2018-11-14T15:57:14-06:00 2017-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 4TH FLOOR NEW YORK NY 100172013 990 2017-01-01 943346127 UPWARDLY GLOBAL % CADRIA HIBBERT UPWA 4158349901 582 Market Street Suite 1207 San Francisco CA 94104 JINA KRAUSE-VILMAR President & CEO 2148871234 2018-11-14 true Scott Thompsett P00741490 2125990100 209.220.136.124 26377520183185000038 2018-11-14 P 25D858DE85B81CAA8DEDDE0B47ADD735021FFE67 EAC8500B00E7285B0C18CD656397BB81197149A9 2017 2019-02-21 02:37:17Z Jina Krause-Vilmar 505 8th Avenue Suite 1100 New York NY 10018 5953426 false X www.upwardlyglobal.org X 1999 CA To eliminate employment barriers for skilled immigrants and refugees and integrate this population into the professional U.S. workforce. 14 13 74 2675 0 5028231 5663006 185850 186400 801 -3439 -99602 -68187 5115280 5777780 0 0 0 0 4201079 3720926 63725 143104 786389 1532966 1404864 5797770 5268894 -682490 508886 2678896 3292720 220205 325143 2458691 2967577 TO ELIMINATE EMPLOYMENT BARRIERS FOR SKILLED IMMIGRANTS AND REFUGEES AND INTEGRATE THIS POPULATION INTO THE PROFESSIONAL U.S. WORKFORCE. false false 3897955 5817201 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. 123283 541400 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. 4021238 true true false false false false false false false false true false false true false true true false false false false false false true true false false false false true false false false false false false false false false false false false false false false false false true 24 0 true 74 true false false false false false true true false false false false X 14 13 false false false false false false false true true false false true true true true true true true true false AL AK AR CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WV WI X X CADRIA HIBBERT 2122198828 505 8TH AVENUE New York NY 10018 Todd A Harding BOARD CHAIR 3.0 0.0 X X 0 0 0 Amy G Henry BOARD MEMBER 2.0 0.0 X 0 0 0 Jennifer Geissel-Zervigon Immed. Past Chair (THRU 12/17) 3.0 0.0 X X 0 0 0 Alex Lipman BOARD MEMBER 2.0 0.0 X 0 0 0 Ana Kreacic Board Member 2.0 0.0 X 0 0 0 Bassem Moussa Board Member 2.0 0.0 X 0 0 0 Ganesh Betanabhatla Board Member 2.0 0.0 X 0 0 0 Henning Streubel Board Member (THRU 12/17) 2.0 0.0 X 0 0 0 Jennifer Ramirez BOARD VICE CHAIR (THRU 12/17) 3.0 0.0 X X 0 0 0 Justin C Thornton Board Member 2.0 0.0 X 0 0 0 Kaniaru Wacieni Board Member 2.0 0.0 X 0 0 0 Kathy Taylor Board Member 2.0 0.0 X 0 0 0 Pranav S Ramanathan Board Member 2.0 0.0 X 0 0 0 Scott Mauvais Board Member 2.0 0.0 X 0 0 0 Wendy Zimmermann Secretary (THRU 05/17) 3.0 0.0 X X 0 0 0 Winita Lau Board Member 2.0 0.0 X 0 0 0 Nicole Cicerani CEO & PRESIDENT 50.0 0.0 X X 161733 0 0 Philip Shumacher Board Member 2.0 0.0 X 0 0 0 Kenneth Cox VP of Development 50.0 0.0 X 143077 0 11985 304810 0 11985 4 false true false 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 0 677951 648084 4336971 5663006 PARTNERSHIP FEE 900099 45000 45000 JOB BOARD REVENUE 900099 141400 141400 186400 285 285 0 0 0 0 0 -3724 -3724 -3724 -3724 98652 677951 175646 -76994 -76994 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 8807 8807 8807 5777780 186400 -71626 0 0 0 0 304810 304810 0 2779129 2285492 43062 450575 0 384935 301995 41180 41760 252052 200826 18915 32311 0 21052 21052 222217 222217 0 143104 143104 0 373739 382975 7308 -16544 15736 9378 1261 5097 49408 34377 9390 5641 -8035 929 -9913 949 0 455282 362349 20603 72330 103093 48310 10477 44306 0 0 0 0 28363 304 27991 68 18237 18237 MISCELLANEOUS 3211 4024 -930 117 LICENSE AND SERVICE FEE 111055 79361 29939 1755 PROFESSIONAL DEVELOPMENT 11506 6108 478 4920 5268894 4021238 461267 786389 367187 615295 287134 401819 1712261 1888562 0 0 0 0 0 0 0 0 0 0 31500 68961 206503 123637 99452 82866 0 0 0 0 0 0 0 0 181362 235217 2678896 3292720 220205 257643 0 0 0 67500 0 0 0 0 0 0 0 0 0 0 0 0 220205 325143 X 630510 740753 1828181 2226824 0 0 2458691 2967577 2678896 3292720 508886 X X false true X true false X 3235644 3883660 4278411 5028231 5663006 22088952 0 0 3235644 3883660 4278411 5028231 5663006 22088952 2614433 19474519 1369 984 821 801 285 4260 0 113500 120088 81323 92595 103735 511241 22604453 785800 0.86154 0.84557 X 88701 61467 27234 117802 62170 55632 82866 0 0 X 6358601 580821 580821 5777780 5777780 5849715 580821 580821 5268894 5268894 FIN 48 (ASC 740) FOOTNOTE 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. X X X X X X X true Tripi Consulting Assoc 255 Plutarch Road Highland NY 12528 DIRECT Mail false 32122 39146 32122 INTEGRAM 22695 COMMERCE CENTER COURT Dulles VA 20166 DIRECT MAIL false 0 14480 0 32122 53626 32122 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NY GALA 524250 472950 51300 0 0 70319 0 3000 35284 Chicago GALA 164518 124173 40345 0 0 18787 25650 500 6172 5 87835 80828 7007 0 0 2592 6776 100 6466 776603 677951 98652 0 0 91698 32426 3600 47922 175646 -76994 FORM 990, SCHEDULE G, PART I 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. X X X X false false false false false false false false false Nicole Cicerani CEO & PRESIDENT 161600 0 0 0 133 0 0 0 0 0 161733 0 0 0 Kenneth Cox VP of Development 139490 0 0 0 3587 0 0 0 0 0 143077 0 0 0 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.