Fii - National

Nonprofit profile at a glance

EIN
020784790
IRS 990 coverage
2013–2025
Forms available
Form 990 2025
Location
Concord, CA, USA
Phone
5104529341
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$13,605,233
Expenses
$21,589,362
Assets
$26,870,878
Liabilities
$1,448,124

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • JESUS GERENA (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • JESUS GERENA (CHIEF EXECUTIVE OFFICER): $329,368 total reported compensation
  • CHRISTINA SCOTT (SR. DIRECTOR OF OPS & P&C): $216,994 total reported compensation
  • MICHELLE CHAO-NGUYEN (CHIEF PEOPLE OFFICER): $207,924 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 67% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 87
  • Accountability: 91
  • Sustainability: 23
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 84.7%; rating input score 85
  • Fundraising efficiency: $11.65 raised per $1 spent on fundraising; rating input score 38; 38th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 20th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -58.7%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 1.24; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 9.3%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: 13.2% per year; rating input score 100; 77th percentile among comparable filings
  • Revenue growth: 10% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 15.9% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 84.7% of spending went to programs
  • Governance: 11 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $18.3M in reported program spending
  • Leadership: top reported pay $329K · 21 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $135K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 38/100.
  • High — Sustainability: Operating margin scored 1/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 28/100.