Civic Intelligence

Upwardly Global

990 • Fiscal year 2013 • EIN 94-3346127

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

Organization Profilewww.upwardlyglobal.org

View Organization Page

582 Market Street94104

(415) 834-9901

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

2013 filings • NTEE J • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

66th percentile

10.0%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$134,850

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

70th percentile

9.6%

Faster asset growth than 70% of similar nonprofits.

2013 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

53rd percentile

4.7%

Faster revenue growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,196,246

Up $278,729 (+9.6%) from 2012

Net Assets

Up

$3,016,588

Up $330,669 (+12%) from 2012

Liabilities

Down

$179,658

Down $51,940 (-22%) from 2012

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin66th percentile

Revenue

$3,308,823

No earlier filing loaded for comparison.

Expenses

Up

$2,978,154

Up $375,283 (+14%) from 2012

Net Income

$330,669

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $2,136,349Liabilities 2010: $134,084Net Assets 2010: $2,002,2652010Assets 2011: $2,626,491Liabilities 2011: $137,426Net Assets 2011: $2,489,0652011Assets 2012: $2,917,517Liabilities 2012: $231,598Net Assets 2012: $2,685,9192012Assets 2013: $3,196,246Liabilities 2013: $179,658Net Assets 2013: $3,016,5882013Assets 2014: $3,446,203Liabilities 2014: $245,328Net Assets 2014: $3,200,8752014Assets 2015: $3,433,548Liabilities 2015: $292,367Net Assets 2015: $3,141,1812015Assets 2016: $2,678,896Liabilities 2016: $220,205Net Assets 2016: $2,458,6912016Assets 2017: $3,292,720Liabilities 2017: $325,143Net Assets 2017: $2,967,5772017Assets 2018: $3,604,840Liabilities 2018: $369,427Net Assets 2018: $3,235,4132018Assets 2019: $4,915,534Liabilities 2019: $461,151Net Assets 2019: $4,454,3832019Assets 2020: $7,157,462Liabilities 2020: $1,357,279Net Assets 2020: $5,800,1832020Assets 2021: $12,593,796Liabilities 2021: $1,713,780Net Assets 2021: $10,880,0162021Assets 2022: $23,406,064Liabilities 2022: $2,536,489Net Assets 2022: $20,869,5752022Assets 2023: $31,782,416Liabilities 2023: $2,181,179Net Assets 2023: $29,601,2372023Assets 2024: $42,583,791Liabilities 2024: $2,676,737Net Assets 2024: $39,907,0542024

Highlighted filing

2013

Assets$3,196,246
Liabilities$179,658
Net Assets$3,016,588
Open 2013 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $2,057,7332010Revenue 2011: $3,016,448Expenses 2011: $2,529,648Net Income 2011: $486,8002011Expenses 2012: $2,602,8712012Revenue 2013: $3,308,823Expenses 2013: $2,978,154Net Income 2013: $330,6692013Revenue 2014: $3,978,437Expenses 2014: $3,794,150Net Income 2014: $184,2872014Revenue 2015: $4,408,599Expenses 2015: $4,468,293Net Income 2015: -$59,6942015Revenue 2016: $5,115,280Expenses 2016: $5,797,770Net Income 2016: -$682,4902016Revenue 2017: $5,777,780Expenses 2017: $5,268,894Net Income 2017: $508,8862017Revenue 2018: $5,207,385Expenses 2018: $4,938,871Net Income 2018: $268,5142018Revenue 2019: $6,750,061Expenses 2019: $5,531,091Net Income 2019: $1,218,9702019Revenue 2020: $7,016,304Expenses 2020: $5,670,504Net Income 2020: $1,345,8002020Revenue 2021: $11,973,523Expenses 2021: $6,893,690Net Income 2021: $5,079,8332021Revenue 2022: $19,305,952Expenses 2022: $9,316,393Net Income 2022: $9,989,5592022Revenue 2023: $22,391,041Expenses 2023: $13,659,379Net Income 2023: $8,731,6622023Revenue 2024: $28,580,411Expenses 2024: $18,275,646Net Income 2024: $10,304,7652024

Highlighted filing

2013

Revenue$3,308,823
Expenses$2,978,154
Net Income$330,669
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Gross Receipts
$3,465,113
Mission and Program Overview

