UPWARDLY GLOBAL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UPWARDLY GLOBAL (EIN 94-3346127)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349310891
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:57:14-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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) |
|---|---|---|
| In Care Of | % CADRIA HIBBERT | InCareOfNm |
| Business Name Control | UPWA | BusinessNameControlTxt |
| Phone | 4158349901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 582 Market Street Suite 1207 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JINA KRAUSE-VILMAR | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2148871234 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520183185000038 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 25D858DE85B81CAA8DEDDE0B47ADD735021FFE67 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EAC8500B00E7285B0C18CD656397BB81197149A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jina Krause-Vilmar | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 8th Avenue Suite 1100 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,953,426 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | To eliminate employment barriers for skilled immigrants and refugees and integrate this population into the professional U.S. workforce. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 74 | TotalEmployeeCnt |
| Total Volunteers | 2675 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,028,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,663,006 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $185,850 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $801 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$99,602 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,187 | CYOtherRevenueAmt |
| PY Total Revenue | $5,115,280 | PYTotalRevenueAmt |
| CY Total Revenue | $5,777,780 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,201,079 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,720,926 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $63,725 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $143,104 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $786,389 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,532,966 | PYOtherExpensesAmt |
| CY Other Expenses | $1,404,864 | CYOtherExpensesAmt |
| PY Total Expenses | $5,797,770 | PYTotalExpensesAmt |
| CY Total Expenses | $5,268,894 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$682,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $508,886 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,678,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,292,720 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $220,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $325,143 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,458,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,967,577 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ELIMINATE EMPLOYMENT BARRIERS FOR SKILLED IMMIGRANTS AND REFUGEES AND INTEGRATE THIS POPULATION INTO THE PROFESSIONAL U.S. WORKFORCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,897,955 | ExpenseAmt |
| Revenue | $5,817,201 | RevenueAmt |
| Desc | Jobseeker Services Program provided workshops, individual job search coaching, assistance, and mentoring to unemployed and underemployed low income immigrants, refugees, and political asylees with 1,670 completing our training program. We placed 915 jobseekers at an average salary of $52,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,283 | ExpenseAmt |
| Revenue | $541,400 | RevenueAmt |
| Desc | Employer Network Program provided U.S. employers with access to highly skilled, diverse, and motivated immigrant professionals. We build strong long-term relationships with employers that shift awareness, hiring practices, and company culture around immigrant inclusion. Jobversity is a social venture geared towards systems level change in the economic integration of newcomers. It delivers digital products and services to newcomers, and the organizations that serve them, to build towards a more diverse and inclusive workforce. In 2017, the Jobversity program served 7 partner organizations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,021,238 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 74 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | ME | 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 | NV | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | 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 | WA | 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 | CADRIA HIBBERT | PersonNm |
| Phone | 2122198828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 8TH AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Todd A Harding | |||||||
| BOARD CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Amy G Henry | |||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Geissel-Zervigon | |||||||
| Immed. Past Chair (THRU 12/17) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alex Lipman | |||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ana Kreacic | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bassem Moussa | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ganesh Betanabhatla | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Henning Streubel | |||||||
| Board Member (THRU 12/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Ramirez | |||||||
| BOARD VICE CHAIR (THRU 12/17) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Justin C Thornton | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kaniaru Wacieni | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kathy Taylor | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Pranav S Ramanathan | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Scott Mauvais | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Wendy Zimmermann | |||||||
| Secretary (THRU 05/17) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Winita Lau | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Nicole Cicerani | |||||||
| CEO & PRESIDENT | 50.0 | 0.0 | Yes (X) | Yes (X) | $161,733 | $0 | $0 |
| Philip Shumacher | |||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kenneth Cox | |||||||
| VP of Development | 50.0 | 0.0 | Yes (X) | $143,077 | $0 | $11,985 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $304,810 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc |
|---|---|---|---|---|
| NONPROFIT HR SOLUTIONS | ||||
| 1400 I ST NW SUITE 500 | WASHINGTON | DC | 20005 | HR MANAGEMENT SVCS. |
| SPITFIRE | ||||
| 1800 M STREET NORTH WEST STE 300N | WASHINGTON | DC | 20036 | MARKETING STRATEGY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $677,951 | FundraisingAmt |
