FII - NATIONAL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FII - NATIONAL (EIN 02-0784790)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349305108
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T17:29:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020784790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FII - NATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FII- | BusinessNameControlTxt |
| Phone | 5104529341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 663 13TH STREET 200 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESUS GERENA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5104529341 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESUS | PersonFirstNm |
| Person Last | GERENA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPTOGETHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESUS GERENA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 663 13TH STREET 200 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,427,194 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPTOGETHER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UPTOGETHER TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,684,204 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,216,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $434,337 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $153,301 | CYInvestmentIncomeAmt |
| PY Other Revenue | $223,628 | PYOtherRevenueAmt |
| CY Other Revenue | $42,588 | CYOtherRevenueAmt |
| PY Total Revenue | $76,416,139 | PYTotalRevenueAmt |
| CY Total Revenue | $18,412,733 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,839,849 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,284,801 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,664,245 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,709,573 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,287,563 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,127,113 | PYOtherExpensesAmt |
| CY Other Expenses | $5,069,211 | CYOtherExpensesAmt |
| PY Total Expenses | $45,631,207 | PYTotalExpensesAmt |
| CY Total Expenses | $42,063,585 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,784,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,650,852 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,240,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,476,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,437,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,737,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,803,299 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,739,310 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,764,950 | ExpenseAmt |
| Grant | $29,284,801 | GrantAmt |
| Revenue | $3,422 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $38,764,950 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOT LING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5104529341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 663 13TH STREET 200 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JESUS GERENA | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $277,475 | $0 | $4,512 | ||
| PAULA SNEED | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMINA FAHMY-CASEWIT | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JESSE CASSO JR | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BAILEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVAN FEINBERG | ||||||||
| BOARD MEMBER (LEFT 12/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAIME GLOSHAY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA MARBLE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN TONY MAYER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA SUSAN SMITH | ||||||||
| BOARD MEMBER (LEFT 05/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMEER SRIVASTAVA | ||||||||
| BOARD MEMBER (LEFT 12/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BAAKIR TYEHIMBA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HASAAN HASAAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOT LING | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $198,037 | $0 | $19,992 | |||
| JESSICA MERSETH | ||||||||
| DIR. OF PROJECTS, BOARD SECRETARY | 40.00 | Yes (X) | $132,764 | $0 | $12,304 | |||
| MICHELLE CHAO-NGUYEN | ||||||||
| CHIEF PEOPLES OFFICER | 40.00 | $194,439 | $0 | $16,125 | Yes (X) | |||
| RAE OGLESBY | ||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $184,925 | $0 | $12,909 | Yes (X) | |||
| BETH OPPENHEIM | ||||||||
| VP, PARTNERSHIP & REVENUE | 40.00 | $144,925 | $0 | $7,985 | Yes (X) | |||
| PATRICIA AHAZIE | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $147,847 | $0 | $21,865 | Yes (X) | |||
| IVANNA NERI | ||||||||
| SR. DIRECTOR OF PARTNERSHIPS | 40.00 | $135,989 | $0 | $12,322 | Yes (X) | |||
| DENI CHEN | ||||||||
| DIRECTOR OF ANALYTICS | 40.00 | $137,633 | $0 | $11,983 | Yes (X) | |||
| CHINYELU KENYATTA | ||||||||
| SR. DIRECTOR OF POLICY AND PRACTICE | 40.00 | $136,974 | $0 | $10,960 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,691,008 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,957 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABLE LLC | |||||
| 41 UNION SQUARE WEST | NEW YORK | NY | 10013 | RESEARCH&DEV-SOFTWARE PRODUCT DEVELOPMEN | $1,008,000 |
| PRESIDIO NETWORK SOLUTIONS LLC | |||||
| 12100 SUNSET HILLS ROAD SUITE 300 | RESTON | VA | 20190 | RESEARCH&DEV - CLOUD SERVICES | $899,813 |
| THE BRIDGESPAN GROUP | |||||
| 2 COPLEY PLACE | BOSTON | MA | 02116 | CONSULTING SERVICES-5YEAR STRATEGIC PLAN | $434,000 |
| WE ARE RALLY INC | |||||
| 5670 WILSHIRE BLVD SUITE 82 | LOS ANGELES | CA | 90036 | COMMUNICATION SERVICE RELATED TO RESEARC | $278,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $378,300 | FederatedCampaignsAmt |
| Government Grants | $5,082,846 | GovernmentGrantsAmt |
| All Other Contributions | $12,755,698 | AllOtherContributionsAmt |
| Noncash Contributions | $97,679 | NoncashContributionsAmt |
| Total Contributions | $18,216,844 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,712 | TotalRevenueColumnAmt |
| Exclusion | $80,712 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,050 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,461 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,589 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,589 | TotalRevenueColumnAmt |
| Exclusion | $72,589 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $39,166 | $39,166 | |
| FISCAL AGENT REVENUE | 900099 | $3,422 | $3,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,588 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,412,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,467 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,284,801 | TotalAmt |
| Program Services | $29,284,801 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,484 | TotalAmt |
| Program Services | $394,061 | ProgramServicesAmt |
| Management And General | $433,833 | ManagementAndGeneralAmt |
| Fundraising | $225,590 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,555,511 | TotalAmt |
| Program Services | $4,164,190 | ProgramServicesAmt |
| Management And General | $711,345 | ManagementAndGeneralAmt |
| Fundraising | $679,976 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,219 | TotalAmt |
| Program Services | $43,487 | ProgramServicesAmt |
| Management And General | $7,190 | ManagementAndGeneralAmt |
| Fundraising | $6,542 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,430 | TotalAmt |
| Program Services | $399,226 | ProgramServicesAmt |
