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Nonprofiteer
← RISE INC

Form 990 for tax year 2023

Filed by RISE INC.

Totals

Total revenue
$127,678,669
Total expenses
$127,754,584
Contributions and grants received
$659,032
Grants paid
$379,011
Program service revenue
$126,551,304
Investment income
$187,104
Other revenue
$281,229
Total assets, end of year
$84,249,523
Total liabilities, end of year
$35,509,957
Net assets or fund balances, end of year
$48,739,566
Program services expenses (Part IX)
$112,021,425
Management and general expenses
$15,733,159
Fundraising expenses
$0
Program service expenses (Part III)
$112,021,425

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $465,518

  • 1f · All other contributions, gifts and grants

    $193,514

  • 1g · Noncash contributions included above

    $18,975

  • 2a · Program service revenue: DEVELOPMENTAL DISABILITY

    total $114,077,252 · related or exempt $114,077,252

  • 2b · Program service revenue: FOSTER CARE

    total $2,190,293 · related or exempt $2,190,293

  • 2c · Program service revenue: THERAPY SERVICES

    total $10,283,759 · related or exempt $10,283,759

  • 3 · Investment income

    total $92,026 · related or exempt $86,302 · unrelated business $5,724

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $183,196

  • 6b · Less rental expenses

    real property $226,918

  • 6c · Rental income or loss

    real property -$43,722

  • 6d · Net rental income or loss

    total -$43,722 · unrelated business -$9,608 · excluded -$34,114

  • 7a · Gross sales of assets other than inventory

    securities $3,355,344 · other assets $266,283

  • 7b · Less cost or other basis and sales expenses

    securities $3,277,706 · other assets $248,843

  • 7c · Gain or loss

    securities $77,638 · other assets $17,440

  • 7d · Net gain or loss

    total $95,078 · related or exempt $95,078

  • 8a · Fundraising events: gross income

    $8,386

  • 8b · Fundraising events: direct expenses

    $1,200

  • 8c · Net income from fundraising events

    total $7,186

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CONTRACT SERVICE FEES

    total $57,419 · related or exempt $57,419

  • 11b · Other revenue: MANAGEMENT FEES

    total $783,216 · related or exempt $783,216

  • 11c · Other revenue: OTHER INCOME

    total $219,478 · related or exempt $219,478

  • 11d · All other revenue

    total -$742,348 · unrelated business -$742,348

  • 11e · Other revenue, total

    $317,765

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $379,011 · program services $379,011

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $4,579,278 · program services $4,101,021 · management and general $478,257

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $76,413,242 · program services $68,432,689 · management and general $7,980,553

  • 8 · Pension plan contributions

    total $340,314 · program services $300,024 · management and general $40,290

  • 9 · Other employee benefits

    total $8,664,899 · program services $7,639,053 · management and general $1,025,846

  • 10 · Payroll taxes

    total $6,224,650 · program services $5,487,707 · management and general $736,943

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $119,606 · program services $103,528 · management and general $16,078

  • 11c · Fees: accounting

    total $782,457 · program services $677,278 · management and general $105,179

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $527,287 · program services $367,771 · management and general $159,516

  • 13 · Office expenses

    total $243,032 · program services $169,510 · management and general $73,522

  • 14 · Information technology

    total $762,558 · program services $487,623 · management and general $274,935

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $3,222,124 · program services $2,635,326 · management and general $586,798

  • 17 · Travel

    total $762,802 · program services $442,788 · management and general $320,014

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $584,006 · program services $330,208 · management and general $253,798

  • 20 · Interest

    total $502,342 · program services $388,315 · management and general $114,027

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $2,178,909 · program services $1,850,904 · management and general $328,005

  • 23 · Insurance

    total $810,562 · program services $565,350 · management and general $245,212

  • 24a · Other expenses: SUBCONTRACTOR - OTHER

    total $11,394,071 · program services $9,862,459 · management and general $1,531,612

  • 24b · Other expenses: AUTO EXPENSES

    total $2,443,652 · program services $2,315,044 · management and general $128,608

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $1,857,098 · program services $1,518,892 · management and general $338,206

