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FII - NATIONAL: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FII - NATIONAL (EIN 02-0784790)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-31
IRS object ID
202512129349301026
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-31T12:33:23-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020784790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FII - NATIONALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFII-BusinessNameControlTxt
Phone5104529341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120141 EAST STREET 1149AddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESUS GERENAPersonNm
Person TitleCEOPersonTitleTxt
Phone5104529341PhoneNum
Signature2025-07-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER M VACHAPreparerPersonNm
PTINP01251998PTIN
Phone9257902600PhoneNum
Preparation2025-07-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UPTOGETHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJESUS GERENAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120141 EAST STREET 1149AddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94520ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,633,174GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UPTOGETHER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionUPTOGETHER TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN (CONT. ON SCH O) WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee61TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,512,410PYContributionsGrantsAmt
CY Contributions Grants$17,978,304CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$693,937PYInvestmentIncomeAmt
CY Investment Income$1,249,016CYInvestmentIncomeAmt
PY Other Revenue$110,822PYOtherRevenueAmt
CY Other Revenue$2,523CYOtherRevenueAmt
PY Total Revenue$18,317,169PYTotalRevenueAmt
CY Total Revenue$19,229,843CYTotalRevenueAmt
PY Grants And Similar Paid$18,068,517PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,304,207CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,619,832PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,836,148CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,524,484CYTotalFundraisingExpenseAmt
PY Other Expenses$4,119,235PYOtherExpensesAmt
CY Other Expenses$4,126,688CYOtherExpensesAmt
PY Total Expenses$30,807,584PYTotalExpensesAmt
CY Total Expenses$26,267,043CYTotalExpensesAmt
PY Revenues Less Expenses-$12,490,415PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,037,200CYRevenuesLessExpensesAmt
Total Assets BOY$45,161,924TotalAssetsBOYAmt
Total Assets EOY$34,985,994TotalAssetsEOYAmt
Total Liabilities BOY$5,120,820TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,660,550TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,041,104NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,325,444NetAssetsOrFundBalancesEOYAmt
MissionUPTOGETHER RECOGNIZES, HIGHLIGHTS AND INVESTS IN THE INGENUITY AND ENTREPRENEURSHIP OF PEOPLE IN HISTORICALLY UNDERVALUED COMMUNITIES AND PARTNERS WITH GOVERNMENT AND PHILANTHROPY TO DO THE SAME.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$21,327,305ExpenseAmt
Grant$14,304,207GrantAmt
DescUPTOGETHER IS A COMMUNITY, A MOVEMENT AND A PLATFORM TO HIGHLIGHT, INVEST IN AND ACCELERATE THE INITIATIVES PEOPLE IN HISTORICALLY UNDERVALUED COMMUNITIES ARE TAKING TO IMPROVE THEIR LIVES AND MOVE UP, TOGETHER. OUR STRENGTH-BASED APPROACH (COMMUNITY, CAPITAL, CHOICE) ACKNOWLEDGES WHERE THE POWER AND SOLUTIONS REALLY LIE: IN HARDWORKING PEOPLE, FAMILIES AND COMMUNITIES. TOGETHER, WE ARE CHAMPIONING A NATIONWIDE MOVEMENT WHERE EVERY PERSON IS RECOGNIZED FOR THEIR STRENGTHS AND CONTRIBUTIONS, AND HAVE WHAT THEY NEED TO THRIVE.Desc
Total Program Service Expenses$21,327,305TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee61EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLIOT LING COOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5104529341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120141 EAST STREET 1149AddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94520ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JESUS GERENA
CHIEF EXECUTIVE OFFICER40.00Yes (X)Yes (X)$315,708$0$4,581
WILL BAILEY
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
AMINA FAHMY CASEWIT
BOARD CO-CHAIR0.75Yes (X)Yes (X)$0$0$0
JESSE CASSO JR
BOARD TREASURER (THRU 12/24)1.00Yes (X)Yes (X)$0$0$0
JAY CHAUDHARY
BOARD MEMBER0.75Yes (X)$0$0$0
JAIME GLOSHAY
BOARD MEMBER0.75Yes (X)$0$0$0
HASSAN HASSAN
BOARD MEMBER0.75Yes (X)$0$0$0
LOFTON HOLDER
BOARD MEMBER1.00Yes (X)$0$0$0
MELINDA MARBLE CANTOR
BOARD MEMBER1.00Yes (X)$0$0$0
MERIDEE MOORE
BOARD MEMBER1.25Yes (X)$0$0$0
JOHN MOYLES
BOARD MEMBER0.75Yes (X)$0$0$0
PAULA SNEED
BOARD MEMBER1.00Yes (X)$0$0$0
BAAKIR TYEHIMBA
BOARD MEMBER0.75Yes (X)$0$0$0
ELLIOT LING
CHIEF OPERATIONS OFFICER40.00Yes (X)$142,533$0$20,980
JESSICA ZAPRAHAYEU
DIRECTOR OF PROJECTS40.00Yes (X)$142,226$0$17,173
MICHELLE CHAO-NGUYEN
CHIEF PEOPLES OFFICER40.00$211,385$0$18,077Yes (X)
RAE OGLESBY THRU 0924
CHIEF COMMUNICATIONS OFFICER40.00$151,630$0$11,056Yes (X)
ELIZABETH LINDSEY
EVP - PARTNERSHIP & REVENUE40.00$216,668$0$20,178Yes (X)
PATRICIA AHAZIE
DIRECTOR OF FINANCE40.00$170,496$0$17,579Yes (X)
IVANNA NERI
SR. DIRECTOR OF PARTNERSHIPS40.00$161,354$0$13,942Yes (X)
CHRISTINA SCOTT
