Civic Intelligence

Rise Ltd.

990 • Fiscal year 2024 • EIN 42-1148364

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 20, 2025

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

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.07x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$122,037

Higher top officer pay than 47% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

2.0%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

8.6%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$6,661,269

Up $132,808 (+2.0%) from 2023

Net Assets

Up

$6,387,441

Up $460,188 (+7.8%) from 2023

Liabilities

Down

$273,828

Down $327,380 (-54%) from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin64th percentile

Revenue

Up

$3,911,915

Up $308,415 (+8.6%) from 2023

Expenses

Up

$3,451,727

Up $414,936 (+14%) from 2023

Net Income

Down

$460,188

Down $106,521 (-19%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2024

Assets$6,661,269
Liabilities$273,828
Net Assets$6,387,441
Open 2024 Filing

Operations Trend

Revenue Growth51st 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

2024

Revenue$3,911,915
Expenses$3,451,727
Net Income$460,188
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$3,911,915
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$3,703,634$3,239,124▼ $464,510
Land, Buildings, and Equipment, Net$2,427,414$3,143,873▲ $716,459
Accounts Receivable$375,243$260,766▼ $114,477
Prepaid Expenses and Deferred Charges$1,398$0▼ $1,398
Total Assets$6,528,461$6,661,269▲ $132,808
Other Assets Total$20,772$17,506▼ $3,266
Liabilities
Accounts Payable and Accrued Expenses$191,584$232,448▲ $40,864
Unsecured Notes Loans Payable$384,886$20,944▼ $363,942
Escrow Account Liability$20,675$15,913▼ $4,762
Other Liabilities$4,063$4,523▲ $460
Total Liabilities$601,208$273,828▼ $327,380
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,920,253$6,387,441▲ $467,188
Net Assets With Donor Restrictions$7,000$0▼ $7,000
Total Net Assets Fund Balance$5,927,253$6,387,441▲ $460,188
Total Liabilities and Net Assets / Fund Balance$6,528,461$6,661,269▲ $132,808

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,014,725$1,595,711$3,610,436
Equipment$281,707$510,085$791,792
Other Land Buildings$754,391-$754,391
Land$93,050-$93,050
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica PenselExecutive DirectorFT$94,023$28,014$122,037

Board Members and Trustees

NameTitle
Allan NelsonChair
Courtney VorwaldVice Chair
Ann GibneyDirector
Jade BeckDirector
Audie BaumgartnerDirector (From May 2024)
Deb HowardDirector (From May 2024)
Steve BunnDirector (Through May 2024)
Revenue and Support

Revenue Composition

Contributions and Grants
$391,396
Program Service Revenue
$3,315,701
Investment Income
$117,595
Other Revenue
$87,223
All Other Contributions
$9,364
Change in Net Assets
$460,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,904,607
Revenue Not Reported on Financial Statements
$7,308
Revenue Not Reported on Form 990
$74,000
Other Revenue Adjustments
$7,308
Total Revenue per Audited Statements
$3,978,607
Total Revenue per Form 990
$3,911,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,645,032
Other Expenses$806,445
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,951,766$84,665-$2,036,431
Other Employee Benefits$281,309$13,654-$294,963
Depreciation Depletion$208,219$23,136-$231,355
Payroll Taxes$180,107$8,093-$188,200
Office Expenses$149,362$15,596-$164,958
Occupancy$126,729$22,466-$149,195
Current Officers, Directors, Trustees, and Key Employees-$125,438-$125,438
Travel$86,692--$86,692
Conferences and Meetings$42,195--$42,195
Insurance-$34,554-$34,554
Fees for Services Accounting-$26,332-$26,332
Fees for Services Other$18,790--$18,790
Other Expenses$5,402--$5,402
All Other Expenses$3,665--$3,665
Information Technology$2,898$240-$3,138
Grants to Domestic Orgs$250--$250
Fees for Services Legal-$80-$80
Total Functional Expenses$3,097,473$354,254$0$3,451,727

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,504,167
Expenses per Audited Statements$3,451,727
Total Expenses per Form 990$3,451,727
Expenses Not Reported on Form 990$52,440
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$70
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$4,523
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
2025-02-20
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
56
Volunteers
7

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, 2024 and 2023, the Organization held residents' funds totaling $15,913 and $20,675, 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 organization believes that the entity has 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 74,000.”

