About

Our Mission

Ladder Up provides hardworking people with the financial resources and opportunities they need to move up the economic ladder.

Ladder Up provides free financial programs to help clients secure the tax refunds they deserve, gain the knowledge to navigate today’s complex financial systems, and obtain financial aid to make college dreams a reality.

History & Impact

Everyone deserves a shot at a better life.

When 22-year-old Chicago business analyst and volunteer basketball coach Robert Burke saw how the hardworking families of his west side team were struggling to make ends meet, he took a shot at helping out. With the goal of securing unclaimed tax credits for the people of this underserved but deserving community, he recruited 90 colleagues to prepare tax returns at no cost. The efforts paid off, returning over $150,000 in tax refunds to 120 families.

Since these humble beginnings in 1994, City-Wide Tax Assistance Program has continued to provide free tax return preparation services and has expanded its free programs to include college financial aid assistance and practical financial education. In 2008, the organization adopted the name Ladder Up to reflect its broader mission of helping people access the financial resources and opportunities needed to climb up and out of poverty.

In total, through TAP and LIFT, Ladder Up has returned over $529 million in economic benefits to more than 297,000 hardworking people across the Chicago area.

View our 2016 Annual Report

Our Staff

Christine Cheng, Director

Kate Hermann Stone, Development Manager

Jennifer Lambert, TAP Program Manager

Lupe Marin, LIFT Program Coordinator

Carly Oishi, LIFT Program Manager

Anna Phelan, Volunteer Program Manager

Becky Santiago, Special Projects Coordinator

Greg Williams, Technology & E-file Coordinator