Datasets

Assets

Assets

Name	Description	Private	Transformed	Type
user_id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
start_date	Assets start date for this individual	False	False	Date
end_date	Assets end date for this user.	False	False	Date
amount	Assets amount	False	False	Numeric
reason_for_change	Reason for the change in this Assets entry for this individual	False	False	Text
code	Assets type, like assets_savings or assets_bank_account	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Choice and Control

Household identifiers

Name	Description	Private	Transformed	Type
family_code	Alphanumeric household identifier	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric
be_creatime	Date the survey was taken	False	False	Date

Locus of Control

Name	Description	Private	Transformed	Type
gm_ability_to_get_ahead	Your ability to get ahead is something that you can't change very much.	False	False	Categorical
gm_try_new_things	You can try new things, but you can't really change your ability to get ahead	False	False	Categorical
gm_no_matter_where	No matter where you are in life, you can always figure out ways to get ahead.	False	False	Categorical
gm_can_always_change	You can always substantially change your ability to get ahead	False	False	Categorical

Statements

Name	Description	Private	Transformed	Type
sd_i_choose	"I always feel like I choose the things I do." or "I sometimes feel that it's not really me choosing the things I do."	False	False	Categorical
sd_i_have_to	"I choose to do what I have to do." or "I do what I have to do but I don't feel like it is really my choice."	False	False	Categorical
sd_interests_me	"I do what I do because it interests me." or "I do what I do because I have to."	False	False	Categorical
sd_free_to_do	"I am free to do whatever I decide to do." or "What I do is often not what I'd choose to do."	False	False	Categorical
sd_pretty_free	"I feel pretty free to do whatever I choose to." or "I often do things that I don't choose to do."	False	False	Categorical

How true are the following statements for you?

Name	Description	Private	Transformed	Type
fbe_develop_plans	I develop plans to achieve my goals.	False	False	Categorical
fbe_role_models	I have role models in the community who have achieved their goals.	False	False	Categorical
fbe_feel_stuck	I feel stuck in my current situation	False	False	Categorical
fbe_lot_of_people	I have a lot of people I can count on.	False	False	Categorical
fbe_accessto_resources	I have access to the resources I need to get ahead	False	False	Categorical
fbe_business_loan	I know where to go to get a business loan.	False	False	Categorical
fbe_take_risks	I take risks by trying new things.	False	False	Categorical
fbe_job_resources	I know resources to access to look for a job	False	False	Categorical
fbe_get_training	I know where to go to get more education and training.	False	False	Categorical
fbe_broad_set	I have a broad set of choices I can make about how to improve my family's well-being.	False	False	Categorical

How likely is it that you would do the following?

Name	Description	Private	Transformed	Type
fbe_save_money	Save money towards a specific goal.	False	False	Categorical
fbe_lead_a_group	Lead a group of your neighbors in an effort to get a neighborhood problem fixed.	False	False	Categorical
fbe_apply_for_loan	Apply for a loan to start or expand a small business.	False	False	Categorical
fbe_training_program	Attend a training program after work hours in order to receive a promotion.	False	False	Categorical
fbe_ask_role_model	Ask a role model how they achieved their goals.	False	False	Categorical
join_lending_circle	Join a lending circle with other friends and community members.	False	False	Categorical
fbe_learn_a_skill	Seek out new opportunities to learn a skill that will help you get ahead.	False	False	Categorical
fbe_improve_credit	Take steps to improve your credit score.	False	False	Categorical

Access to Information

Name	Description	Private	Transformed	Type
support_loan_info	You are seeking information about getting a loan to buy a house.	False	False	Categorical
support_lawyer_recommend	You need a recommendation for a lawyer	False	False	Categorical
support_best_schools	You want to know the best school for your child(ren)	False	False	Categorical
support_access_overall	When you were thinking about the previous list of questions, approximately how many people came to mind overall?	False	False	Categorical

Opportunities and Contributions

Name	Description	Private	Transformed	Type
support_borrow_money	You need to borrow $5,000 to take advantage of a business opportunity	False	False	Categorical
support_recruit_volunteers	You need to recruit volunteers to help at a community event.	False	False	Categorical
support_best_scholarships	You need a scholarship to pay for further school or training.	False	False	Categorical
support_opportunity_overall	When you were thinking about the previous list of questions, approximately how many people came to mind overall?	False	False	Categorical

Family Support

Name	Description	Private	Transformed	Type
support_moral_support	You need a trusted friend to confide in or provide moral support.	False	False	Categorical
support_home_help	You need a helping hand with big chores or projects at home.	False	False	Categorical
support_child_care	You need someone to take care of your children when you have an appointment.	False	False	Categorical
support_family_overall	When you were thinking about the previous list of questions, approximately how many people came to mind overall?	False	False	Categorical

Emergency Support

Name	Description	Private	Transformed	Type
support_pay_bills	You need $100 to pay bills.	False	False	Categorical
support_ride_to_work	Your transportation failed and you need a ride to work.	False	False	Categorical
support_place_to_stay	Your house burned down and you need a place to stay.	False	False	Categorical
support_emergency_overall	When you were thinking about the previous list of questions, approximately how many people came to mind overall?	False	False	Categorical

How true are the following statements for you and your family?

