TRICKLE UP PROGRAM INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRICKLE UP PROGRAM INC (EIN 06-1043042)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-03-14
- IRS object ID
- 202510739349301101
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T07:48:38-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061043042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRICKLE UP PROGRAM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIC | BusinessNameControlTxt |
| Phone | 2122559980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 34TH STREET 7001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN HENDRICKS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2122559980 | PhoneNum |
| Signature | 2025-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMAR PLOTZKER | PreparerPersonNm |
| PTIN | P02047230 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2025-03-12 | 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 | LAUREN HENDRICKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 34TH STREET 7001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,829,988 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRICKLEUP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO BRING BREAKTHROUGH OPPORTUNITIES TO THE WORLD'S POOREST AND MOST VULNERABLE PEOPLE | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,903,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,270,542 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $360,322 | PYInvestmentIncomeAmt |
| CY Investment Income | $334,583 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,407 | PYOtherRevenueAmt |
| CY Other Revenue | $42,920 | CYOtherRevenueAmt |
| PY Total Revenue | $6,266,801 | PYTotalRevenueAmt |
| CY Total Revenue | $5,648,045 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $785,221 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,127,245 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,130,438 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,075,670 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,106,192 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,600,053 | PYOtherExpensesAmt |
| CY Other Expenses | $1,705,373 | CYOtherExpensesAmt |
| PY Total Expenses | $5,515,712 | PYTotalExpensesAmt |
| CY Total Expenses | $5,908,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $751,089 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$260,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,802,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,083,686 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $721,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $840,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,080,676 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,243,488 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRICKLE UP HELPS PEOPLE IN EXTREME POVERTY AND VULNERABILITY ADVANCE THEIR ECONOMIC AND SOCIAL WELL-BEING. WE DRIVE LARGE-SCALE CHANGE BY PARTNERING WITH GOVERNMENTS, GLOBAL INSTITUTIONS, AND LOCAL ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $864,672 | ExpenseAmt |
| Grant | $175,675 | GrantAmt |
| Desc | TRICKLE UP'S PROGRAMS IN INDIA CONNECT MARKETS TO ALLOW WOMEN TO ACCESS GREATER POTENTIAL FOR GROWTH AND HIGHER SUSTAINED INCOMES FROM THEIR LIVELIHOODS ULTIMATELY HELPING THEM MOVE FROM LOW-RISK, LOW-RETURN ACTIVITIES INTO HIGHER-RETURN ENTERPRISES, AND BUILD RESILIENCE TO ECONOMIC SHOCKS. TRICKLE WORKS WITH LOCAL PARTNERS (22) AND REGIONAL GOVERNMENTS IN THE STATES OF ORRISA, JHARKAND AND WEST BENGAL PROVIDING MORE THAN 19,300 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 96,580 WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,282,761 | ExpenseAmt |
| Grant | $853,322 | GrantAmt |
| Desc | TRICKLE UP JOINED FORCES WITH FOUR MUNICIPAL PARTNERS TO INSTITUTIONALIZE ECONOMIC AND SOCIAL SUPPORT POLICIES TO ADDRESS EXTREME POVERTY IN GUATEMALA, MEXICO AND COLOMBIA. OUR LATIN AMERICA PROJECTS CONNECTED PARTICIPANTS TO EXISTING BUT YET UNTAPPED PUBLIC SOCIAL PROGRAMS. TRICKLE WORKS WITH LOCAL PARTNERS (9) AND LOCAL GOVERNMENTS (5) IN THE GUATEMALA AND COLOMBIA AND IN THE MEXICAN STATES OF CHIAPAS, OAXACA AND YUCATAN PROVIDING MORE THAN 5,600 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 28,295 INDIVIDUALS WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $641,002 | ExpenseAmt |
| Grant | $98,248 | GrantAmt |
| Revenue | $42,920 | RevenueAmt |
