Upwardly Global

Tax-deductible

New York, NY501(c)(3)Since 1999EmploymentEIN 94-3346127

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See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Run by 3,287 volunteers and 83 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $7.1M a year · 40% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.8M
to officers and key staff · 10% of spending
Top officer’s pay higher than 84% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $225K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.7M
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$28.6M
+28% vs prior year
Spent
$18.3M
To programs
77%
Net assets
$39.9M
By yearFY2020–FY2024
Revenue
$28.6M
FY2024▲ +28%
Revenue by fiscal year
FY2020$7.0M
FY2021$12.0M
FY2022$19.3M
FY2023$22.4M
FY2024$28.6M
Expenses
$18.3M
FY2024▲ +34%
Expenses by fiscal year
FY2020$5.7M
FY2021$6.9M
FY2022$9.3M
FY2023$13.7M
FY2024$18.3M
Net assets
$39.9M
FY2024▲ +35%
Net assets by fiscal year
FY2020$5.8M
FY2021$10.9M
FY2022$20.9M
FY2023$29.6M
FY2024$39.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $14.0M Management & general 16% · $2.9M Fundraising 7% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$384,632Pt VII · Sec A
Chief Operating Officer
$204,167Pt VII · Sec A
Vice President of Development
$194,566Pt VII · Sec A
Vice President of People & Culture
$188,616Pt VII · Sec A
Vice President of Finance & Administration
$183,063Pt VII · Sec A
Vice President of Programs
$182,818Pt VII · Sec A
Vice President of Technology
$170,491Pt VII · Sec A
Strategic Communications Director
$168,984Pt VII · Sec A

Jasmeet Krause-Vilmar’s $385K as Chief Executive Officer is at the 84th percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jasmeet Krause-Vilmar$384,632$304,229$273,649$195,934$200,380
Joshua Winter$204,167$143,256———
Diane Shohet$194,566$158,023———
Maha Ali$188,616—$129,807——
Christine Ginsburg$183,063$146,611$136,560$127,130$121,058
Avigail Ziv$182,818————
Rebecca Neuwirth——$176,615$164,957$117,967
Osman Khalid$170,491————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upwardly Global executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps immigrant-serving organizations build an inclusive workforce through technology, training, and employer connections.

Provided by the organization

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2 programs · $14.0M · in their own filed words · FY2024
01

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.

$9.7Mprogram expense
02

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.

