LADDER UP: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LADDER UP (EIN 36-4070692)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-07
IRS object ID: 202431289349301973
Schema version: 2022v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-07T11:24:57-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	363168081	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SIKICH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1415 W DIEHL RD SUITE 400	AddressLine1Txt
City	NAPERVILLE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	605632349	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	364070692	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LADDER UP	BusinessNameLine1Txt
Business Name Line2	(F/K/A CITY-WIDE TAX ASSISTANCE PROGRAM)	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LADD	BusinessNameControlTxt
Phone	3124660771	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 N ORLEANS ST C2-100	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60654	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT M BURKE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3124660771	PhoneNum
Signature	2024-04-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	BURKE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	HEATHER BONIFAS CPA	PreparerPersonNm
PTIN	P01711657	PTIN
Phone	6305668400	PhoneNum
Preparation	2024-04-24	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PHYLLIS CAVALLONE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 N ORLEANS ST C2-100	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60654	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,936,010	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.GOLADDERUP.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	THE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	600	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,764,640	PYContributionsGrantsAmt
CY Contributions Grants	$2,621,118	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$67,909	PYInvestmentIncomeAmt
CY Investment Income	$71,246	CYInvestmentIncomeAmt
PY Other Revenue	$75,974	PYOtherRevenueAmt
CY Other Revenue	$178,161	CYOtherRevenueAmt
PY Total Revenue	$2,908,523	PYTotalRevenueAmt
CY Total Revenue	$2,870,525	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,535,389	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,602,048	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$203,148	CYTotalFundraisingExpenseAmt
PY Other Expenses	$882,554	PYOtherExpensesAmt
CY Other Expenses	$761,888	CYOtherExpensesAmt
PY Total Expenses	$2,417,943	PYTotalExpensesAmt
CY Total Expenses	$2,363,936	CYTotalExpensesAmt
PY Revenues Less Expenses	$490,580	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$506,589	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,814,683	TotalAssetsBOYAmt
Total Assets EOY	$4,661,807	TotalAssetsEOYAmt
Total Liabilities BOY	$123,251	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$120,751	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,691,432	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,541,056	NetAssetsOrFundBalancesEOYAmt
Mission	THE 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 Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,602,556	ExpenseAmt
Desc	TAX 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 13,000 INDIVIDUALS ACROSS ILLINOIS. LADDER UP PROVIDES FAMILIES WITH FREE, HIGH-QUALITY TAX PREPARATION AND AN ALTERNATIVE TO PAID TAX PREPARERS. LADDER UP OFFERS MULTIPLE TYPES OF SERVICES AS WELL AS MULTIPLE SAFETY PROTOCOLS TO ENSURE THE SAFETY OF ITS CLIENTS AND VOLUNTEERS. IN THE 2023 TAX SEASON, LADDER UP CLIENTS QUALIFIED FOR AN AVERAGE REFUND OF $1,941, AND OVER 76% QUALIFIED FOR A FEDERAL TAX REFUND.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$217,287	ExpenseAmt
Desc	LOW-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. THE TAX CLINIC DELIVERS NEARLY HALF A MILLION DOLLARS IN DECREASED LIABILITIES TO OUR CLIENTS EACH YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$60,857	ExpenseAmt
Desc	FINANCIAL 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

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,880,700	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	75	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	18	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KATRINA MCDERMOTT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3124660771	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 N ORLEANS ST C2-100	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60654	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT M BURKE
BOARD CHAIRMAN	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN CHANDLER
SECRETARY	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARK SNEIDER
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
SR MARY PAUL MCCAUGHEY
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
MERCEDES WILLIAMS
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
PHYLLIS CAVALLONE
EXECUTIVE DIRECTOR	40.00	1.00		Yes (X)	$185,000	$0	$7,344
KATRINA MCDERMOTT
DIRECTOR OF FINANCE & ADMINISTRATION	40.00	1.00		Yes (X)	$108,609	$0	$4,731
HEDI BELKAOUI
COO (THRU 09/16/22)	40.00	1.00			$111,840	$0	$4,541	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$405,449	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$16,616	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$24,537	FundraisingAmt
Government Grants	$1,798,277	GovernmentGrantsAmt
All Other Contributions	$798,304	AllOtherContributionsAmt
Noncash Contributions	$21,480	NoncashContributionsAmt
Total Contributions	$2,621,118	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$65,574	TotalRevenueColumnAmt
Exclusion	$65,574	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$20,416	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$14,744	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,672	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,672	TotalRevenueColumnAmt
