2025-08-29T11:56:03-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2024-01-01 843954465 RISE EDUCATION FUND RISE 8182171801 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 ELIZABETH CONN TREASURER 8182171801 2025-08-27 1 1 EMINA CRESSWELL P01217304 5097472600 2025-08-27 2024 2025-03-06 01:10:19Z X MARYPATRICIA HECTOR 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 4666512 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. 3 3 0 3 0 0 2058769 4666512 0 0 0 0 0 0 2058769 4666512 1890000 4447500 0 0 0 0 0 95500 145998 98126 91425 1988126 4634425 70643 32087 545593 577680 0 0 545593 577680 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 4470097 4447500 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. 4470097 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 3 3 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 513 SHERMAN OAKS CA 91423 MARYPATRICIA HECTOR PRESIDENT 0.01 40.00 X X 0 136973 9495 ELIZABETH CONN TREASURER 0.01 40.00 X X 0 120543 9603 MAXWELL LUBIN SECRETARY 0.01 0.01 X X 0 0 0 0 257516 19098 0 0 0 0 0 4666512 4666512 4666512 0 0 0 4447500 4447500 7879 7879 7025 7025 95500 95500 18536 16682 1854 2552 2297 144 111 4883 1026 3857 15725 15725 FUNDRAISING 20039 20039 EVENT EXPENSES 9102 9102 TAXES AND LICENSES 4020 3618 402 MEALS AND ENTERTAINMENT 1664 1664 4634425 4470097 18330 145998 545593 577680 545593 577680 0 0 X 545593 577680 545593 577680 545593 577680 32087 0 X 0 1 X 1 0 X 1465866 1923117 2986515 2058769 4666512 13100779 1465866 1923117 2986515 2058769 4666512 13100779 3887904 9212875 18 4 5 0 0 27 13100806 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4488427 4488427 374421 93605 0 0 225401 297716 247606 374421 1145144 1717716 233326 115477 348803 56350 74429 61902 93605 286286 429429 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 4666512 0 4666512 0 4666512 4634425 0 4634425 0 4634425 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 BLACKWELL GROUP 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS AND GRANTWRITING FOR RISE 0 505000 47500 457500 ELLEN STACY KRAMER 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE EDUCATION FUND. 0 82250 24000 58250 KYLE SPENCER 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE EDUCATION FUND. 0 82250 24000 58250 669500 95500 574000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 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 513 SHERMAN OAKS CA 91423 821876815 501(C)(4) 4447500 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 ACTION FUND, 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. RISE ACTION FUND 14120 VENTURA BLVD STE C 513 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 4447500 FAIR MARKET VALUE