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

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$813K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$813K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $4.6M in investments, Pt X · Ln 11–13
Looks good: 5.8 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
$1.1M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.7M
-9% vs prior year
Spent
$5.2M
To programs
74%
Net assets
$6.6M
By yearFY2020–FY2025
Revenue
$4.7M
FY2021▼ -9%
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
$5.2M
FY2021▼ -10%
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
$6.6M
FY2021▼ -0.6%
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 FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

74 cents of each dollar spent went to programs.

Program services 74% · $3.9M Management & general 13% · $663K Fundraising 14% · $707K

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; $813K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
VP, Programs
$149,755Pt VII · Sec A
$146,438Pt VII · Sec A
VP Finance and Operations
$146,400Pt VII · Sec A
VP, Development
$140,761Pt VII · Sec A
SR. Dir. Program Quality
$121,362Pt VII · Sec A
SR. Dir., Monitoring, Eval
$108,477Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Chair, Program Committee
$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.

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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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3 programs · $3.0M · in their own filed words · FY2020
01

Program Implementation

Trickle up implemented its core graduation program through local partners in bangladesh, guatemala, mexico, and vietnam. The graduation approach includes a carefully sequenced series of interventions including targeting the poorest families, supporting them in forming self-help groups to build savings and credit, selection of an…

$2.0Mprogram expense
02

Program Support

Trickle up has a small program team based in our headquarters office that provides oversight and technical coordination to the in-country and humanitarian technical assistance teams and facilitates coordination and learning across program units and with external actors active in the poverty alleviation space.

$542Kprogram expense
03

Technical Assistance

With support from the USAID/BUREAU of humaitarian assistance, open society foundation and other partners, trickle up has continued its work with populations affected by displacement in fy '21.

