Careerrise INC FY2023 filing

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Advancing the economic mobility and regional prosperity by creating new and strengthening existing partnerships and systems that meet employers' talent demands and provide residents with access to sustainable, quality employment opportunities.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$138K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $791K a year · 24% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$138K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 12.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $1.5M
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$648K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.8M
+264% vs prior year
Spent
$3.0M
To programs
81%
Net assets
$4.3M
By yearFY2022–FY2024
Revenue
$5.8M
FY2023▲ +264%
Tap a bar for its year
Revenue by fiscal year
FY2022$1.6M
FY2023$5.8M
FY2024$2.4M
Expenses
$3.0M
FY2023▲ ×76
Tap a bar for its year
Expenses by fiscal year
FY2022$40K
FY2023$3.0M
FY2024$4.4M
Net assets
$4.3M
FY2023▲ +178%
Tap a bar for its year
Net assets by fiscal year
FY2022$1.6M
FY2023$4.3M
FY2024$2.4M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $2.4M Management & general 17% · $506K Fundraising 2% · $72K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $138K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$137,821Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
External Affairs Chair
$0Pt VII · Sec A
Governance Chair
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A

John Helton’s $143K as Executive Director is at the 61st percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022
John Helton$143,130$137,821$129,940

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Careerrise INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects employers with workers, boosting local economies and job access.

Questions for Careerrise INC

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3 programs · $2.4M · in their own filed words · FY2023
01

Westside works programcareerrise's westside works continues to be a vital resource for the community, offering a range of services and programs. In 2023, westside works had over 16,000 visits, with more than 4,700 unique visitors attending community events, meetings, and participating in workforce ACTIVITIES.IN the expanded 2022-2023…

$1.5Mprogram expense
02

Industry partnership programcareerrise's industry partnerships program serves as a region-wide workforce intermediary, convening employers, educators, and community organizations to collaboratively solve shared workforce development challenges.

$928Kprogram expense
03

Equity @ work programjobs for the future workforce communities inquiry of the deep south (phase 1) JFF selected six workforce organizations across the deep south to form the pilot cohort of workforce communities of inquiry (wci).

$43Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 1 grant · $75K · 2023–2023

