SlideShare una empresa de Scribd logo
1 de 11
Descargar para leer sin conexión
RE imagine


Center for Economic Progress
2008 Annual Report
reth inking crisis   Dark times face us. The current economic crisis is subjecting
                     many Americans to insecurity and poverty. Anxiety and worry
                     have become an everyday part of the lives of working families
                     — especially those with limited incomes.


                     But just as the Great Depression provided a backdrop for
                     enormous change, this crisis, too, offers a historic opportunity
                     for transformation— to reflect on and rethink the way we do
                     things. To question our assumptions. To reimagine our work.
                     To address the challenge before us.

                     What’s needed is nothing short of bold and sweeping change—
                     on Capitol Hill, at the kitchen table and in our tax and financial
                     systems. We need solutions, not band-aids, that can help all
                     Americans provide for their families and succeed in our 21st
                     century economy.

                     Smart public policies will be important, but the government
                     can’t change this situation alone. It’s up to all of us to roll up
                     our sleeves, take a sobering look at what we can do and get
                     our hands dirty.

                     America is still the land of opportunity— even in these tough
                     times— but we must decide.    .
                       What changes are needed to improve current conditions for all?
                       These are historic financial times— what is our part in the story?
4




Remaking CEP
Starting in 2008, we began to rethink how we could best share our passion and
commitment to making financial security a reality for all Americans. Our new
identity represents how we will work to achieve greater impact and inspire others
to join our cause.


We are expanding our financial services
Operating the largest and most established free tax preparation program in
Chicago and Illinois, we connect families to free, year-round financial services
that help them make economic progress.
    O
     ne-on-one financial coaching
    B
     enefits screenings at the workplace
    F
     inancial aid assistance for low-income and first-generation students


We are local in service, national in voice
What we learn on the ground, we translate into best practices in the field and
workable policy solutions at the federal and state levels. We find the solutions
that work.




Retelling our story
Our vision
We envision an America of shared prosperity, where all working families can
access the financial opportunities they need to succeed.


Our mission
We help hard-working, low-income families move from financial uncertainty
to financial security.


Our tagline
Working Solutions for Working Families


How we achieve our mission
    We provide trusted tax and financial counseling, giving Illinois families the
    
    tools to make sound choices.
    W
     e lead a national coalition of organizations that promote economic progress
    for low-wage workers and their families.
    W
     e advance policies and practices to create a financial system that works for all.
Center for Economic Progress : Annual Report 2008                                     7




                      to basics
              back payments

              Pay the rent, pay the bills, take the kids to a movie—most paychecks don’t go
              much further than that anymore. In good times, it felt like they didn’t have to—
              we had enough to squeak by, and then some. But the American Dream can’t
              be built   on a mountain of debt and people can’t get ahead when, at the
              end of every month, they’re falling behind.


              Within this economic crisis and this spiraling culture of debt, though, lies an
              opportunity for debate, reflection and action. We all have a chance to
              rethink financial security in ways that weren’t possible before. At the Center, our
              new financial services department pushes            us in that direction.

              Maurice highlights the potential impact our financial services can make. A father
              of three, Maurice learned about our services through our workplace program.
              He met with one of our counselors who helped            him apply for benefits
              to cover heating bills, review his credit report and devise a budget and debt
              repayment plan.


              Rather than dig deeper into debt, Maurice learned about the fundamentals needed
              to start moving      forward. After all, you can’t get ahead if you don’t know how.




rede fining
 security
8                                                                                 Center for Economic Progress : Annual Report 2008                                  9




  my
 may day

 Taxes are at the core of American life—the cost of our democracy. Each year,      The average family we serve receives $1,700 back at tax time—likely the largest
 we pay them with a collective sigh, eager to forget the matter until next year.   lump sum they’ll see all year and their best        opportunity to start getting
 But where many see a burden, we see an opportunity to usher in a new era          ahead. Last year alone, 1,000 opened bank accounts right at our tax sites and
 in the American economy—one      where Americans save and invest.                 more than 350 purchased savings bonds, giving them a path out of the cycle
                                                                                   of debt and moving        them towards solid financial ground.
 More than at any other time, tax   time is “the time” for an annual financial
 check-up. See where you’re at, set goals, make a plan and use the tax refund
                                                                                                  $45 million back into the pockets of nearly 32,000
 as a down payment on the future.                                                                                                                    families,
                                                                                                  Saving $5 million in tax preparation fees




 reworking
tax time
10




    progress
more need

If the economy taught us anything in 2008, it’s this—more isn’t always better.
More debt, more risks, more financial challenges—enough is enough.
In these lean times, we must rethink what it means to have more—we must
reach out to others and define success together.


By bringing together committed and diverse groups of community leaders and
experts in the tax preparation field, the Center is taking its on-the-ground
experience to the next level and making     an impact nationwide.

Our regional summits held in Tennessee and Arizona, attended by hundreds,
served as a catalyst for local leaders to work together to achieve more.
For example, our Memphis summit, acted as a springboard for groups across
Florida to create a first-ever state action plan that launched the Florida Financial
Partnership—addressing the everyday financial needs of families all across
that state.


Through our national work, we    promote best practices and encourage
collaboration to shape and grow the tax and financial services field. Together,
we can do more.




                                                                                       revitalizing
                                                                                        the field
Center for Economic Progress : Annual Report 2008                                      13




                        families
                moving agendas forward

                Perhaps not since the Great Depression have we all been faced with such a
                perfect storm of market failures, broken systems and bad policies. These are
                big problems that must be met with equally          great resolve. In these historic
                times, we must be prepared not just to think big, but to act big.


                Through the Center’s national arm, the National Community Tax Coalition, we
                work to build     an economy that works for all Americans. Representing
                more than 700 organizations nationwide, the Coalition serves one million
                low-income working families during tax time and recruits tens of thousands
                of volunteers each year.


                In 2008, we activated our national network to successfully make the Child Tax
                Credit available to very low-income families. Passed in October 2008, the
                legislation benefited       parents of 13 million children.

                That same year, with our energized network of activists, we began building a
                strong grassroots        movement on important issues related to financial security
                and consumer protection. E-mail alerts and online trainings tell our members
                exactly how to take action on key issues.


                We bring the needs of low-income families to the table of policymakers, all while
                building our growing group of activists who are committed          to tax fairness




     mmitting
                and advancing financial security for all families.




reco
  to change
Center for Economic Progress : Annual Report 2008                                                15




                                                                    our pocketbook


reimagining                                                         Income




                                                                    Foundations,                                    Government:              Donated Services,
                                                                    Corporations                                    $1,296,851               Materials
 Today, everywhere you look it seems there’s a heavy heart.          Individuals:
                                                                    $3,252,636
                                                                                                                    21%                       Facilities:
                                                                                                                                             $1,307,959
 The sting of tough times is fresh and everyone has had to forego   52%                                                                      21%


 something.                                                                                                                            Contractual
                                                                                                                                       Services
                                                                                                                                                                 Interest 
                                                                                                                                                                 Other Income:
                                                                                                                                        Fees:                   $17,253
                                                                    Total Income: $6,197,955                                           $323,256                  1%
                                                                                                                                       5%
 Here at the Center, though, we believe that success comes
 only with sacrifice. Despite the hardships we face today, we
 cannot forego the incredible opportunity we have now to create
 a better tomorrow. Perhaps once in a generation, we have
                                                                    Expenses
 a chance to redefine, rework and reimagine— to remake an
 America in which we all have a real opportunity to succeed.
 Now is our chance.

