Nonprofit · EIN 02-0784790
FII - NATIONAL
Tax-exempt · CONCORD, CA 94520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $13,605,233 | $21,589,362 | -$7,984,129 | $26,870,878 | $1,448,124 | $25,422,754 |
| December 31, 2024 | 990 | $19,229,843 | $26,267,043 | -$7,037,200 | $34,985,994 | $1,660,550 | $33,325,444 |
| December 31, 2023 | 990 | $18,317,169 | $30,807,584 | -$12,490,415 | $45,161,924 | $5,120,820 | $40,041,104 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,703,061
- of which government grants
- $5,843,514
- Program service revenue
- $0
- Investment income
- $901,433
- Net gain from sales of assets
- $898,571
- Other revenue
- $739
Expenses
- Grants and similar amounts paid
- $12,231,673
- Compensation of officers, directors and key employees
- $1,072,552
- Other salaries and wages
- $5,304,772
- Salaries, compensation and benefits (total)
- $7,546,363
- Professional fundraising fees
- $0
- Legal fees
- $98,664
- Accounting fees
- $112,144
- Occupancy
- $34,174
- Travel
- $90,615
- Program services (functional)
- $18,281,910
- Management and general (functional)
- $2,216,791
- Fundraising (functional)
- $1,090,661
Balance sheet and other
- Total assets, start of year
- $34,985,994
- Total assets, end of year
- $26,870,878
- Total liabilities, end of year
- $1,448,124
- Net assets, end of year
- $25,422,754
- Net assets without donor restrictions
- $17,068,209
- Net assets with donor restrictions
- $8,354,545
- Gross receipts
- $92,260,662
- Employees
- 54
- Volunteers
- 11
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESUS GERENA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $316,200 | $13,168 |
| CHRISTINA SCOTT | SR. DIRECTOR OF OPS & P&C Key employee | 40 | $190,337 | $26,657 |
| MICHELLE CHAO-NGUYEN | CHIEF PEOPLE OFFICER Highest-paid employee | 40 | $183,777 | $24,147 |
| WANDY PEGUERO | SR. DIR. OF FUND DELIVERY & MBR SUP Highest-paid employee | 40 | $148,748 | $45,883 |
| RACHEL BERNSTEIN | SR. DIRECTOR OF PRODUCT AND LEARNING Highest-paid employee | 40 | $150,227 | $39,577 |
| CESAR ALEMAN JUAREZ | EVP - MEMBERSHIP & IMPACT Key employee | 40 | $182,083 | $1,821 |
| IVANNA NERI | SR. DIRECTOR OF PARTNERSHIPS Highest-paid employee | 40 | $161,050 | $15,295 |
| JESSICA ZAPRAHAYEU | DIRECTOR OF PROJECTS Officer | 40 | $148,246 | $21,530 |
| SAMANTHA REIMER | SR. DIR. OF NATL P'SHIPS Highest-paid employee | 40 | $156,850 | $11,118 |
| JELANI WATKINS | EVP - OPS & FINANCE Officer | 40 | $151,545 | $15,965 |
| BAAKIR TYEHIMBA | BOARD MEMBER Trustee or director | 0.75 | $5,000 | $0 |
| AMINA FAHMY CASEWIT | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| HASSAN HASSAN | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| JAIME GLOSHAY | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| JAY CHAUDHARY | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MOYLES | BOARD MEMBER Trustee or director | 0.75 | $0 |
| LOFTON HOLDER | VICE CHAIR & TREASURER Trustee or director, Officer | 1 | $0 |
| MELINDA MARBLE CANTOR | BOARD MEMBER Trustee or director | 1 | $0 |
| MERIDEE MOORE | BOARD MEMBER Trustee or director | 1.25 | $0 |
| PAULA SNEED | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM BAILEY | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESUS GERENA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $315,708 | $4,581 |
| ELIZABETH LINDSEY | EVP - PARTNERSHIP & REVENUE Key employee | 40 | $216,668 | $20,178 |
| MICHELLE CHAO-NGUYEN | CHIEF PEOPLES OFFICER Key employee | 40 | $211,385 | $18,077 |
| CHRISTINA SCOTT | SR. DIRECTOR OF OPS & P&C Highest-paid employee | 40 | $175,805 | $14,324 |
| PATRICIA AHAZIE | DIRECTOR OF FINANCE Highest-paid employee | 40 | $170,496 | $17,579 |
| RACHEL BERNSTEIN | SR. DIRECTOR OF PRODUCT AND LEARNING Highest-paid employee | 40 | $157,405 | $19,640 |
| IVANNA NERI | SR. DIRECTOR OF PARTNERSHIPS Highest-paid employee | 40 | $161,354 | $13,942 |
| SAMANTHA REIMER | SR. DIRECTOR OF NATIONAL PARTNERSHIP Highest-paid employee | 40 | $157,668 | $10,698 |
| ELLIOT LING | CHIEF OPERATIONS OFFICER Officer | 40 | $142,533 | $20,980 |
| RAE OGLESBY THRU 0924 | CHIEF COMMUNICATIONS OFFICER Key employee | 40 | $151,630 | $11,056 |
| JESSICA ZAPRAHAYEU | DIRECTOR OF PROJECTS Officer | 40 | $142,226 | $17,173 |
| WILL BAILEY | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMINA FAHMY CASEWIT | BOARD CO-CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| JESSE CASSO JR | BOARD TREASURER (THRU 12/24) Trustee or director, Officer | 1 | $0 | $0 |
