Form 990 for tax year 2023
Filed by CONSUMER TECHNOLOGY ASSOCIATION FOUNDATION.
Totals
- Total revenue
- $1,132,453
- Total expenses
- $1,062,285
- Contributions and grants received
- $942,791
- Grants paid
- $422,000
- Program service revenue
- $0
- Investment income
- $189,662
- Other revenue
- $0
- Total assets, end of year
- $4,775,734
- Total liabilities, end of year
- $303,370
- Net assets or fund balances, end of year
- $4,472,364
- Program services expenses (Part IX)
- $728,258
- Management and general expenses
- $239,495
- Fundraising expenses
- $94,532
- Program service expenses (Part III)
- $728,258
Program services were 68.6% 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
$50,000
-
1d · Related organizations
$750,800
-
1f · All other contributions, gifts and grants
$141,991
-
3 · Investment income
total $186,614 · excluded $186,614
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $795,287
-
7b · Less cost or other basis and sales expenses
securities $792,239
-
7c · Gain or loss
securities $3,048
-
7d · Net gain or loss
total $3,048 · excluded $3,048
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $422,000 · program services $422,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $299,778 · program services $232,747 · management and general $41,739 · fundraising $25,292
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $75,024 · program services $58,248 · management and general $10,446 · fundraising $6,330
-
8 · Pension plan contributions
total $3,567 · program services $2,770 · management and general $496 · fundraising $301
-
9 · Other employee benefits
total $13,015 · program services $10,105 · management and general $1,812 · fundraising $1,098
-
10 · Payroll taxes
total $3,076 · program services $2,388 · management and general $428 · fundraising $260
-
11a · Fees: management
total $33,912 · management and general $33,912
-
11b · Fees: legal
total $13,015 · management and general $13,015
-
11c · Fees: accounting
total $2,542 · management and general $2,542
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $61,251 · fundraising $61,251
-
11f · Fees: investment management
total $2,750 · management and general $2,750
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $46,166 · management and general $46,166
-
13 · Office expenses
total $4,371 · management and general $4,371
-
14 · Information technology
total $5,176 · management and general $5,176
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $23,523 · management and general $23,523
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $35,669 · management and general $35,669
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: SPONSORSHIPS
total $12,500 · management and general $12,500
-
24b · Other expenses: AWARDS TO PITCH CONT. WINNERS
total $3,000 · management and general $3,000
-
24c · Other expenses: MEMBERSHIPS & SUBSCRIPTION
total $1,700 · management and general $1,700
-
24d · Other expenses: MEMORIAL CONTRIBUTION
total $250 · management and general $250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $274,658 · end of year $884,519
-
2 · Savings and temporary cash investments
beginning of year $715,112 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $4,332
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end 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 $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $17,490 · end of year $20,551
-
10a · Land, buildings and equipment: cost or other basis
$18,075
-
10b · Land, buildings and equipment: accumulated depreciation
$18,075
-
11 · Investments: publicly traded securities
beginning of year $3,434,024 · end of year $3,866,332
-
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 $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $10,080 · end of year $14,579
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $35,000 · end of year $40,000
-
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
-
25 · Other liabilities
beginning of year $277,850 · end of year $248,791
-
27 · Net assets without donor restrictions
beginning of year $4,118,354 · end of year $4,472,364
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
THE FOUNDATION IS FOCUSED ON STRATEGIC SUPPORT OF PROGRAMS TO IMPACT THESE COMMUNITIES AND HAS LAUNCHED ITS FIRST SERIES OF GRANTS IN 2012. IT ALSO SERVES TO FACILITATE DIALOG BETWEEN INDUSTRY, CONSUMERS, GOVERNMENT, ADVOCACY GROUPS, AND OTHER KEY STAKEHOLDERS AROUND IMPORTANT ISSUES.
Activities or mission (Part I)
THE CTA FOUNDATION MISSION IS TO LINK SENIORS AND PEOPLE WITH DISABILITIES WITH TECHNOLOGIES TO ENHANCE THEIR LIVES.
-
SUPPORT INNOVATIVE SOLUTIONS ASSISTING SENIORS THROUGH USE OF TECHNOLOGY.
Expenses $460,770 · Grants $267,000
-
SUPPORT INNOVATIVE SOLUTIONS ASSISTING PEOPLE WITH DISABILITIES THROUGH USE OF TECHNOLOGY.
Expenses $267,488 · Grants $155,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
RENE QUASHIE
TRUSTEE
- Total calculated
- $509,944
- From this org
- $0
- From related orgs
- $442,599
- Other
- $67,345
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $370,419 related
- Bonus
- $0 + $71,430 related
- Other
- $0 + $750 related
- Deferred
- $0 + $33,000 related
- Nontaxable benefits
- $0 + $34,345 related
- Filer's total
- $0 + $509,944 related
-
STEVE EWELL
EXECUTIVE DIRECTOR
- Total calculated
- $299,778
- From this org
- $251,385
- From related orgs
- $0
- Other
- $48,393
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,515
- Bonus
- $40,710
- Other
- $1,160
- Deferred
- $25,333
- Nontaxable benefits
- $23,060
- Filer's total
- $299,778
-
VERONICA LANCASTER
TREASURER/SECRETARY
- Total calculated
- $278,439
- From this org
- $0
- From related orgs
- $229,958
- Other
- $48,481
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $192,988 related
- Bonus
- $0 + $36,070 related
- Other
- $0 + $900 related
- Deferred
- $0 + $23,238 related
- Nontaxable benefits
- $0 + $25,243 related
- Filer's total
- $0 + $278,439 related
-
MATT ATER
CHAIR
- Total calculated
- $0
- Hours/week
- 0
-
SHERIDA MCMULLAN
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 0
-
GARY YACOUBIAN
CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 0
-
JOHN SHALAM
TRUSTEE/FOUNDING CHAIR
- Total calculated
- $0
- Hours/week
- 0
-
MARIO ACOSTA-VELEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
DARRYL ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
ALEXANDRA AMRAMI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
MELISSA ANDRESKO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
S SCOTT BURNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
LEE CHENG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
POPPY CRUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
LEVY GERZBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
DENISE GIBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
MALCOM GLENN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
MOAZ HAMID
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
ERIC HSIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
MIKE MAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
JOHN PENNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
DANIEL PIDGEON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
LAUREN SALLATA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
SARAH STORELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
SALLY LANGE WITKOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
THOMAS WLODKOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
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
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3:
- THE SUPPORTED ORGANIZATION UTILIZES INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEYS AND THE FORMS 990 OF OTHER ORGANIZATIONS TO DETERMINE THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR.
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
-
$35,000
Grant
-
Grant
-
$30,000
GRANT
-
Grant
-
$25,000
Grant
-
$25,000
Grant
-
$25,000
Grant
-
SOUTH FLORIDA INSTITUTE ON AGING
$25,000
Grant
-
$25,000
Grant
-
$25,000
Grant
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CONSUMER TECHNOLOGY ASSOCIATION
501(c)(6) · SEE PART VII · VA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403049349301600
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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