2024-10-18T17:16:19-05:00 2023-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2023-01-01 882116913 TECHNOLOGY MATTERS TECH 6502069211 3790 EL CAMINO REAL 625 PALO ALTO CA 94306 JAMES R FRUCHTERMAN FOUNDER AND CEO 6502069211 2024-10-18 1 0 SHERMAN LEONG P00513747 4159579999 2023 2024-10-15 13:58:12Z JAMES R FRUCHTERMAN 3790 EL CAMINO REAL 625 PALO ALTO CA 94306 6490771 0 X TECHMATTERS.ORG X 2022 CA TO CREATE TECHNOLOGY TO HELP HUNDREDS OF SOCIAL SECTOR ORGANIZATIONS SOLVE COMMON SOCIAL PROBLEM. 3 2 17 10 0 0 0 4272226 0 1042444 0 32512 0 0 0 5347182 0 45000 0 0 0 2375133 0 0 2645 0 1489858 0 3909991 0 1437191 279861 1765873 279355 328682 506 1437191 TO CREATE TECHNOLOGY TO HELP HUNDREDS OF SOCIAL SECTOR ORGANIZATIONS SOLVE A COMMON SOCIAL PROBLEM. 0 0 1801058 45000 651346 ASELO:ASELO IS TECH MATTERS' PROGRAM TO SERVE THE CRISIS RESPONSE HELPLINE FIELD. ASELO IS AN OPEN SOURCE CLOUD-BASED CONTACT CENTER PLATFORM DESIGNED TO MAKE IT POSSIBLE FOR HELPLINES TO RESPOND TO PEOPLE (ESPECIALLY CHILDREN) IN NEED VIA PHONE, SMS, WEBCHAT, WHATSAPP, FACEBOOK MESSENGER, LINE AND INSTAGRAM. OUR GOAL IS TO ASSIST THE STAFF AT HELPLINES TO HELP MANY MORE PEOPLE, AND HELP THEM BETTER, THANKS TO IMPROVED TECHNOLOGY TOOLS. BY THE END OF 2023, ASELO WAS LIVE IN 15 COUNTRIES AND HELPLINES USING ASELO HAD ASSISTED MORE THAN 100,000 CHILDREN. OUR LARGEST IMPLEMENTATION OF ASELO WAS LAUNCHED NATIONALLY IN LATE 2023 IN CANADA. 1436936 391098 TERRASO:AFTER BEING IN DEVELOPMENT FOR OVER A YEAR, THE TERRASO OPEN SOURCE SOFTWARE WAS LAUNCHED IN MAY, 2023. TERRASO IS DESIGNED TO MEET THE NEEDS OF LOCAL LEADERS ON THE FRONT LINES OF CLIMATE CHANGE, HELPING THEM BUILD MORE REGENERATIVE LOCAL ECONOMIES. THE INITIAL RELEASE INCLUDED A RANGE OF FEATURES FOR DATA COLLECTION, MAPPING, AND VISUALIZATION, INCLUDING AN ACCESSIBLE TOOL FOR CREATING STORY MAPS. BY THE END OF THE YEAR, TERRASO HAD OVER 500 USERS BASED IN MORE THAN 50 LOCALITIES (LANDSCAPES). 160804 FIELD BUILDING:TECH MATTERS PROVIDES A RANGE OF RESOURCES TO SUPPORT THE WIDER APPLICATION OF TECHNOLOGY TO THE SOCIAL IMPACT FIELD BROADLY. THIS INCLUDES OUR NO-CHARGE BRIEF CONSULTATIONS WITH NONPROFIT LEADERS, REGULAR TALKS AND ARTICLES ON TECH FOR GOOD, AND A PODCAST SERIES FEATURING THE LEADERS OF TECHNOLOGY NONPROFITS. IN ADDITION, DURING 2023, TECH MATTERS BEGAN WORK ON AN INITIATIVE CALLED THE "BETTER DEAL FOR DATA," A LIGHTWEIGHT APPROACH TO RESPONSIBLE DATA USE IN THE SOCIAL SECTOR, MODELED AFTER THE OPEN SOURCE AND CREATIVE COMMONS MOVEMENTS. 3398798 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 7 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 6502069211 3790 EL CAMINO REAL 625 PALO ALTO CA 94306 JAMES R FRUCHTERMAN CEO 40.00 X X 244635 0 49559 NITHYA RAMANATHAN DIRECTOR 1.00 X 0 0 0 BRIGITTE HOYER GOSSELINK DIRECTOR 1.00 X 0 0 0 JOAN MELLEA CFO 30.00 X 95250 0 42916 NICHOLAS HURLBURT DIRECTOR OF ENGINEERING 40.00 X 173469 0 31952 PAUL SCHREIBER DIRECTOR OF ENGINEERING 40.00 X 165840 0 29465 DEE LUO DIR. OF PRODUCT AND BUSINESS OPS. 40.00 X 145545 0 28101 HANA LEE PRINCIPAL UX DESIGNER 40.00 X 129948 0 27323 ROBERT DAVIS SOFTWARE ENGINEER 40.00 X 122917 0 25008 STEPHEN FRANCIS PROJECT DIRECTOR 30.00 X 103969 0 38054 DEREK CAELIN PRODUCT MANAGER 40.00 X 126512 0 14240 1308085 0 286618 13 0 1 0 STEPHEN HAND 110 DANGAN HEIGHTS GALWAY GALWAY EI H91 N2DN SOFTWARE DEVELOPMENT 143517 1 434352 3837874 4272226 PROGRAM SERVICES 900099 1042444 1042444 1042444 16101 16101 1160000 1143589 16411 16411 16411 5347182 1042444 0 32512 X 45000 45000 833086 627596 203238 2252 1286234 1146018 139960 256 45903 40899 4995 