| Desc | TRICKLE UP PROVIDES TECHNICAL ASSISTANCE TO POPULATIONS AFFECTED BY DISPLACEMENT, WORKING IN PARTNERSHIP WITH INTERNATIONAL NGOS (13) IN UGANDA, KENYA, AND COLOMBIA, TO LEAD POPULATIONS THESE ORGANIZATIONS WORK WITH ON THEIR PATHWAYS TOWARD SELF-RELIANCE AND RESILIENCE. OUR TEAM PROVIDES TECHNICAL ASSISTANCE TO PROGRAMS IN THE BEST PRACTICE FOR MOVING AFFECTED POPULATIONS OUT OF EXTREME POVERTY, PROVIDING SERVICES TO 7,100 PARTICIPANTS SUPPORTING 35,995 INDIVIDUALS IF YOU CONSIDER AVERAGE FAMILY SIZE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,788,435 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | GT | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122559980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 34TH STREET 7001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PENELOPE D FOLEY | |||||||
| BOARD CHAIR (THRU 12/31/23) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN SEGAL | |||||||
| BOARD CHAIR (FROM 1/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK DEGIOVANNI | |||||||
| VICE CHAIR; CHAIR PROGRAM COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN LEADER | |||||||
| VICE CHAIR; CHAIR MARKETING COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA SCHATZ GC EC | |||||||
| VICE CHAIR; CHAIR GOVERNANCE COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS GABRIEL | |||||||
| TREASURER; CHAIR FINANCE COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BEST | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE BUEHL | |||||||
| BOARD MEMBER (FROM 1/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE CHANG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN A DONOVAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH M FORGET | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISETTE GARCIA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIA GEYELIN | |||||||
| BOARD MEMBER; CHAIR AUDIT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LITTMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD NEWMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RESHMI PAUL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANGU SALGAME | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MASON H SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAPNA R SRIVASTAVA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA STRUMPF | |||||||
| BOARD MEMBER (THRU 1/1/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN WRIGHT | |||||||
| BOARD MEMBER (THRU 1/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH VALE | |||||||
| BOARD MEMBER (FROM 1/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHALIE LAIDLER-KYLANDER | |||||||
| PRESIDENT | 40.00 | Yes (X) | $225,691 | $0 | $48,568 | ||
| MICHAEL CASTLEN | |||||||
| VP FINANCE AND OPERATIONS | 40.00 | Yes (X) | $164,764 | $0 | $13,914 | ||
| PETE LA RAUS | |||||||
| VP, PROGRAMS | 40.00 | $165,777 | $0 | $17,010 | Yes (X) | ||
| RHONDA ZAPATKA | |||||||
| VP, DEVELOPMENT | 40.00 | $162,764 | $0 | $24,220 | Yes (X) | ||
| URMY SHUKLA | |||||||
| DIRECTOR, MONITORING/EVALU | 40.00 | $115,929 | $0 | $16,338 | Yes (X) | ||
| SHOSHANA HECKER | |||||||
| SR DIR. REFUGEE AFFAIRS | 40.00 | $116,959 | $0 | $39,191 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $951,884 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,241 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | OUTSOURCED ACCOUNTING | ServicesDesc |
| Compensation | $248,188 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $548,705 | GovernmentGrantsAmt |
| All Other Contributions | $4,721,837 | AllOtherContributionsAmt |
| Noncash Contributions | $282,659 | NoncashContributionsAmt |
| Total Contributions | $5,270,542 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,036 | TotalRevenueColumnAmt |
| Exclusion | $224,036 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $292,490 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,943 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,547 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,547 | TotalRevenueColumnAmt |
| Exclusion | $110,547 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,920 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,920 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,648,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $334,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,245 | TotalAmt |
| Program Services | $1,127,245 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,159 | TotalAmt |
| Program Services | $211,365 | ProgramServicesAmt |
| Management And General | $102,236 | ManagementAndGeneralAmt |
