Civic Intelligence

Rise Ltd.

990 • Fiscal year 2023 • EIN 42-1148364

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 24, 2024

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

44th percentile

0.09x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.17x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$110,746

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

1.8%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$6,528,461

Up $920,468 (+16%) from 2022

Net Assets

Up

$5,927,253

Up $566,709 (+11%) from 2022

Liabilities

Up

$601,208

Up $353,759 (+143%) from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin71st percentile

Revenue

Up

$3,603,500

Up $65,035 (+1.8%) from 2022

Expenses

Up

$3,036,791

Up $161,745 (+5.6%) from 2022

Net Income

Down

$566,709

Down $96,710 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$6,528,461
Liabilities$601,208
Net Assets$5,927,253
Open 2023 Filing

Operations Trend

Revenue Growth42nd 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

2023

Revenue$3,603,500
Expenses$3,036,791
Net Income$566,709
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 24, 2024
Return Version
2022v5.0
Gross Receipts
$3,603,500
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
Savings and Temporary Cash Investments$2,499,233$3,703,634▲ $1,204,401
Land, Buildings, and Equipment, Net$2,459,315$2,427,414▼ $31,901
Accounts Receivable$613,235$375,243▼ $237,992
Prepaid Expenses and Deferred Charges$1,398$1,398→ $0
Total Assets$5,607,993$6,528,461▲ $920,468
Other Assets Total$34,812$20,772▼ $14,040
Liabilities
Unsecured Notes Loans Payable$86,598$384,886▲ $298,288
Accounts Payable and Accrued Expenses$140,699$191,584▲ $50,885
Escrow Account Liability$16,604$20,675▲ $4,071
Other Liabilities$3,548$4,063▲ $515
Total Liabilities$247,449$601,208▲ $353,759
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,360,544$5,920,253▲ $559,709
Net Assets With Donor Restrictions-$7,000-
Total Net Assets Fund Balance$5,360,544$5,927,253▲ $566,709
Total Liabilities and Net Assets / Fund Balance$5,607,993$6,528,461▲ $920,468

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,049,140$1,452,159$3,501,299
Equipment$234,477$422,282$656,759
Land$71,940-$71,940
Other Land Buildings$71,857-$71,857
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica PenselExecutive DirectorFT$89,668$21,078$110,746

Board Members and Trustees

NameTitle
Allan NelsonChair
Courtney VorwaldVice Chair
Jade BeckDirector
Steve BunnDirector
Ann GibneyDirector (From March 2023)
Robert HankeyDirector (Through April 2023)
Revenue and Support

Revenue Composition

Contributions and Grants
$103,914
Program Service Revenue
$3,328,893
Investment Income
$84,776
Other Revenue
$85,917
All Other Contributions
$13,028
Change in Net Assets
$566,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,596,192
Revenue Not Reported on Financial Statements
$7,308
Revenue Not Reported on Form 990
$71,731
Other Revenue Adjustments
$7,308
Total Revenue per Audited Statements
$3,667,923
Total Revenue per Form 990
$3,603,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,297,162
Other Expenses$739,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,726,539$46,269-$1,772,808
Other Employee Benefits$249,792$6,334-$256,126
Depreciation Depletion$198,708$22,079-$220,787
Occupancy$144,436$28,739-$173,175
Payroll Taxes$151,525$3,531-$155,056
Office Expenses$142,229$12,542-$154,771
Current Officers, Directors, Trustees, and Key Employees-$113,172-$113,172
Travel$90,057--$90,057
Insurance-$31,906-$31,906
Fees for Services Accounting-$23,250-$23,250
Fees for Services Other$17,571--$17,571
Conferences and Meetings$16,312--$16,312
Other Expenses$4,352--$4,352
All Other Expenses$2,462--$2,462
Information Technology-$220-$220
Total Functional Expenses$2,748,749$288,042$0$3,036,791

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,091,491
Expenses per Audited Statements$3,036,791
Total Expenses per Form 990$3,036,791
Expenses Not Reported on Form 990$54,700
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$270
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$4,063
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
2024-01-24
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
57
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, 2023 and 2022, the Organization held residents' funds totaling $20,675 and $16,604, 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 71,731.”