 Focusing on the pocketbook issues of working families, we at       Local Programs
                                                                    (Tax and Financial
                                                                                                                                                           Fundraising:
                                                                                                                                                           $442,064

 the Center, are committed to keeping our eye on the future,        Services):
                                                                    $3,517,265
                                                                                                                                                           8%

                                                                    60%
 rolling up our sleeves and getting this work done, even as we                                                                                    Management
                                                                                                                                                   General:
 all walk on shaky ground.                                                                                                                        $691,500
                                                                                                                                                  12%
                                                                    Total Expenses: $5,864,329
                                                                                                                          National Programs
                                                                                                                          (Coalition, Technical
                                                                                                                          Assistance and
                                                                                                                          Advocacy):
                                                                                                                          $1,213,500
                                                                                                                          20%
16                                                                                                                           Center for Economic Progress : Annual Report 2008                                         17




Our Movers  Shakers                                                                                                         Matching Gifts                                Stephanie Brown
                                                                                                                                                                           Dale Brutlag
                                                                                                                                                                                                 Caroline Harney
                                                                                                                                                                                                 Ellen Harper-Ham
Every contribution matters. We would like to thank our community of supporters, who help us get the                          Adams Street Partners LLC
                                                                                                                                                                           Zenobia Buckley       Val Harris
                                                                                                                                                                           Ninette Bush          Robineisha Haynes
work done and are committed to reimagining a better future for working families.                                             Aon Foundation                                Gary Bushnell         Pam Hays
                                                                                                                             Baxter International Foundation               Alva Butenaite        Barbara Heffernan
                                                                                                                             BP Foundation                                 Kenya Butts           Curtis Helwig
                                                                                                                             Citizens Charitable Foundation
Donors                                            David Marzahl and Anne Reusche
                                                  MB Financial Charitable Foundation
                                                                                            Bonnie and Emile Garneau
                                                                                            Wendy and Jerry Goldstein
                                                                                                                             CME Foundation
                                                                                                                             JPMorgan Chase Foundation
                                                                                                                                                                           Betty Carmon
                                                                                                                                                                           Vera Carpenter
                                                                                                                                                                                                 Bland Henderson
                                                                                                                                                                                                 Sharon Hermes
                                                                                                                                                                           Joann Cecil           Cheryl Hernandez
$250,000 +                                        Hilda Renteria                            Amy Gould                        Kraft Foods                                   Henry Champen         Gloria Herrera
The Annie E. Casey Foundation                     Mary and Robert Reusche                   Pam and Bryan Gruley             The John D. and Catherine T. MacArthur        Gina Chang            William Hersh
Citi Foundation                                   Robert M. Rudolph                         Nancy and Donald Hanigan           Foundation                                  Shelly Christensen    Fred Hicks
City of Chicago                                   Seyfarth Shaw LLP                         Nancy Caroline Harney            Morgan Stanley                                Keylia Clayton        Jackie Hilgendorf
Illinois Department of Human Services             Sun Traders LLC                           Heather Henneman                 Northern Trust                                Mitchell Climons      David Hill
W. K. Kellogg Foundation                          Jennifer Tescher and Jonathan Eig         Karen Kalichman                  State Farm Companies Foundation               Yvonne Clogston       Yuki Hirao
The John D. and Catherine T. MacArthur                                                      Elizabeth and Stephen Krupkin
                                                                                                                                                                           Sherrie Combs         Jaclyn Hitchings
   Foundation                                     $500 – $999                               Arwen Lauen
                                                                                                                                                                                                 Hsiang-Li Ho
                                                                                                                                                                           Zach Conrad
The Rockefeller Foundation                        Raissa and James Allaire
                                                  Duane Cole and Joseph M. Powers
                                                                                            Michael Levy
                                                                                            Erica Maslanka
                                                                                                                             In-kind Support                               Ginger Conroy         Clara Hodge
                                                                                                                                                                                                 John Hodge
                                                                                                                                                                           Regina Cook-Glanton
$100,000 – $249,999                               Diane Dichter                             David May
                                                                                                                             Association House                             Florence Cox          Russell Holmgren
Bank of America Foundation                        Kathy and Mark Donahue                    Barbara and John Morrison
                                                                                                                             Bethel New Life Center                        Joyce Cox             Larsenia Horton
Citadel Group Foundation                          Gregory D. Fields                         Robert Murphy
                                                                                                                             Bloomington Housing Authority                 Rita Crim             Mike Hoskins
Families and Work Institute                       Steven E. and Susan Aiken Fortier         Esther and Steven Portnoy
                                                                                                                             Carver Community Center                       Teresa Cruz           George Huonker
Illinois Department of Children and               Philip Graff                              Janene and James Powers
                                                                                                                             Decatur Public Library                        Sandra Cuffee         A.S.M Huq
   Family Services                                Mary Ruth Herbers and Todd Dietterle      Rebecca Riha
                                                                                                                             Friendship House                              Eric Dailey           Gerard Inguagiato
The Joyce Foundation                              Kathleen and Neal Kulick                  Brian Rivera
                                                                                                                             Gail Borden Library                           Edith Dammeyer        Carl Jackson
U.S. Department of Treasury                       Marilyn Lillienfeld                       Melissa Spear
                                                                                                                             Graphix Products                              Monika David          James Jackson
                                                  Theresia and Robert McKenzie              Nancy Stern
                                                                                                                             Harold Washington College                     Benjamin Davidson     Merle Jackson
$50,000 – $99,999                                 Steven J. Morton                          Chidinma Rosemary Umesegha
                                                                                                                             Harvey Public Library District                Martha Davidson       Juan Jacome
Anonymous                                         Christine and David Murdoch               Julia Vaingurt
                                                                                                                             Heartland Community College                   Carshae Davis         Philippe Jean-Louis
The Chicago Community Trust                       Michael Olson                             David Varnerin
                                                                                                                             Holy Family Immigration Center                LaJune Davis          Frances Jenkins
JPMorgan Chase Foundation                         Timothy P. Shanahan                       Cynthia Wells
                                                                                                                             Homan Square Community Center                 Linda Davis           Cynthia Jensen
Polk Bros. Foundation                             Catherine St. Clair                       Judith Wemhoff
                                                                                                                             Howard Area Community Center                  George Dewey          Steve Jetton
                                                  SuAnn and Donald Tescher                  Jodie Winnett
                                                                                                                             Instituto del Progreso Latino                 Annette Dillard       Johnny Johnson
$25,000 – $49,999                                                                           Karen and James F. Young
                                                                                                                             Internal Revenue Service (IRS)                Stephanie Dock        Larry Johnson
Charter One Foundation                            $250 – $499
                                                                                                                             Land of Lincoln Legal Assistance Foundation   Kathleen Donahue      Anthony Jones
Citi                                              Sarah Abella and Jeff Ruby                Up to $100
                                                                                                                             Lincoln Land Community College                Jenna Doran           Carol Jones
Grand Victoria Foundation                         Meghan Andrews                            Ivonne Amaro
                                                                                                                             Man-Tra-Con Corp.                             Madeline Dort         Valerie Jones
Illinois Department of Revenue                    Anonymous                                 Anonymous
                                                                                                                             Martin Luther King Center                     Shelley Dravis        Nicole Jurek
Office of Lieutenant Governor Pat Quinn           Anonymous                                 Ray Boyer
                                                                                                                             McHenry Community College                     Melody Driver         Naveed Karim
The Richard H. Driehaus Foundation                Ann L. Becker                             Tyrone W. Burks
                                                                                                                             Mid-Central Community Action                  Janice Dudley         Anne Kasson
Steans Family Foundation                          Jacci Christopher                         David Earle
                                                                                                                             New Bethel Missionary Baptist Church          Margie Duff           Mel Katz
