2024-09-20T06:51:26-07:00 2023-12-31 262176601 EASY OFFICE DBA JITASA 1120 S RACKHAM WAY SUITE 300 MERIDIAN ID 83642 990 2023-01-01 834572806 UPLAND ADVISORS UPLA 2028102227 1507 E 53RD ST 488 CHICAGO IL 60615 JASON GELBORT SECRETARY 2024-09-20 1 1 JEREMY CORK P01544850 2082874777 2024-09-20 2023 2024-08-08 14:25:15Z JASON GELBORT 1507 E 53RD ST 488 CHICAGO IL 60615 3210160 0 X https://www.uplandadvisors.org/ X 2019 IL UPLAND ADVISORS SEEKS TO FOSTER AND SUPPORT SUSTAINABLE PEACEBUILDING INITIATIVES IN CONFLICT-AFFECTED COUNTRIES THROUGH ACADEMIC RESEARCH, STAKEHOLDER EDUCATION AND TRAINING, AND NON-PARTISAN ADVOCACY AND POLICYMAKING. 3 2 2 2 0 0 1181 3210050 0 0 21 110 0 0 1202 3210160 500 0 0 0 4673 210496 0 0 15 2759 944949 7932 1155445 -6730 2054715 71182 2202839 11 76953 71171 2125886 X UPLAND ADVISORS SUPPORTS SUSTAINABLE PEACEBUILDING INITIATIVES BY PROVIDING TRUSTED ADVICE ON STRATEGY, POLICY, AND LAW-RELATED MATTERS. WE ASSIST THE INCLUSIVE PEACEMAKING EFFORTS OF ETHNIC STAKEHOLDERS IN BURMA/MYANMAR THROUGH ADVICE, RESEARCH, AND EDUCATION SERVICES. UPLAND ADVISORS CONDUCTS RELATED NON-PARTISAN ADVOCACY ON MATTERS RELATED TO PEACE, CONFLICT, AND HUMAN RIGHTS. 0 1 1090825 0 0 TRAINING LOCAL LEADERS ON NEGOTIATIONS AND PRINCIPLES TO A CONSTITUTIONAL DEMOCRACY - THIS PROGRAM PROVIDED TECHNICAL ASSISTANCE AND CAPACITY BUILDING SUPPORT THROUGH HIGHLY TRUSTED EDUCATION AND ADVICE ON SENSITIVE AND CHALLENGING MATTERS TO KEY DECISION-MAKERS ACROSS DIVERSE ORGANIZATIONS AND COMMUNITIES. MORE THAN A DOZEN ADVISORS WERE RESOURCED TO ENGAGE WITH OVER 50 STAKEHOLDER ORGANIZATIONS. THE PROGRAMS IS DESIGNED TO CONTRIBUTE TO THE SUSTAINABLE, PEACEFUL, AND INCLUSIVE RESOLUTION OF BURMA/MYANMAR'S ONGOING PRO-FEDERAL DEMOCRACY REVOLUTION AND 75-YEARS-LONG CIVIL WARS. 19236 0 0 EDUCATION CAMPAIGN TO PROMOTE HUMAN RIGHTS - THIS PROGRAM PROVIDED TECHNICAL ASSISTANCE AND RELATED RESEARCH AND WRITING IN SUPPORT OF HUMAN RIGHTS INITIATIVES. IT SUCCESSFULLY SUPPORTED NATIONAL STAKEHOLDERS IN PROMOTING AND ADVANCING HUMAN RIGHTS ACCOUNTABILITY MEASURES AND ENGAGING WITH RELEVANT INTERNATIONAL ACTORS. 0 0 0 1110061 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X JASON GELBORT 2028102227 1507 E 53RD ST 488 CHICAGO IL 60615 JASON GELBORT EXECUTIVE DIRECTOR AND SECRETARY 50 X X 168000 0 11800 RANDY BENJENK PRESIDENT AND BOARD MEMBER 1 X X 0 0 0 MATTHEW COLMAN TREASURER AND BOARD MEMBER 1 X X 0 0 0 168000 0 11800 1 0 1 0 STEPHEN MARSHALL 6/148 EVANS BAY PARADE WELLINGTON NZ 6021 CONSULTANT FEES FOR PROGRAM ADVISORY SERVICES 226800 BEN WHITE LAPH KHAM HOUSE 10/4 SOI 2KO RATC CHIANG MAI TH 50100 CONSULTANT FEES FOR PROJECT MANAGEMENT SERVICES 134004 RYAN SULLIVAN 2C-601 CHATEAU ELYSEE CONDOMINIUMS PARANAQUE CITY RP 1711 CONSULTANT FEES FOR PROGRAM ADVISORY SERVICES 116900 JH SIEBERT NO 140/11 VILLAGE 3 SURAT THANI PHUNPHIN TH 84130 CONSULTANT FEES FOR PROGRAM ADVISORY SERVICES 109600 4 0 0 0 0 0 3210050 0 3210050 0 110 0 0 110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3210160 0 0 110 X 168002 130428 37574 16668 16668 11800 8850 2950 14026 11190 2836 4892 4892 27402 27402 850416 850416 2545 2174 369 2 1289 1126 163 432 419 13 51091 50984 107 5278 5278 DUES & SUBSCRIPTIONS 1604 653 951 0 1155445 1110061 45369 15 20344 538453 50838 124698 1539688 71182 2202839 11 76953 0 11 76953 X 71171 2088386 0 37500 71171 2125886 71182 2202839 2054715 0 0 0 0 0 X X 0 1 X 0 0 X 115500 805 3771 1181 3210049 3331306 115500 805 3771 1181 3210049 3331306 3331306 846 35 21 21 110 1033 3332339 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X 3210160 0 0 0 0 0 3210160 0 0 0 3210160 1155445 0 0 0 0 0 1155445 0 0 0 1155445 Schedule D, Part X, Line 2 THE ORGANIZATION IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY THE INTERNAL REVENUE CODE, IS SUBJECT TO INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE ORGANIZATION'S INCOME WAS DIRECTLY RELATED TO ITS EXEMPT PURPOSE; THUS, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR INCOME TAXES. 