2025-07-31T12:33:23-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 020784790 FII - NATIONAL FII- 5104529341 20141 EAST STREET 1149 CONCORD CA 94520 JESUS GERENA CEO 5104529341 2025-07-22 1 1 JENNIFER M VACHA P01251998 9257902600 2025-07-22 2024 2025-03-06 01:10:19Z X UPTOGETHER JESUS GERENA 20141 EAST STREET 1149 CONCORD CA 94520 39633174 0 X WWW.UPTOGETHER.ORG X 2006 CA UPTOGETHER TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN (CONT. ON SCH O) WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY. 12 11 61 12 0 0 17512410 17978304 0 0 693937 1249016 110822 2523 18317169 19229843 18068517 14304207 0 0 8619832 7836148 0 0 1524484 4119235 4126688 30807584 26267043 -12490415 -7037200 45161924 34985994 5120820 1660550 40041104 33325444 UPTOGETHER 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. 0 0 21327305 14304207 UPTOGETHER 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. 21327305 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL CA CO CT FL GA IL KY MA MD ME MI MN NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI X ELLIOT LING COO 5104529341 20141 EAST STREET 1149 CONCORD CA 94520 JESUS GERENA CHIEF EXECUTIVE OFFICER 40.00 X X 315708 0 4581 WILL BAILEY BOARD CHAIR 1.00 X X 0 0 0 AMINA FAHMY CASEWIT BOARD CO-CHAIR 0.75 X X 0 0 0 JESSE CASSO JR BOARD TREASURER (THRU 12/24) 1.00 X X 0 0 0 JAY CHAUDHARY BOARD MEMBER 0.75 X 0 0 0 JAIME GLOSHAY BOARD MEMBER 0.75 X 0 0 0 HASSAN HASSAN BOARD MEMBER 0.75 X 0 0 0 LOFTON HOLDER BOARD MEMBER 1.00 X 0 0 0 MELINDA MARBLE CANTOR BOARD MEMBER 1.00 X 0 0 0 MERIDEE MOORE BOARD MEMBER 1.25 X 0 0 0 JOHN MOYLES BOARD MEMBER 0.75 X 0 0 0 PAULA SNEED BOARD MEMBER 1.00 X 0 0 0 BAAKIR TYEHIMBA BOARD MEMBER 0.75 X 0 0 0 ELLIOT LING CHIEF OPERATIONS OFFICER 40.00 X 142533 0 20980 JESSICA ZAPRAHAYEU DIRECTOR OF PROJECTS 40.00 X 142226 0 17173 MICHELLE CHAO-NGUYEN CHIEF PEOPLES OFFICER 40.00 X 211385 0 18077 RAE OGLESBY THRU 0924 CHIEF COMMUNICATIONS OFFICER 40.00 X 151630 0 11056 ELIZABETH LINDSEY EVP - PARTNERSHIP & REVENUE 40.00 X 216668 0 20178 PATRICIA AHAZIE DIRECTOR OF FINANCE 40.00 X 170496 0 17579 IVANNA NERI SR. DIRECTOR OF PARTNERSHIPS 40.00 X 161354 0 13942 CHRISTINA SCOTT SR. DIRECTOR OF OPS & P&C 40.00 X 175805 0 14324 RACHEL BERNSTEIN SR. DIRECTOR OF PRODUCT AND LEARNING 40.00 X 157405 0 19640 SAMANTHA REIMER SR. DIRECTOR OF NATIONAL PARTNERSHIP 40.00 X 157668 0 10698 2002878 0 168228 35 0 1 0 ABLE LLC 41 UNION SQUARE WEST NEW YORK NY 10013 SOFTWARE DEVELOPMENT & DESIGN 1165440 GUIDEPOINT SECURITY LLC 2201 COOPERATIVE WAY SUITE 225 HERNDON VA 20171 CONSULTING 179875 AMAZON WEB SERVICES 410 TERRY AVE NORTH SEATTLE WA 98109 CLOUD SERVICES 169323 HR REDEFINED LLC 150 CLERMONT AVENUE BROOKLYN NY 11205 CONSULTING 166500 UNIVERSITY OF FLORIDA 33 TIGERT HALL GAINESVILLE FL 32611 STORYTELLING 115740 5 120000 7478545 10379759 17978304 10219 10219 21642128 20403331 1238797 1238797 1238797 OTHER INCOME 900099 2523 2523 2523 19229843 0 0 1251539 X 100000 100000 14204207 14204207 1272194 335927 606158 330109 5451250 3197918 1493508 759824 79377 46394 22431 10552 532516 298276 146388 87852 500811 264801 154878 81132 19784 10461 6118 3205 93609 49495 28949 15165 2860757 