Civic Intelligence

Fii - National

EIN 02-0784790 • 501(c)3 • Concord, CA

View Organization Page

Profile

We trust and invest in low-income families across the nation so they can work individually and collectively to achieve prosperity.

20141 East Street 1149Concord, CA 94520

www.fii.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.09x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$271,317

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

3rd percentile

-23%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$34,985,994

Down $10,175,930 (-23%) from 2023

Liabilities

Down

$1,660,550

Down $3,460,270 (-68%) from 2023

Net Assets

Down

$33,325,444

Down $6,715,660 (-17%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin7th percentile

Revenue

Up

$19,229,843

Up $912,674 (+5.0%) from 2023

Expenses

Down

$26,267,043

Down $4,540,541 (-15%) from 2023

Net Income

Up

-$7,037,200

Up $5,453,215 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $2,867,385Liabilities 2011: $173,306Net Assets 2011: $2,694,0792011Assets 2012: $2,133,748Liabilities 2012: $100,372Net Assets 2012: $2,033,3762012Assets 2013: $4,155,824Liabilities 2013: $128,302Net Assets 2013: $4,027,5222013Assets 2014: $5,519,380Liabilities 2014: $88,535Net Assets 2014: $5,430,8452014Assets 2015: $6,889,630Liabilities 2015: $93,654Net Assets 2015: $6,795,9762015Assets 2016: $6,092,116Liabilities 2016: $262,733Net Assets 2016: $5,829,3832016Assets 2017: $7,438,251Liabilities 2017: $143,989Net Assets 2017: $7,294,2622017Assets 2018: $7,878,117Liabilities 2018: $194,736Net Assets 2018: $7,683,3812018Assets 2019: $14,392,023Liabilities 2019: $2,493,854Net Assets 2019: $11,898,1692019Assets 2020: $54,146,358Liabilities 2020: $7,127,991Net Assets 2020: $47,018,3672020Assets 2021: $80,240,308Liabilities 2021: $2,437,009Net Assets 2021: $77,803,2992021Assets 2022: $56,476,949Liabilities 2022: $4,737,639Net Assets 2022: $51,739,3102022Assets 2023: $45,161,924Liabilities 2023: $5,120,820Net Assets 2023: $40,041,1042023Assets 2024: $34,985,994Liabilities 2024: $1,660,550Net Assets 2024: $33,325,4442024

Highlighted filing

2024

Assets$34,985,994
Liabilities$1,660,550
Net Assets$33,325,444
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2011: $2,277,748Expenses 2011: $2,082,945Net Income 2011: $194,8032011Revenue 2012: $1,743,849Expenses 2012: $2,404,552Net Income 2012: -$660,7032012Revenue 2013: $5,166,873Expenses 2013: $3,172,727Net Income 2013: $1,994,1462013Revenue 2014: $6,113,360Expenses 2014: $4,710,037Net Income 2014: $1,403,3232014Revenue 2015: $6,278,995Expenses 2015: $4,913,864Net Income 2015: $1,365,1312015Revenue 2016: $3,832,026Expenses 2016: $4,798,619Net Income 2016: -$966,5932016Revenue 2017: $7,521,269Expenses 2017: $6,056,390Net Income 2017: $1,464,8792017Revenue 2018: $7,398,317Expenses 2018: $7,009,198Net Income 2018: $389,1192018Revenue 2019: $11,419,149Expenses 2019: $7,204,361Net Income 2019: $4,214,7882019Revenue 2020: $172,762,647Expenses 2020: $137,642,449Net Income 2020: $35,120,1982020Revenue 2021: $76,416,139Expenses 2021: $45,631,207Net Income 2021: $30,784,9322021Revenue 2022: $18,412,733Expenses 2022: $42,063,585Net Income 2022: -$23,650,8522022Revenue 2023: $18,317,169Expenses 2023: $30,807,584Net Income 2023: -$12,490,4152023Revenue 2024: $19,229,843Expenses 2024: $26,267,043Net Income 2024: -$7,037,2002024