Exclusion	$5,672	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$212,798	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$24,537	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$50,741	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$162,057	TotalRevenueColumnAmt
Exclusion	$162,057	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$16,104	TotalRevenueColumnAmt
Exclusion	$16,104	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$16,104	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,870,525	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$249,407	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$313,478	TotalAmt
Program Services	$171,851	ProgramServicesAmt
Management And General	$98,383	ManagementAndGeneralAmt
Fundraising	$43,244	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,040,616	TotalAmt
Program Services	$903,072	ProgramServicesAmt
Management And General	$50,059	ManagementAndGeneralAmt
Fundraising	$87,485	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$31,161	TotalAmt
Program Services	$28,349	ProgramServicesAmt
Management And General	$412	ManagementAndGeneralAmt
Fundraising	$2,400	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$130,311	TotalAmt
Program Services	$104,246	ProgramServicesAmt
Management And General	$13,626	ManagementAndGeneralAmt
Fundraising	$12,439	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$86,482	TotalAmt
Program Services	$68,904	ProgramServicesAmt
Management And General	$9,271	ManagementAndGeneralAmt
Fundraising	$8,307	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$20,416	TotalAmt
Management And General	$20,416	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$323,937	TotalAmt
Program Services	$255,993	ProgramServicesAmt
Management And General	$59,405	ManagementAndGeneralAmt
Fundraising	$8,539	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$219,759	TotalAmt
Program Services	$186,683	ProgramServicesAmt
Management And General	$5,861	ManagementAndGeneralAmt
Fundraising	$27,215	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$61,546	TotalAmt
Program Services	$51,973	ProgramServicesAmt
Management And General	$4,699	ManagementAndGeneralAmt
Fundraising	$4,874	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$15,468	TotalAmt
Program Services	$13,871	ProgramServicesAmt
Management And General	$722	ManagementAndGeneralAmt
Fundraising	$875	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$102,719	TotalAmt
Program Services	$93,679	ProgramServicesAmt
Management And General	$4,520	ManagementAndGeneralAmt
Fundraising	$4,520	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	FEES AND MISCELLANEOUS	Desc
Total	$18,043	TotalAmt
Program Services	$2,079	ProgramServicesAmt
Management And General	$12,714	ManagementAndGeneralAmt
Fundraising	$3,250	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,363,936	TotalAmt
Program Services	$1,880,700	ProgramServicesAmt
Management And General	$280,088	ManagementAndGeneralAmt
Fundraising	$203,148	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$190,859	BOYAmt
EOY	$301,546	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$680,627	BOYAmt
EOY	$346,711	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$23,080	BOYAmt
EOY	$24,990	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,476,888	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,201,818	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$291,807	BOYAmt
EOY	$275,070	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,628,310	BOYAmt
EOY	$3,695,275	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$18,215	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,814,683	BOYAmt
EOY	$4,661,807	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$104,232	BOYAmt
EOY	$94,045	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$19,019	BOYAmt
EOY	$8,151	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$18,555	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$123,251	BOYAmt
EOY	$120,751	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,661,432	BOYAmt
EOY	$4,476,056	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$30,000	BOYAmt
EOY	$65,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,691,432	BOYAmt
EOY	$4,541,056	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,814,683	BOYAmt
EOY	$4,661,807	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$506,589	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$343,037	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$2	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,380,613	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,774,410	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,549,976	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,764,640	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,621,118	CurrentTaxYearAmt
Total	$12,090,757	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,380,613	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,774,410	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,549,976	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,764,640	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,621,118	CurrentTaxYearAmt
Total	$12,090,757	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$167,341	SubstantialContributorsTotAmt
Public Support Total170	$11,923,416	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,341	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,458	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$44,265	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$61,002	CurrentTaxYearMinus1YearAmt
Current Tax Year	$65,574	CurrentTaxYearAmt
