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Nonprofiteer
← FII - NATIONAL

Form 990 for tax year 2024

Filed by FII - NATIONAL.

Totals

Total revenue
$19,229,843
Total expenses
$26,267,043
Contributions and grants received
$17,978,304
Grants paid
$14,304,207
Program service revenue
$0
Investment income
$1,249,016
Other revenue
$2,523
Total assets, end of year
$34,985,994
Total liabilities, end of year
$1,660,550
Net assets or fund balances, end of year
$33,325,444
Program services expenses (Part IX)
$21,327,305
Management and general expenses
$3,415,254
Fundraising expenses
$1,524,484
Program service expenses (Part III)
$21,327,305

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $120,000

  • 1e · Government grants (contributions)

    $7,478,545

  • 1f · All other contributions, gifts and grants

    $10,379,759

  • 3 · Investment income

    total $10,219 · excluded $10,219

  • 7a · Gross sales of assets other than inventory

    securities $21,642,128

  • 7b · Less cost or other basis and sales expenses

    securities $20,403,331

  • 7c · Gain or loss

    securities $1,238,797

  • 7d · Net gain or loss

    total $1,238,797 · excluded $1,238,797

  • 11a · Other revenue: OTHER INCOME

    total $2,523 · excluded $2,523

  • 11e · Other revenue, total

    $2,523

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,000 · program services $100,000

  • 2 · Grants to domestic individuals

    total $14,204,207 · program services $14,204,207

  • 5 · Compensation of officers, directors and key employees

    total $1,272,194 · program services $335,927 · management and general $606,158 · fundraising $330,109

  • 7 · Other salaries and wages

    total $5,451,250 · program services $3,197,918 · management and general $1,493,508 · fundraising $759,824

  • 8 · Pension plan contributions

    total $79,377 · program services $46,394 · management and general $22,431 · fundraising $10,552

  • 9 · Other employee benefits

    total $532,516 · program services $298,276 · management and general $146,388 · fundraising $87,852

  • 10 · Payroll taxes

    total $500,811 · program services $264,801 · management and general $154,878 · fundraising $81,132

  • 11b · Fees: legal

    total $19,784 · program services $10,461 · management and general $6,118 · fundraising $3,205

  • 11c · Fees: accounting

    total $93,609 · program services $49,495 · management and general $28,949 · fundraising $15,165

  • 11g · Fees: other

    total $2,860,757 · program services $2,205,979 · management and general $604,946 · fundraising $49,832

  • 12 · Advertising and promotion

    total $3,455 · program services $512 · management and general $299 · fundraising $2,644

  • 13 · Office expenses

    total $740,528 · program services $397,535 · management and general $225,086 · fundraising $117,907

  • 14 · Information technology

    total $81,576 · program services $43,133 · management and general $25,228 · fundraising $13,215

  • 16 · Occupancy

    total $37,629 · program services $19,675 · management and general $11,782 · fundraising $6,172

  • 17 · Travel

    total $169,129 · program services $89,426 · management and general $52,304 · fundraising $27,399

  • 19 · Conferences, conventions and meetings

    total $30,512 · program services $16,133 · management and general $9,436 · fundraising $4,943

  • 23 · Insurance

    total $89,709 · program services $47,433 · management and general $27,743 · fundraising $14,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,771,768 · end of year $5,422,082

  • 2 · Savings and temporary cash investments

    beginning of year $34,076,398 · end of year $25,027,704

  • 3 · Pledges and grants receivable

    beginning of year $1,888,947 · end of year $4,267,225

  • 4 · Accounts receivable

    beginning of year $5,440 · end of year $5,420

  • 9 · Prepaid expenses and deferred charges

    beginning of year $390,298 · end of year $260,665

  • 15 · Other assets

    beginning of year $29,073 · end of year $2,898

  • 17 · Accounts payable and accrued expenses

    beginning of year $423,465 · end of year $689,317

  • 19 · Deferred revenue

    beginning of year $4,670,711 · end of year $971,233

  • 25 · Other liabilities

    beginning of year $26,644 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $31,485,863 · end of year $23,821,022

  • 28 · Net assets with donor restrictions

    beginning of year $8,555,241 · end of year $9,504,422

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $21,327,305 · Grants $14,304,207

As filed on the 2024 return.

