Fii - National
- Assets
- $80.2m
- Revenue
- $76.4m
- Investments
- $0.0
- Employees
- 55
- Location
- Oakland, CA
- Founding
- 12/2006
- Data as of
- 12/2021
- EIN
- 02-0784790
Organization Overview
Fii - National, operating under the name Uptogether, is located in Oakland, CA. The organization was established in 2006. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 12/2021, Uptogether employed 55 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uptogether is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Uptogether generated $76.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 42.9% each year . All expenses for the organization totaled $45.6m during the year ending 12/2021. While expenses have increased by 37.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UPTOGETHER TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jesus Gerena CEO | Officer | 40 | $246,686 |
David Henderson Chief Data Officer (through 12/2021) | 40 | $195,104 | |
Michelle Chao-Nguyen VP Of Finance & Human Capital | Officer | 40 | $184,082 |
Rae Oglesby VP Of Membership & Communications | 40 | $166,775 | |
Patricia Ahazie Director Of Finance | 40 | $137,690 | |
Brian Stanley Director Of Engineering | 40 | $135,370 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Presidio Networked Solutions Llc Research & Development-cloud Services | 12/30/21 | $402,227 |
Able Llc Research & Development-software Services | 12/30/21 | $424,278 |
President And Fellows Of Harvard College Evaluation Services | 12/30/21 | $150,000 |
Rally Communication Services For Research | 12/30/21 | $135,000 |
O Practice Llc Executive Coaching | 12/30/21 | $108,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $3,842,382 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $8,252,865 |
| All other contributions, gifts, grants, and similar amounts not included above | $63,588,957 |
| Noncash contributions included in lines 1a–1f | $100,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $75,684,204 |
| Total Program Service Revenue | $434,337 |
| Investment income | $74,696 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$726 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $76,416,139 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $35,839,849 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $604,426 |
| Compensation of current officers, directors, key employees. | $387,372 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,298,222 |
| Pension plan accruals and contributions | $48,943 |
| Other employee benefits | $353,254 |
| Payroll taxes | $359,400 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $13,827 |
| Fees for services: Accounting | $63,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,850,320 |
| Advertising and promotion | $14,927 |
| Office expenses | $129,656 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $32,928 |
| Travel | $23,522 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $194 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $96,341 |
| All other expenses | $0 |
| Total functional expenses | $45,631,207 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $28,100,163 |
| Savings and temporary cash investments | $45,847,512 |
| Pledges and grants receivable | $5,951,028 |
| Accounts receivable, net | $10,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $328,918 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,687 |
| Total assets | $80,240,308 |
| Accounts payable and accrued expenses | $305,842 |
| Grants payable | $0 |
| Deferred revenue | $2,131,167 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,437,009 |
| Net assets without donor restrictions | $55,987,081 |
| Net assets with donor restrictions | $21,816,218 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $80,240,308 |
Grants Recieved
Over the last fiscal year, we have identified 32 grants that Fii - National has recieved totaling $13,604,025.
| Awarding Organization | Amount |
|---|---|
Tides Foundation San Francisco, CA PURPOSE: EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT | $6,701,000 |
Robin Hood Foundation New York, NY PURPOSE: POVERTY RELIEF | $1,772,000 |
George Kaiser Family Foundation Tulsa, OK PURPOSE: BEST - FII UpTogether Tulsa | $1,130,000 |
St Davids Foundation Austin, TX PURPOSE: HEALTH ACCESS GRANT | $615,000 |
Greater Cincinnati Foundation Cincinnati, OH PURPOSE: GENERAL PURPOSE | $523,448 |
Methodist Healthcare Ministries Of South Texas Inc San Antonio, TX PURPOSE: Financial empowerment program | $380,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Community Action Partnership Of Kern Bakersfield, CA | $40,550,672 | $119,116,159 |
The Neighborhood House Assn San Diego, CA | $20,146,968 | $97,699,697 |
Portable Practical Educational Preparation Inc Tucson, AZ | $20,477,573 | $94,704,086 |
Chicanos Por La Causa Inc Phoenix, AZ | $7,948,599,708 | $121,803,796 |
Sbcs Corporation Chula Vista, CA | $44,117,675 | $87,559,700 |
Bay Area Community Services Inc Oakland, CA | $30,842,402 | $71,014,541 |
United Movement Inc Las Vegas, NV | $7,228,928 | $63,347,968 |
Nevada H A N D Inc Las Vegas, NV | $197,568,857 | $83,930,370 |
Lift To Rise Palm Desert, CA | $10,036,798 | $56,799,508 |
Catholic Charities Of Santa Clara County San Jose, CA | $37,221,303 | $52,659,902 |
Farmlink Project Pacific Palisades, CA | $3,073,736 | $51,204,063 |
Arizonas Children Association Tucson, AZ | $18,515,748 | $50,621,725 |