Mission

To eliminate employment barriers for skilled immigrants and refugees and integrate this population into the professional u.s. Workforce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,857,130$2,248,223▲ $391,093
Pledges and Grants Receivable$916,907$840,004▼ $76,903
Land, Buildings, and Equipment, Net$69,103$50,052▼ $19,051
Prepaid Expenses and Deferred Charges$40,385$32,227▼ $8,158
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,917,517$3,196,246▲ $278,729
Other Assets Total$33,992$25,740▼ $8,252
Liabilities
Accounts Payable and Accrued Expenses$197,636$179,658▼ $17,978
Mortgage Notes Payable Secured by Investment Property$33,962--
Total Liabilities$231,598$179,658▼ $51,940
Net Assets / Fund Balance
Unrestricted Net Assets$1,747,503$2,200,727▲ $453,224
Temporarily Rstr Net Assets$938,416$815,861▼ $122,555
Total Net Assets Fund Balance$2,685,919$3,016,588▲ $330,669
Total Liabilities and Net Assets / Fund Balance$2,917,517$3,196,246▲ $278,729

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,294$67,658$83,952
Leasehold Improvements$22,477$25,048$47,525
Other Land Buildings$11,281$26,049$37,330
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nicole CiceraniPresident & CEOFT$134,850$134,850
Anne KirwanManaging DirectorFT$107,225$107,225

Board Members and Trustees

NameTitle
Robert W GlassBoard Chair
Jennifer Geissel-ZervigonChairman
Wendy ZimmermannVice Chairman
Adam EdwardsBoard Member
Alex LipmanBoard Member
Hope HardisonBoard Member
Jane LeuBoard Member
Jeff TrentBoard Member
Kaniaru WacieniBoard Member
Kevin KellyBoard Member
Kevin McCabeBoard Member
Scott MalvaisBoard Member
Todd HardingBoard Member
Jennifer EngermanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,235,644
Program Service Revenue
$114,600
Investment Income
$1,369
Other Revenue
$-42,790
All Other Contributions
$2,146,329
Change in Net Assets
$330,669

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,308,823
Total Revenue per Audited Statements
$3,308,823
Total Revenue per Form 990
$3,308,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,135,375
Other Expenses$785,279
Total Fundraising Expense$325,939
Professional Fundraising Fees$57,500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,423,983$42,949$151,091$1,618,023
Current Officers, Directors, Trustees, and Key Employees$101,519$98,829$21,754$222,102
Payroll Taxes$129,638$12,048$14,689$156,375
Occupancy$132,030$7,176$4,305$143,511
Other Employee Benefits$115,130$10,700$13,045$138,875
All Other Expenses$50,460$28,510$11,684$90,654
Payment Travel Entrtnmnt Publicly Ofcl$50,477$6$22,574$73,057
Fees for Services Professional Fundraising--$57,500$57,500
Other Expenses$18,026$10$11,864$29,890
Depreciation Depletion-$27,387-$27,387
Fees for Services Accounting-$10,490-$10,490
Insurance$5,788--$5,788
Conferences and Meetings$4,473--$4,473
Information Technology$2,447--$2,447
Advertising$1,795--$1,795
Interest-$613-$613
Total Functional Expenses$2,413,497$238,718$325,939$2,978,154

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,978,154
Total Expenses per Audited Statements$2,978,154
Total Expenses per Form 990$2,978,154
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$156,290
Fundraising Gross Income$113,500
Professional Fundraising Fees$57,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$773,578$113,500-$113,500
Total Events$773,578$113,500$156,290$-42,790
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The copy of the form 990 is provided to each board member for review. Then a formal approval of the 990 is issued by the finance and audit committee which is comprised of the President, two Board Members and the Executive.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The process for the Executive Director compensation is typically initiated at the time of hiring for the position. This involves participation of external organizations, such as a professional executive search firm that provides market analysis and data with recommendation for a salary range, in line with the going market rate. This salary recommendation is voted on by the full Board prior to the job offer.Ongoing salary and bonus reviews post initial offer are determined and voted by the Executive Committee of the Board.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The process of compensation review and approval for other officers or key employees is that the Board approves the budget yearly, which includes the headcounts and salary projections.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and audited financial statements available to the public upon request. Additionally, information is made available to the public through another website called Guidestar.”

