2025-11-12T14:47:25-08:00 2024-12-31 860130568 Tull Forsberg & Olson PLC 5225 N Central Ave Suite 220 Phoenix AZ 85012 990 2024-01-01 870454287 RISE INC RISE 4804971889 4554 EAST INVERNESS 134 MESA AZ 85206 JAMIE ILLING VP OF FINANCE 2025-11-12 true true LYNN C OLSON P00154155 6022775447 2024 2025-03-06 01:10:19Z JAMIE ILLING 154330592 false X WWW.RISESERVICESINC.ORG X 1988 UT RISE CREATES OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO THRIVE AT EVERY STAGE OF LIFE THROUGH HIGH-QUALITY SERVICES FOR PEOPLE WITH DEVELOMPENTAL DISABILITIES ACROSS UTAH, ARIZONA, IDAHO, FLORIDA, OREGON, AND MISSOURI. THE ORGANIZATION MAINTAINS THE FOLLOWING PROGRAMS: 1) RESIDENTIAL, 2) PROFESSIONAL PARENT, 3) IN HOME SUPPORT, 4) DAY TRAINING, 5) MANAGED CARE, 6) VOCATIONAL SERVICES, 7) EMPLOYMENT SERVICES, 8) FOSTER CARE SERVICES, 9) THERAPY SERVICES, AND 10) BEHAVIORAL HEALTH SERVICES. 8 6 4973 17 -349577 659032 4593317 126551304 133594601 187104 10714983 281229 724519 127678669 149627420 379011 70077 0 96222383 106689526 0 0 31153190 34185645 127754584 140945248 -75915 8682172 84249523 96283832 35509957 38713335 48739566 57570497 RISE CREATES OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO THRIVE AT EVERY STAGE OF LIFE THROUGH HIGH-QUALITY SERVICES FOR PEOPLE WITH DEVELOMPENTAL DISABILITIES ACROSS UTAH, ARIZONA, IDAHO, FLORIDA, OREGON, AND MISSOURI. THE ORGANIZATION MAINTAINS THE FOLLOWING PROGRAMS: 1) RESIDENTIAL, 2) PROFESSIONAL PARENT, 3) IN HOME SUPPORT, 4) DAY TRAINING, 5) MANAGED CARE, 6) VOCATIONAL SERVICES, 7) EMPLOYMENT SERVICES, 8) FOSTER CARE SERVICES, 9) THERAPY SERVICES, AND 10) BEHAVIORAL HEALTH SERVICES. false false 110081324 70077 122058330 RISE provides community-based programs and support services for individualswith intellectual and developmental disabilities, behavioral health needs, and otherspecial needs. Services include residential and day programs, employment andhabilitation support, home and community-based care, foster care for children andadults, and services for seniors and individuals experiencing mental healthchallenges. 10404271 11536271 RISE provides early intervention and applied behavior analysis (ABA) services forinfants and children with developmental delays or autism spectrum disorder.Services include assessment, individualized treatment planning, and family trainingto support developmental growth, communication, and daily living skills in homeand community settings. 120485595 true true false false false false false false true false true false true true true true false true false false false false false false false false false true true true false false false false true true true true true false false false true true true true false false true 254 0 true 4973 true false false false false false false false 0 false false false false false false false false false false X 8 6 false true false false false false false true true false false true true true true true true true true false OR X X JAMIE ILLING 4804971889 4554 EAST