$4.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$225K
Grants paid · 20 grants · $816K · 2020–2024
Hispanic Federation INCNY · FY2024$150,000
Church World Service INCIN · FY2024$100,000
Montgomery CollegeFY2024$56,019
Pars Equality CenterCA · FY2024$31,385
Asian Resources INCCA · FY2024$25,000
My Connect CommunityTX · FY2024$5,521
Jobs for Humanity INCFL · FY2023$50,000
Montgomery CollegeFY2023$22,009
Pars Equality CenterCA · FY2023$18,602
Unitemized GrantFY2022$5,042
Unitemized GrantFY2022$3,447
City of AlexandriaFY2021$77,939
Unitemized GrantFY2021$37,091
Afya Foundation INCNY · FY2021$15,000
See all 20 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$28.6M
Ln 12
Gifts and grantsLn 1h$26.0M
Investment incomeLn 3$1.5M
Fees for servicesLn 2g$1.1M
Money outPt IX
$18.3M
Ln 25
Programscol B$14.0M
Managementcol C$2.9M
Fundraisingcol D$1.4M
Owns and owesPt X
$39.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.9M
Total assetsLn 16$42.6M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
23
listed · VII A
PaidVII A9
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$26.0M
Government grantsLn 1e$1.9M
Noncash giftsLn 1g$30K
Fundraising eventsLn 1c$419K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$1.5M
Gains on assetsLn 7$4K
Total revenueLn 12$28.6M
Assets in detailPt X, end of year
CashLn 1$2.2M
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$3.9M
InvestmentsLn 11–13$28.3M
Land, buildings, equipmentLn 10c$557K
Other assetsLn 15$1.2M
Total assetsLn 16$42.6M
LiabilitiesLn 26$2.7M
Net assetsLn 32$39.9M
OperationsPt I, VI
EmployeesI 583
VolunteersI 63,287
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$11.7M$3.9M
InvestmentsLn 11–13$8.8M$28.3M
Land, buildings, equipmentLn 10c$668K$557K
Total assetsLn 16$31.8M$42.6M
LiabilitiesLn 26$2.2M$2.7M
Net assetsLn 32$29.6M$39.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$474K$474K
Grants and assistance to foreign recipientsLn 3$238K$238K
Pay of current officers, directors and key staffLn 5$1.0M$669K$247K$109K
Other salaries and wagesLn 7$9.2M$7.0M$1.5M$715K
Pension plan contributionsLn 8$212K$164K$40K$8K
Other employee benefitsLn 9$1.7M$1.3M$294K$75K
Payroll taxesLn 10$777K$601K$107K$68K
Legal feesLn 11b$52K$52K
Accounting feesLn 11c$65K$65K
Investment management feesLn 11f$72K$72K
Other fees for servicesLn 11g$1.6M$1.3M$155K$105K
Advertising and promotionLn 12$425K$421K$5K
Office expensesLn 13$164K$102K$44K$18K
Information technologyLn 14$384K$256K$91K$37K
OccupancyLn 16$343K$260K$62K$21K
TravelLn 17$327K$233K$66K$28K
Conferences, conventions and meetingsLn 19$126K$71K$20K$35K
Depreciation, depletion and amortizationLn 22$112K$107K$3K$1K
InsuranceLn 23$60K$45K$10K$5K
Other expenses (24a–d)Ln 24$910K$717K$70K$122K
All other expensesLn 24e$39K$22K$7K$11K
Total functional expensesLn 25$18.3M$14.0M$2.9M$1.4M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $28.6M$18.3M$10.3M$39.9M 990 PDF
FY2023 $22.4M$13.7M$8.7M$29.6M 990 PDF
FY2022 $19.3M$9.3M$10.0M$20.9M 990 PDF
FY2021 $12.0M$6.9M$5.1M$10.9M 990 PDF
FY2020 $7.0M$5.7M$1.3M$5.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $28,580,411 across 10 lines filed
VIII-1c Fundraising events$418,519
VIII-1e Government grants$1,860,473
VIII-1f All other contributions, gifts and grants$23,762,517
VIII-1g Noncash contributions (included above)$30,069
VIII-1h Total contributions, gifts and grants$26,041,509
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,149,752$1,149,752
VIII-3 Investment incomeExcluded from tax $1,469,770$1,469,770
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,503$3,503
VIII-8 Net income from fundraising eventsExcluded from tax −$84,123−$84,123
VIII-12 Total revenueRelated to mission $1,149,752 · Unrelated business $0 · Excluded from tax $1,389,150$28,580,411
Part IX · Statement of functional expenses $18,275,646 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $473,867$473,867
IX-3 Grants and assistance to foreign recipientsPrograms $237,629$237,629
IX-5 Pay of current officers, directors and key staffPrograms $669,346 · Management $247,409 · Fundraising $109,283$1,026,038
IX-7 Other salaries and wagesPrograms $7,018,750 · Management $1,500,965 · Fundraising $714,591$9,234,306
IX-8 Pension plan contributionsPrograms $164,026 · Management $40,356 · Fundraising $7,697$212,079
IX-9 Other employee benefitsPrograms $1,288,913 · Management $293,960 · Fundraising $74,680$1,657,553
IX-10 Payroll taxesPrograms $601,365 · Management $107,448 · Fundraising $68,264$777,077
IX-11b Legal feesManagement $51,747$51,747
IX-11c Accounting feesManagement $64,736$64,736
IX-11f Investment management feesManagement $72,037$72,037
IX-11g Other fees for servicesPrograms $1,317,128 · Management $155,240 · Fundraising $104,820$1,577,188
IX-12 Advertising and promotionPrograms $420,711 · Fundraising $4,515$425,226
IX-13 Office expensesPrograms $102,402 · Management $44,000 · Fundraising $17,833$164,235
IX-14 Information technologyPrograms $255,879 · Management $91,179 · Fundraising $37,180$384,238
IX-16 OccupancyPrograms $259,850 · Management $62,196 · Fundraising $21,387$343,433
IX-17 TravelPrograms $232,991 · Management $65,502 · Fundraising $28,447$326,940
IX-19 Conferences, conventions and meetingsPrograms $70,851 · Management $20,345 · Fundraising $35,045$126,241
IX-22 Depreciation, depletion and amortizationPrograms $107,113 · Management $3,245 · Fundraising $1,444$111,802
IX-23 InsurancePrograms $45,444 · Management $10,216 · Fundraising $4,546$60,206
IX-24 Other expenses (24a–d)Programs $717,419 · Management $70,168 · Fundraising $122,205$909,792
IX-24e All other expensesPrograms $21,650 · Management $6,917 · Fundraising $10,709$39,276
IX-25 Total functional expensesPrograms $14,005,334 · Management $2,907,666 · Fundraising $1,362,646$18,275,646
Part X · Balance sheet $42,583,791 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,568,439$2,182,990
X-2 Savings and temporary cash investmentsStart of year $10,155,463$1,761,020
X-3 Pledges and grants receivableStart of year $363,224$401,256
X-4 Accounts receivableStart of year $8,933,136$7,900,795
X-9 Prepaid expenses and deferred chargesStart of year $128,803$347,680
X-10c Land, buildings and equipment, netStart of year $668,335$556,533
X-11 Publicly traded securitiesStart of year $8,758,681$28,278,066
X-15 Other assetsStart of year $1,206,335$1,155,451
X-16 Total assetsStart of year $31,782,416$42,583,791
X-17 Accounts payable and accrued expensesStart of year $887,455$1,538,068
X-19 Deferred revenueStart of year $204,896$156,963
X-25 Other liabilitiesStart of year $1,088,828$981,706
X-26 Total liabilitiesStart of year $2,181,179$2,676,737
X-27 Net assets without donor restrictionsStart of year $12,526,222$31,051,576
X-28 Net assets with donor restrictionsStart of year $17,075,015$8,855,478
X-32 Total net assets or fund balancesStart of year $29,601,237$39,907,054
X-33 Total liabilities and net assetsStart of year $31,782,416$42,583,791
Part XI · Reconciliation of net assets $39,907,054 net assets at year end
XI-1 Total revenue$28,580,411
XI-2 Total expenses$18,275,646
XI-3 Revenue less expenses$10,304,765
XI-4 Net assets at start of year$29,601,237
XI-5 Net unrealized gains (losses) on investments$1,052
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$39,907,054

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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