Civic Intelligence

Fii - National

990 • Fiscal year 2015 • EIN 02-0784790

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 17, 2016

Organization ProfileWWW.FII.ORG

View Organization Page

1201 Martin Luther King Jr WayOakland, CA 94612

(510) 452-9341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$210,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

2.7%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,889,630

Up $1,370,250 (+25%) from 2014

Net Assets

Up

$6,795,976

Up $1,365,131 (+25%) from 2014

Liabilities

Up

$93,654

Up $5,119 (+5.8%) from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Up

$6,278,995

Up $165,635 (+2.7%) from 2014

Expenses

Up

$4,913,864

Up $203,827 (+4.3%) from 2014

Net Income

Down

$1,365,131

Down $38,192 (-2.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$6,889,630
Liabilities$93,654
Net Assets$6,795,976
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$6,278,995
Expenses$4,913,864
Net Income$1,365,131
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 17, 2016
Return Version
2015v2.0
Gross Receipts
$6,278,995
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

See schedule o (same as form 990, part iii, line 1)

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,187,019$4,816,333▲ $629,314
Savings and Temporary Cash Investments$259,928$1,649,599▲ $1,389,671
Cash and Non-Interest-Bearing Accounts$975,509$323,151▼ $652,358
Prepaid Expenses and Deferred Charges$9,097$5,880▼ $3,217
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,519,380$6,889,630▲ $1,370,250
Other Assets Total$87,827$94,667▲ $6,840
Liabilities
Unsecured Notes Loans Payable$60,000$60,000→ $0
Accounts Payable and Accrued Expenses$28,535$33,654▲ $5,119
Total Liabilities$88,535$93,654▲ $5,119
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,270,006$4,321,212▲ $51,206
Unrestricted Net Assets$1,160,839$2,474,764▲ $1,313,925
Total Net Assets Fund Balance$5,430,845$6,795,976▲ $1,365,131
Total Liabilities and Net Assets / Fund Balance$5,519,380$6,889,630▲ $1,370,250
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mauricio Lim MillerPresident/CEOPT$210,000$210,000
Michael I BlonskyChief Technology OFT$154,765$154,765
Jorge BlandonDirector BusinessFT$140,000$140,000
Michelle ChaoSecretaryFT$134,000$134,000
David I HendersonDirector-AnalyticsFT$130,000$130,000
Melanie MooreManaging PartnerFT$128,166$128,166
154Chief DevelopmentFT$125,000$125,000
Jesus C GerenaDirectorFT$93,750$93,750

Board Members and Trustees

NameTitle
John MayerBoard Chair
Diana SmithBd Vice-chair
Chris HerronBoard Member
Clara MillerBoard Member
Jesse Casso JrBoard Member
Melinda MarbleBoard Member
Michele JolinBoard Member
Paula SneedBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$6,278,430
Program Service Revenue
$0
Investment Income
$565
Other Revenue
$0
All Other Contributions
$6,278,430
Change in Net Assets
$1,365,131

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,278,995
Total Revenue per Audited Statements
$6,278,995
Total Revenue per Form 990
$6,278,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,960,348
Salaries, Compensation, and Employee Benefits$1,904,103
Total Fundraising Expense$382,051
Professional Fundraising Fees$49,413
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$903,698$111,571$100,412$1,115,681
Fees for Services Other$614,132$42,354-$656,486
Other Salaries and Wages$402,662$49,711$44,740$497,113
Other Employee Benefits$116,640$14,400$12,960$144,000
Payroll Taxes$95,233$11,757$10,581$117,571
Occupancy$101,484$6,999$8,165$116,648
Travel$87,208$6,014$7,017$100,239
Fees for Services Professional Fundraising--$49,413$49,413
All Other Expenses$41,300$2,847$3,323$47,470
Fees for Services Accounting$28,979$2,205$2,572$33,756
Pension Plan Contributions$24,088$2,974$2,676$29,738
Other Expenses$20,758$1,432$1,670$23,860
Insurance$8,037$554$647$9,238
Fees for Services Legal$2,993--$2,993
Interest$1,234$85$99$1,418
Total Functional Expenses$4,160,815$370,998$382,051$4,913,864

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,913,864
Total Expenses per Audited Statements$4,913,864
Total Expenses per Form 990$4,913,864
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$49,413
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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, Line 11B: Form 990 Review Process

“The board reviewed the tax return before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The executive committee regularly and consistently monitor and enforce compliance of conflict of interest policy by reviewing annual statements and taking such other actions as necessary for effective oversight.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon written request”

Filing and Contact Details

Filer

Filer Name
Fii - National
EIN
02-0784790
Phone
5104529341
Address
1201 MARTIN LUTHER KING JR WAY, OAKLAND, CA 94612

Signing Officer

Name
Mauricio Lim Miller
Title
President/CEO
Signed
2016-06-17
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
17

Preparer

Firm
Grant & Smith LLP
Address
1300 Clay St Suite 1015, Oakland, CA 94612
Preparer
Selina P Chiu CPA
Phone
5108320257
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IRS990/Desc0Since 2001 FII has innovated new approaches to economic and social mobility to demonstrate that low-income families have the initiative and capacity to move themselves out of poverty. FII currently partners with more than 1,200 families comprising nearly 4,500 adults, youth, and children) across seven FII sites in Boston, Oakland, San Francisco, Fresno, New Orleans, Albuquerque and Detroit. FII captures data about their journeys toward economic security and well-being, and designs financial resources that families leverage to magnify their initiative. FII families start small businesses, pool financial & social capital, invest in their educations, and improve their health & well-being. On average families have achieved 2-year gains of more than 20% in earnings & 200% in savings. Our work in movement building toward large-scale policy change is at the heart of all that we do. This year, in all of our activities our family sites, partnerships, technology advances, convenings, communications, and movement-building efforts our focus continues to be on the data and stories of FII families and the impact of the FII approach. Working with like-minded individuals and organizations in the philanthropic, governmental, non-profit, and private sectors, FII continues to advance our efforts toward large-scale change in public opinion and social sector practices, with the end result of building social and economic mobility for families across the country. Through the leadership of FII families themselves and through strategic partnerships around the country, we are growing a national movement to change policies affecting low-income families in the U.S.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5BD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGING PARTNER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF TECHNOLOGY O
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR BUSINESS
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director-Analytics
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IRS990/InterestGrp/ManagementAndGeneralAmt085
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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
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IRS990/OccupancyGrp/TotalAmt0116648
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0144000
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IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TRAINING & DEVELOPMENT
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IRS990/OtherExpensesGrp/FundraisingAmt12258
IRS990/OtherExpensesGrp/FundraisingAmt21691
IRS990/OtherExpensesGrp/FundraisingAmt31670
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11936
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31432
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IRS990/OtherExpensesGrp/ProgramServicesAmt221019
IRS990/OtherExpensesGrp/ProgramServicesAmt320758
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IRS990/OtherExpensesGrp/TotalAmt132260
IRS990/OtherExpensesGrp/TotalAmt224160
IRS990/OtherExpensesGrp/TotalAmt323860
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0497113
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IRS990/PayrollTaxesGrp/FundraisingAmt010581
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011757
IRS990/PayrollTaxesGrp/ProgramServicesAmt095233
IRS990/PayrollTaxesGrp/TotalAmt0117571
IRS990/PensionPlanContributionsGrp/FundraisingAmt02676
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt024088
IRS990/PensionPlanContributionsGrp/TotalAmt029738
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02276773
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,889,630
Liabilities
$93,654
Net assets
$6,795,976
Revenue
$6,278,995
Expenses
$4,913,864
Net income
$1,365,131
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