Part XI, Line 4B - Other Adjustments:

“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 62,008. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,308.”

Raw XML AppendixShowing 400 of 533 raw XML fields

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 64 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 at total of 13 living units. The organization also provided Day Habilitation services to 59 individuals with intellectual disabilities and mental illness. This program is CARF accredited.
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06334
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0249792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256126
IRS990/OtherExpensesGrp/Desc0Medical Supplies
IRS990/OtherExpensesGrp/Desc1Bad Debt
IRS990/OtherExpensesGrp/ProgramServicesAmt04766
IRS990/OtherExpensesGrp/ProgramServicesAmt14352
IRS990/OtherExpensesGrp/TotalAmt04766
IRS990/OtherExpensesGrp/TotalAmt14352
IRS990/OtherLiabilitiesGrp/BOYAmt03548
IRS990/OtherLiabilitiesGrp/EOYAmt04063
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046269
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01726539
IRS990/OtherSalariesAndWagesGrp/TotalAmt01772808
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03531
IRS990/PayrollTaxesGrp/ProgramServicesAmt0151525
IRS990/PayrollTaxesGrp/TotalAmt0155056
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01398
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/RelatedOrExemptFuncIncomeAmt03049844
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1264757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03049844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1264757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2225
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0382874
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0450
IRS990/PYInvestmentIncomeAmt070797
IRS990/PYOtherExpensesAmt0717002
IRS990/PYOtherRevenueAmt085600
IRS990/PYProgramServiceRevenueAmt02999194
IRS990/PYRevenuesLessExpensesAmt0663419
IRS990/PYSalariesCompEmpBnftPaidAmt02157594
IRS990/PYTotalExpensesAmt02875046
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03538465
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0566709
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt085647
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03430596
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02499233
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03703634
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Canteen - 2018 Amount: $ 1,582. Other - 2018 Amount: $ 6,105.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0382874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0439460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0935164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0125894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt098399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt094859
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0100802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0520483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03326375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02995923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02650141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02497442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02513881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013983762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02518
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02705
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03078
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt011572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0125894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt098399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt094859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0100802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0520483
IRS990ScheduleA/InvestmentIncomeCYPct00.03370
IRS990ScheduleA/InvestmentIncomePYPct00.03420
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0270
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0252
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0522
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07687
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07687
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62840
IRS990ScheduleA/PublicSupportPY509Pct00.70120
IRS990ScheduleA/PublicSupportTotal509Amt09714682
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01553359
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01316557
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01103108
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01242792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05215816
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01553359
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01316557
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01103108
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt01242792
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt05215816
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03432807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03382068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03092306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02507969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02515348
IRS990ScheduleA/Total509Grp/TotalAmt014930498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03558971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03480719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03192835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02602828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02623837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015459190
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/BookValueAmt02049140
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01452159
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03501299
IRS990ScheduleD/EquipmentGrp/BookValueAmt0234477
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0422282
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0656759
IRS990ScheduleD/ExpensesNotReportedAmt054700
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03036791
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt071940
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt071940
IRS990ScheduleD/OtherExpensesIncludedAmt054700
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt071857
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherRevenueAmt071731
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07308
IRS990ScheduleD/RevenueNotReportedAmt071731
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07308
IRS990ScheduleD/RevenueSubtotalAmt03596192
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0At June 30, 2023 and 2022, the Organization held residents' funds totaling $20,675 and $16,604, 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 71,731.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Revenues received from Rise, Ltd., Development Corporation audit elimination 7,308.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Rise, Ltd., Development Corporation expenses included in consolidated audit 62,008. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,308.
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/TotalBookValueLandBuildingsAmt02427414
IRS990ScheduleD/TotalExpensesPerForm990Amt03036791
IRS990ScheduleD/TotalLiabilityAmt04063
IRS990ScheduleD/TotalRevenuePerForm990Amt03603500
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03667923
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03091491
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not have any committees with the authority to act on behalf of the board.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,528,461
Liabilities
$601,208
Net assets
$5,927,253
Revenue
$3,603,500
Expenses
$3,036,791
Net income
$566,709
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