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Nonprofiteer
← UPWARDLY GLOBAL

Form 990 for tax year 2024

Filed by UPWARDLY GLOBAL.

Totals

Total revenue
$28,580,411
Total expenses
$18,275,646
Contributions and grants received
$26,041,509
Grants paid
$711,496
Program service revenue
$1,149,752
Investment income
$1,473,273
Other revenue
-$84,123
Total assets, end of year
$42,583,791
Total liabilities, end of year
$2,676,737
Net assets or fund balances, end of year
$39,907,054
Program services expenses (Part IX)
$14,005,334
Management and general expenses
$2,907,666
Fundraising expenses
$1,362,646
Program service expenses (Part III)
$14,005,334

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $418,519

  • 1e · Government grants (contributions)

    $1,860,473

  • 1f · All other contributions, gifts and grants

    $23,762,517

  • 1g · Noncash contributions included above

    $30,069

  • 2a · Program service revenue: EARNED REVENUE

    total $1,149,752 · related or exempt $1,149,752

  • 3 · Investment income

    total $1,469,770 · excluded $1,469,770

  • 7a · Gross sales of assets other than inventory

    securities $337,244

  • 7b · Less cost or other basis and sales expenses

    securities $333,741

  • 7c · Gain or loss

    securities $3,503

  • 7d · Net gain or loss

    total $3,503 · excluded $3,503

  • 8a · Fundraising events: gross income

    $42,065

  • 8a · Fundraising events: contributions included on line 1c

    $418,519

  • 8b · Fundraising events: direct expenses

    $126,188

  • 8c · Net income from fundraising events

    total -$84,123 · excluded -$84,123

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $473,867 · program services $473,867

  • 3 · Grants to foreign organizations and individuals

    total $237,629 · program services $237,629

  • 5 · Compensation of officers, directors and key employees

    total $1,026,038 · program services $669,346 · management and general $247,409 · fundraising $109,283

  • 7 · Other salaries and wages

    total $9,234,306 · program services $7,018,750 · management and general $1,500,965 · fundraising $714,591

  • 8 · Pension plan contributions

    total $212,079 · program services $164,026 · management and general $40,356 · fundraising $7,697

  • 9 · Other employee benefits

    total $1,657,553 · program services $1,288,913 · management and general $293,960 · fundraising $74,680

  • 10 · Payroll taxes

    total $777,077 · program services $601,365 · management and general $107,448 · fundraising $68,264

  • 11b · Fees: legal

    total $51,747 · management and general $51,747

  • 11c · Fees: accounting

    total $64,736 · management and general $64,736

  • 11f · Fees: investment management

    total $72,037 · management and general $72,037

  • 11g · Fees: other

    total $1,577,188 · program services $1,317,128 · management and general $155,240 · fundraising $104,820

  • 12 · Advertising and promotion

    total $425,226 · program services $420,711 · fundraising $4,515

  • 13 · Office expenses

    total $164,235 · program services $102,402 · management and general $44,000 · fundraising $17,833

  • 14 · Information technology

    total $384,238 · program services $255,879 · management and general $91,179 · fundraising $37,180

  • 16 · Occupancy

    total $343,433 · program services $259,850 · management and general $62,196 · fundraising $21,387

  • 17 · Travel

    total $326,940 · program services $232,991 · management and general $65,502 · fundraising $28,447

  • 19 · Conferences, conventions and meetings

    total $126,241 · program services $70,851 · management and general $20,345 · fundraising $35,045

  • 22 · Depreciation, depletion and amortization

    total $111,802 · program services $107,113 · management and general $3,245 · fundraising $1,444

  • 23 · Insurance

    total $60,206 · program services $45,444 · management and general $10,216 · fundraising $4,546

  • 24a · Other expenses: RESKILLING EXPENSE

    total $457,698 · program services $457,698

  • 24b · Other expenses: MISCELLANEOUS

    total $227,948 · program services $128,325 · management and general $36,150 · fundraising $63,473

  • 24c · Other expenses: PROFESSIONAL DEV'L

    total $131,090 · program services $73,572 · management and general $21,127 · fundraising $36,391

  • 24d · Other expenses: PROCESSING FEES

    total $93,056 · program services $57,824 · management and general $12,891 · fundraising $22,341

  • 24e · All other expenses

    total $39,276 · program services $21,650 · management and general $6,917 · fundraising $10,709

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,568,439 · end of year $2,182,990

