2025-08-28T12:38:12-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2023-01-01 821876815 RISE ACTION FUND RISE 8182171801 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 ELIZABETH CONN COO 3109484921 2025-08-25 1 1 EMINA CRESSWELL P01217304 5097472600 2025-08-25 2023 2025-03-06 01:10:19Z X X MARYPATRICIA HECTOR 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 2594889 0 X WWW.RISEFREE.ORG X 2017 CA BUILDING STUDENTS' POLITICAL POWER TO ENSURE THE COST OF HIGHER EDUCATION NEVER PREVENTS STUDENTS FROM PURSUING THEIR DREAMS. 6 5 26 6 0 0 3728837 2594889 0 0 0 0 0 0 3728837 2594889 0 0 0 0 877639 1205351 0 36000 94262 2615874 1443911 3493513 2685262 235324 -90373 200329 113090 3183 6317 197146 106773 X RISE ACTION FUND IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION FORMED FOR SOCIAL WELFARE PURPOSES. RISE ACTION FUND'S ACTIVITIES INCLUDE RECRUITING, ORGANIZING, AND TRAINING STUDENT LEADERS AND SUPPORTERS TO BECOME ADVOCATES FOR FREE COLLEGE TUITION 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 1195148 FREE COLLEGE ADVOCACY:RISE'S STUDENT ORGANIZERS STRENGTHENED THE ORGANIZATION'S FREE COLLEGE ADVOCACY EFFORTS ACROSS GEORGIA, MICHIGAN, PENNSYLVANIA, AND WISCONSIN, INCREASING ACCESS TO COLLEGE FOR THOUSANDS OF STUDENTS. TO ADDRESS THE STUDENT LOAN DEBT CRISIS, RISE HELPED SPREAD THE WORD WITH THE SAVE ON STUDENT DEBT CAMPAIGN, MAKING 15,000+ CALLS TO INFORM STUDENT LOAN BORROWERS OF BETTER REPAYMENT OPTIONS. 956119 STUDENT CIVIC PARTICIPATION:RISE LAUNCHED ITS CIVIC ENGAGEMENT TRAINING PROGRAM, RISE UNIVERSITY, A TRAINING PROGRAM AND PATHWAY FOR COLLEGE STUDENTS TO EMBRACE THEIR POWER AND LEAD TRANSFORMATIONAL CHANGE ON THEIR CAMPUSES AND IN THEIR COMMUNITIES. TO BUILD STUDENTS' POLITICAL POWER, RISE ORGANIZED AROUND THE WISCONSIN SUPREME COURT RACE IN APRIL, HAVING OVER 50,000 CONVERSATIONS AND HELPING OVER 7,000 YOUNG VOTERS MAKE A PLAN TO VOTE. 239028 DIRECT STUDENT SUPPORT:RISE INVESTED IN THE STUDENT NAVIGATOR NETWORK, A PEER-TO-PEER CASE MANAGEMENT PROGRAM, AND ESTABLISHED STUDENT NAVIGATOR NETWORKS ON COLLEGE CAMPUSES ACROSS THE COUNTRY. RISE BUILT PARTNERSHIPS WITH HIGHER EDUCATION ADMINISTRATORS TO DEVELOP THE TRUST AND SUPPORT NEEDED TO WORK WITH RISE TO INSTITUTIONALIZE THIS WORK, ULTIMATELY HIRING AND TRAINING STUDENT NAVIGATORS TO CONNECT PEERS EXPERIENCING BASIC NEEDS INSECURITY WITH LOCAL RESOURCES AND PUBLIC BENEFITS ON THEIR OWN CAMPUSES. BY THE END OF 2023, RISE DECIDED TO END THE PROGRAM DUE TO ISSUES OF FINANCIAL SUSTAINABILITY AND LACK OF INSTITUTIONAL BUY-IN. 2390295 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 105 0 1 26 1 0 0 0 0 1 1 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X ELIZABETH CONN 3109484921 14120 VENTURA BLVD SHERMAN OAKS CA 91423 MAXWELL LUBIN DIRECTOR 0.01 0.01 X 41667 0 0 NADYA CHINOY DABBY BOARD CHAIR 0.01 X X 0 0 0 MORLEY WINOGRAD THRU 062023 BOARD CHAIR 0.01 X X 0 0 0 RYAN MORGAN DIRECTOR 0.01 X 0 0 0 SHELLEY JACKSON DIRECTOR 0.01 X 0 0 0 MICHELLE MARSHALL DIRECTOR 0.01 X 0 0 0 LYNDON WALLER DIRECTOR 0.01 X 0 0 0 MARYPATRICIA HECTOR CEO 40.00 0.01 X 104902 0 3973 ELIZABETH CONN SECRETARY/CFO/COO 40.00 0.01 X 116536 0 3436 EMELIA MARTINEZ SECRETARY (THRU 03/2023) 40.00 0.01 X 20000 0 1275 283105 0 8684 2 0 0 0 0 1890000 704889 2594889 2594889 0 0 0 X 291788 248019 29179 14590 605291 514498 60529 30264 40112 36101 4011 268160 227936 26816 13408 40761 