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 2018, Ladder Up acquired Center for Economic Progress, another leading provider of financial services, and in late 2019, the two organizations completed their legal merger.

Since Ladder Up’s founding in 1994 and Center for Economic Progress’s founding in 1990, the combined organization has returned over $1.2 billion in economic benefits by serving more than 750,000 people across Illinois.

Staff

Tax Assistance Program

The Tax Assistance Program team plans and executes Ladder Up’s free tax return preparation program, through which more than 900 volunteers serve 10,000+ low-income taxpayers at locations across the Chicago metropolitan area and in Springfield each year.

Evelyn Espinosa

Coordinator

Becky Santiago

Operations Manager

Greg Williams

Senior Coordinator – Technology and E-File

Volunteer Engagement

The Volunteer Engagement team recruits, trains, and deploys more than 900 volunteers annually to support the work of all volunteer programs at Ladder Up.

Savannah King

Coordinator

Financial Capability

The Financial Capability team executes Ladder Up’s financial aid and financial education programming, which includes services to help students apply for and secure financial aid for college, financial education workshops delivered on-site for community partners, and one-on-one financial coaching, including Project Money, a 8-week financial coaching program that pairs clients with volunteer coaches.

Carly Oishi

Director

Lupe Marin

Program Manager

Tax Clinic

The Tax Clinic protects taxpayer rights by providing advice, consultation, and representation to taxpayers who have a disagreement with the IRS or state revenue department about their taxes and by educating taxpayers about their rights and responsibilities under US tax laws.

Carmen Aguirre-Cuevas

Paralegal

Eric Sternberg

Staff Attorney

Development

The Development team executes fundraising and events for Ladder Up and supports the organization’s communications and data collection and analysis efforts.

Kate Hermann Stone

Director

Finance and Administration

The Finance and Administration team is responsible for all financial reporting, internal accounting and administrative operations for Ladder Up.

Jeanne Marie Olivieri

Director

Jordan Corp

Accounting Coordinator

Karina Ruiz

Office Administrator