| Fundraising | $124,558 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,908,321 | TotalAmt |
| Program Services | $920,563 | ProgramServicesAmt |
| Management And General | $445,269 | ManagementAndGeneralAmt |
| Fundraising | $542,489 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,141 | TotalAmt |
| Program Services | $91,241 | ProgramServicesAmt |
| Management And General | $44,132 | ManagementAndGeneralAmt |
| Fundraising | $53,768 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,858 | TotalAmt |
| Program Services | $185,653 | ProgramServicesAmt |
| Management And General | $89,799 | ManagementAndGeneralAmt |
| Fundraising | $109,406 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,191 | TotalAmt |
| Program Services | $74,863 | ProgramServicesAmt |
| Management And General | $36,211 | ManagementAndGeneralAmt |
| Fundraising | $44,117 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,401 | TotalAmt |
| Fundraising | $32,401 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,329 | TotalAmt |
| Management And General | $39,329 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,650 | TotalAmt |
| Management And General | $2,650 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,929 | TotalAmt |
| Program Services | $540,667 | ProgramServicesAmt |
| Management And General | $6,634 | ManagementAndGeneralAmt |
| Fundraising | $55,628 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,907 | TotalAmt |
| Program Services | $69,194 | ProgramServicesAmt |
| Management And General | $49 | ManagementAndGeneralAmt |
| Fundraising | $6,664 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,663 | TotalAmt |
| Program Services | $31,301 | ProgramServicesAmt |
| Management And General | $31,543 | ManagementAndGeneralAmt |
| Fundraising | $15,819 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,511 | TotalAmt |
| Program Services | $75,336 | ProgramServicesAmt |
| Management And General | $40,106 | ManagementAndGeneralAmt |
| Fundraising | $37,069 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,998 | TotalAmt |
| Program Services | $77,859 | ProgramServicesAmt |
| Management And General | $37,910 | ManagementAndGeneralAmt |
| Fundraising | $38,229 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,487 | TotalAmt |
| Program Services | $254,071 | ProgramServicesAmt |
| Management And General | $38,016 | ManagementAndGeneralAmt |
| Fundraising | $16,400 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,118 | TotalAmt |
| Program Services | $1,682 | ProgramServicesAmt |
| Management And General | $3,534 | ManagementAndGeneralAmt |
| Fundraising | $902 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,197 | TotalAmt |
| Program Services | $14,142 | ProgramServicesAmt |
| Management And General | $7,229 | ManagementAndGeneralAmt |
| Fundraising | $9,826 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $128,307 | $35,282 | $74,109 | $18,916 |
| TRAINING/TECHNICAL ASSI | $77,971 | $77,971 | ||
| BAD DEBTS | $14,905 | $14,905 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,908,288 | TotalAmt |
| Program Services | $3,788,435 | ProgramServicesAmt |
| Management And General | $1,013,661 | ManagementAndGeneralAmt |
| Fundraising | $1,106,192 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,413 | BOYAmt |
| EOY | $255,192 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,744,442 | BOYAmt |
| EOY | $2,833,675 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,571 | BOYAmt |
| EOY | $1,097,484 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,196 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,495 | BOYAmt |
| EOY | $67,423 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,253,470 | BOYAmt |
| EOY | $4,809,498 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,807 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,711 | BOYAmt |
| EOY | $20,414 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,802,105 | BOYAmt |
| EOY | $9,083,686 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,629 | BOYAmt |
| EOY | $585,398 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,800 | BOYAmt |
| EOY | $254,800 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,429 | BOYAmt |
| EOY | $840,198 | 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 | $3,232,628 | BOYAmt |
| EOY | $3,492,478 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,848,048 | BOYAmt |
| EOY | $4,751,010 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,080,676 | BOYAmt |
