Civic Intelligence

Fii - National

990 • Fiscal year 2019 • EIN 02-0784790

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 09, 2020

Organization ProfileWWW.FII.ORG

View Organization Page

663 13th Street No 200Oakland, CA 94612

(510) 452-9341

Siviq Scores

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

Liabilities / Assets

47th percentile

0.17x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$215,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

96th percentile

83%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$14,392,023

Up $6,513,906 (+83%) from 2018

Net Assets

Up

$11,898,169

Up $4,214,788 (+55%) from 2018

Liabilities

Up

$2,493,854

Up $2,299,118 (+1181%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin87th percentile

Revenue

Up

$11,419,149

Up $4,020,832 (+54%) from 2018

Expenses

Up

$7,204,361

Up $195,163 (+2.8%) from 2018

Net Income

Up

$4,214,788

Up $3,825,669 (+983%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2019

Assets$14,392,023
Liabilities$2,493,854
Net Assets$11,898,169
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$11,419,149
Expenses$7,204,361
Net Income$4,214,788
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$11,524,406
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

Fii trusts and invests in low-income families across the nation so they can work individually and collectively to achieve prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,911,743$8,422,513▲ $6,510,770
Accounts Receivable$2,538,569$2,657,368▲ $118,799
Savings and Temporary Cash Investments$1,355,793$1,999,006▲ $643,213
Pledges and Grants Receivable$2,042,110$1,305,008▼ $737,102
Prepaid Expenses and Deferred Charges$21,225$5,611▼ $15,614
Total Assets$7,878,117$14,392,023▲ $6,513,906
Other Assets Total$8,677$2,517▼ $6,160
Liabilities
Deferred Revenue-$2,375,000-
Accounts Payable and Accrued Expenses$194,736$118,854▼ $75,882
Total Liabilities$194,736$2,493,854▲ $2,299,118
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,183,231$7,311,888▲ $1,128,657
Net Assets Without Donor Restrictions$1,500,150$4,586,281▲ $3,086,131
Total Net Assets Fund Balance$7,683,381$11,898,169▲ $4,214,788
Total Liabilities and Net Assets / Fund Balance$7,878,117$14,392,023▲ $6,513,906
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesus GerenaCEOFT$214,300$700$215,000
Jorge BlandonExecutive VPFT$189,873$11,283$201,156
David HendersonChief Data OfficerFT$169,613$16,435$186,048
Ashley Connors SherwinVP of External AffairsFT$166,623$18,065$184,688
Michelle Chao-nguyenBoard Sec/VP Operations & AdminFT$164,683$16,161$180,844
Brian StanleyDirector of EngineeringFT$120,220$22,511$142,731
Lauren RenaudDirector of AnalyticsFT$112,100$8,501$120,601
Suki C MccoyNational Partnership DirectorFT$110,596$8,269$118,865

Board Members and Trustees

NameTitle
Paula SneedBoard Chair
Amina FahmyBoard Co Chair
Jesse Casso JrBoard Member
John Tony MayerBoard Member
Melinda MarbleBoard Member
Sameer SrivastavaBoard Member
Stephen P SchaibleBoard Member
William BaileyBoard Member
Meridee MooreBoard Member (left 4/2019)
Mauricio Lim MillerBoard Member (left 9/2019)

Highest Paid Contractors

ContractorServicesLocationCompensation
Harvard CollegeEvaluation ServicesPO BOX 415649, Boston, MA 22491$200,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,167,246
Program Service Revenue
$188,101
Investment Income
$45,817
Other Revenue
$17,985
All Other Contributions
$10,798,574
Change in Net Assets
$4,214,788

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$105,291Fair Market Value (FMV)
Total Noncash Contributions1$105,291-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,419,149
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,419,149
Total Revenue per Form 990
$11,419,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,483,058
Grants and Similar Amounts Paid$2,472,558
Other Expenses$1,248,745
Total Fundraising Expense$794,921
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,472,558--$2,472,558
Other Salaries and Wages$1,758,611$309,931$336,996$2,405,538
Current Officers, Directors, Trustees, and Key Employees$201,156$223,844$172,000$597,000
Fees for Services Other$350,667$97,299$92,948$540,914
Other Employee Benefits$148,802$40,528$38,648$227,978
Payroll Taxes$143,743$39,151$37,333$220,227
Travel$120,660$32,864$31,338$184,862
Occupancy$64,282$17,508$16,696$98,486
Fees for Services Legal$46,689$12,716$12,126$71,531
Office Expenses$45,740$12,458$11,880$70,078
Fees for Services Accounting$34,697$9,450$9,012$53,159
Other Expenses$50,000$26,675$25,435$50,000
Pension Plan Contributions$21,092$5,745$5,478$32,315
Insurance$19,371$5,276$5,031$29,678
Total Functional Expenses$5,575,995$833,445$794,921$7,204,361

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,204,361
Total Expenses per Audited Statements$7,204,361
Total Expenses per Form 990$7,204,361
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
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
Yes
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 A, Line 4

“The change in terms in the bylaws are as follows: if, after a year, the member and the fii board wanted the member to rejoin they can rejoin for no more than 2-3 year terms.”

