Civic Intelligence

Fii - National

990 • Fiscal year 2020 • EIN 02-0784790

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

Organization ProfileWWW.UPTOGETHER.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

30th percentile

0.13x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.04x

Higher debt load relative to revenue than 7% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$274,312

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

99th percentile

276%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

1413%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$54,146,358

Up $39,754,335 (+276%) from 2019

Net Assets

Up

$47,018,367

Up $35,120,198 (+295%) from 2019

Liabilities

Up

$7,127,991

Up $4,634,137 (+186%) from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin80th percentile

Revenue

Up

$172,762,647

Up $161,343,498 (+1413%) from 2019

Expenses

Up

$137,642,449

Up $130,438,088 (+1811%) from 2019

Net Income

Up

$35,120,198

Up $30,905,410 (+733%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$54,146,358
Liabilities$7,127,991
Net Assets$47,018,367
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$172,762,647
Expenses$137,642,449
Net Income$35,120,198
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.1
Gross Receipts
$172,868,540
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$8,422,513$42,182,562▲ $33,760,049
Pledges and Grants Receivable$1,305,008$9,716,113▲ $8,411,105
Savings and Temporary Cash Investments$1,999,006$2,026,773▲ $27,767
Prepaid Expenses and Deferred Charges$5,611$208,301▲ $202,690
Accounts Receivable$2,657,368$10,000▼ $2,647,368
Total Assets$14,392,023$54,146,358▲ $39,754,335
Other Assets Total$2,517$2,609▲ $92
Liabilities
Deferred Revenue$2,375,000$6,832,400▲ $4,457,400
Accounts Payable and Accrued Expenses$118,854$295,591▲ $176,737
Total Liabilities$2,493,854$7,127,991▲ $4,634,137
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,311,888$31,819,488▲ $24,507,600
Net Assets Without Donor Restrictions$4,586,281$15,198,879▲ $10,612,598
Total Net Assets Fund Balance$11,898,169$47,018,367▲ $35,120,198
Total Liabilities and Net Assets / Fund Balance$14,392,023$54,146,358▲ $39,754,335
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesus GerenaCEOFT$233,475$40,837$274,312
David HendersonChief Data OfficerFT$172,833$26,829$199,662
Ashley Connors SherwinVP of External Affairs - to Nov 2020FT$152,397$46,180$198,577
Jorge BlandonExecutive VP - to June 2020FT$87,953$109,206$197,159
Michelle Chao-nguyenBoard Sec/VP Finance & Humane CapitalFT$179,327$12,617$191,944
Michelle Chao-nguyenBoard Sec/VP Finance & Humane Capita-$166,626$25,318$191,944
Patricia AhazieDirector of FinanceFT$128,444$25,824$154,268
Rae OglesbyVP of Membership and CommunicationFT$131,250$21,385$152,635
Brian StanleyDirector of EngineeringFT$127,018$24,957$151,975

Board Members and Trustees

NameTitle
Paula SneedBoard Chair
Amina FahmyBoard Member
Baakir TyehimbaBoard Member
Evan FeinbergBoard Member
John Tony MayerBoard Member
Melinda MarbleBoard Member
Sameer SrivastavaBoard Member
Stephen P SchaibleBoard Member
William BaileyBoard Member
Jesse Casso JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
President And Fellows Of Harvard CollegeEvaluation ServicesPO BOX 415649, Boston, MA 22491$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$170,407,822
Program Service Revenue
$2,027,385
Investment Income
$87,248
Other Revenue
$240,192
All Other Contributions
$108,406,469
Change in Net Assets
$35,120,198

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 Traded2$105,893Fair Market Value (FMV)
Total Noncash Contributions2$105,893-