| JAY CHAUDHARY | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| JAIME GLOSHAY | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| HASSAN HASSAN | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| LOFTON HOLDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELINDA MARBLE CANTOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MERIDEE MOORE | BOARD MEMBER Trustee or director | 1.25 | $0 | $0 |
| JOHN MOYLES | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| PAULA SNEED | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BAAKIR TYEHIMBA | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESUS GERENA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $303,250 | $4,125 |
| ELLIOT LING | CHIEF OPERATIONS OFFICER Officer | 40 | $203,435 | $20,121 |
| MICHELLE CHAO-NGUYEN | CHIEF PEOPLES OFFICER Key employee | 40 | $201,600 | $16,204 |
| RAE OGLESBY | CHIEF COMMUNICATIONS OFFICER Key employee | 40 | $201,386 | $13,654 |
| ANN KOVALCHICK | CHIEF DATA AND LEARNING OFFICER Key employee | 40 | $201,696 | $8,989 |
| PATRICIA AHAZIE | DIRECTOR OF FINANCE Highest-paid employee | 40 | $154,534 | $21,452 |
| IVANNA NERI | SR. DIRECTOR OF PARTNERSHIPS Highest-paid employee | 40 | $149,939 | $12,664 |
| CHINYELU KENYATTA | SR. DIRECTOR OF POLICY AND PRACTICE Highest-paid employee | 40 | $148,798 | $11,131 |
| RACHEL BERNSTEIN | SR. DIRECTOR OF PRODUCT AND LEARNING Highest-paid employee | 40 | $141,031 | $18,292 |
| SAMANTHA REIMER | SR. DIRECTOR OF NATIONAL PARTNERSHIPS Highest-paid employee | 40 | $149,519 | $9,694 |
| JESSICA MERSETH | DIRECTOR OF PROJECTS Officer | 40 | $136,510 | $12,327 |
| PAULA SNEED | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMINA FAHMY-CASEWIT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSE CASSO JR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM BAILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAIME GLOSHAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HASAAN HASAAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LOFTON HOLDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELINDA MARBLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN TONY MAYER | BOARD MEMBER (LEFT 12/23) Trustee or director | 1 | $0 | $0 |
| JOHN MOYLES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BAAKIR TYEHIMBA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20141 EAST STREET 1149, CONCORD, CA 94520-0000
- Principal officer (990 for 2025)
- JESUS GERENA, 20141 EAST STREET 1149, CONCORD, CA 94520
- Signed the 990
- JESUS GERENA, CEO
- Phone
- (510) 452-9341
- Website
- WWW.UPTOGETHER.ORG
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 02-0784790 or by the name FII - NATIONAL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $18,281,910 · grants $12,231,673 · revenue $739
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0784790
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $26,870,878
- Income (IRS master file)
- $92,260,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $13,605,233 | $21,589,362 | $26,870,878 | XML |
| 990 | December 2024 | $19,229,843 | $26,267,043 | $34,985,994 | XML |
| 990 | December 2023 | $18,317,169 | $30,807,584 | $45,161,924 | XML |
| 990 | December 2022 | $18,412,733 | $42,063,585 | $56,476,949 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0784790).
Questions about FII - NATIONAL
- What is the EIN of FII - NATIONAL?
- The employer identification number (EIN) of FII - NATIONAL is 02-0784790.
- Is FII - NATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to FII - NATIONAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FII - NATIONAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FII - NATIONAL due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FII - NATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FII - NATIONAL?
- The 990 for the year ended December 31, 2025 names JESUS GERENA.
- Who are the officers and directors of FII - NATIONAL?
- The 990 for the year ended December 31, 2025 lists 21 people; 11 received compensation from the organization, the highest $316,200 (JESUS GERENA, CHIEF EXECUTIVE OFFICER).
- How much revenue does FII - NATIONAL have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $13,605,233, expenses of $21,589,362 and total assets of $26,870,878 at year end.
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