2022-08-09T14:52:47-05:00 2021-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-01-01 020784790 FII - NATIONAL FII- 5104529341 663 13TH STREET 200 OAKLAND CA 94612 JESUS GERENA CEO 5104529341 2022-07-29 1 JESUS GERENA 999009999 KATY BROWN P00650274 9257902600 2022-07-29 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z UPTOGETHER JESUS GERENA 663 13TH STREET 200 OAKLAND CA 94612 76519936 0 X WWW.UPTOGETHER.ORG X 2006 CA UPTOGETHER TRUSTS AND INVESTS IN LOW-INCOME FAMILIES ACROSS THE NATION SO THEY CAN WORK INDIVIDUALLY AND COLLECTIVELY TO ACHIEVE PROSPERITY. 12 11 55 13 0 0 170407822 75684204 2027385 434337 87248 73970 240192 223628 172762647 76416139 130633544 35839849 0 0 4760423 5664245 0 0 714784 2248482 4127113 137642449 45631207 35120198 30784932 54146358 80240308 7127991 2437009 47018367 77803299 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 43174640 35839849 558597 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. 43174640 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 62 0 1 55 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 AZ CA CO FL IL MD MA MI MN MT NV NH NM NY NC OH OK OR PA TN TX VA X MICHELLE CHAO-NGUYEN 5104529341 663 13TH STREET 200 OAKLAND CA 94612 PAULA SNEED BOARD CHAIR 1.00 X X 0 0 0 AMINA FAHMY-CASEWIT VICE CHAIR 1.00 X X 0 0 0 JESSE CASSO JR TREASURER 1.00 X X 0 0 0 JESSICA MERSETH SECRETARY/DIRECTOR OF PROJECTS 40.00 X X 124674 0 11445 WILLIAM BAILEY BOARD MEMBER 1.00 X 0 0 0 EVAN FEINBERG BOARD MEMBER 1.00 X 0 0 0 JAIME GLOSHAY BOARD MEMBER 1.00 X 0 0 0 MELINDA MARBLE BOARD MEMBER 1.00 X 0 0 0 JOHN TONY MAYER BOARD MEMBER 1.00 X 0 0 0 STEPHEN SCHAIBLE BOARD MEMBER (LEFT 5/2021) 1.00 X 0 0 0 SANDRA SUSAN SMITH BOARD MEMBER (START 5/2021) 1.00 X 0 0 0 SAMEER SRIVASTAVA BOARD MEMBER 1.00 X 0 0 0 BAAKIR TYEHIMBA BOARD MEMBER 1.00 X 0 0 0 JESUS GERENA CEO 40.00 X 246686 0 24631 MICHELLE CHAO-NGUYEN VP OF FINANCE & HUMAN CAPITAL 40.00 X 184082 0 12908 DAVID HENDERSON CHIEF DATA OFFICER (THROUGH 12/2021) 40.00 X 195104 0 17801 RAE OGLESBY VP OF MEMBERSHIP & COMMUNICATIONS 40.00 X 166775 0 12273 PATRICIA AHAZIE DIRECTOR OF FINANCE 40.00 X 137690 0 20740 BRIAN STANLEY DIRECTOR OF ENGINEERING 40.00 X 135370 0 20081 KOFI KENYATTA PARTNERSHIP DIRECTOR 40.00 X 127012 0 10241 ASHLEY CONNORS SHERWIN FORMER VP OF EXTERNAL AFFAIRS 40.00 X 101579 0 4130 1418972 0 134250 20 1 1 0 ABLE LLC 41 UNION SQUARE WEST NEW YORK NY 10003 RESEARCH & DEVELOPMENT-SOFTWARE SERVICES 424278 PRESIDIO NETWORKED SOLUTIONS LLC 12100 SUNSET HILLS ROAD SUITE 300 RESTON VA 20190 RESEARCH & DEVELOPMENT-CLOUD SERVICES 402227 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 EVALUATION SERVICES 150000 RALLY 5670 WILSHIRE BLVD SUITE 82 LOS ANGELES CA 90036 COMMUNICATION SERVICES FOR RESEARCH 135000 O PRACTICE LLC 1100 LAKE ST SUITE 280D 703 OAK PARK IL 60301 EXECUTIVE COACHING 108500 6 3842382 8252865 63588957 100000 75684204 FEES FOR SERVICE 624100 434337 434337 434337 74696 74696 103071 103797 -726 -726 -726 FISCAL AGENT REVENUE 900099 124260 124260 OTHER INCOME 900099 99368 99368 223628 76416139 558597 0 173338 35839849 35839849 604426 387372 217054 4298222 3304028 689231 304963 48943 39689 7131 2123 353254 267443 60945 24866 359400 244654 77551 37195 13827 9412 2984 1431 63300 43090 13659 6551 2850320 2566780 275519 8021 14927 10161 3221 1545 129656 88262 27977 13417 32928 22415 7105 3408 23522 16012 5076 2434 194 132 42 20 96341 65582 20789 9970 DUES AND FEES 750304 508356 161141 80807 FISCAL AGENT PAYMENT 142338 142338 MEALS, EVENTS, ENTERTAI 9456 6437 2040 979 45631207 43174640 1741783 714784 42182562 28100163 2026773 45847512 9716113 5951028 10000 10000 208301 328918 2609 2687 54146358 80240308 295591 305842 6832400 2131167 7127991 2437009 X 15198879 55987081 31819488 21816218 47018367 77803299 54146358 80240308 30784932 0 X X 0 1 X 1 1 1 X 6848642 7052492 11167246 170407822 75684204 271160406 6848642 7052492 11167246 170407822 75684204 271160406 4463822 266696584 1032 3987 47002 89542 74696 216259 14766 25288 17985 119624 99368 277031 271653696 3874503 0.98180 0.96240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 76416139 0 76416139 0 76416139 45631207 0 45631207 0 45631207 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, 2021, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 GRANTS TO UPTOGETHER MEMBERS IN THE PROJECT 41269 35839849 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 1 0 0 0 0 0 0 1 0 JESUS GERENA CEO 244286 0 2400 0 0 0 4889 0 19742 0 271317 0 0 0 DAVID HENDERSON CHIEF DATA OFFICER (THROUGH 12/2021) 130069 0 0 0 65035 0 3985 0 13816 0 212905 0 0 0 MICHELLE CHAO-NGUYEN VP OF FINANCE & HUMAN CAPITAL 181682 0 2400 0 0 0 2004 0 10904 0 196990 0 0 0 RAE OGLESBY VP OF MEMBERSHIP & COMMUNICATIONS 164375 0 2400 0 0 0 3287 0 8986 0 179048 0 0 0 PATRICIA AHAZIE DIRECTOR OF FINANCE 135290 0 2400 0 0 0 1565 0 19175 0 158430 0 0 0 BRIAN STANLEY DIRECTOR OF ENGINEERING 132970 0 2400 0 0 0 2514 0 17567 0 155451 0 0 0 ASHLEY CONNORS SHERWIN FORMER VP OF EXTERNAL AFFAIRS 0 0 0 0 101579 0 0 0 4130 0 105709 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 4A CHIEF DATA OFFICER, DAVID HENDERSON, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $65,035. FORMER VP OF EXTERNAL AFFAIRS, ASHLEY CONNORS SHERWIN, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $101,579. PART I, LINE 7 DURING THE YEAR, BONUSES WERE PROVIDED TO VARIOUS EMPLOYEES. BONUS WAS DISCRETIONARY BASED ON TENURE AND MANAGER RECOMMENDATION. X 1 100000 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.