Filing and Contact Details

Filer

EIN
94-3346127
Phone
4158349901

Signing Officer

Name
Nicole Cicerani
Title
CEO/President
Signed
2014-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Cicerani
Formed
1999
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
52
Volunteers
1,713

Preparer

Preparer
Grace Uwadiale CPA
Phone
6263396952
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“PART X-FIN 48 FootnoteThe Internal Revenue Services and the California Franchise Tax Board have determined that the organization is exempt from federal and state income taxes under Internal Revenue Code Section 501(C)(3) and the California Revenue and Taxation Code Section 23701(d). The organization has evaluated its current tax positions and has concluded that as of December 31, 2013, the organization does not have any significant uncertain tax positions for which a reserve would be necessary.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Alex Lipman
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IRS990/Form990PartVIISectionAGrp/PersonNm4Adam Edwards
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Managing Director
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IRS990/FundraisingGrossIncomeAmt0113500
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IRS990/InsuranceGrp/ProgramServicesAmt05788
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IRS990/InterestGrp/ManagementAndGeneralAmt0613
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01369
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IRS990/LandBldgEquipCostOrOtherBssAmt0168807
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To eliminate employment barriers for skilled immigrants and refugees and integrate this population into the professional U.S. workforce.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt0180581
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04305
IRS990/OccupancyGrp/ManagementAndGeneralAmt07176
IRS990/OccupancyGrp/ProgramServicesAmt0132030
IRS990/OccupancyGrp/TotalAmt0143511
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt025740
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013045
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010700
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115130
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0138875
IRS990/OtherExpensesGrp/Desc0Contractor services
IRS990/OtherExpensesGrp/Desc1In-kind Expenses
IRS990/OtherExpensesGrp/Desc2Dues, license and service fee
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt017283
IRS990/OtherExpensesGrp/FundraisingAmt1150
IRS990/OtherExpensesGrp/FundraisingAmt211864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/ProgramServicesAmt0166554
IRS990/OtherExpensesGrp/ProgramServicesAmt1180581
IRS990/OtherExpensesGrp/ProgramServicesAmt230596
IRS990/OtherExpensesGrp/ProgramServicesAmt318026
IRS990/OtherExpensesGrp/TotalAmt0183847
IRS990/OtherExpensesGrp/TotalAmt1180581
IRS990/OtherExpensesGrp/TotalAmt230746
IRS990/OtherExpensesGrp/TotalAmt329890
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0151091
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042949
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01423983
IRS990/OtherSalariesAndWagesGrp/TotalAmt01618023
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt014689
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012048
IRS990/PayrollTaxesGrp/ProgramServicesAmt0129638
IRS990/PayrollTaxesGrp/TotalAmt0156375
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0840004
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032227
IRS990/PrincipalOfficerNm0Nicole Cicerani
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0Employer Network Partners
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0114600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0114600
IRS990/ProgSrvcAccomActy2Grp/Desc0Employer Network Program:Upwardly Global provides US employers with access to a highly skilled, diverse, and motivated pool of immigrant professionals. We build strong long-term relationships with employers that shift awareness, hiring practices and company culture around immigrant inclusion. In 2013, we worked with 258 employers.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Volunteer Program:Upwardly Global is seeking professionals who are established in the US workplace, to provide advice, insider insight and contacts for immigrant colleagues who are trying to re-establish their careers in the US. Volunteers are advisors, mentors, mock interviewers, networkers and connectors.
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IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt050477
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt073057
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IRS990/PYOtherRevenueAmt0-51781
IRS990/PYProgramServiceRevenueAmt0156885
IRS990/PYRevenuesLessExpensesAmt0196854
IRS990/PYSalariesCompEmpBnftPaidAmt02038734
IRS990/PYTotalExpensesAmt02602871
IRS990/PYTotalProfFndrsngExpnsAmt052500
IRS990/PYTotalRevenueAmt02799725
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0330669
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0111655

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,196,246
Liabilities
$179,658
Net assets
$3,016,588
Revenue
$3,308,823
Expenses
$2,978,154
Net income
$330,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.6$2.68$39.9$28.6$18.3$10.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$2.18$29.6$22.4$13.7$8.73
2022Detailed filing. Detailed filing data is available for this year.$23.4$2.54$20.9$19.3$9.32$9.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$1.71$10.9$12.0$6.89$5.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$1.36$5.80$7.02$5.67$1.35
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.46$4.45$6.75$5.53$1.22
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.37$3.24$5.21$4.94$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.33$2.97$5.78$5.27$0.51
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.22$2.46$5.12$5.80$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.29$3.14$4.41$4.47$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.25$3.20$3.98$3.79$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.18$3.02$3.31$2.98$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.23$2.69$2.60
2011Summary only. Only limited summary data is available for this year.$2.63$0.14$2.49$3.02$2.53$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.13$2.00$2.06