UPWARDLY GLOBAL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPWARDLY GLOBAL (EIN 94-3346127)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202413069349301941
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T13:04:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943346127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPWARDLY GLOBAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPWA | BusinessNameControlTxt |
| Phone | 2122198828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 8TH AVENUE 1704 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASMEET KRAUSE-VILMAR | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2122198828 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASMEET KRAUSE-VILMAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 8TH AVENUE 1704 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,917,582 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPWARDLYGLOBAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 107 | TotalEmployeeCnt |
| Total Volunteers | 2630 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,348,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,709,887 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,064,285 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,066,130 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $671,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$121,974 | PYOtherRevenueAmt |
| CY Other Revenue | -$56,778 | CYOtherRevenueAmt |
| PY Total Revenue | $19,305,952 | PYTotalRevenueAmt |
| CY Total Revenue | $22,391,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,533 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $287,923 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,325,240 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,745,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,065,323 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,968,620 | PYOtherExpensesAmt |
| CY Other Expenses | $3,625,697 | CYOtherExpensesAmt |
| PY Total Expenses | $9,316,393 | PYTotalExpensesAmt |
| CY Total Expenses | $13,659,379 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,989,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,731,662 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,406,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,782,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,536,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,181,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,869,575 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,601,237 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UPWARDLY GLOBAL DISMANTLES EMPLOYMENT BARRIERS FOR IMMIGRANT, REFUGEE, AND ASYLEE PROFESSIONALS WHILE ADVANCING THE INCLUSION OF THEIR SKILLS INTO THE U.S. ECONOMY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,667,283 | ExpenseAmt |
| Grant | $227,924 | GrantAmt |
| Desc | FOR 25 YEARS, UPWARDLY GLOBAL HAS ADVANCED WORKFORCE INCLUSION FOR WORK-AUTHORIZED IMMIGRANT, REFUGEE, AND ASYLEE PROFESSIONALS BY HELPING THEM SECURE JOBS AT THEIR SKILL LEVEL IN ORDER TO ENSURE A DIVERSE WORKFORCE, BUILD RESILIENT COMMUNITIES, AND CONTRIBUTE TO A ROBUST U.S. ECONOMY. UPWARDLY GLOBAL UNLEASHES THE POTENTIAL OF IMMIGRANTS TO SECURE SKILL-ALIGNED CAREERS BY SUPPORTING THEM AND THE ORGANIZATIONS THAT SERVE THEM WITH INDUSTRY-SPECIFIC COACHING AND DIGITAL TRAINING, ENGAGES EMPLOYERS IN INCLUSIVE HIRING PRACTICES AND OPENING OPPORTUNITIES, AND ADVANCES POLICIES AND NARRATIVES THAT CREATE SHARED PROSPERITY, FOSTER THRIVING COMMUNITIES, AND PROMOTE ECONOMIC GROWTH.FOR JOB SEEKERS, UPWARDLY GLOBAL PROVIDES ACCESS TO RESOURCES LIKE INDUSTRY-SPECIFIC CAREER COACHING, RESKILLING AND UPSKILLING COURSES, CAREER NAVIGATION ASSISTANCE, AND NETWORKING EVENTS, WHICH HELP THEM FULLY UTILIZE THEIR EDUCATION AND SKILLS SO THEY CAN RESTART THEIR CAREERS IN THE U.S.IN 2023 UPWARDLY GLOBAL'S CAREER COACHING SERVICES PROGRAM HELPED PLACE MORE THAN 1,000 JOB SEEKERS IN THRIVING-WAGE JOBS WITH AN AVERAGE STARTING SALARY OF OVER $64,000.TO DATE, UPWARDLY GLOBAL HAS HELPED 10,500 IMMIGRANTS, REFUGEES, AND ASYLEES OBTAIN THRIVING-WAGE CAREERS THAT CONTRIBUTE MORE THAN $74 MILLION ANNUALLY TO THE U.S. ECONOMY. OUR GOAL IS TO SERVE 25,000 JOB SEEKERS IN 2025. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,758,191 | ExpenseAmt |
| Grant | $60,000 | GrantAmt |
| Revenue | $1,066,130 | RevenueAmt |