  • 24d · Other expenses: SUPPLIES

    total $1,498,835 · program services $1,340,227 · management and general $158,608

  • 24e · All other expenses

    total $3,463,849 · program services $2,626,697 · management and general $837,152

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,673,071 · end of year $9,724,889

  • 2 · Savings and temporary cash investments

    beginning of year $76,156 · end of year $76,973

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $13,306,729 · end of year $11,571,096

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $66,021 · end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $912,833 · end of year $921,513

  • 10a · Land, buildings and equipment: cost or other basis

    $41,764,306

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,929,826

  • 10c · Land, buildings and equipment, net

    beginning of year $23,861,561 · end of year $24,834,480

  • 11 · Investments: publicly traded securities

    beginning of year $3,092,697 · end of year $3,530,784

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    beginning of year $14,921,416 · end of year $14,721,205

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $18,520,213 · end of year $18,868,583

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,131,258 · end of year $6,921,148

  • 23 · Secured mortgages and notes payable

    beginning of year $10,635,834 · end of year $9,820,111

  • 25 · Other liabilities

    beginning of year $18,674,992 · end of year $18,768,698

  • 27 · Net assets without donor restrictions

    beginning of year $47,988,613 · end of year $48,739,566

Mission and programs · 2023

Mission

PROVIDES SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN THE STATES OF UTAH, ARIZONA, IDAHO, FLORIDA, AND OREGON. THE ORGANIZATION MAINTAINS THE FOLLOWING PROGRAMS: 1) RESIDENTIAL, 2) PROFESSIONAL PARENT, 3) IN HOME SUPPORT, 4) DAY TRAINING, 5) MANAGED CARE, 6) VOCATIONAL SERVICES, 7) EMPLOYMENT SERVICES, 8) FOSTER CARE SERVICES, AND 9) THERAPY SERVICES.

  • VARIOUS PROGRAMS PROVIDING SERVICES TO THE ELDERLY, THE MENTALLY IMPAIRED AND INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, DISABLED CHILDREN AND ADULTS AND ABUSED AND NEGLECTED CHILDREN AND FOSTER CARE SERVICES.

    Expenses $102,927,298 · Grants $375,894 · Revenue $116,391,545

  • THERAPY SERVICES

    Expenses $9,094,127 · Revenue $10,283,759

As filed on the 2023 return.

Listed in Part VII

  • Joshua Auer

    CEO & BOARD MEM

    Total calculated
    $916,814
    From this org
    $861,565
    From related orgs
    $0
    Other
    $55,249
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $532,625
    Bonus
    $320,000
    Other
    $8,940
    Deferred
    $13,200
    Nontaxable benefits
    $42,049
    Filer's total
    $916,814

  • Gerald Nebeker

    PRES& BOARD MEM

    Total calculated
    $855,303
    From this org
    $805,642
    From related orgs
    $0
    Other
    $49,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,201
    Bonus
    $204,722
    Other
    $78,719
    Deferred
    $9,594
    Nontaxable benefits
    $40,067
    Filer's total
    $855,303

  • Archie Fitzgerald

    CFO

    Total calculated
    $657,883
    From this org
    $621,775
    From related orgs
    $0
    Other
    $36,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,917
    Bonus
    $272,000
    Other
    $6,858
    Deferred
    $7,747
    Nontaxable benefits
    $28,361
    Filer's total
    $657,883

  • Mindi Mitchell

    COO

    Total calculated
    $447,257
    From this org
    $405,711
    From related orgs
    $0
    Other
    $41,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $100,000
    Other
    $5,711
    Deferred
    $13,200
    Nontaxable benefits
    $28,346
    Filer's total
    $447,257

  • Chris McCarthy

    GENERAL COUNSEL

    Total calculated
    $360,380
    From this org
    $337,685
    From related orgs
    $0
    Other
    $22,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,875
    Bonus
    $30,000
    Other
    $810
    Deferred
    $7,200
    Nontaxable benefits
    $15,495
    Filer's total
    $360,380

  • Sally Rustad

    VP HUMAN RESOURCES

    Total calculated
    $274,161
    From this org
    $235,603
    From related orgs
    $0
    Other
    $38,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,063
    Bonus
    $30,000
    Other
    $540
    Deferred
    $9,043
    Nontaxable benefits
    $29,515
    Filer's total
    $274,161

