2024-04-18T08:14:18-05:00 2023-08-31 131459550 MAZARS USA LLP 135 WEST 50TH STREET NEW YORK NY 100200002 990 2022-09-01 061043042 TRICKLE UP PROGRAM INC TRIC 2122559980 31 WEST 34TH STREET 7001 NEW YORK NY 10001 NATHALIE LAIDLER-KYLANDER PRESIDENT 2122559980 2024-04-18 1 NATHALIE LAIDLER-KYLANDER 999009999 0 TAMAR PLOTZKER P02047230 2128127000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NATHALIE LAIDLER-KYLANDER 31 WEST 34TH STREET 7001 NEW YORK NY 10001 6980255 0 X WWW.TRICKLEUP.ORG X 1981 CT TO BRING BREAKTHROUGH OPPORTUNITIES TO THE WORLD'S POOREST AND MOST VULNERABLE PEOPLE 19 19 25 20 0 0 6374385 5903072 0 0 277817 360322 -88576 3407 6563626 6266801 422515 785221 0 0 2902388 3130438 0 0 983989 1654875 1600053 4979778 5515712 1583848 751089 8191318 8802105 824967 721429 7366351 8080676 X TRICKLE UP HELPS PEOPLE IN EXTREME POVERTY AND VULNERABILITY ADVANCE THEIR ECONOMIC AND SOCIAL WELL-BEING. WE DRIVE LARGE-SCALE CHANGE BY PARTNERING WITH GOVERNMENTS, GLOBAL INSTITUTIONS, AND LOCAL ORGANIZATIONS. 0 0 722541 322044 TRICKLE UP'S PROGRAMS IN INDIA CONNECT MARKETS TO ALLOW WOMEN TO ACCESS GREATER POTENTIAL FOR GROWTH AND HIGHER SUSTAINED INCOMES FROM THEIR LIVELIHOODS ULTIMATELY HELPING THEM MOVE FROM LOW-RISK, LOW-RETURN ACTIVITIES INTO HIGHER-RETURN ENTERPRISES, AND BUILD RESILIENCE TO ECONOMIC SHOCKS. TRICKLE WORKS WITH LOCAL PARTNERS (22) AND REGIONAL GOVERNMENTS IN THE STATES OF ORRISA, JHARKAND AND WEST BENGAL PROVIDING MORE THAN 19,316 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 96,580 WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE. 1269359 254780 TRICKLE UP JOINED FORCES WITH FOUR MUNICIPAL PARTNERS TO INSTITUTIONALIZE ECONOMIC AND SOCIAL SUPPORT POLICIES TO ADDRESS EXTREME POVERTY IN GUATEMALA, MEXICO AND COLOMBIA. OUR LATIN AMERICA PROJECTS CONNECTED PARTICIPANTS TO EXISTING BUT YET UNTAPPED PUBLIC SOCIAL PROGRAMS. TRICKLE WORKS WITH LOCAL PARTNERS (9) AND LOCAL GOVERNMENTS (5) IN THE GUATEMALA AND COLOMBIA AND IN THE MEXICAN STATES OF CHIAPAS, OAXACA AND YUCATAN PROVIDING MORE THAN 5,659 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 28,295 INDIVIDUALS WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE. 605584 208397 TRICKLE UP PROVIDES TECHNICAL ASSISTANCE TO POPULATIONS AFFECTED BY DISPLACEMENT, WORKING IN PARTNERSHIP WITH INTERNATIONAL NGOS (13) IN UGANDA, KENYA, AND COLOMBIA, TO LEAD POPULATIONS THESE ORGANIZATIONS WORK WITH ON THEIR PATHWAYS TOWARD SELF-RELIANCE AND RESILIENCE. OUR TEAM PROVIDES TECHNICAL ASSISTANCE TO PROGRAMS IN THE BEST PRACTICE FOR MOVING AFFECTED POPULATIONS OUT OF EXTREME POVERTY, PROVIDING SERVICES TO 7,199 PARTICIPANTS SUPPORTING 35,995 INDIVIDUALS IF YOU CONSIDER AVERAGE FAMILY SIZE. 1052726 3407 OTHER PROGRAMS 1052726 3407 3650210 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 1 1 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 20 0 1 25 1 0 1 IN GT 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY MD MN PA OR VA NH CT MA AR AK AZ CA ME MI MS NM NC ND NJ OH OK RI SC TN UT WA WI WV CO VT WY MT SD AL DC FL GA ID IL IA KS KY MO X X THE ORGANIZATION 2122559980 31 WEST 34TH STREET 7001 NEW YORK NY 10001 PENELOPE D FOLEY BOARD CHAIR 2.00 X X 0 0 0 FRANK DEGIOVANNI VICE CHAIR; CHAIR, PROGRAM COMMITTEE 1.00 X X 0 0 0 NICHOLAS GABRIEL TREASURER/CHAIR, FINANCE COMMITTEE 