Audited Revenue Reconciliation

Revenue per Audited Statements
$172,762,647
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$172,762,647
Total Revenue per Form 990
$172,762,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,633,544
Salaries, Compensation, and Employee Benefits$4,760,423
Other Expenses$2,248,482
Total Fundraising Expense$1,046,795
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$130,633,544--$130,633,544
Other Salaries and Wages$2,429,148$464,968$549,701$3,443,817
Current Officers, Directors, Trustees, and Key Employees-$443,965$219,450$663,415
Fees for Services Other$294,344$106,341$91,014$491,699
Other Employee Benefits$212,860$52,555$51,798$317,213
Payroll Taxes$177,483$64,121$54,880$296,484
Office Expenses$41,241$14,900$12,751$68,892
Insurance$32,034$11,573$9,905$53,512
Pension Plan Contributions$30,225$3,936$5,333$39,494
Occupancy$20,161$7,284$6,234$33,679
Fees for Services Accounting$19,443$7,025$6,012$32,480
Travel$16,117$5,823$4,984$26,924
Fees for Services Legal$16,113$5,821$4,982$26,916
Conferences and Meetings$4,813$1,739$1,488$8,040
Other Expenses$4,055$1,465$1,254$6,774
Total Functional Expenses$135,372,582$1,223,072$1,046,795$137,642,449

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$137,642,449
Total Expenses per Audited Statements$137,642,449
Total Expenses per Form 990$137,642,449
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
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 fii 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
663 13TH STREET NO 200, OAKLAND, CA 94612
Doing Business As
Uptogether

Signing Officer

Name
Jesus Gerena
Title
CEO
Phone
5104529341
Signed
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesus Gerena
Formed
2006
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
42
Volunteers
34

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 III, Line 2

“In 2020, in response to the global coronavirus pandemic, fii-national, in partnership with stand together, launched #givetogethernow, one of the largest non-government covid-19 relief campaigns in the united states. In collaboration with more than 200 community groups, philanthropic organizations, local government agencies and individuals, #givetogethernow raised and distributed $136 million to more than 200,000 households across all 50 states, the district of columbia and puerto rico. The dollars were unrestricted, giving recipients the flexibility to use the funds in whatever way was most beneficial to them.”

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, 2020, it does not have any significant tax positions for which a reserve would be necessary.”

Raw XML AppendixShowing 400 of 712 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.

