Upwardly Global FY2023 filing

Tax-deductible

New York, NY501(c)(3)Since 1999EmploymentEIN 94-3346127Revenue $22.4M in FY2023

On file with the IRSupwardlyglobal.org505 8th Ave Rm 1704, 10018-4529 · New York, NYTax-exempt since Mar 2000Publicly supported — 509(a)(2)

This page gets seen. Tell your story. Claim this org.

See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.3 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
$2.2M
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.4M
+16% vs prior year
Spent
$13.7M
To programs
76%
Net assets
$29.6M
By yearFY2020–FY2024
Revenue
$22.4M
FY2023▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.0M
FY2021$12.0M
FY2022$19.3M
FY2023$22.4M
FY2024$28.6M
Expenses
$13.7M
FY2023▲ +47%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.7M
FY2021$6.9M
FY2022$9.3M
FY2023$13.7M
FY2024$18.3M
Net assets
$29.6M
FY2023▲ +42%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.8M
FY2021$10.9M
FY2022$20.9M
FY2023$29.6M
FY2024$39.9M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

76 cents of each dollar spent went to programs.

Program services 76% · $10.4M Management & general 16% · $2.2M Fundraising 8% · $1.1M

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

23 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO & President
$304,229Pt VII · Sec A
VP of Development
$158,023Pt VII · Sec A
VP of People & Culture
$155,576Pt VII · Sec A
Strategic Communications Director
$146,815Pt VII · Sec A
VP of Finance & Administration
$146,611Pt VII · Sec A
COO (from 3/6/2023)
$143,256Pt VII · Sec A
National Dir. of Employment Srvcs
$136,447Pt VII · Sec A
Board Member
$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 →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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.

Questions for Upwardly Global

Tap to ask. Upwardly Global sees how many people are interested.

Your first name shows with your question. Upwardly Global answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

2 programs · $10.4M · in their own filed words · FY2023
01

For 25 years, upwardly global has advanced workforce inclusion for work-authorized immigrant, refugee, and asylee professionals by helping them secure jobs at their skill level in order to ensure a diverse workforce, build resilient communities, and contribute to a robust U.S. Economy.

$8.7Mprogram expense
02

For immigrant-serving organizations such as workforce agencies, community colleges, and refugee resettlement agencies, upwardly global provides the technology and know-how needed to build an inclusive workforce.

$1.8Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$22.4M
Ln 12
Gifts and grantsLn 1h$20.7M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$672K
Money outPt IX
$13.7M
Ln 25
Programscol B$10.4M
Managementcol C$2.2M
Fundraisingcol D$1.1M
Owns and owesPt X
$29.6M
net assets · Ln 32
Cash and savingsLn 1–2$11.7M
Total assetsLn 16$31.8M
LiabilitiesLn 26$2.2M
PeoplePt VI, VII
23
listed · VII A
PaidVII A7
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20.7M
Government grantsLn 1e$2.2M
Noncash giftsLn 1g$70K
Fundraising eventsLn 1c$625K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$672K
Gains on assetsLn 7−$1K
Total revenueLn 12$22.4M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$10.2M
Cash and savings togetherLn 1–2$11.7M
InvestmentsLn 11–13$8.8M
Land, buildings, equipmentLn 10c$668K
Other assetsLn 15$1.2M
Total assetsLn 16$31.8M
LiabilitiesLn 26$2.2M
Net assetsLn 32$29.6M
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 FY23End FY23
Cash and savingsLn 1–2$19.0M$11.7M
InvestmentsLn 11–13$8.8M
Land, buildings, equipmentLn 10c$148K$668K
Total assetsLn 16$23.4M$31.8M
LiabilitiesLn 26$2.5M$2.2M
Net assetsLn 32$20.9M$29.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$129K$129K
Grants and assistance to foreign recipientsLn 3$159K$159K
Pay of current officers, directors and key staffLn 5$503K$238K$186K$78K
Other salaries and wagesLn 7$7.3M$5.6M$1.2M$475K
Pension plan contributionsLn 8$159K$127K$27K$5K
Other employee benefitsLn 9$1.2M$972K$196K$56K
Payroll taxesLn 10$606K$457K$107K$42K
Legal feesLn 11b$26K$26K
Accounting feesLn 11c$45K$45K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$1.7M$1.3M$122K$247K
Advertising and promotionLn 12$238K$238K
Office expensesLn 13$67K$42K$18K$7K
Information technologyLn 14$296K$210K$61K$25K
OccupancyLn 16$340K$256K$70K$14K
TravelLn 17$263K$199K$40K$24K
Conferences, conventions and meetingsLn 19$85K$52K$16K$17K
Depreciation, depletion and amortizationLn 22$28K$24K$3K$1K
InsuranceLn 23$43K$33K$8K$3K
Other expenses (24a–d)Ln 24$490K$385K$42K$63K
All other expensesLn 24e$34K$20K$8K$6K
Total functional expensesLn 25$13.7M$10.4M$2.2M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $28.6M$18.3M$10.3M$39.9M 990 PDF
FY2023 Viewing $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

