2025-10-17T06:28:49-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 943346127 UPWARDLY GLOBAL UPWA 2122198828 505 8TH AVENUE 1704 NEW YORK NY 10018 ALICE KANG PRESIDENT 2122198828 2025-10-17 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z ALICE KANG 505 8TH AVENUE 1704 NEW YORK NY 10018 29040340 0 X WWW.UPWARDLYGLOBAL.ORG X 1999 CA SEE SCHEDULE O 12 12 119 1262 0 0 20709887 26041509 1066130 1149752 671802 1473273 -56778 -84123 22391041 28580411 287923 711496 0 0 9745759 12907053 0 0 1362646 3625697 4657097 13659379 18275646 8731662 10304765 31782416 42583791 2181179 2676737 29601237 39907054 X UPWARDLY GLOBAL REMOVES EMPLOYMENT BARRIERS FOR IMMIGRANT, REFUGEE, AND ASYLEE PROFESSIONALS WHILE ADVANCING THE INCLUSION OF THEIR SKILLS INTO THE U.S. ECONOMY. 0 0 9717002 336495 JOB SEEKERS: UPWARDLY GLOBAL'S CAREER COACHING PROGRAM HELPED PLACE MORE THAN 1,500 JOB SEEKERS IN JOBS WITH AN AVERAGE STARTING SALARY OF OVER $67,000 IN 2024 ALONE. WE PROVIDE ONE-ON-ONE CAREER COACHING, INDUSTRY-SPECIFIC SERVICES, RESKILLING AND UPSKILLING COURSES, AND EMPLOYER NETWORKING EVENTS. THESE OFFERINGS HELP THEM FULLY UTILIZE THEIR EDUCATION AND SKILLS SO THEY CAN RETURN TO WORK IN THEIR PROFESSIONAL FIELD. 4288332 375000 1149752 WORKFORCE PARTNERS: FOR IMMIGRANT-SERVING ORGANIZATIONS SUCH AS WORKFORCE AGENCIES, COMMUNITY COLLEGES, AND REFUGEE RESETTLEMENT AGENCIES, UPWARDLY GLOBAL PROVIDES TECHNOLOGY AND KNOW-HOW TO BUILD AN INCLUSIVE WORKFORCE. OUR PROVEN DIGITAL LEARNING TOOLS INCLUDE A JOB SEEKER CURRICULUM FOCUSED ON SOFT-SKILL DEVELOPMENT AND JOB-READINESS TRAINING AND A COACHING CURRICULUM THAT TRAINS FRONTLINE STAFF TO BETTER SERVE IMMIGRANT JOB SEEKERS. WORKFORCE PARTNERS ACCESS TECHNICAL ASSISTANCE, DEDICATED ACCOUNT MANAGEMENT, AND OUR EMPLOYER NETWORK. (SEE SCHEDULE O FOR CONTINUATION) EMPLOYERS: UPWARDLY GLOBAL COLLABORATES WITH EMPLOYERS TO HELP THEM FIND AND HIRE THE SKILLED TALENT THEY NEED. COMPANIES GAIN ACCESS TO QUALIFIED CANDIDATES TO FILL CRITICAL ROLES, ENSURING BUSINESSES, COMMUNITIES, AND THE ECONOMY CAN THRIVE. WE PROVIDE CUSTOMIZED TRAINING AND SUPPORT TO TALENT ACQUISITION TEAMS WITH INCLUSION TRAINING TO COMPLEMENT COMPANIES' UNCONSCIOUS BIAS INITIATIVES STARTING WITH INCLUSIVE PRACTICES FOR IMMIGRANTS AND REFUGEES THAT BENEFIT ALL EMPLOYEES. 