LADDER UP: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LADDER UP (EIN 36-4070692)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-11
IRS object ID
202641319349300524
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T09:21:18-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD SUITE 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP605632349ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364070692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LADDER UPBusinessNameLine1Txt
Business Name Line2(F/K/A CITY-WIDE TAX ASSISTANCE PROGRAM)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLADDBusinessNameControlTxt
Phone3124660771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 N ORLEANS ST C2-100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT M BURKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3124660771PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA WHITEPreparerPersonNm
PTINP01790293PTIN
Phone6305668400PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAPRIL WOZNIAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 N ORLEANS ST C2-100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,454,895GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GOLADDERUP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee25TotalEmployeeCnt
Total Volunteers903TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,854,519PYContributionsGrantsAmt
CY Contributions Grants$2,747,733CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$25,641PYInvestmentIncomeAmt
CY Investment Income$145,991CYInvestmentIncomeAmt
PY Other Revenue$105,806PYOtherRevenueAmt
CY Other Revenue$86,644CYOtherRevenueAmt
PY Total Revenue$3,985,966PYTotalRevenueAmt
CY Total Revenue$2,980,368CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,584,963PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,825,756CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$213,064CYTotalFundraisingExpenseAmt
PY Other Expenses$752,703PYOtherExpensesAmt
CY Other Expenses$1,115,047CYOtherExpensesAmt
PY Total Expenses$2,337,666PYTotalExpensesAmt
CY Total Expenses$2,940,803CYTotalExpensesAmt
PY Revenues Less Expenses$1,648,300PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,565CYRevenuesLessExpensesAmt
Total Assets BOY$6,865,306TotalAssetsBOYAmt
Total Assets EOY$7,327,358TotalAssetsEOYAmt
Total Liabilities BOY$117,838TotalLiabilitiesBOYAmt
Total Liabilities EOY$257,630TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,747,468NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,069,728NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION HELPS LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS THE FINANCIAL RESOURCES THEY NEED TO CLIMB UP THE ECONOMIC LADDER. THE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,763,828ExpenseAmt
DescTAX ASSISTANCE PROGRAM:LADDER UP OPERATES ONE OF THE LARGEST AND OLDEST STATE-WIDE VOLUNTEER INCOME TAX ASSISTANCE PROGRAMS OF ITS KIND, OFFERING BOTH IN-PERSON AND DIGITAL SERVICES TO OVER 15,000 INDIVIDUALS ACROSS ILLINOIS. LADDER UP PROVIDES FAMILIES WITH FREE, HIGH-QUALITY TAX PREPARATION, AN ALTERNATIVE TO PAID TAX PREP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$238,468ExpenseAmt
DescLOW-INCOME TAX CLINIC:LADDER UP PROVIDES FREE, HIGH QUALITY PROFESSIONAL REPRESSENTATION TO LOW-INCOME TAX PAYERS FACING AN IRS OR IDOR CONTROVERSY. THROUGH ITS OFFICES, LADDER UP OFFERS EDUCATIONAL OUTREACH ON THE EARNED INCOME TAX CREDIT, STIMULUS PAYMENTS, ADVANCE CHILD TAX CREDITS, TAXPAYER RIGHTS, RESPONSIBILITIES AND COLLECTION ALTERNATIVES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$153,424ExpenseAmt
DescFINANCIAL CAPABILITY PROGRAM:LADDER UP PROVIDES YEAR-ROUND WORKSHOPS, COORDINATES SAVINGS CAMPAIGNS, AND OFFERS FINANCIAL COACHING TO HELP CLIENTS SET FINANCIAL GOALS AND MANAGE MAJOR LIFE FINANCIAL EVENTS. IN ADDITION TO THIS, LADDER UP HIGHLY VALUES AND SUPPORTS ITS FREE APPLICATION TRAINING FOR FEDERAL STUDENT AID (FAFSA) AND COMPLETION WORKSHOPS AT HIGH SCHOOLS FOR SCHOOLS AND COMMUNITY PARTNERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,155,720TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee25EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT BURKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124660771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 N ORLEANS ST C2-100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT M BURKE
CHAIRMAN & CEO1.001.00Yes (X)Yes (X)$0$0$0
JOHN CHANDLER
VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
MARK SNEIDER
CO-FOUNDER1.001.00Yes (X)$0$0$0
SR MARY PAUL MCCAUGHEY
DIRECTOR1.001.00Yes (X)$0$0$0
MERCEDES WILLIAMS
DIRECTOR1.001.00Yes (X)$0$0$0
PHYLLIS CAVALLONE
EXECUTIVE DIRECTOR (END 9/24)40.001.00Yes (X)$142,573$0$4,768
KATRINA MCDERMOTT
DIRECTOR FINANCE & ADMIN (END 2/25)40.001.00Yes (X)$129,059$0$4,608
BECKY SANTIAGO
DIRECTOR - TAX ASSISTANCE PROGRAM40.001.00$100,635$0$3,585Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$372,267TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,961TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$19,350FundraisingAmt
Government Grants$1,903,966GovernmentGrantsAmt
All Other Contributions$824,417AllOtherContributionsAmt
Noncash Contributions$38,649NoncashContributionsAmt
Total Contributions$2,747,733TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$123,000TotalRevenueColumnAmt
Exclusion$123,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$441,014SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$418,023SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$22,991SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,991TotalRevenueColumnAmt