Name	Description	Private	Transformed	Type
community_feel_connected	I feel strongly connected to my local community.	False	False	Categorical
community_trust_neighbors	I trust my neighbors.	False	False	Categorical
community_victim	I have been a victim of crime in the last 12 months.	False	False	Categorical
community_unlocked	I am comfortable leaving my car and house unlocked in my community.	False	False	Categorical
community_socialize	I socialize with my neighbors.	False	False	Categorical
community_advice	If I need help or advice, I can ask the people in my community for it.	False	False	Categorical
community_healthy	My community is healthy and strong.	False	False	Categorical
sc_many_jobs	There are many jobs and businesses where I live.	False	False	Not yet documented
community_econ_resources	If I need economic resources, like a job, or a loan, or a bank account, I can fid them in my local community.	False	False	Categorical
community_projects	I work on community projects together with my neighbors.	False	False	Categorical
community_good_things	There are a lot of good thigns going on for the families in my community.	False	False	Categorical
community_participate	I participate actively in my community.	False	False	Categorical
community_participate_more	I would like to participate more in my community, but I don't know how.	False	False	Categorical
health_happy	I am happy with my health and the health of my family.	False	False	Categorical
health_access	If I or any member of my household gets sick, I have access to a doctor.	False	False	Categorical
healthcare_quality	We are happy with the quality of care our doctor or hospital provides.	False	False	Categorical
health_stress	We experience very little stress during the course of the week.	False	False	Categorical

Education

Household and individual identifiers

Name	Description	Private	Transformed	Type
family_member_id	Unique individual identifier	False	False	Numeric
family_code	Unique alphanumeric household identifier	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Dates and time

Name	Description	Private	Transformed	Type
journal_date	Date this journal was submitted	False	False	Date

Grades and attendance

Name	Description	Private	Transformed	Type
participant_performance_coded	Grades rating on a scale of 1-4, with 1 being poor and 4 being excellent	False	False	Numeric
participant_performance_reason	Explanation for why grades improved, stayed the same, or got worse	False	False	Text
participant_attendance_coded	Attendance rating on a scale of 1-4, with 1 being poor and 4 being excellent	False	False	Numeric
participant_attendance_reason	Explanation for why attendance improved, stayed the same, or got worse	False	False	Text

Families

Household and group identifiers

Name	Description	Private	Transformed	Type
family_code	Unique alphanmeric family identifier	False	False	Text
uptogether_user_id	UpTogether user ID for the user this family is associated with (one per family)	False	False	Numeric
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric
group_code	Alphanumeric group identifier. FII households are grouped into cohorts of about 8 households each.	False	False	Text
family_name	Head of household's last name	True	False	Text
email	email address for one contact in the household	True	False	Text
phone1	Phone number	True	False	Text
relationship_manager	Liaison assigned to this family	True	False	Text
is_active	Whether the family is active or not, determined by submitting journals or logging into UpTogether in the last three months.	False	False	Boolean
score	Current initiative score used for fund distribution	False	False	Numeric
score_calculated_for_build	Calculated initiative score from the latest build	False	False	Numeric

Household composition

Name	Description	Private	Transformed	Type
number_of_members	Number of members in the household	False	True	Numeric
age_max	Age of oldest member in the household	False	True	Numeric
age_mean	Average age of household members	False	True	Numeric
age_median	Median age of household members	False	True	Numeric
age_min	Age of youngest household member	False	True	Numeric
percent_child	Percent of household members under the age of 18	False	True	Numeric
percent_female	Percent of household members that are female	False	True	Numeric

Organization affiliation

Name	Description	Private	Transformed	Type
partner_organization	Name of the organization a household is affiliated with. Options include FII or any of FII's nonprofit partners.	False	False	Not yet documented

Geographic identifiers

Name	Description	Private	Transformed	Type
service_location	Service location the household lives in. This is generally a city, althouh may not be the exact city a household lives in. For example, a household's service location might be a major city that describes an area, even though the family might live in a near by suburb.	False	False	Text
state	State the household lives in	False	False	Text
zip_code	Zipcode the household lives in	False	False	Text
address	Household address	True	False	Text
city	City the family lives in. Note that the city variable is collected via UpTogether, not InvestCloud. For families without a city set in UpTogether we use the service_location.	False	False	Text
latitude	Latitude	True	False	Numeric
longitude	Longitude	True	False	Numeric
fips_block	US Census block ID	False	False	Numeric
fips_county	FIPS county ID	False	False	Numeric
fips_state	FIPS state ID	False	False	Numeric

Language spoken in the home

Name	Description	Private	Transformed	Type
language	Primary language spoken in the home	False	False	Text

Family Member

Individual identifiers

Name	Description	Private	Transformed	Type
family_member_id	Unique alphanumeric individual identifier	False	False	Text
family_code	Alphanumeric family identifier	False	False	Text
first_name	First name	True	False	Text
middle_name	Middle name	True	False	Text
last_name	Last name	True	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Demographics

Name	Description	Private	Transformed	Type
birthday	Date of birth	False	False	Date
age	Calculated age based on the individual's birthdate and the date the dataset was built	False	True	Text
ethnicity	Ethnicity the individual identifies as	False	False	Categorical
gender	Gender the individual identifies as	False	False	Text
is_female	Does the individual identify as female	False	True	Boolean
education_level	Highest level of education earned	False	False	Categorical
school_name	Name of the school the member attends	True	False	Text
health_insurance	Health insurance provider	False	False	Categorical

Stories

Identifiers

Name	Description	Private	Transformed	Type
family_code	Unique alphanmeric family identifier	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Story

Name	Description	Private	Transformed	Type
story_date	Date the story was entered	False	False	Date
story	Story text	False	False	Text
keywords	Keyword tags for this story	False	False	Text

