GOLD2023

UpTogether

Trusting and Investing in Families

aka UpTogether   |   Oakland, CA   |  www.uptogether.org

Mission

We invest in people in historically undervalued communities and amplify their true lived experiences, working together to influence policies and rally for systems change.

Notes from the nonprofit

From our founding in 2001 as Family Independence Initiative, changing systems has always been a focus of ours. However, we prioritized investing cash in people and families and learning how they work together in community to support each other. After speaking with our members, partners, staff and board members, we recognized that to have the largest impact, we need to prioritize our systems change work, and made this shift in January 2023. Our systems change strategy is threefold. In collaboration with our members, partners, community organizations and other supporters, we: - Invest in families and individuals with limited incomes by providing them with cash they can use however they wish, no strings attached - Amplify stories to change the narrative and tell the true lived experiences of people facing financial hardship and financially under-resourced communities - Rally for state and local policies and practices that support and accelerate socioeconomic mobility

Ruling year info

2006

CEO

Jesús Gerena

Main address

Attention: Finance Team PO Box 71363

Oakland, CA 94612 USA

Show more contact info

EIN

02-0784790

NTEE code info

Family Services (P40)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2020.
Register now

Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Poverty is a policy choice. In the U.S., $400 Billion is spent annually to address poverty, yet there continue to be broadly held stereotypes that people and families experience poverty due to their own failings. This misguided belief animates how the general public typically perceives such people, and in turn shapes the policies and practices of our major institutions who treat these individuals and families with distrust and disrespect. Individuals and families experiencing poverty, who are disproportionately people of color, must navigate systems and structures that are designed for their disadvantage; all while US society typically places the blame of poverty on the individuals experiencing it. It tries to reform “them,” not itself. UpTogether rejects these false and deficit-oriented narratives about people experiencing poverty and instead recognizes the initiative, ingenuity, resilience, and capacity of everyday people to improve their lives and their communities.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

UpTogether Community

UUpTogether is a national organization with a bold goal. We aim to change policies, systems, and underlying beliefs so that all people in the United States are seen and invested in for their strengths and are able to build power, reinforce their autonomy, and drive their own economic and social mobility.

We do this by investing in people in historically undervalued communities and by amplifying their true lived experiences, working together to influence policies and rallying for systems change.

We recognize and honor the initiatives, abilities and self-determination of people experiencing financial hardship and we focus on their strengths and not their deficits.

Our focus on people’s strengths guides our strength-based approach to socioeconomic mobility: community, capital, and choice.

Population(s) Served
Economically disadvantaged people
Families

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

% Increase in monthly income

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: 22% increase in monthly income

% decrease in subsidies such as TANF and SNAP

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Decreasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: 55% decrease in subsidies such as TANF and SNAP.

% increase in monthly business income

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement, families report: 58% increase in monthly business income (from $190 to $301) with 63% of new family-owned business activity since participating.

% of families report their students have excellent, good or improved grades

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: 88% of families report their students have excellent, good, or improved grades.

Rate of student attendance during the reporting period

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: 94% of families report their students have excellent, good, or improved attendance

Increase in total family liabilities

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: total family liabilities increase from $14,189 to $37,234 primarily due to an increase in home, auto, and student loans.

Increase in monthly savings account balance

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: increase in their monthly savings accounts from $214 to $1,325.

Increase in families total liquid assets

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: increase their total liquid assets from less than $561 to $3,152.

Average savings through newly established Retriement Investment Accounts

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

On average, during 2 years of engagement with UpTogether, families report: saving an average of $1,099 through newly established Retirement Investment Accounts.

Return on Investment

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Over the two years enrolled in UpTogether, the average direct investment is $2400. Using this investment, families grow their yearly income by $7,226 (3.0x) and their assets by $4,379 (1.8x).

Value of Social Capital exchanged between families.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Economically disadvantaged people

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

UpTogether families have exchanged an estimated $10,886,866 in social capital through activities like watching each other’s children, cooking for one another, lending money, etc.

Number of people within the organization's service area accessing cash transfers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, Immigrants, Undocumented immigrants, Victims of disaster, Unemployed people

Related Program

UpTogether Community

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Number of people across all 50 states, D.C., and Puerto Rico who accessed a cash transfer from UpTOgether in 2020

Total amount of cash transfers made in dollars

This metric is no longer tracked.
Totals By Year
Population(s) Served

Working poor, Low-income people, Homeless people, Extremely poor people, Victims of disaster

Related Program

UpTogether Community

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Amount of cash paid out to families in 2020, largely through our COVID-19 relief funds.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

UpTogether is a national organization with a bold goal. We aim to change policies, systems, and underlying beliefs so that all people in the United States are seen and invested in for their strengths and are able to build power, reinforce their autonomy, and drive their own economic and social mobility.

