2024-01-25T12:15:53-06:00 2023-06-30 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2022-07-01 223181028 THE TECHNICAL ASSISTANCE COLLABORATIVE INC TECH 6172665657 15 COURT SQUARE 11TH FLOOR BOSTON MA 02108 KEVIN MARTONE EXECUTIVE DIRECTOR 6172665657 2024-01-24 1 KEVIN MARTONE XXX-XX-XXXX 0 KEVIN BONNETT CPA P01384136 6176968900 2024-01-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN MARTONE 15 COURT SQUARE 11TH FLOOR BOSTON MA 02108 13182879 0 X TACINC.ORG X 1992 MA 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. 5 5 46 5 0 0 4490103 3776200 8302010 9064764 245025 105314 0 0 13037138 12946278 25700 0 0 0 6781270 6986975 0 0 0 6037308 5967646 12844278 12954621 192860 -8343 9738074 9698605 4494065 4247373 5244009 5451232 X 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. 0 0 8980946 9064764 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. 8980946 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 127 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JOHN ABBOTT 6172665657 15 COURT SQUARE 11TH FLOOR BOSTON MA 02108 SHEILA CROWLEY BOARD CHAIR 0.50 X X 0 0 0 GEORGE BRICE BOARD MEMBER 0.50 X 0 0 0 SUE DEVLIN BOARD MEMBER 0.50 X 0 0 0 AARON GORNSTEIN BOARD MEMBER 0.50 X 0 0 0 ANNE MISKEY BOARD MEMBER 0.50 X 0 0 0 KEVIN MARTONE EXECUTIVE DIRECTOR & PRESI 40.00 X 245564 0 49591 MARIE HERB MANAGING DIRECTOR & VICE P 40.00 X 221393 0 47174 JOHN ABBOTT DIRECTOR OF BUSINESS OPERA 40.00 X 185037 0 43539 JAMES YATES DIRECTOR 40.00 X 181110 0 43146 LISA SLOANE DIRECTOR 40.00 X 180082 0 19680 LAMONT GREET DIRECTOR 40.00 X 177874 0 28377 REBECCA BOSS SR. CONSULTANT 40.00 X 172855 0 42321 DAYANA SIMONS SR. CONSULTANT 40.00 X 178673 0 32655 GINA SCHAAK SR CONSULTANT 40.00 X 148651 0 39890 FRANCINE ARIENTI DIRECTOR 40.00 X 139540 0 36653 RACHEL POST SR. CONSULTANT 40.00 X 141230 0 32280 1972009 0 415306 33 0 1 0 ABT ASSOCIATES INCE PO BOX 84-5586 BOSTON MA 02284 CONSULTING 1623158 NAOMI SWEITZER 14 GRIGGS TERRACE BROOKLINE MA 02446 CONSULTING 278741 TRUE COLORS UNITED 1460 BROADWAY NEW YORK NY 10036 CONSULTING 212334 NATALIE METZGER SMIT FOOTPRINT 1823 CASTERLINE ROAD OAKLAND CA 94602 CONSULTING 194211 ERICA SNYDER 3700 HIGHLAND DRIVE APT 14 CARLSBAD CA 92008 CONSULTING 184128 10 3776200 3776200 CONSULTING SERVICES 541610 9064764 9064764 9064764 130915 130915 211000 236601 -25601 -25601 -25601 12946278 9064764 0 105314 X 1191062 573875 617187 4173437 2418695 1754742 1622476 937816 684660 5707 5707 34214 34214 33225 33225 4708620 4669740 38880 6425 6425 173923 28260 145663 6811 6811 414191 414191 321591 263082 58509 104318 88471 15847 30111 30111 MINOR FURNITURE AND EQU 41178 41178 DONATIONS 39625 39625 DUES AND SUBSCRIPTIONS 29035 1007 28028 MISCELLANEOUS 18672 18672 12954621 8980946 3973675 0 32277 153222 1025158 91991 10000 10000 2727108 3318503 376404 74177 65690 3388908 3657640 2480446 2025155 9738074 9698605 1930089 1663868 509817 864600 2054159 1718905 4494065 4247373 X 5226709 5433932 17300 17300 5244009 5451232 9738074 9698605 -8343 215566 0 X X 0 1 X 1 1 1 X 310000 896846 270000 4490103 3776200 9743149 7437912 9321764 11484728 8302010 9064764 45611178 7747912 10218610 11754728 12792113 12840964 55354327 0 4933650 5978682 10745533 5131243 4677986 31467094 4933650 5978682 10745533 5131243 4677986 