Civic Intelligence

Rise Partnership

990 • Fiscal year 2024 • EIN 88-3573790

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization ProfileN/A
525 NE Oregon StPortland, OR 97232

(971) 408-4339

Siviq Scores

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

Liabilities / Assets

90th percentile

0.87x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.29x

Higher debt load relative to revenue than 56% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$215,556

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

24th percentile

-2.1%

Faster asset growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$6,084,951

Down $130,702 (-2.1%) from 2023

Net Assets

Up

$814,160

Up $57,628 (+7.6%) from 2023

Liabilities

Down

$5,270,791

Down $188,330 (-3.4%) from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin37th percentile

Revenue

Up

$18,221,182

Up $5,298,077 (+41%) from 2023

Expenses

Up

$18,163,554

Up $5,996,981 (+49%) from 2023

Net Income

Down

$57,628

Down $698,904 (-92%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $500Liabilities 2022: $500Net Assets 2022: $02022Assets 2023: $6,215,653Liabilities 2023: $5,459,121Net Assets 2023: $756,5322023Assets 2024: $6,084,951Liabilities 2024: $5,270,791Net Assets 2024: $814,1602024

Highlighted filing

2024

Assets$6,084,951
Liabilities$5,270,791
Net Assets$814,160
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20M$15M$10M$5.0M$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $12,923,105Expenses 2023: $12,166,573Net Income 2023: $756,5322023Revenue 2024: $18,221,182Expenses 2024: $18,163,554Net Income 2024: $57,6282024

Highlighted filing

2024

Revenue$18,221,182
Expenses$18,163,554
Net Income$57,628
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$18,221,182
Mission and Program Overview

Mission

By collaborating with unions, responsible employers, and government, rise partnership supports caregivers and public service employees by developing unique and equitable workforce solutions, including education, benefits navigation, recruitment, and career development.

RISE Partnership delivers outstanding training, education, and benefit navigation to Oregon's care providers and public sector workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,851,394$3,543,394▼ $308,000
Accounts Receivable$2,155,342$2,369,599▲ $214,257
Land, Buildings, and Equipment, Net$104,851$93,202▼ $11,649
Prepaid Expenses and Deferred Charges$104,066$78,756▼ $25,310
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,215,653$6,084,951▼ $130,702
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,623,163$4,208,213▲ $2,585,050
Other Liabilities$1,603,665$0▼ $1,603,665
Accounts Payable and Accrued Expenses$2,232,293$1,062,578▼ $1,169,715
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,459,121$5,270,791▼ $188,330
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$756,532$814,160▲ $57,628
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$756,532$814,160▲ $57,628
Total Liabilities and Net Assets / Fund Balance$6,215,653$6,084,951▼ $130,702

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$93,202$195,683$288,885
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian RudigerExecutive DirectorFT$162,583$52,973$215,556
Sarah Sacia EdwardsSenior DirectorFT$140,656$49,535$190,191
Molly MaloneProgram DirectorFT$132,747$48,355$181,102
Kayla LoweryProgram DirectorFT$127,831$47,611$175,442
Katie Coombes BarnardSenior DirectorFT$149,995$20,627$170,622
Sara DuerrFinance DirectorFT$124,865$36,153$161,018
Jill BakkenCommunications DirectorFT$138,879$21,548$160,427

Board Members and Trustees

NameTitle
Melissa UngerPresident
CRISTAL DeJARNACDirector
JOY'E WILLMANSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Dira PartnersHealthcare Prgm Devp108 VALLEY ST, San Francisco, CA 94131$452,000
CarinaHome Care Registry215 Columbia St Ste 300, Seattle, WA 98104$413,275
Magnacare LLCHealth Plan Admin.1600 Stewart Ave, Westbury, NY 11590$284,758
Supporting StrategiesAccounting7623 SE 17TH AVE, Portland, OR 97202$204,100
Forum BuildingFacilitiesc/o SEIU Local 503 OPEU 525 NE OREG, Portland, OR 97232$167,761
Revenue and Support

Revenue Composition

Contributions and Grants
$18,551
Program Service Revenue
$18,176,455
Investment Income
$26,176
Other Revenue
$0
Change in Net Assets
$57,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,221,182
Total Revenue per Audited Statements
$18,221,182
Total Revenue per Form 990
$18,221,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,337,356
Other Expenses$1,826,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,861,261$1,095,696$0$10,956,957
Other Employee Benefits$3,546,240$394,027$0$3,940,267
Payroll Taxes$957,202$106,356$0$1,063,558
Information Technology$486,109$63,125$0$549,234
Current Officers, Directors, Trustees, and Key Employees$338,917$37,657$0$376,574
Fees for Services Accounting$0$260,950$0$260,950
Office Expenses$4,392$147,655$0$152,047
Fees for Services Other$0$131,325$0$131,325
Fees for Services Legal$0$63,683$0$63,683
Insurance$0$62,319$0$62,319
Depreciation Depletion$0$54,889$0$54,889
Travel$41,935$4,660$0$46,595
Conferences and Meetings$0$14,011$0$14,011
Advertising$0$4,641$0$4,641
Other Expenses$0$815$0$815
Total Functional Expenses$15,673,176$2,490,378$0$18,163,554

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,163,554
Total Expenses per Audited Statements$18,163,554
Total Expenses per Form 990$18,163,554
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

“The board of trustees is provided a draft of the form 990. The form 990 is reviewed by the executive director and finance director prior to filing.”

PART VI, SECTION B, LINE 12C:

“All members of the board of trustees are covered by the conflict-of-interest policy. If and when a potential conflict of interest is disclosed, the board of trustees will review the matter and determine the appropriate action, if any.”

PART VI, SECTION C, LINE 19:

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rise Partnership
EIN
88-3573790
In Care Of
% KATIE COOMBES BARNARD
Phone
9714084339
Address
525 NE OREGON ST, PORTLAND, OR 97232

Signing Officer

Name
Katie Coombes Barnard
Title
Exec. Director
Phone
5033827139
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Coombes Barnard
Formed
2022
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
149
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Kelly Pollard
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the annual audit and for selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require management to evaluate tax positions taken by the Organization and recognize a tax liability if the Organization has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,084,951
Liabilities
$5,270,791
Net assets
$814,160
Revenue
$18,221,182
Expenses
$18,163,554
Net income
$57,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$5.27$0.81$18.2$18.2$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.22$5.46$0.76$12.9$12.2$0.76
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00