Civic Intelligence

Rise Ltd.

990 • Fiscal year 2021 • EIN 42-1148364

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 16, 2021

Organization Profilesites.google.com/a/riseltd.net/rise-ltd
106 Rainbow DriveElkader, IA 52043

(563) 245-1868

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.10x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.15x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

62nd percentile

20%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$101,191

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

58th percentile

13%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

23%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$5,191,850

Up $608,547 (+13%) from 2020

Net Assets

Up

$4,697,125

Up $626,574 (+15%) from 2020

Liabilities

Down

$494,725

Down $18,027 (-3.5%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin62nd percentile

Revenue

Up

$3,192,425

Up $590,685 (+23%) from 2020

Expenses

Up

$2,565,851

Up $246,979 (+11%) from 2020

Net Income

Up

$626,574

Up $343,706 (+122%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,942,961Liabilities 2012: $76,555Net Assets 2012: $1,866,4062012Assets 2013: $2,358,049Liabilities 2013: $86,697Net Assets 2013: $2,271,3522013Assets 2014: $2,598,476Liabilities 2014: $98,380Net Assets 2014: $2,500,0962014Assets 2015: $2,855,354Liabilities 2015: $107,463Net Assets 2015: $2,747,8912015Assets 2016: $3,321,994Liabilities 2016: $354,770Net Assets 2016: $2,967,2242016Assets 2017: $3,317,177Liabilities 2017: $100,600Net Assets 2017: $3,216,5772017Assets 2018: $3,570,393Liabilities 2018: $105,890Net Assets 2018: $3,464,5032018Assets 2019: $3,932,427Liabilities 2019: $144,744Net Assets 2019: $3,787,6832019Assets 2020: $4,583,303Liabilities 2020: $512,752Net Assets 2020: $4,070,5512020Assets 2021: $5,191,850Liabilities 2021: $494,725Net Assets 2021: $4,697,1252021Assets 2022: $5,607,993Liabilities 2022: $247,449Net Assets 2022: $5,360,5442022Assets 2023: $6,528,461Liabilities 2023: $601,208Net Assets 2023: $5,927,2532023Assets 2024: $6,661,269Liabilities 2024: $273,828Net Assets 2024: $6,387,4412024Assets 2025: $7,197,787Liabilities 2025: $500,104Net Assets 2025: $6,697,6832025

Highlighted filing

2021

Assets$5,191,850
Liabilities$494,725
Net Assets$4,697,125
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2012: $1,710,987Expenses 2012: $1,641,971Net Income 2012: $69,0162012Revenue 2013: $2,127,964Expenses 2013: $1,728,813Net Income 2013: $399,1512013Revenue 2014: $2,112,829Expenses 2014: $1,889,860Net Income 2014: $222,9692014Revenue 2015: $2,174,710Expenses 2015: $1,940,419Net Income 2015: $234,2912015Revenue 2016: $2,336,353Expenses 2016: $2,120,529Net Income 2016: $215,8242016Revenue 2017: $2,392,053Expenses 2017: $2,142,701Net Income 2017: $249,3522017Revenue 2018: $2,068,977Expenses 2018: $1,821,051Net Income 2018: $247,9262018Revenue 2019: $2,623,837Expenses 2019: $2,309,832Net Income 2019: $314,0052019Revenue 2020: $2,601,740Expenses 2020: $2,318,872Net Income 2020: $282,8682020Revenue 2021: $3,192,425Expenses 2021: $2,565,851Net Income 2021: $626,5742021Revenue 2022: $3,538,465Expenses 2022: $2,875,046Net Income 2022: $663,4192022Revenue 2023: $3,603,500Expenses 2023: $3,036,791Net Income 2023: $566,7092023Revenue 2024: $3,911,915Expenses 2024: $3,451,727Net Income 2024: $460,1882024Revenue 2025: $3,990,919Expenses 2025: $3,680,677Net Income 2025: $310,2422025

Highlighted filing

2021

Revenue$3,192,425
Expenses$2,565,851
Net Income$626,574
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 16, 2021
Return Version
2020v4.1
Gross Receipts
$3,192,835
Mission and Program Overview

Mission

To encourage independence through the provision of residential and day program services to enhance the lives of the people we serve.

