2025-08-29T11:51:51-05:00 2022-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2022-01-01 843954465 RISE EDUCATION FUND RISE 3109484921 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 ELIZABETH CONN PRESIDENT 3109484921 2025-08-28 1 1 EMINA CRESSWELL P01217304 5097472600 2025-08-28 2022 2025-03-06 01:10:19Z X X MAXWELL LUBIN 14120 VENTURA BLVD C 513 SHERMAN OAKS CA 91423 2986520 0 X WWW.RISEFREE.ORG 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 1923117 2986515 0 0 4 5 0 0 1923121 2986520 939815 2624811 0 0 0 0 0 109500 109500 523203 329513 1463018 3063824 460103 -77304 552254 474950 0 0 552254 474950 X 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.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 1767365 1008000 STUDENT CIVIC PARTICIPATION:IN 2022, RISE EDUCATION FUND CONTINUED GROWING ITS STUDENT CIVIC ENGAGEMENT PROGRAM BY MOBILIZING STUDENTS ACROSS THE COUNTRY TO THE POLLS TO BUILD POLITICAL POWER. RISE ALSO EXPANDED ITS BLACK THE VOTE PROGRAM - A TRAINING PROGRAM AND PATHWAY FOR BLACK COLLEGE STUDENTS TO EMBRACE THEIR POWER AND LEAD TRANSFORMATIONAL CHANGE ON THEIR CAMPUSES AND IN THEIR COMMUNITIES. RISE RECRUITED AN ADDITIONAL 1,000 BLACK STUDENTS WHO LEARNED HOW TO FIGHT VOTER SUPPRESSION AND MOBILIZE THEIR PEERS TO THE POLLS. 1030963 1372500 FREE COLLEGE ADVOCACY:RISE EDUCATION FUND RECRUITED AND TRAINED STUDENTS TO LEAD STATE-WIDE CAMPAIGNS ADVOCATING FOR THE EXPANSION OF EXISTING FREE COLLEGE PROGRAMS. ACTIVITIES INCLUDED SHARING STUDENT STORIES, COLLECTING PETITION SIGNATURES, AND MEETING WITH LAWMAKERS IN VARIOUS STATE CAPITOLS. 147280 244311 DIRECT STUDENT SUPPORT:RISE EDUCATION FUND 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. 2945608 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 1 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 3109484921 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 MAXWELL LUBIN CHAIR OF THE BOARD 0.01 40.00 X X 0 104667 0 ELIZABETH CONN PRESIDENT 0.01 40.00 X X 0 72752 0 EMELIA MARTINEZ VICE PRESIDENT, SECRETARY, TREASURER 0.01 40.00 X X 0 61099 2559 0 238518 2559 0 0 0 0 PHOENIX STRATEGIES INC 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 FUNDRAISING 109500 1 2986515 2986515 5 5 2986520 0 0 5 2620000 2620000 4811 4811 6600 6600 109500 109500 5500 5500 54435 54435 2116 2116 PROGRAM SUPPLIES 123418 123418 OUTREACH 90536 90536 EVENT EXPENSES 40813 40813 MISCELLANEOUS 3492 3492 2603 2603 3063824 2945608 8716 109500 552254 474950 552254 474950 0 0 X 552254 474950 552254 474950 552254 474950 -77304 0 X 0 1 X 1 0 X 1465866 1923117 2986515 6375498 1465866 1923117 2986515 6375498 2044434 4331064 18 4 5 27 6375525 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109638 5839 115477 2838847 2954324 297716 74429 35209 0 1 225401 297716 523117 784676 233326 115477 348803 56350 74429 130779 196169 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 2986520 0 2986520 0 2986520 3063824 0 3063824 0 3063824 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 PHOENIX STRATEGIES INC 14120 VENTURA BLVD STE C 513 SHERMAN OAKS CA 91423 SOLICITED FUNDS VIA RELATIONSHIPS FOR RISE EDUCATION FUND. 0 0 109500 0 109500 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) 2425000 0 FUND PROGRAM SERVICES SELMA CENTER FOR NONVIOLENCE 8 MULBERRY ROAD SELMA AL 36703 473461578 501(C)(3) 10000 0 SPONSOR THE SELMA BRIDGE CROSSING AGUILA YOUTH LEADERSHIP INSTITUTE PO BOX 26392 PHOENIX AZ 85285 205820343 501(C)(3) 25000 0 SUPPORT AZ STUDENTS ASSOCIATION YOUNG INVICIBLES 1025 CONNECTICUT AVE NW 914 WASHINGTON DC 20036 462214021 501(C)(3) 150000 0 GRANT - SUPPORT STUDENT LOAN RELIEF 3 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. NAME OF ORGANIZATION OR GOVERNMENT: SELMA CENTER FOR NONVIOLENCE, TRUTH AND RECONCILIATION (H) PURPOSE OF GRANT OR ASSISTANCE: DONATION TO SPONSOR THE SELMA BRIDGE CROSSING FOR VOTING RIGHTS. PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION (CONTINUED) NAME OF ORGANIZATION OR GOVERNMENT: AGUILA YOUTH LEADERSHIP INSTITUTE (H) PURPOSE OF GRANT OR ASSISTANCE: DONATION TO SUPPORT ARIZONA STUDENTS' ASSOCIATION GET-OUT-THE-VOTE WORK. NAME OF ORGANIZATION OR GOVERNMENT: YOUNG INVINCIBLES (H) PURPOSE OF GRANT OR ASSISTANCE: GRANT TO SUPPORT STUDENT LOAN RELIEF EDUCATION AND OUTREACH. 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 2022. 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 2022. 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 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 2425000 FMV