2026-06-15T11:42:36-05:00 2025-12-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2025-01-01 562558836 TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC TECH 3127611280 200 W MADISON 3RD FLOOR CHICAGO IL 60606 JOSE ARON- DIAZ BOARD CHAIR 3127611280 2026-06-15 1 ROBERT J MCNAMEE CPA P01428150 2158874425 2026-06-15 2025 2025-03-06 01:10:19Z JOSE ARON- DIAZ 200 W MADISON 3RD FLOOR CHICAGO IL 60606 2111154 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. 15 15 7 35 0 0 927590 1040485 175015 1020425 46630 50244 0 0 1149235 2111154 0 0 0 0 771054 771700 0 0 90333 618506 1504372 1389560 2276072 -240325 -164918 1042948 1071167 116144 271781 926804 799386 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 1553514 1020425 TO PROMOTE THE UNDERSTANDING OF HOW INFORMATION AND COMMUNICATIONS TECHNOLOGY CAN HELP ITS MEMBERS REACH THEIR PHILANTHROPIC GOALS. 1553514 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 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 14 0 7 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JEAN WESTRICK 3127611373 200 W MADISON ST 3RD FLOOR CHICAGO IL 60606 FELSBURG JUNELL DIRECTOR 1.00 X 0 0 0 HANRAHAN TESS DIRECTOR 1.00 X 0 0 0 JIMENEZ-KURLANDER JEFFREY DIRECTOR 1.00 X 0 0 0 KRAMER ARI DIRECTOR 1.00 X 0 0 0 MINGO WENDYE DIRECTOR 1.00 X 0 0 0 PREZZANO RISA DIRECTOR 1.00 X 0 0 0 PUCKETT ANN DIRECTOR 1.00 X 0 0 0 SIDHU SUNI DIRECTOR 1.00 X 0 0 0 TSANG TO DIRECTOR 1.00 X 0 0 0 VELEZ CARLOS DIRECTOR 1.00 X 0 0 0 YIM LIM BRIAN DIRECTOR 1.00 X 0 0 0 ARON-DIAZ JOSE CHAIR 1.00 X 0 0 0 ALIA NADIA VICE CHAIR 1.00 X 0 0 0 LECORGNE KRISTOPHER TREASURER 1.00 X 0 0 0 NIEMANN KATIE SECRETARY 1.00 X 0 0 0 WESTRICK JEAN PRESIDENT AND CEO 40.00 X 260917 0 31772 EGBUONU NGOZIKA DIRECTOR OF PROGRAMS 40.00 X 109325 0 25956 MOONEYHAM TRACIE DIRECTOR OF COMMUNITY ENGA 40.00 X 118699 0 23470 488941 0 81198 3 0 1 0 CLIFFORD FINANCIAL CONSULTING INC 5237 N GLENWOOD AVE CHICAGO IL 60640 CONTRACT FRACTIONAL CFO 153405 1 1008088 32397 1040485 CONFERENCE FEES 900099 655985 655985 SPONSORSHIP FEES 900099 347500 347500 OTHER PROGRAMS 900099 16940 16940 1020425 50244 50244 2111154 1020425 0 50244 X 280984 182640 84295 14049 358851 252818 80517 25516 24623 16005 7387 1231 61030 43006 13680 4344 46212 31497 11840 2875 26938 26938 160805 160805 403548 207641 154407 41500 13265 13265 119214 90112 28427 675 31057 11984 19073 717811 717811 3080 3080 BANK CHARGES 20569 20426 143 DUES AND SUBSCRIPTION 7944 7944 BOARD EXPENSE 141 141 2276072 1553514 632225 90333 160441 265766 781531 681774 75000 85000 25976 38627 1042948 1071167 56186 8014 59958 263767 116144 271781 X 783054 724636 143750 74750 926804 799386 1042948 1071167 -164918 37500 0 X 0 1 X 1 0 X 734640 915885 1192546 972440 1387985 5203496 21423 543900 627945 130165 672925 1996358 756063 1459785 1820491 1102605 2060910 7199854 0 0 0 7199854 213 260 15752 46630 50244 113099 213 260 15752 46630 50244 113099 756276 1460045 1836243 1149235 2111154 7312953 0.98450 0.98880 0.01550 0.01120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2148654 37500 37500 2111154 0 2111154 2276072 0 2276072 0 2276072 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. UNITED KINGDOM 1 PROGRAM SERVICES CONFERENCE 6729 CANADA PROGRAM SERVICES MEMBERSHIP DUES SWITZERLAND PROGRAM SERVICES MEMBERSHIP DUES SINGAPORE PROGRAM SERVICES MEMBERSHIP DUES DENMARK PROGRAM SERVICES MEMBERSHIP DUES IRELAND PROGRAM SERVICES MEMBERSHIP DUES UNITED KINGDOM PROGRAM SERVICES MEMBERSHIP DUES 0 1 0 0 0 1 6729 0 6729 0 0 0 0 0 0 X X X 0 0 0 0 0 0 0 0 0 WESTRICK JEAN PRESIDENT AND CEO 260917 0 0 0 0 0 0 0 31772 0 292689 0 0 0 MOONEYHAM TRACIE DIRECTOR OF COMMUNITY ENGA 118699 0 0 0 0 0 0 0 23470 0 142169 0 0 0 EGBUONU NGOZIKA DIRECTOR OF PROGRAMS 109325 0 0 0 0 0 0 0 25956 0 135281 0 0 0 PART I, LINE 3 THE BOARD WORKED WITH A SEARCH FIRM FOR THE PRESIDENT AND CEO'S SALARY, AND THE EMPLOYMENT CONTRACT OUTLINED THE PRESIDENT AND CEO'S SALARY AND WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED IN 2025. THE MOST SIGNIFICANT CHANGES INCLUDE: 1. REVISION OF MEMBERSHIP CLASSES 2. ADJUSTED THE NUMBER OF DIRECTORS (7 MINIMUM; 15 MAXIMUM), THE TERMS AND TITLES AND ADDED SOME ROLES 3. ADDED COMMITTEES AND DOCUMENTED THEIR RESPONSIBILITIES 4. MOVED ANNUAL MEETING TIMING TO MID-YEAR 5. ADDED REQUIREMENT FOR DIRECTORS & OFFICERS INSURANCE 6. ESTABLISHED DELEGATED AUTHORITY 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 CHAIR 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 207,641. MANAGEMENT AND GENERAL EXPENSES 36,827. FUNDRAISING EXPENSES 41,500. TOTAL EXPENSES 285,968. RECRUITMENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150. CONTRACT SERVICE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 108,333. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,333. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,097. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,097.