40761 13318 13318 36000 36000 398441 398441 33994 30595 3399 4950 4455 495 7575 6818 757 97255 97255 7297 7297 7631 6868 763 EVENT EXPENSES AND ORGA 731971 731971 OUTSIDE SERVICES 39733 32160 7573 SOFTWARE 26451 23806 2645 DUES AND SUBSCRIPTIONS 13727 12354 1373 20807 19018 1789 2685262 2390295 200705 94262 198634 74905 1695 1695 43787 7297 0 36490 200329 113090 3183 6317 3183 6317 X 197146 106773 197146 106773 200329 113090 -90373 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43787 7297 36490 36490 X 2594889 0 2594889 0 2594889 2685262 0 2685262 0 2685262 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 INCOME TAX POSITIONS AND ADJUSTMENT TO THE TAX PROVISION WAS NOT NECESSARY. X X X X X 1 ELLEN STACY KRAMER 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE ACTION FUND. 0 99965 18000 81965 KYLE SPENCER 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE ACTION FUND. 0 99965 18000 81965 PHOENIX STRATEGIES INC 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE ACTION FUND. 0 65000 0 65000 264930 36000 228930 CA GA SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROVIDES INTERNET, EMAIL, PHONE, AND IN-PERSON SOLICITATION SERVICES FOR NON-GOVERNMENT GRANTS THROUGH FUNDRAISING ACTIVITIES. MAXWELL LUBIN CEO AMAZON X 1695 1695 0 0 0 1695 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 C, LINE 19 THE ORGANIZATIONS MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STUDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 398,441. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,441. AMENDED RETURN EXPLANATION: PART I, LINE 6: THE TOTAL NUMBER OF VOLUNTEERS WAS UPDATED TO REFLECT THE NUMBER OF UNPAID BOARD MEMBERS. PART IV, LINES 12A: THIS WAS MARKED YES AS THE 2023 FINANCIAL STATEMENTS WERE AUDITED. PART IV, LINE 17: THIS WAS MARKED YES TO REPORT THE PROFESSIONAL FUNDRAISING FEES. PART VI, LINE 1: THESE NUMBERS WERE UPDATED TO REFLECT THE NUMBER OF VOTING AND INDEPENDENT VOTING MEMBERS AT YEAR END. PART VII, SECTION A, LINE 1A: THE LIST OF DIRECTORS AND OFFICERS AND COMPENSATION WAS ADJUSTED TO REFLECT ALL TAXABLE AND NONTAXABLE COMPENSATION. PART IX: PART IX WAS UPDATED TO REFLECT THE AUDITED FINANCIAL STATEMENTS. PART IX, LINE 5: THE OFFICER COMPENSATION WAS UPDATED TO INCLUDE THE CORRECT COMPENSATION OF OFFICERS. PART IX, LINE 7: THE AMOUNT WAS UPDATED TO ADJUST FOR THE OFFICER COMPENSATION INADVERTENTLY INCLUDED ON THIS LINE. PART IX, LINE 9: THE AMOUNT WAS UPDATED TO ADJUST FOR THE OFFICER COMPENSATION INADVERTENTLY INCLUDED ON THIS LINE. PART X: PART X WAS UPDATED TO REFLECT THE AUDITED FINANCIAL STATEMENTS. PART XI, LINE 8: THE PRIOR PERIOD ADJUSTMENT WAS REMOVED. 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 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 L, PART II: SCHEDULE L WAS ADDED TO REPORT THE LOAN FROM THE ORGANIZATION TO AN OFFICER. SCHEDULE R, PART II: COLUMN E WAS UPDATED TO LINE 7 AND COLUMNS F AND G WERE UPDATED TO REFLECT THAT RISE EDUCATION FUND IS A CONTROLLED ENTITY. SCHEDULE R, LINES 1N & 1O: THESE WERE MARKED YES TO REFLECT THE SHARING OF FACILITIES AND OF PAID EMPLOYEES WITH RELATED ORGANIZATION RISE EDUCATION FUND. RISE EDUCATION FUND 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 843954465 FREE COLLEGE ADVOCACY/ ST. CIVIC PARTIC. CA 501(C)(3) LINE 7 RISE ACTION FUND 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 RISE EDUCATION FUND C 1890000 FMV