SR. DIRECTOR OF OPS & P&C40.00$175,805$0$14,324Yes (X)
RACHEL BERNSTEIN
SR. DIRECTOR OF PRODUCT AND LEARNING40.00$157,405$0$19,640Yes (X)
SAMANTHA REIMER
SR. DIRECTOR OF NATIONAL PARTNERSHIP40.00$157,668$0$10,698Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,002,878TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$168,228TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ABLE LLC
41 UNION SQUARE WESTNEW YORKNY10013SOFTWARE DEVELOPMENT & DESIGN$1,165,440
GUIDEPOINT SECURITY LLC
2201 COOPERATIVE WAY SUITE 225HERNDONVA20171CONSULTING$179,875
AMAZON WEB SERVICES
410 TERRY AVE NORTHSEATTLEWA98109CLOUD SERVICES$169,323
HR REDEFINED LLC
150 CLERMONT AVENUEBROOKLYNNY11205CONSULTING$166,500
UNIVERSITY OF FLORIDA
33 TIGERT HALLGAINESVILLEFL32611STORYTELLING$115,740
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$120,000MembershipDuesAmt
Government Grants$7,478,545GovernmentGrantsAmt
All Other Contributions$10,379,759AllOtherContributionsAmt
Total Contributions$17,978,304TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,219TotalRevenueColumnAmt
Exclusion$10,219ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,642,128SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,403,331SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,238,797SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,238,797TotalRevenueColumnAmt
Exclusion$1,238,797ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$2,523TotalRevenueColumnAmt
Exclusion$2,523ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,523OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,229,843TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,251,539ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$100,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,204,207TotalAmt
Program Services$14,204,207ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,272,194TotalAmt
Program Services$335,927ProgramServicesAmt
Management And General$606,158ManagementAndGeneralAmt
Fundraising$330,109FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,451,250TotalAmt
Program Services$3,197,918ProgramServicesAmt
Management And General$1,493,508ManagementAndGeneralAmt
Fundraising$759,824FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$79,377TotalAmt
Program Services$46,394ProgramServicesAmt
Management And General$22,431ManagementAndGeneralAmt
Fundraising$10,552FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$532,516TotalAmt
Program Services$298,276ProgramServicesAmt
Management And General$146,388ManagementAndGeneralAmt
Fundraising$87,852FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$500,811TotalAmt
Program Services$264,801ProgramServicesAmt
Management And General$154,878ManagementAndGeneralAmt
Fundraising$81,132FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,784TotalAmt
Program Services$10,461ProgramServicesAmt
Management And General$6,118ManagementAndGeneralAmt
Fundraising$3,205FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$93,609TotalAmt
Program Services$49,495ProgramServicesAmt
Management And General$28,949ManagementAndGeneralAmt
Fundraising$15,165FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,860,757TotalAmt
Program Services$2,205,979ProgramServicesAmt
Management And General$604,946ManagementAndGeneralAmt
Fundraising$49,832FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,455TotalAmt
Program Services$512ProgramServicesAmt
Management And General$299ManagementAndGeneralAmt
Fundraising$2,644FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$740,528TotalAmt
Program Services$397,535ProgramServicesAmt
Management And General$225,086ManagementAndGeneralAmt
Fundraising$117,907FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$81,576TotalAmt
Program Services$43,133ProgramServicesAmt
Management And General$25,228ManagementAndGeneralAmt
Fundraising$13,215FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,629TotalAmt
Program Services$19,675ProgramServicesAmt
Management And General$11,782ManagementAndGeneralAmt
Fundraising$6,172FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$169,129TotalAmt
Program Services$89,426ProgramServicesAmt
Management And General$52,304ManagementAndGeneralAmt
Fundraising$27,399FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,512TotalAmt
Program Services$16,133ProgramServicesAmt
Management And General$9,436ManagementAndGeneralAmt
Fundraising$4,943FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$89,709TotalAmt
Program Services$47,433ProgramServicesAmt
Management And General$27,743ManagementAndGeneralAmt
Fundraising$14,533FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,267,043TotalAmt
Program Services$21,327,305ProgramServicesAmt
Management And General$3,415,254ManagementAndGeneralAmt
Fundraising$1,524,484FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,771,768BOYAmt
EOY$5,422,082EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,076,398BOYAmt
EOY$25,027,704EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,888,947BOYAmt
EOY$4,267,225EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,440BOYAmt
EOY$5,420EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$390,298BOYAmt
EOY$260,665EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,073BOYAmt
EOY$2,898EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$45,161,924BOYAmt
