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Nonprofiteer
← TRICKLE UP PROGRAM INC

Form 990 for tax year 2024

Filed by TRICKLE UP PROGRAM INC.

Totals

Total revenue
$7,737,168
Total expenses
$5,083,625
Contributions and grants received
$6,999,276
Grants paid
$283,058
Program service revenue
$0
Investment income
$737,892
Other revenue
$0
Total assets, end of year
$11,354,863
Total liabilities, end of year
$651,105
Net assets or fund balances, end of year
$10,703,758
Program services expenses (Part IX)
$2,933,758
Management and general expenses
$1,063,765
Fundraising expenses
$1,086,102
Program service expenses (Part III)
$2,933,758

Program services were 57.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $54,810

  • 1f · All other contributions, gifts and grants

    $6,944,466

  • 1g · Noncash contributions included above

    $1,641,640

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $190,915 · excluded $190,915

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,098,559

  • 7b · Less cost or other basis and sales expenses

    securities $551,582

  • 7c · Gain or loss

    securities $546,977 · other assets $0

  • 7d · Net gain or loss

    total $546,977 · excluded $546,977

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $283,058 · program services $283,058

  • 5 · Compensation of officers, directors and key employees

    total $455,604 · program services $222,438 · management and general $119,263 · fundraising $113,903

  • 7 · Other salaries and wages

    total $2,141,281 · program services $1,045,431 · management and general $560,520 · fundraising $535,330

  • 8 · Pension plan contributions

    total $90,106 · program services $43,992 · management and general $23,587 · fundraising $22,527

  • 9 · Other employee benefits

    total $396,643 · program services $193,652 · management and general $103,829 · fundraising $99,162

  • 10 · Payroll taxes

    total $149,449 · program services $72,965 · management and general $39,121 · fundraising $37,363

  • 11b · Fees: legal

    total $30,695 · fundraising $30,695

  • 11c · Fees: accounting

    total $65,950 · management and general $65,950

  • 11f · Fees: investment management

    total $2,398 · management and general $2,398

  • 11g · Fees: other

    total $580,093 · program services $569,698 · management and general -$28,549 · fundraising $38,944

  • 12 · Advertising and promotion

    total $120,348 · program services $39,747 · management and general $2,392 · fundraising $78,209

  • 13 · Office expenses

    total $55,993 · program services $33,986 · management and general $11,353 · fundraising $10,654

  • 14 · Information technology

    total $158,368 · program services $88,581 · management and general $29,380 · fundraising $40,407

  • 16 · Occupancy

    total $144,537 · program services $66,249 · management and general $33,283 · fundraising $45,005

  • 17 · Travel

    total $224,706 · program services $150,030 · management and general $63,721 · fundraising $10,955

  • 19 · Conferences, conventions and meetings

    total $7,024 · program services $4,752 · management and general $1,584 · fundraising $688

  • 23 · Insurance

    total $29,148 · program services $10,379 · management and general $8,414 · fundraising $10,355

  • 24a · Other expenses: OTHER

    total $121,120 · program services $81,696 · management and general $27,519 · fundraising $11,905

  • 24b · Other expenses: TRAINING/TECHNICAL ASSISTANCE

    total $27,104 · program services $27,104

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $255,192 · end of year $274,844

  • 2 · Savings and temporary cash investments

    beginning of year $2,833,675 · end of year $3,256,723

  • 3 · Pledges and grants receivable

    beginning of year $1,097,484 · end of year $2,188,244

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,423 · end of year $335,694

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,809,498 · end of year $5,278,944

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $20,414 · end of year $20,414

  • 17 · Accounts payable and accrued expenses

    beginning of year $585,398 · end of year $396,305

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $254,800 · end of year $254,800

  • 27 · Net assets without donor restrictions

    beginning of year $3,492,478 · end of year $4,176,393

  • 28 · Net assets with donor restrictions

    beginning of year $4,751,010 · end of year $6,527,365

Mission and programs · 2024

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.

Activities or mission (Part I)

TO BRING BREAKTHROUGH OPPORTUNITIES TO THE WORLD'S POOREST AND MOST VULNERABLE PEOPLE

  • 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 Up 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 6,000 participants with services, support a total of 30,000 individuals when you consider an average family size.

    Expenses $2,107,060 · Grants $32,312

  • 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 Up works with local partners (3) and regional governments in the states of Orrisa, Jharkand and West Bengal providing more than 3500 participants with services, support a total of 15,000 when you consider an average family size.

    Expenses $813,176 · Grants $241,789

  • Trickle Up provided technical assistance to populations affected by displacement, working in partnership with international NGOs (13) in Uganda, to lead populations these organizations work on their pathways toward self-reliance and resilience. Our team provides technical assistant to programs in the best practices for moving affect population out of extreme poverty, providing services over the life of the project to 7,999 participants supporting 35,995 individuals if you consider average family size.

    Expenses $13,522 · Grants $8,957

As filed on the 2024 return.

Listed in Part VII

  • Antonia Geyelin

    Chair, Audit Committee

    Total calculated
    $0
    Hours/week
    1

  • Barbara A Schatz GC EC

    Vice Chair; Chair, Governance Committee

    Total calculated
    $0
    Hours/week
    2

  • Frank F DeGiovanni

    Vice Chair; Chair, Program Committee

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Gabriel

    Treasurer, Finance Committee

    Total calculated
    $0
    Hours/week
    1

  • Susan Leader

    Vice Chair; Chair Marketing Committee

    Total calculated
    $0
    Hours/week
    1

  • Ammar James

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Anne Buehl

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Benjamin Segal

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Bill Best

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth M Forget

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Joyce Chang

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Judith M Vale

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Kathleen A Donovan

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Lisette Garcia

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Mark Littman

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Mason H Smith

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Penelope D Foley

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Rangu Salgame

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Reshmi Paul

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Richard Newman

    Board member

    Total calculated
    $0
    Hours/week
    1

  • Sapna R Srivastava

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Lauren Hendricks

    President & CEO

    Total calculated
    $90,317
    From this org
    $87,116
    From related orgs
    $0
    Other
    $3,201
    Hours/week
    40

  • MICHAEL CASTLEN

    VP FINANCE AND OPERATIONS

    Total calculated
    $192,620
    From this org
    $179,218
    From related orgs
    $0
    Other
    $13,402
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,218
    Bonus
    $0
    Other
    $2,000
    Deferred
    $12,545
    Nontaxable benefits
    $857
    Filer's total
    $192,620

  • PETE LA RAUS

    VP, PROGRAMS

    Total calculated
    $186,366
    From this org
    $166,139
    From related orgs
    $0
    Other
    $20,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,139
    Bonus
    $0
    Other
    $0
    Deferred
    $11,635
    Nontaxable benefits
    $8,592
    Filer's total
    $186,366

  • RHONDA ZAPATKA

    VP, DEVELOPMENT

    Total calculated
    $198,963
    From this org
    $176,201
    From related orgs
    $0
    Other
    $22,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,201
    Bonus
    $0
    Other
    $0
    Deferred
    $12,400
    Nontaxable benefits
    $10,362
    Filer's total
    $198,963

  • NATHALIE LAIDLER- KYLANDER

    PRESIDENT - TERM ENDED 08/2024

    Total calculated
    $194,280
    From this org
    $157,065
    From related orgs
    $0
    Other
    $37,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,065
    Bonus
    $0
    Other
    $0
    Deferred
    $11,615
    Nontaxable benefits
    $25,600
    Filer's total
    $194,280

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
10 April 2026
IRS schema version
2024v5.1
Source object
202641009349300914

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