LADDER UP: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LADDER UP (EIN 36-4070692)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-07
IRS object ID: 202541279349303504
Schema version: 2023v6.0
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-07T14:53:52-05:00	ReturnTs
Tax Period End	2024-06-30	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 LLC	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	2023-07-01	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	2025-05-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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	2025-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT BURKE	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	$4,150,613	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	25	TotalEmployeeCnt
Total Volunteers	971	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,621,118	PYContributionsGrantsAmt
CY Contributions Grants	$3,854,519	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$71,246	PYInvestmentIncomeAmt
CY Investment Income	$25,641	CYInvestmentIncomeAmt
PY Other Revenue	$178,161	PYOtherRevenueAmt
CY Other Revenue	$105,806	CYOtherRevenueAmt
PY Total Revenue	$2,870,525	PYTotalRevenueAmt
CY Total Revenue	$3,985,966	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	$1,602,048	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,584,963	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$216,054	CYTotalFundraisingExpenseAmt
PY Other Expenses	$761,888	PYOtherExpensesAmt
CY Other Expenses	$752,703	CYOtherExpensesAmt
PY Total Expenses	$2,363,936	PYTotalExpensesAmt
CY Total Expenses	$2,337,666	CYTotalExpensesAmt
PY Revenues Less Expenses	$506,589	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,648,300	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,661,807	TotalAssetsBOYAmt
Total Assets EOY	$6,865,306	TotalAssetsEOYAmt
Total Liabilities BOY	$120,751	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$117,838	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,541,056	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,747,468	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	$1,594,371	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 15,000 INDIVIDUALS ACROSS ILLINOIS. LADDER UP PROVIDES FAMILIES WITH FREE, HIGH-QUALITY TAX PREPARATION AND AN ALTERNATIVE TO PAID TAX PREPARERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$261,024	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	$65,611	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	$1,921,006	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	0	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	15	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	25	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	ROBERT BURKE	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 (7 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
ROBERT M BURKE
CHAIRMAN & CEO	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN CHANDLER
VICE PRESIDENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARK SNEIDER
CO-FOUNDER	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 (THRU 09/16/24)	40.00	1.00		Yes (X)	$122,131	$0	$4,372
KATRINA MCDERMOTT
DIRECTOR OF FINANCE & ADMI	40.00	1.00		Yes (X)	$121,795	$0	$4,362

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$243,926	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$8,734	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$111,922	FundraisingAmt
Government Grants	$1,946,026	GovernmentGrantsAmt
All Other Contributions	$1,796,571	AllOtherContributionsAmt
Noncash Contributions	$21,755	NoncashContributionsAmt
Total Contributions	$3,854,519	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$92,422	TotalRevenueColumnAmt
Exclusion	$92,422	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$61,284	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$128,065	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$66,781	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$66,781	TotalRevenueColumnAmt
Exclusion	-$66,781	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$131,104	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$111,922	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$36,582	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$94,522	TotalRevenueColumnAmt
Exclusion	$94,522	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$11,284	TotalRevenueColumnAmt
Exclusion	$11,284	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$11,284	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,985,966	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$131,447	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	$270,572	TotalAmt
Program Services	$137,603	ProgramServicesAmt
Management And General	$92,963	ManagementAndGeneralAmt
Fundraising	$40,006	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,078,441	TotalAmt
Program Services	$962,624	ProgramServicesAmt
Management And General	$29,888	ManagementAndGeneralAmt
Fundraising	$85,929	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$18,450	TotalAmt
Program Services	$17,200	ProgramServicesAmt
Fundraising	$1,250	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$124,925	TotalAmt
Program Services	$102,914	ProgramServicesAmt
Management And General	$10,442	ManagementAndGeneralAmt
Fundraising	$11,569	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$92,575	TotalAmt
Program Services	$75,699	ProgramServicesAmt
Management And General	$8,269	ManagementAndGeneralAmt
Fundraising	$8,607	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$24,881	TotalAmt
Management And General	$24,881	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$312,862	TotalAmt
Program Services	$283,035	ProgramServicesAmt
Management And General	$7,440	ManagementAndGeneralAmt
Fundraising	$22,387	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$221,573	TotalAmt
Program Services	$189,854	ProgramServicesAmt
Management And General	$9,485	ManagementAndGeneralAmt
Fundraising	$22,234	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$36,455	TotalAmt
Program Services	$31,506	ProgramServicesAmt
Management And General	$2,351	ManagementAndGeneralAmt
Fundraising	$2,598	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$23,097	TotalAmt
Program Services	$21,737	ProgramServicesAmt
Management And General	$957	ManagementAndGeneralAmt
Fundraising	$403	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$105,679	TotalAmt
Program Services	$96,667	ProgramServicesAmt
Management And General	$4,506	ManagementAndGeneralAmt
Fundraising	$4,506	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	FEES AND MISCELLANEOUS	Desc
Total	$28,156	TotalAmt
Program Services	$2,167	ProgramServicesAmt
Management And General	$9,424	ManagementAndGeneralAmt
Fundraising	$16,565	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,337,666	TotalAmt
Program Services	$1,921,006	ProgramServicesAmt
Management And General	$200,606	ManagementAndGeneralAmt
Fundraising	$216,054	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$301,546	BOYAmt
EOY	$348,034	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$346,711	BOYAmt
EOY	$1,400,468	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$24,990	BOYAmt
EOY	$5,652	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,485,123	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,307,499	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$275,070	BOYAmt
EOY	$177,624	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,695,275	BOYAmt
EOY	$4,894,671	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$18,215	BOYAmt
EOY	$38,857	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,661,807	BOYAmt
EOY	$6,865,306	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$94,045	BOYAmt
EOY	$77,219	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$8,151	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$18,555	BOYAmt
EOY	$40,619	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$120,751	BOYAmt
EOY	$117,838	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	$4,476,056	BOYAmt
EOY	$6,002,468	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$65,000	BOYAmt
EOY	$745,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,541,056	BOYAmt
EOY	$6,747,468	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,661,807	BOYAmt
EOY	$6,865,306	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,648,300	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$558,112	NetUnrlzdGainsLossesInvstAmt
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	$2,774,410	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,549,976	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,764,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,621,118	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,854,519	CurrentTaxYearAmt
Total	$14,564,663	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,774,410	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,549,976	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,764,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,621,118	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,854,519	CurrentTaxYearAmt
Total	$14,564,663	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$499,760	SubstantialContributorsTotAmt
Public Support Total170	$14,064,903	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,458	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,265	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,002	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$65,574	CurrentTaxYearMinus1YearAmt
Current Tax Year	$92,422	CurrentTaxYearAmt
Total	$298,721	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,153	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$75,974	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$178,161	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,806	CurrentTaxYearAmt
Total	$391,094	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$15,254,478	TotalSupportAmt
Public Support CY170	0.92200	PublicSupportCY170Pct
Public Support PY170	0.94380	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. 2023 AMOUNT: $ 11,284. SPECIAL EVENT /FUNDRAISING INCOME - 2019 AMOUNT: $ 31,153. 2021 AMOUNT: $ 75,974. 2022 AMOUNT: $ 162,057. 2023 AMOUNT: $ 94,522.	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	$151,343	DepreciationAmt
Book Value	$108,244	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,141,846	OtherCostOrOtherBasisAmt
Depreciation	$1,082,600	DepreciationAmt
Book Value	$59,246	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,690	OtherCostOrOtherBasisAmt
Depreciation	$73,556	DepreciationAmt
Book Value	$10,134	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$177,624	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE LIABILITIES	Desc
Amt	$40,619	Amt

