The Hidden Figures — UMEUS
The Hidden Figures

The cost of withheld information.

These are not just statistics. They are the compounding cost of a system that was built to exclude. Not by oversight. By design. The wealth gap, the unclaimed credits, the IRS notices no one knew how to answer — these are the hidden figures. And every single one of them is an information problem.

"The information was always available. It just was not always shared. That is the only reason these numbers exist."

Qiara Johnson, CPA — Founder, UMEUS

You were always capable
of building it. Nobody showed you how.

Hidden figures are the compounding cost of information that was never equally shared. The credits never claimed. The deductions never applied. The IRS letters left unanswered. The businesses structured incorrectly. The refunds that went back to the government instead of to the families who earned them.

The average household leaves $3,453 in unclaimed tax benefits on the table every year. Multiply that across a family. Across a decade. Across a generation. That is not a small number. That is a foundation that never got built.

Nearly two-thirds of Americans cannot pass a basic financial literacy test. And the trickle effect is staggering — not just in dollars, but in decisions made from urgency instead of knowledge, in opportunities missed, in crises that were entirely preventable.

"The gap was not created by a lack of effort. It was created by a lack of access. And what you are kept from knowing compounds just as powerfully as what you know."

UMEUS — Me. We.

What follows are the documented hidden figures for the communities UMEUS serves. These are not indictments of communities. They are indictments of a system. Read them that way.

01
First-Generation Earners

Building without a blueprint.

change makers navigating new territory

They are the first in their family to earn at this level. The first to navigate a W-2, a 1099, a quarterly tax payment. The first to ask what a deduction is — and to realize no one in their family knows the answer. First-generation earners are not behind because they are not working hard. They are behind because the financial roadmap was never passed down.

Income alone does not build wealth. The knowledge of how to protect it, grow it, and keep it — that is what changes the trajectory. And for most first-generation earners, that knowledge never came.

The Hidden Figure

"Earning more does not automatically mean knowing how to build with it. That knowledge has to come from somewhere. For most of us, it never did."

2x
Adults with low financial literacy are twice as likely to be debt-constrained — regardless of income level. Earning more does not close the gap. Information does.
TIAA Institute-GFLEC P-Fin Index, 2025
3x
First-generation earners with low financial literacy are three times more likely to be financially fragile — meaning one unexpected expense away from crisis.
Finhabits Financial Literacy Report
66%
Nearly two-thirds of Americans cannot pass a basic financial literacy test — including college graduates and high earners. This is not an education gap. It is an information gap.
FINRA Investor Education Foundation
02
Black Families

A gap that is real, documented, and growing.

not a motivation problem. an information problem.

The Black-white wealth gap is one of the most studied and least addressed inequities in American economic history. It is not a gap born of effort or ambition. It is a gap born of deliberate exclusion from the financial information and institutional access that builds generational wealth. At the current pace, closing it would take 500 years.

The hidden figures here are not abstract. They are the tax credits unclaimed because no one explained eligibility. The home equity untapped because no one explained how. The IRS notice left unanswered because no one knew a free lawyer was available.

The Hidden Figure

"The gap does not persist because communities do not work hard. It persists because the system was never built to distribute this information equally."

$44,890
Median Black household wealth vs. $285,000 for white households at the same income level. And 86% of that wealth is tied up in a primary home — not liquid, not accessible in a crisis.
Federal Reserve SCF, 2022
500 yrs
At the current pace, it would take 500 years to close the Black-white wealth gap. The gap is not closing. It is growing. Because the information never reached everyone equally.
NCRC Analysis, 2024
49%
Nearly half of Black households earn under $50,000 a year. And fewer than half have enough savings to cover a job loss. At that margin, every unclaimed credit and every tax penalty hits differently.
U.S. Census Bureau, 2024
1 in 3
Only 1 in 3 Black households has enough liquid savings to survive three months at the poverty level. A primary home cannot be accessed in a financial emergency. Liquidity is built through knowledge.
Federal Reserve Report on Economic Well-Being
03
Hispanic & Latino Communities

19% of the population. 3% of the wealth.

includes Spanish and Portuguese speakers

Hispanic and Latino communities are among the fastest-growing populations in the United States — and among the most underserved by the financial information systems that build stability. The wealth gap is not a reflection of effort. It is a reflection of exclusion from the knowledge that compounds over time.

In Florida and across Orange County, Spanish and Portuguese-speaking families navigate a tax and financial system that was built almost entirely in English — without translation, without guidance, and without advocates who understand their specific situation.

The Hidden Figure

"Non-Hispanic white households hold $4.47 for every $1 held by a Latino household. That is not a coincidence. That is the compound interest of withheld information."

3%
Hispanic and Latino communities represent 19% of the U.S. population but hold just 3% of the nation's total wealth. The gap between population share and wealth share is among the largest of any demographic group.
Federal Reserve, Morningstar 2024
$4.47
Non-Hispanic white households hold $4.47 for every $1 held by a Latino household. In Florida, that gap is even wider — white households hold five times the wealth of Latino households.
Morningstar Center for Retirement Research, 2024
10%
Only 10% of Latino youth have ever attended a financial education class. The fastest-growing entrepreneurial group in the country is also among the least supported on tax structure and financial planning.
National Endowment for Financial Education
04
ESL Communities

Navigating a system in a language not their own.

the financial system was built in English

The American financial and tax system was built in English. Every form, every notice, every regulation — written in a language that over 25 million U.S. residents speak less than very well. The barrier is not comprehension. It is access. When the system does not speak your language, the information it holds is effectively withheld from you.