Exclusion$22,991ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$140,029FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$19,350ContriRptFundraisingEventAmt
Fundraising Direct Expenses$56,504FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,525TotalRevenueColumnAmt
Exclusion$83,525ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$3,119TotalRevenueColumnAmt
Exclusion$3,119ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,119OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,980,368TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$232,635ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$206,344TotalAmt
Program Services$105,842ProgramServicesAmt
Management And General$70,219ManagementAndGeneralAmt
Fundraising$30,283FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,254,869TotalAmt
Program Services$1,014,771ProgramServicesAmt
Management And General$152,780ManagementAndGeneralAmt
Fundraising$87,318FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,321TotalAmt
Program Services$12,402ProgramServicesAmt
Management And General$1,133ManagementAndGeneralAmt
Fundraising$786FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$260,096TotalAmt
Program Services$200,000ProgramServicesAmt
Management And General$39,299ManagementAndGeneralAmt
Fundraising$20,797FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$90,126TotalAmt
Program Services$69,219ProgramServicesAmt
Management And General$13,679ManagementAndGeneralAmt
Fundraising$7,228FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$41,013TotalAmt
Management And General$41,013ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$732,209TotalAmt
Program Services$460,446ProgramServicesAmt
Management And General$235,092ManagementAndGeneralAmt
Fundraising$36,671FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$201,978TotalAmt
Program Services$173,480ProgramServicesAmt
Management And General$2,536ManagementAndGeneralAmt
Fundraising$25,962FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$44,010TotalAmt
Program Services$31,272ProgramServicesAmt
Management And General$12,369ManagementAndGeneralAmt
Fundraising$369FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,850TotalAmt
Program Services$14,172ProgramServicesAmt
Management And General$463ManagementAndGeneralAmt
Fundraising$215FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$80,588TotalAmt
Program Services$73,717ProgramServicesAmt
Management And General$3,436ManagementAndGeneralAmt
Fundraising$3,435FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES AND MISCELLANEOUSDesc
Total$399TotalAmt
Program Services$399ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,940,803TotalAmt
Program Services$2,155,720ProgramServicesAmt
Management And General$572,019ManagementAndGeneralAmt
Fundraising$213,064FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$348,034BOYAmt
EOY$212,909EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,400,468BOYAmt
EOY$1,490,306EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,652BOYAmt
EOY$10,439EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,485,124LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,388,088LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$177,624BOYAmt
EOY$97,036EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,894,671BOYAmt
EOY$5,498,206EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$38,857BOYAmt
EOY$18,462EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,865,306BOYAmt
EOY$7,327,358EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,219BOYAmt
EOY$238,061EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,619BOYAmt
EOY$19,569EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$117,838BOYAmt
EOY$257,630EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,002,468BOYAmt
EOY$6,391,728EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$745,000BOYAmt
EOY$678,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,747,468BOYAmt
EOY$7,069,728EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,865,306BOYAmt
EOY$7,327,358EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$39,565ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$282,695NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,549,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,764,640CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,621,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,854,519CurrentTaxYearMinus1YearAmt
Current Tax Year$2,747,733CurrentTaxYearAmt
Total$14,537,986TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year$97,612CurrentTaxYearAmt
Total$97,612TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,549,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,764,640CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,621,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,854,519CurrentTaxYearMinus1YearAmt
Current Tax Year$2,845,345CurrentTaxYearAmt
Total$14,635,598TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$640,380SubstantialContributorsTotAmt
Public Support Total170$13,995,218PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,265CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,574CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,422CurrentTaxYearMinus1YearAmt
Current Tax Year$123,000CurrentTaxYearAmt
Total$386,263TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$75,974CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$178,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,806CurrentTaxYearMinus1YearAmt
Current Tax Year$86,644CurrentTaxYearAmt
Total$446,585TotalAmt
FieldValueIRS element (for citing)
Total Support$15,468,446TotalSupportAmt
Public Support CY1700.90480PublicSupportCY170Pct
