FII - National

Public charity · Grantmaker Concord, CA EIN: 02-0784790

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.

FII - National at a glance

Total assets
$26,870,878
-23.2% vs 2024
Revenue (2025)
$13,605,233
-29.2% vs 2024
Net investment income (2025)
$901,433
-27.8% vs 2024
Expenses (2025)
$21,589,362
-17.8% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who FII - National funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Cities

Somerville

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K0 grants2020 0 grants2021 0 grants2022 0 grants2023 1 grant2024 0 grants2025

In 2024 it made 1 grant totaling $100K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Giving Credit Somerville, MAGiving Credit Fiscal Sponsorship$100,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$26,870,878$13,605,233$21,589,362——$901,433
2024$34,985,994$19,229,843$26,267,043$100,0001$1,249,016
2023$45,161,924$18,317,169$30,807,584——$693,937
2022$56,476,949$18,412,733$42,063,585——$153,301
2021$80,240,308$76,416,139$45,631,207——$73,970
2020$54,146,358$172,762,647$137,642,449——$87,248

About FII - National

Based on IRS filings

FII - National is a public charity focused on Human Services, based in Concord, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $26.9M in total assets. Net investment income was $901K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

FII - National is led by Jesus Gerena, Chief Executive Officer since 2022 (on filings since 2020); 11 of 21 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Jesus Gerena

    Chief Executive Officer

    CEO → Chief Executive Officer, 2022

    On filings since 2020

    40 hrs/week

    $252K (2020) → $316K (2025)

  • William Bailey

    Board Chair

    Board Member → Board Chair, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ivanna Neri

    Senior Director of Partnerships

    On filings since 2022

    40 hrs/week

    $136K (2022) → $161K (2025)

  • Rachel Bernstein

    Senior Director of Product & Learning

    On filings since 2023

    40 hrs/week

    $141K (2023) → $150K (2025)

  • Samantha Reimer

    Senior Director of Natl P'ships

    Senior Director of National Partnerships → Senior Director of National Partnership, 2024

    Senior Director of National Partnership → Senior Director of Natl P'ships, 2025

    On filings since 2023

    40 hrs/week

    $150K (2023) → $157K (2025)

  • Christina Scott

    Senior Director of Ops, P & C

    On filings since 2024

    40 hrs/week

    $176K (2024) → $190K (2025)

  • Jessica Zaprahayeu

    Director of Projects

    On filings since 2024

    40 hrs/week

    $142K (2024) → $148K (2025)

  • Wandy Peguero

    Senior Director of Fund Delivery & Member Sup

    New on the 2025 filing

    40 hrs/week

    $149K (2025)

  • Baakir Tyehimba

    Board Member

    On filings since 2020

    0.8 hrs/week

    $5K (2025)

  • Michelle Chao-Nguyen

    Chief People Officer

    Vice President of Finance & Human Capital → Chief Peoples Officer, 2022

    Chief Peoples Officer → Chief People Officer, 2025

    On filings since 2020

    40 hrs/week

    $179K (2020) → $184K (2025)

  • Cesar Aleman Juarez

    Executive Vice President - Membership & Impact

    New on the 2025 filing

    40 hrs/week

    $182K (2025)

  • Jelani Watkins

    Executive Vice President - Ops & Finance

    New on the 2025 filing

    40 hrs/week

    $152K (2025)

  • Paula Sneed

    Board Member

    Board Chair → Board Member, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jaime Gloshay