To encourage independence through the provision of residential and day program services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,935,405$2,260,093▲ $324,688
Savings and Temporary Cash Investments$1,695,921$2,142,805▲ $446,884
Cash and Non-Interest-Bearing Accounts$613,742$449,944▼ $163,798
Accounts Receivable$307,335$317,557▲ $10,222
Prepaid Expenses and Deferred Charges$183--
Total Assets$4,583,303$5,191,850▲ $608,547
Other Assets Total$30,717$21,451▼ $9,266
Liabilities
Accounts Payable and Accrued Expenses$141,916$449,282▲ $307,366
Unsecured Notes Loans Payable$333,833--
Escrow Account Liability$33,264$41,895▲ $8,631
Other Liabilities$3,739$3,548▼ $191
Total Liabilities$512,752$494,725▼ $18,027
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,070,551$4,697,125▲ $626,574
Total Net Assets Fund Balance$4,070,551$4,697,125▲ $626,574
Total Liabilities and Net Assets / Fund Balance$4,583,303$5,191,850▲ $608,547

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,672,630$1,192,445$2,865,075
Equipment$171,838$318,213$490,051
Other Land Buildings$342,425-$342,425
Land$73,200-$73,200
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica PenselExecutive DirectorFT$81,043$20,148$101,191

Board Members and Trustees

NameTitle
Allan NelsonChair
Robert HankeyVice Chair
Audie BaumgartnerDirector
Courtney VorwaldDirector
Jade BeckDirector
Jennifer ClaytonDirector
Linda Shaw left Apr 2021Director
Revenue and Support

Revenue Composition

Contributions and Grants
$439,460
Program Service Revenue
$2,652,846
Investment Income
$25,866
Other Revenue
$74,253
All Other Contributions
$37,292
Change in Net Assets
$626,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,185,527
Revenue Not Reported on Financial Statements
$6,898
Revenue Not Reported on Form 990
$70,453
Other Revenue Adjustments
$6,898
Total Revenue per Audited Statements
$3,255,980
Total Revenue per Form 990
$3,192,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,960,773
Other Expenses$605,078
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,455,434$42,982-$1,498,416
Other Employee Benefits$215,682$2,450-$218,132
Depreciation Depletion$161,105$17,901-$179,006
Payroll Taxes$133,615$9,518-$143,133
Occupancy$108,578$25,003-$133,581
Office Expenses$110,817$17,588-$128,405
Current Officers, Directors, Trustees, and Key Employees-$101,092-$101,092
Travel$63,941--$63,941
Insurance-$22,449-$22,449
Fees for Services Accounting-$19,223-$19,223
Conferences and Meetings$15,231--$15,231
Fees for Services Other$9,194$5,831-$15,025
Other Expenses$9,555--$9,555
All Other Expenses$4,492--$4,492
Information Technology-$220-$220
Fees for Services Legal-$96-$96
Total Functional Expenses$2,301,498$264,353$0$2,565,851

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,615,847
Expenses per Audited Statements$2,565,851
Total Expenses per Form 990$2,565,851
Expenses Not Reported on Form 990$49,996
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Rental Deposits$3,548
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“The Bylaws were updated in June of 2021. Significant changes in the Bylaws include: adding the exempt purpose to the Bylaws, including information regarding the qualification of board members, adding term lengths, and information on the removal of board members.”

Form 990, Part VI, Section A, line 8B

“The organization does not have any committees with the authority to act on behalf of the board.”

Form 990, Part VI, Section B, line 11B

“The completed Form 990 is presented to the board for approval prior to filing.”

