Upwardly Global FY2020 filing

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.
73¢ of each $1 spent went to programs.
$652K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$652K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.7 months of spending in cash; 3 or more.
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
$1.4M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.0M
Spent
$5.7M
To programs
73%
Net assets
$5.8M
By yearFY2020–FY2024
Revenue
$7.0M
FY2020
Revenue by fiscal year
FY2020$7.0M
FY2021$12.0M
FY2022$19.3M
FY2023$22.4M
FY2024$28.6M
Expenses
$5.7M
FY2020
Expenses by fiscal year
FY2020$5.7M
FY2021$6.9M
FY2022$9.3M
FY2023$13.7M
FY2024$18.3M
Net assets
$5.8M
FY2020
Net assets by fiscal year
FY2020$5.8M
FY2021$10.9M
FY2022$20.9M
FY2023$29.6M
FY2024$39.9M

From the FY2020 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

73 cents of each dollar spent went to programs.

Program services 73% · $4.1M Management & general 19% · $1.1M Fundraising 8% · $435K

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

19 people listed on the 990; $652K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO & President
$200,380Pt VII · Sec A
VP of Finance
$121,058Pt VII · Sec A
VP of Advancement
$117,967Pt VII · Sec A
Senior Director of Development
$110,596Pt VII · Sec A
VP of Technology
$101,831Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt 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 program services account for $4.1M of program spending, described in the organization's own filed words · FY2020.
01

Upwardly global's program provides training, coaching and networking assistance to work-authorized, unemployed and underemployed immigrants, refugees and asylees. Over a thousand individuals go through our program each year and some 8,000 have secured thriving wage jobs; in 2020, the average annual salary of those who we supported to…

$3.8Mprogram expense
02

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.

$385Kprogram expense

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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 FY2020 990, line by line.