Goal updates

Goal update

Name	Description	Private	Transformed	Type
id	Goal update ID	False	False	Numeric
goal_id	Goal ID this update is related to	False	False	Numeric
content	Goal update textual content	False	False	Text
percent_complete	Percent 0-100 indicating goal completion level at the time of the udpate.	False	False	Numeric
is_complete	Whether the goal is completed or not	False	False	Boolean
created_at	Date the goal update was created	False	False	Date
updated_at	Date the goal update was last updated	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text

Goals

Identifiers

Name	Description	Private	Transformed	Type
family_code	Unique alphanmeric family identifier	False	False	Not yet documented
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Dates, time, and completion status

Name	Description	Private	Transformed	Type
journal_date	Monthly journal date the goal corresponds to	False	False	Date
started_at	Date the goal was started	False	False	Date
completed_at	Date the goal was completed, null if not completed	False	False	Date
is_complete	Whether the goal was completed	False	False	Boolean
days_to_complete	Number of days it took to complete the goal	False	True	Numeric

Content

Name	Description	Private	Transformed	Type
title	Goal description	True	False	Text
financial_goal	Financial goal	False	True	Boolean
health_goal	Health goal	False	True	Boolean
education_goal	Education goal	False	True	Boolean
family_goal	Family goal	False	True	Boolean

Health

Identifiers

Name	Description	Private	Transformed	Type
id	Health row number ID	False	False	Numeric
family_member_id	Unique family member ID	False	False	Numeric
family_code	Unique alphanmeric family identifier	False	False	Not yet documented
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Doctor visit information

Name	Description	Private	Transformed	Type
journal_date	Monthly journal date the goal corresponds to	False	False	Date
facility_name	Name of the facility the individual attended	False	False	Text
visit_reason	Reason for the visit	False	False	Text
payment_method	How the individual paid for the visit	False	False	Categorical
care_score	How the individual rates the care they recieved (1 to 5)	False	False	Numeric
score_reason	Explanation for the care_score given	False	False	Text

Household Journal

Household identifiers

Name	Description	Private	Transformed	Type
family_code	FII assigned household indicator	False	False	Text
partner_organization	Name of the organization a household is affiliated with. Options include FII or any of FII's nonprofit partners.	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Date and time

Name	Description	Private	Transformed	Type
journal_date	Date the monthly journal was submitted.	False	False	Date
month_in_fii	Relative month in FII this journal was submitted in. For example, the first month a household reports in month one, etc.	False	True	Numeric
months_in_between	The number of months since the last journal entry. This metric is useful for when households skip journal dates.	False	True	Numeric
join_date	The date of the first journal entry for this household.	False	False	Not yet documented
is_first_journal	Documents if this entry is the first journal entry or not	False	True	Boolean

Audit status

Name	Description	Private	Transformed	Type
submission_state	Submission state, one of audited, submitted, closed.	False	False	Text
is_audited	Indicates if an audit occured or not	False	True	Boolean
audited_at	Date of the journal audit	False	False	Date
audited_by	FII staff member ID of the auditor	False	False	Date

Location and geography

Name	Description	Private	Transformed	Type
service_location	Service location the household lives in. This is generally a city, althouh may not be the exact city a household lives in. For example, a household's service location might be a major city that describes an area, even though the family might live in a near by suburb.	False	False	Text

Total income

Name	Description	Private	Transformed	Type
total_income	Sum of all monthly income except for EITC	False	True	Numeric
total_income_per_capita	Total income divided by household size	False	True	Numeric
total_income_with_eitc	Sum of all monthly income including EITC	False	True	Numeric
percent_poverty	Percent of poverty line calculated by extrapolating monthly income over a year and adjusted for household size.	False	True	Numeric
percent_area_median_income	Percent of the median area income the family lives in.	False	True	Numeric
is_lmi	Whether the household is low or moderate income using a threshold of 140% of the area median income.	False	True	Boolean

Employment and business

Name	Description	Private	Transformed	Type
total_work_income	Sum of employment, business, and other work income	False	True	Numeric
total_work_income_per_capita	Total work income divided by household size	False	True	Numeric
employment_income	Earned income through employment	False	False	Numeric
employment_income_change	Reason for change in employment income	False	False	Text
employment_income_change_reason_other	Other reason for change in employment income	False	False	Text
employment_income_per_capita	Employment income divided by household size	False	True	Numeric
business_income	Income from business	False	False	Numeric
business_income_change_reason	Reason for change in business income	False	False	Text
business_income_per_capita	Business income divided by household size	False	True	Numeric
rental_income	Amount earned through rental income	False	False	Numeric
rental_income_amount_change_reason	Reason for rental income change	False	False	Numeric
other_work_income_change	Reason for change in other work income	False	False	Text
other_work_income_change_other	Other reason for change in work income	False	False	Text
other_work_income_per_capita	Other work income divided by household size	False	True	Numeric
other_work_income	Other work income	False	False	Numeric

