Nonprofit · EIN 46-4355039
TONIIC INSTITUTE
Tax-exempt · BEND, OR 97708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,586,904 | $3,160,545 | $426,359 | $2,906,326 | $583,648 | $2,322,678 |
| December 31, 2023 | 990 | $2,906,782 | $3,054,986 | -$148,204 | $2,687,795 | $791,476 | $1,896,319 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,057,586
- Membership dues
- $987,198
- Program service revenue
- $1,470,417
- Investment income
- $58,901
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $407,369
- Other salaries and wages
- $1,052,852
- Salaries, compensation and benefits (total)
- $1,618,322
- Professional fundraising fees
- $0
- Accounting fees
- $142,900
- Travel
- $69,344
- Program services (functional)
- $2,570,824
- Management and general (functional)
- $529,795
- Fundraising (functional)
- $59,926
Balance sheet and other
- Total assets, start of year
- $2,687,795
- Total assets, end of year
- $2,906,326
- Total liabilities, end of year
- $583,648
- Net assets, end of year
- $2,322,678
- Net assets without donor restrictions
- $1,645,382
- Net assets with donor restrictions
- $677,296
- Gross receipts
- $3,586,904
- Employees
- 13
- Volunteers
- 10
- Year formed
- 2013
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM BENDELL | PRESIDENT/CEO Trustee or director, Officer | 40 | $236,740 | $18,012 |
| DARIO GABRIELE PARZIALE | MANAGING DIRECTOR, PROGRAM & OPS Highest-paid employee | 40 | $160,000 | $12 |
| DIPTI PRATT | MANAGING DIRECTOR, GLOBAL MEMBERSHIP Highest-paid employee | 40 | $153,000 | $12 |
| SEAN CHIASSON | DIR. OF FINANCE & OPERATIONS Officer | 40 | $102,789 | $8,773 |
| DARA PARKER | CEO Officer | 40 | $40,269 | $785 |
| MICHAEL AU | BOARD CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| EULER BROPLEH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ALISON FORT | SECRETARY (THRU 9/2024) Trustee or director, Officer | 1 | $0 | $0 |
| SIMON PICKARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA MULLER | AUDIT COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| RUTH SHABER | GOVERNANCE CHAIRPERSON Trustee or director | 1 | $0 | $0 |
| HEDDA PAHLSON-MOLLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RODRIGO VILLAR ESQUIVEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELA BARONE SOARES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT PASKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM BENDELL | CEO & DIRECTOR Trustee or director, Officer | 40 | $234,582 | $20,060 |
| DARIO GABRIELE PARZIALE | MANAGING DIRECTOR, PROGRAMS & OPS Highest-paid employee | 40 | $147,500 | $6,113 |
| DIPTI PRATT | MANAGING DIRECTOR, GLOBAL MEMBERSHIP Highest-paid employee | 40 | $140,288 | $5,378 |
| JULIEN GAFAROU | INVSTMNT RESEARCH & PORTFOLIO MGR Highest-paid employee | 40 | $113,515 | $4,554 |
| SEAN CHIASSON | DIRECTOR OF FINANCE Officer | 40 | $93,351 | $13,196 |
| ROBYNN STEFFEN | CHAIR (THRU 07/23) Trustee or director, Officer | 2 | $0 | $0 |
| ALEXANDRA KORIJN | VICE CHAIR (THRU 03/23) Trustee or director, Officer | 1 | $0 | $0 |
| ALISON FORT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SIMON PICKARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA MULLER | AUDIT COMMITTEE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HEDDA PAHLSON-MOLLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUTH SHABER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT PATSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL AU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EULER BROPLEH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RODRIGO VILLAR ESQUIVEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6866, BEND, OR 97708-6866
- In care of
- % STEPHANIE COHN RUPP
- Mailing address (990-N for 2013)
- 901 Mission Street Suite 205, San Francisco CA 94103
- Principal officer (990 for 2024)
- ADAM BENDELL, PO BOX 6866, BEND, OR 97708
- Principal officer (990-N for 2013)
- Stephanie Cohn Rupp, 901 Mission Street Suite 205, San Francisco CA 94103
- Signed the 990
- SEAN CHIASSON, DIR. OF FINANCE & OPERATIONS
- Phone
- (415) 746-9925
- Return prepared by
- HOOD & STRONG LLP
Mission
TO EDUCATE, RESEARCH AND ADVOCATE IN THE FIELD OF IMPACT INVESTING; TO MAKE IMPACT INVESTING KNOWLEDGE ACCESSIBLE TO MEMBERS AND THE GENERAL PUBLIC IN ORDER TO SOLVE SOCIAL AND ENVIRONMENTAL CHALLENGES.
