BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON (EIN 76-0606866)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-09
IRS object ID
201703139349301590
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-09T08:59:15-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770275132ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760606866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brenda & John H DuncanBusinessNameLine1Txt
Business Name Line2Rise School of HoustonBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRENBusinessNameControlTxt
Phone7135327473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15618 H Mark Crosswell Jr StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJanis E StaileyPersonNm
Person TitleExecutive DirecPersonTitleTxt
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAlanna GehringPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15618 H Mark Crosswell Jr StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,936,385GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.riseschool.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe Rise School of Houston provides early childhood intervention services to children ages six months to six years with Down Syndrome and other developmental disabilities as well as children without disabilities.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee61TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,220,210PYContributionsGrantsAmt
CY Contributions Grants$1,160,484CYContributionsGrantsAmt
PY Program Service Revenue$1,688,358PYProgramServiceRevenueAmt
CY Program Service Revenue$1,775,901CYProgramServiceRevenueAmt
PY Investment Income$5PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,908,573PYTotalRevenueAmt
CY Total Revenue$2,936,385CYTotalRevenueAmt
PY Grants And Similar Paid$650,804PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$671,024CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,931,429PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,001,461CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$24,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$220,690CYTotalFundraisingExpenseAmt
PY Other Expenses$580,746PYOtherExpensesAmt
CY Other Expenses$465,870CYOtherExpensesAmt
PY Total Expenses$3,186,979PYTotalExpensesAmt
CY Total Expenses$3,138,355CYTotalExpensesAmt
PY Revenues Less Expenses-$278,406PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$201,970CYRevenuesLessExpensesAmt
Total Assets BOY$7,025,614TotalAssetsBOYAmt
Total Assets EOY$6,851,292TotalAssetsEOYAmt
Total Liabilities BOY$1,251,511TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,214,380TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,774,103NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,636,912NetAssetsOrFundBalancesEOYAmt
MissionThe mission of The Rise School of Houston is to provide the highest quality of education services to children with developmental disabilities and those without disabilities.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,718,696ExpenseAmt
Grant$671,024GrantAmt
Revenue$1,775,901RevenueAmt
DescThe Rise School provides family-centered services designed to meet the individualized needs of all children and families. The school's goal is to provide a blend of educational and therapy services within the context of a developmentally appropriate curriculum and to prepare children for their next educational environment. The School has an enrollment of approximately 95 students. With 55% of the students have Down syndrome, 14% have other disabilities, and 36% are non-disabled. 43% represent minority populations. During 2016 the school provided financial assistance to 75% of its students.The School has an affiliation agreement with Texas Children's Hospital to provide a coordinated program to meet the needs of the School's students. Under the affiliation agreement, Texas Children's provides, without charge, utilities, maintenance, housekeeping, security, therapists, and consultation related to the operation of the School.Desc
Total Program Service Expenses$2,718,696TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee61EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJanis E StaileyPersonNm
Phone7135327473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15618 H Mark Crosswell Jr StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Alanna Gehring
Co-Chair1.000.00Yes (X)$0$0$0
John Holland
Co-Chair1.001.00Yes (X)$0$0$0
Loren Allardyce-Oliveros
Director1.000.00Yes (X)$0$0$0
Michelle Cruz Arnold
Director1.000.00Yes (X)$0$0$0
Ben Brollier
Director1.000.00Yes (X)$0$0$0
Andrew Clark III
Director1.001.00Yes (X)$0$0$0
Andrew Clark IV
Director1.001.00Yes (X)$0$0$0
Jon Cogdill
Director1.000.00Yes (X)$0$0$0
Emily Duncan
Director1.000.00Yes (X)$0$0$0
John H Duncan
Director1.001.00Yes (X)$0$0$0
Sally Easterling
Director1.000.00Yes (X)$0$0$0
Brad Elgin
Director1.000.00Yes (X)$0$0$0
Alanna Gehring
Director1.000.00Yes (X)$0$0$0
Denise Hamilton
Director1.000.00Yes (X)$0$0$0
Allison Hay
Director1.000.00Yes (X)$0$0$0
Christopher Iconos
Director1.000.00Yes (X)$0$0$0
