2025-08-29T11:54:18-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2023-01-01 843954465 RISE EDUCATION FUND RISE 8182171801 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 ELIZABETH CONN PRESIDENT 8182171801 2025-08-27 1 1 EMINA CRESSWELL P01217304 5097472600 2025-08-27 2023 2025-03-06 01:10:19Z X X MAXWELL LUBIN 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 2058769 0 X WWW.RISEED.FUND X 2020 CA SUPPORTING PROGRAMS THAT TRAIN AND MOBILIZE STUDENTS IN ADVOCACY WORK AND CIVIC PARTICIPATION TO ENSURE THE COST OF HIGHER EDUCATION NEVER PREVENTS STUDENTS FROM PURSUING THEIR DREAMS. 4 4 0 4 0 0 2986515 2058769 0 0 5 0 0 0 2986520 2058769 2624811 1890000 0 0 0 0 0 36000 36000 439013 62126 3063824 1988126 -77304 70643 474950 545593 0 0 474950 545593 X RISE EDUCATION FUND IS A CALIFORNIA-BASED, NON-PROFIT PUBLIC BENEFIT CORPORATION FORMED FOR SOCIAL WELFARE PURPOSES. RISE EDUCATION FUND SUPPORTS PROGRAMS EXECUTED BY RISE ACTION FUND TO RECRUIT, ORGANIZE, AND TRAIN STUDENT LEADERS AND SUPPORTERS TO BECOME ADVOCATES FOR COLLEGE AFFORDABILITY AND CIVIC PARTICIPATION. THESE PROGRAMS AIM TO ENSURE THAT ALL STUDENTS CAN ATTEND AND COMPLETE COLLEGE WHILE MEETING THEIR BASIC NEEDS AND WITHOUT TAKING OUT STUDENT LOAN DEBT. 0 0 1890000 1890000 GRANTMAKING: RISE EDUCATION FUND MAKES CONTROLLED GRANTS TO SUPPORT THE EDUCATIONAL AND CHARITABLE PURPOSES OF PROGRAMS FOCUSED ON YOUTH CIVIC EDUCATION AND STUDENT ORGANIZING FOR COLLEGE AFFORDABILITY. 1890000 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X ELIZABETH CONN 8182171801 14120 VENTURA BLVD STE C 51 SHERMAN OAKS CA 91423 MARYPATRICIA HECTOR DIRECTOR 0.01 40.00 X X 0 104902 3973 ELIZABETH CONN PRESIDENT 0.01 40.00 X X 0 116536 3436 MAXWELL LUBIN BOARD CHAIR, CEO 0.01 0.01 X X 0 41667 0 EMELIA MARTINEZ VP, SECRETARY, TREASURER (THRU 03/23) 0.01 40.00 X X 0 20000 1275 0 283105 8684 0 0 0 0 0 2058769 2058769 2058769 0 0 0 1890000 1890000 8818 8818 36000 36000 10215 10215 775 775 PROGRAM EXPENSES 16529 16529 OUTREACH 10680 10680 EVENT EXPENSES 8044 8044 DUES AND SUBSCRIPTIONS 6692 6692 373 373 1988126 1890000 62126 36000 474950 545593 474950 545593 0 0 X 474950 545593 474950 545593 474950 545593 70643 0 X 0 1 X 1 0 X 1465866 1923117 2986515 2058769 8434267 1465866 1923117 2986515 2058769 8434267 2590012 5844255 18 4 5 0 27 8434294 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1952126 1952126 247606 61902 0 0 225401 297716 247606 770723 1156085 233326 115477 348803 56350 74429 61902 192681 289022 50606 109638 160244 PART II-A, LINE 2: THE ORGANIZATION WAS FORMED IN 2020 AND MADE THE 501(H) ELECTION IN THE SAME YEAR. THE ORGANIZATION MEETS THE EXCEPTION FOR COMPLETING LINES 2A THROUGH 2F FOR TAX YEAR ENDING 12/31/2020. 0 X 2058769 0 2058769 0 2058769 1988126 0 1988126 0 1988126 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES BY EVALUATING ITS TAX POSITIONS AND RECOGNIZES A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. IF SUCH ISSUES EXIST, THE ORGANIZATION'S POLICY WILL BE TO RECOGNIZE ANY TAX LIABILITY SO RECORDED, INCLUDING APPLICABLE INTEREST AND PENALTIES, AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THAT AN ACCRUAL FOR UNCERTAIN MCOME TAX POSITIONS AND ADJUSTMENT TO THE TAX PROVISION WAS NOT NECESSARY. X X X X X 1 PHOENIX STRATEGIES INC 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE EDUCATION FUND. 0 0 36000 0 36000 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROVIDES INTERNET, EMAIL, PHONE, AND IN-PERSON SOLICITATION SERVICES FOR NON-GOVERNMENT GRANTS THROUGH FUNDRAISING ACTIVITIES. 1 RISE ACTION FUND 14120 VENTURA BLVD STE C 51 SHERMAN OAKS CA 91423 821876815 501(C)(4) 1890000 0 FUND PROGRAM RELATED SERVICES 0 1 PART I, LINE 2: THE ORGANIZATION DETERMINES GRANTS FOR ORGANIZATIONS THAT MEET THEIR SIMILAR EXEMPT PURPOSE WHICH ARE LOCATED IN THE U.S. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: RISE ACTION FUND (H) PURPOSE OF GRANT OR ASSISTANCE: TO FUND RELATED PROGRAM SERVICES OF RISE ACTIONFUND, INCLUDING FREE COLLEGE ADVOCACY, STUDENT CIVIC PARTICIPATION, AND DIRECT STUDENT SUPPORT. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED AND ACCEPTED BY THE BOARD AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, TREASURER AND CHIEF FINANCIAL OFFICER, EXECUTIVE DIRECTOR, AND MEMBERS OF THE BOARD OF DIRECTORS MUST DISCLOSE ANY TRANSACTION AND ALL MATERIAL FACTS REGARDING THEIR INTEREST IN THE TRANSACTION OR THE INTEREST OF ANY PERSON WITH BUSINESS OR FAMILY RELATIONSHIPS TO THE INTERESTED PERSON. THE BOARD OR COMMITTEE EMPOWERED TO APPROVE THAT SPECIFIC TYPE OF TRANSACTION THEN DETERMINES IF A CONFLICT OF INTEREST EXISTS, WITHOUT THE INTERESTED PERSON PRESENT. IF A CONFLICT OF INTEREST EXISTS, THE BOARD OR COMMITTEE WILL COMPILE AND REVIEW APPROPRIATE DATA TO ASCERTAIN WHETHER THE PROPOSED TRANSACTION IS FAIR AND REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. IF THE TRANSACTION INVOLVES A DIRECTOR WITH A MATERIAL FINANCIAL INTEREST, THE TRANSACTION MAY THEN BE APPROVED BY A VOTE OF THE MAJORITY OF THE DIRECTORS THEN IN OFFICE, NOT INCLUDING THE VOTE OF ANY INTERESTED DIRECTORS. THEN, AT THE NEXT BOARD MEETING, THE TRANSACTION MUST BE RATIFIED BY THE FULL BOARD, AGAIN BY A VOTE OF A MAJORITY OF DIRECTORS THEN IN OFFICE NOT COUNTING ANY INTERESTED DIRECTORS. IF THE TRANSACTION DOES NOT INVOLVE A DIRECTOR WITH A MATERIAL FINANCIAL INTEREST, THE TRANSACTION CAN BE APPROVED BY THE BOARD OR COMMITTEE BY MAJORITY VOTE OF THOSE PRESENT AT A MEETING FOR WHICH QUORUM REQUIREMENTS HAVE BEEN MET, EXCLUDING THE VOTE OF ANY INTERESTED PERSON. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. AMENDED RETURN EXPLANATION: PART I, LINE 6: THE TOTAL NUMBER OF VOLUNTEERS WAS UPDATED TO REFLECT THE NUMBER OF UNPAID BOARD MEMBERS. PART IV, LINE 4: THIS WAS UPDATED TO YES DUE TO THE LOBBYING ACTIVITY THAT OCCURRED DURING THE TAX YEAR. PART IV, LINE 17: THIS WAS MARKED YES TO REPORT THE PROFESSIONAL FUNDRAISING FEES. PART IV, LINES 12A: THIS WAS MARKED YES AS THE 2022 FINANCIAL STATEMENTS WERE AUDITED. PART VI, LINE 1A & 1B: THE NUMBERS WERE UPDATED TO REFLECT THE CORRECT NUMBER NUMBER OF VOTING MEMBERS OF THE BOARD IN 2022. PART VII, LINE 1A: THE LIST OF DIRECTORS AND OFFICERS WAS UPDATED TO REFLECT RELATED ORGANIZATION COMPENSATION. PART IX: PART IX WAS UPDATED TO REFLECT THE AUDITED FINANCIAL STATEMENTS. PART XII, LINE 1: THE ACCOUNTING METHOD WAS UPDATED TO REFLECT ACCRUAL BASIS INSTEAD OF CASH BASIS TO MATCH THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XII, LINES 2B & 2C: THESE QUESTIONS WERE CORRECT TO BE MAKRED YES AS AN AUDIT OCCURED IN 2023. SCHEDULE A, PART II, SECTION A, LINE 5: SCHEDULE A WAS UPDATED TO REFLECT EXCESS CONTRIBUTORS. SCHEDULE C, PART II-A: SCHEDULE C WAS ADDED TO REFLECT THAT THE ORGANIZATION HAS A 501(H) ELECTION AND THAT IT INCURRED LOBBYING EXPENSES. SCHEDULE D, PART XI, XII, & XIII: SCHEDULE D WAS ADDED AS AN AUDIT OCCURED IN 2023. SCHEDULE G: SCHEDULE G WAS ADDED TO REPORT THE PROFESSIONAL FUNDRAISING FEES. SCHEDULE R, LINES 1B, 1N, 1O & 2: THESE WERE MARKED YES TO REFLECT THE SHARING OF FACILITIES AND OF PAID EMPLOYEES WITH AND GRANT TO RELATED ORGANIZATION RISE ACTION FUND THE AMOUNT OF THE GRANT WAS DISCLOSED ON LINE 2. RISE ACTION FUND 14120 VENTURA BLVD STE C 51 SHERMAN OAKS CA 91423 821876815 FREE COLLEGE ADVOCACY/ ST. CIVIC PARTIC. CA 501(C)(4) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 RISE ACTION FUND B 1890000 FMV