EIN 36-4070692

Ladder Up

IRS 501(c) type
501(c)(3)
Num. employees
18
Year formed
1996
Most recent tax filings
2023-06-01
Description
Ladder Up provides free tax prep, financial aid, and education to help low-income individuals access financial resources and climb the economic ladder.
Also known as...
F/k/a City-Wide Tax Assistance Program
Total revenues
$2,870,525
2023
Total expenses
$2,363,936
2023
Total assets
$4,661,807
2023
Num. employees
18
2023

Program areas at Ladder Up

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 13,000 individuals across Illinois. Ladder Up provides families with free, high-quality Tax preparation and an alternative to paid Tax preparers. Ladder Up offers multiple types of services as well as multiple safety protocols to ensure the safety of its clients and volunteers. In the 2023 Tax season, Ladder Up clients qualified for an average refund of $1,941, and over 76% qualified for a federal Tax refund.
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.
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.

Who funds Ladder Up

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Polk Bros FoundationStrong Communities$75,000
Goldman Sachs Philanthropy Fund (GSPF)Community & Human Services$45,000
Lawyers Trust Fund of IllinoisTo Provide Free Legal Services$35,000
...and 19 more grants received totalling $271,252

Personnel at Ladder Up

NameTitleCompensation
Hedi BelkaouiChief Operating Officer$111,840
Phyllis CavalloneExecutive Director$185,000
Katrina McDermottDirector of Finance and Administration$108,609
Kathleen StarkPast Executive Director$138,816
Robert BurkeBoard Member$0
...and 1 more key personnel

Financials for Ladder Up

RevenuesFYE 06/2023
Total grants, contributions, etc.$2,621,118
Program services$0
Investment income and dividends$65,574
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$5,672
Net income from fundraising events$162,057
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$16,104
Total revenues$2,870,525

Form 990s for Ladder Up

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-07990View PDF
2022-062023-03-08990View PDF
2021-062021-12-22990View PDF
2020-062021-04-12990View PDF
2019-062021-10-22990View PDF
...and 9 more Form 990s
Data update history
August 2, 2024
Received grants
Identified 5 new grant, including a grant for $75,000 from Polk Bros Foundation
July 20, 2024
Updated personnel
Identified 3 new personnel
July 13, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Received grants
Identified 7 new grant, including a grant for $150,000 from Joint-County Opportunity Benefit Support Fund
October 23, 2023
Received grants
Identified 4 new grant, including a grant for $75,000 from Polk Bros Foundation
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Fundraising eventsReceives government fundingCommunity engagement / volunteeringGala fundraisersTax deductible donationsAccepts online donations
General information
Address
350 N Orleans St C2-100
Chicago, IL 60654
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
goladderup.org/ 
Phone
(312) 466-0771
IRS details
EIN
36-4070692
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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