Totals
- Total revenue
- $6,266,801
- Total expenses
- $5,515,712
- Contributions and grants received
- $5,903,072
- Grants paid
- $785,221
- Program service revenue
- $0
- Investment income
- $360,322
- Other revenue
- $3,407
- Total assets, end of year
- $8,802,105
- Total liabilities, end of year
- $721,429
- Net assets or fund balances, end of year
- $8,080,676
- Program services expenses (Part IX)
- $3,650,210
- Management and general expenses
- $881,513
- Fundraising expenses
- $983,989
- Program service expenses (Part III)
- $3,650,210
Program services were 66.2% 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)
$665,446
-
1f · All other contributions, gifts and grants
$5,237,626
-
3 · Investment income
total $175,390 · excluded $175,390
-
7a · Gross sales of assets other than inventory
securities $898,386
-
7b · Less cost or other basis and sales expenses
securities $713,454
-
7c · Gain or loss
securities $184,932
-
7d · Net gain or loss
total $184,932 · excluded $184,932
-
11a · Other revenue: OTHER INCOME
total $3,407 · related or exempt $3,407
-
11e · Other revenue, total
$3,407
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $785,221 · program services $785,221
-
5 · Compensation of officers, directors and key employees
total $428,320 · program services $251,164 · management and general $72,293 · fundraising $104,863
-
7 · Other salaries and wages
total $2,024,370 · program services $1,187,078 · management and general $341,677 · fundraising $495,615
-
8 · Pension plan contributions
total $105,061 · program services $61,608 · management and general $17,731 · fundraising $25,722
-
9 · Other employee benefits
total $430,152 · program services $252,238 · management and general $72,603 · fundraising $105,311
-
10 · Payroll taxes
total $142,535 · program services $83,582 · management and general $24,057 · fundraising $34,896
-
11b · Fees: legal
total $15,218 · management and general $15,218
-
11c · Fees: accounting
total $45,833 · management and general $45,833
-
11f · Fees: investment management
total $932 · management and general $932
-
11g · Fees: other
total $575,615 · program services $425,237 · management and general $80,845 · fundraising $69,533
-
12 · Advertising and promotion
total $52,496 · program services $19,767 · management and general $1,276 · fundraising $31,453
-
13 · Office expenses
total $75,296 · program services $31,754 · management and general $31,319 · fundraising $12,223
-
14 · Information technology
total $114,193 · program services $56,522 · management and general $37,293 · fundraising $20,378
-
16 · Occupancy
total $164,418 · program services $109,497 · management and general $23,368 · fundraising $31,553
-
17 · Travel
total $302,111 · program services $249,713 · management and general $29,353 · fundraising $23,045
-
19 · Conferences, conventions and meetings
total $64,963 · program services $21,982 · management and general $33,627 · fundraising $9,354
-
23 · Insurance
total $29,229 · program services $15,541 · management and general $6,800 · fundraising $6,888
-
24a · Other expenses: TRAINING/TECHNICAL ASSI
total $68,393 · program services $68,393
-
24e · All other expenses
total $91,356 · program services $30,913 · management and general $47,288 · fundraising $13,155
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $364,251 · end of year $666,413
-
2 · Savings and temporary cash investments
beginning of year $2,756,718 · end of year $2,744,442
-
3 · Pledges and grants receivable
beginning of year $1,098,142 · end of year $532,571
-
4 · Accounts receivable
beginning of year $7,181 · end of year $417,196
-
9 · Prepaid expenses and deferred charges
beginning of year $42,952 · end of year $58,495
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,587,375 · end of year $4,253,470
-
12 · Investments: other securities
beginning of year $275,856 · end of year $107,807
-
15 · Other assets
beginning of year $58,843 · end of year $21,711
-
17 · Accounts payable and accrued expenses
beginning of year $513,298 · end of year $466,629
-
19 · Deferred revenue
beginning of year $56,869
-
25 · Other liabilities
beginning of year $254,800 · end of year $254,800
-
27 · Net assets without donor restrictions
beginning of year $3,051,887 · end of year $3,232,628
-
28 · Net assets with donor restrictions
beginning of year $4,314,464 · end of year $4,848,048
Mission and programs · 2022
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'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 19,316 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 96,580 WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE.