Listed in Part VII

  • Jesus Gerena

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $320,289
    From this org
    $315,708
    From related orgs
    $0
    Other
    $4,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,708
    Bonus
    $0
    Other
    $0
    Deferred
    $4,581
    Nontaxable benefits
    $0
    Filer's total
    $320,289

  • Will Bailey

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Amina Fahmy Casewit

    BOARD CO-CHAIR

    Total calculated
    $0
    Hours/week
    0.75

  • Jesse Casso Jr

    BOARD TREASURER (THRU 12/24)

    Total calculated
    $0
    Hours/week
    1

  • Jay Chaudhary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.75

  • Jaime Gloshay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.75

  • Hassan Hassan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.75

  • Lofton Holder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melinda Marble Cantor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meridee Moore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.25

  • John Moyles

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.75

  • Paula Sneed

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Baakir Tyehimba

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.75

  • Elliot Ling

    CHIEF OPERATIONS OFFICER

    Total calculated
    $163,513
    From this org
    $142,533
    From related orgs
    $0
    Other
    $20,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,033
    Bonus
    $500
    Other
    $0
    Deferred
    $2,808
    Nontaxable benefits
    $18,172
    Filer's total
    $163,513

  • Jessica Zaprahayeu

    DIRECTOR OF PROJECTS

    Total calculated
    $159,399
    From this org
    $142,226
    From related orgs
    $0
    Other
    $17,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,226
    Bonus
    $1,000
    Other
    $0
    Deferred
    $2,995
    Nontaxable benefits
    $14,178
    Filer's total
    $159,399

  • Michelle Chao-Nguyen

    CHIEF PEOPLES OFFICER

    Total calculated
    $229,462
    From this org
    $211,385
    From related orgs
    $0
    Other
    $18,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,385
    Bonus
    $1,000
    Other
    $0
    Deferred
    $1,308
    Nontaxable benefits
    $16,769
    Filer's total
    $229,462

  • Rae Oglesby Thru 0924

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $162,686
    From this org
    $151,630
    From related orgs
    $0
    Other
    $11,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,630
    Bonus
    $0
    Other
    $0
    Deferred
    $3,035
    Nontaxable benefits
    $8,021
    Filer's total
    $162,686

  • Elizabeth Lindsey

    EVP - PARTNERSHIP & REVENUE

    Total calculated
    $236,846
    From this org
    $216,668
    From related orgs
    $0
    Other
    $20,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,668
    Bonus
    $1,000
    Other
    $0
    Deferred
    $4,453
    Nontaxable benefits
    $15,725
    Filer's total
    $236,846

  • Patricia Ahazie

    DIRECTOR OF FINANCE

    Total calculated
    $188,075
    From this org
    $170,496
    From related orgs
    $0
    Other
    $17,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,496
    Bonus
    $1,000
    Other
    $0
    Deferred
    $2,486
    Nontaxable benefits
    $15,093
    Filer's total
    $188,075

  • Ivanna Neri

    SR. DIRECTOR OF PARTNERSHIPS

    Total calculated
    $175,296
    From this org
    $161,354
    From related orgs
    $0
    Other
    $13,942
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,354
    Bonus
    $1,000
    Other
    $0
    Deferred
    $3,257
    Nontaxable benefits
    $10,685
    Filer's total
    $175,296

  • Christina Scott

    SR. DIRECTOR OF OPS & P&C

    Total calculated
    $190,129
    From this org
    $175,805
    From related orgs
    $0
    Other
    $14,324
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,805
    Bonus
    $1,000
    Other
    $0
    Deferred
    $3,538
    Nontaxable benefits
    $10,786
    Filer's total
    $190,129

  • Rachel Bernstein

    SR. DIRECTOR OF PRODUCT AND LEARNING

    Total calculated
    $177,045
    From this org
    $157,405
    From related orgs
    $0
    Other
    $19,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,405
    Bonus
    $1,000
    Other
    $0
    Deferred
    $3,423
    Nontaxable benefits
    $16,217
    Filer's total
    $177,045

  • Samantha Reimer

    SR. DIRECTOR OF NATIONAL PARTNERSHIP

    Total calculated
    $168,366
    From this org
    $157,668
    From related orgs
    $0
    Other
    $10,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,668
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,698
    Filer's total
    $168,366

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
22 July 2025
IRS schema version
2024v5.2
Source object
202512129349301026

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