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Nonprofiteer
← TECHNICAL ASSISTANCE COLLABORATIVE INC

Form 990 for tax year 2023

Filed by TECHNICAL ASSISTANCE COLLABORATIVE INC.

Totals

Total revenue
$17,168,882
Total expenses
$17,191,674
Contributions and grants received
$4,522,321
Grants paid
$1,972,948
Program service revenue
$12,414,983
Investment income
$231,578
Other revenue
$0
Total assets, end of year
$10,418,483
Total liabilities, end of year
$4,841,108
Net assets or fund balances, end of year
$5,577,375
Program services expenses (Part IX)
$12,406,856
Management and general expenses
$4,784,818
Fundraising expenses
$0
Program service expenses (Part III)
$12,406,856

Program services were 72.2% 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.

  • 1e · Government grants (contributions)

    $4,522,321

  • 2a · Program service revenue: CONSULTING SERVICES

    total $12,414,983 · related or exempt $12,414,983

  • 3 · Investment income

    total $118,295 · excluded $118,295

  • 7a · Gross sales of assets other than inventory

    securities $3,411,074

  • 7b · Less cost or other basis and sales expenses

    securities $3,297,791

  • 7c · Gain or loss

    securities $113,283

  • 7d · Net gain or loss

    total $113,283 · excluded $113,283

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,972,948 · program services $1,972,948

  • 5 · Compensation of officers, directors and key employees

    total $1,087,532 · program services $529,006 · management and general $558,526

  • 7 · Other salaries and wages

    total $5,510,553 · program services $3,142,352 · management and general $2,368,201

  • 10 · Payroll taxes

    total $1,807,157 · program services $1,066,935 · management and general $740,222

  • 11b · Fees: legal

    total $3,141 · management and general $3,141

  • 11c · Fees: accounting

    total $39,531 · management and general $39,531

  • 11f · Fees: investment management

    total $29,619 · management and general $29,619

  • 11g · Fees: other

    total $5,246,958 · program services $5,233,796 · management and general $13,162

  • 12 · Advertising and promotion

    total $11,820 · management and general $11,820

  • 13 · Office expenses

    total $228,445 · program services $59,474 · management and general $168,971

  • 14 · Information technology

    total $15,115 · management and general $15,115

  • 16 · Occupancy

    total $431,278 · management and general $431,278

  • 17 · Travel

    total $497,236 · program services $350,687 · management and general $146,549

  • 19 · Conferences, conventions and meetings

    total $100,038 · program services $46,873 · management and general $53,165

  • 23 · Insurance

    total $52,390 · management and general $52,390

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $49,685 · program services $4,785 · management and general $44,900

  • 24b · Other expenses: DONATIONS

    total $43,000 · management and general $43,000

  • 24c · Other expenses: MINOR FURNITURE AND EQU

    total $40,630 · management and general $40,630

  • 24d · Other expenses: MISCELLANEOUS

    total $24,598 · management and general $24,598

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $153,222 · end of year $960,141

  • 2 · Savings and temporary cash investments

    beginning of year $91,991 · end of year $554,193

  • 3 · Pledges and grants receivable

    beginning of year $10,000 · end of year $10,000

  • 4 · Accounts receivable

    beginning of year $3,318,503 · end of year $3,199,114

  • 7 · Other notes and loans receivable

    beginning of year $376,404 · end of year $386,579

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,690 · end of year $91,678

  • 11 · Investments: publicly traded securities

    beginning of year $3,657,640 · end of year $3,548,302

  • 15 · Other assets

    beginning of year $2,025,155 · end of year $1,668,476

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,663,868 · end of year $2,091,645

  • 19 · Deferred revenue

    beginning of year $864,600 · end of year $1,404,158

  • 25 · Other liabilities

    beginning of year $1,718,905 · end of year $1,345,305

  • 27 · Net assets without donor restrictions

    beginning of year $5,433,932 · end of year $5,560,075

  • 28 · Net assets with donor restrictions

    beginning of year $17,300 · end of year $17,300

Mission and programs · 2023

Mission

TAC IS A NATIONAL ORGANIZATION THAT WORKS TO ACHIEVE POSITIVE OUTCOMES ON BEHALF OF PEOPLE WITH DISABILITIES AND PEOPLE WHO ARE HOMELESS BY PROVIDING STATE-OF-THE ART INFORMATION, CAPACITY BUILDING, AND TECHNICAL EXPERTISE TO ORGANIZATION AND POLICYMAKERS IN THE AREAS OF MENTAL HEALTH, SUBSTANCE ABUSE, HUMAN SERVICES, AND AFFORDABLE HOUSING.