Highlighted filing

2024

Revenue$19,229,843
Expenses$26,267,043
Net Income-$7,037,200
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$34,985,994
Liabilities
$1,660,550
Net assets
$33,325,444
Revenue
$19,229,843
Expenses
$26,267,043
Net income
-$7,037,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.0$1.66$33.3$19.2$26.3$7.04
2023Detailed filing. Detailed filing data is available for this year.$45.2$5.12$40.0$18.3$30.8$12.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$4.74$51.7$18.4$42.1$23.7
2021Detailed filing. Detailed filing data is available for this year.$80.2$2.44$77.8$76.4$45.6$30.8
2020Detailed filing. Detailed filing data is available for this year.$54.1$7.13$47.0$173$138$35.1
2019Detailed filing. Detailed filing data is available for this year.$14.4$2.49$11.9$11.4$7.20$4.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$0.19$7.68$7.40$7.01$0.39
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.14$7.29$7.52$6.06$1.46
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.26$5.83$3.83$4.80$0.97
2015Detailed filing. Detailed filing data is available for this year.$6.89$0.09$6.80$6.28$4.91$1.37
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.09$5.43$6.11$4.71$1.40
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.13$4.03$5.17$3.17$1.99
2012Summary only. Only limited summary data is available for this year.$2.13$0.10$2.03$1.74$2.40$0.66
2011Summary only. Only limited summary data is available for this year.$2.87$0.17$2.69$2.28$2.08$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$39,633,174
Mission and Program Overview

Mission

The Family Independence Initiative is in the information business. We enable America to see the power and potential of low-income families, and enable families to come together, and access the resources they want to thrive. We seek to catalyze: A marketplace of opportunity and investment for low-income families in the US. A movement that transforms the stereotypes, practices, and policies that currently undermine families efforts to get ahead

Uptogether trusts and invests in low-income families across the nation so they can (cont. On sch o) work individually and collectively to achieve prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$34,076,398$25,027,704▼ $9,048,694
Cash and Non-Interest-Bearing Accounts$8,771,768$5,422,082▼ $3,349,686
Pledges and Grants Receivable$1,888,947$4,267,225▲ $2,378,278
Prepaid Expenses and Deferred Charges$390,298$260,665▼ $129,633
Accounts Receivable$5,440$5,420▼ $20
Total Assets$45,161,924$34,985,994▼ $10,175,930
Other Assets Total$29,073$2,898▼ $26,175
Liabilities
Deferred Revenue$4,670,711$971,233▼ $3,699,478
Accounts Payable and Accrued Expenses$423,465$689,317▲ $265,852
Other Liabilities$26,644$0▼ $26,644
Total Liabilities$5,120,820$1,660,550▼ $3,460,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,485,863$23,821,022▼ $7,664,841
Net Assets With Donor Restrictions$8,555,241$9,504,422▲ $949,181
Total Net Assets Fund Balance$40,041,104$33,325,444▼ $6,715,660
Total Liabilities and Net Assets / Fund Balance$45,161,924$34,985,994▼ $10,175,930
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesus GerenaChief Executive OfficerFT$315,708$4,581$320,289
Elizabeth LindseyEvp - Partnership & RevenueFT$215,668$21,178$236,846
Michelle Chao-nguyenChief Peoples OfficerFT$210,385$19,077$229,462
Christina ScottSr. Director of Ops & P&cFT$174,805$15,324$190,129
Patricia AhazieDirector of FinanceFT$169,496$18,579$188,075
Rachel BernsteinSr. Director of Product and LearningFT$156,405$20,640$177,045
Ivanna NeriSr. Director of PartnershipsFT$160,354$14,942$175,296
Samantha ReimerSr. Director of National PartnershipFT$156,668$11,698$168,366
Elliot LingChief Operations OfficerFT$142,033$21,480$163,513
Rae Oglesby Thru 0924Chief Communications OfficerFT$151,630$11,056$162,686
Jessica ZaprahayeuDirector of ProjectsFT$141,226$18,173$159,399

Board Members and Trustees

NameTitle
Will BaileyBoard Chair
Amina Fahmy CasewitBoard Co-chair
Baakir TyehimbaBoard Member
Hassan HassanBoard Member
Jaime GloshayBoard Member
Jay ChaudharyBoard Member
John MoylesBoard Member
Lofton HolderBoard Member
Melinda Marble CantorBoard Member
Meridee MooreBoard Member
Paula SneedBoard Member
Jesse Casso JrBoard Treasurer (thru 12/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Able LLCSoftware Development & Design41 UNION SQUARE WEST, New York, NY 10013$1,165,440
Guidepoint Security LLCConsulting2201 COOPERATIVE WAY SUITE 225, Herndon, VA 20171$179,875
Amazon Web ServicesCloud Services410 TERRY AVE NORTH, Seattle, WA 98109$169,323
Hr Redefined LLCConsulting150 CLERMONT AVENUE, Brooklyn, NY 11205$166,500
University Of FloridaStorytelling33 TIGERT HALL, Gainesville, FL 32611$115,740
Revenue and Support

