TONIIC INSTITUTE (EIN 464355039) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

ADAM BENDELL

Phone

4157469925

Tax Period

2024-01-01 to 2024-12-31

TONIIC INSTITUTE, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 12% surplus.

Mission

TO EDUCATE, RESEARCH, ADVOCATE AND PROVIDE OPPORTUNITIES IN THE FIELD OF IMPACT INVESTING.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,057,586

Program Service Revenue $1,470,417

Investment Income $58,901

Other Revenue $0

TOTAL REVENUE $3,586,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,618,322

Fundraising Expenses $59,926

Program Expenses $2,570,824

Other Expenses $1,542,223

TOTAL EXPENSES $3,160,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,586,904	$2,906,782	+0.2%
Expenses	$3,160,545	$3,054,986	+0.0%
Net Income	$426,359	$-148,204	-3.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$407,368

Total Directors

$254,752

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BENDELL	PRESIDENT/CEO	40.00	Officer Director	$236,740	$18,012	$254,752
MICHAEL AU	BOARD CHAIRPERSON	1.00	Officer Director	$0	$0	$0
EULER BROPLEH	SECRETARY	1.00	Officer Director	$0	$0	$0
ALISON FORT	SECRETARY (THRU 9/2024)	1.00	Officer Director	$0	$0	$0
SIMON PICKARD	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA MULLER	AUDIT COMMITTEE CHAIR	1.00	Director	$0	$0	$0
RUTH SHABER	GOVERNANCE CHAIRPERSON	1.00	Director	$0	$0	$0
HEDDA PAHLSON-MOLLER	DIRECTOR	1.00	Director	$0	$0	$0
RODRIGO VILLAR ESQUIVEL	DIRECTOR	1.00	Director	$0	$0	$0
DANIELA BARONE SOARES	DIRECTOR	1.00	Director	$0	$0	$0
MATT PASKY	DIRECTOR	1.00	Director	$0	$0	$0
SEAN CHIASSON	DIR. OF FINANCE & OPERATIONS	40.00	Officer	$102,789	$8,773	$111,562
DARA PARKER	CEO	40.00	Officer	$40,269	$785	$41,054
DARIO GABRIELE PARZIALE	MANAGING DIRECTOR, PROGRAM & OPS	40.00	Highest	$160,000	$12	$160,012
DIPTI PRATT	MANAGING DIRECTOR, GLOBAL MEMBERSHIP	40.00	Highest	$153,000	$12	$153,012

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	$3,586,904	$3,160,545	$2,906,326	$426,359
2023	$2,906,782	$3,054,986	$2,687,795	$-148,204
2022	$3,361,131	$2,842,437	$2,483,628	$518,694
2021	$2,868,693	$2,769,846	$2,385,414	$98,847
2020	$2,750,882	$2,791,176	$2,080,977	$-40,294
2019	$3,101,765	$2,658,049	$1,817,632	$443,716
2018	$2,708,503	$2,149,980	$1,443,000	$558,523
2017	$1,978,015	$1,479,378	$1,644,237	$498,637

TONIIC INSTITUTE