                                                  Sam Coady                                 Jacqueline Ellison
                                                                                                                             Normal Senior Center                          Mary Dyar             Elmer Kaufman
$10,000 – $24,999                                 Bridget Gainer                            Gerard P. Gangloff
                                                                                                                             North Side Community Federal Credit Union     Jim Eberwine          Michael Keeley
Alphawood Foundation                              Gina Guillemette                          AnnaMarie Garrett
                                                                                                                             Northwest Community Center                    Erik Espinosa         Sylvia Kellogg
The Community Tax Law Project                     Christina and Adam Hachikian              Cherie and John Hansen
                                                                                                                             Quad Communities Center for Working           Alejandro Espinoza    Carol Kelly
The Field Foundation of Illinois                  Suzanne and Daniel Kanter                 Janet and Harry Heifetz
                                                                                                                               Families                                    Sybil Fears           Yolunda Kelly
Intuit Financial Freedom Foundation               Julie Kimmel                              Joe Hinton
                                                                                                                             SalesForce                                    Greg Fears Jr.        Dorothy Kemper
Kraft Foods                                       Susan B. and Martin J. Kozak              Russell Holmgren
                                                                                                                             Southwestern Illinois WorkNet Center          Andy Fergurson        Gerald Kerns
Lawyers Trust Fund of Illinois                    Meredith Mack                             Eliot Klein
                                                                                                                             St. Nicholas of Tolentine School              Kirstyn Fields        Igor Kholodenko
Local Initiatives Support Corporation – Chicago   Jeannette Mihalek                         Faye and Steven Krasner
                                                                                                                             St. Sabina Employment Resource Center         Steven Fife           Billie Killam
National Fund for Enterprise Development          Agnes and David Murdoch                   Mary Elle Limato
                                                                                                                             St. Francis de Sales High School              Kerry Fitch           Brenda Kirkpatrick
State Farm Companies Foundation                   Dan Nielsen                               Timothy J. Loughran
                                                                                                                             Teaming 4 Technology Chicago                  Brian Flynn           Kathryn Kohles
Washington Mutual Bank                            Diane J. Rasmussen                        Winnie Luk
                                                                                                                             Truman College                                Brian Folkers         Kim Kopetsky
                                                  Katie and Brian Scullion                  Stephanie Lyon
                                                                                                                             University of St. Francis                     Bill Forney           Stanley Koziol
$5,000 – $9,999                                   Art Sindlinger                            Dara and Washington Malone
                                                                                                                             Waubonsee Community College                   Brett Fox             John Kozlowski
The Chicago Bar Foundation                                                                  Thomas Matias
                                                                                                                                                                           Emmanuel Gahoua       Theodore Krakowski
Anne Murdoch and Michael Walker                   $100 – $249                               J. Lynn and Michael P. McMahan
                                                                                                                                                                           Oscar Galvez          Faye Krasner
                                                  Susan Abraham                             Edeltraut Mucha
Jacob G. Schmidlapp Trusts, Fifth Third Bank,
Trustee                                           Anonymous                                 O.S. Owen and Maria Jossey       Volunteers                                    Frank Gant
                                                                                                                                                                           Mildred Garcia
                                                                                                                                                                                                 Steven Krasner
                                                                                                                                                                                                 Tom Krause
TCF Bank                                          Lori Azim and Joel Berg                   Angela Perkins                   Contributed 36 hours or more
                                                                                                                                                                           Emile Garneau         Kathleen Kulick
U.S. Bancorp Foundation                           Richard Babcock                           Daniel Pettit
                                                                                                                                                                           Delores Garrett       Hyacynthia Lanier
                                                  Joseph Patrick Barrett                    Constance and Steven Pocock      Jennifer Aaron
                                                                                                                                                                           Aileen Geffs          Heidi Lau
$2,500 – $4,999                                   Sarah Brotherton                          Catherine Ro                     Danielle Aeschbacher
                                                                                                                                                                           Wanda Gentry          Ed Leidecker
National Disability Institute                     Matt Carlson                              Anthony Rothert                  Charles Ahlenius
                                                                                                                                                                           Mary Geoghegan        Gerardo Leon
Discover Financial Services                       Robert Castaneda                          Maureen and John Savage          Bruce Aiello
                                                                                                                                                                           Joseph Gerharz        Cindi Lexow
                                                  Milorad Cupic                             Erika Schafer and David Sacks    Denise Almaraz
                                                                                                                                                                           Christy Geving        Linda Little
$1,000 – $2,499                                   Arnold Davis                              Sarah Spear                      Mauro Amoroso
                                                                                                                                                                           Mary Gharrity         Ed Livingston
Anonymous                                         Katherine Davis                           Heather Tammelleo                Jeff Anderson
                                                                                                                                                                           Bill Gibbs            Jessica Lopez
Robert Davis                                      Philip Dunn                               Kenneth Towers                   Jose Anguiano
                                                                                                                                                                           Ewelina Giera         Carole Macias
IBM Foundation                                    Phyllis and David Eig                     BarBaretta West                  Patricia Arias
                                                                                                                                                                           Gay Michele Glenn     Rose Marie Mack
Kirkland  Ellis Foundation                       Michael Evangelist and Kathryn Thornton                                    Sarah Atkinson
                                                                                                                                                                           Michael Glennon       Richard Madinger
Dr. Nicol Lee and Rev. Keith Russell Lee          Teri Ford and Kevin Quintin                                                Maria Luisa Aviles
                                                                                                                                                                           Margaret Glynn        Dan Malone
                                                                                                                             Richard Bail
                                                                                                                                                                           Della Gray            Leslie Malz
                                                                                                                             Charles Baird
                                                                                                                                                                           Dorothy Gray          Emmanuel Mandujano
                                                                                                                             Chris Baird
                                                                                                                                                                           Beverly Green         Jeffrey Marinier
                                                                                                                             Maria Barrera
                                                                                                                                                                           Saundra Green         Shirley Marrs
                                                                                                                             Bill Bartley
                                                                                                                                                                           Diane Gregart         Danielle Martin
                                                                                                                             Denise Bauch
                                                                                                                                                                           Myrna Guadarrama      Debra Martin
                                                                                                                             Elbie Baughman
     Plan Your Legacy                                                                                                        Glennetta Bell
                                                                                                                             Stephen Berenson
                                                                                                                                                                           LaTwanda Guyton
                                                                                                                                                                           Catherine Haener
                                                                                                                                                                                                 Luis Martinez
                                                                                                                                                                                                 Susana Martinez
                                                                                                                                                                           Audrey Hagenow        Michael Marvin
     We are delighted to announce that we received our very first planned gift in 2008! A long-time supporter                Jim Bertolet
                                                                                                                                                                           Brian Hain            Frederick Mason
                                                                                                                             Antonino Bondi
     and volunteer of the Center is leaving a legacy in the form of a planned gift. Although immediate cash gifts                                                          Sharon Haji Mkanga    David Mattingly
                                                                                                                             Leticia Bonsu
     are essential to keeping our programs running, this gift will help us anticipate and plan for future program                                                          Josephine Hall        Susan McCartney
                                                                                                                             Ramona Boston
                                                                                                                                                                           Dick Halverson        Candace McCarty
     growth. This type of planning is necessary to ensure the continuity in the services we are able to provide              Jean Bracken
                                                                                                                                                                           Pat Halverson         Kevin McGee
                                                                                                                             Paul Brinkman
     to hard-working, low-income families in Illinois. For information about planned gifts, call (312) 630-0277.                                                           Shawne Hammonds       Lynn McMahan
                                                                                                                             Michelle Brooks
                                                                                                                                                                           Donald Hanigan        Keva McNeal
                                                                                                                             Sarah Brotherton
18




