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Nonprofiteer
← RIZE MASSACHUSETTS FOUNDATION INC

Form 990 for tax year 2023

Filed by RIZE MASSACHUSETTS FOUNDATION INC.

Totals

Total revenue
$1,456,351
Total expenses
$3,921,667
Contributions and grants received
$1,349,397
Grants paid
$1,967,462
Program service revenue
$0
Investment income
$144,827
Other revenue
-$37,873
Total assets, end of year
$6,653,753
Total liabilities, end of year
$328,833
Net assets or fund balances, end of year
$6,324,920
Program services expenses (Part IX)
$3,135,872
Management and general expenses
$444,096
Fundraising expenses
$341,699
Program service expenses (Part III)
$3,135,872

Program services were 80.0% 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.

  • 1c · Fundraising events

    $381,705

  • 1f · All other contributions, gifts and grants

    $967,692

  • 3 · Investment income

    total $144,827 · excluded $144,827

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $381,705

  • 8b · Fundraising events: direct expenses

    $37,873

  • 8c · Net income from fundraising events

    total -$37,873 · excluded -$37,873

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,967,462 · program services $1,967,462

  • 5 · Compensation of officers, directors and key employees

    total $406,943 · program services $174,956 · management and general $80,198 · fundraising $151,789

  • 7 · Other salaries and wages

    total $608,515 · program services $459,807 · management and general $100,553 · fundraising $48,155

  • 8 · Pension plan contributions

    total $15,588 · program services $9,744 · management and general $2,775 · fundraising $3,069

  • 9 · Other employee benefits

    total $82,791 · program services $51,752 · management and general $14,737 · fundraising $16,302

  • 10 · Payroll taxes

    total $54,700 · program services $34,193 · management and general $9,737 · fundraising $10,770

  • 11c · Fees: accounting

    total $58,750 · management and general $58,750

  • 11d · Fees: lobbying

    total $44,000 · program services $44,000

  • 11g · Fees: other

    total $566,806 · program services $349,454 · management and general $111,948 · fundraising $105,404

  • 13 · Office expenses

    total $43,630 · program services $10,106 · management and general $27,589 · fundraising $5,935

  • 17 · Travel

    total $8,485 · program services $7,884 · management and general $342 · fundraising $259

  • 19 · Conferences, conventions and meetings

    total $20,635 · program services $19,514 · management and general $1,105 · fundraising $16

  • 23 · Insurance

    total $11,862 · management and general $11,862

  • 24a · Other expenses: PROFESSIONAL DEVELOPMEN

    total $31,500 · program services $7,000 · management and general $24,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,529,042 · end of year $57,815

  • 2 · Savings and temporary cash investments

    end of year $5,463,354

  • 3 · Pledges and grants receivable

    beginning of year $2,539,728 · end of year $1,102,584

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,000 · end of year $30,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $303,534 · end of year $328,833

  • 27 · Net assets without donor restrictions

    beginning of year $6,312,204 · end of year $5,150,820

  • 28 · Net assets with donor restrictions

    beginning of year $2,478,032 · end of year $1,174,100

Mission and programs · 2023

Mission

RIZE MASSACHUSETTS (RIZE) IS THE ONLY PUBLIC-PRIVATE PARTNERSHIP SOLELY DEDICATED TO FUNDING SOLUTIONS TO END THE OVERDOSE CRISIS.RIZE'S GOAL IS TO ENSURE THAT PEOPLE SUFFERING FROM SUBSTANCE USE DISORDER HAVE ACCESS TO CARE AND EXPERIENCE BETTER QUALITY OF LIFE AND OVERALL HEALTH. GUIDED BY THOSE WITH LIVED EXPERIENCE AND UNAFRAID OF NEW IDEAS, RIZE IS BUILDING NETWORKS, CREATING PROGRAMMING, AND SUPPORTING COMMUNITY PARTNERS WHO ARE USING NOVEL APPROACHES TO PREVENTING OVERDOSE. RIZE SEEKS TO INCREASE VISIBILITY, EXPAND THE EVIDENCE BASE, AND INFORM POLICY SO THAT GOVERNMENT AND THE TREATMENT AND RECOVERY COMMUNITY CAN MORE CONFIDENTLY ELEVATE PROGRAMS WITH PROMISE. AT THE SAME TIME, RIZE IS AMPLIFYING THE VOICES OF ITS COMMUNITY PARTNERS TO BRING GREATER AWARENESS AND URGENCY TO THE DEVASTATING IMPACT OF THE OVERDOSE CRISIS.WE ENVISION A MASSACHUSETTS WITH ZERO STIGMA AND ZERO DEATHS.

Activities or mission (Part I)

TO FUND SOLUTIONS TO END THE OVERDOSE CRISIS

  • MISSION PROGRAM - THIS PROGRAM IS ALL ENCOMPASSING DELIVERING COMPREHENSIVE, COMPASSIONATE, AND SUSTAINABLE APPROACHES TO PREVENTION, HARM REDUCTION, TREATMENT, AND RECOVERY; DELIVERING DATA, COMMISSIONED RESEARCH, AND EVALUATION TO EXPAND THE EVIDENCE BASE AND INFORM POLICY; AND DELIVERING EFFORTS TO REDUCE THE IMPACT OF OPIOID USE DISORDER (OUD) ON THE ECONOMY, FAMILIES, AND COMMUNITIES.

    Expenses $3,135,872 · Grants $1,967,462

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JULIE BURNS

    PRESIDENT & CEO

    Total calculated
    $412,806
    From this org
    $352,839
    From related orgs
    $0
    Other
    $59,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,115
    Bonus
    $30,450
    Other
    $19,274
    Deferred
    $28,754
    Nontaxable benefits
    $31,213
    Filer's total
    $412,806

  • STEVE POLLOCK

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOY ROSEN

    TREASURER & CLERK (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    1

  • STEVEN LIPINER

    TREASURER (FROM 12/2023)

    Total calculated
    $0
    Hours/week
    1

  • JACK CONNORS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM FOLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CANDACE REDDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL TANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CURRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTIE HAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DORIS KRAEMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA MA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN COOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANNE POWERS

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $132,790
    From this org
    $129,924
    From related orgs
    $0
    Other
    $2,866
    Hours/week
    40

  • SARAH MERREFIELD

    SENIOR PROGRAM OFFICER

    Total calculated
    $143,664
    From this org
    $132,740
    From related orgs
    $0
    Other
    $10,924
    Hours/week
    40

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

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
NON-FIXED PAYMENTS, IN FORM OF A BONUS, WERE PAID DURING THE YEAR AFTER APPROVAL BY THE BOARD OF DIRECTORS.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
20 October 2024
IRS schema version
2023v5.1
Source object
202432959349301103

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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