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IRS990/ActivityOrMissionDesc0FII TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY.
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IRS990/Desc0FII-NATIONAL IS A NATIONAL ORGANIZATION THAT REVEALS AND ACCELERATES THE INITIATIVE PEOPLE ARE TAKING TO IMPROVE THEIR LIVES.AS A COMMUNITY, A MOVEMENT AND A PLATFORM, WE USE THE POWER OF INFORMATIONCOMPELLING INSIGHTS AND PERSONAL SUCCESS STORIESTO TRANSFORM STEREOTYPES, BELIEFS, PRACTICES AND POLICIES. TOGETHER WITH OUR MEMBERS, WE ARE CHAMPIONING A COMMUNITY-LED MOVEMENT TO BOOST ECONOMIC AND SOCIAL MOBILITY IN COMMUNITIES THAT HAVE BEEN UNDERVALUED AND UNDERINVESTED IN FOR FAR TOO LONG. THE ORGANIZATION PARTNERS WITH INDIVIDUALS, FAMILIES, FUNDERS, GOVERNMENT AGENCIES AND COMMUNITY PARTNERS TO CREATE AN ENVIRONMENT WHERE EVERY PERSON CAN THRIVE, ON THEIR OWN TERMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN P SCHAIBLE
IRS990/Form990PartVIISectionAGrp/PersonNm9SAMEER SRIVASTAVA
IRS990/Form990PartVIISectionAGrp/PersonNm10EVAN FEINBERG
IRS990/Form990PartVIISectionAGrp/PersonNm11JESUS GERENA
IRS990/Form990PartVIISectionAGrp/PersonNm12JORGE BLANDON
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14RAE OGLESBY
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHLEY CONNORS SHERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm16BRIAN STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICIA AHAZIE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SEC/VP FINANCE & HUMANE CAPITAL
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE VP - TO JUNE 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF DATA OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF MEMBERSHIP AND COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF EXTERNAL AFFAIRS - TO NOV 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF ENGINEERING
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FINANCE
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IRS990/GrantsToOrganizationsInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0103599
IRS990/GrossReceiptsAmt0172868540
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt016
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt09905
IRS990/InsuranceGrp/ManagementAndGeneralAmt011573
IRS990/InsuranceGrp/ProgramServicesAmt032034
IRS990/InsuranceGrp/TotalAmt053512
IRS990/InvestmentIncomeGrp/ExclusionAmt089542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089542
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt092
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105893
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FII RECOGNIZES, HIGHLIGHTS AND INVESTS IN THE INGENUITY AND ENTREPRENEURSHIP OF PEOPLE IN UNDERVALUED COMMUNITIES AND PARTNER WITH GOVERNMENT AND PHILANTHROPY TO DO THE SAME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011898169
IRS990/NetAssetsOrFundBalancesEOYAmt047018367
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2294
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2294
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04586281
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015198879
IRS990/NoncashContributionsAmt0105893
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06234
IRS990/OccupancyGrp/ManagementAndGeneralAmt07284
IRS990/OccupancyGrp/ProgramServicesAmt020161
IRS990/OccupancyGrp/TotalAmt033679
IRS990/OfficeExpensesGrp/FundraisingAmt012751
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014900
IRS990/OfficeExpensesGrp/ProgramServicesAmt041241
IRS990/OfficeExpensesGrp/TotalAmt068892
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02517
IRS990/OtherAssetsTotalGrp/EOYAmt02609
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt051798
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt052555
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0212860
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0317213
IRS990/OtherExpensesGrp/Desc0COVID-19 CAMPAIGN EXPEN
IRS990/OtherExpensesGrp/Desc1DUES AND FEES
IRS990/OtherExpensesGrp/Desc2FISCAL AGENT PAYMENT
IRS990/OtherExpensesGrp/Desc3MEALS, EVENTS AND ENTER
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IRS990/OtherExpensesGrp/FundraisingAmt11254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031556
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11465
IRS990/OtherExpensesGrp/ProgramServicesAmt01253263
IRS990/OtherExpensesGrp/ProgramServicesAmt187345
IRS990/OtherExpensesGrp/ProgramServicesAmt2100393
IRS990/OtherExpensesGrp/ProgramServicesAmt34055
IRS990/OtherExpensesGrp/TotalAmt01253263
IRS990/OtherExpensesGrp/TotalAmt1145910
IRS990/OtherExpensesGrp/TotalAmt2100393
IRS990/OtherExpensesGrp/TotalAmt36774
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/Desc0FISCAL AGENT REVENUE
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0120568
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1119624
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0549701
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0464968
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02429148
IRS990/OtherSalariesAndWagesGrp/TotalAmt03443817
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt054880
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064121
IRS990/PayrollTaxesGrp/ProgramServicesAmt0177483
IRS990/PayrollTaxesGrp/TotalAmt0296484
IRS990/PensionPlanContributionsGrp/FundraisingAmt05333
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03936
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030225
IRS990/PensionPlanContributionsGrp/TotalAmt039494
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01305008
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09716113
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05611
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0208301
IRS990/PrincipalOfficerNm0JESUS GERENA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011167246
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02472558
IRS990/PYInvestmentIncomeAmt045817
IRS990/PYOtherExpensesAmt01248745
IRS990/PYOtherRevenueAmt017985
IRS990/PYProgramServiceRevenueAmt0188101
IRS990/PYRevenuesLessExpensesAmt04214788
IRS990/PYSalariesCompEmpBnftPaidAmt03483058
IRS990/PYTotalExpensesAmt07204361
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011419149
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035120198
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02147953
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01999006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02026773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0170407822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011167246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07052492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06848642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03531205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0199007407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142712
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03494346
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0240192
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017985
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt025288
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014766
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0298231

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,146,358
Liabilities
$7,127,991
Net assets
$47,018,367
Revenue
$172,762,647
Expenses
$137,642,449
Net income
$35,120,198
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. 2020 filings • 501(c)3 • $100M-$250M nonprofits

Newtown Sq, PA

View Organization

Nazareth Hospital

501(c)3

Revenue$172,334,427
Assets$115,279,083

Revenue vs current organization

About the same

Assets vs current organization

113% higher