| Desc | FOR IMMIGRANT-SERVING ORGANIZATIONS SUCH AS WORKFORCE AGENCIES, COMMUNITY COLLEGES, AND REFUGEE RESETTLEMENT AGENCIES, UPWARDLY GLOBAL PROVIDES THE TECHNOLOGY AND KNOW-HOW NEEDED TO BUILD AN INCLUSIVE WORKFORCE. WE PARTNER AND SHARE OUR PROVEN DIGITAL LEARNING TOOLS, COACHING CURRICULUM, AND EMPLOYER NETWORK.FOR EMPLOYERS, UPWARDLY GLOBAL BREAKS DOWN BARRIERS FOR IMMIGRANT JOB SEEKERS BY PROMOTING INCLUSIVE CORPORATE HIRING AND RECRUITMENT PRACTICES AND PROVIDING AN INNOVATIVE MODEL OF WORKFORCE INCLUSION. UPWARDLY GLOBAL OFFERS TAILORED DIVERSITY, EQUITY, AND INCLUSION (DEI) TRAINING, PROVIDES ACCESS TO SKILLED IMMIGRANT TALENT THROUGH A UNIQUE AI-POWERED ONLINE PLATFORM, AND SUPPORTS IMPACTFUL CORPORATE VOLUNTEER ENGAGEMENT OPPORTUNITIES.FOR POLICYMAKERS AND COALITION PARTNERS, UPWARDLY GLOBAL PROVIDES DATA-INFORMED INSIGHTS TO FEDERAL AND STATE POLICYMAKERS AND, THROUGH COALITION PARTNERS, ADVOCATES FOR POLICY PRIORITIES THAT PROMOTE IMMIGRANT INCLUSION IN THE U.S. WORKFORCE.UPWARDLY GLOBAL'S COMMUNITY OF SUPPORTERS, WHO VOLUNTEER AND PROVIDE FINANCIAL SUPPORT, ENABLE US TO BUILD A MORE EQUITABLE, WELCOMING COUNTRY WHERE EVERYONE INCLUDING IMMIGRANTS, REFUGEES, AND ASYLEES CAN FULLY CONTRIBUTE AND THRIVE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,425,474 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 107 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GINSBURG | PersonNm |
| Phone | 2122198828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 8TH AVE 1704 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TAMMI LING | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN OSTLER | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER REILLY | |||||||
| SECRETARY (FROM 3/6/2023) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT GARECHANA | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHILIPP SCHUMACHER | |||||||
| BOARD MEMBER, (UNTIL 12/31/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVEK VAIDYA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSALYN CHEN | |||||||
| BOARD MEMBER, (UNTIL 12/31/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AU NGUYEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAIO ZAPATA | |||||||
| BOARD MEMBER, (UNTIL 2/13/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMMAD SEDIQ HAZRATZAI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RJ FOX | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAUN SMITH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY GONCALVES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCY WALTON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MINDI COX | |||||||
| BOARD MEMBER, (FROM 9/15/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARNAB CHAKRABORTY | |||||||
| BOARD MEMBER, (FROM 9/15/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASMEET KRAUSE-VILMAR | |||||||
| CEO & PRESIDENT | 50.00 | Yes (X) | $304,229 | $0 | $9,379 | ||
| CHRISTINE GINSBURG | |||||||
| VP OF FINANCE & ADMINISTRATION | 50.00 | Yes (X) | $146,611 | $0 | $42,764 | ||
| ALI MAHA | |||||||
| VP OF PEOPLE & CULTURE | 50.00 | $155,576 | $0 | $18,847 | Yes (X) | ||
| DIANE SHOHET | |||||||
| VP OF DEVELOPMENT | 50.00 | $158,023 | $0 | $4,899 | Yes (X) | ||
| JOSHUA GARNER | |||||||
| STRATEGIC COMMUNICATIONS DIRECTOR | 50.00 | $146,815 | $0 | $11,873 | Yes (X) | ||
| STEPHANIE ALMAN | |||||||
| NATIONAL DIR. OF EMPLOYMENT SRVCS | 50.00 | $136,447 | $0 | $14,936 | Yes (X) | ||
| JOSHUA WINTER | |||||||
| COO (FROM 3/6/2023) | 50.00 | $143,256 | $0 | $4,438 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,190,957 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,136 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| THE BRIDGESPAN GROUP INC | ||||||||
| 2 COPLEY PLACE ST 3700B | BOSTON | MA | 02116 | STRATEGIC PLANNING | $403,940 | |||
| ACCENTURE | ||||||||
| 500 W MADISON ST | CHICAGO | IL | 60661 | PROGRAM MANAGEMENT TO LAUNCH PORTAL | $296,581 | |||
| FUNDACJA ROZWOJU SPOLECZESTWA INFORMACYJ | ||||||||
| SUB-GRANTEE | $128,086 | KOPERNIKA 10 00-359 | WARSZAWA | PL | ||||
| RESEARCH FDN FOR THE STATE UNIVERSITY OF | ||||||||
| 2321 COMPUTER SCIENCE BUILDING | STONY BROOK | NY | 11794 | TRAINING FOR PROGRAM PARTICIPANTS | $113,875 | |||
| GRAHAM-PELTON ASSOCIATES INC | ||||||||
| 39 BEECHWOOD ROAD | SUMMIT | NJ | 07901 | INTERIM STAFFING AND PHILANTHROPIC PLANN | $113,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $625,258 | FundraisingAmt |
| Government Grants | $2,209,637 | GovernmentGrantsAmt |
| All Other Contributions | $17,874,992 | AllOtherContributionsAmt |
| Noncash Contributions | $70,336 | NoncashContributionsAmt |
| Total Contributions | $20,709,887 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNED REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,066,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,066,130 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,066,130 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $672,813 | TotalRevenueColumnAmt |
