2019-11-14T15:32:04-06:00 2018-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-01-01 042441030 TECHNICAL DEVELOPMENT CORPORATION TECH 6177289151 31 MILK STREET NO 310 BOSTON MA 02109 ELIZABETH CABRAL CURTIS PRESIDENT 6177289151 2019-11-11 1 CRAIG KLEIN P00734640 6177610600 2019-11-11 207.172.72.163 2019-11-11 09:58:21 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 60FF9891D1F5F02B6CE76569FE37055EDA903CEE 2018 2020-03-31 21:24:44Z TDC ELIZABETH CABRAL CURTIS 31 MILK STREET NO 310 BOSTON MA 02109 3909164 0 X WWW.TDCORP.ORG X 1968 MA TDC, FOUNDED IN 1968, IS A NONPROFIT CONSULTING AND RESEARCH GROUP DEDICATED TO PROVIDING THE NONPROFIT SECTOR WITH THE BUSINESS AND MANAGEMENT SKILLS CRITICAL TO OPERATING EFFECTIVELY. TDC WORKS WITH ORGANIZATIONS, FOUNDATIONS AND PUBLIC AGENCIES ACROSS THE NONPROFIT SECTOR. 6 4 20 4 0 0 484078 1580250 2339007 2298115 477 30799 0 0 2823562 3909164 0 0 0 0 2293271 2137583 0 0 21568 839473 1054448 3132744 3192031 -309182 717133 2672763 3713260 711155 1034519 1961608 2678741 X SEE SCHEDULE O 0 0 2752117 2298116 MANAGEMENT CONSULTING SERVICES. TDC CREATES STRATEGIC BUSINESS PLANS THAT HELP ORGANIZATIONS DEVELOP SOPHISTICATED STRATEGIES THAT ALIGN A DEEP UNDERSTANDING OF MARKET DYNAMICS WITH CLEAR REALISTIC PLANS FOR LONG-TERM FINANCIAL SUSTAINABILITY. TDC PERIODICALLY CONDUCTS RESEARCH STUDIES ON MAJOR TRENDS IN THE NONPROFIT SECTOR. TDC ALSO OFFERS OTHER PROGRAMS AND ORGANIZATIONAL EVALUATIONS, BOARD DEVELOPMENT AND TRANING, AND COMMUNITY NEEDS ASSESSMENTS. TDC ASSISTS WITH THE RESDISTRIBUTION OF GRANT FUNDS TO REGISTERED CHARITIES AND PROVIDES SERVICES RELATED TO THE DISTRIBUTION. IN 2018, TDC WORKED WITH 110+ CLIENTS. 2752117 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 10 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X SUSAN NELSON TREASURER 6177289151 31 MILK STREET SUITE 310 BOSTON MA 02109 HIRAM SAMEL BOARD CHAIR 0.30 X 0 0 0 MARIAN GODFREY TRUSTEE 0.30 X 0 0 0 JOHN HENDERSON TRUSTEE 0.30 X 0 0 0 CHARLES MCDERMOTT TRUSTEE 0.30 X 0 0 0 ELIZABETH CABRAL CURTIS PRESIDENT 40.00 X X 169914 0 47180 SUSAN NELSON TREASURER 40.00 X X 178748 0 35521 MARY PLOURDE PAGLIARULO CLERK 40.00 X 102882 0 0 ASHLEY BERENDT VICE PRESIDENT 40.00 X 108682 0 16655 JULIANA KOO VICE PRESIDENT 40.00 X 111575 0 17540 RACHEL C FORD VICE PRESIDENT 40.00 X 109531 0 15572 CHRISTOPHER W PEREZ VICE PRESIDENT 40.00 X 110633 0 11460 891965 0 143928 7 0 1 0 RKD GROUP INC 3400 WATERVIEW PARKWAY SUITE 250 RICHARDSON TX 75080 MARKETING CONSULTANT 103595 1 1580250 1580250 TECHNICAL ASSISTANCE 541610 2298115 2298115 2298115 30799 30799 3909164 2298115 0 30799 544608 366657 156383 21568 1196570 1139226 57344 106844 85475 21369 156194 124955 31239 133367 106694 26673 5498 5498 31630 31630 81046 64837 16209 36973 29578 7395 254110 203288 50822 18350 14680 3670 782 782 14951 11961 2990 4704 3763 941 DIRECT PROJECT COSTS 411984 411984 ADMINISTRATION AND DEVE 167140 167140 TELEPHONE EXPENSE 27002 21601 5401 POSTAGE AND SHIPPING 278 278 3192031 2752117 418346 21568 1813525 1635077 312631 1512786 448693 425040 7246 7921 124465 85278 54138 39187 36530 93249 2672763 3713260 122285 156010 588870 878509 711155 1034519 X 1264809 1264664 696799 1414077 1961608 2678741 2672763 3713260 717133 0 X 0 1 X 1 0 X 705657 1424500 895659 484079 1580250 5090145 2269360 2681058 2483403 2339515 2298115 12071451 2975017 4105558 3379062 2823594 3878365 17161596 974032 1665480 1023631 700311 1751152 6114606 650002 740707 1049801 975725 945735 4361970 1624034 2406187 2073432 1676036 2696887 10476576 6685020 646 477 556 477 30799 32955 646 477 556 477 30799 32955 2975663 4106035 3379618 2824071 3909164 17194551 0.38880 0.41530 0.00190 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124465 85278 39187 39187 AGENCY TRANSACTIONS 714887 CLIENT DEPOSITS 29397 DEFERRED RENT 64424 ACCRUED EXPENSES - 457(B) 69801 878509 X 3909164 0 3909164 0 3909164 3192031 0 3192031 0 3192031 PART X, LINE 2: THE CORPORATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE CORPORATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE CORPORATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. IN ADDITION TO ITS TAX STATUS, THE CORPORATION HAS OTHER TAX POSITIONS THAT HAVE BEEN DETERMINED TO BE HIGHLY CERTAIN AND, THEREFORE, NO RESERVE FOR UNRECOGNIZED TAX LIABILITY IS DEEMED NECESSARY. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST 3 YEARS. X 0 0 0 0 0 0 0 0 0 ELIZABETH CABRAL CURTIS PRESIDENT 169914 0 0 0 0 0 34439 0 12741 0 217094 0 0 0 SUSAN NELSON TREASURER 178748 0 0 0 0 0 34206 0 1315 0 214269 0 0 0 FORM 990, PART III, LINE 1 TDC, FOUNDED IN 1968, IS A NONPROFIT CONSULTING AND RESEARCH GROUP DEDICATED TO PROVIDING THE NONPROFIT SECTOR WITH THE BUSINESS AND MANAGEMENT SKILLS CRITICAL TO OPERATING EFFECTIVELY. TDC HAS WORKED WITH HUNDREDS OF ORGANIZATIONS, FOUNDATIONS AND PUBLIC AGENCIES ACROSS THE NONPROFIT SECTOR IN ALL PARTS OF THE COUNTRY. TDC BELIEVES THAT THE NONPROFIT SECTOR PLAYS A VITAL ROLE IN SOCIETY, GIVING TANGIBLE SUPPORT TO SOME OF OUR COUNTRY'S MOST CHERISHED IDEALS AND ENHANCING THE QUALITY OF OUR LIVES. AS ONE OF THE OLDEST PROVIDERS OF MANAGEMENT CONSULTING SERVICES TO NONPROFITS, TDC POSSESSES A STRONG TRACK RECORD IN FACILITATING THE SUCCESSFUL IMPLEMENTATION OF CHALLENGING AND HIGHLY COMPLEX PLANNING AND ORGANIZATIONAL CHANGE PROCESSES. OUR KNOWLEDGE AND APPRECIATION OF THE INTRICACIES OF VARIED, COMPLEX ADMINISTRATIVE SYSTEMS DISTINGUISHES US FROM CONSULTANTS WHO ONLY WORK AT THE STRATEGIC LEVEL. TDC HAS WORKED WITH NONPROFITS OF ALL SIZES IN MANY PARTS OF THE SECTOR INCLUDING HIGHER EDUCATION, HISTORY AND CULTURE, ARTS, SOCIAL SERVICES, ENVIROMENTAL AND COMMUNITY DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B TDC'S FORM 990 IS PREPARED BY ITS OUTSIDE TAX ADVISORS. AFTER THE FORM 990 IS COMPLETE, IT IS REVIEWED BY THE PRESIDENT, TREASURER AND CHAIRPERSON AND IT IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS AS OF OCTOBER 23, 2009 REQUIRING ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION TO SIGN A DISCLOSURE FORM EACH YEAR REPORTING ANY CONFLICTS OF INTEREST. DIRECTORS AND OFFICERS COMPLETED A DISCLOSURE FORM AT THE DECEMBER 10, 2018 BOARD MEETING. WHENEVER A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST IN ANY MATTER COMING BEFORE THE BOARD OF DIRECTORS, THE AFFECTED PERSON SHALL A) FULLY DISCLOSE THE NATURE OF THE INTEREST AND B) WITHDRAW FROM THE DISCUSSION, LOBBYING AND VOTING ON THE MATTER. ANY TRANSACTION OR VOTE INVOLVING A POTENTIAL CONFLICT OF INTEREST SHALL BE APPROVED ONLY WHEN A MAJORITY OF DISINTERESTED DIRECTORS DETERMINE THAT IT IS IN THE BEST INTEREST OF THE CORPORATION TO DO SO. THE MINUTES OF THE MEETING AT WHICH SUCH VOTES ARE TAKEN SHALL RECORD SUCH DISCLOSURE. FOR PURPOSES OF THIS PROVISION, THE TERM "INTEREST" SHALL INCLUDE PERSONAL INTEREST, INTEREST AS DIRECTOR, OFFICER, MEMBER, STOCKHOLDER, PARTNER, MANAGER, TRUSTEE OR BENEFICIARY OF ANY CONCERN AND HAVING AN IMMEDIATE FAMILY MEMBER WHO HOLDS SUCH AN INTEREST IN ANY CONCERN. THE CLERK REVIEWS THE CONFLICT OF INTEREST DISCLOSURE TO DETERMINE IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, TDC WILL CONSIDER PROVIDING ELECTRONIC COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS TO REQUESTING PARTIES. FORM 990, PART VI, SECTION B, LINE 15A: THE BOARD OF DIRECTORS (EXCLUDING ITS OFFICERS) VOTE AND APPROVE ANY COMPENSATION INCREASE FOR THE PRESIDENT AND THE TREASURER. FORM 990, PART VI, SECTION B, LINE 15B: ALL OTHER EMPLOYEES AT TDC RECEIVE COMPENSATION INCREASES BASED ON A PERFORMANCE REVIEW CONDUCTED BY THE PRESIDENT OR TREASURER.