Subsidies income

Name	Description	Private	Transformed	Type
has_subsidies	Whether this household has subsidies	False	True	Boolean
unemployment_income	Unemployment income	False	False	Numeric
unemployment_income_per_capita	Unemployment income divided by the number of people in the household	False	True	Numeric
tanf_income	TANF income	False	False	Numeric
tanf_income_per_capita	TANF income percapita	False	True	Numeric
unemployment_income_change_reason	Reason for change in unemployment income	False	False	Text
total_subsidies	Sum of subsidies (TANF, Food Stamps, etc)	False	False	Numeric
total_subsidies_plus_housing	Total subsidies plus value of housing subsidy	False	False	Numeric
food_stamp_income	Food Stamp or SNAP income	False	False	Numeric
food_stamp_income_change_reason	Reason for change in SNAP/Food Stamp income	False	False	Text
scholarship_cash	Cash from an educational scholarship	False	True	Numeric
scholarship_cash_change_reason	Reason for change in cash from an educational scholarship	False	False	Text

Entitlement income

Name	Description	Private	Transformed	Type
total_entitlement_income	Sum of entitlement income	False	False	Numeric
total_entitlement_income_per_capita	Total entitlement income divided by household size	False	True	Numeric
workers_comp_income	Workers compensation income	False	False	Numeric
has_entitlement_income	Whether this individual has entitlement income	False	True	Boolean
ssdi_income	Disability income	False	False	Numeric
ssdi_income_change_reason	Reason for change in disability income	False	False	Text
ssi_income	SSI income	False	False	Numeric
ssi_income_per_capita	SSI income divided by number of people in the household	False	True	Numeric
ssi_income_change_reason	Reason for change in SSI income	False	False	Text
retirement_income	Retirement income	False	False	Numeric
retirement_income_change_reason	Reason for change in retirement income	False	False	Text
child_support_income	Child support income	False	False	Numeric
child_support_income_change_reason	Reason child support income changed	False	False	Text
child_support_income_per_capita	Child support income divided by household size	False	True	Numeric
eitc_change_reason	EITC Change reason	False	False	Text
eitc	Earned Income Tax Credit income	False	False	Numeric
scholarship_cash	Scholarship money for educational expenses	False	False	Numeric

Assets and savings

Name	Description	Private	Transformed	Type
assets_balance	Sum of all assets	False	True	Numeric
assets_savings	Total savings	False	False	Numeric
assets_bank_account	Asset bank account	False	False	Numeric
assets_cash_on_hand	Cash on hand	False	False	Numeric
assets_personal_loan	Loan this household has provided to someone else	False	False	Numeric
assets_ria	Retirement account	False	False	Numeric
assets_checking	Checking balance	False	False	Numeric
lending_circle	Have you participated in any pooling of money? Ex. Lending circles, savings clubs, friendly loan funds?	False	False	Boolean
assets_other	Other assets	False	False	Numeric

Debts and liabilities

Name	Description	Private	Transformed	Type
liabilities_balance	Sum of all liabilities	False	True	Numeric
liabilities_comment	Comment about liabilities	False	False	Text
liability_auto_loan	Auto loan	False	False	Numeric
liability_bank_loan	Bank loan (not mortgage)	False	False	Numeric
liability_business_loan	Business loan	False	False	Numeric
liability_child_support	Child support liability	False	False	Numeric
liability_court_fees	Court fee liabilities	False	False	Numeric
liability_credit_card	Credit card liability	False	False	Numeric
liability_fii_loan	FII issued loan	False	False	Numeric
liability_lending_circle	Lending circle liability	False	False	Numeric
liability_mortgage	Mortgage liability	False	False	Numeric
liability_other	Other loan	False	False	Numeric
liability_student_loan	Student loan liability	False	False	Numeric
liability_taxes	Taxes owed	False	False	Numeric
liability_tickets	Liability for outstanding ticket	False	False	Numeric

Housing costs and assessments

Name	Description	Private	Transformed	Type
is_home_owner	Boolean indicating if this family owns its home	False	True	Boolean
housing_type	Type of housing the household lives in	False	False	Categorical
housing_subsidized_amount	Amount of the subsidy	False	False	Numeric
housing_happiness_score	Happiness with housing	False	False	Numeric
housing_happiness_reason	Reason for housing happiness rating	False	False	Text
housing_happiness_improve	Reason housing happiness improved	False	False	Text
housing_happiness_improve_steps	Steps taken to improve housing happiness	False	False	Text
housing_happiness_improve_other	Other reason for improvement in housing happiness	False	False	Text
housing_comment	Comment about housing	False	False	Text
housing_score	Housing rating	False	False	Numeric
housing_score_reason	Reason for rating housing this way	False	False	Text
neighborhood_score	Neighborhood score	False	False	Numeric
neighborhood_score_reason	Reason for rating the neighborhood this way	False	False	Text

Health and medical care

Name	Description	Private	Transformed	Type
doctor_visit	Did the household visit the doctor	False	False	Boolean
hospital_name	Name of hospital visited	False	False	Text
doctor_visit_other	Other doctor visit	False	False	Text
doctor_payment	Did the household pay for the doctor visit	False	False	Categorical
doctor_visit_happiness	Happiness with the doctor visit	False	False	Numeric
doctor_visit_happiness_reason	Reason for the doctor visit happiness	False	False	Text
community_health_ideas	Idea for community health	False	False	Text
health_comment	Comment about health	False	False	Text
doctor_visit_happiness_average	Average of doctor visit happiness ratings across household memebers for the month	False	False	Numeric
doctor_visit_date	Date of the doctor visit	False	False	Date
doctor_visit_number	Number of people who visited the doctor this month (?)	False	False	Numeric
doctor_visit_reason	Reason for the doctor visit	False	False	Text