2205979 604946 49832 3455 512 299 2644 740528 397535 225086 117907 81576 43133 25228 13215 37629 19675 11782 6172 169129 89426 52304 27399 30512 16133 9436 4943 89709 47433 27743 14533 26267043 21327305 3415254 1524484 8771768 5422082 34076398 25027704 1888947 4267225 5440 5420 390298 260665 29073 2898 45161924 34985994 423465 689317 4670711 971233 26644 0 5120820 1660550 X 31485863 23821022 8555241 9504422 40041104 33325444 45161924 34985994 -7037200 321540 0 X 0 1 X 1 1 1 X 170407822 75684204 15867397 17512410 17978304 297450137 170407822 75684204 15867397 17512410 17978304 297450137 786749 296663388 89542 74696 80712 176862 10219 432031 119624 99368 39166 10822 2523 271503 298153671 2809972 0.99500 0.99200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 19569015 321540 17632 339172 19229843 0 19229843 26284675 17632 17632 26267043 0 26267043 PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 GIVING CREDIT 20 CONCORD AVE UNIT 1 SOMERVILLE MA 02143 822380625 501(C)(3) 100000 0 GIVING CREDIT FISCAL SPONSORSHIP 1 0 GRANTS TO UPTOGETHER MEMBERS IN THE PROJECT 3761 14204207 PART I, LINE 2: UPTOGETHER'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. X X X X 0 0 0 0 0 0 0 1 0 JESUS GERENA CHIEF EXECUTIVE OFFICER 315708 0 0 0 0 0 4581 0 0 0 320289 0 0 0 ELIZABETH LINDSEY EVP - PARTNERSHIP & REVENUE 215668 0 1000 0 0 0 4453 0 15725 0 236846 0 0 0 MICHELLE CHAO-NGUYEN CHIEF PEOPLES OFFICER 210385 0 1000 0 0 0 1308 0 16769 0 229462 0 0 0 CHRISTINA SCOTT SR. DIRECTOR OF OPS & P&C 174805 0 1000 0 0 0 3538 0 10786 0 190129 0 0 0 PATRICIA AHAZIE DIRECTOR OF FINANCE 169496 0 1000 0 0 0 2486 0 15093 0 188075 0 0 0 RACHEL BERNSTEIN SR. DIRECTOR OF PRODUCT AND LEARNING 156405 0 1000 0 0 0 3423 0 16217 0 177045 0 0 0 IVANNA NERI SR. DIRECTOR OF PARTNERSHIPS 160354 0 1000 0 0 0 3257 0 10685 0 175296 0 0 0 SAMANTHA REIMER SR. DIRECTOR OF NATIONAL PARTNERSHIP 156668 0 1000 0 0 0 0 0 10698 0 168366 0 0 0 ELLIOT LING CHIEF OPERATIONS OFFICER 142033 0 500 0 0 0 2808 0 18172 0 163513 0 0 0 RAE OGLESBY THRU 0924 CHIEF COMMUNICATIONS OFFICER 151630 0 0 0 0 0 3035 0 8021 0 162686 0 0 0 JESSICA ZAPRAHAYEU DIRECTOR OF PROJECTS 141226 0 1000 0 0 0 2995 0 14178 0 159399 0 0 0 PART I, LINE 3 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. PART I, LINE 7 STAFF RECEIVED NON-FIXED YEAR-END BONUSES IN FY 2024. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990 IN DRAFT FORM BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS UPTOGETHER IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH VOTING MEMBER OF THE BOARD ANNUALLY SIGNS A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. THE EXECUTIVE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS AND COMPENSATION COMMITTEE REVIEW OTHER NON-PROFIT ORGANIZATIONS COMPENSATION AMOUNTS FOR COMPARATIVE PURPOSES AND FINAL APPROVAL IS GRANTED BY THE BOARD AND COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND OTHER REQUIRED DISCLOSURES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 2,205,979. MANAGEMENT AND GENERAL EXPENSES 604,946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,810,925. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 49,832. TOTAL EXPENSES 49,832.