FII - NATIONAL (EIN 020784790) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JESUS GERENA

Phone

5104529341

Tax Period

2024-01-01 to 2024-12-31

FII - NATIONAL, founded in 2006, is a mid-sized nonprofit in the Human Services sector that reported $19.2M in total revenue in fiscal year 2024. Expenses of $26.3M exceeded revenue, resulting in a 37% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,978,304

Program Service Revenue $0

Investment Income $1,249,016

Other Revenue $2,523

TOTAL REVENUE $19,229,843

Expense Breakdown

Grants Paid $14,304,207

Salaries & Benefits $7,836,148

Fundraising Expenses $1,524,484

Program Expenses $21,327,305

Other Expenses $4,126,688

TOTAL EXPENSES $26,267,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,229,843	$18,317,169	+0.0%
Expenses	$26,267,043	$30,807,584	-0.1%
Net Income	$-7,037,200	$-12,490,415	-0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$643,201

Total Directors

$320,289

Key Employees

$628,994

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESUS GERENA	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$315,708	$4,581	$320,289
WILL BAILEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
AMINA FAHMY CASEWIT	BOARD CO-CHAIR	0.75	Officer Director	$0	$0	$0
JESSE CASSO JR	BOARD TREASURER (THRU 12/24)	1.00	Officer Director	$0	$0	$0
JAY CHAUDHARY	BOARD MEMBER	0.75	Director	$0	$0	$0
JAIME GLOSHAY	BOARD MEMBER	0.75	Director	$0	$0	$0
HASSAN HASSAN	BOARD MEMBER	0.75	Director	$0	$0	$0
LOFTON HOLDER	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA MARBLE CANTOR	BOARD MEMBER	1.00	Director	$0	$0	$0
MERIDEE MOORE	BOARD MEMBER	1.25	Director	$0	$0	$0
JOHN MOYLES	BOARD MEMBER	0.75	Director	$0	$0	$0
PAULA SNEED	BOARD MEMBER	1.00	Director	$0	$0	$0
BAAKIR TYEHIMBA	BOARD MEMBER	0.75	Director	$0	$0	$0
ELLIOT LING	CHIEF OPERATIONS OFFICER	40.00	Officer	$142,533	$20,980	$163,513
JESSICA ZAPRAHAYEU	DIRECTOR OF PROJECTS	40.00	Officer	$142,226	$17,173	$159,399
MICHELLE CHAO-NGUYEN	CHIEF PEOPLES OFFICER	40.00	Key Emp	$211,385	$18,077	$229,462
RAE OGLESBY THRU 0924	CHIEF COMMUNICATIONS OFFICER	40.00	Key Emp	$151,630	$11,056	$162,686
ELIZABETH LINDSEY	EVP - PARTNERSHIP & REVENUE	40.00	Key Emp	$216,668	$20,178	$236,846
PATRICIA AHAZIE	DIRECTOR OF FINANCE	40.00	Highest	$170,496	$17,579	$188,075
IVANNA NERI	SR. DIRECTOR OF PARTNERSHIPS	40.00	Highest	$161,354	$13,942	$175,296
CHRISTINA SCOTT	SR. DIRECTOR OF OPS & P&C	40.00	Highest	$175,805	$14,324	$190,129
RACHEL BERNSTEIN	SR. DIRECTOR OF PRODUCT AND LEARNING	40.00	Highest	$157,405	$19,640	$177,045
SAMANTHA REIMER	SR. DIRECTOR OF NATIONAL PARTNERSHIP	40.00	Highest	$157,668	$10,698	$168,366

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$19,229,843	$26,267,043	$34,985,994	$-7,037,200
2023	$18,317,169	$30,807,584	$45,161,924	$-12,490,415
2022	$18,412,733	$42,063,585	$56,476,949	$-23,650,852
2021	$76,416,139	$45,631,207	$80,240,308	$30,784,932
2020	$172,762,647	$137,642,449	$54,146,358	$35,120,198
2019	$11,419,149	$7,204,361	$14,392,023	$4,214,788
2018	$7,398,317	$7,009,198	$7,878,117	$389,119

FII - NATIONAL