2021-02-15T08:56:33-06:00 2020-06-30 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2019-07-01 364070692 LADDER UP (F/K/A CITY-WIDE TAX ASSISTANCE PROGRAM) LADD 3124660771 350 N ORLEANS ST NO C2-100 CHICAGO IL 60654 ROBERT M BURKE PRESIDENT 3124660771 2021-02-03 1 HEATHER BONIFAS CPA P01711657 6305668400 2021-02-03 2019 2022-09-23 18:48:47Z CHRISTINE CHENG 350 N ORLEANS ST NO C2-100 CHICAGO IL 60654 3106022 0 X WWW.GOLADDERUP.ORG X 1996 IL THE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES. 4 4 27 449 0 0 1382088 2774410 0 0 209271 155801 4776 31153 1596135 2961364 0 0 0 0 769635 1912455 0 0 291345 371052 1014526 1140687 2926981 455448 34383 2997437 3315590 351900 205072 2645537 3110518 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 1753857 TAX ASSISTANCE PROGRAM:OPERATING ONE OF THE LARGEST AND OLDEST STATEWIDE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAMS OF ITS KIND, LADDER UP PROVIDES LOW-INCOME FAMILIES WITH FREE, HIGH QUALITY TAX PREPARATION AND AN ALTERNATIVE TO PAID TAX PREPARERS. 239570 FINANCIAL CAPABILITY PROGRAM:LADDER UP PROVIDES YEAR-ROUND WORKSHOPS, COORDINATES A TAX-TIME SAVINGS CAMPAIGN AND OFFERS ONE-ON-ONE FINANCIAL COACHING TO HELP CLIENTS SET FINANCIAL GOALS, CREATE A SPENDING PLAN, ACCESS SAFE AND AFFORDABLE BANK PRODUCTS LIKE BANK ACCOUNTS, REVIEW AND CORRECT CREDIT REPORTS AND IMPROVE CREDIT SCORES. LU ALSO ASSISTS WITH THE COMPLETION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORMS THROUGH WORKSHOPS AT HIGH SCHOOLS AND COMMUNITY PARTNERS. 238124 LOW-INCOME TAX CLINIC:LADDER UP PROVIDES FREE, PROFESSIONAL REPRESENTATION TO LOW-INCOME TAXPAYERS FACING AN IRS CONTROVERSY. THROUGH ITS YEAR-ROUND CLINIC, LU ALSO OFFERS EDUCATION AND OUTREACH ON THE EARNED INCOME TAX CREDIT (EITC), TAXPAYER RIGHTS AND RESPONSIBILITIES, AND COLLECTION ALTERNATIVES. 2231551 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 0 1 31 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JEANNE MARIE OLIVIERI 3124660771 350 N ORLEANS ST NO C2-100 CHICAGO IL 60654 CHRISTINE CHENG EXECUTIVE DIRECTOR 40.00 1.00 X 96559 0 0 ROBERT M BURKE PRESIDENT/TREASURER 1.00 1.00 X X 0 0 0 JOHN CHANDLER SECRETARY 1.00 1.00 X X 0 0 0 JAMIE O'BRIEN DIRECTOR 1.00 1.00 X 0 0 0 MARK SNEIDER DIRECTOR 1.00 1.00 X 0 0 0 96559 0 0 0 0 0 0 GLOBAL EMPLOYMENT SOLUTIONS PO BOX 54003 ATLANTA GA 30353 TEMPORARY STAFFING 269767 GRISKO LLC 410 N MICHIGAN AVE SUITE 600 CHICAGO IL 60611 PUBLIC RELATIONS 213487 2 114570 131891 1561693 966256 21579 2774410 35458 35458 255229 134886 120343 120343 120343 40925 131891 9772 31153 31153 2961364 0 0 186954 X 98068 74372 14494 9202 1563622 1185808 231097 146717 71242 54028 10529 6685 73550 55779 10870 6901 105973 80367 15662 9944 16262 16262 1517 1517 351228 197319 80111 73798 427990 393266 9208 25516 35479 29978 2583 2918 22278 21672 417 189 132274 121172 5551 5551 FEES AND MISCELLANEOUS 27498 17790 5784 3924 2926981 2231551 404085 291345 116084 102759 2087 400368 674237 1027 1159 1235784 817431 321712 418353 1593475 2116995 564771 0 2997437 3315590 351900 164318 40754 351900 205072 X 2455568 3017931 189969 92587 2645537 3110518 2997437 3315590 X 34383 -158164 588762 X 0 1 X 1 0 X 1294660 1308801 1394174 1380613 2774410 8152658 1294660 1308801 1394174 1380613 2774410 8152658 175775 7976883 40247 45405 45880 44341 35458 211331 1359 1000 6251 31153 39763 8403752 68699 0.94920 0.94640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 1,359. 2017 AMOUNT: $ 1,000. SPECIAL EVENT /FUNDRAISING INCOME - 2018 AMOUNT: $ 6,251. 2019 AMOUNT: $ 31,153. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257587 47608 209979 902251 713455 188796 75946 56368 19578 418353 X 3999589 -158164 1188134 9772 1039742 2959847 1517 1517 2961364 4123370 1188134 9772 1197906 2925464 1517 1517 2926981 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT/FUNDRAISING EXPENSES 9,772. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT/FUNDRAISING EXPENSES 9,772. CASINO NIGHT 2020 115810 115810 5017 102 150 TEE UP 47705 6780 40925 1850 245 189 2 9301 9301 250 1969 172816 131891 40925 2100 245 5017 102 2308 9772 31153 FORM 990, PART VI, SECTION A, LINE 4 THE FULL LEGAL MERGER WITH CENTER FOR ECONOMIC PROGRESS WAS COMPLETED ON 10/1/19. 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 197,319. MANAGEMENT AND GENERAL EXPENSES 80,111. FUNDRAISING EXPENSES 73,798. TOTAL EXPENSES 351,228. FORM 990, PART XI, LINE 9: CONSOLIDATION ADJUSTMENT - CENTER FOR ECONOMIC PROGRESS 588,762. CENTER FOR ECONOMIC PROGRESS 350 N ORLEANS ST CHICAGO IL 60654 363693728 HELP LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS FINANCIAL RESOURCES IL 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0