                                                                                                                 Ten ways you can
Pamela McNichols           Tammy Stewart-Young                   Austan Goolsbee
Charles McPhail            Scarlet Stith                         Ed Jacob
Mariaelena Menjivar-Diaz   Denise Story                          Anne Ladky
Matthew Mikkelsen          Shiloh Strouse                        Norma Lauder
Adam Miller                Michelle Summers                      Marilyn Lillienfeld
Gerlanda Miller            Larry Tacker                          Annika Little
Sarita Molina              Guy Talla                             Paul Lopez




                                                                                                                      make life less taxing
Richard Morris             Irene Tan                             Bob McKenzie
Robert Murphy              Cindy Tarpo                           Val McWilliams
June Murray                Mary Tavares                          Evan Migdail
Steve Neumann              Korey Taylor                          Mike O’Connor
Harry Nevlin               Jim Tezak                             The Honorable Stephanie Neely
JoAnne Nudelman            Lisu Thachet                          Carlos Nelson




                                                                                                                   for working families
Mary Henry Nwabueze        Charles Thoma                         Jennifer Phillips
Zvonko Olear               Judy Thomas                           Juan Salgado
David Olson                Jane Thompson                         Whitney Smith
Jorge Ovalle               Robin Thompson                        Bernie Wilson
Bing Owens                 Elvia Torres                          Jodie Winnett
Larry Owens                Chamala Travis
Janet Paddock              Lilia Trejo                           Staff
Debra Palmquist            Tracy Trello                          David Marzahl, Executive Director
Sindi Palomino             Carol Tuck                            Raissa Allaire
Leann Papineau             Dylan Tuttle                          Nicole Camboni
Yesenia Paredes            Graziella Umlauf                      Joanne Capparelli
Dharmendra Patel           Monica Urban                          Duane Cole
Ronnie Patterson
Stephen Paul
                           Nishar Vahora
                           Brad Van Thorre
                                                                 Jackie Lynn Coleman
                                                                 Jacci Christopher
                                                                                                                 1. Review your own budget                    6. Teach others
Sage Paulin                Brad Vandermoon                       Barbara DelBene
David Payne                David Varnerin                        Michael Evangelist
                                                                                                                 Taking a look at your own finances can       Start a discussion about money with
Maria S. Perez             Jim Waddell                           Kamilah Exum
Elizabeth Pichardo         Bobbie Wadsworth                      Greg Fields
                                                                                                                 give you a new appreciation for the          your family. Talk about your financial
Betty Pilchard
Rachelle Plante
                           Jennifer Wagner
                           Gene Waid
                                                                 April Friend
                                                                 Larry Garner
                                                                                                                 struggles working families face today.       goals and make a plan to achieve them.
Donna Prince               Vince Waller                          Christopher Gorman
Barry Pritchard            Huamin Wang                           Michael Green
Elizabeth Pritchard
Zephree Pugh
                           Kay Wannamaker
                           Clara Ward
                                                                 Mary Ruth Herbers
                                                                 Joe Hinton
                                                                                                                 2. Volunteer                                 7. Team up
Thomas Pulver
Dan Rachke
                           DeAngela Washington
                           Ralph Weiland
                                                                 Eliot Klein
                                                                 Erica Maslanka
                                                                                                                 Join a cause you believe in and impact       Talk to your friends about financial
Max Ramos                  Kwanrak Weraarchakul                  Jeannette Mihalek                               your community. Check out the                equality. Tell them why you care—and
Roger Randolph             Logan West                            Lucy Mullany
Jean Rathgeb               Dan Wexler                            Jonathan Njus                                   Center’s volunteer opportunities at          why they should, too.
Andre Reed                 Mary White                            Ray Olszewski
Betty Reid-Williams        Jean Wiggins                          O.S. Owen
Vincent Reinhardt          Catherine Wilcoxson                   Rolando Palacios
                                                                                                                  www.economicprogress.org
Roxanne Reyes
Ernestine Ridgnal
                           Lynn Williams
                           Mark Williams
                                                                 Angela Perkins
                                                                 Sara Reschly
                                                                                                                                                              8. Network
Andy Roberson
Dave Rock
                           Minnie Williams
                           Roland Wright
                                                                 Reginald Riddle
                                                                 Rebecca Riha
                                                                                                                 3. Donate                                    Check out the Center’s Facebook cause at
Artemio Rodriguez          Rony Youkhana                         Brian Rivera
George Roeper              Martin Zeidman                        Catherine Ro
                                                                                                                 Support organizations that help               www.causes.com/economicprogress
Sarai Roman-Mattila        Hanbin Zhou                           Sonia Salazar Del Real
Joe Rose                                                         Carmen Sanchez
                                                                                                                 families get ahead. Donations to 501(c)(3)   to meet others who share your views.
David Rosenbloom                                                 Erika Schafer
                                                                                                                 nonprofits like the Center are tax
Victoria Ruppert
                           Our Organization                      Melissa Spear
Brittanie Russell                                                Catherine St. Clair                             deductible, too!                             9. Call your legislator
Rod Ryner                  Board of Directors                    Scott Kane Stukel
Neil Sallee                Executive Committee                   Cheryl Travers
Donna Samuels              Nicol Turner- Lee, Ph.D., President   Jose Valdez                                                                                  Let them know your feelings about
Sarah Sandusky
Ronald Sanko
                           Anne Murdoch, Vice President          Don Wedd
                                                                 M.C. Williams
                                                                                                                 4. Vote                                      predatory lending and that you want
                           Dan Nielsen, Secretary
Maureen Savage
Raymond Schollenbruch
                           Hilda Renteria, CPA, Treasurer                                                        It’s the surest way to make your             every family to have an equal
Mary Scholten              Members                                                                               thoughts heard.                              opportunity to get ahead.
Art Schueneman             Bob Castaneda
Guadalupe Segura           Bridget Gainer
Norma Shaffer                                                    Annual Report 2008
                           Gina Guillemette
Laura Shansey
Monica Sheppard
                           Christina Hachikian
                                                                 This publication was produced by the Center’s
                                                                 Marketing  Development Department.
                                                                                                                 5. Be choosy                                 10. Use the tools you’ve got
                           Jerry Jones
Philip Shrake              Kimbriell Kelly
                                                                 Editor David Marzahl
                                                                                                                 Why spend your hard-earned money             Nowadays it’s easier than ever to support
John Shum Jr.              Brendan Lynch
Iftikhar Siddiqui          Nicole Martinez
                                                                 Project Manager Raissa Allaire
                                                                                                                 at businesses that don’t pay a living        causes you care about. Try using
Richard Silverman          Michelle Ringold
Laura Simms                Robert Rudolph                                                                        wage? Look online before you shop!           GoodSearch when searching online—
Verneta Simon                                                    Principal Writer Melissa Spear
                           Tim Shanahan
Henry Sinclair
Carol Sissac
                           Daniel Sprehe
                                                                 Additional Data                                                                              they’ll make a donation to our cause
                           David Stott
                                                                 Nicole Camboni
Harold Smith
Inez Smith
                           Harlan Teller
                                                                 Eliot Klein
                                                                                                                                                              every time you use it!
                           Jennifer Tescher
Jennifer Smith                                                   Erica Maslanka
                           Thomas Wuellner, Ex Officio
Kelly Smith                                                      Jeannette Mihalek
Petrinella Sowell                                                Angela Perkins
                           Policy Advisory Committee
Vicki Spiller              Lily Batchelder
Steve Stahl                                                      Design Karen Gibson
                           Alan Berube
Annissa Stanley            Gregg Brown
Mollie Starke                                                    Photography Images on pages 6,8,9
                           Malcolm Bush
Anita Stenzel                                                    © 2009 Eric Young Smith/SmittyImage
                           Karen Chan
George Sterling            Michael Frias
John Stevens                                                     Copyright © 2009
                           Bridget Gainer
Donald Stewart                                                   Center for Economic Progress
                           Jerry Goldstein
CENTE R F O R

EconomicProgress
Working Solutions for Working Families


www.economicprogress.org
29 East Madison, Suite 900
Chicago, Illinois 60602
(312) 252-0280

Más contenido relacionado

La actualidad más candente

May 2010 - Inflation: Red light on
May 2010 - Inflation: Red light onMay 2010 - Inflation: Red light on
May 2010 - Inflation: Red light onFGV Brazil
 
Or advocate college - 042811
Or   advocate college - 042811Or   advocate college - 042811
Or advocate college - 042811ktedlin
 
Tackling tax and_saving_lives1
Tackling tax and_saving_lives1Tackling tax and_saving_lives1
Tackling tax and_saving_lives1Dr Lendy Spires
 
HBW Presentation 2010
HBW Presentation 2010HBW Presentation 2010
HBW Presentation 2010vandrade30
 
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...Cutler Consulting Inc.
 