Income

Income

Name	Description	Private	Transformed	Type
user_id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
start_date	Income start date for this individual	False	False	Date
end_date	Income end date for this user.	False	False	Date
family_member_id	Family member ID this income entry pertains to	False	False	Numeric
amount	Income amount	False	False	Numeric
reason_for_change	Reason for the change in this income entry for this individual	False	False	Text
code	Income type, like employment_income or business_income	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Initiative Score Category Scores

Identifiers

Name	Description	Private	Transformed	Type
family_code	Unique alphanmeric family identifier this score is calculated for	False	False	Text
uptogether_user_id	UpTogether user ID this score is calculated for	False	False	Numeric
id	Unique identifier for this entry	False	False	Numeric
model_version	Initiative Score model version number	False	False	Numeric
build_id	UUID for build	False	False	Text

Score

Name	Description	Private	Transformed	Type
category	Category the score is for, currently one of financials, health, youth and family, and community.	False	False	Categorical
score	Effective Initiative Score between 300-850	False	False	Numeric
score_calculated_for_build	Initiative Score calculated for the build. Effect scores (score) can be different as families' effective scores are the max over a window, currently 90 days.	False	False	Numeric
as_of_date	Most recent date we have journal data for this user. It's not uncommon for user data to be a month or so behind the date the score was calculated.	False	False	Date
month_in_fii	User's month in FII at time the score was calculated	False	False	Numeric
score_age_in_days	Difference in days between date the score was calculated and the as_of_date.	False	False	Numeric
created_at	Date the score was calculated	False	False	Date

UpTogether Fund

Name	Description	Private	Transformed	Type
is_eligible	Whether the user is eligible for the UpTogether Fund	False	False	Boolean
eligibility_status	Eligibility status, if a user is ineligible (is_eligible), see this field for a reason why.	False	False	Categorical

Initiative Score Total Scores

Identifiers

Name	Description	Private	Transformed	Type
family_code	Unique alphanmeric family identifier this score is calculated for	False	False	Text
uptogether_user_id	UpTogether user ID this score is calculated for	False	False	Numeric
id	Unique identifier for this entry	False	False	Numeric
model_version	Initiative Score model version number	False	False	Numeric
build_id	UUID for build	False	False	Text

Score

Name	Description	Private	Transformed	Type
score	Effective Initiative Score between 300-850	False	False	Numeric
score_calculated_for_build	Initiative Score calculated for the build. Effect scores (score) can be different as families' effective scores are the max over a window, currently 90 days.	False	False	Numeric
as_of_date	Most recent date we have journal data for this user. It's not uncommon for user data to be a month or so behind the date the score was calculated.	False	False	Date
month_in_fii	User's month in FII at time the score was calculated	False	False	Numeric
score_age_in_days	Difference in days between date the score was calculated and the as_of_date.	False	False	Numeric
created_at	Date the score was calculated	False	False	Date

UpTogether Fund

Name	Description	Private	Transformed	Type
amount_earned	Dollars earned based on the Initiative Score (score)	False	False	Numeric
amount_possible	Total dollars the user could have earned with a score of 850.	False	False	Numeric
is_eligible	Whether the user is eligible for the UpTogether Fund	False	False	Boolean
eligibility_status	Eligibility status, if a user is ineligible (is_eligible), see this field for a reason why.	False	False	Categorical

Liabilities

Liabilities

Name	Description	Private	Transformed	Type
code	Liability type code	False	False	Text
user_id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
start_date	First date the value applies for this member.	False	False	Date
end_date	Last date this value applies for.	False	False	Date
amount	Liability amount	False	False	Numeric
company	Company the liability is with	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Program Membership

Identifiers

Name	Description	Private	Transformed	Type
family_member_id	Unique family member ID	False	False	Numeric
id	Unique identifier for this program to family member pairing	False	False	Numeric
family_code	Unique alphanmeric family identifier	False	False	Not yet documented
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Organization and program information

Name	Description	Private	Transformed	Type
organization_name	Name of the organization	False	False	Text
organization_code	String categorization for this organization	False	False	Text
program_type	Program type	False	False	Categorical
program_name	Program name	False	False	Text

Dates and Completion

Name	Description	Private	Transformed	Type
start_date	Program start date.	False	False	Date
end_date	Program end date. If null the program is ongoing.	False	False	Date
is_complete	Boolean indicating if the program has been completed or not. Completion means the family member is no longer engaged in the program, it does not necessarily imply program completion, such as graudation, per se.	False	False	Boolean

Program rating and performance

Name	Description	Private	Transformed	Type
program_rating	Rating for this program	False	False	Categorical
program_rating_reason	Reason for the program rating	False	False	Text
participant_performance_coded	Family member performance rating on a scale of 1-4, with 1 being poor and 4 being excellent	False	False	Numeric
participant_performance_reason	Explanation for why performance improved, stayed the same, or got worse	False	False	Text
participant_attendance_coded	Family member attendance rating on a scale of 1-4, with 1 being poor and 4 being excellent	False	False	Numeric
participant_attendance_reason	Explanation for why attendance improved, stayed the same, or got worse	False	False	Text

Payment information

Name	Description	Private	Transformed	Type
program_willing_to_pay	Would the user be willing to pay for this program	False	False	Boolean
book_amount_paid	Amount paid	False	False	Numeric

Resource Hub

Household identifiers and location

Name	Description	Private	Transformed	Type
family_code	Unique alphanumeric household identifier	False	False	Text
service_location	City the household lives in	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Resources