14005334 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 45 0 1 119 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 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 VA WV WI X X CHRISTINE GINSBURG 2122198828 505 8TH AVE 1704 NEW YORK NY 10018 TAMMI LING BOARD CHAIR 3.00 X X 0 0 0 STEVEN OSTLER VICE CHAIR 3.00 X X 0 0 0 HEATHER REILLY BOARD SECRETARY 3.00 X X 0 0 0 ROBERT GARECHANA TREASURER 3.00 X X 0 0 0 VIVEK VAIDYA BOARD MEMBER 2.00 X 0 0 0 AU NGUYEN BOARD MEMBER 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-RETIRED ( 8/1/2024) 2.00 X 0 0 0 MINDI COX BOARD MEMBER 2.00 X 0 0 0 ARNAB CHAKRABORTY BOARD MEMBER-RETIRED (9/1/2024) 2.00 X 0 0 0 GARRETT KENNEDY BOARD MEMBER EFFECTIVE (5/16/2024) 2.00 X 0 0 0 JASMEET KRAUSE-VILMAR CHIEF EXECUTIVE OFFICER 50.00 X 384632 0 10333 CHRISTINE GINSBURG VICE PRESIDENT OF FINANCE & ADMINISTRATION 50.00 X 183063 0 46467 JOSHUA WINTER CHIEF OPERATING OFFICER 50.00 X 204167 0 6668 AVIGAIL ZIV VICE PRESIDENT OF PROGRAMS 50.00 X 182818 0 7890 OSMAN KHALID VICE PRESIDENT OF TECHNOLOGY 50.00 X 170491 0 40613 MAHA ALI VICE PRESIDENT OF PEOPLE & CULTURE 50.00 X 188616 0 20074 RUTH LLANOS-VOS DIRECTOR OF PRODUCT MANAGEMENT 50.00 X 161979 0 41317 DIANE SHOHET VICE PRESIDENT OF DEVELOPMENT 50.00 X 194566 0 3839 JOSHUA GARNER STRATEGIC COMMUNICATIONS DIRECTOR 50.00 X 168984 0 12293 1839316 0 189494 23 0 1 0 FUNDACJA ROZWOJU SPOLECZESTWA INFORMACYJ 00-359 WARSAW UL KOPERNIKA 17 WARSZAWA PL 02116 SUB-GRANTEE 242909 SALESFORCEORG 415 MISSION STREET 3RD FLOOR SAN FRANCISCO CA 94105 SUBSCRIPTION LICENSES 198723 VRP CONSULTING INC 268 BUSH STREET 3836 SAN FRANCISCO CA 94104 OUTSOURCING SERVICES FOR DIGITAL PRODUCT 177048 LEARNINGMATE SOLUTIONS INC 100 CANAL POINTE BLVD SUITE 123 PRINCETON NJ 08540 COACHING CODIFICATION AND CURRICULUM DES 148303 EF CORPORATE EDUCATION INC 2 EDUCATION CIRCLE CAMBRIDGE MA 02141 SUBSCRIPTION LICENSES 113950 7 418519 1860473 23762517 30069 26041509 EARNED REVENUE 900099 1149752 1149752 1149752 1469770 1469770 337244 333741 3503 3503 3503 42065 418519 126188 -84123 -84123 28580411 1149752 0 1389150 473867 473867 237629 237629 1026038 669346 247409 109283 9234306 7018750 1500965 714591 212079 164026 40356 7697 1657553 1288913 293960 74680 777077 601365 107448 68264 51747 51747 64736 64736 72037 72037 1577188 1317128 155240 104820 425226 420711 4515 164235 102402 44000 17833 384238 255879 91179 37180 343433 259850 62196 21387 326940 232991 65502 28447 126241 70851 20345 35045 111802 107113 3245 1444 60206 45444 10216 4546 RESKILLING EXPENSE 457698 457698 MISCELLANEOUS 227948 128325 36150 63473 PROFESSIONAL DEV'L 131090 73572 21127 36391 PROCESSING FEES 93056 57824 12891 22341 39276 21650 6917 10709 18275646 14005334 2907666 1362646 1568439 2182990 10155463 1761020 363224 401256 8933136 7900795 128803 347680 732416 175883 668335 556533 8758681 28278066 1206335 1155451 31782416 42583791 887455 1538068 204896 156963 1088828 981706 2181179 2676737 X 12526222 31051576 17075015 8855478 29601237 39907054 31782416 42583791 10304765 