Hollymead Capital, LLC RFEC Case Study
Hollymead Capital, LLC RFEC Case StudyHollymead Capital, LLC RFEC Case Study
Hollymead Capital, LLC RFEC Case Studysamrose
 
8.1 notes
8.1 notes8.1 notes
8.1 notesberemga
 
Living Debt Free and Truly Wealthy By Bill Constain
Living Debt Free and Truly Wealthy By Bill ConstainLiving Debt Free and Truly Wealthy By Bill Constain
Living Debt Free and Truly Wealthy By Bill ConstainBill Constain
 
Is govt investment productive for stud exam
Is govt investment productive for stud examIs govt investment productive for stud exam
Is govt investment productive for stud examAdam Jones
 
Rise of the Millennials
Rise of the Millennials Rise of the Millennials
Rise of the Millennials Sarah A
 
Investment Solutions Spring 2010
Investment Solutions Spring 2010Investment Solutions Spring 2010
Investment Solutions Spring 2010Duncan Middlemass
 

La actualidad más candente (17)

May 2010 - Inflation: Red light on
May 2010 - Inflation: Red light onMay 2010 - Inflation: Red light on
May 2010 - Inflation: Red light on
 
Or advocate college - 042811
Or   advocate college - 042811Or   advocate college - 042811
Or advocate college - 042811
 
Tackling tax and_saving_lives1
Tackling tax and_saving_lives1Tackling tax and_saving_lives1
Tackling tax and_saving_lives1
 
HBW Presentation 2010
HBW Presentation 2010HBW Presentation 2010
HBW Presentation 2010
 
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...
The Economic Crisis and Recovery - The Economy and Mortgage Markets 2010 and ...
 
Is policy making measuring up? Rethinking how we measure the success of a nation
Is policy making measuring up? Rethinking how we measure the success of a nationIs policy making measuring up? Rethinking how we measure the success of a nation
Is policy making measuring up? Rethinking how we measure the success of a nation
 
Hollymead Capital, LLC RFEC Case Study
Hollymead Capital, LLC RFEC Case StudyHollymead Capital, LLC RFEC Case Study
Hollymead Capital, LLC RFEC Case Study
 
Financial Reality
Financial RealityFinancial Reality
Financial Reality
 
8.1 notes
8.1 notes8.1 notes
8.1 notes
 
Living Debt Free and Truly Wealthy By Bill Constain
Living Debt Free and Truly Wealthy By Bill ConstainLiving Debt Free and Truly Wealthy By Bill Constain
Living Debt Free and Truly Wealthy By Bill Constain
 
The Alliance Presentation
The Alliance PresentationThe Alliance Presentation
The Alliance Presentation
 
How Money Works
How Money WorksHow Money Works
How Money Works
 
Is govt investment productive for stud exam
Is govt investment productive for stud examIs govt investment productive for stud exam
Is govt investment productive for stud exam
 
Rise of the Millennials
Rise of the Millennials Rise of the Millennials
Rise of the Millennials
 
Inheritance Tax & Estate Preservation
Inheritance Tax & Estate PreservationInheritance Tax & Estate Preservation
Inheritance Tax & Estate Preservation
 
Investment Solutions Spring 2010
Investment Solutions Spring 2010Investment Solutions Spring 2010
Investment Solutions Spring 2010
 
Six Steps Gatefold
Six Steps GatefoldSix Steps Gatefold
Six Steps Gatefold
 

Similar a 2008 Annual Report For Center For Economic Progress

Capital Plus Finance Social Impact Learning 2019
Capital Plus Finance Social Impact Learning 2019Capital Plus Finance Social Impact Learning 2019
Capital Plus Finance Social Impact Learning 2019SoPact
 
Dillard Tracy - Destination Economy
Dillard Tracy - Destination EconomyDillard Tracy - Destination Economy
Dillard Tracy - Destination EconomyDillardTracy
 
PM’s Speech at FICCI-AGM
PM’s Speech at FICCI-AGMPM’s Speech at FICCI-AGM
PM’s Speech at FICCI-AGMAnkur Pandey
 
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...The Heritage Foundation
 
Role Of Politics In Macroeconomics
Role Of Politics In MacroeconomicsRole Of Politics In Macroeconomics
Role Of Politics In MacroeconomicsSandra Arveseth
 
JLP MANIFESTO 2016
JLP MANIFESTO 2016 JLP MANIFESTO 2016
JLP MANIFESTO 2016 Audley Shaw
 
A Report Of Post Wwii Development Of Kenya
A Report Of Post Wwii Development Of KenyaA Report Of Post Wwii Development Of Kenya
A Report Of Post Wwii Development Of KenyaStacey Wilson
 
Update on the New Normal 2
Update on the New Normal 2Update on the New Normal 2
Update on the New Normal 2Dan Hassey
 
Update on the New Normal 2
Update on the New Normal 2Update on the New Normal 2
Update on the New Normal 2Dan Hassey
 
Financial Planning Through Retirement
Financial Planning Through RetirementFinancial Planning Through Retirement
Financial Planning Through RetirementSarah Luheshi
 
Human Capital Accumulation And Reducing Inequality
Human Capital Accumulation And Reducing InequalityHuman Capital Accumulation And Reducing Inequality
Human Capital Accumulation And Reducing InequalityAngela Washington
 
The Global Economic Crisis Of The Middle Of 2007 And...
The Global Economic Crisis Of The Middle Of 2007 And...The Global Economic Crisis Of The Middle Of 2007 And...
The Global Economic Crisis Of The Middle Of 2007 And...Pamela Williams
 
Inclusive GROWTH.co.za
Inclusive GROWTH.co.zaInclusive GROWTH.co.za
Inclusive GROWTH.co.zaIQbusiness
 
The President's Plan for Economic Growth and Deficit Reduction
The President's Plan for Economic Growth and Deficit ReductionThe President's Plan for Economic Growth and Deficit Reduction
The President's Plan for Economic Growth and Deficit ReductionObama White House
 
The Effect Of Legalizing Prostitution On The Economy
The Effect Of Legalizing Prostitution On The EconomyThe Effect Of Legalizing Prostitution On The Economy
The Effect Of Legalizing Prostitution On The EconomyTiffany Castro
 

Similar a 2008 Annual Report For Center For Economic Progress (20)

CAAB_AR08_finalweb
CAAB_AR08_finalwebCAAB_AR08_finalweb
CAAB_AR08_finalweb
 
Capital Plus Finance Social Impact Learning 2019
Capital Plus Finance Social Impact Learning 2019Capital Plus Finance Social Impact Learning 2019
Capital Plus Finance Social Impact Learning 2019
 
Dillard Tracy - Destination Economy
Dillard Tracy - Destination EconomyDillard Tracy - Destination Economy
Dillard Tracy - Destination Economy
 
PM’s Speech at FICCI-AGM
PM’s Speech at FICCI-AGMPM’s Speech at FICCI-AGM
PM’s Speech at FICCI-AGM
 
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...
Saving the American Dream: The Heritage Plan to Fix the Debt, Cut Spending, a...
 
Role Of Politics In Macroeconomics
Role Of Politics In MacroeconomicsRole Of Politics In Macroeconomics
Role Of Politics In Macroeconomics
 
Opening remarks by Peter G. Peterson
Opening remarks by Peter G. PetersonOpening remarks by Peter G. Peterson
Opening remarks by Peter G. Peterson
 
JLP MANIFESTO 2016
JLP MANIFESTO 2016 JLP MANIFESTO 2016
JLP MANIFESTO 2016
 
A Report Of Post Wwii Development Of Kenya
A Report Of Post Wwii Development Of KenyaA Report Of Post Wwii Development Of Kenya
A Report Of Post Wwii Development Of Kenya
 
Update on the New Normal 2
Update on the New Normal 2Update on the New Normal 2
Update on the New Normal 2
 
Update on the New Normal 2
Update on the New Normal 2Update on the New Normal 2
Update on the New Normal 2
 
It's Only Money
It's Only MoneyIt's Only Money
It's Only Money
 
Financial Planning Through Retirement
Financial Planning Through RetirementFinancial Planning Through Retirement
Financial Planning Through Retirement
 
Human Capital Accumulation And Reducing Inequality
Human Capital Accumulation And Reducing InequalityHuman Capital Accumulation And Reducing Inequality
Human Capital Accumulation And Reducing Inequality
 
The Global Economic Crisis Of The Middle Of 2007 And...
The Global Economic Crisis Of The Middle Of 2007 And...The Global Economic Crisis Of The Middle Of 2007 And...
The Global Economic Crisis Of The Middle Of 2007 And...
 
