Civic Intelligence

Technology Association of Grantmakers Inc

EIN 56-2558836 • 501(c)3 • Chicago, IL

Profile

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.

200 W Madison 3rd FloorChicago, IL 60606

www.tagtech.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$255,240

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-25%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,042,948

Down $344,889 (-25%) from 2023

Liabilities

Down

$116,144

Down $104,564 (-47%) from 2023

Net Assets

Down

$926,804

Down $240,325 (-21%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Down

$1,149,235

Down $681,338 (-37%) from 2023

Expenses

Down

$1,389,560

Down $378,088 (-21%) from 2023

Net Income

Down

-$240,325

Down $303,250 (-482%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $300,782Liabilities 2011: $0Net Assets 2011: $300,7822011Assets 2012: $315,707Liabilities 2012: $0Net Assets 2012: $315,7072012Assets 2013: $514,181Liabilities 2013: $4,449Net Assets 2013: $509,7322013Assets 2014: $691,040Liabilities 2014: $8,234Net Assets 2014: $682,8062014Assets 2015: $694,044Liabilities 2015: $6,618Net Assets 2015: $687,4262015Assets 2016: $795,061Liabilities 2016: $346Net Assets 2016: $794,7152016Assets 2017: $744,032Liabilities 2017: $4,098Net Assets 2017: $739,9342017Assets 2018: $551,340Liabilities 2018: $0Net Assets 2018: $551,3402018Assets 2019: $659,319Liabilities 2019: $2,500Net Assets 2019: $656,8192019Assets 2020: $670,048Liabilities 2020: $27,000Net Assets 2020: $643,0482020Assets 2021: $872,956Liabilities 2021: $30,039Net Assets 2021: $842,9172021Assets 2022: $1,226,919Liabilities 2022: $122,715Net Assets 2022: $1,104,2042022Assets 2023: $1,387,837Liabilities 2023: $220,708Net Assets 2023: $1,167,1292023Assets 2024: $1,042,948Liabilities 2024: $116,144Net Assets 2024: $926,8042024

Highlighted filing

2024

Assets$1,042,948
Liabilities$116,144
Net Assets$926,804
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $261,282Expenses 2011: $248,319Net Income 2011: $12,9632011Revenue 2012: $302,265Expenses 2012: $287,340Net Income 2012: $14,9252012Revenue 2013: $538,786Expenses 2013: $344,761Net Income 2013: $194,0252013Revenue 2014: $638,226Expenses 2014: $465,152Net Income 2014: $173,0742014Revenue 2015: $502,241Expenses 2015: $497,621Net Income 2015: $4,6202015Revenue 2016: $635,454Expenses 2016: $528,165Net Income 2016: $107,2892016Revenue 2017: $553,648Expenses 2017: $608,429Net Income 2017: -$54,7812017Revenue 2018: $537,382Expenses 2018: $725,976Net Income 2018: -$188,5942018Revenue 2019: $823,294Expenses 2019: $717,815Net Income 2019: $105,4792019Revenue 2020: $596,673Expenses 2020: $610,444Net Income 2020: -$13,7712020Revenue 2021: $756,276Expenses 2021: $556,407Net Income 2021: $199,8692021Revenue 2022: $1,459,775Expenses 2022: $1,198,488Net Income 2022: $261,2872022Revenue 2023: $1,830,573Expenses 2023: $1,767,648Net Income 2023: $62,9252023Revenue 2024: $1,149,235Expenses 2024: $1,389,560Net Income 2024: -$240,3252024

Highlighted filing

2024

Revenue$1,149,235
Expenses$1,389,560
Net Income-$240,325
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,042,948
Liabilities
$116,144
Net assets
$926,804
Revenue
$1,149,235
Expenses
$1,389,560
Net income
-$240,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.12$0.93$1.15$1.39$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.22$1.17$1.83$1.77$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.12$1.10$1.46$1.20$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$0.76$0.56$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.03$0.64$0.60$0.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.82$0.72$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.54$0.73$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.55$0.61$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$0.64$0.53$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.50$0.50$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.64$0.47$0.17
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.54$0.34$0.19
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.30$0.29$0.01
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.26$0.25$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$1,149,235
Mission and Program Overview

