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Nonprofiteer
← FII - NATIONAL

Form 990 for tax year 2022

Filed by FII - NATIONAL.

Totals

Total revenue
$18,412,733
Total expenses
$42,063,585
Contributions and grants received
$18,216,844
Grants paid
$29,284,801
Program service revenue
$0
Investment income
$153,301
Other revenue
$42,588
Total assets, end of year
$56,476,949
Total liabilities, end of year
$4,737,639
Net assets or fund balances, end of year
$51,739,310
Program services expenses (Part IX)
$38,764,950
Management and general expenses
$2,011,072
Fundraising expenses
$1,287,563
Program service expenses (Part III)
$38,764,950

Program services were 92.2% 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.

  • 1a · Federated campaigns

    $378,300

  • 1e · Government grants (contributions)

    $5,082,846

  • 1f · All other contributions, gifts and grants

    $12,755,698

  • 1g · Noncash contributions included above

    $97,679

  • 3 · Investment income

    total $80,712 · excluded $80,712

  • 7a · Gross sales of assets other than inventory

    securities $87,050

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

    securities $14,461

  • 7c · Gain or loss

    securities $72,589

  • 7d · Net gain or loss

    total $72,589 · excluded $72,589

  • 11a · Other revenue: OTHER INCOME

    total $39,166 · excluded $39,166

  • 11b · Other revenue: FISCAL AGENT REVENUE

    total $3,422 · related or exempt $3,422

  • 11e · Other revenue, total

    $42,588

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $29,284,801 · program services $29,284,801

  • 5 · Compensation of officers, directors and key employees

    total $1,053,484 · program services $394,061 · management and general $433,833 · fundraising $225,590

  • 7 · Other salaries and wages

    total $5,555,511 · program services $4,164,190 · management and general $711,345 · fundraising $679,976

  • 8 · Pension plan contributions

    total $57,219 · program services $43,487 · management and general $7,190 · fundraising $6,542

  • 9 · Other employee benefits

    total $561,430 · program services $399,226 · management and general $78,001 · fundraising $84,203

  • 10 · Payroll taxes

    total $481,929 · program services $333,457 · management and general $82,039 · fundraising $66,433

  • 11b · Fees: legal

    total $12,817 · program services $8,868 · management and general $2,182 · fundraising $1,767

  • 11c · Fees: accounting

    total $82,771 · program services $57,271 · management and general $14,090 · fundraising $11,410

  • 11g · Fees: other

    total $3,394,666 · program services $2,955,122 · management and general $432,464 · fundraising $7,080

  • 12 · Advertising and promotion

    total $25,492 · program services $17,638 · management and general $4,340 · fundraising $3,514

  • 13 · Office expenses

    total $248,060 · program services $171,639 · management and general $42,227 · fundraising $34,194

  • 16 · Occupancy

    total $36,879 · program services $25,854 · management and general $6,092 · fundraising $4,933

  • 17 · Travel

    total $83,860 · program services $58,024 · management and general $14,276 · fundraising $11,560

  • 19 · Conferences, conventions and meetings

    total $717 · program services $496 · management and general $122 · fundraising $99

  • 23 · Insurance

    total $167,208 · program services $115,695 · management and general $28,464 · fundraising $23,049

  • 24a · Other expenses: DUES AND FEES

    total $878,529 · program services $606,365 · management and general $149,182 · fundraising $122,982

  • 24b · Other expenses: FISCAL AGENT PAYMENT

    total $107,519 · program services $107,519

  • 24c · Other expenses: MEALS, EVENTS, ENTERTAI

    total $30,693 · program services $21,237 · management and general $5,225 · fundraising $4,231

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $28,100,163 · end of year $15,457,143