Field	Value	IRS element (for citing)
Total Liability	$40,619	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,923,058	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$558,112	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,367,279	DonatedServicesAndUseFcltsAmt
Other Revenue	$36,582	OtherRevenueAmt
Revenue Not Reported	$1,961,973	RevenueNotReportedAmt
Revenue Subtotal	$3,961,085	RevenueSubtotalAmt
Investment Expenses Not Incld	$24,881	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$24,881	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,985,966	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,716,646	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,367,279	DonatedServicesUseFcltsAmt
Other Expenses Included	$36,582	OtherExpensesIncludedAmt
Expenses Not Reported	$1,403,861	ExpensesNotReportedAmt
Expenses Subtotal	$2,312,785	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$24,881	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$24,881	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,337,666	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 2022, 2021, AND 2020 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATIONS BY THE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT/FUNDRAISING EXPENSES 36,582.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT/FUNDRAISING EXPENSES 36,582.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SPRING GALA	Event1Nm
Gross Receipts Event1	$156,984	GrossReceiptsEvent1Amt
Charitable Contri Event1	$80,484	CharitableContriEvent1Amt
Gross Revenue Event1	$76,500	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,724	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$8,350	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$21,000	FoodAndBeverageEvent1Amt
Entertainment Event1	$1,621	EntertainmentEvent1Amt
Other Direct Expenses Event1	$575	OtherDirectExpensesEvent1Amt
Event2	TEE UP	Event2Nm
Gross Receipts Event2	$65,777	GrossReceiptsEvent2Amt
Charitable Contri Event2	$11,173	CharitableContriEvent2Amt
Gross Revenue Event2	$54,604	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$691	NonCashPrizesEvent2Amt
Other Direct Expenses Event2	$2,621	OtherDirectExpensesEvent2Amt
Gross Receipts Other Events	$20,265	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$20,265	CharitableContriOtherEventsAmt
Gross Receipts Total	$243,026	GrossReceiptsTotalAmt
Charitable Contributions Tot	$111,922	CharitableContributionsTotAmt
Gross Revenue Total Events	$131,104	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$2,415	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$8,350	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$21,000	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,621	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$3,196	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$36,582	DirectExpenseSummaryEventsAmt
Net Income Summary	$94,522	NetIncomeSummaryAmt

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	ALL 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 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 283,035. MANAGEMENT AND GENERAL EXPENSES 7,440. FUNDRAISING EXPENSES 22,387. TOTAL EXPENSES 312,862.

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