Upwardly Global

“The responsibility for the formal review of the form 990 lies with the board of directors of the organization, with the majority of the board accepting or rejecting the filing. With the support and input from the organization's cpa firm, management completes and reviews the form 990 before formally presenting it to the board. In collaboration with management, the board directs relevant edits or changes to be made by the organization's cpa and does a final approval after all changes are finalized. The approval of the form 990 is recorded in the board meeting notes.”

“Upwardly global has implemented an annual conflict of interest signoff process for all employees and directors. 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. Procedures for addressing the conflict of interest: (a) an interested person makes a presentation at the governing board or committee meeting, but after the presentation, he/she leaves the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. (b) the chairperson of the governing board or committee, if appropriate, appoints a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) after exercising due diligence, the governing board or committee determines whether upwardly global can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. (d) if a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee determines by a majority vote of the disinterested directors whether the transaction or arrangement is in upwardly global' best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it makes its decision as to whether to enter into the transaction or arrangement. 2. Violations of the conflicts of interest policy: (a) if the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it informs the member of the basis for such belief and affords the member an opportunity to explain the alleged failure to disclose. (b) if, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it takes appropriate disciplinary and corrective action. In addition, everyone who signs the annual coi attestation will list their possible conflicts. The chair of the board, secretary of the board, and upwardly global's ceo will receive the list(s). All will be tasked with ensuring the conflicted party is excluded from transactions that would be affected by the relationship.”

“In demonstration of its dedication to internal pay equity and alignment with market norms, upwardly global executed a comprehensive compensation benchmarking analysis encompassing all job roles, including that of the chief executive officer. The board of directors diligently assessed and approved the salary range for the chief executive officer position, while the salary ranges for all other positions, including executive, were reviewed and authorized by the chief executive officer. The last compensation review took place in november 2023.”

“The organization makes its governing documents and conflict of interest policy available upon request. The audited financial statements and form 990 are available on the website.”

“Upwardly global advances workforce inclusion for work-authorized immigrants, refugees, and asylees with professional experience and international degrees by helping them secure jobs at their skill level to ensure a diverse workforce, build resilient communities, and contribute to a robust u.s. Economy. To do this, we help immigrants secure skill-aligned careers by supporting them and the organizations that serve them with industry-specific coaching and digital training. We engage employers in inclusive hiring practices and opening opportunities. And we advance policies and narratives that create shared prosperity, foster thriving communities, and promote economic growth. Over 25 years, upwardly global has helped over 11,000 immigrants, refugees, and asylees obtain thriving-wage careers.”