1The main four
Money inPt VIII
$7.0M
Ln 12
Gifts and grantsLn 1h$6.7M
Fees for servicesLn 2g$305K
Investment incomeLn 3$22K
Money outPt IX
$5.7M
Ln 25
Programscol B$4.1M
Managementcol C$1.1M
Fundraisingcol D$435K
Owns and owesPt X
$5.8M
net assets · Ln 32
Cash and savingsLn 1–2$5.5M
Total assetsLn 16$7.2M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
19
listed · VII A
PaidVII A5
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.7M
Government grantsLn 1e$824K
Noncash giftsLn 1g$46K
Fundraising eventsLn 1c$559K
Fees for servicesLn 2g$305K
Investment incomeLn 3$22K
Gains on assetsLn 7$490
Total revenueLn 12$7.0M
Assets in detailPt X, end of year
CashLn 1$5.2M
SavingsLn 2$261K
Cash and savings togetherLn 1–2$5.5M
Land, buildings, equipmentLn 10c$15K
Other assetsLn 15$82K
Total assetsLn 16$7.2M
LiabilitiesLn 26$1.4M
Net assetsLn 32$5.8M
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 FY20End FY20
Cash and savingsLn 1–2$3.4M$5.5M
Land, buildings, equipmentLn 10c$40K$15K
Total assetsLn 16$4.9M$7.2M
LiabilitiesLn 26$461K$1.4M
Net assetsLn 32$4.5M$5.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$60K$60K
Grants to domestic individualsLn 2$27K$27K
Pay of current officers, directors and key staffLn 5$348K$165K$163K$20K
Other salaries and wagesLn 7$3.4M$2.6M$517K$269K
Other employee benefitsLn 9$615K$465K$95K$56K
Payroll taxesLn 10$291K$205K$64K$21K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$157K$84K$68K$6K
Advertising and promotionLn 12$13K$12K$703
Office expensesLn 13$21K$13K$7K$787
Information technologyLn 14$65K$42K$20K$3K
OccupancyLn 16$347K$250K$67K$30K
TravelLn 17$9K$6K$3K$695
Conferences, conventions and meetingsLn 19$718$691$27
InterestLn 20$5K$5K
Depreciation, depletion and amortizationLn 22$24K$18K$4K$2K
InsuranceLn 23$25K$19K$4K$2K
Other expenses (24a–d)Ln 24$224K$159K$53K$12K
All other expensesLn 24e$4K$321−$2K$6K
Total functional expensesLn 25$5.7M$4.1M$1.1M$435K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $7,016,304 across 11 lines filed
VIII-1c Fundraising events$559,354
VIII-1e Government grants$824,224
VIII-1f All other contributions, gifts and grants$5,354,792
VIII-1g Noncash contributions (included above)$45,647
VIII-1h Total contributions, gifts and grants$6,738,370
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $304,509$304,509
VIII-3 Investment incomeExcluded from tax $21,624$21,624
VIII-7 Net gain or loss on sales of assetsExcluded from tax $490$490
VIII-8 Net income from fundraising eventsExcluded from tax −$51,212−$51,212
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,523$2,523
VIII-12 Total revenueRelated to mission $304,509 · Unrelated business $0 · Excluded from tax −$26,575$7,016,304
Part IX · Statement of functional expenses $5,670,504 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $59,711$59,711
IX-2 Grants to domestic individualsPrograms $26,798$26,798
IX-5 Pay of current officers, directors and key staffPrograms $165,228 · Management $163,116 · Fundraising $20,060$348,404
IX-7 Other salaries and wagesPrograms $2,620,974 · Management $517,070 · Fundraising $268,869$3,406,913
IX-9 Other employee benefitsPrograms $465,371 · Management $94,512 · Fundraising $55,580$615,463
IX-10 Payroll taxesPrograms $204,912 · Management $64,455 · Fundraising $21,363$290,730
IX-11b Legal feesFundraising $6,000$6,000
IX-11c Accounting feesManagement $20,000$20,000
IX-11g Other fees for servicesPrograms $84,234 · Management $67,501 · Fundraising $5,689$157,424
IX-12 Advertising and promotionPrograms $12,260 · Fundraising $703$12,963
IX-13 Office expensesPrograms $13,140 · Management $6,904 · Fundraising $787$20,831
IX-14 Information technologyPrograms $41,774 · Management $19,563 · Fundraising $3,315$64,652
IX-16 OccupancyPrograms $250,157 · Management $67,089 · Fundraising $30,164$347,410
IX-17 TravelPrograms $5,728 · Management $2,763 · Fundraising $695$9,186
IX-19 Conferences, conventions and meetingsPrograms $691 · Fundraising $27$718
IX-20 InterestManagement $5,483$5,483
IX-22 Depreciation, depletion and amortizationPrograms $17,990 · Management $4,240 · Fundraising $1,867$24,097
IX-23 InsurancePrograms $18,763 · Management $4,422 · Fundraising $1,947$25,132
IX-24 Other expenses (24a–d)Programs $158,844 · Management $53,155 · Fundraising $12,153$224,152
IX-24e All other expensesPrograms $321 · Management −$2,077 · Fundraising $6,193$4,437
IX-25 Total functional expensesPrograms $4,146,896 · Management $1,088,196 · Fundraising $435,412$5,670,504
Part X · Balance sheet $7,157,462 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $2,970,080$5,249,960
X-2 Savings and temporary cash investmentsStart of year $424,856$261,050
X-3 Pledges and grants receivableStart of year $1,346,604$167,410
X-4 Accounts receivable$1,316,567
X-9 Prepaid expenses and deferred chargesStart of year $74,177$65,172
X-10c Land, buildings and equipment, netStart of year $39,511$15,414
X-15 Other assetsStart of year $60,306$81,889
X-16 Total assetsStart of year $4,915,534$7,157,462
X-17 Accounts payable and accrued expensesStart of year $388,163$393,783
X-19 Deferred revenueStart of year $72,988$122,651
X-24 Unsecured notes and loans payable$840,845
X-26 Total liabilitiesStart of year $461,151$1,357,279
X-27 Net assets without donor restrictionsStart of year $2,164,233$3,466,125
X-28 Net assets with donor restrictionsStart of year $2,290,150$2,334,058
X-32 Total net assets or fund balancesStart of year $4,454,383$5,800,183
X-33 Total liabilities and net assetsStart of year $4,915,534$7,157,462
Part XI · Reconciliation of net assets $5,800,183 net assets at year end
XI-1 Total revenue$7,016,304
XI-2 Total expenses$5,670,504
XI-3 Revenue less expenses$1,345,800
XI-4 Net assets at start of year$4,454,383
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,800,183

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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