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 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.”

FORM 990, PART VI, LINE 13 & 14:

“Whistleblower policy and written documentation retention and destruction policy was adopted in 2020.”

Filing and Contact Details

Filer

Filer Name
Fii - National
EIN
02-0784790
Phone
5104529341
Address
663 13TH STREET NO 200, OAKLAND, CA 94612
Doing Business As
Family Independence Initiative

Signing Officer

Name
Jesus Gerena
Title
CEO
Phone
5104529341
Signed
2020-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesus Gerena
Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
36
Volunteers
44

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from prior year.”

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, 2019, it does not have any significant tax positions for which a reserve would be necessary.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11214300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12189873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13169613
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14110596
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15112100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16166623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17120220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CO CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SEC/VP OPERATIONS & ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER (LEFT 9/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (LEFT 4/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF DATA OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14NATIONAL PARTNERSHIP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF ANALYTICS
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF EXTERNAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF ENGINEERING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1185
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0368672
IRS990/GrantAmt02472558
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02472558
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02472558
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0104072
IRS990/GrossReceiptsAmt011524406
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt05031
IRS990/InsuranceGrp/ManagementAndGeneralAmt05276
IRS990/InsuranceGrp/ProgramServicesAmt019371
IRS990/InsuranceGrp/TotalAmt029678
IRS990/InvestmentIncomeGrp/ExclusionAmt047002
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047002
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105257
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FII TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07683381
IRS990/NetAssetsOrFundBalancesEOYAmt011898169
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1185
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1185
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01500150
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04586281
IRS990/NoncashContributionsAmt0105291
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt016696
IRS990/OccupancyGrp/ManagementAndGeneralAmt017508
IRS990/OccupancyGrp/ProgramServicesAmt064282
IRS990/OccupancyGrp/TotalAmt098486
IRS990/OfficeExpensesGrp/FundraisingAmt011880
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012458
IRS990/OfficeExpensesGrp/ProgramServicesAmt045740
IRS990/OfficeExpensesGrp/TotalAmt070078
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08677
IRS990/OtherAssetsTotalGrp/EOYAmt02517
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt038648
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040528
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0148802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0227978
IRS990/OtherExpensesGrp/Desc0DUES AND FEES
IRS990/OtherExpensesGrp/Desc1FISCAL AGENT PAYMENT
IRS990/OtherExpensesGrp/FundraisingAmt025435
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026675
IRS990/OtherExpensesGrp/ProgramServicesAmt097927
IRS990/OtherExpensesGrp/ProgramServicesAmt150000
IRS990/OtherExpensesGrp/TotalAmt0150037
IRS990/OtherExpensesGrp/TotalAmt150000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt017985
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017985
IRS990/OtherRevenueTotalAmt017985
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0336996
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0309931
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01758611
IRS990/OtherSalariesAndWagesGrp/TotalAmt02405538
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt037333
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039151
IRS990/PayrollTaxesGrp/ProgramServicesAmt0143743
IRS990/PayrollTaxesGrp/TotalAmt0220227
IRS990/PensionPlanContributionsGrp/FundraisingAmt05478
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05745
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021092
IRS990/PensionPlanContributionsGrp/TotalAmt032315
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02042110
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01305008
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021225
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05611
IRS990/PrincipalOfficerNm0JESUS GERENA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0188101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0188101
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07052492
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02854646
IRS990/PYInvestmentIncomeAmt02545
IRS990/PYOtherExpensesAmt01331643
IRS990/PYOtherRevenueAmt025288
IRS990/PYProgramServiceRevenueAmt0317992
IRS990/PYRevenuesLessExpensesAmt0389119
IRS990/PYSalariesCompEmpBnftPaidAmt02822909
IRS990/PYTotalExpensesAmt07009198
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07398317
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04214788
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0188101
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01355793
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01999006
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OTHER INCOME CONSISTS OF VARIOUS ADMINISTRATIVE AND MISCELLANEOUS REVENUES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION B, LINE 10:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011167246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07052492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06848642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03531205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06125638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034725223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt047002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053735
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01466961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt017985
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt025288
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014766
IRS990ScheduleA/OtherIncome170Grp/TotalAmt058039
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65530
IRS990ScheduleA/PublicSupportPY170Pct00.64040
IRS990ScheduleA/PublicSupportTotal170Amt022829219
IRS990ScheduleA/SubstantialContributorsTotAmt011896004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011167246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07052492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06848642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03531205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06125638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034725223
IRS990ScheduleA/TotalSupportAmt034836997
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,392,023
Liabilities
$2,493,854
Net assets
$11,898,169
Revenue
$11,419,149
Expenses
$7,204,361
Net income
$4,214,788
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $10M-$25M nonprofits

Norfolk, VA

View Organization

Union Mission

501(c)3

Revenue$9,515,214
Assets$14,378,642

Revenue vs current organization

17% lower

Assets vs current organization

About the same