1052 0 X 0 1 X 1 1 1 X 6738370 11624463 18348946 20709887 26041509 83463175 6738370 11624463 18348946 20709887 26041509 83463175 10172497 73290678 21624 237 14416 672813 1469770 2178860 2528 6727 6498 15753 85657788 3967817 0.85560 0.79690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 18275646 18275646 1000000 250000 0 0 494685 500299 832336 1000000 2827320 4240980 1917 480 1183 0 3580 123671 125075 208084 250000 706830 1060245 203 203 7525 3763 3762 10000 4405 5595 714891 167715 547176 556533 REFUNDABLE ADVANCES 160048 OPERATING LEASE LIABILITIES 821658 981706 31844916 1052 3335490 3336542 28508374 72037 72037 28580411 21539099 3335490 3335490 18203609 72037 72037 18275646 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES PROFESSIONAL SERVICES AND OTHER 72893 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 CONTRACTOR - POLAND UKRAINIAN REFUGEE PROGRA 237629 0 1 0 0 0 1 310522 0 310522 EUROPE CONTRACTOR - POLAND UKRAINIAN REFUGEE PROGRAM 237629 WIRE TRANSFER 0 1 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 CONTRACTUAL AGREEMENTS. DELIVERABLES ARE MONITORED AGAINST GRANT REQUIREMENTS TO ENSURE COMPLIANCE. IN 2024, THE RECIPIENT ORGANIZATION SUBMITTED PROJECT BUDGETS AND DETAILED REPORTS THROUGH JUNE. STARTING IN JULY 2024, THEY WERE SWITCHED TO A FLAT FEE PAYMENT SCHEDULE; QUARTERLY REPORTS ARE SUBMITTED ALLOWING DELIVERABLES TO BE MONITORED AGAINST GRANT REQUIREMENTS ANNUAL GALA 460584 418519 42065 17742 53228 25616 29602 460584 418519 42065 17742 53228 25616 29602 126188 -84123 1 ASIAN RESOURCES INC 6270 ELDER CREEK RD SACRAMENTO CA 95824 942658135 501(C)3 25000 0 GRANTEE CHURCH WORLD SERVICE INC 28606 PHILLIPS STREET PO BOX 968 ELKHART IN 46515 134080201 501(C)3 100000 0 GRANTEE HISPANIC FEDERATION INC 55 EXCHANGE PL STE 501 NEW YORK NY 10005 133573852 501(C)3 150000 0 GRANTEE MONTGOMERY COLLEGE 51 MANNAKEE ST CC 220 ROCKVILLE MD 20850 520891845 SECTION 115 56019 0 SUBGRANTEE - SCHOLARSHIP REIMBURSEMENT MY CONNECT COMMUNITY 6700B BELLAIRE BLVD HOUSTON TX 77074 811424233 501(C)3 5521 0 SUBGRANTEE PARS EQUALITY CENTER 1635 THE ALAMEDA SAN JOSE CA 95126 272969900 501(C)3 31385 0 SUBGRANTEE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS 3211 4TH ST NE WASHINGTON DC 20017 530196617 501(C)3 100000 0 GRANTEE 7 0 PART I, LINE 2: GRANTEE ORGANIZATIONS SUBMITTED A BUDGET AND/OR PROGRAMMATIC GOALS FOR THE PROJECT WHICH WERE APPROVED BY UPGLO. EXPENDITURES ARE SUBSTANTIATED BY INVOICES AND DETAILED FINANCIAL AND/OR PROGRAMMATIC DELIVERABLES REPORTS, AND ARE MONITORED AGAINST THE APPROVED BUDGET AND DELIVERABLE GRANT REQUIREMENTS TO ENSURE COMPLIANCE. X X 1 0 0 0 0 0 0 1 0 JASMEET KRAUSE-VILMAR CHIEF EXECUTIVE