Inclusive GROWTH.co.za
Inclusive GROWTH.co.zaInclusive GROWTH.co.za
Inclusive GROWTH.co.za
 
New World
New WorldNew World
New World
 
Global Financial Crisis
Global Financial CrisisGlobal Financial Crisis
Global Financial Crisis
 
The President's Plan for Economic Growth and Deficit Reduction
The President's Plan for Economic Growth and Deficit ReductionThe President's Plan for Economic Growth and Deficit Reduction
The President's Plan for Economic Growth and Deficit Reduction
 
The Effect Of Legalizing Prostitution On The Economy
The Effect Of Legalizing Prostitution On The EconomyThe Effect Of Legalizing Prostitution On The Economy
The Effect Of Legalizing Prostitution On The Economy
 

2008 Annual Report For Center For Economic Progress

  • 1. RE imagine Center for Economic Progress 2008 Annual Report
  • 2. reth inking crisis Dark times face us. The current economic crisis is subjecting many Americans to insecurity and poverty. Anxiety and worry have become an everyday part of the lives of working families — especially those with limited incomes. But just as the Great Depression provided a backdrop for enormous change, this crisis, too, offers a historic opportunity for transformation— to reflect on and rethink the way we do things. To question our assumptions. To reimagine our work. To address the challenge before us. What’s needed is nothing short of bold and sweeping change— on Capitol Hill, at the kitchen table and in our tax and financial systems. We need solutions, not band-aids, that can help all Americans provide for their families and succeed in our 21st century economy. Smart public policies will be important, but the government can’t change this situation alone. It’s up to all of us to roll up our sleeves, take a sobering look at what we can do and get our hands dirty. America is still the land of opportunity— even in these tough times— but we must decide. . What changes are needed to improve current conditions for all? These are historic financial times— what is our part in the story?
  • 3. 4 Remaking CEP Starting in 2008, we began to rethink how we could best share our passion and commitment to making financial security a reality for all Americans. Our new identity represents how we will work to achieve greater impact and inspire others to join our cause. We are expanding our financial services Operating the largest and most established free tax preparation program in Chicago and Illinois, we connect families to free, year-round financial services that help them make economic progress. O ne-on-one financial coaching B enefits screenings at the workplace F inancial aid assistance for low-income and first-generation students We are local in service, national in voice What we learn on the ground, we translate into best practices in the field and workable policy solutions at the federal and state levels. We find the solutions that work. Retelling our story Our vision We envision an America of shared prosperity, where all working families can access the financial opportunities they need to succeed. Our mission We help hard-working, low-income families move from financial uncertainty to financial security. Our tagline Working Solutions for Working Families How we achieve our mission We provide trusted tax and financial counseling, giving Illinois families the tools to make sound choices. W e lead a national coalition of organizations that promote economic progress for low-wage workers and their families. W e advance policies and practices to create a financial system that works for all.
  • 4. Center for Economic Progress : Annual Report 2008 7 to basics back payments Pay the rent, pay the bills, take the kids to a movie—most paychecks don’t go much further than that anymore. In good times, it felt like they didn’t have to— we had enough to squeak by, and then some. But the American Dream can’t be built on a mountain of debt and people can’t get ahead when, at the end of every month, they’re falling behind. Within this economic crisis and this spiraling culture of debt, though, lies an opportunity for debate, reflection and action. We all have a chance to rethink financial security in ways that weren’t possible before. At the Center, our new financial services department pushes us in that direction. Maurice highlights the potential impact our financial services can make. A father of three, Maurice learned about our services through our workplace program. He met with one of our counselors who helped him apply for benefits to cover heating bills, review his credit report and devise a budget and debt repayment plan. Rather than dig deeper into debt, Maurice learned about the fundamentals needed to start moving forward. After all, you can’t get ahead if you don’t know how. rede fining security
  • 5. 8 Center for Economic Progress : Annual Report 2008 9 my may day Taxes are at the core of American life—the cost of our democracy. Each year, The average family we serve receives $1,700 back at tax time—likely the largest we pay them with a collective sigh, eager to forget the matter until next year. lump sum they’ll see all year and their best opportunity to start getting But where many see a burden, we see an opportunity to usher in a new era ahead. Last year alone, 1,000 opened bank accounts right at our tax sites and in the American economy—one where Americans save and invest. more than 350 purchased savings bonds, giving them a path out of the cycle of debt and moving them towards solid financial ground. More than at any other time, tax time is “the time” for an annual financial check-up. See where you’re at, set goals, make a plan and use the tax refund $45 million back into the pockets of nearly 32,000 as a down payment on the future. families, Saving $5 million in tax preparation fees reworking tax time
  • 6. 10 progress more need If the economy taught us anything in 2008, it’s this—more isn’t always better. More debt, more risks, more financial challenges—enough is enough. In these lean times, we must rethink what it means to have more—we must reach out to others and define success together. By bringing together committed and diverse groups of community leaders and experts in the tax preparation field, the Center is taking its on-the-ground experience to the next level and making an impact nationwide. Our regional summits held in Tennessee and Arizona, attended by hundreds, served as a catalyst for local leaders to work together to achieve more. For example, our Memphis summit, acted as a springboard for groups across Florida to create a first-ever state action plan that launched the Florida Financial Partnership—addressing the everyday financial needs of families all across that state. Through our national work, we promote best practices and encourage collaboration to shape and grow the tax and financial services field. Together, we can do more. revitalizing the field
  • 7. Center for Economic Progress : Annual Report 2008 13 families moving agendas forward Perhaps not since the Great Depression have we all been faced with such a perfect storm of market failures, broken systems and bad policies. These are big problems that must be met with equally great resolve. In these historic times, we must be prepared not just to think big, but to act big. Through the Center’s national arm, the National Community Tax Coalition, we work to build an economy that works for all Americans. Representing more than 700 organizations nationwide, the Coalition serves one million low-income working families during tax time and recruits tens of thousands of volunteers each year. In 2008, we activated our national network to successfully make the Child Tax Credit available to very low-income families. Passed in October 2008, the legislation benefited parents of 13 million children. That same year, with our energized network of activists, we began building a strong grassroots movement on important issues related to financial security and consumer protection. E-mail alerts and online trainings tell our members exactly how to take action on key issues. We bring the needs of low-income families to the table of policymakers, all while building our growing group of activists who are committed to tax fairness mmitting and advancing financial security for all families. reco to change