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Gifts and grantsLn 1h$5.3M
Fees for servicesLn 2g$446K
Other incomeLn 4–11$66K
Money outPt IX
$3.0M
Ln 25
Programscol B$2.4M
Managementcol C$506K
Fundraisingcol D$72K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.1M
Total assetsLn 16$5.0M
LiabilitiesLn 26$648K
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.3M
Noncash giftsLn 1g$4K
Fees for servicesLn 2g$446K
Investment incomeLn 3$1K
Other incomeLn 4–11$66K
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
CashLn 1$3.1M
Cash and savings togetherLn 1–2$3.1M
Other assetsLn 15$609K
Total assetsLn 16$5.0M
LiabilitiesLn 26$648K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 511
VolunteersI 6153
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$85K$3.1M
Total assetsLn 16$1.6M$5.0M
LiabilitiesLn 26$50K$648K
Net assetsLn 32$1.6M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$75K$75K
Grants to domestic individualsLn 2$2K$2K
Pay of current officers, directors and key staffLn 5$140K$14K$113K$13K
Other salaries and wagesLn 7$931K$731K$161K$39K
Pension plan contributionsLn 8$54K$36K$15K$3K
Other employee benefitsLn 9$98K$80K$15K$3K
Payroll taxesLn 10$95K$68K$22K$4K
Accounting feesLn 11c$45K$45K
Other fees for servicesLn 11g$765K$704K$61K
Advertising and promotionLn 12$18K$15K$3K
Office expensesLn 13$34K$24K$9K$1K
Information technologyLn 14$185K$142K$36K$7K
OccupancyLn 16$456K$454K$1K$90
TravelLn 17$72K$68K$5K
Conferences, conventions and meetingsLn 19$47K$29K$18K$25
InsuranceLn 23$9K$5K$3K$841
Total functional expensesLn 25$3.0M$2.4M$506K$72K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Sep 11, 2025 $2.4M$4.4M−$2.0M$2.4M 990 PDF
FY2023 ViewingFiled with the IRS Oct 11, 2024 $5.8M$3.0M$2.8M$4.3M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $1.6M$40K$1.6M$1.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $5,795,201 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,585,039$5,282,069
I-9 Program service revenuePrior year $0$446,079
I-10 Investment incomePrior year $0$1,022
I-11 Other revenuePrior year $9,010$66,031
I-12 Total revenuePrior year $1,594,049$5,795,201
I-13 Grants and similar amounts paidPrior year $100$76,764
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$1,317,333
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $39,848$1,631,011
I-18 Total expensesPrior year $39,948$3,025,108
I-19 Revenue less expensesPrior year $1,554,101$2,770,093
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,795,201 across 7 lines filed
VIII-1f All other contributions, gifts and grants$5,282,069
VIII-1g Noncash contributions (included above)$4,384
VIII-1h Total contributions, gifts and grants$5,282,069
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $446,079$446,079
VIII-3 Investment incomeExcluded from tax $1,022$1,022
VIII-6 Net rental income or lossExcluded from tax $66,031$66,031
VIII-12 Total revenueRelated to mission $446,079 · Unrelated business $0 · Excluded from tax $67,053$5,795,201
Part IX · Statement of functional expenses $3,025,108 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $75,000$75,000
IX-2 Grants to domestic individualsPrograms $1,764$1,764
IX-5 Pay of current officers, directors and key staffPrograms $14,023 · Management $112,716 · Fundraising $13,494$140,233
IX-7 Other salaries and wagesPrograms $730,927 · Management $160,679 · Fundraising $39,374$930,980
IX-8 Pension plan contributionsPrograms $36,022 · Management $15,160 · Fundraising $2,627$53,809
IX-9 Other employee benefitsPrograms $79,633 · Management $14,857 · Fundraising $3,214$97,704
IX-10 Payroll taxesPrograms $67,938 · Management $22,192 · Fundraising $4,477$94,607
IX-11c Accounting feesManagement $45,360$45,360
IX-11g Other fees for servicesPrograms $703,999 · Management $60,536$764,535
IX-12 Advertising and promotionPrograms $15,144 · Management $3,267$18,411
IX-13 Office expensesPrograms $23,999 · Management $8,623 · Fundraising $1,102$33,724
IX-14 Information technologyPrograms $141,868 · Management $35,713 · Fundraising $6,993$184,574
IX-16 OccupancyPrograms $454,444 · Management $1,350 · Fundraising $90$455,884
IX-17 TravelPrograms $67,802 · Management $4,558$72,360
IX-19 Conferences, conventions and meetingsPrograms $28,910 · Management $18,161 · Fundraising $25$47,096
IX-23 InsurancePrograms $4,982 · Management $3,244 · Fundraising $841$9,067
IX-25 Total functional expensesPrograms $2,446,455 · Management $506,416 · Fundraising $72,237$3,025,108
Part X · Balance sheet $4,971,925 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $84,957$3,140,404
X-3 Pledges and grants receivableStart of year $1,509,010$1,151,639
X-9 Prepaid expenses and deferred chargesStart of year $10,000$71,283
X-15 Other assetsStart of year $0$608,599
X-16 Total assetsStart of year $1,603,967$4,971,925
X-17 Accounts payable and accrued expensesStart of year $49,866$38,574
X-25 Other liabilitiesStart of year $0$609,157
X-26 Total liabilitiesStart of year $49,866$647,731
X-27 Net assets without donor restrictionsStart of year $1,554,101$4,324,194
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,554,101$4,324,194
X-33 Total liabilities and net assetsStart of year $1,603,967$4,971,925
Part XI · Reconciliation of net assets $4,324,194 net assets at year end
XI-1 Total revenue$5,795,201
XI-2 Total expenses$3,025,108
XI-3 Revenue less expenses$2,770,093
XI-4 Net assets at start of year$1,554,101
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,324,194

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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