INVERNESS AVE STE 134 MESA AZ 85206 GERALD NEBEKER PRES& BOARD MEM 40.00 0.00 X X 3335389 0 52372 JOSHUA AUER CEO & BOARD MEM 40.00 0.00 X X 736337 0 67787 ARCHIE FITZGERALD CFO 40.00 0.00 X 463950 0 43878 MINDI MITCHELL COO 40.00 0.00 X 357698 0 44314 CHRIS MCCARTHY GENERAL COUNSEL 40.00 0.00 354242 0 30209 SALLY RUSTAD VP HUMAN RESOURCES 40.00 0.00 248040 0 39208 MICHAEL MANCUSO VP FACILITIES MGMT 40.00 0.00 264826 0 10189 SAKSHI PARKER CONTROLLER 40.00 0.00 255435 0 16166 KRISTIN MANCUSO COO 40.00 0.00 X 201140 0 43812 MARISSA PETTY EXECUTIVE DIRECTOR 40.00 0.00 198633 0 8488 WILLIAM MALKOVICH Director 0.00 0.00 X 56524 0 0 STEVEN HUNTER BOARD MEMBER 40.00 0.00 X 43750 0 0 BELLA ANDRADE BOARD MEMBER 0.00 0.00 X 0 0 0 DEBRA BOWMAN BOARD MEMBER 0.00 0.00 X 0 0 0 PAUL DICOSMO JR BOARD CHAIR 0.00 0.00 X 0 0 0 CLINT PETERSON BOARD MEMBER 0.00 0.00 X 0 0 0 LYNN BOWERS BOARD MEMBER 0.00 0.00 X 0 0 0 6515964 356423 10 false true false BARNES CONSTRUCTION LLC 5304 FARMWAY RD CALDWELL ID 83608 CONTRACTOR / PROPERTY & M 759856 DYNAMIC FLEET SERVICES LLC 4542 E INVERNESS AVE MESA AZ 85206 FLEET MGMT/CONSTRUCT 617322 THERAPY FOR DEVELOPMENTAL 4554 E INVERNESS AVE MESA AZ 85206 THERAPY 4382486 DIRECT CARE INNOVATIONS LLC 5416 E BASELINE RD STE 200 MESA AZ 85206 SOFTWARE SUBSCRIPTION SER 399379 ACUMEN LLC 5416 E BASELINE RD STE 200 MESA AZ 85206 IT SERVICES/PAYROLL ADMIN 3062537 22 881080 3480522 231715 1196410 4593317 DEVELOPMENTAL DISABILITY 624100 120373931 120373931 FOSTER CARE 624100 1684399 1684399 THERAPY SERVICES 624100 11536271 11536271 133594601 762508 762508 0 0 220525 277875 -57350 -57350 -8586 -48764 12611785 1761343 2825519 1595134 9786266 166209 9952475 9952475 9095 4644 4451 0 0 CONTRACT SERVICE FEES 900099 221046 221046 MANAGEMENT FEES 900099 769591 769591 Tax refund 990099 92405 92405 -305624 35367 -340991 777418 149627420 145427993 -349577 -48764 48342 48342 21735 21735 0 0 6872387 6011710 860677 0 83015941 72619274 10396667 422372 368088 54284 9623611 8386766 1236845 6755215 5887022 868193 0 52303 44175 8128 804757 679694 125063 0 0 0 600662 507317 93345 732345 463150 269195 285185 180357 104828 753640 422479 331161 0 3279161 2662423 616738 829705 474225 355480 0 609339 346630 262709 515315 368916 146399 0 2446599 2047113 399486 951481 601736 349745 SUBCONTRACTOR - 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NON CURRENT PORTION 12873641 SETTLEMENT LIABILITY 810000 18993068 X 151748410 -184141 2392892 2208751 149539659 87761 87761 149627420 143163893 2218645 2218645 140945248 140945248 Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib THE ORGANIZATION SERVES AS THE SOCIAL SECURITY REPRESENTATIVE PAYEE FOR CERTAIN CLIENTS AND MAINTAINS THEIR BANK ACCOUNTS. Part X : FIN48 Footnote The Organization follows the provisions of ASC 740, Income Taxes of the FASB Accounting Standards Codification when accounting for uncertainty in income taxes. As of December 31, 2024, due to statutes of limitations, the Organization is no longer subject to examination of its income tax returns by the federal and state authorities for years prior to 2021 and 2020, respectively. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 BOOK/TAX DIFFERENCE K-1 TEAM PC $344673 BOOK/TAX DIFFERENCE SUBSIDIARY CPI TDD $-13357 RECLASSING ENTRIES FOR BOOK/TAX DIFF $2306405 BOOK/TAX DIFFERENCE SUBSIDIARY A&R $0 BOOK/TAX DIFFERENCE SUBSIDIARY CENTER $-244829 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S FUNDRAISING EXPENSES REPORTED ON PG 9 $-4644 TAX REFUND $92405 Part XII, Line 2d: Other expenses and losses per audited F/S RECLASSING ENTRIES FOR BOOK/TAX DIFF $2306405 FUNDRAISING EXPENSES REPORTED ON PG 9 $4644 TAX REFUND $-92404 false NEW ORLEANS SOUTH AFRICAN CON PO BOX 13950 NEW ORLEANS LA 70125 721470342 10000 0 FMV SUPPORT PROGRAM MISSION STEVEN HUNTER YOUTH FOUNDATIO 20151 E VIA DEL PALO QUEEN CREEK AZ 85142 473900674 27100 0 FMV SUPPORT PROGRAM MISSION 2 0 DECEASED EMPLOYEE FAMILY 2 20000 X X X true X X X false false false false false false false false false ARCHIE FITZGERALD CFO 354919 102173 6858 12857 31021 507828 CHRIS MCCARTHY GENERAL COUNSEL 315000 38000 1242 13800 16409 384451 GERALD NEBEKER PRES& BOARD MEM 523800 2746078 65511 9603 42769 3387761 JOSHUA AUER CEO & BOARD MEM 535000 192127 9210 13800 53987 804124 KRISTIN MANCUSO COO 200000 1140 8000 35812 244952 MARISSA PETTY EXECUTIVE DIRECTOR 160833 30000 7800 2300 6188 207121 MICHAEL MANCUSO VP FACILITIES MGMT 214584 44200 6042 8583 1606 275015 MINDI MITCHELL COO 314375 37713 5610 13415 30899 402012 SAKSHI PARKER CONTROLLER 232125 22500 810 7821 8345 271601 SALLY RUSTAD VP HUMAN RESOURCES 217500 30000 540 9290 29918 287248 Part I, Line 1a: Relevant information in regards to selections on 1a. INVOICES AND RECEIPTS ARE SUBMITTED BY BOARD MEMBERS AND OFFICERS TO BE VALIDATED BY THE ACCOUNTING DEPARTMENT FOR APPROVAL OF REIMBURSEMENT. STEVEN HUNTER YOUTH FOUND BOARD 27100 DONATIONS/GRANTS DONATION TO 501(C)3 WILLIAM MALKOVICH BOARD MEMBER 52245 RENTAL FROM BOARD MEMBER false JOSHUA AUER MANAGEMENT 399721 RENTAL FROM MGMT false GERALD NEBEKER MANAGEMENT 56931 RENTAL FROM MGMT false STEVEN HUNTER BOARD MEMBER 43750 PAYMENT FOR CONSULTING false MINDI MITCHELL MANAGEMENT 384490 PROPERTY PURCHASE/RENTS false NICK LAWLOR SPOUSE OF MGMT 779873 PROPERTY PURCHASE/RENTS false X 3 251355 MARKET VALUE X CANCELLATION OF DEBT 1 6975 MARKET VALUE X LEASEHOLD IMPROVEMENTS 1 57000 MARKET VALUE X INHERENT CONTRIBUTION 1 881080 MARKET VALUE false false false Form 990, Part VI, Section A, Line 3 MANAGEMENT DUTIES FOR THE ORGANIZATION AND ITS DISREGARDED ENTITIES ARE DELEGATED TO A MANAGEMENT COMPANY, OPPORTUNITY MANAGEMENT GROUP, LLC (OMG). OMG IS ALSO A DISREGARDED ENTITY OF THE ORGANIZATION. Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND DISCUSSED WITH THE GOVERNING BODY. Form 990, Part VI, Section B, Line 12c ANNUAL SUBMISSION OF A DISCLOSURE & ACKNOWLEDGEMENT STATEMENT TO THE BOARD OF DIRECTORS IS REQUIRED. THE BOARD REVIEWS AND DETERMINES COMPLIANCE. THE POLICY REQUIRES INDIVIDUALS TO SUBMIT UPDATES WHEN WARRANTED. Form 990, Part VI, Section B, Line 15b FOR THE CHIEF EXECUTIVE OFFICER AND PRESIDENT: THE BOARD, IN EXECUTIVE SESSION, REVIEWS NATIONAL SURVEY COMPENSATION DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT AND APPROVES COMPENSATION FOR THE NEXT CONTRACT TERM. SAFE HARBOR DOCUMENTS ARE SIGNED.FOR THE COO, CFO AND EXECUTIVE VICE PRESIDENTS: THE CHIEF EXECUTIVE OFFICER REVIEWS NATIONAL SURVEY COMPENSATION DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT AND APPROVES COMPENSATION FOR THE NEXT CONTRACT TERM. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 BOOK/TAX DIFFERENCE K-1 PASSTHROUGHS - TEAM PC = $344673 Form 990, Part XI, Line 9 BOOK/TAX DIFFERENCE SUBSIDIARY INCOME A&R = -$3682 Form 990, Part XI, Line 9 BOOK/TAX DIFFERENCE SUBSIDIARY INCOME CPI & TDD = -$9675 Form 990, Part XI, Line 9 OTHER INCREASES = $1584 RISE LEGACY DEVELOPMENT LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 061724484 PROPERTY UT 1685261 23997889 RISE INC OPPORTUNITY MANAGEMENT GROUP LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 202362281 MANAGEMENT COMPANY UT 10747770 358250 RISE INC RISE BEHAVIORAL & MENTAL HEALTH SVCS LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 263325305 MENTAL HEALTH THERAPIES & MEDICATION REVIEW UT -118 216 RISE INC RISE EARLY INTERVENTION SERVICES LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 263597757 ASSESSMENT AND THERAPY FOR CHILDREN 0-3 YEARS AZ 439048 4256786 RISE INC RISE FAMILY SERVICES LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 272038113 SUPPORT FOR BIOLOGICAL AND FOSTER FAMILIES UT RISE INC RISE ARIZONA FAMILY SERVICES LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 850844154 SUPPORT FOR BIOLOGICAL AND FOSTER FAMILIES AZ -1785632 96011 RISE INC ABA EVERYDAY LLC 4542 EAST INVERNESS STE 210 MESA AZ 85206 824950706 APPLIED BEHAVIOUR ANALYSIS FOR CHILDREN SERVICES FL -892330 599298 RISE INC THE CENTER FOR HEAD INJURY SERVICES 11828 LACKLAND RD ST LOUIS MO 63146 DEVELOPMENTAL/DISABILITY SERVICES MO 3 10 RISE INC true THERAPY FOR DEVELOPMENTAL DISABILITIES 4554 EAST INVERNESS 134 MESA AZ 85206 364566992 THERAPY AZ RISE INC C CORP -13972 600601 1.00000 true COMMUNITY PARTNERSHIPS OF IDAHO INC 3076 N FIVE MILE ROAD BOISE ID 83713 820484209 SOCIAL SERVICES ID RISE INC C-CORP 615 4305727 1.00000 true A&R CASE MANAGEMENT INC 3070 12TH AVENUE SUITE 112 NAMPA ID 83686 820480175 SOCIAL SERVICES ID RISE INC S CORP 3682 7255329 1.00000 true false false false true false false false false false true false true true false false false true false true THE CENTER FOR HEAD INJURY SERVICES d 1683196 FMV THE CENTER FOR HEAD INJURY SERVICES l 246337 CASH VALUE PAID THE CENTER FOR HEAD INJURY SERVICES q 88004 CASH VALUE PAID THE CENTER FOR HEAD INJURY SERVICES s 881080 FMV THERAPY FOR DEVELOPMENTAL DISABILITIES j 26340 FMV OF RENT THERAPY FOR DEVELOPMENTAL DISABILITIES l 527180 CASH VALUE PAID THERAPY FOR DEVELOPMENTAL DISABILITIES m 4090615 CASH VALUE PAID