| Exclusion | $672,813 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $402,972 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,983 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,011 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,011 | TotalRevenueColumnAmt |
| Exclusion | -$1,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $65,780 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $625,258 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $122,558 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,778 | TotalRevenueColumnAmt |
| Exclusion | -$56,778 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,391,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,066,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $615,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,608 | TotalAmt |
| Program Services | $128,608 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,315 | TotalAmt |
| Program Services | $159,315 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,983 | TotalAmt |
| Program Services | $238,463 | ProgramServicesAmt |
| Management And General | $186,118 | ManagementAndGeneralAmt |
| Fundraising | $78,402 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,253,251 | TotalAmt |
| Program Services | $5,596,423 | ProgramServicesAmt |
| Management And General | $1,181,568 | ManagementAndGeneralAmt |
| Fundraising | $475,260 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,786 | TotalAmt |
| Program Services | $126,544 | ProgramServicesAmt |
| Management And General | $26,847 | ManagementAndGeneralAmt |
| Fundraising | $5,395 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,274 | TotalAmt |
| Program Services | $972,232 | ProgramServicesAmt |
| Management And General | $195,873 | ManagementAndGeneralAmt |
| Fundraising | $56,169 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,465 | TotalAmt |
| Program Services | $457,116 | ProgramServicesAmt |
| Management And General | $106,969 | ManagementAndGeneralAmt |
| Fundraising | $42,380 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,136 | TotalAmt |
| Management And General | $26,136 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,728 | TotalAmt |
| Management And General | $44,728 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,664 | TotalAmt |
| Management And General | $12,664 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,682 | TotalAmt |
| Program Services | $1,288,067 | ProgramServicesAmt |
| Management And General | $122,488 | ManagementAndGeneralAmt |
| Fundraising | $247,127 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,064 | TotalAmt |
| Program Services | $238,064 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,478 | TotalAmt |
| Program Services | $42,084 | ProgramServicesAmt |
| Management And General | $18,235 | ManagementAndGeneralAmt |
| Fundraising | $7,159 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,900 | TotalAmt |
| Program Services | $210,003 | ProgramServicesAmt |
| Management And General | $60,654 | ManagementAndGeneralAmt |
| Fundraising | $25,243 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,101 | TotalAmt |
| Program Services | $255,925 | ProgramServicesAmt |
| Management And General | $70,172 | ManagementAndGeneralAmt |
| Fundraising | $14,004 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,899 | TotalAmt |
| Program Services | $199,468 | ProgramServicesAmt |
| Management And General | $39,747 | ManagementAndGeneralAmt |
| Fundraising | $23,684 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,152 | TotalAmt |
| Program Services | $51,904 | ProgramServicesAmt |
| Management And General | $16,144 | ManagementAndGeneralAmt |
| Fundraising | $17,104 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,112 | TotalAmt |
| Program Services | $23,675 | ProgramServicesAmt |
| Management And General | $3,198 | ManagementAndGeneralAmt |
| Fundraising | $1,239 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,076 | TotalAmt |
| Program Services | $32,668 | ProgramServicesAmt |
| Management And General | $7,502 | ManagementAndGeneralAmt |
| Fundraising | $2,906 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESKILLING EXPENSE | $232,204 | $232,204 | ||
| MISCELLANEOUS | $132,960 | $82,082 | $23,830 | $27,048 |
| PROCESSING FEES | $91,241 | $50,643 | $11,572 | $29,026 |
| PROFESSIONAL DEV'L | $33,409 | $20,364 | $6,334 | $6,711 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,891 | TotalAmt |
| Program Services | $19,622 | ProgramServicesAmt |
| Management And General | $7,803 | ManagementAndGeneralAmt |