| EOY | $8,243,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,802,105 | BOYAmt |
| EOY | $9,083,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$260,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $423,055 | 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 | $5,039,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,299,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,374,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,903,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,270,542 | CurrentTaxYearAmt |
| Total | $26,887,579 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,039,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,299,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,374,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,903,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,270,542 | CurrentTaxYearAmt |
| Total | $26,887,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,752,003 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,135,576 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,036 | CurrentTaxYearAmt |
| Total | $701,139 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,920 | CurrentTaxYearAmt |
| Total | $113,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,701,723 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $40,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,746,334 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $464,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,440 | OtherExpendituresAmt |
| End Year Balance | $2,097,409 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,790,447 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $75,497 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $119,610 | OtherExpendituresAmt |
| End Year Balance | $1,746,334 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,146,753 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$246,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $109,582 | OtherExpendituresAmt |
| End Year Balance | $1,790,447 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,808,548 | BeginningYearBalanceAmt |
| Contributions | $31,528 | ContributionsAmt |
| Investment Earnings Or Losses | $406,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,520 | OtherExpendituresAmt |
| End Year Balance | $2,146,753 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,641,215 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $249,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,935 | OtherExpendituresAmt |
| End Year Balance | $1,808,548 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS PAYABLE | $4,800 |
| REFUNDABLE ADVANCE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $254,800 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,477,212 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $423,055 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $408,762 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $831,817 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,645,395 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,650 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,650 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,648,045 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,314,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $408,762 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $408,762 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,905,638 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,650 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,650 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,908,288 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORT ITS PROGRAMS AND OPERATIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| SOUTH ASIA | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $175,654 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $182,501 | |||
| NORTH AMERICA | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $670,812 | |||
| SUB-SAHARAN AFRICA | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $98,278 | |||
| SOUTH ASIA | PROGRAM SERVICES | $733,251 | 1 | 16 | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $613,896 | 1 | 6 | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING |
| NORTH AMERICA | PROGRAM SERVICES | $932,371 | 1 | 5 | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $418,664 | 0 | 0 | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 27 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Subtotal Spent | $3,825,427 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,825,427 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | SEED CAPITAL | $46,340 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | SEED CPAITAL | $25,634 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | SEED CPAITAL | $110,527 | WIRE TRANSFER | $0 |
| NORTH AMERICA | SEED CAPITAL | $648,890 | WIRE TRANSFER | $0 |
| NORTH AMERICA | PARTNER SUPPORT | $21,922 | WIRE TRANSFER | $0 |
| SOUTH ASIA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $32,713 | WIRE TRANSFER | $0 |
| SOUTH ASIA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $34,148 | WIRE TRANSFER | $0 |
| SOUTH ASIA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $34,720 | WIRE TRANSFER | $0 |
| SOUTH ASIA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $26,248 | WIRE TRANSFER | $0 |
| SOUTH ASIA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $47,825 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | MICROENTERPRISE, TRAINING, SAVING MOBILIZATION, PARTNER CAPACITY BUILDING | $98,278 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRICKLE UP PROVIDES FUNDING TO ITS PARTNERS TO MAKE GRANTS AND SUPPORT PROGRAM IMPLEMENTATION COSTS. PAYMENTS ARE DUE TO PARTNERS BASED ON A SCHEDULE RELATED TO PROGRAM IMPLEMENTATION, WITH EACH PAYMENT SUBJECT TO THE PARTNER SATISFYING CERTAIN CONDITIONS, INCLUDING RIGOROUS SELECTION PROCESSES, REGULAR HOUSEHOLD & SAVINGS GROUP LEVEL VISITS AND MONITORING SAVINGS & LOAN ACTIVITIES; PROGRAMMATIC AND REPORTING REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATHALIE LAIDLER-KYLANDER | ||||||||||||||
| PRESIDENT | $225,691 | $0 | $0 | $0 | $0 | $0 | $15,798 | $0 | $32,770 | $0 | $274,259 | $0 | $0 | $0 |
| RHONDA ZAPATKA | ||||||||||||||
| VP, DEVELOPMENT | $162,764 | $0 | $0 | $0 | $0 | $0 | $11,393 | $0 | $12,827 | $0 | $186,984 | $0 | $0 | $0 |
| PETE LA RAUS | ||||||||||||||
| VP, PROGRAMS | $165,777 | $0 | $0 | $0 | $0 | $0 | $7,220 | $0 | $9,790 | $0 | $182,787 | $0 | $0 | $0 |
| MICHAEL CASTLEN | ||||||||||||||
| VP FINANCE AND OPERATIONS | $162,764 | $0 | $0 | $0 | $2,000 | $0 | $11,533 | $0 | $2,381 | $0 | $178,678 | $0 | $0 | $0 |
| SHOSHANA HECKER | ||||||||||||||
| SR DIR. REFUGEE AFFAIRS | $116,959 | $0 | $0 | $0 | $0 | $0 | $8,187 | $0 | $31,004 | $0 | $156,150 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $282,659 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE TOTAL NUMBER OF DONORS OF PUBLICLY TRADED SECURITIES DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS FIRST REVIEWED BY THE CONTROLLER, THE VP FINANCE & OPERATIONS AND THE PRESIDENT. IT IS THEN REVIEWED BY THE TREASURER AND THE BOARD CHAIR, BEFORE BEING DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION PROVIDES ITS CONFLICT OF INTEREST POLICY TO ALL DIRECTORS, OFFICERS AND EMPLOYEES. THE POLICY REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS ANNUALLY AND AT SUCH TIME AS ONE MAY ARISE. THE BOARD MONITORS THE COMPLETION OF THE DISCLOSURE STATEMENTS. WHEN AN ACTUAL OR POTENTIAL CONFLICT IS BROUGHT TO THEIR ATTENTION, THEY TAKE APPROPRIATE STEPS, INCLUDING BRINGING THE MATTER TO THE GOVERNANCE COMMITTEE FOR FOR PROPER ACTIONS UNDER THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ORDER TO DETERMINE COMPENSATION FOR THE CHIEF EXECUTIVE POSITION AND OTHER OFFICERS/KEY EMPLOYEES, A VARIETY OF OBJECTIVE TOOLS ARE UTILIZED, INCLUDING SURVEY DATA SPECIFIC TO OUR AREA AND INDUSTRY, COMPARISONS TO PEER ORGANIZATIONS, PERFORMANCE AND COST OF LIVING. THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT MEETS EACH JANUARY TO REVIEW THE PRESIDENT AND REVIEWS THE SALARIES OF OTHER NEW YORK AND COMMUNITY OF PRACTICE CEOS. THE COMMITTEE USES SEVERAL PUBLISHED COMPENSATION GUIDES. THE COMPENSATION COMMITTEE REVIEWS THE SALARY RANGES FOR TOP EXECUTIVES ACCORDING TO A SURVEY OF NONPROFITS IN THE FIELD AND COMPARABLE SIZE IN NEW YORK. THIS RANGE IS THE LIMIT TO WHAT THE CEO CAN APPROVE FOR THE OTHER SENIOR POSITIONS. THE BUDGET PROCESS INCLUDES ANY COLA INCREASES FOR ALL STAFF, INCLUDING SENIOR STAFF. SHOULD SENIOR STAFF BE PROVIDED INCREASES BEYOND A COLA, THE CEO WOULD SEEK ADVICE FROM THE EXECUTIVE COMMITTEE AND APPROVAL FOR ANYTHING BEYOND THAT. |
| FORM 990, PART VI, SECTION C, LINE 19 | FULL FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS/OTHER: PROGRAM SERVICE EXPENSES 540,667. MANAGEMENT AND GENERAL EXPENSES 6,634. FUNDRAISING EXPENSES 55,628. TOTAL EXPENSES 602,929. |
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