Activities or mission (Part I)

TAC IS A NATIONAL ORGANIZATION THAT WORKS TO ACHIEVE POSTIVE OUTCOMES ON BEHALF OF PEOPLE WITH DISABILITIES AND PEOPLE WHO ARE HOMELESS BY PROVIDING STATE-OF-THE ART INFORMATION, CAPACITY BUILDING, AND TECHNICAL EXPERTISE TO ORGANIZATION AND POLICYMAKERS IN THE AREAS OF MENTAL HEALTH, SUBSTANCE ABUSE, HUMAN SERVICES, AND AFFORDABLE HOUSING.

  • TO PROVIDE TECHNICAL ASSISTANCE, CONSULTATION, TRAINING, AND SYSTEM DEVELOPMENT TO NON-PROFIT AND GOVERNMENTAL ENTITIES TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF THEIR CLIENTS.

    Expenses $12,406,856 · Grants $1,972,948 · Revenue $12,414,983

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

Listed in Part VII

  • ALTHEA ARNOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GEORGE BRICE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID ENG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AARON GORNSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CAREN HOWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN MARTONE

    EXECUTIVE DIRECTOR & PRESI

    Total calculated
    $280,450
    From this org
    $230,222
    From related orgs
    $0
    Other
    $50,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,222
    Bonus
    $0
    Other
    $0
    Deferred
    $23,022
    Nontaxable benefits
    $27,206
    Filer's total
    $280,450

  • MARIE HERB

    MANAGING DIRECTOR & VICE P

    Total calculated
    $233,566
    From this org
    $187,600
    From related orgs
    $0
    Other
    $45,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,600
    Bonus
    $0
    Other
    $0
    Deferred
    $18,760
    Nontaxable benefits
    $27,206
    Filer's total
    $233,566

  • JOHN ABBOTT

    DIRECTOR OF BUSINESS OPERA

    Total calculated
    $226,193
    From this org
    $180,897
    From related orgs
    $0
    Other
    $45,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,897
    Bonus
    $0
    Other
    $0
    Deferred
    $18,090
    Nontaxable benefits
    $27,206
    Filer's total
    $226,193

  • JAMES YATES

    DIRECTOR

    Total calculated
    $193,102
    From this org
    $150,815
    From related orgs
    $0
    Other
    $42,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,815
    Bonus
    $0
    Other
    $0
    Deferred
    $15,081
    Nontaxable benefits
    $27,206
    Filer's total
    $193,102

  • LISA SLOANE

    DIRECTOR

    Total calculated
    $174,415
    From this org
    $157,039
    From related orgs
    $0
    Other
    $17,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,039
    Bonus
    $0
    Other
    $0
    Deferred
    $15,704
    Nontaxable benefits
    $1,672
    Filer's total
    $174,415

  • LAMONT GREEN

    DIRECTOR

    Total calculated
    $210,281
    From this org
    $180,960
    From related orgs
    $0
    Other
    $29,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,960
    Bonus
    $0
    Other
    $0
    Deferred
    $18,096
    Nontaxable benefits
    $11,225
    Filer's total
    $210,281

  • REBECCA BOSS

    SR. CONSULTANT

    Total calculated
    $184,340
    From this org
    $166,062
    From related orgs
    $0
    Other
    $18,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,062
    Bonus
    $0
    Other
    $0
    Deferred
    $16,606
    Nontaxable benefits
    $1,672
    Filer's total
    $184,340

  • DAYANA SIMONS

    SR. CONSULTANT

    Total calculated
    $206,790
    From this org
    $170,181
    From related orgs
    $0
    Other
    $36,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,181
    Bonus
    $0
    Other
    $0
    Deferred
    $17,018
    Nontaxable benefits
    $19,591
    Filer's total
    $206,790

  • FRANCINE ARIENTI

    DIRECTOR

    Total calculated
    $177,079
    From this org
    $136,248
    From related orgs
    $0
    Other
    $40,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,248
    Bonus
    $0
    Other
    $0
    Deferred
    $13,625
    Nontaxable benefits
    $27,206
    Filer's total
    $177,079

  • LAURA CONRAD

    SR CONSULTANT

    Total calculated
    $155,292
    From this org
    $143,603
    From related orgs
    $0
    Other
    $11,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,603
    Bonus
    $0
    Other
    $0
    Deferred
    $9,574
    Nontaxable benefits
    $2,115
    Filer's total
    $155,292

  • DOUGLAS TETRAULT

    SR CONSULTANT

    Total calculated
    $174,035
    From this org
    $133,506
    From related orgs
    $0
    Other
    $40,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,506
    Bonus
    $0
    Other
    $0
    Deferred
    $13,351
    Nontaxable benefits
    $27,178
    Filer's total
    $174,035

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

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
1 March 2025
IRS schema version
2023v6.0
Source object
202500629349300740

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

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