1.00 X X 0 0 0 WILLIAM BEST BOARD MEMBER 1.00 X 0 0 0 JOYCE CHANG BOARD MEMBER 1.00 X 0 0 0 KATHLEEN A DONOVAN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH M FORGET BOARD MEMBER 1.00 X 0 0 0 ANTONIA GEYELIN BOARD MEMBER/CHAIR, AUDIT COMMITTEE 1.00 X 0 0 0 SUSAN LEADER BOARD MEMBER 2.00 X 0 0 0 MARK LITTMAN BOARD MEMBER 1.00 X 0 0 0 RICHARD NEWMAN BOARD MEMBER 1.00 X 0 0 0 RESHMI PAUL BOARD MEMBER 2.00 X 0 0 0 RANGU SALGAME BOARD MEMBER 1.00 X 0 0 0 BARBARA SCHATZ GC EC BOARD MEMBER 2.00 X 0 0 0 BENJAMIN SEGA BOARD MEMBER 1.00 X 0 0 0 MASON H SMITH BOARD MEMBER 1.00 X 0 0 0 SAPNA R SRIVASTAVA BOARD MEMBER 2.00 X 0 0 0 LINDA STRUMPF BOARD MEMBER 2.00 X 0 0 0 DAWN WRIGHT BOARD MEMBER 1.00 X 0 0 0 NATHALIE LAIDLER-KYLANDER PRESIDENT 40.00 X 203326 0 48174 MICHAEL CASTLEN VP FINANCE AND OPERATIONS 40.00 X 154816 0 12420 BARBARA JACKSON VP, PROGRAMS 40.00 X 152034 0 34617 RHONDA ZAPATKA VP, DEVELOPMENT 40.00 X 151300 0 23617 URMY SHUKLA DIRECTOR, MONITORING/EVALUATION 40.00 X 102622 0 12920 ANJUM KHALIDI VP BUS DEV & STRATEGIC PART. 40.00 X 101970 0 41561 866068 0 173309 6 0 1 0 KIWI PARTNERS INC 237 WEST 35TH STREET SUITE 1101 NEW YORK NY 10001 OUTSOURCED CFO 218946 1 665446 5237626 5903072 175390 175390 898386 713454 184932 184932 184932 OTHER INCOME 900009 3407 3407 3407 6266801 3407 0 360322 X 785221 785221 428320 251164 72293 104863 2024370 1187078 341677 495615 105061 61608 17731 25722 430152 252238 72603 105311 142535 83582 24057 34896 15218 15218 45833 45833 932 932 575615 425237 80845 69533 52496 19767 1276 31453 75296 31754 31319 12223 114193 56522 37293 20378 164418 109497 23368 31553 302111 249713 29353 23045 64963 21982 33627 9354 29229 15541 6800 6888 TRAINING/TECHNICAL ASSI 68393 68393 91356 30913 47288 13155 5515712 3650210 881513 983989 364251 666413 2756718 2744442 1098142 532571 7181 417196 42952 58495 0 0 3587375 4253470 275856 107807 58843 21711 8191318 8802105 513298 466629 56869 254800 254800 824967 721429 X 3051887 3232628 4314464 4848048 7366351 8080676 8191318 8802105 751089 -36764 0 X 0 1 X 1 0 X 3680704 5039651 4299929 6374385 5903072 25297741 3680704 5039651 4299929 6374385 5903072 25297741 2709299 22588442 127431 111539 92745 97429 175390 604534 10097 14561 42020 3407 70085 25972360 40000 0.86970 0.85090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1790447 75497 119610 1746334 2146753 -246724 109582 1790447 1808548 31528 406197 99520 2146753 1641215 249268 81935 1808548 1683740 51779 94304 1641215 1.00000 0 0 0 SECURITY DEPOSITS PAYABLE 4800 REFUNDABLE ADVANCE 250000 254800 6496579 -36764 267474 230710 6265869 932 932 6266801 5782254 267474 267474 5514780 932 932 5515712 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORT ITS PROGRAMS AND OPERATIONS. 1 SOUTH ASIA 1 22 PROGRAM SERVICES MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 722541 CENTRAL AMERICA AND THE CARIBBEAN 1 12 PROGRAM SERVICES MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 1269359 SOUTH ASIA GRANTS TO RECIPIENTS LOCATED IN THE REGION 216560 CENTRAL AMERICA AND THE CARIBBEAN GRANTS TO RECIPIENTS LOCATED IN THE REGION 568661 2 34 0 0 2 34 2777121 0 2777121 SOUTH ASIA MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 23538 WIRE TRANSFER 0 SOUTH ASIA MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 105503 WIRE TRANSFER 