    Board Member

    On filings since 2021

    0.8 hrs/week

    No compensation reported

  • John Moyles

    Board Member

    On filings since 2023

    0.8 hrs/week

    No compensation reported

  • Lofton Holder

    Vice Chair & Treasurer

    Board Member → Vice Chair & Treasurer, 2025

    On filings since 2023

    1 hr/week

    No compensation reported

  • Amina Fahmy Casewit

    Board Member

    Board Co-Chair → Board Member, 2025

    On filings since 2024

    0.8 hrs/week

    No compensation reported

  • Hassan Hassan

    Board Member

    On filings since 2024

    0.8 hrs/week

    No compensation reported

  • Jay Chaudhary

    Board Member

    On filings since 2024

    0.8 hrs/week

    No compensation reported

  • Melinda Marble Cantor

    Board Member

    On filings since 2024

    1 hr/week

    No compensation reported

  • Meridee Moore

    Board Member

    On filings since 2024

    1.3 hrs/week

    No compensation reported

Former officers (25)
  • Former: Jesse Casso Jr. (2020–2024) — Board Treasurer
  • Former: Patricia Ahazie (2020–2024) — Director of Finance
  • Former: Rae Oglesby (2020–2024) — Chief Communications Officer · Filing note: Thru 9/2024
  • Former: Elliot Ling (2022–2024) — Chief Operations Officer
  • Former: Elizabeth Lindsey (2024) — Executive Vice President - Partnership & Revenue
  • Former: Will Bailey (2024) — Board Chair
  • Former: John Tony Mayer (2020–2023) — Board Member
  • Former: Melinda Marble (2020–2023) — Board Member
  • Former: Amina Fahmy-Casewit (2021–2023) — Vice Chair
  • Former: Jessica Merseth (2021–2023) — Director of Projects
  • Former: Chinyelu Kenyatta (2022–2023) — Senior Director of Policy & Practice
  • Former: Hasaan Hasaan (2022–2023) — Board Member
  • Former: Ann Kovalchick (2023) — Chief Data & Learning Officer
  • Former: Evan Feinberg (2020–2022) — Board Member
  • Former: Sameer Srivastava (2020–2022) — Board Member
  • Former: Sandra Susan Smith (2021–2022) — Board Member
  • Former: Beth Oppenheim (2022) — Vice President, Partnership & Revenue
  • Former: Deni Chen (2022) — Director of Analytics
  • Former: Ashley Connors Sherwin (2020–2021) — Former Vice President of External Affairs
  • Former: Brian Stanley (2020–2021) — Director of Engineering
  • Former: David Henderson (2020–2021) — Chief Data Officer
  • Former: Stephen P. Schaible (2020–2021) — Board Member
  • Former: Kofi Kenyatta (2021) — Partnership Director
  • Former: Amina Fahmy (2020) — Board Member
  • Former: Jorge Blandon (2020) — Executive Vice President - to June

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Jesus Gerena — Chief Executive Officer: $316KJesus GerenaChief Executive Officer$316KChristina Scott — Sr. Director of Ops & P&C: $190KChristina ScottSr. Director of Ops & P&C$190KMichelle Chao-Nguyen — Chief People Officer: $184KMichelle Chao-NguyenChief People Officer$184KCesar Aleman Juarez — EVP - Membership & Impact: $182KCesar Aleman JuarezEVP - Membership & Impact$182KIvanna Neri — Sr. Director of Partnerships: $161KIvanna NeriSr. Director of Partnerships$161KSamantha Reimer — Sr. DIR. of Natl P'ships: $157KSamantha ReimerSr. DIR. of Natl P'ships$157KJelani Watkins — EVP - Ops & Finance: $152KJelani WatkinsEVP - Ops & Finance$152KRachel Bernstein — Sr. Director of Product and Learning: $150KRachel BernsteinSr. Director of Product and…$150KWandy Peguero — Sr. DIR. of Fund Delivery & MBR Sup: $149KWandy PegueroSr. DIR. of Fund Delivery & MBR…$149KJessica Zaprahayeu — Director of Projects: $148KJessica ZaprahayeuDirector of Projects$148KBaakir Tyehimba — Board Member: $5KBaakir TyehimbaBoard Member$5K

The highest reported compensation on the 2025 filing was $316K, to Jesus Gerena (Chief Executive Officer). 11 officers or directors reported compensation on that filing.

Frequently asked questions about FII - National

How large is FII - National?

FII - National reported $26.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $13.6M.

What is FII - National?

FII - National is a public charity focused on Human Services, based in Concord, CA. It holds $26.9M in total assets as of 2025.

Where does FII - National operate?

FII - National has awarded grants in Massachusetts.

What is FII - National's EIN?

FII - National's EIN (Employer Identification Number) is 02-0784790. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2024 (received by the IRS July 31, 2025)
  2. Added Form 990 for fiscal year 2025 (received by the IRS August 3, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from FII - National's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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