| Management And General | $78,001 | ManagementAndGeneralAmt |
| Fundraising | $84,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,929 | TotalAmt |
| Program Services | $333,457 | ProgramServicesAmt |
| Management And General | $82,039 | ManagementAndGeneralAmt |
| Fundraising | $66,433 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,817 | TotalAmt |
| Program Services | $8,868 | ProgramServicesAmt |
| Management And General | $2,182 | ManagementAndGeneralAmt |
| Fundraising | $1,767 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,771 | TotalAmt |
| Program Services | $57,271 | ProgramServicesAmt |
| Management And General | $14,090 | ManagementAndGeneralAmt |
| Fundraising | $11,410 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,394,666 | TotalAmt |
| Program Services | $2,955,122 | ProgramServicesAmt |
| Management And General | $432,464 | ManagementAndGeneralAmt |
| Fundraising | $7,080 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,492 | TotalAmt |
| Program Services | $17,638 | ProgramServicesAmt |
| Management And General | $4,340 | ManagementAndGeneralAmt |
| Fundraising | $3,514 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,060 | TotalAmt |
| Program Services | $171,639 | ProgramServicesAmt |
| Management And General | $42,227 | ManagementAndGeneralAmt |
| Fundraising | $34,194 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,879 | TotalAmt |
| Program Services | $25,854 | ProgramServicesAmt |
| Management And General | $6,092 | ManagementAndGeneralAmt |
| Fundraising | $4,933 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,860 | TotalAmt |
| Program Services | $58,024 | ProgramServicesAmt |
| Management And General | $14,276 | ManagementAndGeneralAmt |
| Fundraising | $11,560 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717 | TotalAmt |
| Program Services | $496 | ProgramServicesAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,208 | TotalAmt |
| Program Services | $115,695 | ProgramServicesAmt |
| Management And General | $28,464 | ManagementAndGeneralAmt |
| Fundraising | $23,049 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND FEES | $878,529 | $606,365 | $149,182 | $122,982 |
| FISCAL AGENT PAYMENT | $107,519 | $107,519 | ||
| MEALS, EVENTS, ENTERTAI | $30,693 | $21,237 | $5,225 | $4,231 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,063,585 | TotalAmt |
| Program Services | $38,764,950 | ProgramServicesAmt |
| Management And General | $2,011,072 | ManagementAndGeneralAmt |
| Fundraising | $1,287,563 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,100,163 | BOYAmt |
| EOY | $15,457,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,847,512 | BOYAmt |
| EOY | $33,636,877 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,951,028 | BOYAmt |
| EOY | $4,578,348 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $5,420 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,918 | BOYAmt |
| EOY | $2,735,581 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,687 | BOYAmt |
| EOY | $63,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,240,308 | BOYAmt |
| EOY | $56,476,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,842 | BOYAmt |
| EOY | $367,026 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,131,167 | BOYAmt |
| EOY | $4,308,707 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $61,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,009 | BOYAmt |
| EOY | $4,737,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,987,081 | BOYAmt |
| EOY | $36,195,238 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,816,218 | BOYAmt |
| EOY | $15,544,072 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,803,299 | BOYAmt |
| EOY | $51,739,310 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,240,308 | BOYAmt |
| EOY | $56,476,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$23,650,852 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$63,690 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,349,447 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,052,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,167,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,407,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,684,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,867,397 | CurrentTaxYearAmt |
| Total | $280,179,161 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,052,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,167,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,407,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,684,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,867,397 | CurrentTaxYearAmt |
| Total | $280,179,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,261,664 | SubstantialContributorsTotAmt |
| Public Support Total170 | $275,917,497 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,712 | CurrentTaxYearAmt |
| Total | $295,939 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,166 | CurrentTaxYearAmt |
| Total | $301,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $280,776,531 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,216,065 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $61,906 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,906 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,393,596 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$63,690 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $394,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $330,310 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,063,286 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,349,447 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,349,447 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,412,733 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,457,585 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $394,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $394,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,063,585 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,063,585 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2022, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REFUNDS OF CONTRIBUTIONS 2,349,447. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS TO UPTOGETHER MEMBERS IN THE PROJECT | GrantTypeTxt |
| Recipient | 12557 | RecipientCnt |
| Cash Grant | $29,284,801 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESUS GERENA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $273,875 | $0 | $3,600 | $0 | $0 | $0 | $4,512 | $0 | $0 | $0 | $281,987 | $0 | $0 | $0 |
| ELLIOT LING | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $195,037 | $0 | $3,000 | $0 | $0 | $0 | $4,131 | $0 | $15,861 | $0 | $218,029 | $0 | $0 | $0 |
| MICHELLE CHAO-NGUYEN | ||||||||||||||
| CHIEF PEOPLES OFFICER | $190,839 | $0 | $3,600 | $0 | $0 | $0 | $1,307 | $0 | $14,818 | $0 | $210,564 | $0 | $0 | $0 |
| RAE OGLESBY | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $183,125 | $0 | $1,800 | $0 | $0 | $0 | $3,753 | $0 | $9,156 | $0 | $197,834 | $0 | $0 | $0 |
| PATRICIA AHAZIE | ||||||||||||||
| DIRECTOR OF FINANCE | $144,247 | $0 | $3,600 | $0 | $0 | $0 | $3,066 | $0 | $18,799 | $0 | $169,712 | $0 | $0 | $0 |
| BETH OPPENHEIM | ||||||||||||||
| VP, PARTNERSHIP & REVENUE | $144,925 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,985 | $0 | $152,910 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,679 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 9: | REFUNDS OF CONTRIBUTIONS -2,349,447. |
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