| Fundraising | $6,466 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,659,379 | TotalAmt |
| Program Services | $10,425,474 | ProgramServicesAmt |
| Management And General | $2,168,582 | ManagementAndGeneralAmt |
| Fundraising | $1,065,323 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,140,053 | BOYAmt |
| EOY | $1,568,439 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,892,589 | BOYAmt |
| EOY | $10,155,463 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,182 | BOYAmt |
| EOY | $363,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,946 | BOYAmt |
| EOY | $8,933,136 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,246 | BOYAmt |
| EOY | $128,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $739,681 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,731 | BOYAmt |
| EOY | $668,335 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,758,681 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,328,317 | BOYAmt |
| EOY | $1,206,335 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,406,064 | BOYAmt |
| EOY | $31,782,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,262 | BOYAmt |
| EOY | $887,455 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,992 | BOYAmt |
| EOY | $204,896 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,235 | BOYAmt |
| EOY | $1,088,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,536,489 | BOYAmt |
| EOY | $2,181,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,945,007 | BOYAmt |
| EOY | $12,526,222 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,924,568 | BOYAmt |
| EOY | $17,075,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,869,575 | BOYAmt |
| EOY | $29,601,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,406,064 | BOYAmt |
| EOY | $31,782,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,731,662 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,528,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,738,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,624,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,348,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,709,887 | CurrentTaxYearAmt |
| Total | $63,949,757 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,528,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,738,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,624,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,348,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,709,887 | CurrentTaxYearAmt |
| Total | $63,949,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,404,118 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,545,639 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,813 | CurrentTaxYearAmt |
| Total | $712,692 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,498 | CurrentTaxYearMinus1YearAmt |
| Total | $17,492 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,679,941 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,171,736 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,183 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,183 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,645,532 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,646,715 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $832,336 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $208,084 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $433,525 | CurrentYearMinus3Amt |
| Current Year Minus2 | $494,685 | CurrentYearMinus2Amt |
| Current Year Minus1 | $500,299 | CurrentYearMinus1Amt |
| Current Year | $832,336 | CurrentYearAmt |
| Total | $2,260,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,391,268 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,961 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,917 | CurrentYearMinus2Amt |
| Current Year Minus1 | $480 | CurrentYearMinus1Amt |
| Current Year | $1,183 | CurrentYearAmt |
| Total | $9,541 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $108,381 | CurrentYearMinus3Amt |
| Current Year Minus2 | $123,671 | CurrentYearMinus2Amt |
| Current Year Minus1 | $125,075 | CurrentYearMinus1Amt |
| Current Year | $208,084 | CurrentYearAmt |
| Total | $565,211 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $847,817 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $141 | CurrentYearMinus3Amt |
| Current Year Minus2 | $203 | CurrentYearMinus2Amt |
| Total | $344 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,258 | DepreciationAmt |
| Book Value | $5,267 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,738 | DepreciationAmt |
| Book Value | $7,206 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $720,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,350 | DepreciationAmt |