9 209910 187027 22841 42 8866 8866 37450 37450 1139430 1087116 52314 5616 2378 3237 1 48020 42911 5086 23 690 640 50 91920 74936 16984 12975 10731 2244 19111 10772 8328 11 PROGRAM EXPENSES 99017 98906 111 MISCELLANEOUS 26763 23868 2894 1 3909991 3398798 508548 2645 264855 216370 15006 947442 482682 105479 13900 279861 1765873 146903 181779 279355 279355 328682 X 506 182104 1255087 506 1437191 279861 1765873 1437191 -506 0 X 0 1 X 1 0 X 4272226 4272226 4272226 4272226 621806 3650420 16101 16101 4288327 1042444 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3909991 3909991 345500 86375 0 0 345500 345500 518250 86375 86375 129563 0 X 5405073 57891 57891 5347182 0 5347182 3967882 57891 57891 3909991 0 3909991 PART X, LINE 2: BASED ON AN ANALYSIS PREPARED BY THE ORGANIZATION, IT WAS DETERMINED THAT THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN HAD NO MATERIAL EFFECT ON THE RECORDED TAX ASSETS AND LIABILITIES OF THE ORGANIZATION. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEAR 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY ARE FILED FOR FEDERAL AND STATE RESPECTIVELY. 1 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES TECHNOLOGY SERVICES 7500 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES TECHNOLOGY SERVICES 41560 SOUTH AMERICA 0 3 PROGRAM SERVICES TECHNOLOGY SERVICES 230405 SUB-SAHARAN AFRICA 0 3 PROGRAM SERVICES TECHNOLOGY SERVICES 159649 NORTH AMERICA 0 5 PROGRAM SERVICES TECHNOLOGY SERVICES 263570 EUROPE 0 2 PROGRAM SERVICES TECHNOLOGY SERVICES 239843 0 14 0 0 0 14 942527 0 942527 SOUTH AMERICA SUBGRANT FOR OUTREACH SPECIFIC TO THE HELPLINE 7500 WIRED FUNDS 0 SUB-SAHARAN AFRICA SUBGRANT FOR OUTREACH SPECIFIC TO THE HELPLINE 15000 WIRED FUNDS 0 EAST ASIA AND THE PACIFIC SUBGRANT FOR OUTREACH SPECIFIC TO THE HELPLINE 7500 WIRED FUNDS 0 CENTRAL AMERICA AND THE CARIBBEAN SUBGRANT FOR OUTREACH SPECIFIC TO THE HELPLINE 15000 WIRED FUNDS 0 4 0 0 0 0 0 0 X X X 0 0 0 0 0 0 0 0 0 JAMES R FRUCHTERMAN CEO 244635 0 0 0 0 0 10000 0 39559 0 294194 0 0 0 NICHOLAS HURLBURT DIRECTOR OF ENGINEERING 173469 0 0 0 0 0 6448 0 25504 0 205421 0 0 0 PAUL SCHREIBER DIRECTOR OF ENGINEERING 165840 0 0 0 0 0 5830 0 23635 0 195305 0 0 0 DEE LUO DIR. OF PRODUCT AND BUSINESS OPS. 145545 0 0 0 0 0 5908 0 22193 0 173646 0 0 0 HANA LEE PRINCIPAL UX DESIGNER 129948 0 0 0 0 0 5119 0 22204 0 157271 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND THE CFO, AND THEN A COPY OF THE DRAFT IS SENT TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS AT LEAST ONE WEEK BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE TWO POLICIES WHICH COVER CONFLICTS OF INTEREST: ONE IN OUR PROCUREMENT POLICY WHICH APPLIES TO ALL EMPLOYEES, AND OUR MORE EXTENSIVE POLICY FOR OFFICERS, DIRECTORS AND KEY EMPLOYEES. IF A CONFLICT INVOLVES AN OFFICER OR DIRECTOR, IT IS ADDRESSED AT THE BOARD LEVEL BY THE DISINTERESTED BOARD MEMBERS. OTHERWISE, IT IS MANAGED BY THE CEO AND CFO. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS APPROVED BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, AND INCLUDES SALARY SURVEY DATA FOR COMPARABILITY AND IS DOCUMENTED BY A FORMAL ACTION IN THE CONTEMPORANEOUS MINUTES OF THE RELEVANT BOARD MEETING. COMPENSATION OF THE CFO IS SIMILARLY REVIEWED AT THE BOARD LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PLANS TO MAKE THESE DOCUMENTS AVAILABLE ON ITS WEBSITE WHEN THE AUDIT AND 990 FOR 2023 IS COMPLETE. AVAILABLE UPON REQUEST ARE AUDITED FINANCIALS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,087,116. MANAGEMENT AND GENERAL EXPENSES 52,314. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,139,430.