2021-12-22T09:16:22-06:00 2021-06-30 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2020-07-01 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 2021-12-16 1 ROBERT BURKE 999009999 HEATHER BONIFAS CPA P01711657 6305668400 2021-12-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PHYLLIS CAVALLONE 350 N ORLEANS ST NO C2-100 CHICAGO IL 60654 2929281 0 X WWW.GOLADDERUP.ORG X 1996 IL THE ORGANIZATION OFFERS FREE TAX PREPARATION, FINANCIAL AID AND FINANCIAL EDUCATION SERVICES. 6 6 33 331 0 0 2774410 2549976 0 0 155801 217233 31153 -3800 2961364 2763409 0 0 0 0 1912455 1402780 0 0 204743 1014526 1106102 2926981 2508882 34383 254527 3315590 3911753 205072 278791 3110518 3632962 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 1593013 TAX ASSISTANCE PROGRAM:LADDER UP OPERATES ONE OF THE LARGEST AND OLDEST STATE-WIDE VOLUNTEER INCOME TAX ASSISTANCE PROGRAMS OF ITS KIND. LADDER UP PROVIDES LOW-INCOME FAMILIES WITH FREE, HIGH QUALITY TAX PREPARATION, AND AN ALTERNATIVE TO PAID TAX PREPARERS. LADDER UP, AS PART OF ITS RESPONSE TO COVID, INVESTED IN ALTERNATIVE MODELS THAT INCLUDED DROP-OFF AND VIRTUAL OPTIONS TO SERVE CLIENTS THROUGH THE PANDEMIC. 220778 LOW-INCOME TAX CLINIC:LADDER UP PROVIDES FREE, HIGH QUALITY PROFESSIONAL REPRESENTATION TO LOW-INCOME TAXPAYERS FACING AN IRS OR IDOR CONTROVERSY. THROUGH ITS CLINIC, LU OFFERS EDUCATIONAL OUTREACH ON THE EARNED INCOME TAX CREDIT, STIMULUS PAYMENTS, ADVANCE CHILD TAX CREDIT, TAXPAYER RIGHTS, RESPONSIBILITIES AND COLLECTION ALTERNATIVES. MUNITY PARTNERS. 109716 FINANCIAL CAPABILITY PROGRAM:LADDER UP (LU) PROVIDES YEAR-ROUND WORKSHOPS, COORDINATES A TAX-TIME SAVINGS CAMPAIGN, AND OFFER FINANCIAL COACHING TO HELP CLIENTS SET FINANCIAL GOALS. IT ALSO CREATES A SPENDING PLAN FOR CLIENTS TO ACCESS SAFE AND AFFORDABLE BANK PRODUCTS. IN ADDITION, LU HIGHLY VALUES AND SUPPORTS ITS FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) TRAINING AND COMPLETION WORKSHOPS AT HIGH SCHOOLS FOR SCHOOLS AND COMMUNITY PARTNERS. 1923507 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 1 0 0 0 0 1 5 0 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X HEDI BELKAOUI 3124660771 350 N ORLEANS ST NO C2-100 CHICAGO IL 60654 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 SR MARY PAUL MCCAUGHEY DIRECTOR 1.00 1.00 X 0 0 0 MERCEDES WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE CHENG FORMER EXECUTIVE DIRECTOR (THRU OCT 2020) 40.00 1.00 X 80229 0 0 KATHLEEN STARK EXECUTIVE DIRECTOR (START OCT 2020 ) 40.00 1.00 X 26364 0 0 106593 0 0 0 0 0 0 KEYSTONE STRATEGY LLC 64 WOOSTER STREET 3RD FLOOR NEW YORK NY 10012 CONSULTING TO DESIGN VIRTUAL AND COVID-A 292500 KMK VENTURES PRIVATE LIMITED 201 SHIVALIK 9 GULBAJ TEKRA ROAD AHMEDABAD GUKARAT IN DESIGN AND ASSISTANCE IN TAX PREPARATION 173755 2 54577 65175 1637116 793108 10113 2549976 44265 44265 332910 159942 172968 172968 172968 2130 65175 5930 -3800 -3800 2763409 0 0 213433 X 131360 26272 78816 26272 901219 689965 119207 92047 49802 34544 9551 5707 233204 161759 44723 26722 87195 60482 16722 9991 850 850 10404 10404 660186 577254 68318 14614 247598 214404 13361 19833 41178 31446 6479 3253 5465 4231 1157 77 127665 117401 5132 5132 FEES AND MISCELLANEOUS 12756 5749 5912 1095 2508882 1923507 380632 204743 102759 69718 2087 0 674237 590227 1159 14973 1259380 945093 418353 314287 2116995 2922548 3315590 3911753 164318 112795 0 136110 40754 29886 205072 278791 X 3017931 3590462 92587 42500 3110518 3632962 3315590 3911753 254527 267917 0 X 0 1 X 1 0 X 1308801 1394174 1380613 2774410 2549976 9407974 1308801 1394174 1380613 2774410 2549976 9407974 163476 9244498 45405 45880 44341 35458 44265 215349 1359 1000 6251 31153 39763 9663086 32573 0.95670 0.94920 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 259587 73466 186121 923848 809540 114308 75945 62087 13858 314287 X 3716932 267917 690080 5930 963927 2753005 10404 10404 2763409 3194488 690080 5930 696010 2498478 10404 10404 2508882 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 5,930. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT/FUNDRAISING EXPENSES 5,930. SPRING GALA 33945 31875 2070 1407 169 3431 TEE UP 33300 33300 900 23 1 60 60 67305 65175 2130 2307 169 3454 5930 -3800 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 577,254. MANAGEMENT AND GENERAL EXPENSES 68,318. FUNDRAISING EXPENSES 14,614. TOTAL EXPENSES 660,186. CENTER FOR ECONOMIC PROGRESS 350 N ORLEANS ST CHICAGO IL 60654 363693728 HELP LOW-INCOME FAMILIES AND INDIVIDUALS ACCESS FINANCIAL RESOURCES IL LADDER UP