| Book Value | $655,862 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $668,335 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $69,305 |
| OPERATING LEASE LIABILITIES | $1,019,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,088,828 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,241,094 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $3,862,717 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,862,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,378,377 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,664 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,664 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,391,041 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,509,432 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,862,717 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,862,717 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,646,715 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,664 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,664 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,659,379 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 1 | PROGRAM SERVICES | PROFESSIONAL FEES, TRAVEL AND OTHER | $87,604 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $159,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $246,919 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $246,919 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE | SUBGRANTEE POLAND UKRAINIAN REFUGEE PROGRAM | $25,950 | WIRE TRANSFER | $0 |
| EUROPE | SUBGRANTEE POLAND UKRAINIAN REFUGEE PROGRAM | $133,365 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | US FINANCE AND PROGRAM STAFF MONITOR, REVIEW AND APPROVE ALL EXPENDITURES FOR THE UKRAINE REFUGEE PROGRAM IN POLAND AGAINST THE APPROVED PROGRAM BUDGET. DELIVERABLES ARE MONITORED AGAINST GRANT REQUIREMENTS TO ENSURE COMPLIANCE. RECIPIENT ORGANIZATIONS SUBMITTED A BUDGET FOR THE PROJECT WHICH WAS APPROVED BY UPGLO; ALL EXPENDITURES ARE SUBSTANTIATED BY DETAILED REPORTS AND INVOICES. EXPENSES ARE MONITORED AGAINST THE APPROVED BUDGET AND DELIVERABLES ARE MONITORED AGAINST GRANT REQUIREMENTS TO ENSURE COMPLIANCE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EVENT | Event1Nm |
| Gross Receipts Event1 | $691,038 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $625,258 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,780 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,465 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $51,155 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $38,282 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,656 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $691,038 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $625,258 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $65,780 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,465 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,155 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $38,282 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,656 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $122,558 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$56,778 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY COLLEGE | ||||||||
| 51 MANNAKEE ST CC 220 | ROCKVILLE | MD | 20850 | 520891845 | SECTION 115 | $22,009 | $0 | SCHOLARSHIP REIMBURSEMENT |
| PARS EQUALITY CENTER | ||||||||
| 1635 THE ALAMEDA | SAN JOSE | CA | 95126 | 272969900 | 501(C)3 | $18,602 | $0 | SUBGRANTEE |
| JOBS FOR HUMANITY INC | ||||||||
| 18117 BISCAYNE BLVD 3016 | AVENTURA | FL | 33160 | 854081854 | 501(C)3 | $50,000 | $0 | SUBGRANTEE |
| WASHINGTON ACADEMY FOR INTERNATIONAL MEDICAL GRADUATES | ||||||||
| 3100 S 208TH ST | SEATTLE | WA | 98198 | 834541708 | C-CORP | $12,500 | $0 | SUBGRANTEE |
| NATIONAL IMMIGRATION FORUM | ||||||||
| 10 G ST NE STE 500 | WASHINGTON | DC | 20002 | 131776711 | 501(C)3 | $9,997 | $0 | SUBGRANTEE |
| CENTER FOR LAW AND SOCIAL POLICY | ||||||||
| 1310 L STREET NW STE 900 | WASHINGTON | DC | 20005 | 237000150 | CORPORATION | $10,000 | $0 | SUBGRANTEE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENT ORGANIZATIONS SUBMITTED A BUDGET FOR THE PROJECT WHICH WAS APPROVED BY UPGLO; ALL EXPENDITURES ARE SUBSTANTIATED BY DETAILED REPORTS AND INVOICES. EXPENSES ARE MONITORED AGAINST THE APPROVED BUDGET AND DELIVERABLES ARE MONITORED AGAINST GRANT REQUIREMENTS TO ENSURE COMPLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASMEET KRAUSE-VILMAR | ||||||||||||||
| CEO & PRESIDENT | $269,229 | $0 | $35,000 | $0 | $0 | $0 | $9,158 | $0 | $221 | $0 | $313,608 | $0 | $0 | $0 |
| CHRISTINE GINSBURG | ||||||||||||||