Total	$250,640	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,251	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,153	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$75,974	CurrentTaxYearMinus1YearAmt
Current Tax Year	$178,161	CurrentTaxYearAmt
Total	$291,539	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$12,632,936	TotalSupportAmt
Public Support CY170	0.94380	PublicSupportCY170Pct
Public Support PY170	0.95480	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS - 2022 AMOUNT: $ 16,104. SPECIAL EVENT /FUNDRAISING INCOME - 2018 AMOUNT: $ 6,251. 2019 AMOUNT: $ 31,153. 2021 AMOUNT: $ 75,974. 2022 AMOUNT: $ 162,057.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$259,587	OtherCostOrOtherBasisAmt
Depreciation	$125,384	DepreciationAmt
Book Value	$134,203	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,133,611	OtherCostOrOtherBasisAmt
Depreciation	$1,007,104	DepreciationAmt
Book Value	$126,507	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,690	OtherCostOrOtherBasisAmt
Depreciation	$69,330	DepreciationAmt
Book Value	$14,360	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$275,070	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE LIABILITIES	Desc
Amt	$18,555	Amt

Field	Value	IRS element (for citing)
Total Liability	$18,555	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,397,697	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$343,037	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,153,810	DonatedServicesAndUseFcltsAmt
Other Revenue	$50,741	OtherRevenueAmt
Revenue Not Reported	$1,547,588	RevenueNotReportedAmt
Revenue Subtotal	$2,850,109	RevenueSubtotalAmt
Investment Expenses Not Incld	$20,416	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$20,416	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,870,525	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,548,071	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,153,810	DonatedServicesUseFcltsAmt
Other Expenses Included	$50,741	OtherExpensesIncludedAmt
Expenses Not Reported	$1,204,551	ExpensesNotReportedAmt
Expenses Subtotal	$2,343,520	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$20,416	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$20,416	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,363,936	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 2021, 2020, AND 2019 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATIONS BY THE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT/FUNDRAISING EXPENSES 50,741.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT/FUNDRAISING EXPENSES 50,741.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SPRING GALA	Event1Nm
Gross Receipts Event1	$148,059	GrossReceiptsEvent1Amt
Charitable Contri Event1	$13,487	CharitableContriEvent1Amt
Gross Revenue Event1	$134,572	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,347	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$13,338	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$20,287	FoodAndBeverageEvent1Amt
Entertainment Event1	$5,478	EntertainmentEvent1Amt
Other Direct Expenses Event1	$4,744	OtherDirectExpensesEvent1Amt
Event2	TEE UP	Event2Nm
Gross Receipts Event2	$89,276	GrossReceiptsEvent2Amt
Charitable Contri Event2	$11,050	CharitableContriEvent2Amt
Gross Revenue Event2	$78,226	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$1,309	NonCashPrizesEvent2Amt
Other Direct Expenses Event2	$4,238	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$237,335	GrossReceiptsTotalAmt
Charitable Contributions Tot	$24,537	CharitableContributionsTotAmt
Gross Revenue Total Events	$212,798	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$2,656	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$13,338	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$20,287	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$5,478	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$8,982	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$50,741	DirectExpenseSummaryEventsAmt
Net Income Summary	$162,057	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	PHYLLIS CAVALLONE	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$185,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$6,637	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$707	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$192,344	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD OF DIRECTORS REVIEWS THE FORM 990 FOR CLARITY AND ACCURACY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	WHEN LADDER UP SEEKS TO ENGAGE A NEW VENDOR, SEVERAL STEPS MUST BE TAKEN. FIRST, BECAUSE LADDER UP RECEIVES GOVERNMENT FUNDING, LADDER UP MUST CONSULT THE ILLINOIS DEBARRED VENDOR LIST TO ENSURE THAT THE VENDOR IS NOT BANNED BY THE STATE. ONCE A VENDOR HAS BEEN CLEARED, LADDER UP MAY PROCEED. IF THE VENDOR'S SERVICES EXCEED $1,000, LADDER UP PERSONNEL MUST OBTAIN BIDS FROM THREE DIFFERENT CLEARED CONTRACTORS. THIS IS DONE TO ENSURE LADDER UP IS BEING CHARGED A FAIR, COMPETITIVE RATE. THE THREE BIDS MUST BE SUBMITTED TO THE EXECUTIVE DIRECTOR FOR REVIEW AND SELECTION OF THE VENDOR. IF THE SERVICES ARE OVER $5,000, THE BOARD CHAIR MUST APPROVE THE PROPOSAL.
FORM 990, PART VI, SECTION B, LINE 15	THE 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 19	THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 255,993. MANAGEMENT AND GENERAL EXPENSES 59,405. FUNDRAISING EXPENSES 8,539. TOTAL EXPENSES 323,937.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CENTER FOR ECONOMIC PROGRESS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 N ORLEANS ST	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60654	ZIPCd

Field	Value	IRS element (for citing)
EIN	363693728	EIN
Primary Activities	HELP LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS FINANCIAL RESOURCES	PrimaryActivitiesTxt
Legal Domicile State	IL	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LADDER UP	BusinessNameLine1Txt