Name	Description	Private	Transformed	Type
resource_type	Type of resource accessed	False	False	Categorical
subtype	Textual description of how the famliy used the resource	False	False	Text
use	Categorization of how the family used the resource based on subtype	False	True	Categorical
account_name	Name on this account, likely the last name of the household	True	False	Text
distribution_date	Date the resource was distributed to the household	False	False	Date
amount	Dollar value of the resource that was distributed	False	False	Numeric

Social Capital

Identifiers

Name	Description	Private	Transformed	Type
id	Unique ID for the specific social capital exchange	True	False	Numeric
family_id	Unique household identifier	False	False	Numeric
family_code	Alphanumeric household identifier	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Social capital exchange

Name	Description	Private	Transformed	Type
journal_date	Date of the social capital exchange	False	False	Date
leadership_provided_flag	Whether the social capital was given (True) or recieved (False)	False	False	Boolean
activity_description	Textual description of the exchange	False	False	Text
book_estimated_value	Estimated monetary value of the exchange	False	False	Numeric

UpTogether Chat Messages

Chat Messages

Name	Description	Private	Transformed	Type
id	Chat Message ID	False	False	Numeric
user_id	User ID posting the message	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
content	Message content	True	False	Text
created_at	Date and time the message was created	False	False	Date
updated_at	Date and time the message was updated	False	False	Date

UpTogether Chats

Chat

Name	Description	Private	Transformed	Type
id	Chat message ID	False	False	Numeric
user_1_id	UpTogether user ID that sent the message	False	False	Numeric
user_2_id	UpTogether user ID that received the message	False	False	Numeric
uuid	Unique universal identifer for this message	False	False	Text
created_at	Date and time the chat was created	False	False	Date
updated_at	Date and time the chat was updated	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Connections

Connections

Name	Description	Private	Transformed	Type
id	Connection ID	False	False	Numeric
user_id	User ID initiating connecting on UpTogether	False	False	Numeric
contact_id	User ID of the user the request was sent to	False	False	Numeric
status	Status of the connection, one of "ACCEPTED", "REQUESTED", or "PENDING"	False	False	Text
created_at	Date and time the connection was created	False	False	Date
accepted_at	Date and time the connection request was accepted	False	False	Date
updated_at	Date and time the connection was updated	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Discussion Replies

Post

Name	Description	Private	Transformed	Type
id	Discussion Reply ID	False	False	Numeric
discussion_id	Discussion ID	False	False	Numeric
user_id	UpTogether user ID making the discussion reply	False	False	Numeric
content	Discussion reply content	True	False	Text
created_at	Date and time the discussion reply was created	False	False	Date
updated_at	Date and time the discussion reply was updated	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Discussion Forum

Discussion Forum

Name	Description	Private	Transformed	Type
id	Discussion ID	False	False	Numeric
user_id	UpTogether user ID	False	False	Numeric
title	Discussion title	True	False	Text
slug	URL slug	True	False	Text
content	Discussion content	True	False	Text
last_activity_at	Last activity date on this discussion	False	False	Date
likes_count	Number of likes on the discussion	False	False	Numeric
created_at	Date and time the discussion was created	False	False	Date
updated_at	Date and time the discussion was updated	False	False	Date
discussion_replies_count	Number of replies on this discussion	False	False	Numeric
post_id	Post ID	False	False	Numeric
discussion_category_id	Discussion category ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text

UpTogether Events

Events

Name	Description	Private	Transformed	Type
id	Event ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
time	Date and time of the event	False	False	Date
user_id	UpTogether user ID of the user that created the event	False	False	Numeric
title	Event title	False	False	Text
description	Event description	False	False	Text
number_of_rsvps	Number of people who have RSVP'd for the event.	False	True	Numeric
created_at	Date and time the event was created	False	False	Date
updated_at	Date and time the event was updated	False	False	Date

Image

Name	Description	Private	Transformed	Type
image_file_name	File name of the image associated with this event	False	False	Text
image_content_type	Image content type	False	False	Text
image_file_size	Image file size	False	False	Numeric

UpTogether Expert Categories

Experts Categories

Name	Description	Private	Transformed	Type
id	Expert category ID	False	False	Numeric
title	Expert category title	False	False	Text
created_at	Date and time of the category was created	False	False	Date
updated_at	Date and time of the category was updated	False	False	Date

UpTogether Experts

Experts

Name	Description	Private	Transformed	Type
user_id	User ID for the user that has this expertise.	False	False	Numeric
expert_category_id	Expert Category ID for this expertise.	False	False	Numeric
title	Textual title of the user's expertise.	False	False	Text
content	Textual description of the user's expertise.	False	False	Text
active	Whether the expertise is active or not	False	False	Boolean
created_at	Date and time of the expertise was created	False	False	Date
updated_at	Date and time of the expertise was updated	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Families

Identifiers

Name	Description	Private	Transformed	Type
id	UpTogether family ID (not the same as the InvestCloud ID).	False	False	Numeric
user_id	UpTogether user ID tied to this family, this user is head of household.	False	False	Numeric
family_code	Universal alphanumeric family identifier.	False	False	Text
last_name	Family last name	True	False	Text
is_active	Whether the family is active.	False	False	Boolean
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

UpTogether Family Members

Identifiers

Name	Description	Private	Transformed	Type
id	UpTogether family member ID (not the same as the InvestCloud family member ID)	False	False	Numeric
user_id	UpTogether user ID that liked the object	False	False	Numeric
family_id	UpTogether family ID	False	False	Numeric
ic_family_member_id	InvestCloud family member ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text

