UPWARDLY GLOBAL (EIN 943346127) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JASMEET KRAUSE-VILMAR

Phone

2122198828

Tax Period

2023-01-01 to 2023-12-31

UPWARDLY GLOBAL, founded in 1999, is a mid-sized nonprofit in the Employment sector that reported $22.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $8.7M, a strong 39% operating margin.

Mission

SEE PART III, LINE 1.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,709,887

Program Service Revenue $1,066,130

Investment Income $671,802

Other Revenue $-56,778

TOTAL REVENUE $22,391,041

Expense Breakdown

Grants Paid $287,923

Salaries & Benefits $9,745,759

Fundraising Expenses $1,065,323

Program Expenses $10,425,474

Other Expenses $3,625,697

TOTAL EXPENSES $13,659,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,391,041	$19,305,952	+0.2%
Expenses	$13,659,379	$9,316,393	+0.5%
Net Income	$8,731,662	$9,989,559	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

107

Volunteers

2630

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$502,983

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMI LING	CHAIR	3.00	Officer Director	$0	$0	$0
STEVEN OSTLER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
HEATHER REILLY	SECRETARY (FROM 3/6/2023)	3.00	Officer Director	$0	$0	$0
ROBERT GARECHANA	TREASURER	3.00	Officer Director	$0	$0	$0
PHILIPP SCHUMACHER	BOARD MEMBER, (UNTIL 12/31/2023)	2.00	Director	$0	$0	$0
VIVEK VAIDYA	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSALYN CHEN	BOARD MEMBER, (UNTIL 12/31/2023)	2.00	Director	$0	$0	$0
AU NGUYEN	BOARD MEMBER	2.00	Director	$0	$0	$0
CAIO ZAPATA	BOARD MEMBER, (UNTIL 2/13/2023)	2.00	Director	$0	$0	$0
MOHAMMAD SEDIQ HAZRATZAI	BOARD MEMBER	2.00	Director	$0	$0	$0
RJ FOX	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAUN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
TONY GONCALVES	BOARD MEMBER	2.00	Director	$0	$0	$0
LUCY WALTON	BOARD MEMBER	2.00	Director	$0	$0	$0
MINDI COX	BOARD MEMBER, (FROM 9/15/2023)	2.00	Director	$0	$0	$0
ARNAB CHAKRABORTY	BOARD MEMBER, (FROM 9/15/2023)	2.00	Director	$0	$0	$0
JASMEET KRAUSE-VILMAR	CEO & PRESIDENT	50.00	Officer	$304,229	$9,379	$313,608
CHRISTINE GINSBURG	VP OF FINANCE & ADMINISTRATION	50.00	Officer	$146,611	$42,764	$189,375
ALI MAHA	VP OF PEOPLE & CULTURE	50.00	Highest	$155,576	$18,847	$174,423
DIANE SHOHET	VP OF DEVELOPMENT	50.00	Highest	$158,023	$4,899	$162,922
JOSHUA GARNER	STRATEGIC COMMUNICATIONS DIRECTOR	50.00	Highest	$146,815	$11,873	$158,688
STEPHANIE ALMAN	NATIONAL DIR. OF EMPLOYMENT SRVCS	50.00	Highest	$136,447	$14,936	$151,383
JOSHUA WINTER	COO (FROM 3/6/2023)	50.00	Highest	$143,256	$4,438	$147,694

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$22,391,041	$13,659,379	$31,782,416	$8,731,662
2022	$19,305,952	$9,316,393	$23,406,064	$9,989,559
2021	$11,973,523	$6,893,690	$12,593,796	$5,079,833
2020	$7,016,304	$5,670,504	$7,157,462	$1,345,800
2019	$6,750,061	$5,531,091	$4,915,534	$1,218,970
2018	$5,207,385	$4,938,871	$3,604,840	$268,514

UPWARDLY GLOBAL