31467094 23887233 110253 99995 96240 184841 130915 622244 110253 99995 96240 184841 130915 622244 7858165 10318605 11850968 12976954 12971879 55976571 0.42670 0.35270 0.01110 0.01190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER ASSETS 75000 ROU ASSET LESS ACC AMORT 1950155 2025155 LEASE OBLIGATION NET OF CURRENT PORTION 1718905 1718905 X 13128619 215566 215566 12913053 33225 33225 12946278 12921396 0 12921396 33225 33225 12954621 PART X, LINE 2: TAC ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAC HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN FINANCIAL STATEMENTS AT JUNE 30, 2023. TAC'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 0 0 KEVIN MARTONE EXECUTIVE DIRECTOR & PRESI 245564 0 0 0 0 0 24556 0 25035 0 295155 0 0 0 MARIE HERB MANAGING DIRECTOR & VICE P 221393 0 0 0 0 0 22139 0 25035 0 268567 0 0 0 JOHN ABBOTT DIRECTOR OF BUSINESS OPERA 185037 0 0 0 0 0 18504 0 25035 0 228576 0 0 0 JAMES YATES DIRECTOR 181110 0 0 0 0 0 18111 0 25035 0 224256 0 0 0 REBECCA BOSS SR. CONSULTANT 172855 0 0 0 0 0 17286 0 25035 0 215176 0 0 0 DAYANA SIMONS SR. CONSULTANT 178673 0 0 0 0 0 17867 0 14788 0 211328 0 0 0 LAMONT GREET DIRECTOR 177874 0 0 0 0 0 17787 0 10590 0 206251 0 0 0 LISA SLOANE DIRECTOR 180082 0 0 0 0 0 18008 0 1672 0 199762 0 0 0 GINA SCHAAK SR CONSULTANT 148651 0 0 0 0 0 14865 0 25025 0 188541 0 0 0 FRANCINE ARIENTI DIRECTOR 139540 0 0 0 0 0 13954 0 22699 0 176193 0 0 0 RACHEL POST SR. CONSULTANT 141230 0 0 0 0 0 14123 0 18157 0 173510 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, MANAGING DIRECTOR AND DIRECTOR OF BUSINESS OPERATIONS REVIEW THE FORM 990 AND IT IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TAC MAINTAINS A STRICT COI POLICY, WHICH IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY MANAGEMENT. ALL DECISIONS TO RESPOND TO AN RFP OR A REQUEST FOR ENGAGEMENT ARE REVIEWED FOR CONFLICTS OF INTEREST BY THE ORGANIZATION PRIOR TO SUBMISSION OF A PROPOSAL OR ENGAGEMENT LETTER OF ANY KIND. EMPLOYEES ARE REQUIRED TO REPORT ANY REAL OR PERCEIVED CONFLICTS OF INTEREST TO MANAGMENT IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 TAC DOES NOT REQUIRE INDEPENDENT REVIEW OF SALARY DECISIONS FOR OFFICERS OR KEY EMPLOYEES. SALARY INCREASES ARE GENERALLY A PERCENTAGE THAT IS APPROVED BY THE BOARD PRIOR TO THE BEGINNING OF EACH FISCAL YEAR. HOWEVER, TAC DOES NOT REQUIRE THE BOARD APPROVAL TO AWARD MERIT INCREASES TO STAFF OVER THE COURSE OF ANY YEAR. THESE INCREASES ARE APPROVED BY THE DIRECTORS. JUSTIFICATION OF MERIT INCREASES ARE SUBSTANTIATED BY A DOCUMENT TO THE EMPLOYEE'S HR FILE. SALARY INCREASES FOR THE OFFICERS ARE SUBMITTED FOR THE BOARD'S APPROVAL AND PUT TO VOTE. IF TAC NEEDED A HIRE FOR A NEWLY CREATED POSITION (NOT A BACKFILL), WE WOULD RESEARCH COMPARABILITY DATA FOR THE POSITION. IN THIS CASE, SUBSTANTIATION OF THE COMPENSATION DELIBERATION AND DECISION WOULD BE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 TAC PROVIDES THESE DOCUMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR EXPENSE: PROGRAM SERVICE EXPENSES 4,669,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,669,740. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,880. FORM 990 PART XII LINE 2C THE AUDIT COMMITEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT AUDIT.