Form 990, Part VI, Section B, line 12C

“Officers and board members are required to annually disclose any potential conflicts of interest. These conflicts are reviewed by the remaining board members without conflicts. Officers or members without conflicts will determine if a conflict exists. Additional steps are taken as appropriate for conflicts of interest.”

Form 990, Part VI, Section B, line 15A

“The Executive Director's wages are determined by the Board on an annual basis. The board uses a combination of years of experience, education, and IACP wage survey results to determine wages and raises.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rise Ltd
EIN
42-1148364
Phone
5632451868
Address
106 Rainbow Drive, Elkader, IA 52043

Signing Officer

Name
Jessica Pensel
Title
Executive Director
Phone
5632451868
Signed
2021-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Pensel
Formed
1980
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
58
Volunteers
6

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“At June 30, 2021, the Organization held residents' funds totaling $41,895. The funds are expended at the direction of the resident for personal items.”

Part X, Line 2:

“The organizations believe that the entities have appropriate support for any tax positions taken affecting their annual filing requirements, and as such, do not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Part XI, Line 2D - Other Adjustments:

“Rise, Ltd., Development Corporation revenues included in consolidated audit 70,453.”

Part XI, Line 4B - Other Adjustments:

“Loss on sale of equipment included in expenses for audit purposes. -410. Revenues received from Rise, Ltd., Development Corporation audit elimination 7,308.”

Part XII, Line 2D - Other Adjustments:

“Rise, Ltd., Development Corporation expenses included in consolidated audit 56,894. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,308. Loss on sale of equipment included in expenses for audit purposes. 410.”

