Civic Intelligence

Upwardly Global

990 • Fiscal year 2014 • EIN 94-3346127

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

582 Market StreetSan Francisco, CA 94104

(415) 834-9901

Siviq Scores

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

Liabilities / Assets

49th percentile

0.07x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • NTEE J • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.06x

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

2014 filings • NTEE J • $1M-$5M nonprofits • Source year 2014

Net Margin

58th percentile

4.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • NTEE J • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$162,140

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • NTEE J • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

7.8%

Faster asset growth than 68% of similar nonprofits.

2014 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

20%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,446,203

Up $249,957 (+7.8%) from 2013

Net Assets

Up

$3,200,875

Up $184,287 (+6.1%) from 2013

Liabilities

Up

$245,328

Up $65,670 (+37%) from 2013

Revenue

Up

$3,978,437

Up $669,614 (+20%) from 2013

Expenses

Up

$3,794,150

Up $815,996 (+27%) from 2013

Net Income

Down

$184,287

Down $146,382 (-44%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$3,446,203
Liabilities$245,328
Net Assets$3,200,875

Operations Trend

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

2014

Revenue$3,978,437
Expenses$3,794,150
Net Income$184,287
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$4,144,532
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$2,248,223$2,527,115▲ $278,892
Pledges and Grants Receivable$840,004$833,181▼ $6,823
Land, Buildings, and Equipment, Net$50,052$35,544▼ $14,508
Prepaid Expenses and Deferred Charges$32,227$24,623▼ $7,604
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$3,196,246$3,446,203▲ $249,957
Other Assets Total$25,740$25,740→ $0
Liabilities
Accounts Payable and Accrued Expenses$179,658$245,328▲ $65,670
Total Liabilities$179,658$245,328▲ $65,670
Net Assets / Fund Balance
Unrestricted Net Assets$2,200,727$2,090,234▼ $110,493
Temporarily Rstr Net Assets$815,861$1,110,641▲ $294,780
Total Net Assets Fund Balance$3,016,588$3,200,875▲ $184,287
Total Liabilities and Net Assets / Fund Balance$3,196,246$3,446,203▲ $249,957

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$14,770$32,755$47,525
Equipment$16,959$29,803$46,762
Other Land Buildings$3,815$33,515$37,330
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole CiceraniCEO/PresidentFT$157,940$4,200$157,940
Anne KirwanManaging DirectorFT$119,413$8,316$127,729
Kristina GrammerProgram DirectorFT$110,283$4,200$114,483

Board Members and Trustees

NameTitle
Jennifer Geissel-ZervigonChairman
Wendy ZimmermannVice Chairman
Alex LipmanBoard Member
Ganeshe BatanabhatlaBoard Member
Henning StubalBoard Member
Hope HardisonBoard Member
Inga KulbergBoard Member
Jeffrey TrentBoard Member
Kaniaru WacieniBoard Member
Kevin KellyBoard Member
Kevin McCabeBoard Member
Kimberly JewBoard Member
Scott MalvaisBoard Member
Jennifer EngermanSecretary
Todd HardingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,883,660
Program Service Revenue
$139,800
Investment Income
$984
Other Revenue
$-46,007
All Other Contributions
$2,982,311
Change in Net Assets
$184,287

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
$3,978,437
Total Revenue per Audited Statements
$3,978,437
Total Revenue per Form 990
$3,978,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,744,106
Other Expenses$1,002,544
Total Fundraising Expense$593,159
Professional Fundraising Fees$47,500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,760,162$54,700$288,503$2,103,365
Current Officers, Directors, Trustees, and Key Employees$68,328$90,388$93,952$252,668
Payroll Taxes$154,807$12,284$32,380$199,471
Other Employee Benefits$146,371$11,615$30,616$188,602
Occupancy$136,368$9,358$18,233$163,959
Payment Travel Entrtnmnt Publicly Ofcl$68,568$200$14,407$83,175
All Other Expenses$36,662$2,750$14,865$54,277
Fees for Services Professional Fundraising--$47,500$47,500
Other Expenses$37,634$1,092$8,285$47,011
Depreciation Depletion$28,529--$28,529
Fees for Services Accounting-$10,385-$10,385
Advertising$5,041-$30$5,071
Insurance$4,585--$4,585
Information Technology$925--$925
Total Functional Expenses$2,994,675$206,316$593,159$3,794,150

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,794,150
Total Expenses per Audited Statements$3,794,150
Total Expenses per Form 990$3,794,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$166,095
Fundraising Gross Income$112,000
Professional Fundraising Fees$47,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Passport to Possibilities NY, SF, CHI$732,157$112,000-$112,000
Total Events$732,157$112,000$166,095$-54,095
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 CEO/President 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.On-going 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