Sally Kolenda
Director1.000.00Yes (X)$0$0$0
Mark Mullarkey
Director1.000.00Yes (X)$0$0$0
Brien O'Brien
Director1.000.00Yes (X)$0$0$0
Kathryn Ostermaier
Director1.000.00Yes (X)$0$0$0
Diane Scardino
Director1.000.00Yes (X)$0$0$0
Frank Stowell III
Director1.000.00Yes (X)$0$0$0
Scott Waltmon
Director1.000.00Yes (X)$0$0$0
Janis Stailey
Executive Dir.40.000.00Yes (X)$104,827$0$7,926Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$104,827TotalReportableCompFromOrgAmt
Total Other Compensation$7,926TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$465,584RelatedOrganizationsAmt
All Other Contributions$694,900AllOtherContributionsAmt
Noncash Contributions$16,500NoncashContributionsAmt
Total Contributions$1,160,484TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTuitionDesc
Business611710BusinessCd
Total Revenue Column$1,775,901TotalRevenueColumnAmt
Related Or Exempt Func Income$1,775,901RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,775,901TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,936,385TotalRevenueColumnAmt
Related Or Exempt Func Income$1,775,901RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$671,024TotalAmt
Program Services$671,024ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$112,753TotalAmt
Program Services$95,882ProgramServicesAmt
Management And General$7,919ManagementAndGeneralAmt
Fundraising$8,952FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,563,229TotalAmt
Program Services$1,329,330ProgramServicesAmt
Management And General$109,792ManagementAndGeneralAmt
Fundraising$124,107FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,137TotalAmt
Program Services$21,376ProgramServicesAmt
Management And General$1,765ManagementAndGeneralAmt
Fundraising$1,996FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$179,512TotalAmt
Program Services$152,652ProgramServicesAmt
Management And General$12,608ManagementAndGeneralAmt
Fundraising$14,252FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$120,830TotalAmt
Program Services$102,751ProgramServicesAmt
Management And General$8,486ManagementAndGeneralAmt
Fundraising$9,593FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,820TotalAmt
Management And General$17,820ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,873TotalAmt
Management And General$6,873ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,628TotalAmt
Program Services$7,728ProgramServicesAmt
Fundraising$21,900FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$108,606TotalAmt
Program Services$64,784ProgramServicesAmt
Management And General$17,828ManagementAndGeneralAmt
Fundraising$25,994FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,732TotalAmt
Program Services$4,542ProgramServicesAmt
Management And General$95ManagementAndGeneralAmt
Fundraising$95FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,764TotalAmt
Management And General$9,369ManagementAndGeneralAmt
Fundraising$1,395FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$24,864TotalAmt
Program Services$23,870ProgramServicesAmt
Management And General$497ManagementAndGeneralAmt
Fundraising$497FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$222,940TotalAmt
Program Services$214,022ProgramServicesAmt
Management And General$4,459ManagementAndGeneralAmt
Fundraising$4,459FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,360TotalAmt
Program Services$15,706ProgramServicesAmt
Management And General$327ManagementAndGeneralAmt
Fundraising$327FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff development$12,984$12,740$244
License and permit fees$6,489$526$5,963
Subscriptions$2,650$2,289$361
Gift & awards$1,160$1,160

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,138,355TotalAmt
Program Services$2,718,696ProgramServicesAmt
Management And General$198,969ManagementAndGeneralAmt
Fundraising$220,690FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$290,208BOYAmt
EOY$323,459EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,851BOYAmt
EOY$24,938EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,622BOYAmt
EOY$14,563EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,969BOYAmt
EOY$6,497EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,229,336LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,730,140LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,722,136BOYAmt
EOY$5,499,196EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$924,828BOYAmt
EOY$982,639EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,025,614BOYAmt
EOY$6,851,292EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$99,140BOYAmt
EOY$120,897EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$34,563BOYAmt
EOY$19,588EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,117,808BOYAmt
EOY$1,073,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,251,511BOYAmt
EOY$1,214,380EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,686,453BOYAmt
EOY$5,606,087EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,650BOYAmt
EOY$30,825EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,774,103BOYAmt
EOY$5,636,912EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,025,614BOYAmt
EOY$6,851,292EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$201,970ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$64,779NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart I: Additional InformationFormAndLineReferenceDesc
ExplanationThe Brenda & John H.Duncan Rise School is classified as a School under IRC Section 170(b)(1)(A(ii). As such, it is not required to complete the Schedule A Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A(iv) and 170(b)(1)(A(vi). The School is voluntarily including Schedule A Part II as a PDF attachment to the Form 990. The Schedule A Part II, calculates the Schools public support percentage for year end 12/31/16 as 87.98%. For Schedule B Schedule of Contributors, the School meets the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and is reporting under the Special Rule.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,688,211OtherCostOrOtherBasisAmt
Depreciation$1,189,015DepreciationAmt
Book Value$5,499,196BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$541,125OtherCostOrOtherBasisAmt
Depreciation$541,125DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,499,196TotalBookValueLandBuildingsAmt
Total Book Value Securities$982,639TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCommitment to TX Children's Hosp.Desc
Amt$1,073,895Amt
FieldValueIRS element (for citing)
Total Liability$1,073,895TotalLiabilityAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe Rise School's nondiscrimination policy is published on its website, in its family handbooks, and in its registration materials.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFinancial aid to studentsGrantTypeTxt
Recipient70RecipientCnt
Non Cash Assistance$671,024NonCashAssistanceAmt
Valuation Method UsedCostValuationMethodUsedDesc
Non Cash AssistanceTuition reductionNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationFamilies who request financial aid are required to submit their 1040 for the previous two years. This process is required for each year financial aid is requested. No additional monitoring is required once financial aid rewards are disbursed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to CommitteeThe Board of Directors may designate two or more Directors to constitute an Executive Committee. The Executive Committee may exercise all of the authority of the Board of Directors in the business and affairs of the Corporation during intervals between meetings of the Board of Directors except where action of the Board of Directors is specified by law. The Executive Committee shall have no power (a) to elect Directors, (b) to alter, amend or repeal these Bylaws or any resolution or resolutions of the Board of Directors designating an Executive Committee, or (c) to appoint or replace any member of the Executive Committee. Regular meetings of the Executive Committee shall be held at such time and place as the Committee may determine, and special meetings may be called at any time by an officer of the Corporation or by any member of the Committee. Minutes of all such meetings shall be kept and presented to the Board of Directors upon request.
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtDirectors Andrew Clark, III and Andrew Clark, IV have a family relationship. Emily Duncan and John H. Duncan have a family relationship.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe Form 990 is reviewed by the Executive Director and Finance Committee. A copy of the Form 990 is emailed to all board members for their review prior to filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsBoard members are asked annually to describe any relationships, position, or circumstances which may contribute to a Conflict of Interest.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Board Chair reviews and approves the Executive Director's salary. The United Way annual compensation survey for not-for-profit employees is reviewed for salary comparisons.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe Board of Directors annually reviews the compensation of all staff and determines salary increases. The United Way annual compensation survey for not-for-profit employees is reviewed for salary comparisons as well as salary schedules for the Houston Independent School District.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe school's documents are available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Rise School Support OrganizationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15618 H Mark Crosswell Jr StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77021ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesFundraising in support of Rise SchoolPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status509(a)(1)PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1The Brenda & John H Duncan Rise SchoolBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Rise School Support OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$465,584InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt

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