BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON (EIN 76-0606866)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201603199349301770
Schema version
2015v2.0
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)
Return2016-11-14T07:43:28-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-14SignatureDt
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)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn HollandPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15618 H Mark Crosswell Jr StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,908,573GrossReceiptsAmt
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 Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee67TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,155,724PYContributionsGrantsAmt
CY Contributions Grants$1,220,210CYContributionsGrantsAmt
PY Program Service Revenue$1,678,138PYProgramServiceRevenueAmt
CY Program Service Revenue$1,688,358CYProgramServiceRevenueAmt
PY Investment Income$49PYInvestmentIncomeAmt
CY Investment Income$5CYInvestmentIncomeAmt
PY Other Revenue$17,741PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,851,652PYTotalRevenueAmt
CY Total Revenue$2,908,573CYTotalRevenueAmt
PY Grants And Similar Paid$660,245PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$650,804CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,777,567PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,931,429CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$24,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$24,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$249,555CYTotalFundraisingExpenseAmt
PY Other Expenses$554,127PYOtherExpensesAmt
CY Other Expenses$580,746CYOtherExpensesAmt
PY Total Expenses$3,015,939PYTotalExpensesAmt
CY Total Expenses$3,186,979CYTotalExpensesAmt
PY Revenues Less Expenses-$164,287PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$278,406CYRevenuesLessExpensesAmt
Total Assets BOY$8,002,550TotalAssetsBOYAmt
Total Assets EOY$7,025,614TotalAssetsEOYAmt
Total Liabilities BOY$1,937,699TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,251,511TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,064,851NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,774,103NetAssetsOrFundBalancesEOYAmt
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$2,740,377ExpenseAmt
Grant$650,804GrantAmt
Revenue$1,688,358RevenueAmt
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 57% of the students have Down syndrome, 9% have other disabilities, and 34% are non-disabled. 45% represent minority populations. During 2015 the school provided financial assistance to 75% students.The School has an affiliation agreement with Texas Childrens Hospital to provide a coordinated program to meet the needs of the Schools students. Under the affiliation agreement, Texas Childrens provides, without charge, utilities, maintenance, housekeeping, security, therapists, and consultation related to the operation of the School.Desc
Total Program Service Expenses$2,740,377TotalProgramServiceExpensesAmt
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 FundraisingYes (true)ProfessionalFundraisingInd
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 EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee67EmployeeCnt
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 Members26GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 (26 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-Chair1.000.00Yes (X)$0$0$0
Loren Allardyce-Oliveros
Director1.000.00Yes (X)$0$0$0
Michelle Cruz Arnold
Director1.001.00Yes (X)$0$0$0
Alaina Benford
Director1.000.00Yes (X)$0$0$0
Ben Brollier
Director1.000.00Yes (X)$0$0$0
Andrew Clark III
Director1.000.00Yes (X)$0$0$0
Andrew Clark IV
Director2.000.00Yes (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
Linda Gammill
Director1.000.00Yes (X)$0$0$0
Denise Hamilton
Director1.000.00Yes (X)$0$0$0
Beatriz Havre
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
Scott Waltmon
Director1.000.00Yes (X)$0$0$0
Dena Williams
Director0.000.00Yes (X)$0$0$0
Janis Stailey
Executive Dir.40.000.00Yes (X)$105,450$0$7,824Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$105,450TotalReportableCompFromOrgAmt
Total Other Compensation$7,824TotalOtherCompensationAmt
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$633,301RelatedOrganizationsAmt
All Other Contributions$586,909AllOtherContributionsAmt
Noncash Contributions$15,700NoncashContributionsAmt
Total Contributions$1,220,210TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTuitionDesc
Business611710BusinessCd
Total Revenue Column$1,688,358TotalRevenueColumnAmt
Related Or Exempt Func Income$1,688,358RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,688,358TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5TotalRevenueColumnAmt
Exclusion$5ExclusionAmt

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$2,908,573TotalRevenueColumnAmt
Related Or Exempt Func Income$1,688,358RelatedOrExemptFuncIncomeAmt
Exclusion$5ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$650,804TotalAmt
Program Services$650,804ProgramServicesAmt

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$117,824TotalAmt
Program Services$47,130ProgramServicesAmt
Management And General$58,912ManagementAndGeneralAmt
Fundraising$11,782FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,526,749TotalAmt
Program Services$1,359,500ProgramServicesAmt
Management And General$47,592ManagementAndGeneralAmt
Fundraising$119,657FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,477TotalAmt
Program Services$25,071ProgramServicesAmt
Management And General$279ManagementAndGeneralAmt
Fundraising$2,127FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$155,713TotalAmt
Program Services$135,592ProgramServicesAmt
Management And General$7,782ManagementAndGeneralAmt
Fundraising$12,339FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$103,666TotalAmt
Program Services$88,893ProgramServicesAmt
Management And General$6,498ManagementAndGeneralAmt
Fundraising$8,275FundraisingAmt

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$7,498TotalAmt
Management And General$7,498ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Fundraising$24,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,137TotalAmt
Management And General$7,137ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,472TotalAmt
Management And General$4,035ManagementAndGeneralAmt
Fundraising$5,437FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$135,546TotalAmt
Program Services$68,797ProgramServicesAmt
Management And General$26,047ManagementAndGeneralAmt
Fundraising$40,702FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,618TotalAmt
Program Services$8,274ProgramServicesAmt
Management And General$172ManagementAndGeneralAmt
Fundraising$172FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,848TotalAmt
Management And General$10,482ManagementAndGeneralAmt
Fundraising$1,366FundraisingAmt

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$32,665TotalAmt
Program Services$31,359ProgramServicesAmt
Management And General$653ManagementAndGeneralAmt
Fundraising$653FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$294,427TotalAmt
Program Services$282,649ProgramServicesAmt
Management And General$5,889ManagementAndGeneralAmt
Fundraising$5,889FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,550TotalAmt
Program Services$22,656ProgramServicesAmt
Management And General$871ManagementAndGeneralAmt
Fundraising$1,023FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other expenses$18,549$6,853$63$11,633
Professional development$13,837$12,799$1,038
Uncollectible amount$8,917$8,917
Dues & Licenses$7,682$3,182$4,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,186,979TotalAmt
Program Services$2,740,377ProgramServicesAmt
Management And General$197,047ManagementAndGeneralAmt
Fundraising$249,555FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$325,262BOYAmt
EOY$290,208EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$660,061BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$47,256BOYAmt
EOY$67,851EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,909BOYAmt
EOY$14,622EOYAmt

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)
EOY$5,969EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,229,337LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,507,201LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,004,756BOYAmt
EOY$5,722,136EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$944,306BOYAmt
EOY$924,828EOYAmt

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$8,002,550BOYAmt
EOY$7,025,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$115,667BOYAmt
EOY$99,140EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$35,409BOYAmt
EOY$34,563EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,786,623BOYAmt
EOY$1,117,808EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,937,699BOYAmt
EOY$1,251,511EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,905,634BOYAmt
EOY$5,686,453EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,217BOYAmt
EOY$87,650EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,064,851BOYAmt
EOY$5,774,103EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,002,550BOYAmt
EOY$7,025,614EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$278,406ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$12,342NetUnrlzdGainsLossesInvstAmt
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

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$966,075DepreciationAmt
Book Value$5,722,136BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$541,126OtherCostOrOtherBasisAmt
Depreciation$541,126DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,722,136TotalBookValueLandBuildingsAmt
Total Book Value Securities$924,828TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCommitment to TX Children's Hosp.Desc
Amt$1,117,808Amt
FieldValueIRS element (for citing)
Total Liability$1,117,808TotalLiabilityAmt

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 G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Karen Skaer SohBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11203 Hunters PkAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77055ZIPCd
FieldValueIRS element (for citing)
ActivityGrant writingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$390,800GrossReceiptsAmt
Retained By Contractor$24,000RetainedByContractorAmt
Net To Organization$366,800NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$390,800TotalGrossReceiptsAmt
Total Retained By Contractors$24,000TotalRetainedByContractorsAmt
Total Net To Organization$366,800TotalNetToOrganizationAmt
Licensed StatesTXLicensedStatesCd

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
Recipient71RecipientCnt
Cash Grant$650,804CashGrantAmt
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 OrganizationfalseControlledOrganizationInd
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$633,301InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt

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