  • 2 · Savings and temporary cash investments

    beginning of year $10,155,463 · end of year $1,761,020

  • 3 · Pledges and grants receivable

    beginning of year $363,224 · end of year $401,256

  • 4 · Accounts receivable

    beginning of year $8,933,136 · end of year $7,900,795

  • 9 · Prepaid expenses and deferred charges

    beginning of year $128,803 · end of year $347,680

  • 10a · Land, buildings and equipment: cost or other basis

    $732,416

  • 10b · Land, buildings and equipment: accumulated depreciation

    $175,883

  • 10c · Land, buildings and equipment, net

    beginning of year $668,335 · end of year $556,533

  • 11 · Investments: publicly traded securities

    beginning of year $8,758,681 · end of year $28,278,066

  • 15 · Other assets

    beginning of year $1,206,335 · end of year $1,155,451

  • 17 · Accounts payable and accrued expenses

    beginning of year $887,455 · end of year $1,538,068

  • 19 · Deferred revenue

    beginning of year $204,896 · end of year $156,963

  • 25 · Other liabilities

    beginning of year $1,088,828 · end of year $981,706

  • 27 · Net assets without donor restrictions

    beginning of year $12,526,222 · end of year $31,051,576

  • 28 · Net assets with donor restrictions

    beginning of year $17,075,015 · end of year $8,855,478

Mission and programs · 2024

Mission

UPWARDLY GLOBAL REMOVES EMPLOYMENT BARRIERS FOR IMMIGRANT, REFUGEE, AND ASYLEE PROFESSIONALS WHILE ADVANCING THE INCLUSION OF THEIR SKILLS INTO THE U.S. ECONOMY.

Activities or mission (Part I)

SEE SCHEDULE O

  • 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.

    Expenses $9,717,002 · Grants $336,495

  • 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.

    Expenses $4,288,332 · Grants $375,000 · Revenue $1,149,752

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tammi Ling

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Steven Ostler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Heather Reilly

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Robert Garechana

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Vivek Vaidya

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Au Nguyen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mohammad Sediq Hazratzai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rj Fox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Shaun Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tony Goncalves

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lucy Walton

    BOARD MEMBER-RETIRED ( 8/1/2024)

    Total calculated
    $0
    Hours/week
    2

  • Mindi Cox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Arnab Chakraborty

    BOARD MEMBER-RETIRED (9/1/2024)

    Total calculated
    $0
    Hours/week
    2

  • Garrett Kennedy

    BOARD MEMBER EFFECTIVE (5/16/2024)

    Total calculated
    $0
    Hours/week
    2

  • Jasmeet Krause-Vilmar

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $394,965
    From this org
    $384,632
    From related orgs
    $0
    Other
    $10,333
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $334,632
    Bonus
    $50,000
    Other
    $0
    Deferred
    $10,100
    Nontaxable benefits
    $233
    Filer's total
    $394,965

  • Christine Ginsburg

    VICE PRESIDENT OF FINANCE & ADMINISTRATION

    Total calculated
    $229,530
    From this org
    $183,063
    From related orgs
    $0
    Other
    $46,467
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $177,063
    Bonus
    $6,000
    Other
    $0
    Deferred
    $5,712
    Nontaxable benefits
    $40,755
    Filer's total
    $229,530

  • Joshua Winter

    CHIEF OPERATING OFFICER

    Total calculated
    $210,835
    From this org
    $204,167
    From related orgs
    $0
    Other
    $6,668
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,167
    Bonus
    $2,000
    Other
    $0
    Deferred
    $6,458
    Nontaxable benefits
    $210
    Filer's total
    $210,835

  • Avigail Ziv

    VICE PRESIDENT OF PROGRAMS

    Total calculated
    $190,708
    From this org
    $182,818
    From related orgs
    $0
    Other
    $7,890
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $181,818
    Bonus
    $1,000
    Other
    $0
    Deferred
    $5,613
    Nontaxable benefits
    $2,277
    Filer's total
    $190,708

  • Osman Khalid

    VICE PRESIDENT OF TECHNOLOGY

    Total calculated
    $211,104
    From this org
    $170,491
    From related orgs
    $0
    Other
    $40,613
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $156,491
    Bonus
    $14,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $40,613
    Filer's total
    $211,104

  • Maha Ali

    VICE PRESIDENT OF PEOPLE & CULTURE

    Total calculated
    $208,690
    From this org
    $188,616
    From related orgs
    $0
    Other
    $20,074
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $180,616
    Bonus
    $8,000
    Other
    $0
    Deferred
    $5,723
    Nontaxable benefits
    $14,351
    Filer's total
    $208,690

  • Ruth Llanos-Vos

    DIRECTOR OF PRODUCT MANAGEMENT

    Total calculated
    $203,296
    From this org
    $161,979
    From related orgs
    $0
    Other
    $41,317
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,979
    Bonus
    $1,000
    Other
    $0
    Deferred
    $4,980
    Nontaxable benefits
    $36,337
    Filer's total
    $203,296

  • Diane Shohet

    VICE PRESIDENT OF DEVELOPMENT

    Total calculated
    $198,405
    From this org
    $194,566
    From related orgs
    $0
    Other
    $3,839
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,395
    Bonus
    $2,000
    Other
    $63,171
    Deferred
    $3,723
    Nontaxable benefits
    $116
    Filer's total
    $198,405

  • Joshua Garner

    STRATEGIC COMMUNICATIONS DIRECTOR

    Total calculated
    $181,277
    From this org
    $168,984
    From related orgs
    $0
    Other
    $12,293
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,020
    Bonus
    $3,000
    Other
    $38,964
    Deferred
    $2,159
    Nontaxable benefits
    $10,134
    Filer's total
    $181,277

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202542909349300304

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