| VP OF FINANCE & ADMINISTRATION | $146,611 | $0 | $0 | $0 | $0 | $0 | $4,620 | $0 | $38,144 | $0 | $189,375 | $0 | $0 | $0 |
| ALI MAHA | ||||||||||||||
| VP OF PEOPLE & CULTURE | $147,576 | $0 | $8,000 | $0 | $0 | $0 | $4,808 | $0 | $14,039 | $0 | $174,423 | $0 | $0 | $0 |
| DIANE SHOHET | ||||||||||||||
| VP OF DEVELOPMENT | $158,023 | $0 | $0 | $0 | $0 | $0 | $4,733 | $0 | $166 | $0 | $162,922 | $0 | $0 | $0 |
| JOSHUA GARNER | ||||||||||||||
| STRATEGIC COMMUNICATIONS DIRECTOR | $146,815 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,873 | $0 | $158,688 | $0 | $0 | $0 |
| STEPHANIE ALMAN | ||||||||||||||
| NATIONAL DIR. OF EMPLOYMENT SRVCS | $128,447 | $0 | $8,000 | $0 | $0 | $0 | $4,133 | $0 | $10,803 | $0 | $151,383 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR THE FOLLOWING INDIVIDUALS RECEIVED PERFORMANCE BASED BONUSES: JASMEET KRAUSE-VILMAR $35,000 ALI MAHA $8,000 ALMAN STEPHANIE $8,000 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,336 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RESPONSIBILITY FOR THE FORMAL REVIEW OF THE FORM 990 LIES WITH THE, OPERATING COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE FULL BOARD ACCEPTING OR REJECTING THE RECOMMENDATION OF THE OPERATING COMMITTEE. WITH THE SUPPORT AND INPUT FROM THE ORGANIZATION'S CPA FIRM, MANAGEMENT COMPLETES AND REVIEWS THE FORM 990 BEFORE FORMALLY PRESENTING IT TO THE OPERATING COMMITTEE FOR REVIEW. IN COLLABORATION WITH MANAGEMENT, THE OPERATING COMMITTEE DIRECTS RELEVANT EDITS OR CHANGES TO BE MADE BY THE ORGANIZATION'S CPA AND DOES A FINAL APPROVAL AFTER ALL CHANGES ARE FINALIZED. AFTER THE OPERATING COMMITTEE APPROVES THE FORM 990, THEY SUBMIT IT TO THE FULL BOARD TO ACCEPT OR REJECT THE RECOMMENDATION. THE APPROVAL OF THE FORM 990 IS RECORDED IN THE OPERATING COMMITTEE MEETING NOTES, AND THE ACCEPTANCE OF THE FULL BOARD IS RECORDED IN BOARD MEETING NOTES. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPWARDLY GLOBAL HAS IMPLEMENTED AN ANNUAL CONFLICT OF INTEREST SIGNOFF PROCESS FOR ALL EMPLOYEES AND DIRECTORS. THIS PROCEDURE ENSURES THAT ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES MAINTAIN INDEPENDENCE WITH THE ORGANIZATION ON AN ANNUAL BASIS. WITHIN THE PAST YEAR, THE ORGANIZATION HAS REQUIRED ALL NEW EMPLOYEES TO CERTIFY THAT NO CONFLICTS EXIST. THESE RESPONSES ARE MONITORED BY HUMAN RESOURCES. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: (A) AN INTERESTED PERSON MAKES A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. (B) THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. (C) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER UPWARDLY GLOBAL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN UPWARDLY GLOBAL' BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 2. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: (A) IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. (B) IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IN ADDITION, EVERYONE WHO SIGNS THE ANNUAL COI ATTESTATION WILL LIST THEIR POSSIBLE CONFLICTS. THE CHAIR OF THE BOARD, SECRETARY OF THE BOARD, AND UPWARDLY GLOBAL'S CEO WILL RECEIVE THE LIST(S). ALL WILL BE TASKED WITH ENSURING THE CONFLICTED PARTY IS EXCLUDED FROM TRANSACTIONS THAT WOULD BE AFFECTED BY THE RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DEMONSTRATION OF ITS DEDICATION TO INTERNAL PAY EQUITY AND ALIGNMENT WITH MARKET NORMS, UPWARDLY GLOBAL EXECUTED A COMPREHENSIVE COMPENSATION BENCHMARKING ANALYSIS ENCOMPASSING ALL JOB ROLES, INCLUDING THAT OF THE CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS DILIGENTLY ASSESSED AND APPROVED THE SALARY RANGE FOR THE CHIEF EXECUTIVE OFFICER POSITION, WHILE THE SALARY RANGES FOR ALL OTHER POSITIONS, INCLUDING EXECUTIVE, WERE REVIEWED AND AUTHORIZED BY THE CHIEF EXECUTIVE OFFICER. THE LAST COMPENSATION REVIEW TOOK PLACE IN NOVEMBER 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. |
| FORM 990, PART IX, LINE 11G | STRATEGIC & ADVISORY: PROGRAM SERVICE EXPENSES 584,395. MANAGEMENT AND GENERAL EXPENSES 55,573. FUNDRAISING EXPENSES 112,121. TOTAL EXPENSES 752,089. SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 348,402. MANAGEMENT AND GENERAL EXPENSES 33,131. FUNDRAISING EXPENSES 66,844. TOTAL EXPENSES 448,377. MARKETING: PROGRAM SERVICE EXPENSES 183,091. MANAGEMENT AND GENERAL EXPENSES 17,411. FUNDRAISING EXPENSES 35,128. TOTAL EXPENSES 235,630. TRAINING: PROGRAM SERVICE EXPENSES 124,371. MANAGEMENT AND GENERAL EXPENSES 11,827. FUNDRAISING EXPENSES 23,862. TOTAL EXPENSES 160,060. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 47,808. MANAGEMENT AND GENERAL EXPENSES 4,546. FUNDRAISING EXPENSES 9,172. TOTAL EXPENSES 61,526. |