2024-11-01T13:04:54-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 943346127 UPWARDLY GLOBAL UPWA 2122198828 505 8TH AVENUE 1704 NEW YORK NY 10018 JASMEET KRAUSE-VILMAR PRESIDENT & CEO 2122198828 2024-11-01 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z JASMEET KRAUSE-VILMAR 505 8TH AVENUE 1704 NEW YORK NY 10018 22917582 0 X WWW.UPWARDLYGLOBAL.ORG X 1999 CA SEE PART III, LINE 1. 15 15 107 2630 0 0 18348946 20709887 1064285 1066130 14695 671802 -121974 -56778 19305952 22391041 22533 287923 0 0 7325240 9745759 0 0 1065323 1968620 3625697 9316393 13659379 9989559 8731662 23406064 31782416 2536489 2181179 20869575 29601237 X UPWARDLY GLOBAL DISMANTLES EMPLOYMENT BARRIERS FOR IMMIGRANT, REFUGEE, AND ASYLEE PROFESSIONALS WHILE ADVANCING THE INCLUSION OF THEIR SKILLS INTO THE U.S. ECONOMY. 0 0 8667283 227924 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. 1758191 60000 1066130 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 10425474 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 58 0 1 107 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X CHRISTINE GINSBURG 2122198828 505 8TH AVE 1704 NEW YORK NY 10018 TAMMI LING CHAIR 3.00 X X 0 0 0 STEVEN OSTLER VICE CHAIR 3.00 X X 0 0 0 HEATHER REILLY SECRETARY (FROM 3/6/2023) 3.00 X X 0 0 0 ROBERT GARECHANA TREASURER 3.00 X X 0 0 0 PHILIPP SCHUMACHER BOARD MEMBER, (UNTIL 12/31/2023) 2.00 X 0 0 0 VIVEK VAIDYA BOARD MEMBER 2.00 X 0 0 0 ROSALYN CHEN BOARD MEMBER, (UNTIL 12/31/2023) 2.00 X 0 0 0 AU NGUYEN BOARD MEMBER 2.00 X 0 0 0 CAIO ZAPATA BOARD MEMBER, (UNTIL 2/13/2023) 2.00 X 0 0 0 MOHAMMAD SEDIQ HAZRATZAI BOARD MEMBER 2.00 X 0 0 0 RJ FOX BOARD MEMBER 2.00 X 0 0 0 SHAUN SMITH BOARD MEMBER 2.00 X 0 0 0 TONY GONCALVES BOARD MEMBER 2.00 X 0 0 0 LUCY WALTON BOARD MEMBER 2.00 X 0 0 0 MINDI COX BOARD MEMBER, (FROM 9/15/2023) 2.00 X 0 0 0 ARNAB CHAKRABORTY BOARD MEMBER, (FROM 9/15/2023) 2.00 X 0 0 0 JASMEET KRAUSE-VILMAR CEO & PRESIDENT 50.00 X 304229 0 9379 CHRISTINE GINSBURG VP OF FINANCE & ADMINISTRATION 50.00 X 146611 0 42764 ALI MAHA VP OF PEOPLE & CULTURE 50.00 X 155576 0 18847 DIANE SHOHET VP OF DEVELOPMENT 50.00 X 158023 0 4899 JOSHUA GARNER STRATEGIC COMMUNICATIONS DIRECTOR 50.00 X 146815 0 11873 STEPHANIE ALMAN NATIONAL DIR. OF EMPLOYMENT SRVCS 50.00 X 136447 0 14936 JOSHUA WINTER COO (FROM 3/6/2023) 50.00 X 143256 0 4438 1190957 0 107136 13 0 1 0 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE ST 3700B BOSTON MA 02116 STRATEGIC PLANNING 403940 ACCENTURE 500 W MADISON ST CHICAGO IL 60661 PROGRAM MANAGEMENT TO LAUNCH PORTAL 296581 FUNDACJA ROZWOJU SPOLECZESTWA INFORMACYJ KOPERNIKA 10 00-359 WARSZAWA PL SUB-GRANTEE 128086 RESEARCH FDN FOR THE STATE UNIVERSITY OF 2321 COMPUTER SCIENCE BUILDING STONY BROOK NY 11794 TRAINING FOR PROGRAM PARTICIPANTS 113875 GRAHAM-PELTON ASSOCIATES INC 39 BEECHWOOD ROAD SUMMIT NJ 07901 INTERIM STAFFING AND PHILANTHROPIC PLANN 113000 9 625258 2209637 17874992 70336 20709887 EARNED REVENUE 900099 1066130 1066130 1066130 672813 672813 402972 403983 -1011 -1011 -1011 65780 625258 122558 -56778 -56778 22391041 1066130 0 615024 X 128608 128608 159315 159315 502983 238463 186118 78402 7253251 5596423 1181568 475260 158786 126544 26847 5395 1224274 972232 195873 56169 606465 457116 106969 42380 26136 26136 44728 44728 12664 12664 1657682 1288067 122488 247127 238064 238064 67478 42084 18235 7159 295900 210003 