$520Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$4.7M
Ln 12
Gifts and grantsLn 1h$4.3M
Investment incomeLn 3$345K
Fees for servicesLn 2g$40K
Money outPt IX
$5.2M
Ln 25
Programscol B$3.9M
Managementcol C$663K
Fundraisingcol D$707K
Owns and owesPt X
$6.6M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$7.7M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
26
listed · VII A
PaidVII A6
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.3M
Government grantsLn 1e$955K
Fundraising eventsLn 1c$688K
Fees for servicesLn 2g$40K
Investment incomeLn 3$345K
Other incomeLn 4–11$36K
Gains on assetsLn 7$277K
Total revenueLn 12$4.7M
Assets in detailPt X, end of year
CashLn 1$114K
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$2.5M
InvestmentsLn 11–13$4.6M
Land, buildings, equipmentLn 10c$14K
Other assetsLn 15$42K
Total assetsLn 16$7.7M
LiabilitiesLn 26$1.1M
Net assetsLn 32$6.6M
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 FY21End FY21
Cash and savingsLn 1–2$2.8M$2.5M
InvestmentsLn 11–13$4.2M$4.6M
Land, buildings, equipmentLn 10c$73K$14K
Total assetsLn 16$7.9M$7.7M
LiabilitiesLn 26$1.3M$1.1M
Net assetsLn 32$6.6M$6.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$37K$37K
Grants and assistance to foreign recipientsLn 3$889K$889K
Pay of current officers, directors and key staffLn 5$367K$260K$37K$70K
Other salaries and wagesLn 7$1.8M$1.3M$180K$342K
Pension plan contributionsLn 8$63K$45K$6K$12K
Other employee benefitsLn 9$632K$448K$64K$121K
Payroll taxesLn 10$142K$100K$14K$27K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$38K$38K
Professional fundraising feesLn 11e$8K$8K
Investment management feesLn 11f$450$450
Other fees for servicesLn 11g$489K$256K$216K$17K
Advertising and promotionLn 12$32K$6K$171$26K
Office expensesLn 13$77K$48K$17K$11K
Information technologyLn 14$105K$66K$23K$15K
OccupancyLn 16$191K$136K$20K$35K
TravelLn 17$114K$113K$500$276
Depreciation, depletion and amortizationLn 22$23K$19K$2K$3K
InsuranceLn 23$37K$31K$2K$3K
Other expenses (24a–d)Ln 24$193K$133K$44K$16K
Total functional expensesLn 25$5.2M$3.9M$663K$707K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,721,602 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,039,651$4,299,929
I-9 Program service revenuePrior year $0$40,000
I-10 Investment incomePrior year $98,893$345,291
I-11 Other revenuePrior year $40,047$36,382
I-12 Total revenuePrior year $5,178,591$4,721,602
I-13 Grants and similar amounts paidPrior year $1,070,385$925,854
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,356,739$2,992,855
I-16a Professional fundraising feesPrior year $23,750$8,000
I-17 Other expensesPrior year $1,356,393$1,304,786
I-18 Total expensesPrior year $5,807,267$5,231,495
I-19 Revenue less expensesPrior year −$628,676−$509,893
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
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 $4,721,602 across 11 lines filed
VIII-1c Fundraising events$687,808
VIII-1e Government grants$955,478
VIII-1f All other contributions, gifts and grants$2,656,643
VIII-1h Total contributions, gifts and grants$4,299,929
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,000$40,000
VIII-3 Investment incomeExcluded from tax $68,582$68,582
VIII-6 Net rental income or lossExcluded from tax $24,163$24,163
VIII-7 Net gain or loss on sales of assetsExcluded from tax $276,709$276,709
VIII-8 Net income from fundraising eventsExcluded from tax −$2,341−$2,341
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,560$14,560
VIII-12 Total revenueRelated to mission $54,560 · Unrelated business $0 · Excluded from tax $367,113$4,721,602
Part IX · Statement of functional expenses $5,231,495 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $37,190$37,190
IX-3 Grants and assistance to foreign recipientsPrograms $888,664$888,664
IX-5 Pay of current officers, directors and key staffPrograms $259,794 · Management $36,853 · Fundraising $69,990$366,637
IX-7 Other salaries and wagesPrograms $1,267,845 · Management $179,849 · Fundraising $341,566$1,789,260
IX-8 Pension plan contributionsPrograms $44,910 · Management $6,371 · Fundraising $12,099$63,380
IX-9 Other employee benefitsPrograms $447,696 · Management $63,507 · Fundraising $120,613$631,816
IX-10 Payroll taxesPrograms $100,451 · Management $14,249 · Fundraising $27,062$141,762
IX-11b Legal feesPrograms $6,165$6,165
IX-11c Accounting feesManagement $38,214$38,214
IX-11e Professional fundraising feesFundraising $8,000$8,000
IX-11f Investment management feesManagement $450$450
IX-11g Other fees for servicesPrograms $256,255 · Management $215,652 · Fundraising $16,983$488,890
IX-12 Advertising and promotionPrograms $6,297 · Management $171 · Fundraising $25,501$31,969
IX-13 Office expensesPrograms $48,457 · Management $17,151 · Fundraising $11,335$76,943
IX-14 Information technologyPrograms $65,879 · Management $23,318 · Fundraising $15,411$104,608
IX-16 OccupancyPrograms $136,225 · Management $19,837 · Fundraising $34,856$190,918
IX-17 TravelPrograms $112,938 · Management $500 · Fundraising $276$113,714
IX-22 Depreciation, depletion and amortizationPrograms $18,816 · Management $1,594 · Fundraising $2,914$23,324
IX-23 InsurancePrograms $31,210 · Management $2,075 · Fundraising $3,459$36,744
IX-24 Other expenses (24a–d)Programs $132,796 · Management $43,613 · Fundraising $16,438$192,847
IX-25 Total functional expensesPrograms $3,861,588 · Management $663,404 · Fundraising $706,503$5,231,495
Part X · Balance sheet $7,710,130 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $912,945$114,276
X-2 Savings and temporary cash investmentsStart of year $1,895,560$2,409,729
X-3 Pledges and grants receivableStart of year $713,061$407,618
X-4 Accounts receivableStart of year $9,459$44,069
X-9 Prepaid expenses and deferred chargesStart of year $111,250$98,196
X-10c Land, buildings and equipment, netStart of year $73,032$14,429
X-11 Publicly traded securitiesStart of year $3,942,855$4,302,089
X-12 Other securitiesStart of year $225,459$278,165
X-15 Other assetsStart of year $41,659$41,559
X-16 Total assetsStart of year $7,925,280$7,710,130
X-17 Accounts payable and accrued expensesStart of year $572,084$318,499
X-19 Deferred revenueStart of year $56,869$56,869
X-24 Unsecured notes and loans payableStart of year $437,094$518,452
X-25 Other liabilitiesStart of year $254,800$254,800
X-26 Total liabilitiesStart of year $1,320,847$1,148,620
X-27 Net assets without donor restrictionsStart of year $2,401,067$2,604,164
X-28 Net assets with donor restrictionsStart of year $4,203,366$3,957,346
X-32 Total net assets or fund balancesStart of year $6,604,433$6,561,510
X-33 Total liabilities and net assetsStart of year $7,925,280$7,710,130
Part XI · Reconciliation of net assets $6,561,510 net assets at year end
XI-1 Total revenue$4,721,602
XI-2 Total expenses$5,231,495
XI-3 Revenue less expenses−$509,893
XI-4 Net assets at start of year$6,604,433
XI-5 Net unrealized gains (losses) on investments$466,970
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,561,510

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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