Mission

Advance Philanthropic Organizations

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$934,901$781,531▼ $153,370
Cash and Non-Interest-Bearing Accounts$296,176$160,441▼ $135,735
Accounts Receivable$144,260$75,000▼ $69,260
Prepaid Expenses and Deferred Charges$12,500$25,976▲ $13,476
Total Assets$1,387,837$1,042,948▼ $344,889
Liabilities
Deferred Revenue$108,485$59,958▼ $48,527
Accounts Payable and Accrued Expenses$112,223$56,186▼ $56,037
Total Liabilities$220,708$116,144▼ $104,564
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$909,212$783,054▼ $126,158
Net Assets With Donor Restrictions$257,917$143,750▼ $114,167
Total Net Assets Fund Balance$1,167,129$926,804▼ $240,325
Total Liabilities and Net Assets / Fund Balance$1,387,837$1,042,948▼ $344,889
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Westrick JeanExecutive DirectorFT$236,489$18,751$255,240
Castro HugoDirector of OperationsFT$137,701$10,398$148,099
Egbuonu NgozikaDirector of ProgramsFT$101,861$16,922$118,783
Mooneyham TracieDirector of Community EngagementFT$105,578$10,541$116,119

Board Members and Trustees

NameTitle
Aron-diaz JosePresident
Alia NadiaVice President
Felsburg JunellDirector
Hanrahan TessDirector
Jimenez-kurlander JeffreyDirector
Kramer AriDirector
Mingo WendyeDirector
Prezzano RisaDirector
Puckett AnnDirector
Sidhu SuniDirector
Tsang toDirector
Velez CarlosDirector
Yim Lim BrianDirector
Niemann KatieSecretary
Lecorgne KristopherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$927,590
Program Service Revenue
$175,015
Investment Income
$46,630
Other Revenue
$0
All Other Contributions
$29,291
Change in Net Assets
$-240,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,149,235
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,149,235
Total Revenue per Form 990
$1,149,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$771,054
Other Expenses$618,506
Total Fundraising Expense$64,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,815$121,856$19,245$397,916
Current Officers, Directors, Trustees, and Key Employees$165,906$76,572$12,762$255,240
Fees for Services Other$162,316$56,215$25,579$244,110
Conferences and Meetings$150,573--$150,573
Information Technology$102,807$33,771-$136,578
Payroll Taxes$29,528$13,868$2,235$45,631
Other Employee Benefits$27,841$13,175$2,091$43,107
Pension Plan Contributions$18,870$8,862$1,428$29,160
Travel$24,476--$24,476
Fees for Services Accounting-$15,400-$15,400
Office Expenses-$5,650-$5,650
Other Expenses$6,939$1,078$1,079$2,157
Insurance-$1,760-$1,760
Fees for Services Legal-$863-$863
Total Functional Expenses$954,206$370,935$64,419$1,389,560

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,389,560
Total Expenses per Audited Statements$1,389,560
Total Expenses per Form 990$1,389,560
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
United KingdomProgram ServicesMembership Dues00-
CanadaProgram ServicesMembership Dues00-
SwitzerlandProgram ServicesMembership Dues00-
SingaporeProgram ServicesMembership Dues00-
DenmarkProgram ServicesMembership Dues00-
IrelandProgram ServicesMembership Dues00-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Chantal ForsterFormer Executive DirectorConsultant Service in 2024No$16,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Technology Association of Grantmakers
EIN
56-2558836
Phone
3126223438
Address
200 W MADISON 3RD FLOOR, CHICAGO, IL 60606

Signing Officer

Name
Jose Aron-diaz
Title
President
Phone
3126223438
Signed
2025-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Aron- Diaz
Formed
2007
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
75

Preparer

Firm
O'CONNELL & COMPANY LLC
Address
240 GIBRALTAR ROAD SUITE 260, HORSHAM, PA 19044
Preparer
Robert J Mcnamee CPA
Phone
2158874425
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 162,316. Management and general expenses 36,906. Fundraising expenses 25,579. Total expenses 224,801. Contract service expenses: program service expenses 0. Management and general expenses 14,909. Fundraising expenses 0. Total expenses 14,909. Professional development: program service expenses 0. Management and general expenses 4,400. Fundraising expenses 0. Total expenses 4,400.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 639 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF COMMUNITY ENGAGEMENT
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IRS990/MissionDesc0THE 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.
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