2017-09-18T11:07:23-05:00 2016-12-31 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-01-01 020784790 FII - National FII- 5104529341 1201 Martin Luther King Way No 100 Oakland CA 94612 Jesus Gerena CEO 5104529341 2017-09-15 1 Katy Brown P00650274 9257902600 50.201.92.30 2017-09-15 16:29:04 PD P D2E9A08ABC6A8CB6798839688ABAD6C2C6C704AA 46224B3882C76CCD1FB823C5BC194BF18F7C02BD 2016 2021-01-29 14:40:06Z Family Independence Initiative Jesus Gerena 1201 Martin Luther King Way No 100 Oakland CA 94612 3832026 0 X www.fii.org X 2006 CA We trust and invest in low-income families across the nation so they can work individually and collectively to achieve prosperity.WE SEEK TO CATALYZE:-A MARKETPLACE OF OPPORTUNITY AND INVESTMENT FOR LOW-INCOME FAMILIES IN THE US.-A MOVEMENT THAT TRANSFORMS THE STEREOTYPES, PRACTICES, AND POLICIES THAT CURRENTLY UNDERMINE FAMILIES' EFFORTS TO GET AHEAD. 9 8 20 13 0 0 6278430 3531205 0 299008 565 1813 0 0 6278995 3832026 0 1688991 0 0 1904103 1970235 49413 130777 731416 2960348 1008616 4913864 4798619 1365131 -966593 6889629 6092116 93653 262733 6795976 5829383 We trust and invest in low-income families across the nation so they can work individually and collectively to achieve prosperity. 0 0 1243316 1688991 100000 FII National leads and supports the communication, fundraising efforts toward changing the negative stereotypes and direct investment in low income families for all the demonstration sites. 1275840 68663 The FII Boston demonstration site partners with families to collect data to highlight the initiative and activities families are taking to improve their lives as well as change their communities. 1052332 130345 The FII sites (S.F. Bay Area, New Orleans, Detroit, Albuquerque and Boston) partners with families to collect data to highlight the initiative and activities families are taking to improve their lives as well as change their communities. 3571488 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 649 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA MA NM MI LA X Michelle Chao 5104529341 1201 Martin Luther King Way No 100 Oakland CA 94612 John Tony Mayer Board Chair 1.00 X 0 0 0 Paula Sneed Board member 1.00 X 0 0 0 Diana Smith Board member 1.00 X 0 0 0 Clara Miller Board member 1.00 X 0 0 0 Jesse Casso Board member 1.00 X 0 0 0 Michele Jolin Board member 1.00 X 0 0 0 Melinda Marble Board member 1.00 X 0 0 0 Stephen Schaible Board member 1.00 X 0 0 0 Chris Herron Thru 7116 Board member 1.00 X 0 0 0 Mauricio Lim Miller President 40.00 X X 210000 0 7442 Jesus Gerena CEO 40.00 X 161131 0 12287 Jorge Blandon Vice President 40.00 X 155000 0 12395 Michelle Chao COO 40.00 X 131124 0 13238 Sharif Samer Masry CTO 40.00 X 162446 0 20453 David Henderson Chief Data Officer 40.00 X 135882 0 8731 955583 0 74546 6 0 1 0 The Raben Group 1341 G Street NW Floor 5 Washington DC 20005 Communications support 105000 1 3531205 174932 3531205 Fees for service 624100 299008 299008 299008 1149 1149 664 0 664 664 664 3832026 299008 0 1813 X 1688991 1688991 558256 343808 87899 126549 1088675 635058 193595 260022 27456 9336 9060 9060 180245 108159 36043 36043 115603 39305 38149 38149 1409 479 465 465 48732 27854 10439 10439 130777 130777 595816 595816 57020 19322 18885 18813 135906 46208 44849 44849 123427 41965 40731 40731 6151 2091 2030 2030 Other expense, Dues, Fe 40155 13096 13570 13489 4798619 3571488 495715 731416 1972750 1599236 4816333 4352001 83911 121628 5880 8649 10755 10602 6889629 6092116 33653 162733 60000 100000 93653 262733 X 2474764 -30837 4321212 5860220 6795976 5829383 6889629 6092116 -966593 0 X X 0 1 X 1 0 X 1743190 5166259 5979475 6125638 3531205 22545767 1743190 5166259 5979475 6125638 3531205 22545767 7812886 14732881 659 614 625 565 1149 3612 22549379 0.65340 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3832026 0 3832026 0 3832026 4798619 0 4798619 0 4798619 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, 2016, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X 1 Lisa Marie Rose 1047 Keith Ave Berkeley CA 94708 Consulting support around individual donors 0 130777 98443 32334 130777 98443 32334 CA MA NM MI LA 1 National Project - Stipends to family partners in the project. 9 24773 Boston Project - Stipends to family partners in the project. 310 773915 60000 FMV Computers Bay Area project - Stipends to family partners in the project. 138 320689 50000 FMV Computers New Orleans Project - Stipends to family partners in the project. 28 74772 Detroit Project - Stipends to family partners in the project. 65 175221 Albuqeurque Project - Stipends to family partners in the project. 77 194530 15091 FMV Computers Part I, Line 2: FII's grants to families are meant to be used at each family's discretion. FII receives receipts for some of the disbursements but does not monitor the use of grant funds. As part of our partnership with the families FII works with, FII trusts and invests in low income families to work individually and collectively toward prosperity. X X X 1 0 0 0 0 0 0 0 0 Mauricio Lim Miller President 210000 0 0 0 0 0 6650 0 792 0 217442 0 0 0 Jesus Gerena CEO 161131 0 0 0 0 0 0 0 12287 0 173418 0 0 0 Jorge Blandon Vice President 155000 0 0 0 0 0 6200 0 6195 0 167395 0 0 0 Sharif Samer Masry CTO 162446 0 0 0 0 0 9817 0 10636 0 182899 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 Alison Mundy, $26,042. Michael Blonsky, $25,833. X 22523 FMV X 1 152409 FMV 0 0 0 Part I, Column (b): The number in column (b) 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 THE EXECUTIVE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCEs COMPLIANCE OF CONFLICT OF INTEREST POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS 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 IX, line 11g Data system: Program service expenses 94,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 94,120. Communications: Program service expenses 144,999. Management and general expenses 0. Fundraising expenses 0. Total expenses 144,999. Policy/research: Program service expenses 1,418. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,418. Site Liaisons: Program service expenses 355,279. Management and general expenses 0. Fundraising expenses 0. Total expenses 355,279. Form 990, Part XII, line 2c The process has not changed from prior year.