Fii - National
81% goes to programs $8 to raise $100 Strong reserves Declining revenue
Fii - National is a 501(c)(3) organization based in Concord, California, registered in 2006, with $19,229,843 in FY2024 revenue. CharityIndex grades it C+, and it directs about 81% of spending to programs.
2041 East Street Ste 1149, Concord, CA, 94520 EIN 02-0784790 Since 2006
Revenue (FY2024)
$19.2M
▲ 5.0% vs prior year
Human Services median: $293K
Expenses (FY2024)
$26.3M
Net assets
$33.3M
Employees
61
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →AProgram efficiency40% of the rating81% to programs · $8 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Fii - National: 81% to programs · $8 to raise $100 earns a A on this criterion. See the exact thresholds →
DFinancial health25% of the rating15 mo reserves · -37% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Fii - National: 15 mo reserves · -37% margin earns a D on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Fii - National: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Fii - National: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
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.
What they do
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.
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.
Contact & location
- Address
- 2041 East Street Ste 1149, Concord, CA, 94520
- City
- Concord
- State
- California
- Category
- Human Services
- Subcategory
- Human Service Organizations
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $5.2M (FY2013) to $19.2M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.7MNet assets $33.3M
Operating margin
-36.6%
Spent more than it raised in the latest fiscal year.
Total assets
$35.0M
Total liabilities
$1.7M
Net assets
$33.3M
Salaries & benefits
$7.8M
30% of expenses
Board members
12
11 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $19,229,843▲5.0% | $26,267,043▼14.7% | $33,325,444▼16.8% | $34,985,994▼22.5% | 990 |
| 2023 | $18,317,169▼0.5% | $30,807,584▼26.8% | $40,041,104▼22.6% | $45,161,924▼20.0% | 990 |
| 2022 | $18,412,733▼75.9% | $42,063,585▼7.8% | $51,739,310▼33.5% | $56,476,949▼29.6% | 990 |
| 2021 | $76,416,139▼55.8% | $45,631,207▼66.8% | $77,803,299▲65.5% | $80,240,308▲48.2% | 990 |
| 2020 | $172,762,647▲1413% | $137,642,449▲1811% | $47,018,367▲295% | $54,146,358▲276% | 990 |
| 2019 | $11,419,149▲54.3% | $7,204,361▲2.8% | $11,898,169▲54.9% | $14,392,023▲82.7% | 990 |
| 2018 | $7,398,317▼1.6% | $7,009,198▲15.7% | $7,683,381▲5.3% | $7,878,117▲5.9% | 990 |
| 2017 | $7,521,269▲96.3% | $6,056,390▲26.2% | $7,294,262▲25.1% | $7,438,251▲22.1% | 990 |
| 2016 | $3,832,026▼39.0% | $4,798,619▼2.3% | $5,829,383▼14.2% | $6,092,116▼11.6% | 990 |
| 2015 | $6,278,995▲2.7% | $4,913,864▲4.3% | $6,795,976▲25.1% | $6,889,630▲24.8% | 990 |
| 2014 | $6,113,360▲18.3% | $4,710,037▲48.5% | $5,430,845▲34.8% | $5,519,380▲32.8% | 990 |
| 2013 | $5,166,873 | $3,172,727 | $4,027,522 | $4,155,824 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Jesus Gerena — $315,708 (1.20% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Jesus Gerena | Chief Executive Officer | 40 | $315,708 |
| Elizabeth Lindsey | Evp - Partnership & Revenue | 40 | $216,668 |
| Michelle Chao-nguyen | Chief Peoples Officer | 40 | $211,385 |
| Christina Scott | Sr. Director of Ops & P&C | 40 | $175,805 |
| Patricia Ahazie | Director of Finance | 40 | $170,496 |
| Ivanna Neri | Sr. Director of Partnerships | 40 | $161,354 |
| Samantha Reimer | Sr. Director of National Partnership | 40 | $157,668 |
| Rachel Bernstein | Sr. Director of Product and Learning | 40 | $157,405 |
| Rae Oglesby Thru 0924 | Chief Communications Officer | 40 | $151,630 |
| Elliot Ling | Chief Operations Officer | 40 | $142,533 |
| Jessica Zaprahayeu | Director of Projects | 40 | $142,226 |
| Amina Fahmy Casewit | Board Co-chair | 0.75 | — |
| Baakir Tyehimba | Board Member | 0.75 | — |
| Hassan Hassan | Board Member | 0.75 | — |
| Jaime Gloshay | Board Member | 0.75 | — |
| Jay Chaudhary | Board Member | 0.75 | — |
| Jesse Casso Jr | Board Treasurer (thru 12/24) | 1 | — |
| John Moyles | Board Member | 0.75 | — |
| Lofton Holder | Board Member | 1 | — |
| Melinda Marble Cantor | Board Member | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Able LLC | Software Development & Design | $1,165,440 |
| Guidepoint Security LLC | Consulting | $179,875 |
| Amazon Web Services | Cloud Services | $169,323 |
| Hr Redefined LLC | Consulting | $166,500 |
| University of Florida | Storytelling | $115,740 |
Grants received · $171.4M total
186 grants to Fii - National totaling $171.4M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| St Davids Foundation | Health access grant | 2024 | $1,117,800 |
| George Kaiser Family Foundation | Uptogether tulsa | 2024 | $300,000 |
| Greater Hartford Gives Foundation | Community and economic development | 2024 | $288,830 |
| United Way of Metropolitan Dallas Inc | Program ops cost | 2024 | $60,000 |
| New Venture Fund | Arts, culture, and humanities | 2024 | $25,000 |
| The Pittsburgh Foundation | Family services | 2024 | $6,945 |
| San Francisco Foundation | To support the hope sf guaranteed income / community investments pilot. | 2023 | $1,500,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $226,900 |
| Greater Cincinnati Foundation | Programatic support | 2023 | $187,500 |
| United Way of Metropolitan Dallas Inc | Program ops cost | 2023 | $120,000 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $100,000 |
| Boston Foundation Inc | Operating support/annual fund | 2023 | $95,000 |
| Greater Hartford Gives Foundation | Community and economic development | 2023 | $70,927 |
| Donor Advised Charitable Giving | Human services | 2023 | $58,000 |
| The Dallas Foundation | General support | 2023 | $50,000 |
Grants made · $100K in FY2024
1 grant totaling $100K in FY2024. All grants made by Fii - National →
| Recipient | Purpose | Amount |
|---|---|---|
| Community Finance Inc | Giving credit fiscal sponsorship | $100,000 |
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Frequently asked questions
- Is Fii - National a legitimate nonprofit?
- Yes. Fii - National is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 02-0784790, based in Concord, California. Donations are tax-deductible.
- What is Fii - National's EIN?
- Fii - National's Employer Identification Number (EIN) is 02-0784790.
- How much revenue does Fii - National report?
- Fii - National reported $19,229,843 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Fii - National's spending goes to programs?
- Fii - National spends about 81% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Fii - National have?
- CharityIndex grades Fii - National C+, based on program efficiency and fundraising cost.
- How much does Fii - National's highest-paid employee make?
- The highest reported compensation on Fii - National's latest Form 990 is $315,708, paid to Jesus Gerena (Chief Executive Officer).
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Data for Fii - National (EIN 02-0784790) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.