Form 990 for tax year 2023

Filed by TECHNOLOGY ACCESS FOUNDATION.

Totals

Total revenue: $6,298,807
Total expenses: $4,594,685
Contributions and grants received: $6,414,852
Grants paid: $0
Program service revenue: $130,678
Investment income: $138,090
Other revenue: -$384,813
Total assets, end of year: $12,993,175
Total liabilities, end of year: $648,036
Net assets or fund balances, end of year: $12,345,139
Program services expenses (Part IX): $2,912,806
Management and general expenses: $748,276
Fundraising expenses: $933,603
Program service expenses (Part III): $2,912,806

Program services were 63.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$445,734
1d · Related organizations

$0
1e · Government grants (contributions)

$377,637
1f · All other contributions, gifts and grants

$5,591,481
1g · Noncash contributions included above

$20,100
2a · Program service revenue: Education consulting and classes

total $130,678 · related or exempt $130,678 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $138,090 · related or exempt $0 · unrelated business $0 · excluded $138,090
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $264,219 · personal property $0
6b · Less rental expenses

real property $641,521 · personal property $0
6c · Rental income or loss

real property -$377,302 · personal property $0
6d · Net rental income or loss

total -$377,302 · related or exempt $0 · unrelated business $0 · excluded -$377,302
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$445,734
8b · Fundraising events: direct expenses

$23,849
8c · Net income from fundraising events

total -$23,849 · unrelated business $0 · excluded -$23,849
9a · Gaming: gross income

$11,580
9b · Gaming: direct expenses

$4,000
9c · Net income from gaming

total $7,580 · related or exempt $0 · unrelated business $0 · excluded $7,580
10a · Gross sales of inventory

$146
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $146 · related or exempt $0 · unrelated business $0 · excluded $146
11a · Other revenue: Capital One Rewards - Rebate

total $6,362 · related or exempt $0 · unrelated business $0 · excluded $6,362
11b · Other revenue: Administrative/Management Fees

total $2,250 · related or exempt $0 · unrelated business $0 · excluded $2,250
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$8,612

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $600,346 · program services $179,361 · management and general $305,271 · fundraising $115,714
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $2,805,257 · program services $1,936,398 · management and general $264,126 · fundraising $604,733
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $278,137 · program services $165,608 · management and general $52,928 · fundraising $59,601
10 · Payroll taxes

total $294,526 · program services $178,912 · management and general $55,224 · fundraising $60,390
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $33,450 · program services $20,284 · management and general $6,405 · fundraising $6,761
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $89,223 · program services $89,223 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $18,238 · program services $7,259 · management and general $619 · fundraising $10,360
13 · Office expenses

total $97,756 · program services $63,343 · management and general $8,219 · fundraising $26,194
14 · Information technology

total $84,442 · program services $67,006 · management and general $3,036 · fundraising $14,400
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $13,636 · program services $5,938 · management and general $3,519 · fundraising $4,179
17 · Travel

total $26,587 · program services $22,864 · management and general $2,584 · fundraising $1,139
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $93,784 · program services $86,606 · management and general $2,568 · fundraising $4,610
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $74,922 · program services $35,161 · management and general $30,383 · fundraising $9,378
23 · Insurance

total $2,651 · program services $1,607 · management and general $508 · fundraising $536
24a · Other expenses: Professonal Development

total $59,655 · program services $38,719 · management and general $10,117 · fundraising $10,819
24b · Other expenses: Staff & Student Appreciation

total $13,748 · program services $10,171 · management and general $1,532 · fundraising $2,045
24c · Other expenses: Staff Recruiting

total $4,497 · program services $2,727 · management and general $861 · fundraising $909
24d · Other expenses: Professional Dues & Subscriptions

total $3,172 · program services $1,220 · management and general $250 · fundraising $1,702
24e · All other expenses

total $658 · program services $399 · management and general $126 · fundraising $133

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $35,570 · end of year $55,996
2 · Savings and temporary cash investments

beginning of year $685,819 · end of year $1,470,463
3 · Pledges and grants receivable

beginning of year $43,891 · end of year $6,174
4 · Accounts receivable

beginning of year $146,814 · end of year $4,586
5 · Loans and receivables from officers and key people

beginning of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $30,006 · end of year $29,682
9 · Prepaid expenses and deferred charges

beginning of year $30,021 · end of year $14,237
10a · Land, buildings and equipment: cost or other basis

$12,592,426
10b · Land, buildings and equipment: accumulated depreciation

$3,565,984
10c · Land, buildings and equipment, net

beginning of year $9,360,670 · end of year $9,026,442
11 · Investments: publicly traded securities

beginning of year $761,506 · end of year $2,113,085
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $277,700 · end of year $272,510
17 · Accounts payable and accrued expenses

beginning of year $241,722 · end of year $185,156
18 · Grants payable

beginning of year $440,970 · end of year $425,569
19 · Deferred revenue

beginning of year $48,288 · end of year $37,311
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $9,681,816 · end of year $11,504,954
28 · Net assets with donor restrictions

beginning of year $959,201 · end of year $840,185

Mission and programs · 2023

Mission

The Technology Access Foundation builds collaborative relationships with public education to create access to transformative systems of learning for students and teachers of color to eliminate race-based disparities in an increasingly diverse society.