  • Sakshi Parker

    CONTROLLER

    Total calculated
    $245,666
    From this org
    $229,143
    From related orgs
    $0
    Other
    $16,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,333
    Bonus
    $20,000
    Other
    $810
    Deferred
    $9,133
    Nontaxable benefits
    $7,390
    Filer's total
    $245,666

  • Manuel Salazar

    EXECUTIVE DIRECTOR

    Total calculated
    $243,260
    From this org
    $240,905
    From related orgs
    $0
    Other
    $2,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,197
    Bonus
    $42,421
    Other
    $7,287
    Deferred
    not reported
    Nontaxable benefits
    $2,355
    Filer's total
    $243,260

  • Kristin Mancuso

    COO

    Total calculated
    $240,180
    From this org
    $201,140
    From related orgs
    $0
    Other
    $39,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    not reported
    Other
    $1,140
    Deferred
    $8,000
    Nontaxable benefits
    $31,040
    Filer's total
    $240,180

  • Michael Mancuso

    VP FACILITIES MGMT

    Total calculated
    $216,194
    From this org
    $216,042
    From related orgs
    $0
    Other
    $152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    not reported
    Other
    $6,042
    Deferred
    $1,400
    Nontaxable benefits
    -$1,248
    Filer's total
    $216,194

  • Steven Hunter

    BOARD MEMBER

    Total calculated
    $75,000
    From this org
    $75,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • William Malkovich

    Ex COO, Board

    Total calculated
    $47,181
    From this org
    $47,181
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $47,181
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $47,181

  • Debra Bowman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • Paul Dicosmo Jr

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0

  • Clint Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • Lynn Bowers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
INVOICES AND RECEIPTS ARE SUBMITTED BY BOARD MEMBERS AND OFFICERS TO BE VALIDATED BY THE ACCOUNTING DEPARTMENT FOR APPROVAL OF REIMBURSEMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • RISE LEGACY DEVELOPMENT LLC

    PROPERTY · UT · income $1,441,153 · assets $21,329,379

    Directly controlled by RISE INC

  • OPPORTUNITY MANAGEMENT GROUP LLC

    MANAGEMENT COMPANY · UT · income $12,999,259 · assets $2,929,820

    Directly controlled by RISE INC

  • RISE BEHAVIORAL & MENTAL HEALTH SVCS LLC

    MENTAL HEALTH THERAPIES & MEDICATION REVIEW · UT · income -$118 · assets $334

    Directly controlled by RISE INC

  • RISE EARLY INTERVENTION SERVICES LLC

    ASSESSMENT AND THERAPY FOR CHILDREN 0-3 YEARS · AZ · income $868,591 · assets $3,930,478

    Directly controlled by RISE INC

  • RISE FAMILY SERVICES LLC

    SUPPORT FOR BIOLOGICAL AND FOSTER FAMILIES · UT

    Directly controlled by RISE INC

  • RISE ARIZONA FAMILY SERVICES LLC

    SUPPORT FOR BIOLOGICAL AND FOSTER FAMILIES · AZ · income -$2,214,576 · assets $345,722

    Directly controlled by RISE INC

  • ABA EVERYDAY LLC

    APPLIED BEHAVIOUR ANALYSIS FOR CHILDREN SERVICES · FL · income -$1,347,161 · assets $617,272

    Directly controlled by RISE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THERAPY FOR DEVELOPMENTAL DISABILITIES

    C CORP · THERAPY · AZ · 100% owned · share of income $8,204 · share of assets $680,476 · controlled entity

    Directly controlled by RISE INC

  • COMMUNITY PARTNERSHIPS OF IDAHO INC

    C-CORP · SOCIAL SERVICES · ID · 100% owned · share of income -$202,079 · share of assets $4,305,112 · controlled entity

    Directly controlled by RISE INC

  • A&R CASE MANAGEMENT INC

    S CORP · SOCIAL SERVICES · ID · 100% owned · share of income $4,248 · share of assets $7,251,647 · controlled entity

    Directly controlled by RISE INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349305489

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