1 East Asia and the Pacific 14 Program Services EXEMPT PROJECT ACTIVITY IMPLEMENTATION. 823916 0 14 823916 0 0 0 0 0 0 Schedule F, Part I, Line 2 THE ORGANIZATION DID NOT PROVIDE ANY GRANTS DURING THE REPORTING PERIOD. THE ORGANIZATION MAINTAINED PROCEDURES TO MONITOR ASSISTANCE PROVIDED THROUGH EDUCATIONAL AND ADVISORY SUPPORT THAT WAS FUNDED THROUGH INDEPENDENT CONTRACTOR CONTRACTS FOR CONSULTANT SERVICES AND EXPENSES. THIS MONITORING INCLUDED, INTER ALIA, POLICIES, PROCEDURES, AND CAREFUL IMPLEMENTATION OF PROCUREMENT, INCLUDING REQUIREMENTS FOR SANCTIONS CHECKS PRIOR TO PROCUREMENT; AN ANTI-TERRORISM AND OFAC SANCTIONS POLICY, REQUIRING REGULAR MONITORING OF SANCTIONS CHANGES AND SPECIFIC RISKS, WITH CERTIFICATION AND REPORTING TO THE BOARD OF DIRECTORS; MONTHLY REPORTING ON ACTIVITIES BY PERSONNEL, INCLUDING TIMESHEETS AND NARRATIVE REPORTS; POLICIES, PROCEDURES, AND STRICT SCRUTINY OF ALL EXPENDITURES, INCLUDING FOR ANY REIMBURSED TRAVEL EXPENSES; CONFLICT-SENSITIVE STAKEHOLDER SURVEYS TO ENCOURAGE FEEDBACK AND CONTRIBUTE TO PROGRAM EVALUATION; REGULAR REPORTING TO THE BOARD OF DIRECTORS ON ACTIVITIES, FINANCES, AND CONTEXT DEVELOPMENTS; AND ONGOING COMMUNICATIONS WITH PERSONNEL, BENEFICIARIES, DONORS, AND THIRD PARTIES TO MONITOR USE OF ASSISTANCE IN A MANNER APPROPRIATE TO THE SERVICES PROVIDED. X X 0 0 0 0 0 0 0 0 0 JASON GELBORT EXECUTIVE DIRECTOR AND SECRETARY 168000 0 0 0 11800 0 0 0 0 0 179800 0 0 0 Form 990, Part III, Line 3 DUE TO SIGNIFICANT INCREASE IN FUNDS RAISED STARTING IN JANUARY 2023, THE ORGANIZATION HAS BEEN ABLE TO BETTER RESOURCE ACTIVITIES AND IMPLEMENT PROGRAMMING PLANS. THIS HAS INCLUDED INCREASING THE NUMBERS OF HIGHLY QUALIFIED PERSONNEL CONTRIBUTING TO PROGRAM SERVICES, MORE RESPONSIVE SERVICES, AND A WIDER RANGE OF EXPERTISE PROVIDED, AS WELL AS STRENGTHENING ORGANIZATIONAL CAPACITY TO MANAGE THE MORE ROBUST PROGRAM. Form 990, Part VI, Section B, Line 11b THE 990 FORM IS REVIEWED BY THE BOARD PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES, ANNUAL DISCLOSURE STATEMENTS ARE FILLED OUT AND SIGNED TO SHARE WITH THE BOARD. THESE ADDRESS ACTUAL AND POTENTIAL, DIRECT AND INDIRECT CONFLICTS OF INTEREST. Form 990, Part VI, Section B, Line 15 IN ACCORDANCE WITH THE ORGANIZATION'S POLICY FOR BOARD APPROVAL OF COMPENSATION (ADAPTED FROM THE DRAFT POLICY BY THE NATIONAL COUNCIL OF NONPROFITS), THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS OBTAIN RESEARCH AND INFORMATION TO MAKE AN INDEPENDENT, GOOD FAITH DETERMINATION OF THE COMPENSATION (SALARY AND BENEFITS) TO BE PAID TO THE EXECUTIVE DIRECTOR. FOR EXAMPLE, THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; 4. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS; AND 5. OTHER RELEVANT SOURCES OF COMPARABLE COMPENSATION INFORMATION. TO APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. Form 990, Part VI, Section C, Line 19 FORMS ARE AVAILABLE UPON REQUEST AND MAY ALSO BE AVAILABLE VIA IRS.GOV AND GUIDESTAR.ORG. Form 990, Part IX, Line 11g CONTRACT SERVICES FOR EXEMPT PROJECT IMPLEMENTATION AND TRANSLATORS. Form 990, Part XII, Line 1 ORGANIZATION CHANGES ACCOUNTING METHOD FOR BETTER REFLECT OF NATURE OF REVENUE AND EXPENSES.