EOY$34,985,994EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$423,465BOYAmt
EOY$689,317EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,670,711BOYAmt
EOY$971,233EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,644BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,120,820BOYAmt
EOY$1,660,550EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,485,863BOYAmt
EOY$23,821,022EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,555,241BOYAmt
EOY$9,504,422EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,041,104BOYAmt
EOY$33,325,444EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,161,924BOYAmt
EOY$34,985,994EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$7,037,200ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$321,540NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,407,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,684,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,867,397CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,512,410CurrentTaxYearMinus1YearAmt
Current Tax Year$17,978,304CurrentTaxYearAmt
Total$297,450,137TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,407,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,684,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,867,397CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,512,410CurrentTaxYearMinus1YearAmt
Current Tax Year$17,978,304CurrentTaxYearAmt
Total$297,450,137TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$786,749SubstantialContributorsTotAmt
Public Support Total170$296,663,388PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,542CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,862CurrentTaxYearMinus1YearAmt
Current Tax Year$10,219CurrentTaxYearAmt
Total$432,031TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,822CurrentTaxYearMinus1YearAmt
Current Tax Year$2,523CurrentTaxYearAmt
Total$271,503TotalAmt
FieldValueIRS element (for citing)
Total Support$298,153,671TotalSupportAmt
Gross Receipts Rltd Activities$2,809,972GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99500PublicSupportCY170Pct
Public Support PY1700.99200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,569,015TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$321,540NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$17,632DonatedServicesAndUseFcltsAmt
Revenue Not Reported$339,172RevenueNotReportedAmt
Revenue Subtotal$19,229,843RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,229,843TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,284,675TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$17,632DonatedServicesUseFcltsAmt
Expenses Not Reported$17,632ExpensesNotReportedAmt
Expenses Subtotal$26,267,043ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$26,267,043TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVING CREDITBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 CONCORD AVE UNIT 1AddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02143ZIPCd
FieldValueIRS element (for citing)
Recipient EIN822380625RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$100,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGIVING CREDIT FISCAL SPONSORSHIPPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGRANTS TO UPTOGETHER MEMBERS IN THE PROJECTGrantTypeTxt
Recipient3761RecipientCnt
Cash Grant$14,204,207CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUPTOGETHER'S GRANTS TO FAMILIES ARE MEANT TO BE USED AT EACH FAMILY'S DISCRETION. UPTOGETHER DOES NOT MONITOR THE USE OF GRANT FUNDS. AS PART OF OUR PARTNERSHIP WITH THE MEMBERS, UPTOGETHER WORKS WITH, UPTOGETHER TRUSTS AND INVESTS IN LOW INCOME FAMILIES TO WORK INDIVIDUALLY AND COLLECTIVELY TOWARD PROSPERITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JESUS GERENA
CHIEF EXECUTIVE OFFICER$315,708$0$0$0$0$0$4,581$0$0$0$320,289$0$0$0
ELIZABETH LINDSEY
EVP - PARTNERSHIP & REVENUE$215,668$0$1,000$0$0$0$4,453$0$15,725$0$236,846$0$0$0
MICHELLE CHAO-NGUYEN
CHIEF PEOPLES OFFICER$210,385$0$1,000$0$0$0$1,308$0$16,769$0$229,462$0$0$0
CHRISTINA SCOTT
SR. DIRECTOR OF OPS & P&C$174,805$0$1,000$0$0$0$3,538$0$10,786$0$190,129$0$0$0
PATRICIA AHAZIE
DIRECTOR OF FINANCE$169,496$0$1,000$0$0$0$2,486$0$15,093$0$188,075$0$0$0
RACHEL BERNSTEIN
SR. DIRECTOR OF PRODUCT AND LEARNING$156,405$0$1,000$0$0$0$3,423$0$16,217$0$177,045$0$0$0
IVANNA NERI
SR. DIRECTOR OF PARTNERSHIPS$160,354$0$1,000$0$0$0$3,257$0$10,685$0$175,296$0$0$0
SAMANTHA REIMER
SR. DIRECTOR OF NATIONAL PARTNERSHIP$156,668$0$1,000$0$0$0$0$0$10,698$0$168,366$0$0$0
ELLIOT LING
CHIEF OPERATIONS OFFICER$142,033$0$500$0$0$0$2,808$0$18,172$0$163,513$0$0$0
RAE OGLESBY THRU 0924
CHIEF COMMUNICATIONS OFFICER$151,630$0$0$0$0$0$3,035$0$8,021$0$162,686$0$0$0
JESSICA ZAPRAHAYEU
DIRECTOR OF PROJECTS$141,226$0$1,000$0$0$0$2,995$0$14,178$0$159,399$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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.
PART I, LINE 7STAFF RECEIVED NON-FIXED YEAR-END BONUSES IN FY 2024.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS FORM 990 IN DRAFT FORM BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH 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 15ATHE 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 19FORM 990 AND OTHER REQUIRED DISCLOSURES ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTANT 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.