In Orange County alone, nearly 1 in 4 households was born outside the United States. That is nearly 357,000 people navigating IRS notices, tax filings, and financial decisions without the language advantage the system was built on.

The Hidden Figure

"Access in the language you think and live in is not a courtesy. It is equity. UMEUS delivers in English, Spanish, and Portuguese because the information gap is not language-neutral."

25M+
Over 25 million U.S. residents speak English less than very well. They navigate IRS notices, tax filings, and financial decisions in a language that is not their own — without translation and without support.
U.S. Census Bureau, American Community Survey
1 in 4
Nearly 1 in 4 Orange County households was born outside the United States — including a significant and growing Portuguese and Spanish-speaking population navigating a system that was never built for them.
U.S. Census Bureau, Orange County 2024
$1.1B
Over $1.1 billion in Earned Income Tax Credits go unclaimed in Florida alone every year — disproportionately by non-English speaking households who never received the information in a language they could act on.
IRS EITC Data, 2024
05
Self-Employed

Building without a tax map.

the rules don't just apply at filing

Self-employed individuals are among the most audited by the IRS — and among the least prepared for what that means. The hidden figure here is not just the audit itself. It is the compounding cost of every year spent in the wrong business structure, missing quarterly payments, and underreporting without knowing it.

The rules do not just apply at filing. They apply at every stage of building. And most people learn that too late — when the penalties have already compounded and the options have already narrowed.

The Hidden Figure

"Not updating your business structure as your income scales is where the penalties quietly accumulate. Most people learn this too late. UMEUS teaches it before the damage is done."

Highest
Self-employed individuals face the highest IRS audit risk of any filing group — and are consistently among the least prepared for what a notice, an audit, or a levy actually means.
IRS Data Book, 2024
40%
Self-employed workers pay up to 40% in combined taxes when self-employment tax, income tax, and state tax are combined — and most do not know the legal structures available to reduce that burden significantly.
U.S. Department of the Treasury, 2024
50%
Nearly half of self-employed individuals have never received professional guidance on their tax obligations. The information gap compounds with every year of growth — until the IRS notice arrives.
NFIB Small Business Survey, 2024
06
Women

Earning more. Building independently. Closing the gap ourselves.

the wage gap was not built by us

Women earn 83 cents for every dollar men earn — and own just 32 cents for every dollar of wealth men hold. Yet women's participation in the workforce and entrepreneurship has never been higher. The gap was not built by women. And it does not require anyone's permission to close.

Financial knowledge — the kind that compounds over time — is the most powerful tool available for closing it. The wealth we build through informed decisions, smart structures, and maximized credits does not depend on anyone else moving first.

The Hidden Figure

"Smart Women Deserve Smart Money. The knowledge that changes these statistics is available. It just was not always equally shared."

83¢
Women earn 83 cents for every dollar men earn — and own just 32 cents for every dollar of wealth. The wage gap was not built by women. The knowledge to close the wealth gap independently is available right now.
Bureau of Labor Statistics, 2024
81%
81% of women say their finances keep them up at night. Only 28% feel empowered to take action. The gap between awareness and empowerment is an information problem — and it is solvable.
Fidelity Investments Women and Money Study, 2025
28%
Only 28% of women feel empowered to take financial action — despite record workforce participation and entrepreneurship. Information changes that number. That is exactly what UMEUS is here for.
Women's Way Gender Wealth Gap Report
07
Returning Citizens

Re-entering a system that moved without them.

the system did not wait. we will.

Over 650,000 people are released from prison every year and step back into a financial system that did not wait for them. Credit has changed. Tax law has changed. The gig economy has expanded. And most returning citizens navigate all of it without a single hour of financial education to draw on. Not from a lack of will. From a lack of access.

Understanding the financial system is not just about recovery. It is about expansion — how to maximize what you earn, structure what you build, and create income that compounds beyond a single job.

The Hidden Figure

"The 52% drop in earnings after incarceration is not from a lack of effort. It is from navigating employment, credit, taxes, and income-building without a foundation. UMEUS builds that foundation."

650K
Over 650,000 people are released from prison every year in the United States — stepping into a financial system they had no access to for years, with no guide, no roadmap, and no foundation.
Bureau of Justice Statistics, 2024
52%
The average drop in earnings after incarceration is 52%. Not from a lack of work ethic. From navigating employment, credit, taxes, and income-building without the financial knowledge to compete.
Brennan Center for Justice
$0
The cost of financial education at UMEUS for returning citizens is zero. The information that changes these numbers is available — in English, Spanish, and Portuguese — every Wednesday. No history required to attend.
UMEUS · Free. Always.

The information was
always available.
Now it's yours.

Every statistic on this page is an information problem. And every information problem has a solution. UMEUS offers free financial education every Wednesday — in English, Spanish, and Portuguese. No experience needed. No issue required. Just show up and fill your cup. The community benefits when you do.

Me. We. — UMEUS · umeusnation.org · Free. Always.