Demographics

Name	Description	Private	Transformed	Type
first_name	First name	True	False	Text
last_name	Last name	True	False	Text
relationship	Relationship of family member in the household, some options include "HEAD OF HOUSEHOLD", "SON", "DAUGHTER", and "SPOUSE".	False	False	Text
dob	Date of birth	True	False	Date
ethnicity	Ethnicity	False	False	Categorical
gender	Gender	False	False	Categorical

UpTogether Fund Requests

Fund Requests

Name	Description	Private	Transformed	Type
id	UpTogether Fund Request ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
user_id	UpTogether user ID requesting funds.	False	False	Numeric
amount	Amount requested by the user	False	False	Numeric
fulfillment_amount	Amount paid to the user	False	False	Numeric
state	Fund request state, one of: "submitted", "approved", or "denied"	False	False	Categorical
approved_at	Date and time the payment was approved	False	False	Date
denied_at	Date and time the payment was denied	False	False	Date
fund_usage	User provided description of how the funds will be used	False	False	Text
created_at	Date and time of the payment was created	False	False	Date
updated_at	Date and time of the payment was updated	False	False	Date
organization_access_id	ID of the organization this user is associated with	False	False	Numeric
score	Effective Initiative Score between 300-850 at the time of request	False	False	Numeric

UpTogether Group Membership

Group membership

Name	Description	Private	Transformed	Type
user_id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
group_id	UpTogether group ID	False	False	Numeric
moderator	UpTogether user ID of the moderator for this group	False	False	Numeric
created_at	Date and time the group membership replationship was created	False	False	Date
updated_at	Date and time the group membership replationship was created	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

UpTogether Groups

Group

Name	Description	Private	Transformed	Type
id	Group ID	False	False	Numeric
user_id	UpTogether user ID that greated the group	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
name	Group name	False	False	Text
description	Group description	False	False	Text
memberships_count	Number of members in this group	False	False	Numeric
group_posts_count	Number of posts in this group	False	False	Not yet documented
created_at	Date and time the group was created	False	False	Date
updated_at	Date and time the group was updated	False	False	Date
last_message_at	Date of last post in the group	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Image

Name	Description	Private	Transformed	Type
image_file_name	Image file name	False	False	Not yet documented
image_content_type	Image content type	False	False	Not yet documented
image_file_size	Image file size	False	False	Not yet documented
image_updated_at	Date and time the image was updated	False	False	Date

UpTogether Likes

Like

Name	Description	Private	Transformed	Type
id	Like ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
likeable_type	Type of object the user liked, such as a post	False	False	Not yet documented
likeable_id	ID of the object the user liked	False	False	Numeric
user_id	UpTogether user ID that liked the object	False	False	Numeric
created_at	Date and time the like was created	False	False	Date
updated_at	Date and time the like was updated	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

UpTogether Mailboxer Notifications

Notifications

Name	Description	Private	Transformed	Type
id	Message ID	False	False	Numeric
type	Message type	False	False	Categorical
sender_id	ID of the user sending the message	False	False	Numeric
body	Message body	True	False	Text
sender_type	Sender type	False	False	Categorical
conversation_id	Conversation ID	False	False	Numeric
draft	Whether the notification is a draft or not	False	False	Boolean
notification_code	Notification Code	False	False	Categorical
notified_object_type	Notification object type	False	False	Categorical
notified_object_id	Notification object ID	False	False	Numeric
global	Whether this is a global notification	False	False	Boolean
created_at	Date and time the notification was created	False	False	Date
updated_at	Date and time the notification was updated	False	False	Date
expires	Date and time the notification expires	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Payment Line Items

Payment Line Items

Name	Description	Private	Transformed	Type
id	Payment line item ID	False	False	Numeric
payment_id	Payment ID	False	False	Numeric
item_type	Item type the payment is for	False	False	Categorical
date	Payment line item date	False	False	Date
description	Payment line item description	False	False	Text
amount	Payment line item amount in dollars	False	False	Date
updated_at	Date and time of the payment line item was updated	False	False	Date
created_at	Date and time of the payment line item was created_at	False	False	Date
family_code	FII assigned household indicator	False	False	Text

UpTogether Payments

Payments

Name	Description	Private	Transformed	Type
id	Payment ID	False	False	Numeric
user_id	UpTogether user ID for the user receiving the payment	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
administrator_id	Identifier for the administrator administering the payment	False	False	Numeric
state	Payment state (paid, denied, etc.)	False	False	Categorical
amount	Payment amount in dollars	False	False	Numeric
created_at	Date and time of the payment was created	False	False	Date
updated_at	Date and time of the payment was updated	False	False	Date
submitted_at	Date and time of the payment was submitted	False	False	Date
approved_at	Date and time of the payment was approvated	False	False	Date
denied_at	Date and time of the payment was denied	False	False	Date
bill_id	Bill.com transaction identifier	True	False	Text
type	Payment type, such as for an audit, survey, etc.	False	False	Categorical
payable_type	Payable type	False	False	Categorical
payable_id	Payable ID	False	False	Numeric

UpTogether Post Replies

Post reply

Name	Description	Private	Transformed	Type
id	Post reply ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
post_id	ID of the post the user is replying to	False	False	Numeric
user_id	UpTogether user ID of the user responding to the post	False	False	Numeric
message	Post reply message	False	False	Text
created_at	Date and time the post reply was created	False	False	Date
updated_at	Date and time the post reply was updated	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