| Government Grants | $648,084 | GovernmentGrantsAmt |
| All Other Contributions | $4,336,971 | AllOtherContributionsAmt |
| Total Contributions | $5,663,006 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARTNERSHIP FEE | 900099 | $45,000 | $45,000 |
| JOB BOARD REVENUE | 900099 | $141,400 | $141,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285 | TotalRevenueColumnAmt |
| Exclusion | $285 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$3,724 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$3,724 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,724 | TotalRevenueColumnAmt |
| Exclusion | -$3,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,652 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $677,951 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $175,646 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$76,994 | TotalRevenueColumnAmt |
| Exclusion | -$76,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,807 | TotalRevenueColumnAmt |
| Exclusion | $8,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,807 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,777,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,400 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$71,626 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,810 | TotalAmt |
| Program Services | $304,810 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,779,129 | TotalAmt |
| Program Services | $2,285,492 | ProgramServicesAmt |
| Management And General | $43,062 | ManagementAndGeneralAmt |
| Fundraising | $450,575 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,935 | TotalAmt |
| Program Services | $301,995 | ProgramServicesAmt |
| Management And General | $41,180 | ManagementAndGeneralAmt |
| Fundraising | $41,760 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,052 | TotalAmt |
| Program Services | $200,826 | ProgramServicesAmt |
| Management And General | $18,915 | ManagementAndGeneralAmt |
| Fundraising | $32,311 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,052 | TotalAmt |
| Management And General | $21,052 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,217 | TotalAmt |
| Management And General | $222,217 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,104 | TotalAmt |
| Fundraising | $143,104 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,739 | TotalAmt |
| Program Services | $382,975 | ProgramServicesAmt |
| Management And General | $7,308 | ManagementAndGeneralAmt |
| Fundraising | -$16,544 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,736 | TotalAmt |
| Program Services | $9,378 | ProgramServicesAmt |
| Management And General | $1,261 | ManagementAndGeneralAmt |
| Fundraising | $5,097 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,408 | TotalAmt |
| Program Services | $34,377 | ProgramServicesAmt |
| Management And General | $9,390 | ManagementAndGeneralAmt |
| Fundraising | $5,641 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$8,035 | TotalAmt |
| Program Services | $929 | ProgramServicesAmt |
| Management And General | -$9,913 | ManagementAndGeneralAmt |
| Fundraising | $949 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,282 | TotalAmt |
| Program Services | $362,349 | ProgramServicesAmt |
| Management And General | $20,603 | ManagementAndGeneralAmt |
| Fundraising | $72,330 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,093 | TotalAmt |
| Program Services | $48,310 | ProgramServicesAmt |
| Management And General | $10,477 | ManagementAndGeneralAmt |
| Fundraising | $44,306 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,363 | TotalAmt |
| Program Services | $304 | ProgramServicesAmt |
| Management And General | $27,991 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,237 | TotalAmt |
| Management And General | $18,237 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $3,211 | $4,024 | -$930 | $117 |
| LICENSE AND SERVICE FEE | $111,055 | $79,361 | $29,939 | $1,755 |
| PROFESSIONAL DEVELOPMENT | $11,506 | $6,108 | $478 | $4,920 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,268,894 | TotalAmt |
| Program Services | $4,021,238 | ProgramServicesAmt |
| Management And General | $461,267 | ManagementAndGeneralAmt |
| Fundraising | $786,389 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,187 | BOYAmt |
| EOY | $615,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,134 | BOYAmt |
| EOY | $401,819 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,261 | BOYAmt |
| EOY | $1,888,562 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,500 | BOYAmt |
| EOY | $68,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $206,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,637 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,452 | BOYAmt |
| EOY | $82,866 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,362 | BOYAmt |
| EOY | $235,217 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,896 | BOYAmt |
| EOY | $3,292,720 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,205 | BOYAmt |
| EOY | $257,643 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $67,500 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,205 | BOYAmt |
| EOY | $325,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,510 | BOYAmt |
| EOY | $740,753 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,181 | BOYAmt |
| EOY | $2,226,824 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,691 | BOYAmt |
| EOY | $2,967,577 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,896 | BOYAmt |
| EOY | $3,292,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $508,886 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $3,235,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,883,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,278,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,028,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,663,006 | CurrentTaxYearAmt |
| Total | $22,088,952 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,235,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,883,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,278,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,028,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,663,006 | CurrentTaxYearAmt |
| Total | $22,088,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,614,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,474,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285 | CurrentTaxYearAmt |
| Total | $4,260 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,735 | CurrentTaxYearAmt |
| Total | $511,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,604,453 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $785,800 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86154 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84557 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,467 | DepreciationAmt |