We do this by investing in people in historically undervalued communities and by amplifying their true lived experiences, working together to influence policies and rallying for systems change.

We recognize and honor the initiatives, abilities and self-determination of people experiencing financial hardship and we focus on their strengths and not their deficits.

Our focus on people’s strengths guides our strength-based approach to socioeconomic mobility: community, capital, and choice.

From our founding in 2001 as Family Independence Initiative, changing systems has always been a focus of ours. However, we prioritized investing cash in people and families and learning how they work together in community to support each other.

After speaking with our members, partners, staff and board members, we recognized that to have the largest impact, we need to prioritize our systems change work, and made this shift in January 2023.
Our systems change strategy is threefold. In collaboration with our members, partners, community organizations and other supporters, we:

- Invest in families and individuals with limited incomes by providing them with cash they can use however they wish, no strings attached
- Amplify stories to change the narrative and tell the true lived experiences of people facing financial hardship and financially under-resourced communities
- Rally for state and local policies and practices that support and accelerate socioeconomic mobility

Our members are the center of UpTogether and are viewed as the fountain of innovation, wisdom, and leadership. UpTogether members, and prospective members, with whom we partner are resilient, strong and talented. They want more for themselves and their families and are working hard to achieve it, despite systems often working against them. Too often, they are perceived as vulnerable and weak, when in fact, they are highly creative and resourceful. They have clear financial, career and family goals, and are working toward them.

Inspired by UpTogether’s members, our executive leadership team consists of a small group of individuals who bring passion, creativity, and ingenuity to the work every day. Our work is deeply personal and we share a collective compass for social justice.

UpTogether is led by CEO Jesús Gerena and an executive team composed of Chief Operating Officer Elliot Ling, Chief People Officer, Michelle Chao-Nguyen, Chief Communications Officer, Rae Oglesby, and Chief Data & Learning Officer, Ann Kovalchick. This executive team is supported by staff who oversee day-to-day site operations, finances, communications, fundraising, technology, member support, and data analytics.

UpTogether is a national nonprofit that aims to change policies, systems, and underlying beliefs so that all people in the United States are seen and invested in for their strengths and are able to build power, reinforce their autonomy, and drive their own economic and social mobility. UpTogether was founded as Family Independence Initiative (FII) in Oakland, California in 2001 after our founder saw firsthand the faults of the United States social services system. He was frustrated watching the same families cycle in and out of social service agencies, while the financial resources designed to support them did nothing to build their economic or social mobility.

As the son of a hardworking single mother who immigrated to the U.S. from Mexico, he saw that his mother, a talented dressmaker who worked hard to “make it” in the U.S., wanted more access and opportunity for him and his sister. He was certain there was a better way to invest in people’s initiative than what his mother had experienced. He also knew firsthand the harmful stereotypes and belief systems that perpetuated biased practices and policies, undermining the pride of those being “helped” and their chances for success.
Our founder believed if families had access to resources and community support, they would decide for themselves how to implement them—as his mother had—and they could move up, together, out of poverty. He founded FII based on this philosophy.

When the COVID-19 pandemic hit and devastated communities across the country, we shifted our model to meet the heightened needs of our members. Throughout the height of the pandemic we expanded our partnerships with philanthropy and government to distribute over $130 Million to over 200,000 individuals and families experiencing financial hardship as a result of the crisis.

After more than 20 years since our founding, our commitment to community and to disrupting the norms of a harmful, white-dominant philanthropic system remains at the forefront. But how we operate has changed. Our engagement with individuals and families is now primarily — but not exclusively — online through our social media-like site, the UpTogether Community. In addition, we have renewed our focus on our bold goal of systems change — influencing policies and underlying beliefs — so all people in the United States are seen and invested in for their strengths and are able to build power, reinforce their autonomy, and drive their own economic and social mobility.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

UpTogether
lock

Unlock financial insights by subscribing to our monthly plan.

Subscribe

Unlock nonprofit financial insights that will help you make more informed decisions. Try our monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights?
Learn more about GuideStar Pro.

Operations

The people, governance practices, and partners that make the organization tick.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

UpTogether

Board of directors
as of 06/21/2023
SOURCE: Self-reported by organization
Board chair

Paula Sneed

Paula Sneed

Chairperson/CEO of Phelps Prescott Group, LLC .

Melinda Marble

Former Interim Executive Director, The Barr Foundation

Jesse Casso

Managing Partner, Casmar Capital Partners, LLC.

Amina Fahmy

Partner, New Profit, Inc.

Baakir Tyehimba

Jaime Gloshay

Will Bailey

John Moyles

Hassan Hassan

Tony Mayer

Jesús Gerena

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/13/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Male, Not transgender

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 03/13/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.