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Human Services : Social Services

Upwardly Global

A resource for skilled immigrants. An opportunity for America.

three stars

81.41

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

Board Leadership
Pranav S. Ramanathan
Board Chair

CEO
Jina Krause-Vilmar
President, CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 81.41 three stars
  Financial 73.72 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 09/01/2020 and includes data from FY2018, 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.

Impact Information

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GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Showing 3 of 4
Total in 2019
Average number of service recipients per month
148
Number of placements defined as full-time
805
Number of participants who gain employment
677
Number of clients placed
1,004
This organization has earned a GuideStar's Platinum Seal of Transparency by voluntarily sharing the measures of progress and results they use to pursue their mission. Organizations earn Platinum Seals by selecting from a catalog of over 900 expert recognized metrics or by creating a new metric that best fits their work. This information is reported by the organization and displayed publicly on their GuideStar Nonprofit Profile. With over 1.6 million Nonprofit Profiles, 9 million annual visitors and over 200 data partners, GuideStar is the world's leading source of information about nonprofit organizations. A nonprofit itself, GuideStar is dedicated to providing better data for better decisions for a better world.
This impact information is current as of August 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

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

Financial

two stars

73.72

Accountability & Transparency

four stars

100.00

This rating was published 09/01/2020 and includes data from FY2018, 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)		 71.8%
  Administrative Expenses 12.7%
  Fundraising Expenses 15.4%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 0.60
  Program Expenses Growth -0.2%
  Liabilities to Assets 10.2%
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) 81.41 three stars
Goodwill of Orange County (CA) 89.88 three stars
The HOPE Program (NY) 90.36 four stars
Prison Entrepreneurship Program (TX) 91.49 four stars
The Cara Program (IL) 90.78 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,578,927
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $711,048
   Related Organizations $250,000
   Government Grants $443,920
Total Contributions $4,983,895
   Program Service Revenue $333,503
Total Primary Revenue $5,317,398
   Other Revenue $-110,013
TOTAL REVENUE $5,207,385
   
EXPENSES  
   Program Expenses $3,584,261
   Administrative Expenses $970,660
   Fundraising Expenses $383,950
TOTAL FUNCTIONAL EXPENSES $4,938,871
   
Payments to Affiliates $0
Excess (or Deficit) for the year $268,514
   
Net Assets $3,235,413

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 $3,195,436 89.1%
Employer Network Program $388,825 10.8%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 09/01/2020 81.41 three stars
2018-12 06/01/2020 81.29 three stars
2017-12 05/01/2019 88.97 three stars
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, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$75,058 1.51% Jasmeet Krause-Vilmar President & CEO
Other Salaries of Note
$107,422 2.17% Rebecca Tancredi Vice President of Programs, Acting CEO
$37,813 0.76% Nicole Cicerani Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Upwardly Global (CA) 81.41 three stars
San Diego Second Chance Program (CA) 90.08 four stars
New Memphis Institute (TN) 88.46 three stars
Millionair Club Charity (WA) 90.58 four stars
Capital IDEA (TX) 92.20 four stars

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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

Pranav S. Ramanathan
Board Chair

CEO

Jina Krause-Vilmar
President, CEO

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