2026-03-13T18:35:50-05:00 2025-04-30 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2024-05-01 311712061 RISE MEMPHIS INC RISE 9015076637 1355 LYNNFIELD STREET 101 MEMPHIS TN 38119 MALCOM RAWLS EXECUTIVE DIRECTOR 9015076637 2026-03-12 1 1 BRYAN D GRISSOM JR P01750233 9017612720 2026-03-12 2024 2025-03-06 01:10:19Z MALCOM RAWLS 1355 LYNNFIELD STREET 101 MEMPHIS TN 38119 1492616 0 X WWW.RISEMEMPHIS.ORG X 1999 TN THE ORGANIZATION'S MISSION IS TO EMPOWER PEOPLE TO BECOME SELF SUFFICIENT BY BUILDING AND SUSTAINING HUMAN AND FINANCIAL ASSETS. 16 16 13 60 0 0 880503 1431917 0 12985 37117 38031 -25780 -34126 891840 1448807 0 0 0 0 587457 604933 0 0 126690 356120 378182 943577 983115 -51737 465692 1729109 2245361 241077 247882 1488032 1997479 X RISE FOUNDATION, INC. EMPOWERS PEOPLE TO BECOME SELF SUFFICIENT BY BUILDING AND SUSTAINING HUMAN AND FINANCIAL ASSETS. 0 0 533128 13510 SAVE UP, RISE'S SIGNATURE INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM, INVOLVES FINANCIAL EDUCATION AND MATCHED SAVINGS FOR ASSET DEVELOPMENT FOR LOW TO MODERATE-INCOME WORKING CITIZENS IN SHELBY COUNTY. GOAL CARD IS RISE'S INCENTIVE PROGRAM FOR 5TH TO 12TH GRADE STUDENTS LIVING IN ZIP CODES 38126 AND 38106. THE FOCUS IS ON FINANCIAL EDUCATION, GOAL SETTING, MENTORING AND IMPROVEMENT IN CONDUCT, ATTENDANCE AND GRADES. THE GREATER MEMPHIS FINANCIAL EMPOWERMENT CENTER, IN COLLABORATION WITH THE SHELBY COUNTY TRUSTEE'S OFFICE, FOCUSES ON ONE-ONE-ONE PERSONAL FINANCIAL COUNSELING WITH EMPHASIS ON DEBT REDUCTION, SAVINGS AND IMPROVED CREDIT SCORES. COMMON CENTS IS RISE'S FINANCIAL EDUCATION COURSE PROVIDED AS FEE-FOR-SERVICE PROGRAM TO OTHER ORGANIZATIONS AS REQUESTED. SILVER NEIGHBORS IS RISE'S PROGRAM THAT EMPOWERS OLDER ADULTS TO MAKE BETTER CHOICES ABOUT THEIR FINANCES AND OFFERS PEER SUPPORTED LEARNING OPPORTUNITIES. SILVER NEIGHBORS ALSO ENHANCES DIGITAL LITERACY SKILLS FOR OLDER ADULTS. 533128 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X MALCOM RAWLS 9015076637 1355 LYNNFIELD STREET SUITE 101 MEMPHIS TN 38119 RANDY WILLIAMS CHAIR 1.00 X X 0 0 0 JIM REBER FINANCE CHAIR 1.00 X X 0 0 0 DR CHRISTOPHER DAVIS PROGRAM CHAIR 1.00 X X 0 0 0 DANA L POINTER BOARD DEVELOPMENT CHAIR 1.00 X X 0 0 0 KEITH L COLLINS BOARD MEMBER 1.00 X 0 0 0 GERRIE F CURRIE BOARD MEMBER 1.00 X 0 0 0 SHEA GABRIELLESCHI BOARD MEMBER 1.00 X 0 0 0 MARKITA C JACK BOARD MEMBER 1.00 X 0 0 0 KRISTIN LOCKHART BOARD MEMBER 1.00 X 0 0 0 MARCEZ MITCHELL BOARD MEMBER 1.00 X 0 0 0 CRYSTAL R OLIVER BOARD MEMBER 1.00 X 0 0 0 STEPHANIE SCURLOCK BOARD MEMBER 1.00 X 0 0 0 BRODERICK WAMBLE BOARD MEMBER 1.00 X 0 0 0 JOHN WERKHOVEN BOARD MEMBER 1.00 X 0 0 0 MARY MCCONNER BOARD MEMBER 1.00 X 0 0 0 SEAN NORRIS BOARD MEMBER 1.00 X 0 0 0 SHELIA TERRELL FORMER EXECUTIVE DIRECTOR 50.00 X 124845 0 2164 MALCOM RAWLS EXECUTIVE DIRECTOR 40.00 X 0 0 