Civic Intelligence

Rise Ltd.

990 • Fiscal year 2022 • EIN 42-1148364

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 14, 2022

Organization Profilewww.riseltd.org
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

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.07x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$5,607,993

Up $416,143 (+8.0%) from 2021

Net Assets

Up

$5,360,544

Up $663,419 (+14%) from 2021

Liabilities

Down

$247,449

Down $247,276 (-50%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin69th percentile

Revenue

Up

$3,538,465

Up $346,040 (+11%) from 2021

Expenses

Up

$2,875,046

Up $309,195 (+12%) from 2021

Net Income

Up

$663,419

Up $36,845 (+5.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2022

Assets$5,607,993
Liabilities$247,449
Net Assets$5,360,544
Open 2022 Filing

Operations Trend

Revenue Growth60th 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

2022

Revenue$3,538,465
Expenses$2,875,046
Net Income$663,419
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 14, 2022
Return Version
2021v4.2
Gross Receipts
$3,562,116
Mission and Program Overview

Mission

Employment training living skills through supervised apartment and day habilitation programs and 10-unit residential care group home for challenged adults

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,598,937$2,499,233▼ $99,704
Land, Buildings, and Equipment, Net$2,260,093$2,459,315▲ $199,222
Accounts Receivable$312,015$613,235▲ $301,220
Prepaid Expenses and Deferred Charges-$1,398-
Total Assets$5,191,850$5,607,993▲ $416,143
Other Assets Total$20,805$34,812▲ $14,007
Liabilities
Accounts Payable and Accrued Expenses$449,282$140,699▼ $308,583
Unsecured Notes Loans Payable-$86,598-
Escrow Account Liability$41,895$16,604▼ $25,291
Other Liabilities$3,548$3,548→ $0
Total Liabilities$494,725$247,449▼ $247,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,697,125$5,360,544▲ $663,419
Total Net Assets Fund Balance$4,697,125$5,360,544▲ $663,419
Total Liabilities and Net Assets / Fund Balance$5,191,850$5,607,993▲ $416,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,136,978$1,312,180$3,449,158
Equipment$220,540$384,551$605,091
Land$71,940-$71,940
Other Land Buildings$29,857-$29,857
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica PenselExecutive DirectorFT$82,108$20,858$102,966

Board Members and Trustees

NameTitle
Allan NelsonChair
Robert HankeyVice Chair
Courtney VorwaldDirector
Jade BeckDirector
Steve BunnDirector
Audie BaumgartnerDirector (through March 2022)
Revenue and Support

Revenue Composition

Contributions and Grants
$382,874
Program Service Revenue
$2,999,194
Investment Income
$70,797
Other Revenue
$85,600
All Other Contributions
$248,627
Change in Net Assets
$663,419

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,530,548
Revenue Not Reported on Financial Statements
$7,917
Revenue Not Reported on Form 990
$69,954
Other Revenue Adjustments
$7,917
Total Revenue per Audited Statements
$3,600,502
Total Revenue per Form 990
$3,538,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,157,594
Other Expenses$717,002
Grants and Similar Amounts Paid$450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,606,615$46,581-$1,653,196
Other Employee Benefits$228,328$6,993-$235,321
Depreciation Depletion$176,009$19,557-$195,566
Occupancy$141,547$33,492-$175,039
Payroll Taxes$155,192$4,354-$159,546
Office Expenses$140,447$12,683-$153,130
Current Officers, Directors, Trustees, and Key Employees-$109,531-$109,531
Travel$72,586--$72,586
Insurance-$32,183-$32,183
Fees for Services Accounting-$22,235-$22,235
Conferences and Meetings$13,995--$13,995
Fees for Services Other$12,200--$12,200
Other Expenses$11,982--$11,982
All Other Expenses$3,236--$3,236
Fees for Services Legal-$1,586-$1,586
Grants to Domestic Orgs$450--$450
Information Technology-$240-$240
Total Functional Expenses$2,585,611$289,435$0$2,875,046

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,930,600
Expenses per Audited Statements$2,875,046
Total Expenses per Form 990$2,875,046
Expenses Not Reported on Form 990$55,554
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
Fundraising Gross Income$252
Fundraising Direct Expenses$0
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 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
No
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 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
2022-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Pensel
Formed
1980
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
61
Volunteers
5

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, 2022 and 2021, the Organization held residents' funds totaling $16,604 and $41,895, respectively. The funds are expended at the direction of the resident for personal items. These funds are recorded on the Organization's consolidated statement of financial position as custodial funds, and a corresponding liability is recorded, less any amounts that are due to the Organization from the residents.”

