Upwardly Global

“In 2015, the organization conducted a third party, independent evaluation of compensation for all positions in the organization. A review of the assessment was completed and a compensation range was set and approved for performance increases in fy16. The assessment identified the need for some one-time salary adjustments in key positions, which were approved by the board and implemented in early 2016.”

“Form 990, Part III, Line 4a (Continued from Part III) JOBSEEKER SERVICES PROGRAM PROVIDED WORKSHOPS, INDIVIDUAL JOB SEARCH COACHING, ASSISTANCE, AND MENTORING TO UNEMPLOYED AND UNDEREMPLOYED LOW INCOME IMMIGRANTS, REFUGEES, AND POLITICAL ASYLEES WITH 1,770 COMPLETING OUR TRAINING PROGRAM. WE PLACED 855 JOBSEEKERS AT AN AVERAGE SALARY OF $51,300. Program Services Form 990, Part III, Line 4b (Continued from Part III) BY PROVIDING ACCESS TO HIGHLY SKILLED, DIVERSE AND MOTIVATED IMMIGRANT PROFESSIONALS, UPGLO BUILDS STRONG LONG-TERM RELATIONSHIPS WITH EMPLOYERS THAT SHIFT AWARENESS, HIRING PRACTICES AND COMPANY CULTURE AROUND IMMIGRANT INCLUSION. WE ALSO RECRUIT EMPLOYER PARTNER STAFF-MEMBERS AS EVENT VOLUNTEER ADVISORS, MENTORS, MOCK INTERVIEWERS, NETWORKERS AND CONNECTORS FOR IMMIGRANT AND REFUGEE JOBSEEKERS. OF OUR TOTAL PLACEMENTS NATIONALLY, 12%, OR 102, WERE WITHIN THE EMPLOYER NETWORK. UPWARDLY GLOBAL ADDED A TOTAL OF 5 NEW PARTNERS ACROSS THE U.S. IN 2016, WHICH BROUGHT THE TOTAL PAID PARTNER COUNT UP TO 31 FOR THE YEAR. Form 990 Review Process FORM 990, PART VI, LINE 11 THE RESPONSIBILITY FOR THE FORMAL REVIEW OF THE FORM 990 LIES WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE FULL BOARD ACCEPTING OR REJECTING THE RECOMMENDATION OF THE FINANCE COMMITTEE. WITH THE SUPPORT AND INPUT FROM THE ORGANIZATION'S CPA FIRM, MANAGEMENT COMPLETES AND REVIEWS THE FORM 990 BEFORE FORMALLY PRESENTING IT TO THE FINANCE COMMITTEE FOR REVIEW. IN COLLABORATION WITH MANAGEMENT, THE FINANCE COMMITTEE DIRECTS RELEVANT EDITS OR CHANGES TO BE MADE BY THE ORGANIZATION'S CPA AND DOES A FINAL APPROVAL AFTER ALL CHANGES ARE FINALIZED. AFTER THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY SUBMIT IT TO THE FULL BOARD TO ACCEPT OR REJECT THE RECOMMENDATION. THE APPROVAL OF THE FORM 990 IS RECORDED IN THE FINANCE COMMITTEE MEETING NOTES, AND THE ACCEPTANCE OF THE FULL BOARD IS RECORDED IN BOARD MEETING NOTES. CONFLICT OF INTEREST POLICY & MONITORING FORM 990, PART VI, LINE 12 UPWARDLY GLOBAL HAS IMPLEMENTED AN ANNUAL CONFLICT OF INTEREST SIGNOFF PROCESS FOR ALL EMPLOYEES AND DIRECTORS IN 2017 AND IS FULLY COMPLIANT. 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.”

“Form 990, part vi, line 15a in 2015, the organization conducted a third party, independent evaluation of compensation for all positions in the organization, including the ceo and top management positions in collaboration with a subset of the executive committee and finance committee of the board. A review of the assessment was completed and a compensation range was set and approved for performance increases in fy16. The assessment identified the need for some one-time salary adjustments in key positions to bring them into alignment with market compensation bands. The increases and adjustments were approved by the full board in 2015, and implemented in early 2016. The board also did an in-depth assessment of ceo compensation in late 2014, which benchmarked executive compensation across organizations of like size, serving similar populations. The results of this assessment led to a one-time salary adjustment for the ceo in early 2015.”

“Form 990, part vi, section c, line 19 the organization makes its governing documents and conflict of interest policy available upon request. The audited financial statements are available on the website.”