Civic Intelligence

Rise Concept

990EZ • Fiscal year 2021 • EIN 86-2824920

Mar 25, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

12540 Oaks North Dr A6San Diego, CA 92128

(858) 829-5190

Siviq Scores

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

Liabilities / Assets

90th percentile

0.57x

Higher debt load relative to assets than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.35x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$14,120

No earlier filing loaded for comparison.

Net Assets

$6,114

No earlier filing loaded for comparison.

Liabilities

$8,006

No earlier filing loaded for comparison.

Revenue

$22,861

No earlier filing loaded for comparison.

Expenses

$16,747

No earlier filing loaded for comparison.

Net Income

$6,114

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $14,120Liabilities 2021: $8,006Net Assets 2021: $6,1142021Assets 2024: $116,410Liabilities 2024: $2,490Net Assets 2024: $113,9202024

Highlighted filing

2021

Assets$14,120
Liabilities$8,006
Net Assets$6,114

Operations Trend

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

$300K$200K$100K$0Revenue 2021: $22,861Expenses 2021: $16,747Net Income 2021: $6,1142021Revenue 2024: $212,913Expenses 2024: $139,518Net Income 2024: $73,3952024

Highlighted filing

2021

Revenue$22,861
Expenses$16,747
Net Income$6,114
Jump To
Filing Snapshot
Filing Period
Mar 25, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.0
Gross Receipts
$22,861
Mission and Program Overview

Mission

Created to serve our community and those needed help to improve their way of life by providing a resale store for affordable shopping and further supporting the community by using profits to help at-risk youth, victims recovering from human trafficking, and veterans (active and retired).

Program Services

DescriptionGrantsExpenses
ORGANIZATION OPENED AND IS OPERATING A RESALE STORE.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY NORWOODCEOFT$0--
NANCY PRYORDirector Of OpsFT$0--
MAC MCCARDLECFOPT$0--
PING WANGAdmin. DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Rise Concept
EIN
86-2824920
Phone
8588295190
Address
12540 OAKS NORTH DR A6, SAN DIEGO, CA 92128

Signing Officer

Name
Terry Norwood
Title
CEO
Phone
8588295190
Signed
2022-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Jlhea Inc
Address
350 WEST 9TH AVE STE 202, ESCONDIDO, CA 92025
Preparer
Jeffrey L Halbert
Phone
7602946222
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $111

Other Expenses.1002

Office Expenses $1162

Other Expenses.1009

Depreciation $29

Other Expenses.1012

Insurance $201

Other Expenses.1

FILING FEES $725

Other Expenses.2

Fundraising expenses $505

Other Expenses.3

SUPPLIES $246

Other Expenses.4

SQUARE FEES $105

Other Assets.1002

Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $171

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $7475

Total Liabilities.1

SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $531

Raw XML Appendix181 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MAC MCCARDLE
IRS990EZ/BooksInCareOfDetail/PhoneNum08588295190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012266 SANTIAGO RD W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013949
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017426
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06114
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014120
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05435
IRS990EZ/GrossReceiptsAmt022861
IRS990EZ/GrossSalesOfInventoryAmt05435
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LoansToFromOfficersAmt07475
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06114
IRS990EZ/OccupancyRentUtltsAndMaintAmt07913
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY NORWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY PRYOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAC MCCARDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PING WANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR OF OPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADMIN. DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0171
IRS990EZ/OtherExpensesTotalAmt03084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATED TO SERVE OUR COMMUNITY AND THOSE NEEDED HELP TO IMPROVE THEIR WAY OF LIFE BY PROVIDING A RESALE STORE FOR AFFORDABLE SHOPPING AND FURTHER SUPPORTING THE COMMUNITY BY USING PROFITS TO HELP AT-RISK YOUTH, VICTIMS RECOVERING FROM HUMAN TRAFFICKING, AND VETERANS (ACTIVE AND RETIRED).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION OPENED AND IS OPERATING A RESALE STORE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08006
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016747
IRS990EZ/TotalRevenueAmt022861
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.theriseconcept.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017426
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05435
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt022861
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022861
IRS990ScheduleA/Total509Grp/TotalAmt022861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022861
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022861
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt06225
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt11250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt06250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt11250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0TERRY NORWOOD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1NANCY PRYOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/TotalBalanceDueAmt07475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILING FEES $725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUNDRAISING EXPENSES $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SQUARE FEES $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $7475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $531
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY NORWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08588295190
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RISE CONCEPT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESOURCES IN SUPPORT OF EMPOWERMENT
ReturnHeader/Filer/BusinessNameControlTxt0RISE
ReturnHeader/Filer/EIN0862824920
ReturnHeader/Filer/PhoneNum08588295190
ReturnHeader/Filer/USAddress/AddressLine1Txt012540 OAKS NORTH DR A6
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843430056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLHEA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 WEST 9TH AVE STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07602946222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HALBERT
ReturnHeader/ReturnTs02022-09-20T14:52:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NORWOOD
ReturnHeader/TaxPeriodBeginDt02021-03-25
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings