Rise Economy

EIN: 943153815 501(c)(3) Unknown

San Francisco, CA

Total Revenue
$2,477,025
Total Expenses
$2,996,330
Total Assets
$3,341,061
Net Assets
$3,142,295
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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
CA
Principal Officer
Paulina Gonzalez-Brito
Phone
4158643980
Tax Period
2024-01-01 to 2024-12-31

Rise Economy, founded in 1992, is a community nonprofit in the Unknown sector that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $3.0M exceeded revenue, resulting in a 21% operating deficit.

Mission

The Organization works to build an inclusive and fair economy that meets the needs of low-income communities and communities of color by disrupting systems of oppression. The Organization is the largest statewide community reinvestment coalition in the country, with over 300 member organizations across California that provide services to thousands of Californians. The members include affordable housing developers, community development financial institutions, housing counseling agencies, small business technical assistance providers, legal services agencies, and community-based organizations.

Program Service Accomplishments

Program 1
Expenses: $966,287

Resilience FundThe Resilience Loan Fund bolsters the lending capacity of emerging and aspiring nonprofit Community Development Financial Institutions (CDFIs). Born out of a community response to the...

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Resilience FundThe Resilience Loan Fund bolsters the lending capacity of emerging and aspiring nonprofit Community Development Financial Institutions (CDFIs). Born out of a community response to the lack of government and inadequate financial institution pandemic support and the financial hardships experienced by communities of color during the COVID pandemic, we launched the Resilience Fund in 2021. To date, the Resilience Fund has provided a cohort of 11 BIPOC-led emerging CDFIs with grant funding, capacity building, technical assistance, and peer learning to help them progress along their journey toward CDFI certification. Our Resilience Fund Cohort Members serve thousands of low-income small business owners and micro-entrepreneurs across a diverse geographical span of 22 counties in the San Francisco Bay Area, Southern California, Inland Empire, and Central Valley. In 2024, Rise Economy started an LLC the Rise Economy Resilience Loan Fund - as the future direction of this initiative and our strategic solution to the capital deficit faced by our Cohort Members. To qualify for CDFI certification, applicants must demonstrate their capacity to manage a loan portfolio of $100,000 to $250,000. Our primary objective, therefore, is to make capital available to our current cohort of 11 emerging or aspiring CDFIs to build consumer, micro and small business loan funds. Should additional lending capital remain, we will extend our support to other fledgling CDFIs in California. The fund pools resources from banks, foundations, and other philanthropic partners in order to provide operating grants and forgivable loans or investments. Rise Economy manages the Resilience Loan Fund, with governance by a seasoned Loan Committee that evaluates and approves all loan applications.

Program 2
Expenses: $445,600

Advancing CitiesFrom 2020-2024, Rise Economy leveraged the knowledge and expertise of our Economic Wellness Promotores to spearhead our participation in the Open Air Economy Collaborative, an...

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Advancing CitiesFrom 2020-2024, Rise Economy leveraged the knowledge and expertise of our Economic Wellness Promotores to spearhead our participation in the Open Air Economy Collaborative, an LA-based partnership between Inclusive Action for the City, East LA Community Corporation, Public Counsel and Rise Economy. Supported by a three-year Advancing Cities grant from JP Morgan Chase, this innovative program provided holistic business support in the form of capital, business coaching, legal assistance and financial education to Black and Latinx street vendors and other micro-entrepreneurs.

Program 3
Expenses: $418,309

Housing JusticeRise Economy advances campaigns that will increase BIPOC communities access to low-cost capital for affordable housing, hold corporate landlords accountable for tenant protections, and...

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Housing JusticeRise Economy advances campaigns that will increase BIPOC communities access to low-cost capital for affordable housing, hold corporate landlords accountable for tenant protections, and address the growing insurability crisis that threatens to derail progress on affordable housing throughout the state. Rise Economys current work boldly shifts the narrative - centering corporate accountability in tackling Californias housing and climate crises, and advancing policy strategies to increase banking sector investment in affordable housing and BIPOC homeownership. These strategies, described below, can generate significant resources and data to address the state's affordable housing crisis, stabilize neighborhoods, and build climate resilience. Rise Economys current affordable housing-related campaigns and projects include:- State Community Reinvestment Act (CA CRA): Rise Economy and its members are leading a statewide organizing effort to establish a California Community Reinvestment Act. We estimate that the financial institutions not currently subject to federal CRA obligations have the potential to reinvest upwards of $15.3 billion per year for affordable housing and economic development in California. In 2024 Rise published a policy brief and is currently building support for a policy campaign for the California CRA.- LLC Owner Transparency: Increasing consolidation of rental property ownership in shell companies is creating regional real estate monopolies. Investors with all-cash offers outbid first-time homebuyers and small landlords, robbing families of opportunities to build intergenerational wealth. Large entities are worse landlords and aggressive evictors of tenants, and their business model disincentivizes upkeep of properties - allowing the already limited affordable housing stock to fall into disrepair and code violations. Without requiring disclosure of the name of the company owner, California inadvertently shields powerful bad actors in the rental market. Rise Economy is building a strong coalition of allies to join the push for LLC ownership transparency. - Financing for Community Land Trusts: In recent years we have partnered with the California Community Land Trust Network to negotiate $65M in bank commitments to CLTs. A current priority is partnering with the Community Ownership for Community Power Fund, brokering conversations with banks to invest some of these CLT commitments through COCPs Integrated Capital Fund.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,393,813
Program Service Revenue $26,550
Investment Income $47,569
Other Revenue $9,093
TOTAL REVENUE $2,477,025

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,309,348
Fundraising Expenses $138,718
Program Expenses $2,734,294
Other Expenses $686,982
TOTAL EXPENSES $2,996,330

Year-over-Year Comparison

2024 2023 Change
Revenue $2,477,025 $3,037,746 -0.2%
Expenses $2,996,330 $2,807,775 +0.1%
Net Income $-519,305 $229,971 -3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
22
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$508,156
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Paulina Gonzalez-Brito CEO 40.00
Officer
$208,139 $27,263 $235,402
Kevin Stein Chief of Legal 40.00
$149,931 $25,856 $175,787
Brian Maxey CCO 40.00
$127,671 $15,562 $143,233
John Hoffman CDO 40.00
Officer
$126,741 $15,605 $142,346
Jyotswaroop Bawa Chief of Organizin 40.00
$117,266 $23,310 $140,576
Jose Olivas CFO 40.00
Officer
$107,873 $22,535 $130,408
Chancela Al-Mansour Board Chair 0.50
Officer Director
$0 $0 $0
Elbe Serrano Vice Chair 0.50
Officer Director
$0 $0 $0
Jillian Spindle Treasurer 0.50
Officer Director
$0 $0 $0
Vanessa Carter Fahnestock Secretary 0.50
Officer Director
$0 $0 $0
Steph Carroll Board Member 0.25
Director
$0 $0 $0
Nikki Beasley Board Member 0.25
Director
$0 $0 $0
Eric Payne Board Member 0.25
Director
$0 $0 $0
Herman Barahona Board Member 0.25
Director
$0 $0 $0
Joe Ridout Board Member 0.25
Director
$0 $0 $0
Kendra Noel Lewis Board Member 0.25
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,477,025 $2,996,330 $3,341,061 $-519,305
2023 $3,037,746 $2,807,775 $3,756,707 $229,971
2022 $1,187,930 $2,437,182 $4,631,946 $-1,249,252
2021 $5,671,310 $3,347,047 $5,967,984 $2,324,263
2020 $2,124,133 $2,040,655 $2,866,769 $83,478
2019 $2,168,737 $1,189,258 $2,154,733 $979,479
2018 $1,229,534 $1,089,898 $1,137,210 $139,636
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