To bring breakthrough opportunities to the world's poorest and most vulnerable people

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Run by 20 volunteers and 28 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $598K a year · 10% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$766K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
8 mo
of spending, in cash
Plus $5.3M in investments, Pt X · Ln 11–13
Looks good: 8.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $85K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$651K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.7M
+37% vs prior year
Spent
$5.1M
To programs
58%
Net assets
$10.7M
By yearFY2020–FY2025
Revenue
$7.7M
FY2025▲ +37%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.2M
FY2021$4.7M
FY2022$6.6M
FY2023$6.3M
FY2024$5.6M
FY2025$7.7M
Expenses
$5.1M
FY2025▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.8M
FY2021$5.2M
FY2022$5.0M
FY2023$5.5M
FY2024$5.9M
FY2025$5.1M
Net assets
$10.7M
FY2025▲ +30%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.6M
FY2021$6.6M
FY2022$7.4M
FY2023$8.1M
FY2024$8.2M
FY2025$10.7M

From the FY2025 Form 990 (year ending August 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $2.9M Management & general 21% · $1.1M Fundraising 21% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $766K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
VP Finance and Operations
$179,218Pt VII · Sec A
VP, Development
$176,201Pt VII · Sec A
VP, Programs
$166,139Pt VII · Sec A
President - Term Ended 08/2024
$157,065Pt VII · Sec A
President & CEO
$87,116Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A

Michael Castlen’s $179K as VP Finance and Operations is at the 59th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Nathalie Laidler-Kylander—$225,691$203,326$32,154——
Michael Castlen$179,218$164,764$154,816$158,796$146,400$146,511
Rhonda Zapatka$176,201$162,764$151,300$157,098$140,761$144,333
Barbara Jackson——$152,034$173,094$149,755$151,008
Pete La Raus$166,139$165,777————
Nathalie Laidler- Kylander$157,065—————
William Abrams———$144,048$146,438$152,878
Leah Berkowitz———$134,110$121,362—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Trickle Up Program INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides breakthrough opportunities to the world's poorest and most vulnerable people.

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Provided by the organization

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3 programs · $2.9M · in their own filed words · FY2024
01

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.

$2.1Mprogram expense
02

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.

$813Kprogram expense
03

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.

$14Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$85K
Grants paid · 2 grants · $113K · 2019–2020
Creative Learning INCMD · FY2020$37,190
Creative Learning INCMD · FY2019$75,670