Expenses $722,541 · Grants $322,044
-
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 5,659 PARTICIPANTS WITH SERVICES, SUPPORT A TOTAL OF 28,295 INDIVIDUALS WHEN YOU CONSIDER AN AVERAGE FAMILY SIZE.
Expenses $1,269,359 · Grants $254,780
-
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 7,199 PARTICIPANTS SUPPORTING 35,995 INDIVIDUALS IF YOU CONSIDER AVERAGE FAMILY SIZE.
Expenses $605,584 · Grants $208,397
-
OTHER PROGRAMS
Expenses $1,052,726 · Revenue $3,407
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Penelope D FoleyPENELOPE D FOLEY
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Frank DegiovanniFRANK DEGIOVANNI
VICE CHAIR; CHAIR, PROGRAM COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas GabrielNICHOLAS GABRIEL
TREASURER/CHAIR, FINANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
William BestWILLIAM BEST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joyce ChangJOYCE CHANG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen A DonovanKATHLEEN A DONOVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth M ForgetELIZABETH M FORGET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Antonia GeyelinANTONIA GEYELIN
BOARD MEMBER/CHAIR, AUDIT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan LeaderSUSAN LEADER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mark LittmanMARK LITTMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard NewmanRICHARD NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Reshmi PaulRESHMI PAUL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rangu SalgameRANGU SALGAME
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Schatz Gc EcBARBARA SCHATZ GC EC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin SegaBENJAMIN SEGA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mason H SmithMASON H SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sapna R SrivastavaSAPNA R SRIVASTAVA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Linda StrumpfLINDA STRUMPF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dawn WrightDAWN WRIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nathalie Laidler-KylanderNATHALIE LAIDLER-KYLANDER
PRESIDENT
- Total calculated
- $251,500
- From this org
- $203,326
- From related orgs
- $0
- Other
- $48,174
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,326
- Bonus
- $0
- Other
- $0
- Deferred
- $10,985
- Nontaxable benefits
- $37,189
- Filer's total
- $251,500
-
Michael CastlenMICHAEL CASTLEN
VP FINANCE AND OPERATIONS
- Total calculated
- $167,236
- From this org
- $154,816
- From related orgs
- $0
- Other
- $12,420
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,816
- Bonus
- $0
- Other
- $2,000
- Deferred
- $10,697
- Nontaxable benefits
- $1,723
- Filer's total
- $167,236
-
Barbara JacksonBARBARA JACKSON
VP, PROGRAMS
- Total calculated
- $186,651
- From this org
- $152,034
- From related orgs
- $0
- Other
- $34,617
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,034
- Bonus
- $0
- Other
- $0
- Deferred
- $8,785
- Nontaxable benefits
- $25,832
- Filer's total
- $186,651
-
Rhonda ZapatkaRHONDA ZAPATKA
VP, DEVELOPMENT
- Total calculated
- $174,917
- From this org
- $151,300
- From related orgs
- $0
- Other
- $23,617
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,300
- Bonus
- $0
- Other
- $0
- Deferred
- $10,697
- Nontaxable benefits
- $12,920
- Filer's total
- $174,917
-
Urmy ShuklaURMY SHUKLA
DIRECTOR, MONITORING/EVALUATION
- Total calculated
- $115,542
- From this org
- $102,622
- From related orgs
- $0
- Other
- $12,920
- Hours/week
- 40
-
Anjum KhalidiANJUM KHALIDI
VP BUS DEV & STRATEGIC PART.
- Total calculated
- $143,531
- From this org
- $101,970
- From related orgs
- $0
- Other
- $41,561
- Hours/week
- 40
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
- 2022
- Filed
- 18 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441099349300614
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