0 SOUTH ASIA MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 51858 WIRE TRANSFER 0 SOUTH ASIA MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 27043 WIRE TRANSFER 0 SOUTH ASIA MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING 8619 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN SEED CAPITAL 241708 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN PARTNER SUPPORT 39440 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN SEED CAPITAL 113252 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN SEED CPAITAL 174261 WIRE TRANSFER 0 9 0 0 0 0 0 0 PART I, LINE 2: TRICKLE UP PROVIDES FUNDING TO ITS PARTNERS TO MAKE GRANTS AND SUPPORT PROGRAM IMPLEMENTATION COSTS. PAYMENTS ARE DUE TO PARTNERS BASED ON A SCHEDULE RELATED TO PROGRAM IMPLEMENTATION, WITH EACH PAYMENT SUBJECT TO THE PARTNER SATISFYING CERTAIN CONDITIONS, INCLUDING RIGOROUS SELECTION PROCESSES, REGULAR HOUSEHOLD & SAVINGS GROUP LEVEL VISITS AND MONITORING SAVINGS & LOAN ACTIVITIES; PROGRAMMATIC AND REPORTING REQUIREMENTS. PART III ACCOUNTING METHOD: X X X 0 0 0 0 0 0 0 0 0 NATHALIE LAIDLER-KYLANDER PRESIDENT 203326 0 0 0 0 0 10985 0 37189 0 251500 0 0 0 BARBARA JACKSON VP, PROGRAMS 152034 0 0 0 0 0 8785 0 25832 0 186651 0 0 0 RHONDA ZAPATKA VP, DEVELOPMENT 151300 0 0 0 0 0 10697 0 12920 0 174917 0 0 0 MICHAEL CASTLEN VP FINANCE AND OPERATIONS 152816 0 0 0 2000 0 10697 0 1723 0 167236 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CONTROLLER, THE VP FINANCE & OPERATIONS AND THE PRESIDENT. IT IS THEN REVIEWED BY THE TREASURER AND THE BOARD CHAIR, BEFORE BEING DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES ITS CONFLICT OF INTEREST POLICY TO ALL DIRECTORS, OFFICERS AND EMPLOYEES. THE POLICY REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS ANNUALLY AND AT SUCH TIME AS ONE MAY ARISE. THE BOARD MONITORS THE COMPLETION OF THE DISCLOSURE STATEMENTS. WHEN AN ACTUAL OR POTENTIAL CONFLICT IS BROUGHT TO THEIR ATTENTION, THEY TAKE APPROPRIATE STEPS, INCLUDING BRINGING THE MATTER TO THE GOVERNANCE COMMITTEE FOR FOR PROPER ACTIONS UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO DETERMINE COMPENSATION FOR THE CHIEF EXECUTIVE POSITION AND OTHER OFFICERS/KEY EMPLOYEES, A VARIETY OF OBJECTIVE TOOLS ARE UTILIZED, INCLUDING SURVEY DATA SPECIFIC TO OUR AREA AND INDUSTRY, COMPARISONS TO PEER ORGANIZATIONS, PERFORMANCE AND COST OF LIVING. THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT MEETS EACH JANUARY TO REVIEW THE PRESIDENT AND REVIEWS THE SALARIES OF OTHER NEW YORK AND COMMUNITY OF PRACTICE CEOS. THE COMMITTEE USES SEVERAL PUBLISHED COMPENSATION GUIDES. THE COMPENSATION COMMITTEE REVIEWS THE SALARY RANGES FOR TOP EXECUTIVES ACCORDING TO A SURVEY OF NONPROFITS IN THE FIELD AND COMPARABLE SIZE IN NEW YORK. THIS RANGE IS THE LIMIT TO WHAT THE CEO CAN APPROVE FOR THE OTHER SENIOR POSITIONS. THE BUDGET PROCESS INCLUDES ANY COLA INCREASES FOR ALL STAFF, INCLUDING SENIOR STAFF. SHOULD SENIOR STAFF BE PROVIDED INCREASES BEYOND A COLA, THE CEO WOULD SEEK ADVICE FROM THE EXECUTIVE COMMITTEE AND APPROVAL FOR ANYTHING BEYOND THAT. FORM 990, PART VI, SECTION C, LINE 19 FULL FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS/OTHER: PROGRAM SERVICE EXPENSES 425,237. MANAGEMENT AND GENERAL EXPENSES 80,845. FUNDRAISING EXPENSES 69,533. TOTAL EXPENSES 575,615.