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 59,748. Rise, Ltd., Development Corporation intercompany expense audit elimination -7,308.”

Raw XML AppendixShowing 400 of 538 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 80 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 62 individuals with intellectual disabilities and mental illness. This program is CARF accredited.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt070
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt087153
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt087153
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05920253
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06387441
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt022466
IRS990/OccupancyGrp/ProgramServicesAmt0126729
IRS990/OccupancyGrp/TotalAmt0149195
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015596
IRS990/OfficeExpensesGrp/ProgramServicesAmt0149362
IRS990/OfficeExpensesGrp/TotalAmt0164958
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020772
IRS990/OtherAssetsTotalGrp/EOYAmt017506
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013654
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0281309
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0294963
IRS990/OtherExpensesGrp/Desc0Bad Debt
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt040089
IRS990/OtherExpensesGrp/ProgramServicesAmt15402
IRS990/OtherExpensesGrp/TotalAmt040089
IRS990/OtherExpensesGrp/TotalAmt15402
IRS990/OtherLiabilitiesGrp/BOYAmt04063
IRS990/OtherLiabilitiesGrp/EOYAmt04523
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084665
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01951766
IRS990/OtherSalariesAndWagesGrp/TotalAmt02036431
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08093
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180107
IRS990/PayrollTaxesGrp/TotalAmt0188200
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01398
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jessica Pensel
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/Desc0Net Resident/Consumer
IRS990/ProgramServiceRevenueGrp/Desc1Group Home Room & Boar
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03029893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1270104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03029893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1270104
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0103914
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084776
IRS990/PYOtherExpensesAmt0739629
IRS990/PYOtherRevenueAmt085917
IRS990/PYProgramServiceRevenueAmt03328893
IRS990/PYRevenuesLessExpensesAmt0566709
IRS990/PYSalariesCompEmpBnftPaidAmt02297162
IRS990/PYTotalExpensesAmt03036791
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03603500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0460188
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt087153
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03312422
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03703634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03239124
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0391396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0103914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0382874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0439460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01325093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0203590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt098399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0100529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt094859
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0623271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03312422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03326375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02995923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02650141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02497442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014782303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03279
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02518
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02705
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03078
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0203590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt098399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0100529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt094859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0623271
IRS990ScheduleA/InvestmentIncomeCYPct00.03720
IRS990ScheduleA/InvestmentIncomePYPct00.03370
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0270
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0252
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0592
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.57090
IRS990ScheduleA/PublicSupportPY509Pct00.62840
IRS990ScheduleA/PublicSupportTotal509Amt09560978
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01345453
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01553359
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01316557
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01103108
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01242792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt06561269
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01345453
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01553359
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01316557
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt01103108
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt01242792
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt06561269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03707097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03432807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03382068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03092306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02507969
IRS990ScheduleA/Total509Grp/TotalAmt016122247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03910757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03558971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03480719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03192835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02602828
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016746110
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/BookValueAmt02014725
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01595711
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03610436
IRS990ScheduleD/EquipmentGrp/BookValueAmt0281707
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0510085
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0791792
IRS990ScheduleD/ExpensesNotReportedAmt052440
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03451727
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt093050
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt093050
IRS990ScheduleD/OtherExpensesIncludedAmt052440
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0754391
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0754391
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04523
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherRevenueAmt074000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07308
IRS990ScheduleD/RevenueNotReportedAmt074000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07308
IRS990ScheduleD/RevenueSubtotalAmt03904607
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0At June 30, 2024 and 2023, the Organization held residents' funds totaling $15,913 and $20,675, 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 organization believes that the entity has 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 74,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Revenues received from Rise, Ltd., Development Corporation audit elimination 7,308.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Rise, Ltd., Development Corporation expenses included in consolidated audit 59,748. 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:

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,661,269
Liabilities
$273,828
Net assets
$6,387,441
Revenue
$3,911,915
Expenses
$3,451,727
Net income
$460,188
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