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 69,954.”

Part XI, Line 4B - Other Adjustments:

“Revenues received from Rise, Ltd., Development Corporation audit elimination 7,917.”

Part XII, Line 2D - Other Adjustments:

“Rise, Ltd., Development Corporation expenses included in consolidated audit 63,471. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,917.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0RISE LTD. provided Supported Community Living Skills to 72 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 57 individuals with intellectual disabilities and mental illness. This program is CARF accredited.
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228328
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0235321
IRS990/OtherExpensesGrp/Desc0Bad Debt
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt023024
IRS990/OtherExpensesGrp/ProgramServicesAmt111982
IRS990/OtherExpensesGrp/TotalAmt023024
IRS990/OtherExpensesGrp/TotalAmt111982
IRS990/OtherLiabilitiesGrp/BOYAmt03548
IRS990/OtherLiabilitiesGrp/EOYAmt03548
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046581
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01606615
IRS990/OtherSalariesAndWagesGrp/TotalAmt01653196
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04354
IRS990/PayrollTaxesGrp/ProgramServicesAmt0155192
IRS990/PayrollTaxesGrp/TotalAmt0159546
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01398
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/RelatedOrExemptFuncIncomeAmt02744134
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1236279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02744134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1236279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2136
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0439460
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025866
IRS990/PYOtherExpensesAmt0605078
IRS990/PYOtherRevenueAmt074253
IRS990/PYProgramServiceRevenueAmt02652846
IRS990/PYRevenuesLessExpensesAmt0626574
IRS990/PYSalariesCompEmpBnftPaidAmt01960773
IRS990/PYTotalExpensesAmt02565851
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03192425
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0663419
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt085348
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02999194
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02598937
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02499233
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Canteen - 2017 Amount: $ 1,602. 2018 Amount: $ 1,582. Other - 2017 Amount: $ 24,290. 2018 Amount: $ 6,105.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0382874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0439460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0835108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt098399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0100529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt094859
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0100802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082685
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0477274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02995923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02650141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02497442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02513881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01956542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012613929
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02705
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03078
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt098399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0100529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0100802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0477274
IRS990ScheduleA/InvestmentIncomeCYPct00.03420
IRS990ScheduleA/InvestmentIncomePYPct00.03380
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0252
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0252
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07687
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt025892
IRS990ScheduleA/OtherIncome509Grp/TotalAmt033579
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70120
IRS990ScheduleA/PublicSupportPY509Pct00.77850
IRS990ScheduleA/PublicSupportTotal509Amt09795634
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01316557
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01103108
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01242792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03662457
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01316557
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01103108
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01242792
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03662457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03382068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03092306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02507969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02515348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01960400
IRS990ScheduleA/Total509Grp/TotalAmt013458091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03480719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03192835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02602828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02623837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02068977
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013969196
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/BookValueAmt02136978
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01312180
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03449158
IRS990ScheduleD/EquipmentGrp/BookValueAmt0220540
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0384551
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0605091
IRS990ScheduleD/ExpensesNotReportedAmt055554
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02875046
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt071940
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt071940
IRS990ScheduleD/OtherExpensesIncludedAmt055554
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029857
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherRevenueAmt069954
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07917
IRS990ScheduleD/RevenueNotReportedAmt069954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07917
IRS990ScheduleD/RevenueSubtotalAmt03530548
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0At June 30, 2022 and 2021, the Organization held residents' funds totaling $16,604 and $41,895, respectively. The funds are expended at the direction of the resident for personal items. These funds are recorded on the Organization's consolidated statement of financial position as custodial funds, and a corresponding liability is recorded, less any amounts that are due to the Organization from the residents.
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 69,954.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Revenues received from Rise, Ltd., Development Corporation audit elimination 7,917.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Rise, Ltd., Development Corporation expenses included in consolidated audit 63,471. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,917.
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/TotalBookValueLandBuildingsAmt02459315
IRS990ScheduleD/TotalExpensesPerForm990Amt02875046
IRS990ScheduleD/TotalLiabilityAmt03548
IRS990ScheduleD/TotalRevenuePerForm990Amt03538465
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03600502
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02930600
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not have any committees with the authority to act on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The completed Form 990 is presented to the board for approval prior to filing.

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,607,993
Liabilities
$247,449
Net assets
$5,360,544
Revenue
$3,538,465
Expenses
$2,875,046
Net income
$663,419
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