OFFICER 334632 0 50000 0 0 0 10100 0 233 0 394965 0 0 0 CHRISTINE GINSBURG VICE PRESIDENT OF FINANCE & ADMINIST 177063 0 6000 0 0 0 5712 0 40755 0 229530 0 0 0 OSMAN KHALID VICE PRESIDENT OF TECHNOLOGY 156491 0 14000 0 0 0 0 0 40613 0 211104 0 0 0 JOSHUA WINTER CHIEF OPERATING OFFICER 202167 0 2000 0 0 0 6458 0 210 0 210835 0 0 0 MAHA ALI VICE PRESIDENT OF PEOPLE & CULTURE 180616 0 8000 0 0 0 5723 0 14351 0 208690 0 0 0 RUTH LLANOS-VOS DIRECTOR OF PRODUCT MANAGEMENT 160979 0 1000 0 0 0 4980 0 36337 0 203296 0 0 0 DIANE SHOHET VICE PRESIDENT OF DEVELOPMENT 129395 0 2000 0 63171 0 3723 0 116 0 198405 0 0 0 AVIGAIL ZIV VICE PRESIDENT OF PROGRAMS 181818 0 1000 0 0 0 5613 0 2277 0 190708 0 0 0 JOSHUA GARNER STRATEGIC COMMUNICATIONS DIRECTOR 127020 0 3000 0 38964 0 2159 0 10134 0 181277 0 0 0 PART I, LINE 4A JOSHUA GARNER - SEVERANCE $38,963.85 DIANE SHOHET - SEVERANCE $63,170.64 PART I, LINE 7 DURING THE YEAR THE FOLLOWING INDIVIDUALS RECEIVED PERFORMANCE BASED BONUSES: JASMEET KRAUSE-VILMAR $50,000 OSMAN, KHALID $14,000 MAHA ALI $8,000 CHRISTINE GINSBURG $6,000 JOSHUA GARNER $3,000 JOSHUA WINTER $2, 000 DIANE SHOHET $2 ,000 RUTH LLANOS-VOS $1,000 AVIGAIL ZIV $1,000 X 5 30069 FMV 0 0 0 0 FORM 990, PART I LINE 1: UPWARDLY GLOBAL ADVANCES WORKFORCE INCLUSION FOR WORK-AUTHORIZED IMMIGRANTS, REFUGEES, AND ASYLEES WITH PROFESSIONAL EXPERIENCE AND INTERNATIONAL DEGREES BY HELPING THEM SECURE JOBS AT THEIR SKILL LEVEL TO ENSURE A DIVERSE WORKFORCE, BUILD RESILIENT COMMUNITIES, AND CONTRIBUTE TO A ROBUST U.S. ECONOMY. TO DO THIS, WE HELP IMMIGRANTS SECURE SKILL-ALIGNED CAREERS BY SUPPORTING THEM AND THE ORGANIZATIONS THAT SERVE THEM WITH INDUSTRY-SPECIFIC COACHING AND DIGITAL TRAINING. WE ENGAGE EMPLOYERS IN INCLUSIVE HIRING PRACTICES AND OPENING OPPORTUNITIES. AND WE ADVANCE POLICIES AND NARRATIVES THAT CREATE SHARED PROSPERITY, FOSTER THRIVING COMMUNITIES, AND PROMOTE ECONOMIC GROWTH. OVER 25 YEARS, UPWARDLY GLOBAL HAS HELPED OVER 11,000 IMMIGRANTS, REFUGEES, AND ASYLEES OBTAIN THRIVING-WAGE CAREERS. FORM 990, PART VI, SECTION B, LINE 11B THE RESPONSIBILITY FOR THE FORMAL REVIEW OF THE FORM 990 LIES WITH THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE MAJORITY OF THE BOARD ACCEPTING OR REJECTING THE FILING. WITH THE SUPPORT AND INPUT FROM THE ORGANIZATION'S CPA FIRM, MANAGEMENT COMPLETES AND REVIEWS THE FORM 990 BEFORE FORMALLY PRESENTING IT TO THE BOARD. IN COLLABORATION WITH MANAGEMENT, THE BOARD DIRECTS RELEVANT EDITS OR CHANGES TO BE MADE BY THE ORGANIZATION'S CPA AND DOES A FINAL APPROVAL AFTER ALL CHANGES ARE FINALIZED. THE APPROVAL OF THE FORM 990 IS RECORDED IN THE 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.