Want to add your own materials alongside these filings? Claim this org

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 FY2023 990 (6 parts)
Part I · Summary $22,391,041 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,348,946$20,709,887
I-9 Program service revenuePrior year $1,064,285$1,066,130
I-10 Investment incomePrior year $14,695$671,802
I-11 Other revenuePrior year −$121,974−$56,778
I-12 Total revenuePrior year $19,305,952$22,391,041
I-13 Grants and similar amounts paidPrior year $22,533$287,923
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,325,240$9,745,759
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,968,620$3,625,697
I-18 Total expensesPrior year $9,316,393$13,659,379
I-19 Revenue less expensesPrior year $9,989,559$8,731,662
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $22,391,041 across 10 lines filed
VIII-1c Fundraising events$625,258
VIII-1e Government grants$2,209,637
VIII-1f All other contributions, gifts and grants$17,874,992
VIII-1g Noncash contributions (included above)$70,336
VIII-1h Total contributions, gifts and grants$20,709,887
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,066,130$1,066,130
VIII-3 Investment incomeExcluded from tax $672,813$672,813
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,011−$1,011
VIII-8 Net income from fundraising eventsExcluded from tax −$56,778−$56,778
VIII-12 Total revenueRelated to mission $1,066,130 · Unrelated business $0 · Excluded from tax $615,024$22,391,041
Part IX · Statement of functional expenses $13,659,379 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $128,608$128,608
IX-3 Grants and assistance to foreign recipientsPrograms $159,315$159,315
IX-5 Pay of current officers, directors and key staffPrograms $238,463 · Management $186,118 · Fundraising $78,402$502,983
IX-7 Other salaries and wagesPrograms $5,596,423 · Management $1,181,568 · Fundraising $475,260$7,253,251
IX-8 Pension plan contributionsPrograms $126,544 · Management $26,847 · Fundraising $5,395$158,786
IX-9 Other employee benefitsPrograms $972,232 · Management $195,873 · Fundraising $56,169$1,224,274
IX-10 Payroll taxesPrograms $457,116 · Management $106,969 · Fundraising $42,380$606,465
IX-11b Legal feesManagement $26,136$26,136
IX-11c Accounting feesManagement $44,728$44,728
IX-11f Investment management feesManagement $12,664$12,664
IX-11g Other fees for servicesPrograms $1,288,067 · Management $122,488 · Fundraising $247,127$1,657,682
IX-12 Advertising and promotionPrograms $238,064$238,064
IX-13 Office expensesPrograms $42,084 · Management $18,235 · Fundraising $7,159$67,478
IX-14 Information technologyPrograms $210,003 · Management $60,654 · Fundraising $25,243$295,900
IX-16 OccupancyPrograms $255,925 · Management $70,172 · Fundraising $14,004$340,101
IX-17 TravelPrograms $199,468 · Management $39,747 · Fundraising $23,684$262,899
IX-19 Conferences, conventions and meetingsPrograms $51,904 · Management $16,144 · Fundraising $17,104$85,152
IX-22 Depreciation, depletion and amortizationPrograms $23,675 · Management $3,198 · Fundraising $1,239$28,112
IX-23 InsurancePrograms $32,668 · Management $7,502 · Fundraising $2,906$43,076
IX-24 Other expenses (24a–d)Programs $385,293 · Management $41,736 · Fundraising $62,785$489,814
IX-24e All other expensesPrograms $19,622 · Management $7,803 · Fundraising $6,466$33,891
IX-25 Total functional expensesPrograms $10,425,474 · Management $2,168,582 · Fundraising $1,065,323$13,659,379
Part X · Balance sheet $31,782,416 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $8,140,053$1,568,439
X-2 Savings and temporary cash investmentsStart of year $10,892,589$10,155,463
X-3 Pledges and grants receivableStart of year $361,182$363,224
X-4 Accounts receivableStart of year $2,476,946$8,933,136
X-9 Prepaid expenses and deferred chargesStart of year $59,246$128,803
X-10c Land, buildings and equipment, netStart of year $147,731$668,335
X-11 Publicly traded securities$8,758,681
X-15 Other assetsStart of year $1,328,317$1,206,335
X-16 Total assetsStart of year $23,406,064$31,782,416
X-17 Accounts payable and accrued expensesStart of year $672,262$887,455
X-19 Deferred revenueStart of year $402,992$204,896
X-25 Other liabilitiesStart of year $1,461,235$1,088,828
X-26 Total liabilitiesStart of year $2,536,489$2,181,179
X-27 Net assets without donor restrictionsStart of year $8,945,007$12,526,222
X-28 Net assets with donor restrictionsStart of year $11,924,568$17,075,015
X-32 Total net assets or fund balancesStart of year $20,869,575$29,601,237
X-33 Total liabilities and net assetsStart of year $23,406,064$31,782,416
Part XI · Reconciliation of net assets $29,601,237 net assets at year end
XI-1 Total revenue$22,391,041
XI-2 Total expenses$13,659,379
XI-3 Revenue less expenses$8,731,662
XI-4 Net assets at start of year$20,869,575
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$29,601,237

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.