0 124845 0 2164 1 0 0 0 0 49153 846500 536264 1431917 PROGRAM INCOME 900099 12985 12985 12985 38031 38031 9158 49153 43809 -34651 -34651 MISCELLANEOUS REVENUE 900099 525 525 525 1448807 13510 0 3380 127009 25402 44453 57154 401233 271831 129402 35679 31339 1103 3237 41012 23043 13051 4918 52206 37906 4313 9987 7128 7128 24049 67 949 23033 36602 36602 4017 2989 668 360 46055 9554 35181 1320 PRINTING AND PUBLICATIO 52861 47100 2029 3732 IDA MATCH AND EXPENSES 47099 47099 COMPUTER EXPENSE 30437 19375 8983 2079 CONTRACT SERVICES 29968 29968 47760 17423 9467 20870 983115 533128 323297 126690 639495 1413102 16074 23146 70887 70887 0 0 1006481 751528 67059 57585 1729109 2245361 100689 100159 5000 135388 147723 241077 247882 X 1221501 1730948 266531 266531 1488032 1997479 1729109 2245361 465692 14237 29517 0 X X 1 X 1 X 1 0 X 1383723 768735 1198968 880503 1431917 5663846 1383723 768735 1198968 880503 1431917 5663846 689586 4974260 31606 34167 35582 37117 38031 176503 5840349 91386 0.85170 0.80110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2202 2202 0 60130 60130 0 8555 8555 0 0 FUNDS HELD FOR OTHERS 46456 IDA MATCH PAYABLE 54079 LEASE LIABILITIES 47188 147723 1490567 14237 34651 48888 1441679 7128 7128 1448807 1010638 34651 34651 975987 7128 7128 983115 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NOT NETTED AGAINST F/S INCOME 34,651. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED IN F/S EXPENSES 34,651. GALA 58311 49153 9158 43809 58311 49153 9158 43809 43809 -34651 FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM DISTRIBUTES FORM 990 TO MANAGEMENT FOR REVIEW. THE EXECUTIVE DIRECTOR PRESENTS THE 990 TO THE FINANCE COMMITTEE FOR REVIEW, DISCUSSION AND PRE-APPROVAL FOR SUBMISSION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE AND SUBMITS THE 990 TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. THE 990 IS SIGNED BY THE APPROPRIATE PARTIES AND FILED WITH THE IRS. A COPY IS KEPT ON FILE AT THE RISE FOUNDATION ADMINISTRATIVE OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY. MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS (I.E., AFFILIATION WITH STAFF, OFFICERS, OR DIRECTORS) BEFORE ENTERING INTO CONTRACTUAL AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY A SALARY COMPARABILITY STUDY AND AN ANNUAL PERFORMANCE APPRAISAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION FOR THE COO IS DETERMINED BY SALARY COMPARABILITY AND AN ANNUAL APPRAISAL BY THE PRESIDENT/EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, TAX EXEMPTION LETTER AND CONFLICT OF INTEREST POLICY ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE OF THE RISE FOUNDATION, INC. THE DOCUMENTS ARE AVAILABLE FOR REVIEW TO THE PUBLIC UPON WRITTEN REQUEST TO THE PRESIDENT AND EXECUTIVE DIRECTOR. PART VII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.