Activities or mission (Part I)

Technology Access Foundation (TAF) builds collaborative relationships with public education to create access to transformative systems of learning for students and teachers of color to eliminate race-based disparities in an increasingly diverse society.

TAF Academy is a 6th to 12th grade public school with a mission to prepare every student for college and life through a rigorous and relevant Science, Technology, Engineering and Math (STEM) focused curriculum. The goal is to enlist students as active participants in their education and cultivate a keen awareness of their important role with-in the world. The first TAF Academy opened in Federal Way Public School District in September 2008 with 130 students. Enrollment continued to grow and in 2017-18 school year TAF moved to a new location in Federal Way, now called TAF@Saghalie, more than doubling capacity. Enrollment for 2023-24 was 574. To acclimate incoming 6th graders into our program, TAF also offers STEMbyTAF Jump Start daily camp for two weeks in the summer at both schools each year.

Expenses $1,133,346
STEMbyTAF School Transformation is a program focused on Science, Technology, Engineering and Math (STEM) curriculum where TAF supports public schools (Kindergarten through 5th grade) that are interested in transforming their academic environment to model that of our award-winning TAF Academy School. In 2023-24 there were 2,336 students at the five elementary schools plus a middle school in three districts (Tacoma, Federal Way and Highline school districts) that TAF supported with this program. TAF is in planning to expand the program to other schools and districts.

Expenses $715,010 · Revenue $47,080
Network for EdWork (NWEW) is TAF's teacher diversity entity and comprises of the Martinez Fellowship (early-career coaching, ongoing professional development, and networking opportunities for new teachers of color), Education EnCounter (practical leadership and community building through the lens of decolonization for current and aspiring education leaders of color) and Ally Engagement (connecting, developing, and empowering anti-racist white leaders in education). The Martinez Fellowship was established by Edgar and Holli Martinez in 2008 as the Martinez Foundation, with a mission of improving teacher diversity. In 2015, The Martinez Foundation entrusted TAF to continue its efforts. TAF's Martinez Fellowship served 392 Fellows this year. In 2020, TAF expanded the NWEW program with focus on education leadership and community building with the Education EnCounter and Ally Engagement programs, which served 98 education leaders this year. Additionally, TAF's Academy for EDvancement focuses on teacher professional development, training and supporting 78 educators this year by hosting the 12th annual STEMbyTAF Teacher Institute as well as series of vertical courses focusing on Family and Community Engagement, Educational Technology and Project-based Learning.

Expenses $1,064,450 · Revenue $83,598

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Trish Millines Dziko

Executive Director

Total calculated

$192,891

From this org

$165,445

From related orgs

$0

Other

$27,446

Hours/week

40

Schedule J breakdown matched by us

Base

$165,445

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$27,446

Filer's total

$192,891
Heather Lechner

Executive Director of Education

Total calculated

$167,149

From this org

$159,494

From related orgs

$0

Other

$7,655

Hours/week

40

Schedule J breakdown matched by us

Base

$126,189

Bonus

$0

Other

$33,305

Deferred

$0

Nontaxable benefits

$7,655

Filer's total

$167,149
Sherry Williams

Executive Director of Operations and Development

Total calculated

$165,498

From this org

$155,517

From related orgs

$0

Other

$9,981

Hours/week

40

Schedule J breakdown matched by us

Base

$155,517

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$9,981

Filer's total

$165,498
Malesia Britt

Director of Transformation

Total calculated

$125,625

From this org

$107,846

From related orgs

$0

Other

$17,779

Hours/week

40
Katherine Figueras

Director of Finance

Total calculated

$124,540

From this org

$112,210

From related orgs

$0

Other

$12,330

Hours/week

40
Essence Russ

Director of TAF@SGH

Total calculated

$121,142

From this org

$107,086

From related orgs

$0

Other

$14,056

Hours/week

40
Arthur Ross

Director of Technology

Total calculated

$107,537

From this org

$107,537

From related orgs

$0

Other

$0

Hours/week

40
Steven Kwan

Vice President

Total calculated

$0

Hours/week

1.5
Mary Beth Canty

Co-President

Total calculated

$0

Hours/week

1.5
Tam Dang

Treasurer

Total calculated

$0

Hours/week

1.5
Cam Bruce

Secretary

Total calculated

$0

Hours/week

1.25
Katie Compton

Board Member

Total calculated

$0

Hours/week

1
Jamilia Conley

Board Member

Total calculated

$0

Hours/week

1
Chandra D Sanders

Board Member

Total calculated

$0

Hours/week

1
Abuna Demoz

Board Member

Total calculated

$0

Hours/week

1
Jeremey Williams

Board Member

Total calculated

$0

Hours/week

1.25
Swetha Narayanaswamy

Board Member

Total calculated

$0

Hours/week

1
Cindi Williams

Board Member

Total calculated

$0

Hours/week

1
Tosh Hatori

Board Member

Total calculated

$0

Hours/week

1
Nataliya Bobrovnyk

Board Member

Total calculated

$0

Hours/week

1
Shaude Moore

Board Member

Total calculated

$0

Hours/week

1
Angela Bui

Board Member

Total calculated

$0

Hours/week

1
Michael Nguyen

Board Member

Total calculated

$0

Hours/week

1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4: Heather Lechner was terminated on 10/10/2023 and given 2.5 months severance for a total of $33,305.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 November 2024
IRS schema version: 2023v5.0
Source object: 202443209349314319

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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