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International : Development and Relief Services

Trickle Up

four stars

91.84

104 West 27th Street 12th Floor
New York, NY 10001
tel: (212) 255-9980   Web Site
EIN: 06-1043042

Board Leadership
Penelope Foley
Board Chair

CEO
William Abrams
President

  Score
(out of 100)
Rating
Overall Score & Rating 91.84 four stars
  Financial 89.18 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.

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.

Since our founding in 1979, we've helped more than one million of the poorest, most vulnerable people move to greater economic self-sufficiency and connection with their communities. We provide women, indigenous families, people with disabilities, and refugees with seed capital grants, skills training, coaching, and the support they need to create small businesses. We connect them to savings groups where they save money and access credit with others, create plans for the future, and enact change in their communities. We help people connect with others in their villages, build self-confidence, and find their voice because poverty is about more than just money-it's about exclusion.

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.

Since our founding in 1979, we've helped more than one million of the poorest, most vulnerable people move to greater economic self-sufficiency and connection with their communities. We provide women, indigenous families, people with disabilities, and refugees with seed capital grants, skills training, coaching, and the support they need to create small businesses. We connect them to savings groups where they save money and access credit with others, create plans for the future, and enact change in their communities. We help people connect with others in their villages, build self-confidence, and find their voice because poverty is about more than just money-it's about exclusion.

Impact Information

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Financial

three stars

89.18

Accountability & Transparency

four stars

96.00

This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
73.4%
  Administrative Expenses 10.6%
  Fundraising Expenses 15.8%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 2.71
  Program Expenses Growth 12.7%
  Liabilities to Assets 5.3%
All data for Financial Performance Metrics calculations was provided by Trickle Up on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Trickle Up on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Trickle Up (NY) 91.84 four stars
Near East Foundation (NY) 92.92 four stars
Lifewater International (CA) 85.25 three stars
Synergos (NY) 93.42 four stars
American India Foundation (NY) 91.04 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,795,969
   Federated Campaigns $4,201
   Membership Dues $0
   Fundraising Events $673,539
   Related Organizations $0
   Government Grants $40,914
Total Contributions $8,514,623
   Program Service Revenue $0
Total Primary Revenue $8,514,623
   Other Revenue $147,724
TOTAL REVENUE $8,662,347
   
EXPENSES  
   Program Expenses $3,249,023
   Administrative Expenses $486,042
   Fundraising Expenses $539,030
TOTAL FUNCTIONAL EXPENSES $4,274,095
   
Payments to Affiliates $0
Excess (or Deficit) for the year $4,388,252
   
Net Assets $10,995,193

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Program Implementation $1,112,006 34.2%
Program Support $444,860 13.7%
Technical Support $846,346 26.0%
Research $444,202 13.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-08 09/01/2018 91.84 four stars
2016-08 12/01/2017 83.84 three stars
2015-08 10/01/2016 79.49 two stars
2014-08 06/01/2016 81.36 three stars
 
CN 2.0
2014-08 12/01/2015 76.89 two stars
2014-08 11/01/2015 76.20 two stars
2013-08 12/01/2014 73.00 two stars
2012-08 10/01/2013 79.59 two stars
2011-08 10/01/2012 76.36 two stars
2010-08 12/01/2011 78.81 two stars
2009-08 09/20/2011 88.58 three stars
 
CN 1.0
2009-08 11/01/2010 83.85 three stars
2008-08 09/01/2009 82.12 three stars
2007-08 09/01/2008 90.17 four stars
2006-08 05/01/2007 89.63 three stars
2005-08 03/01/2007 86.36 three stars
2004-08 07/01/2005 88.20 three stars
2003-08 06/01/2004 94.33 four stars
2002-08 11/01/2003 89.16 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 06-1043042
Name in IRS Master File TRICKLE UP PROGRAM INC
NTEE Code S43
NTEE Classification Management Services for Small Business, Entrepreneurs
NTEE Type Community Improvement, Capacity Building
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (560) Supplying money, goods or services to the poor
(181) Scientific research for government
(405) Loans or grants for minority businesses
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1981
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End August
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • August, 2017
  • August, 2016
  • August, 2015
  • August, 2014
  • August, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$150,945 3.53% William M. Abrams President

Highly Rated

Charity Name & State Overall Score Overall Rating
Trickle Up (NY) 91.84 four stars
Root Capital (MA) 92.38 four stars
Acumen (NY) 95.27 four stars
Near East Foundation (NY) 92.92 four stars
Vital Voices Global Partnership (DC) 88.55 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Trickle Up
104 West 27th Street
12th Floor
New York, NY 10001
tel: (212) 255-9980
fax: (212) 255-9974
EIN: 06-1043042

Visit Web Site

Board Leadership

Penelope Foley
Board Chair

CEO

William Abrams
President

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