  • 2 · Savings and temporary cash investments

    beginning of year $45,847,512 · end of year $33,636,877

  • 3 · Pledges and grants receivable

    beginning of year $5,951,028 · end of year $4,578,348

  • 4 · Accounts receivable

    beginning of year $10,000 · end of year $5,420

  • 9 · Prepaid expenses and deferred charges

    beginning of year $328,918 · end of year $2,735,581

  • 15 · Other assets

    beginning of year $2,687 · end of year $63,580

  • 17 · Accounts payable and accrued expenses

    beginning of year $305,842 · end of year $367,026

  • 19 · Deferred revenue

    beginning of year $2,131,167 · end of year $4,308,707

  • 25 · Other liabilities

    beginning of year $0 · end of year $61,906

  • 27 · Net assets without donor restrictions

    beginning of year $55,987,081 · end of year $36,195,238

  • 28 · Net assets with donor restrictions

    beginning of year $21,816,218 · end of year $15,544,072

Mission and programs · 2022

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 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 $38,764,950 · Grants $29,284,801 · Revenue $3,422

As filed on the 2022 return.

Listed in Part VII

  • Jesus Gerena

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $281,987
    From this org
    $277,475
    From related orgs
    $0
    Other
    $4,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,875
    Bonus
    $3,600
    Other
    $0
    Deferred
    $4,512
    Nontaxable benefits
    $0
    Filer's total
    $281,987

  • Paula Sneed

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Amina Fahmy-Casewit

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jesse Casso Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • William Bailey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Evan Feinberg

    BOARD MEMBER (LEFT 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Jaime Gloshay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melinda Marble

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Tony Mayer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sandra Susan Smith

    BOARD MEMBER (LEFT 05/22)

    Total calculated
    $0
    Hours/week
    1

  • Sameer Srivastava

    BOARD MEMBER (LEFT 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Baakir Tyehimba

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hasaan Hasaan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elliot Ling

    CHIEF OPERATIONS OFFICER

    Total calculated
    $218,029
    From this org
    $198,037
    From related orgs
    $0
    Other
    $19,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,037
    Bonus
    $3,000
    Other
    $0
    Deferred
    $4,131
    Nontaxable benefits
    $15,861
    Filer's total
    $218,029

  • Jessica Merseth

    DIR. OF PROJECTS, BOARD SECRETARY

    Total calculated
    $145,068
    From this org
    $132,764
    From related orgs
    $0
    Other
    $12,304
    Hours/week
    40

  • Michelle Chao-Nguyen

    CHIEF PEOPLES OFFICER

    Total calculated
    $210,564
    From this org
    $194,439
    From related orgs
    $0
    Other
    $16,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,839
    Bonus
    $3,600
    Other
    $0
    Deferred
    $1,307
    Nontaxable benefits
    $14,818
    Filer's total
    $210,564

  • Rae Oglesby

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $197,834
    From this org
    $184,925
    From related orgs
    $0
    Other
    $12,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,125
    Bonus
    $1,800
    Other
    $0
    Deferred
    $3,753
    Nontaxable benefits
    $9,156
    Filer's total
    $197,834

  • Beth Oppenheim

    VP, PARTNERSHIP & REVENUE

    Total calculated
    $152,910
    From this org
    $144,925
    From related orgs
    $0
    Other
    $7,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,925
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,985
    Filer's total
    $152,910

  • Patricia Ahazie

    DIRECTOR OF FINANCE

    Total calculated
    $169,712
    From this org
    $147,847
    From related orgs
    $0
    Other
    $21,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,247
    Bonus
    $3,600
    Other
    $0
    Deferred
    $3,066
    Nontaxable benefits
    $18,799
    Filer's total
    $169,712

  • Ivanna Neri

    SR. DIRECTOR OF PARTNERSHIPS

    Total calculated
    $148,311
    From this org
    $135,989
    From related orgs
    $0
    Other
    $12,322
    Hours/week
    40

  • Deni Chen

    DIRECTOR OF ANALYTICS

    Total calculated
    $149,616
    From this org
    $137,633
    From related orgs
    $0
    Other
    $11,983
    Hours/week
    40

  • Chinyelu Kenyatta

    SR. DIRECTOR OF POLICY AND PRACTICE

    Total calculated
    $147,934
    From this org
    $136,974
    From related orgs
    $0
    Other
    $10,960
    Hours/week
    40

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
DURING THE YEAR, BONUSES WERE PROVIDED TO VARIOUS EMPLOYEES. BONUS WAS DISCRETIONARY BASED ON TENURE AND MANAGER RECOMMENDATION.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202333129349305108

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