UpTogether Posts

Post

Name	Description	Private	Transformed	Type
id	Post ID	False	False	Numeric
user_id	UpTogether user ID that posted the message, different than the InvestCloud member ID	False	False	Not yet documented
family_code	FII assigned household indicator	False	False	Text
group_id	UpTogether Group ID the post was posted in, if applicable	False	False	Not yet documented
message	Post message	False	False	Text
likes_count	Number of likes on this post	False	False	Numeric
replies_count	Number of replies on this post	False	False	Not yet documented
created_at	Date and time the post was created	False	False	Date
updated_at	Date and time the post was updated	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Image

Name	Description	Private	Transformed	Type
image_file_name	Image file name	False	False	Not yet documented
image_content_type	Image content type	False	False	Not yet documented
image_file_size	Image file size	False	False	Not yet documented
image_updated_at	Date and time the image was updated	False	False	Date

UpTogether Event RSVPs

RSVPs

Name	Description	Private	Transformed	Type
id	RSVP ID	False	False	Numeric
user_id	UpTogether user ID	False	False	Numeric
created_at	Date and time the RSVP was created	False	False	Date
updated_at	Date and time the RSVP was updated	False	False	Date
family_code	FII assigned household indicator	False	False	Text

Events

Name	Description	Private	Transformed	Type
event_id	UpTogether Event ID	False	False	Numeric
title	Event title	False	False	Text
description	Event description	False	False	Text

UpTogether Site Metrics

Events

Name	Description	Private	Transformed	Type
visit_id	Visit ID this event is matched to from the visits table.	False	False	Numeric
user_id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
name	Event name, such as a 'view', or a 'click'.	False	False	Text
properties	JSON dictionary containing event properties	False	False	JSON
time	Date and time of the event	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

UpTogether Users

user profile

Name	Description	Private	Transformed	Type
id	UpTogether user ID	False	False	Numeric
family_code	FII assigned household indicator	False	False	Text
sign_in_count	Number of times this user has signed in to UpTogether	False	False	Numeric
current_sign_in_at	Date of the current sign in	False	False	Date
last_sign_in_at	Date of the last sign in.	False	False	Date
active	Whether the user account is active or disabled.	False	False	Boolean
posts_count	Count of the total number of posts this user has posted	False	False	Numeric
organization_id	Organization, likely a nonprofit, this user was enrolled into UpTogether with.	False	False	Numeric
fii_status	User's status in FII	False	False	Text
first_name	User's first name	True	False	Text
last_name	User's last name	True	False	Text
primary_activity	User's day-to-day primary activity	False	False	Text
referral_source	Referral source	False	False	Text
uptogether_status	User's status in UpTogether	False	False	Text
user_account_type	User's account type	False	False	Boolean
deleted_at	Date user deleted	False	False	Date
profile_updated_at	Date the user's profile was updated	False	False	Date
profile_created_at	Date the user's profile was created	False	False	Date
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Profile information

Name	Description	Private	Transformed	Type
about_me	User provided profile description.	False	False	Text
ethnicity	User's ethnicity	False	False	Not yet documented
gender	User's gender	False	False	Categorical
health_insurance	User's heatlh insurance status	False	False	Categorical
health_insurance_name	User's health insurance provider	False	False	Text
highest_level_of_education	Highest level of education this user has obtained	False	False	Categorical
home_phone_number	This user's home phone number	True	False	Text
language	User's primary language	False	False	Text
dob	Date of birth	False	False	Date
eligible_to_vote	Whether the user is eligable to vote or not.	False	False	Boolean
type_of_job	Type of job this user does	False	False	Categorical

Contact information

Name	Description	Private	Transformed	Type
email	User email address	True	False	Text
mobile_phone_number	User's mobile phone number	True	False	Text

UpTogether Visits

Identifiers

Name	Description	Private	Transformed	Type
id	Visit ID	False	False	Numeric
user_id	UpTogether user ID, can be null if the user is not logged in or registered.	False	False	Text
family_code	FII assigned household indicator	False	False	Text
ip	IP address for the visitor	True	False	Numeric
referrer	URL the user was referred to UpTogether from.	False	False	Text
landing_page	URL the visitor arrived on	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric
started_at	Date the visit started at	False	False	Date

Browser and device

Name	Description	Private	Transformed	Type
browser	Browser the visitor used	False	False	Text
os	Operating system	False	False	Text
device_type	Device type	False	False	Text
screen_height	Screen device height in pixels	False	False	Numeric
screen_width	Screen device height in pixels	False	False	Numeric

Geographic location

Name	Description	Private	Transformed	Type
country	Country the visitor visited from	False	False	Text
region	Region (such as a US state) the visitor visited from	False	False	Text
city	City the visitor visited from	False	False	Text
postal_code	Postal code the visitor visited from	False	False	Numeric
latitude	Latitude the visitor visited from	True	False	Numeric
longitude	Longitude the visitor visited from	True	False	Numeric

Voting

Identifiers

Name	Description	Private	Transformed	Type
family_name	Household name (generally last name)	True	False	Text
family_id	Unique household identifier	False	False	Numeric
family_code	Alphanumeric household identifier	False	False	Text
organization_access_id	Unique numeric identifer of which organization has access to a particular row in a dataset	False	False	Numeric

Voter information

Name	Description	Private	Transformed	Type
be_updttime	Date the voter information was recorded	False	False	Date
eligible_to_vote	Whether the individual is eligable to vote or not	False	False	Categorical
registered_to_vote	Whether the individual is registered to vote or not	False	False	Categorical
voted	Whether the individual is voted in the most recent election	False	False	Categorical