2025-05-07T14:53:52-05:00 2024-06-30 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2023-07-01 364070692 LADDER UP (F/K/A CITY-WIDE TAX ASSISTANCE PROGRAM) LADD 3124660771 350 N ORLEANS ST C2-100 CHICAGO IL 60654 ROBERT M BURKE PRESIDENT 3124660771 2025-05-07 1 1 HEATHER BONIFAS CPA P01711657 6305668400 2025-05-07 2023 2025-03-06 01:10:19Z ROBERT BURKE 350 N ORLEANS ST C2-100 CHICAGO IL 60654 4150613 0 X WWW.GOLADDERUP.ORG X 1996 IL THE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES. 5 5 25 971 0 0 2621118 3854519 0 0 71246 25641 178161 105806 2870525 3985966 0 0 0 0 1602048 1584963 0 0 216054 761888 752703 2363936 2337666 506589 1648300 4661807 6865306 120751 117838 4541056 6747468 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. 0 0 1594371 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. 261024 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. 65611 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. 1921006 1 1 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 1 15 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ROBERT BURKE 3124660771 350 N ORLEANS ST C2-100 CHICAGO IL 60654 ROBERT M BURKE CHAIRMAN & CEO 1.00 1.00 X X 0 0 0 JOHN CHANDLER VICE PRESIDENT 1.00 1.00 X X 0 0 0 MARK SNEIDER CO-FOUNDER 1.00 1.00 X 0 0 0 SR MARY PAUL MCCAUGHEY DIRECTOR 1.00 1.00 X 0 0 0 MERCEDES WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 PHYLLIS CAVALLONE EXECUTIVE DIRECTOR (THRU 09/16/24) 40.00 1.00 X 122131 0 4372 KATRINA MCDERMOTT DIRECTOR OF FINANCE & ADMI 40.00 1.00 X 121795 0 4362 243926 0 8734 2 0 0 0 0 111922 1946026 1796571 21755 3854519 92422 92422 61284 128065 -66781 -66781 -66781 131104 111922 36582 94522 94522 OTHER REVENUE 900099 11284 11284 11284 3985966 0 0 131447 X 270572 137603 92963 40006 1078441 962624 29888 85929 18450 17200 1250 124925 102914 10442 11569 92575 75699 8269 8607 24881 24881 312862 283035 7440 22387 221573 189854 9485 22234 36455 31506 2351 2598 23097 21737 957 403 105679 96667 4506 4506 FEES AND MISCELLANEOUS 28156 2167 9424 16565 2337666 1921006 200606 216054 301546 348034 346711 1400468 24990 5652 1485123 1307499 275070 177624 3695275 4894671 18215 38857 4661807 6865306 94045 77219 8151 0 18555 40619 120751 117838 X 4476056 6002468 65000 745000 4541056 6747468 4661807 6865306 1648300 558112 0 X 0 1 X 1 0 X 2774410 2549976 2764640 2621118 3854519 14564663 2774410 2549976 2764640 2621118 3854519 14564663 499760 14064903 35458 44265 61002 65574 92422 298721 31153 75974 178161 105806 391094 15254478 0.92200 0.94380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 259587 151343 108244 1141846 1082600 59246 83690 73556 10134 177624 OPERATING LEASE LIABILITIES 40619 40619 X 5923058 558112 1367279 36582 1961973 3961085 24881 24881 3985966 3716646 1367279 36582 1403861 2312785 24881 24881 2337666 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. SPRING GALA 156984 80484 76500 1724 8350 21000 1621 575 TEE UP 65777 11173 54604 691 2621 20265 20265 243026 111922 131104 2415 8350 21000 1621 3196 36582 94522 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. CENTER FOR ECONOMIC PROGRESS 350 N ORLEANS ST CHICAGO IL 60654 363693728 HELP LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS FINANCIAL RESOURCES IL LADDER UP