  • 8. Center for Economic Progress : Annual Report 2008 15 our pocketbook reimagining Income Foundations, Government: Donated Services, Corporations $1,296,851 Materials Today, everywhere you look it seems there’s a heavy heart. Individuals: $3,252,636 21% Facilities: $1,307,959 The sting of tough times is fresh and everyone has had to forego 52% 21% something. Contractual Services Interest Other Income: Fees: $17,253 Total Income: $6,197,955 $323,256 1% 5% Here at the Center, though, we believe that success comes only with sacrifice. Despite the hardships we face today, we cannot forego the incredible opportunity we have now to create a better tomorrow. Perhaps once in a generation, we have Expenses a chance to redefine, rework and reimagine— to remake an America in which we all have a real opportunity to succeed. Now is our chance. Focusing on the pocketbook issues of working families, we at Local Programs (Tax and Financial Fundraising: $442,064 the Center, are committed to keeping our eye on the future, Services): $3,517,265 8% 60% rolling up our sleeves and getting this work done, even as we Management General: all walk on shaky ground. $691,500 12% Total Expenses: $5,864,329 National Programs (Coalition, Technical Assistance and Advocacy): $1,213,500 20%
  • 9. 16 Center for Economic Progress : Annual Report 2008 17 Our Movers Shakers Matching Gifts Stephanie Brown Dale Brutlag Caroline Harney Ellen Harper-Ham Every contribution matters. We would like to thank our community of supporters, who help us get the Adams Street Partners LLC Zenobia Buckley Val Harris Ninette Bush Robineisha Haynes work done and are committed to reimagining a better future for working families. Aon Foundation Gary Bushnell Pam Hays Baxter International Foundation Alva Butenaite Barbara Heffernan BP Foundation Kenya Butts Curtis Helwig Citizens Charitable Foundation Donors David Marzahl and Anne Reusche MB Financial Charitable Foundation Bonnie and Emile Garneau Wendy and Jerry Goldstein CME Foundation JPMorgan Chase Foundation Betty Carmon Vera Carpenter Bland Henderson Sharon Hermes Joann Cecil Cheryl Hernandez $250,000 + Hilda Renteria Amy Gould Kraft Foods Henry Champen Gloria Herrera The Annie E. Casey Foundation Mary and Robert Reusche Pam and Bryan Gruley The John D. and Catherine T. MacArthur Gina Chang William Hersh Citi Foundation Robert M. Rudolph Nancy and Donald Hanigan Foundation Shelly Christensen Fred Hicks City of Chicago Seyfarth Shaw LLP Nancy Caroline Harney Morgan Stanley Keylia Clayton Jackie Hilgendorf Illinois Department of Human Services Sun Traders LLC Heather Henneman Northern Trust Mitchell Climons David Hill W. K. Kellogg Foundation Jennifer Tescher and Jonathan Eig Karen Kalichman State Farm Companies Foundation Yvonne Clogston Yuki Hirao The John D. and Catherine T. MacArthur Elizabeth and Stephen Krupkin Sherrie Combs Jaclyn Hitchings Foundation $500 – $999 Arwen Lauen Hsiang-Li Ho Zach Conrad The Rockefeller Foundation Raissa and James Allaire Duane Cole and Joseph M. Powers Michael Levy Erica Maslanka In-kind Support Ginger Conroy Clara Hodge John Hodge Regina Cook-Glanton $100,000 – $249,999 Diane Dichter David May Association House Florence Cox Russell Holmgren Bank of America Foundation Kathy and Mark Donahue Barbara and John Morrison Bethel New Life Center Joyce Cox Larsenia Horton Citadel Group Foundation Gregory D. Fields Robert Murphy Bloomington Housing Authority Rita Crim Mike Hoskins Families and Work Institute Steven E. and Susan Aiken Fortier Esther and Steven Portnoy Carver Community Center Teresa Cruz George Huonker Illinois Department of Children and Philip Graff Janene and James Powers Decatur Public Library Sandra Cuffee A.S.M Huq Family Services Mary Ruth Herbers and Todd Dietterle Rebecca Riha Friendship House Eric Dailey Gerard Inguagiato The Joyce Foundation Kathleen and Neal Kulick Brian Rivera Gail Borden Library Edith Dammeyer Carl Jackson U.S. Department of Treasury Marilyn Lillienfeld Melissa Spear Graphix Products Monika David James Jackson Theresia and Robert McKenzie Nancy Stern Harold Washington College Benjamin Davidson Merle Jackson $50,000 – $99,999 Steven J. Morton Chidinma Rosemary Umesegha Harvey Public Library District Martha Davidson Juan Jacome Anonymous Christine and David Murdoch Julia Vaingurt Heartland Community College Carshae Davis Philippe Jean-Louis The Chicago Community Trust Michael Olson David Varnerin Holy Family Immigration Center LaJune Davis Frances Jenkins JPMorgan Chase Foundation Timothy P. Shanahan Cynthia Wells Homan Square Community Center Linda Davis Cynthia Jensen Polk Bros. Foundation Catherine St. Clair Judith Wemhoff Howard Area Community Center George Dewey Steve Jetton SuAnn and Donald Tescher Jodie Winnett Instituto del Progreso Latino Annette Dillard Johnny Johnson $25,000 – $49,999 Karen and James F. Young Internal Revenue Service (IRS) Stephanie Dock Larry Johnson Charter One Foundation $250 – $499 Land of Lincoln Legal Assistance Foundation Kathleen Donahue Anthony Jones Citi Sarah Abella and Jeff Ruby Up to $100 Lincoln Land Community College Jenna Doran Carol Jones Grand Victoria Foundation Meghan Andrews Ivonne Amaro Man-Tra-Con Corp. Madeline Dort Valerie Jones Illinois Department of Revenue Anonymous Anonymous Martin Luther King Center Shelley Dravis Nicole Jurek Office of Lieutenant Governor Pat Quinn Anonymous Ray Boyer McHenry Community College Melody Driver Naveed Karim The Richard H. Driehaus Foundation Ann L. Becker Tyrone W. Burks Mid-Central Community Action Janice Dudley Anne Kasson Steans Family Foundation Jacci Christopher David Earle New Bethel Missionary Baptist Church Margie Duff Mel Katz Sam Coady Jacqueline Ellison Normal Senior Center Mary Dyar Elmer Kaufman $10,000 – $24,999 Bridget Gainer Gerard P. Gangloff North Side Community Federal Credit Union Jim Eberwine Michael Keeley Alphawood Foundation Gina Guillemette AnnaMarie Garrett Northwest Community Center Erik Espinosa Sylvia Kellogg The Community Tax Law Project Christina and Adam Hachikian Cherie and John Hansen Quad Communities Center for Working Alejandro Espinoza Carol Kelly The Field Foundation of Illinois Suzanne and Daniel Kanter Janet and Harry Heifetz Families Sybil Fears Yolunda Kelly Intuit Financial Freedom Foundation Julie Kimmel Joe Hinton SalesForce Greg Fears Jr. Dorothy Kemper Kraft Foods Susan B. and Martin J. Kozak Russell Holmgren Southwestern Illinois WorkNet Center Andy Fergurson Gerald Kerns Lawyers Trust Fund of Illinois Meredith Mack Eliot Klein St. Nicholas of Tolentine School Kirstyn Fields Igor Kholodenko Local Initiatives Support Corporation – Chicago Jeannette Mihalek Faye and Steven Krasner St. Sabina Employment Resource Center Steven Fife Billie Killam National Fund for Enterprise Development Agnes and David Murdoch Mary Elle Limato St. Francis de Sales High School Kerry Fitch Brenda Kirkpatrick State Farm Companies Foundation Dan Nielsen Timothy J. Loughran Teaming 4 Technology Chicago Brian Flynn Kathryn Kohles Washington Mutual Bank Diane J. Rasmussen Winnie Luk Truman College Brian Folkers Kim Kopetsky Katie and Brian Scullion Stephanie Lyon University of St. Francis Bill Forney Stanley Koziol $5,000 – $9,999 Art Sindlinger Dara and Washington Malone Waubonsee Community College Brett Fox John Kozlowski The Chicago Bar Foundation Thomas Matias Emmanuel Gahoua Theodore Krakowski Anne Murdoch and Michael Walker $100 – $249 J. Lynn and Michael P. McMahan Oscar Galvez Faye Krasner Susan Abraham Edeltraut Mucha Jacob G. Schmidlapp Trusts, Fifth Third Bank, Trustee Anonymous O.S. Owen and Maria Jossey Volunteers Frank Gant Mildred Garcia Steven Krasner