Program accomplishments
- MEMBER SERVICES: TONIIC IS A GLOBAL COMMUNITY OF PRIVATE ASSET OWNERS SEEKING TO STEWARD WEALTH AND USE INFLUENCE TO ENABLE A THRIVING WORLD. OUR MEMBERS MORE THAN 500 HIGH-NET-WEALTH INDIVIDUALS, FAMILY OFFICES, AND FOUNDATIONS FROM MORE THAN 25 COUNTRIES ARE ACTIVE IMPACT INVESTORS AND PHILANTHROPISTS FOR WHOM TONIIC PROVIDES A VIBRANT COMMUNITY WITH EDUCATION, INVESTMENT OPPORTUNITIES, IMPACT SUPPORT, AND EVENTS. TONIIC ALSO BUILDS THE FIELD OF IMPACT INVESTING, LEADING BY EXAMPLE TO MOVE MONEY AND MINDSETS. IN 2024, WE WELCOMED 46 NEW MEMBER ACCOUNTS FROM 15 COUNTRIES TO OUR VIBRANT NETWORK. WE PROVIDED 171 VIRTUAL AND 62 IN-PERSON EVENTS, WHERE OUR MEMBERS LEARNED FROM EACH OTHER AND CONNECTED ON SHARED IMPACT GOALS. ONE OF THESE EVENTS WAS OUR ANNUAL GLOBAL GATHERING IN SOUTH AFRICA. HOSTED IN CAPE TOWN, THIS GATHERING WAS CENTERED ON THE PROFOUND BELIEF THAT IMPACT CHANGE IS DRIVEN BY LEADERSHIP BY EXAMPLE. WE ALSO HOSTED TWO REGIONAL GATHERINGS ACROSS NORTH AMERICA AND EUROPE, FOSTERING COMMUNITY AND COLLABORATION AT A GLOBAL LEVEL. IN TOTAL, THESE GATHERINGS INVOLVED 2,700 ATTENDEES.Expenses $2,241,697 · revenue $1,470,417
- T100: T100 IS TONIIC'S LONGITUDINAL STUDY OF THE PRACTICES AND PORTFOLIOS OF COMMITTED IMPACT INVESTORS. THE T100 PROJECT AIMS TO CONTRIBUTE TO A NEW PARADIGM OF THE FINANCIAL SYSTEM THAT PRIORITIZES SOCIAL AND ENVIRONMENTAL IMPACTS ALONGSIDE FINANCIAL RETURNS. MANY TRADITIONAL INVESTORS AND ADVISORS SEE IMPACT INVESTING AS FRINGE OR NICHE, DISGUISED PHILANTHROPY, OR LACKING IN RIGOR. T100 PROVES OTHERWISE. IT GIVES IMPACT INVESTORS THE EVIDENCE, INSPIRATION, AND TOOLS THEY NEED TO GET STARTED.IN 2024, THE T100 TEAM HAS ACCOMPLISHED A MULTI-YEAR GOAL OF DOCUMENTING MORE THAN 100 IMPACT INVESTORS' PORTFOLIOS THROUGH OUR PLATFORM TRACER. A REPORT WILL BE PUBLISHED IN 2025 TO DESCRIBE THE INSIGHTS ON IMPACT PORTFOLIO CONSTRUCTION OPTIMIZED FOR IMPACT OUTCOMES, RETURNS, AND LIQUIDITY.Expenses $207,821
- IMPACT TERMS: IMPACT TERMS OFFERS A CURATED LIBRARY OF INNOVATIONS IN IMPACT INVESTING TERMS AND STRUCTURES FREELY AVAILABLE TO ENTREPRENEURS, INVESTORS, AND IMPACT PROFESSIONALS. IN 2024, WE EXECUTED A RESEARCH PROJECT FOCUSED ON STRUCTURING REVENUE-BASED FINANCING INVESTMENTS WORLDWIDE BY HIGHLIGHTING SPECIFIC INVESTMENT STRUCTURES USED IN DIFFERENT COUNTRIES. CATALYTIC CAPITAL: IN 2024, TONIIC LAUNCHED AN OPEN SOURCE CATALYTIC CAPITAL DATABASE, TRACKING WHERE CATALYTIC CAPITAL IS FLOWING, HOW DEALS ARE STRUCTURED, WHAT GAPS CATALYTIC CAPITAL ADDRESSES, AND WHO THE MAIN INVESTORS ARE.Expenses $121,306
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4355039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T05)
- Assets (IRS master file)
- $2,906,326
- Income (IRS master file)
- $3,586,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,586,904 | $3,160,545 | $2,906,326 | XML |
| 990 | December 2023 | $2,906,782 | $3,054,986 | $2,687,795 | XML |
| 990 | December 2022 | $3,361,131 | $2,842,437 | $2,483,628 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2013 Officer: Stephanie Cohn Rupp | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4355039).
Questions about TONIIC INSTITUTE
- What is the EIN of TONIIC INSTITUTE?
- The employer identification number (EIN) of TONIIC INSTITUTE is 46-4355039.
- Is TONIIC INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to TONIIC INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TONIIC INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TONIIC INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TONIIC INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TONIIC INSTITUTE?
- The 990 for the year ended December 31, 2024 names ADAM BENDELL.
- Who are the officers and directors of TONIIC INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 15 people; 5 received compensation from the organization, the highest $236,740 (ADAM BENDELL, PRESIDENT/CEO).
- How much revenue does TONIIC INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,586,904, expenses of $3,160,545 and total assets of $2,906,326 at year end.
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