Filer Name
Upwardly Global
EIN
94-3346127
Phone
4158349901
Address
582 Market Street, San Francisco, CA 94104

Signing Officer

Name
Nicole Cicerani
Title
CEO/President
Signed
2015-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Cicerani
Formed
1999
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
54
Volunteers
850

Preparer

Firm
Grace & Associates CPA
Address
1175 E Garvey street ste 200, Covina, CA 91724
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/PersonNm4Ganeshe Batanabhatla
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeffrey Trent
IRS990/Form990PartVIISectionAGrp/PersonNm6Kevin Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm7Kaniaru Wacieni
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Malvais
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Geissel-Zervigon
IRS990/Form990PartVIISectionAGrp/PersonNm10Wendy Zimmermann
IRS990/Form990PartVIISectionAGrp/PersonNm11Kimberly Jew
IRS990/Form990PartVIISectionAGrp/PersonNm12Hope Hardison
IRS990/Form990PartVIISectionAGrp/PersonNm13Jennifer Engerman
IRS990/Form990PartVIISectionAGrp/PersonNm14Todd Harding
IRS990/Form990PartVIISectionAGrp/PersonNm15Kristina Grammer
IRS990/Form990PartVIISectionAGrp/PersonNm16Anne Kirwan
IRS990/Form990PartVIISectionAGrp/PersonNm17Nicole Cicerani
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15110283
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16119413
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17157940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
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/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Program Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO/President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0620157
IRS990/FundraisingDirectExpensesAmt0166095
IRS990/FundraisingGrossIncomeAmt0112000
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0281192
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04144532
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0925
IRS990/InformationTechnologyGrp/TotalAmt0925
IRS990/InsuranceGrp/ProgramServicesAmt04585
IRS990/InsuranceGrp/TotalAmt04585
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0984
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0984
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt096073
IRS990/LandBldgEquipBasisNetGrp/BOYAmt050052
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035544
IRS990/LandBldgEquipCostOrOtherBssAmt0131617
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03016588
IRS990/NetAssetsOrFundBalancesEOYAmt03200875
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-54095
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-54095
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0316859
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt018233
IRS990/OccupancyGrp/ManagementAndGeneralAmt09358
IRS990/OccupancyGrp/ProgramServicesAmt0136368
IRS990/OccupancyGrp/TotalAmt0163959
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt025740
IRS990/OtherAssetsTotalGrp/EOYAmt025740
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt030616
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011615
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0146371
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0188602
IRS990/OtherExpensesGrp/Desc0In-kind Expenses
IRS990/OtherExpensesGrp/Desc1Contractor services
IRS990/OtherExpensesGrp/Desc2Dues, license and service fee
IRS990/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/FundraisingAmt044388
IRS990/OtherExpensesGrp/FundraisingAmt18285
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013544
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11092
IRS990/OtherExpensesGrp/ProgramServicesAmt0316859
IRS990/OtherExpensesGrp/ProgramServicesAmt1177452
IRS990/OtherExpensesGrp/ProgramServicesAmt252384
IRS990/OtherExpensesGrp/ProgramServicesAmt337634
IRS990/OtherExpensesGrp/TotalAmt0316859
IRS990/OtherExpensesGrp/TotalAmt1221840
IRS990/OtherExpensesGrp/TotalAmt265928
IRS990/OtherExpensesGrp/TotalAmt347011
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08088
IRS990/OtherRevenueTotalAmt08088
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0288503
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054700
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01760162
IRS990/OtherSalariesAndWagesGrp/TotalAmt02103365
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt032380
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012284
IRS990/PayrollTaxesGrp/ProgramServicesAmt0154807
IRS990/PayrollTaxesGrp/TotalAmt0199471
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0840004
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0833181
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032227
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024623
IRS990/PrincipalOfficerNm0Nicole Cicerani
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0Employer Network Partners
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0139800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0139800
IRS990/ProgSrvcAccomActy2Grp/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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0299468
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0299467
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03235644
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01369
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt014407
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0200
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt068568
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt083175
IRS990/PYOtherExpensesAmt0785279
IRS990/PYOtherRevenueAmt0-42790
IRS990/PYProgramServiceRevenueAmt0114600
IRS990/PYRevenuesLessExpensesAmt0330669
IRS990/PYSalariesCompEmpBnftPaidAmt02135375
IRS990/PYTotalExpensesAmt02978154
IRS990/PYTotalProfFndrsngExpnsAmt057500
IRS990/PYTotalRevenueAmt03308823
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

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
2014Detailed filing. Detailed filing data is available for this year.$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