| Book Value | $27,234 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,802 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,170 | DepreciationAmt |
| Book Value | $55,632 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,866 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,358,601 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $580,821 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $580,821 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,777,780 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,777,780 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,849,715 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $580,821 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $580,821 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,268,894 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,268,894 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART X, LINE 2 THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD HAVE DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AS OF DECEMBER 31, 2016 AND IS NOT AWARE OF ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Tripi Consulting Assoc | ||||||||
| 255 Plutarch Road | Highland | NY | 12528 | DIRECT Mail | false | $32,122 | $39,146 | $32,122 |
| INTEGRAM | ||||||||
| 22695 COMMERCE CENTER COURT | Dulles | VA | 20166 | DIRECT MAIL | false | $0 | $14,480 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $32,122 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,626 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $32,122 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NY GALA | Event1Nm |
| Gross Receipts Event1 | $524,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $472,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,300 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $70,319 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,284 | OtherDirectExpensesEvent1Amt |
| Event2 | Chicago GALA | Event2Nm |
| Gross Receipts Event2 | $164,518 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $124,173 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,345 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,787 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $25,650 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,172 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $87,835 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $80,828 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,007 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,592 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,776 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,466 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $776,603 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $677,951 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $98,652 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $91,698 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,426 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,922 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $175,646 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$76,994 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I | FormAndLineReferenceDesc |
| Explanation | DIRECT MAIL Upwardly Global is pursuing a conscious investment strategy in direct mail to build donor awareness of its mission and to engage donors regularly and to build a more stable donor base over the long-term. This is consistent with the overall goal of growing unrestricted and individual giving. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nicole Cicerani | ||||||||||||||
| CEO & PRESIDENT | $161,600 | $0 | $0 | $0 | $133 | $0 | $0 | $0 | $0 | $0 | $161,733 | $0 | $0 | $0 |
| Kenneth Cox | ||||||||||||||
| VP of Development | $139,490 | $0 | $0 | $0 | $3,587 | $0 | $0 | $0 | $0 | $0 | $143,077 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Review Process | FORM 990, PART VI, LINE 11 THE RESPONSIBILITY FOR THE FORMAL REVIEW OF THE FORM 990 LIES WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE FULL BOARD ACCEPTING OR REJECTING THE RECOMMENDATION OF THE FINANCE 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 FINANCE COMMITTEE FOR REVIEW. IN COLLABORATION WITH MANAGEMENT, THE FINANCE 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 FINANCE 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 FINANCE COMMITTEE MEETING NOTES, AND THE ACCEPTANCE OF THE FULL BOARD IS RECORDED IN BOARD MEETING NOTES. CONFLICT OF INTEREST POLICY & MONITORING FORM 990, PART VI, LINE 12 UPWARDLY GLOBAL HAS IMPLEMENTED AN ANNUAL CONFLICT OF INTEREST SIGNOFF PROCESS FOR ALL EMPLOYEES AND DIRECTORS IN 2017 AND IS FULLY COMPLIANT. 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. |
| PROCESS USED TO DETERMINE EXECUTIVE COMPENSATION | FORM 990, PART VI, LINE 15A IN 2015, THE ORGANIZATION CONDUCTED A THIRD PARTY, INDEPENDENT EVALUATION OF COMPENSATION FOR ALL POSITIONS IN THE ORGANIZATION, INCLUDING THE CEO AND TOP MANAGEMENT POSITIONS IN COLLABORATION WITH A SUBSET OF THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE OF THE BOARD. A REVIEW OF THE ASSESSMENT WAS COMPLETED AND A COMPENSATION RANGE WAS SET AND APPROVED FOR PERFORMANCE INCREASES IN FY16. Upwardly Global did not conduct a new compensation evaluation in 2017; however, with the introduction of the new President & CEO in 2018, an independent compensation survey was commissioned to ensure that Upwardly Global is paying a competitive salary when compared to its peer organizations. The organization is in the process of undertaking a compensation review in 2018 which will be described in further detail on the subsequent form 990. |
| FORM 990, PART VI, LINE 15B | IN 2015, THE ORGANIZATION CONDUCTED A THIRD PARTY, INDEPENDENT EVALUATION OF COMPENSATION FOR ALL POSITIONS IN THE ORGANIZATION. A REVIEW OF THE ASSESSMENT WAS COMPLETED AND A COMPENSATION RANGE WAS SET AND APPROVED FOR PERFORMANCE INCREASES IN FY16. THE ASSESSMENT IDENTIFIED THE NEED FOR SOME ONE-TIME SALARY ADJUSTMENTS IN KEY POSITIONS, WHICH WERE APPROVED BY THE BOARD AND IMPLEMENTED IN EARLY 2016. Upwardly Global did not conduct a new compensation evaluation in 2017; however, with the introduction of the new President & CEO in 2018, an independent compensation survey was commissioned to ensure that Upwardly Global is paying a competitive salary when compared to its peer organizations. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | 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 ARE AVAILABLE ON THE WEBSITE. |
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