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$7.7M
Ln 12
Gifts and grantsLn 1h$7.0M
Investment incomeLn 3$738K
Money outPt IX
$5.1M
Ln 25
Programscol B$2.9M
Managementcol C$1.1M
Fundraisingcol D$1.1M
Owns and owesPt X
$10.7M
net assets · Ln 32
Cash and savingsLn 1–2$3.5M
Total assetsLn 16$11.4M
LiabilitiesLn 26$651K
PeoplePt VI, VII
26
listed · VII A
PaidVII A5
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.0M
Government grantsLn 1e$55K
Noncash giftsLn 1g$1.6M
Investment incomeLn 3$738K
Gains on assetsLn 7$547K
Total revenueLn 12$7.7M
Assets in detailPt X, end of year
CashLn 1$275K
SavingsLn 2$3.3M
Cash and savings togetherLn 1–2$3.5M
InvestmentsLn 11–13$5.3M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$20K
Total assetsLn 16$11.4M
LiabilitiesLn 26$651K
Net assetsLn 32$10.7M
OperationsPt I, VI
EmployeesI 528
VolunteersI 620
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$3.1M$3.5M
InvestmentsLn 11–13$4.8M$5.3M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$9.1M$11.4M
LiabilitiesLn 26$840K$651K
Net assetsLn 32$8.2M$10.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$283K$283K
Pay of current officers, directors and key staffLn 5$456K$222K$119K$114K
Other salaries and wagesLn 7$2.1M$1.0M$561K$535K
Pension plan contributionsLn 8$90K$44K$24K$23K
Other employee benefitsLn 9$397K$194K$104K$99K
Payroll taxesLn 10$149K$73K$39K$37K
Legal feesLn 11b$31K$31K
Accounting feesLn 11c$66K$66K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$580K$570K−$29K$39K
Advertising and promotionLn 12$120K$40K$2K$78K
Office expensesLn 13$56K$34K$11K$11K
Information technologyLn 14$158K$89K$29K$40K
OccupancyLn 16$145K$66K$33K$45K
TravelLn 17$225K$150K$64K$11K
Conferences, conventions and meetingsLn 19$7K$5K$2K$688
InsuranceLn 23$29K$10K$8K$10K
Other expenses (24a–d)Ln 24$148K$109K$28K$12K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$5.1M$2.9M$1.1M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $7.7M$5.1M$2.7M$10.7M 990 PDF
FY2024 $5.6M$5.9M−$260K$8.2M 990 PDF
FY2023 $6.3M$5.5M$751K$8.1M 990 PDF
FY2022 $6.6M$5.0M$1.6M$7.4M 990 PDF
FY2021 $4.7M$5.2M−$510K$6.6M 990 PDF
FY2020 $5.2M$5.8M−$629K$6.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign M · Noncash J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $7,737,168 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,270,542$6,999,276
I-9 Program service revenue$0
I-10 Investment incomePrior year $334,583$737,892
I-11 Other revenuePrior year $42,920$0
I-12 Total revenuePrior year $5,648,045$7,737,168
I-13 Grants and similar amounts paidPrior year $1,127,245$283,058
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,075,670$3,233,083
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,705,373$1,567,484
I-18 Total expensesPrior year $5,908,288$5,083,625
I-19 Revenue less expensesPrior year −$260,243$2,653,543
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,737,168 across 7 lines filed
VIII-1e Government grants$54,810
VIII-1f All other contributions, gifts and grants$6,944,466
VIII-1g Noncash contributions (included above)$1,641,640
VIII-1h Total contributions, gifts and grants$6,999,276
VIII-3 Investment incomeExcluded from tax $190,915$190,915
VIII-7 Net gain or loss on sales of assetsExcluded from tax $546,977$546,977
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $737,892$7,737,168
Part IX · Statement of functional expenses $5,083,625 across 19 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $283,058$283,058
IX-5 Pay of current officers, directors and key staffPrograms $222,438 · Management $119,263 · Fundraising $113,903$455,604
IX-7 Other salaries and wagesPrograms $1,045,431 · Management $560,520 · Fundraising $535,330$2,141,281
IX-8 Pension plan contributionsPrograms $43,992 · Management $23,587 · Fundraising $22,527$90,106
IX-9 Other employee benefitsPrograms $193,652 · Management $103,829 · Fundraising $99,162$396,643
IX-10 Payroll taxesPrograms $72,965 · Management $39,121 · Fundraising $37,363$149,449
IX-11b Legal feesFundraising $30,695$30,695
IX-11c Accounting feesManagement $65,950$65,950
IX-11f Investment management feesManagement $2,398$2,398
IX-11g Other fees for servicesPrograms $569,698 · Management −$28,549 · Fundraising $38,944$580,093
IX-12 Advertising and promotionPrograms $39,747 · Management $2,392 · Fundraising $78,209$120,348
IX-13 Office expensesPrograms $33,986 · Management $11,353 · Fundraising $10,654$55,993
IX-14 Information technologyPrograms $88,581 · Management $29,380 · Fundraising $40,407$158,368
IX-16 OccupancyPrograms $66,249 · Management $33,283 · Fundraising $45,005$144,537
IX-17 TravelPrograms $150,030 · Management $63,721 · Fundraising $10,955$224,706
IX-19 Conferences, conventions and meetingsPrograms $4,752 · Management $1,584 · Fundraising $688$7,024
IX-23 InsurancePrograms $10,379 · Management $8,414 · Fundraising $10,355$29,148
IX-24 Other expenses (24a–d)Programs $108,800 · Management $27,519 · Fundraising $11,905$148,224
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $2,933,758 · Management $1,063,765 · Fundraising $1,086,102$5,083,625
Part X · Balance sheet $11,354,863 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $255,192$274,844
X-2 Savings and temporary cash investmentsStart of year $2,833,675$3,256,723
X-3 Pledges and grants receivableStart of year $1,097,484$2,188,244
X-9 Prepaid expenses and deferred chargesStart of year $67,423$335,694
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $4,809,498$5,278,944
X-15 Other assetsStart of year $20,414$20,414
X-16 Total assetsStart of year $9,083,686$11,354,863
X-17 Accounts payable and accrued expensesStart of year $585,398$396,305
X-25 Other liabilitiesStart of year $254,800$254,800
X-26 Total liabilitiesStart of year $840,198$651,105
X-27 Net assets without donor restrictionsStart of year $3,492,478$4,176,393
X-28 Net assets with donor restrictionsStart of year $4,751,010$6,527,365
X-32 Total net assets or fund balancesStart of year $8,243,488$10,703,758
X-33 Total liabilities and net assetsStart of year $9,083,686$11,354,863
Part XI · Reconciliation of net assets $10,703,758 net assets at year end
XI-1 Total revenue$7,737,168
XI-2 Total expenses$5,083,625
XI-3 Revenue less expenses$2,653,543
XI-4 Net assets at start of year$8,243,488
XI-5 Net unrealized gains (losses) on investments−$193,273
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,703,758

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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