Public Support PY1700.92200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2022 AMOUNT: $ 16,104. 2023 AMOUNT: $ 11,284. 2024 AMOUNT: $ 3,119. SPECIAL EVENT /FUNDRAISING INCOME - 2021 AMOUNT: $ 75,974. 2022 AMOUNT: $ 162,057. 2023 AMOUNT: $ 94,522. 2024 AMOUNT: $ 83,525.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$259,587OtherCostOrOtherBasisAmt
Depreciation$177,301DepreciationAmt
Book Value$82,286BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,141,847OtherCostOrOtherBasisAmt
Depreciation$1,132,998DepreciationAmt
Book Value$8,849BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,690OtherCostOrOtherBasisAmt
Depreciation$77,789DepreciationAmt
Book Value$5,901BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$97,036TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITIESDesc
Amt$19,569Amt
FieldValueIRS element (for citing)
Total Liability$19,569TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,500,125TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$282,695NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,221,571DonatedServicesAndUseFcltsAmt
Other Revenue$56,504OtherRevenueAmt
Revenue Not Reported$1,560,770RevenueNotReportedAmt
Revenue Subtotal$2,939,355RevenueSubtotalAmt
Investment Expenses Not Incld$41,013InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$41,013RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,980,368TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,177,865TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,221,571DonatedServicesUseFcltsAmt
Other Expenses Included$56,504OtherExpensesIncludedAmt
Expenses Not Reported$1,278,075ExpensesNotReportedAmt
Expenses Subtotal$2,899,790ExpensesSubtotalAmt
Investment Expenses Not Incld2$41,013InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$41,013ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,940,803TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS A NOT-FOR PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION'S 2023, 2022, AND 2021 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATIONS BY THE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT/FUNDRAISING EXPENSES 56,504.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT/FUNDRAISING EXPENSES 56,504.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING GALAEvent1Nm
Gross Receipts Event1$79,671GrossReceiptsEvent1Amt
Charitable Contri Event1$3,150CharitableContriEvent1Amt
Gross Revenue Event1$76,521GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,336NonCashPrizesEvent1Amt
Rent Facility Costs Event1$11,150RentFacilityCostsEvent1Amt
Food And Beverage Event1$21,000FoodAndBeverageEvent1Amt
Entertainment Event1$1,825EntertainmentEvent1Amt
Other Direct Expenses Event1$426OtherDirectExpensesEvent1Amt
Event2TEE UPEvent2Nm
Gross Receipts Event2$67,808GrossReceiptsEvent2Amt
Charitable Contri Event2$4,300CharitableContriEvent2Amt
Gross Revenue Event2$63,508GrossRevenueEvent2Amt
Rent Facility Costs Event2$9,120RentFacilityCostsEvent2Amt
Food And Beverage Event2$8,384FoodAndBeverageEvent2Amt
Entertainment Event2$631EntertainmentEvent2Amt
Other Direct Expenses Event2$2,632OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$11,900GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$11,900CharitableContriOtherEventsAmt
Gross Receipts Total$159,379GrossReceiptsTotalAmt
Charitable Contributions Tot$19,350CharitableContributionsTotAmt
Gross Revenue Total Events$140,029GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,336NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$20,270RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$29,384FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,456EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,058OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$56,504DirectExpenseSummaryEventsAmt
Net Income Summary$83,525NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)BLOOMBERG TAX1$21,355FMV
Yes (X)CASINO ITEMS32$10,599FMV
Yes (X)TAX NOTES1$3,500FMV
Yes (X)DRAKE SOFTWARE1$2,095FMV
Yes (X)THS1$1,100FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 FOR CLARITY AND ACCURACY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL LADDER UP BOARD MEMBERS ARE INDEPENDENT OF MANAGEMENT AND SERVE ON THE BOARD AS UNPAID VOLUNTEERS. LADDER UP BOARD MEMBERS AND THEIR FAMILY MEMBERS DO NOT ENGAGE WITH LADDER UP IN FINANCIAL TRANSACTIONS OR IN TRANSACTIONS OTHERWISE INURING TO THE BENEFIT OF A BOARD MEMBER/FAMILY MEMBER. IF SUCH A POTENTIAL TRANSACTION WERE TO ARISE, IT WOULD BE CLOSELY SCRUTINIZED AND DECIDED UPON BY THE OTHER DISINTERESTED BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD REVIEWS AND APPROVES THE ANNUAL BUDGET INCLUDING THE BUDGET FOR SALARIES AND WAGES. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BASED ON THE REVIEW OF THE OUTSIDE EXPERTS AND SURVEYS. IT IS ALSO BASED ON THE ORGANIZATION'S PERFORMANCE, WHICH IS EVALUATED BY THE NUMBER OF CLIENTS SERVED, NUMBER OF VOLUNTEERS, DOLLARS RETURNED TO THE COMMUNITY, AND OVERALL IMPACT. THE EXECUTIVE DIRECTOR REVIEWS THE PERFORMANCE OF OTHER OFFICERS AND KEY EMPLOYEES AND AUTHORIZES THEIR COMPENSATION WITHIN THE BOARD-APPROVED BUDGET.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 460,446. MANAGEMENT AND GENERAL EXPENSES 235,092. FUNDRAISING EXPENSES 36,671. TOTAL EXPENSES 732,209.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CENTER FOR ECONOMIC PROGRESSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 N ORLEANS STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
EIN363693728EIN
Primary ActivitiesHELP LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS FINANCIAL RESOURCESPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LADDER UPBusinessNameLine1Txt

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