TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC (EIN 562558836) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

JOSE ARON- DIAZ

Phone

3126223438

Tax Period

2024-01-01 to 2024-12-31

TECHNOLOGY AFFINITY GROUP, founded in 2007, is a small nonprofit that reported $537K in total revenue in fiscal year 2018. Expenses of $726K exceeded revenue, resulting in a 35% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $927,590

Program Service Revenue $175,015

Investment Income $46,630

Other Revenue $0

TOTAL REVENUE $1,149,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $771,054

Fundraising Expenses $64,419

Program Expenses $954,206

Other Expenses $618,506

TOTAL EXPENSES $1,389,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,149,235	$1,830,573	-0.4%
Expenses	$1,389,560	$1,767,648	-0.2%
Net Income	$-240,325	$62,925	-4.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$255,240

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FELSBURG JUNELL	DIRECTOR	1.00	Director	$0	$0	$0
HANRAHAN TESS	DIRECTOR	1.00	Director	$0	$0	$0
JIMENEZ-KURLANDER JEFFREY	DIRECTOR	1.00	Director	$0	$0	$0
KRAMER ARI	DIRECTOR	1.00	Director	$0	$0	$0
MINGO WENDYE	DIRECTOR	1.00	Director	$0	$0	$0
PREZZANO RISA	DIRECTOR	1.00	Director	$0	$0	$0
PUCKETT ANN	DIRECTOR	1.00	Director	$0	$0	$0
SIDHU SUNI	DIRECTOR	1.00	Director	$0	$0	$0
TSANG TO	DIRECTOR	1.00	Director	$0	$0	$0
VELEZ CARLOS	DIRECTOR	1.00	Director	$0	$0	$0
YIM LIM BRIAN	DIRECTOR	1.00	Director	$0	$0	$0
ARON-DIAZ JOSE	PRESIDENT	3.00	Officer	$0	$0	$0
ALIA NADIA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LECORGNE KRISTOPHER	TREASURER	1.00	Officer	$0	$0	$0
NIEMANN KATIE	SECRETARY	1.00	Officer	$0	$0	$0
WESTRICK JEAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$236,489	$18,751	$255,240
CASTRO HUGO	DIRECTOR OF OPERATIONS	40.00	Highest	$137,701	$10,398	$148,099
EGBUONU NGOZIKA	DIRECTOR OF PROGRAMS	40.00	Highest	$101,861	$16,922	$118,783
MOONEYHAM TRACIE	DIRECTOR OF COMMUNITY ENGAGEMENT	40.00	Highest	$105,578	$10,541	$116,119

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,149,235	$1,389,560	$1,042,948	$-240,325
2023	$1,830,573	$1,767,648	$1,387,837	$62,925
2022	$1,459,775	$1,198,488	$1,226,919	$261,287
2021	$756,276	$556,407	$872,956	$199,869
2020	$596,673	$610,444	$670,048	$-13,771
2019	$823,294	$717,815	$659,319	$105,479
2018	$537,382	$725,976	$551,340	$-188,594

TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC