2024-10-29T07:38:54-05:00 2023-12-31 471352305 O'CONNELL & COMPANY LLC 165 TOWNSHIP LINE ROAD SUITE 1100 JENKINTOWN PA 190461350 990 2023-01-01 562558836 TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC TECH 3126223438 200 W MADISON 3RD FLOOR CHICAGO IL 60606 JOSE ARON-DIAZ PRESIDENT 3126223438 2024-10-28 1 1 ROBERT J MCNAMEE CPA P01428150 2158874425 2024-10-29 2023 2024-10-15 13:58:12Z MARK WALKER 200 W MADISON 3RD FLOOR CHICAGO IL 60606 1830573 0 X WWW.TAGTECH.ORG X 2007 FL THE TECHNOLOGY ASSOCIATION OF GRANTMAKERS (TAG) IS A NONPROFIT MEMBERSHIP ASSOCIATION THAT CULTIVATES THE STRATEGIC, EQUITABLE, AND INNOVATIVE USE OF TECHNOLOGY IN PHILANTHROPY. OUR WORK BUILDS KNOWLEDGE, STRENGTHENS NETWORKS, AND ADVANCES THE SOCIAL SECTOR. 10 10 5 75 0 0 915885 1186876 525373 607945 260 15752 18257 20000 1459775 1830573 0 0 0 0 451010 712862 0 0 47563 747478 1054786 1198488 1767648 261287 62925 1226919 1387837 122715 220708 1104204 1167129 THE TECHNOLOGY ASSOCIATION OF GRANTMAKERS (TAG) IS A NONPROFIT MEMBERSHIP ASSOCIATION THAT CULTIVATES THE STRATEGIC, EQUITABLE, AND INNOVATIVE USE OF TECHNOLOGY IN PHILANTHROPY. OUR WORK BUILDS KNOWLEDGE, STRENGTHENS NETWORKS, AND ADVANCES THE SOCIAL SECTOR. 0 0 1319459 627945 TO PROMOTE THE UNDERSTANDING OF HOW INFORMATION AND COMMUNICATIONS TECHNOLOGY CAN HELP ITS MEMBERS REACH THEIR PHILANTHROPIC GOALS. 1319459 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 5 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JEAN WESTRICK 3127726809 200 W MADISON ST 3RD FLOOR CHICAGO IL 60606 MARK WALKER PRESIDENT 3.00 X X 0 0 0 ANN PUCKETT SECRETARY 1.00 X X 0 0 0 NIKHIL SAWANT TREASURER 1.00 X X 0 0 0 JOSE ARON-DIAZ VICE PRESIDENT 1.00 X X 0 0 0 CHAD BERG BOARD MEMBER 1.00 X 0 0 0 LEON WILSON BOARD MEMBER 1.00 X 0 0 0 NADIA ALIA BOARD MEMBER 1.00 X 0 0 0 ROBERT ROSENTHAL BOARD MEMBER 1.00 X 0 0 0 JOHN MOHR EMERITUS BRD MEMBER 1.00 X 0 0 0 MATT SHARP EMERITUS BRD MEMBER 1.00 X 0 0 0 LAURA GOFF TREASURER EMRITUS 1.00 X 0 0 0 JEAN WESTRICK EXECUTIVE DIRECTOR 40.00 X 20000 0 85 CHANTAL FORSTER EXECUTIVE DIRECTOR 40.00 X 274635 0 13855 294635 0 13940 1 0 1 0 0 797014 389862 1186876 REGIONAL FEES 900099 602275 602275 CONFERENCE FEES 900099 5670 5670 607945 15752 15752 MISCELLANEOUS 900099 20000 20000 20000 1830573 627945 0 15752 X 308575 216003 61713 30859 315952 209765 99896 6291 19742 13451 5135 1156 29325 19718 8468 1139 39268 26754 10214 2300 420 420 15200 15200 335288 247975 87313 7621 7621 165159 82580 82579 15811 15811 483061 483061 1611 1611 BANK CHARGES 14637 14637 BOARD EXPENSE 11637 5819 5818 DUES AND SUBSCRIPTION 4341 4341 1767648 1319459 400626 47563 100000 296176 1029866 934901 62053 144260 35000 12500 1226919 1387837 82985 112223 39730 108485 122715 220708 X 1104204 909212 257917 1104204 1167129 1226919 1387837 62925 0 X 0 1 X 1 0 X 512022 594026 734640 915885 1192546 3949119 306431 510 21423 543900 627945 1500209 818453 594536 756063 1459785 1820491 5449328 0 0 0 5449328 4841 2137 213 260 15752 23203 4841 2137 213 260 15752 23203 823294 596673 756276 1460045 1836243 5472531 0.99580 0.99780 0.00420 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1830573 0 1830573 0 1830573 1767648 0 1767648 0 1767648 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 CHANTAL FORSTER EXECUTIVE DIRECTOR 274635 0 0 0 0 0 0 0 13855 0 288490 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY O'CONNELL AND COMPANY, LLC. A DRAFT OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, WHICH THE ACCOUNTANT REVIEWS WITH THE BOARD. WITH THE BOARD'S APPROVAL, O'CONNELL AND COMPANY LLC PROVIDES A SIGNED COPY TO THE BOARD'S TREASURER FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S BOARD IS ASKED TO SIGN A NEW CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE HAS BENCHMARKED AND REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT TAGTECH.ORG OR UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 247,975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,975. RECRUITMENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,625. CONTRACT SERVICE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,100. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,588. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,588. PART IX, LINE 7 CONSISTS OF SALARIES FOR THE FOLLOWING EMPLOYEES HUGO CASTRO, OPERATIONS DIRECTOR $126,054 GOZI EGBUONU, PROGRAMS DIRECTOR $100,050 TRACIE MOONEYHAM, ENGAGEMENT DIRECTOR $90,037