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IRS990/Desc0RISE Ltd. provided Supported Community Living Skills to 61 individuals with intellectual disabilities, brain injury, and mental illness. In addition, the organization has three group homes with a total of 20 beds available, and two apartment complexes with a total of 13 living units. The organization also provided Day Habilitation services to 58 individuals with intellectual disabilities and mental illness. This program is CARF accredited.
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IRS990/OccupancyGrp/ProgramServicesAmt0108578
IRS990/OccupancyGrp/TotalAmt0133581
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017588
IRS990/OfficeExpensesGrp/ProgramServicesAmt0110817
IRS990/OfficeExpensesGrp/TotalAmt0128405
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030717
IRS990/OtherAssetsTotalGrp/EOYAmt021451
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02450
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0215682
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218132
IRS990/OtherExpensesGrp/Desc0Medical Supplies
IRS990/OtherExpensesGrp/Desc1Bad Debt
IRS990/OtherExpensesGrp/ProgramServicesAmt013854
IRS990/OtherExpensesGrp/ProgramServicesAmt19555
IRS990/OtherExpensesGrp/TotalAmt013854
IRS990/OtherExpensesGrp/TotalAmt19555
IRS990/OtherLiabilitiesGrp/BOYAmt03739
IRS990/OtherLiabilitiesGrp/EOYAmt03548
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042982
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01455434
IRS990/OtherSalariesAndWagesGrp/TotalAmt01498416
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09518
IRS990/PayrollTaxesGrp/ProgramServicesAmt0133615
IRS990/PayrollTaxesGrp/TotalAmt0143133
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0183
IRS990/PrincipalOfficerNm0Jessica Pensel
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/Desc0Net Resident/Consumer
IRS990/ProgramServiceRevenueGrp/Desc1Group Home Room & Boar
IRS990/ProgramServiceRevenueGrp/Desc2Transportation
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02408245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1208173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02408245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1208173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23040
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07449
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023306
IRS990/PYOtherExpensesAmt0556357
IRS990/PYOtherRevenueAmt072133
IRS990/PYProgramServiceRevenueAmt02498852
IRS990/PYRevenuesLessExpensesAmt0282868
IRS990/PYSalariesCompEmpBnftPaidAmt01762515
IRS990/PYTotalExpensesAmt02318872
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02601740
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0626574
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt074253
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02652846
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01695921
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02142805
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Canteen - 2016 Amount: $ 2,031. 2017 Amount: $ 1,602. 2018 Amount: $ 1,582. Other - 2016 Amount: $ 35,180. 2017 Amount: $ 24,290. 2018 Amount: $ 6,105.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0439460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0457028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0100529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt094859
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt082685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057109
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0435984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02650141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02497442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02513881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01956542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02292939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011910945
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02705
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03078
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt05783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0100529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt094859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt082685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0435984
IRS990ScheduleA/InvestmentIncomeCYPct00.03380
IRS990ScheduleA/InvestmentIncomePYPct00.02840
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07687
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025892
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt037211
IRS990ScheduleA/OtherIncome509Grp/TotalAmt070790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77850
IRS990ScheduleA/PublicSupportPY509Pct00.86200
IRS990ScheduleA/PublicSupportTotal509Amt010027856
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01103108
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01242792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02345900
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01103108
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01242792
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02345900
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03092306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02507969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02515348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01960400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02297733
IRS990ScheduleA/Total509Grp/TotalAmt012373756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03192835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02602828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02623837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02068977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02392053
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012880530
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01672630
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01192445
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02865075
IRS990ScheduleD/EquipmentGrp/BookValueAmt0171838
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0318213
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0490051
IRS990ScheduleD/ExpensesNotReportedAmt049996
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02565851
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt073200
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt073200
IRS990ScheduleD/OtherExpensesIncludedAmt049996
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0342425
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0342425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Rental Deposits
IRS990ScheduleD/OtherRevenueAmt070453
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06898
IRS990ScheduleD/RevenueNotReportedAmt070453
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06898
IRS990ScheduleD/RevenueSubtotalAmt03185527
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0At June 30, 2021, the Organization held residents' funds totaling $41,895. The funds are expended at the direction of the resident for personal items.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The organizations believe that the entities have appropriate support for any tax positions taken affecting their annual filing requirements, and as such, do not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Rise, Ltd., Development Corporation revenues included in consolidated audit 70,453.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Loss on sale of equipment included in expenses for audit purposes. -410. Revenues received from Rise, Ltd., Development Corporation audit elimination 7,308.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Rise, Ltd., Development Corporation expenses included in consolidated audit 56,894. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,308. Loss on sale of equipment included in expenses for audit purposes. 410.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02260093
IRS990ScheduleD/TotalExpensesPerForm990Amt02565851
IRS990ScheduleD/TotalLiabilityAmt03548
IRS990ScheduleD/TotalRevenuePerForm990Amt03192425
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03255980
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02615847
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Bylaws were updated in June of 2021. Significant changes in the Bylaws include: adding the exempt purpose to the Bylaws, including information regarding the qualification of board members, adding term lengths, and information on the removal of board members.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,191,850
Liabilities
$494,725
Net assets
$4,697,125
Revenue
$3,192,425
Expenses
$2,565,851
Net income
$626,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.20$0.50$6.70$3.99$3.68$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.27$6.39$3.91$3.45$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.60$5.93$3.60$3.04$0.57
2022Detailed filing. Detailed filing data is available for this year.$5.61$0.25$5.36$3.54$2.88$0.66
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.49$4.70$3.19$2.57$0.63
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.51$4.07$2.60$2.32$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.14$3.79$2.62$2.31$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.11$3.46$2.07$1.82$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.10$3.22$2.39$2.14$0.25
2016Summary only. Only limited summary data is available for this year.$3.32$0.35$2.97$2.34$2.12$0.22
2015Summary only. Only limited summary data is available for this year.$2.86$0.11$2.75$2.17$1.94$0.23
2014Summary only. Only limited summary data is available for this year.$2.60$0.10$2.50$2.11$1.89$0.22
2013Summary only. Only limited summary data is available for this year.$2.36$0.09$2.27$2.13$1.73$0.40
2012Summary only. Only limited summary data is available for this year.$1.94$0.08$1.87$1.71$1.64$0.07