Tom Krause TCF Bank Lori Azim and Joel Berg Angela Perkins Contributed 36 hours or more Emile Garneau Kathleen Kulick U.S. Bancorp Foundation Richard Babcock Daniel Pettit Delores Garrett Hyacynthia Lanier Joseph Patrick Barrett Constance and Steven Pocock Jennifer Aaron Aileen Geffs Heidi Lau $2,500 – $4,999 Sarah Brotherton Catherine Ro Danielle Aeschbacher Wanda Gentry Ed Leidecker National Disability Institute Matt Carlson Anthony Rothert Charles Ahlenius Mary Geoghegan Gerardo Leon Discover Financial Services Robert Castaneda Maureen and John Savage Bruce Aiello Joseph Gerharz Cindi Lexow Milorad Cupic Erika Schafer and David Sacks Denise Almaraz Christy Geving Linda Little $1,000 – $2,499 Arnold Davis Sarah Spear Mauro Amoroso Mary Gharrity Ed Livingston Anonymous Katherine Davis Heather Tammelleo Jeff Anderson Bill Gibbs Jessica Lopez Robert Davis Philip Dunn Kenneth Towers Jose Anguiano Ewelina Giera Carole Macias IBM Foundation Phyllis and David Eig BarBaretta West Patricia Arias Gay Michele Glenn Rose Marie Mack Kirkland Ellis Foundation Michael Evangelist and Kathryn Thornton Sarah Atkinson Michael Glennon Richard Madinger Dr. Nicol Lee and Rev. Keith Russell Lee Teri Ford and Kevin Quintin Maria Luisa Aviles Margaret Glynn Dan Malone Richard Bail Della Gray Leslie Malz Charles Baird Dorothy Gray Emmanuel Mandujano Chris Baird Beverly Green Jeffrey Marinier Maria Barrera Saundra Green Shirley Marrs Bill Bartley Diane Gregart Danielle Martin Denise Bauch Myrna Guadarrama Debra Martin Elbie Baughman Plan Your Legacy Glennetta Bell Stephen Berenson LaTwanda Guyton Catherine Haener Luis Martinez Susana Martinez Audrey Hagenow Michael Marvin We are delighted to announce that we received our very first planned gift in 2008! A long-time supporter Jim Bertolet Brian Hain Frederick Mason Antonino Bondi and volunteer of the Center is leaving a legacy in the form of a planned gift. Although immediate cash gifts Sharon Haji Mkanga David Mattingly Leticia Bonsu are essential to keeping our programs running, this gift will help us anticipate and plan for future program Josephine Hall Susan McCartney Ramona Boston Dick Halverson Candace McCarty growth. This type of planning is necessary to ensure the continuity in the services we are able to provide Jean Bracken Pat Halverson Kevin McGee Paul Brinkman to hard-working, low-income families in Illinois. For information about planned gifts, call (312) 630-0277. Shawne Hammonds Lynn McMahan Michelle Brooks Donald Hanigan Keva McNeal Sarah Brotherton
  • 10. 18 Ten ways you can Pamela McNichols Tammy Stewart-Young Austan Goolsbee Charles McPhail Scarlet Stith Ed Jacob Mariaelena Menjivar-Diaz Denise Story Anne Ladky Matthew Mikkelsen Shiloh Strouse Norma Lauder Adam Miller Michelle Summers Marilyn Lillienfeld Gerlanda Miller Larry Tacker Annika Little Sarita Molina Guy Talla Paul Lopez make life less taxing Richard Morris Irene Tan Bob McKenzie Robert Murphy Cindy Tarpo Val McWilliams June Murray Mary Tavares Evan Migdail Steve Neumann Korey Taylor Mike O’Connor Harry Nevlin Jim Tezak The Honorable Stephanie Neely JoAnne Nudelman Lisu Thachet Carlos Nelson for working families Mary Henry Nwabueze Charles Thoma Jennifer Phillips Zvonko Olear Judy Thomas Juan Salgado David Olson Jane Thompson Whitney Smith Jorge Ovalle Robin Thompson Bernie Wilson Bing Owens Elvia Torres Jodie Winnett Larry Owens Chamala Travis Janet Paddock Lilia Trejo Staff Debra Palmquist Tracy Trello David Marzahl, Executive Director Sindi Palomino Carol Tuck Raissa Allaire Leann Papineau Dylan Tuttle Nicole Camboni Yesenia Paredes Graziella Umlauf Joanne Capparelli Dharmendra Patel Monica Urban Duane Cole Ronnie Patterson Stephen Paul Nishar Vahora Brad Van Thorre Jackie Lynn Coleman Jacci Christopher 1. Review your own budget 6. Teach others Sage Paulin Brad Vandermoon Barbara DelBene David Payne David Varnerin Michael Evangelist Taking a look at your own finances can Start a discussion about money with Maria S. Perez Jim Waddell Kamilah Exum Elizabeth Pichardo Bobbie Wadsworth Greg Fields give you a new appreciation for the your family. Talk about your financial Betty Pilchard Rachelle Plante Jennifer Wagner Gene Waid April Friend Larry Garner struggles working families face today. goals and make a plan to achieve them. Donna Prince Vince Waller Christopher Gorman Barry Pritchard Huamin Wang Michael Green Elizabeth Pritchard Zephree Pugh Kay Wannamaker Clara Ward Mary Ruth Herbers Joe Hinton 2. Volunteer 7. Team up Thomas Pulver Dan Rachke DeAngela Washington Ralph Weiland Eliot Klein Erica Maslanka Join a cause you believe in and impact Talk to your friends about financial Max Ramos Kwanrak Weraarchakul Jeannette Mihalek your community. Check out the equality. Tell them why you care—and Roger Randolph Logan West Lucy Mullany Jean Rathgeb Dan Wexler Jonathan Njus Center’s volunteer opportunities at why they should, too. Andre Reed Mary White Ray Olszewski Betty Reid-Williams Jean Wiggins O.S. Owen Vincent Reinhardt Catherine Wilcoxson Rolando Palacios www.economicprogress.org Roxanne Reyes Ernestine Ridgnal Lynn Williams Mark Williams Angela Perkins Sara Reschly 8. Network Andy Roberson Dave Rock Minnie Williams Roland Wright Reginald Riddle Rebecca Riha 3. Donate Check out the Center’s Facebook cause at Artemio Rodriguez Rony Youkhana Brian Rivera George Roeper Martin Zeidman Catherine Ro Support organizations that help www.causes.com/economicprogress Sarai Roman-Mattila Hanbin Zhou Sonia Salazar Del Real Joe Rose Carmen Sanchez families get ahead. Donations to 501(c)(3) to meet others who share your views. David Rosenbloom Erika Schafer nonprofits like the Center are tax Victoria Ruppert Our Organization Melissa Spear Brittanie Russell Catherine St. Clair deductible, too! 9. Call your legislator Rod Ryner Board of Directors Scott Kane Stukel Neil Sallee Executive Committee Cheryl Travers Donna Samuels Nicol Turner- Lee, Ph.D., President Jose Valdez Let them know your feelings about Sarah Sandusky Ronald Sanko Anne Murdoch, Vice President Don Wedd M.C. Williams 4. Vote predatory lending and that you want Dan Nielsen, Secretary Maureen Savage Raymond Schollenbruch Hilda Renteria, CPA, Treasurer It’s the surest way to make your every family to have an equal Mary Scholten Members thoughts heard. opportunity to get ahead. Art Schueneman Bob Castaneda Guadalupe Segura Bridget Gainer Norma Shaffer Annual Report 2008 Gina Guillemette Laura Shansey Monica Sheppard Christina Hachikian This publication was produced by the Center’s Marketing Development Department. 5. Be choosy 10. Use the tools you’ve got Jerry Jones Philip Shrake Kimbriell Kelly Editor David Marzahl Why spend your hard-earned money Nowadays it’s easier than ever to support John Shum Jr. Brendan Lynch Iftikhar Siddiqui Nicole Martinez Project Manager Raissa Allaire at businesses that don’t pay a living causes you care about. Try using Richard Silverman Michelle Ringold Laura Simms Robert Rudolph wage? Look online before you shop! GoodSearch when searching online— Verneta Simon Principal Writer Melissa Spear Tim Shanahan Henry Sinclair Carol Sissac Daniel Sprehe Additional Data they’ll make a donation to our cause David Stott Nicole Camboni Harold Smith Inez Smith Harlan Teller Eliot Klein every time you use it! Jennifer Tescher Jennifer Smith Erica Maslanka Thomas Wuellner, Ex Officio Kelly Smith Jeannette Mihalek Petrinella Sowell Angela Perkins Policy Advisory Committee Vicki Spiller Lily Batchelder Steve Stahl Design Karen Gibson Alan Berube Annissa Stanley Gregg Brown Mollie Starke Photography Images on pages 6,8,9 Malcolm Bush Anita Stenzel © 2009 Eric Young Smith/SmittyImage Karen Chan George Sterling Michael Frias John Stevens Copyright © 2009 Bridget Gainer Donald Stewart Center for Economic Progress Jerry Goldstein
  • 11. CENTE R F O R EconomicProgress Working Solutions for Working Families www.economicprogress.org 29 East Madison, Suite 900 Chicago, Illinois 60602 (312) 252-0280