60654 25243 340101 255925 70172 14004 262899 199468 39747 23684 85152 51904 16144 17104 28112 23675 3198 1239 43076 32668 7502 2906 RESKILLING EXPENSE 232204 232204 MISCELLANEOUS 132960 82082 23830 27048 PROCESSING FEES 91241 50643 11572 29026 PROFESSIONAL DEV'L 33409 20364 6334 6711 33891 19622 7803 6466 13659379 10425474 2168582 1065323 8140053 1568439 10892589 10155463 361182 363224 2476946 8933136 59246 128803 739681 71346 147731 668335 8758681 1328317 1206335 23406064 31782416 672262 887455 402992 204896 1461235 1088828 2536489 2181179 X 8945007 12526222 11924568 17075015 20869575 29601237 23406064 31782416 8731662 0 X 0 1 X 1 1 1 X 6528091 6738370 11624463 18348946 20709887 63949757 6528091 6738370 11624463 18348946 20709887 63949757 12404118 51545639 3602 21624 237 14416 672813 712692 1739 2528 6727 6498 17492 64679941 3171736 0.79690 0.84680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1183 1183 13645532 13646715 832336 208084 0 0 433525 494685 500299 832336 2260845 3391268 5961 1917 480 1183 9541 108381 123671 125075 208084 565211 847817 141 203 344 7525 2258 5267 11944 4738 7206 720212 64350 655862 668335 REFUNDABLE ADVANCES 69305 OPERATING LEASE LIABILITIES 1019523 1088828 26241094 3862717 3862717 22378377 12664 12664 22391041 17509432 3862717 3862717 13646715 12664 12664 13659379 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES PROFESSIONAL FEES, TRAVEL AND OTHER 87604 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 159315 0 1 0 0 0 1 246919 0 246919 EUROPE SUBGRANTEE POLAND UKRAINIAN REFUGEE PROGRAM 25950 WIRE TRANSFER 0 EUROPE SUBGRANTEE POLAND UKRAINIAN REFUGEE PROGRAM 133365 WIRE TRANSFER 0 2 0 0 0 0 0 0 0 PART I, LINE 2: 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. EVENT 691038 625258 65780 16465 51155 38282 16656 691038 625258 65780 16465 51155 38282 16656 122558 -56778 1 MONTGOMERY COLLEGE 51 MANNAKEE ST CC 220 ROCKVILLE MD 20850 520891845 SECTION 115 22009 0 SCHOLARSHIP REIMBURSEMENT PARS EQUALITY CENTER 1635 THE ALAMEDA SAN JOSE CA 95126 272969900 501(C)3 18602 0 SUBGRANTEE JOBS FOR HUMANITY INC 18117 BISCAYNE BLVD 3016 AVENTURA FL 33160 854081854 501(C)3 50000 0 SUBGRANTEE WASHINGTON ACADEMY FOR INTERNATIONAL MEDICAL GRADUATES 3100 S 208TH ST SEATTLE WA 98198 834541708 C-CORP 12500 0 SUBGRANTEE NATIONAL IMMIGRATION FORUM 10 G ST NE STE 500 WASHINGTON DC 20002 131776711 501(C)3 9997 0 SUBGRANTEE CENTER FOR LAW AND SOCIAL POLICY 1310 L STREET NW STE 900 WASHINGTON DC 20005 237000150 CORPORATION 10000 0 SUBGRANTEE 4 2 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 1 0 JASMEET KRAUSE-VILMAR CEO & PRESIDENT 269229 0 35000 0 0 0 9158 0 221 0 313608 0 0 0 CHRISTINE GINSBURG VP OF FINANCE & ADMINISTRATION 146611 0 0 0 0 0 4620 0 38144 0 189375 0 0 0 ALI MAHA VP OF PEOPLE & CULTURE 147576 0 8000 0 0 0 4808 0 14039 0 174423 0 0 0 DIANE SHOHET VP OF DEVELOPMENT 158023 0 0 0 0 0 4733 0 166 0 162922 0 0 0 JOSHUA GARNER STRATEGIC COMMUNICATIONS DIRECTOR 146815 0 0 0 0 0 0 0 11873 0 158688 0 0 0 STEPHANIE ALMAN NATIONAL DIR. OF EMPLOYMENT SRVCS 128447 0 8000 0 0 0 4133 0 10803 0 151383 0 0 0 PART I, LINE 7 DURING THE YEAR THE FOLLOWING INDIVIDUALS RECEIVED PERFORMANCE BASED BONUSES: JASMEET KRAUSE-VILMAR $35,000 ALI MAHA $8,000 ALMAN STEPHANIE $8,000 X 5 70336 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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.