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Human Services : Social Services

Upwardly Global

A resource for skilled immigrants. An opportunity for America.

three stars

87.98

582 Market Street Suite 1207
San Francisco, CA 94104
tel: (415) 834-9901   Web Site
EIN: 94-3346127

Board Leadership
Todd A. Harding
Board Chair

CEO
Rebecca Tancredi
Interim CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 87.98 three stars
  Financial 84.52 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 06/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?

Upwardly Global creates employer partnerships that benefit from access to the talent pool of over 1.8 million immigrants in the U.S. who are college educated, but are unemployed or underemployed. We also provide customized training and support for these new Americans to give them an equal opportunity to find and secure skill appropriate opportunities and achieve their full economic potential in the U.S. The outcome is global talent for employers, culturally competent service providers for diverse communities, and family sustaining incomes for those who were previously unemployed or underemployed.

Upwardly Global creates employer partnerships that benefit from access to the talent pool of over 1.8 million immigrants in the U.S. who are college educated, but are unemployed or underemployed. We also provide customized training and support for these new Americans to give them an equal opportunity to find and secure skill appropriate opportunities and achieve their full economic potential in the U.S. The outcome is global talent for employers, culturally competent service providers for diverse communities, and family sustaining incomes for those who were previously unemployed or underemployed.

Results Information

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Learn more about how we calculate the overall score and rating.

Financial

three stars

84.52

Accountability & Transparency

four stars

93.00

This rating was published 06/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 74.6%
  Administrative Expenses 7.6%
  Fundraising Expenses 17.6%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 0.52
  Program Expenses Growth 17.3%
  Liabilities to Assets 8.2%
All data for Financial Performance Metrics calculations was provided by Upwardly Global on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Upwardly Global on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Upwardly Global (CA) 87.98 three stars
Jewish Vocational Service of Boston (MA) 91.42 four stars
Goodwill Southern California (CA) 86.27 three stars
MERS Missouri Goodwill Industries (MO) 88.96 three stars
Dress for Success Worldwide (NY) 91.90 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,105,748
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $563,580
   Related Organizations $0
   Government Grants $358,903
Total Contributions $5,028,231
   Program Service Revenue $185,850
Total Primary Revenue $5,214,081
   Other Revenue $-98,801
TOTAL REVENUE $5,115,280
   
EXPENSES  
   Program Expenses $3,900,035
   Administrative Expenses $602,443
   Fundraising Expenses $1,295,292
TOTAL FUNCTIONAL EXPENSES $5,797,770
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-682,490
   
Net Assets $2,458,691

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Job Seeker Services $3,655,088 93.7%
Employer Network Program $244,947 6.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 06/01/2018 87.98 three stars
2015-12 09/01/2017 91.93 four stars
2015-12 04/01/2017 88.79 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-3346127
Name in IRS Master File UPWARDLY GLOBAL
NTEE Code J21
NTEE Classification Vocational Counseling, Guidance and Testing
NTEE Type Employment, Job-Related
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 2000
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
None reported -- This organization did not report a CEO
Other Salaries of Note
$137,629 2.37% Kenneth Cox VP of Development
$108,051 1.86% Anne Kirwan Director, Western Development

Highly Rated

Charity Name & State Overall Score Overall Rating
Upwardly Global (CA) 87.98 three stars
Dress for Success Worldwide (NY) 91.90 four stars
The Career Wardrobe (PA) 87.25 three stars
New Memphis Institute (TN) 89.39 three stars
Millionair Club Charity (WA) 90.57 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Upwardly Global
582 Market Street
Suite 1207
San Francisco, CA 94104
tel: (415) 834-9901
fax: (415) 840-0334
EIN: 94-3346127

Visit Web Site

Board Leadership

Todd A. Harding
Board Chair

CEO

Rebecca Tancredi
Interim CEO

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