Revenue Composition

Contributions and Grants
$17,978,304
Program Service Revenue
$0
Investment Income
$1,249,016
Other Revenue
$2,523
All Other Contributions
$10,379,759
Change in Net Assets
$-7,037,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,229,843
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$339,172
Total Revenue per Audited Statements
$19,569,015
Total Revenue per Form 990
$19,229,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,304,207
Salaries, Compensation, and Employee Benefits$7,836,148
Other Expenses$4,126,688
Total Fundraising Expense$1,524,484
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,204,207--$14,204,207
Other Salaries and Wages$3,197,918$1,493,508$759,824$5,451,250
Fees for Services Other$2,205,979$604,946$49,832$2,860,757
Current Officers, Directors, Trustees, and Key Employees$335,927$606,158$330,109$1,272,194
Office Expenses$397,535$225,086$117,907$740,528
Other Employee Benefits$298,276$146,388$87,852$532,516
Payroll Taxes$264,801$154,878$81,132$500,811
Travel$89,426$52,304$27,399$169,129
Grants to Domestic Orgs$100,000--$100,000
Fees for Services Accounting$49,495$28,949$15,165$93,609
Insurance$47,433$27,743$14,533$89,709
Information Technology$43,133$25,228$13,215$81,576
Pension Plan Contributions$46,394$22,431$10,552$79,377
Occupancy$19,675$11,782$6,172$37,629
Conferences and Meetings$16,133$9,436$4,943$30,512
Fees for Services Legal$10,461$6,118$3,205$19,784
Advertising$512$299$2,644$3,455
Total Functional Expenses$21,327,305$3,415,254$1,524,484$26,267,043

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$26,284,675
Expenses per Audited Statements$26,267,043
Total Expenses per Form 990$26,267,043
Expenses Not Reported on Form 990$17,632
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Giving CreditSomerville, MA501(c)(3)Giving Credit Fiscal Sponsorship$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews form 990 in draft form before filing.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with board delegated powers annually signs a statement which affirms such person: a. Has received a copy of the conflict of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands uptogether is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Each voting member of the board annually signs a statement which declares whether such person is an independent director. The executive committee regularly and consistently monitors and enforces compliance with this policy by reviewing annual statements and taking such other actions as are necessary for effective oversight.”

Form 990, Part VI, Section B, Line 15A

“The board of directors and compensation committee review other non-profit organizations compensation amounts for comparative purposes and final approval is granted by the board and committee.”

Form 990, Part VI, Section C, Line 19

“Form 990 and other required disclosures are available upon request.”

Filing and Contact Details

Filer

Filer Name
Fii - National
EIN
02-0784790
Phone
5104529341
Address
20141 EAST STREET 1149, CONCORD, CA 94520
Doing Business As
Uptogether

Signing Officer

Name
Jesus Gerena
Title
CEO
Phone
5104529341
Signed
2025-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesus Gerena
Formed
2006
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
61
Volunteers
12

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Jennifer M Vacha
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultant services: program service expenses 2,205,979. Management and general expenses 604,946. Fundraising expenses 0. Total expenses 2,810,925. Professional development: program service expenses 0. Management and general expenses 0. Fundraising expenses 49,832. Total expenses 49,832.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a qualified organization exempt from federal income and california franchise taxes under the provisions of sections 501(c)(3) of the internal revenue code and 23701(d) of the california revenue and taxation code, respectively. The organization has evaluated its current tax positions and has concluded that as of december 31, 2024, it does not have any significant tax positions for which a reserve would be necessary.”

Raw XML AppendixShowing 400 of 827 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF PEOPLES OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EVP - PARTNERSHIP & REVENUE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19SR. DIRECTOR OF PARTNERSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR. DIRECTOR OF OPS & P&C
IRS990/Form990PartVIISectionAGrp/TitleTxt21SR. DIRECTOR OF PRODUCT AND LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt22SR. DIRECTOR OF NATIONAL PARTNERSHIP
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