Civic Intelligence

Tau Omega Charitable Trust Fund

EIN 23-7003087 • 501(c)3 • New York, NY

Profile

NON PROFIT SERVICE

2214 Frederick Douglas Blvd Ste 250New York, NY 10026
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$307,552

Up $9,150 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$307,552

Up $9,150 (+3.1%) from 2023

Revenue

Down

$63,075

Down $12,628 (-17%) from 2023

Expenses

Up

$53,925

Up $10,294 (+24%) from 2023

Net Income

Down

$9,150

Down $22,922 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $68,704Net Assets 2011: $68,7042011Assets 2012: $62,359Net Assets 2012: $62,3592012Assets 2013: $66,310Liabilities 2013: $0Net Assets 2013: $66,3102013Assets 2014: $71,368Liabilities 2014: $0Net Assets 2014: $71,3682014Assets 2015: $91,849Liabilities 2015: $0Net Assets 2015: $91,8492015Assets 2016: $106,364Liabilities 2016: $0Net Assets 2016: $106,3642016Assets 2017: $108,558Liabilities 2017: $0Net Assets 2017: $108,5582017Assets 2018: $134,723Liabilities 2018: $0Net Assets 2018: $134,7232018Assets 2019: $209,462Liabilities 2019: $0Net Assets 2019: $209,4622019Assets 2020: $200,540Liabilities 2020: $0Net Assets 2020: $200,5402020Assets 2021: $236,935Liabilities 2021: $0Net Assets 2021: $236,9352021Assets 2022: $266,330Liabilities 2022: $0Net Assets 2022: $266,3302022Assets 2023: $298,402Liabilities 2023: $0Net Assets 2023: $298,4022023Assets 2024: $307,552Liabilities 2024: $0Net Assets 2024: $307,5522024

Highlighted filing

2024

Assets$307,552
Liabilities$0
Net Assets$307,552

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $47,466Expenses 2011: $50,877Net Income 2011: -$3,4112011Revenue 2012: $25,295Expenses 2012: $31,640Net Income 2012: -$6,3452012Revenue 2013: $39,307Expenses 2013: $35,356Net Income 2013: $3,9512013Revenue 2014: $30,252Expenses 2014: $25,194Net Income 2014: $5,0582014Revenue 2015: $42,753Expenses 2015: $22,272Net Income 2015: $20,4812015Revenue 2016: $42,027Expenses 2016: $27,512Net Income 2016: $14,5152016Revenue 2017: $29,751Expenses 2017: $27,557Net Income 2017: $2,1942017Revenue 2018: $83,956Expenses 2018: $57,791Net Income 2018: $26,1652018Revenue 2019: $100,520Expenses 2019: $25,781Net Income 2019: $74,7392019Revenue 2020: $26,500Expenses 2020: $35,422Net Income 2020: -$8,9222020Revenue 2021: $71,089Expenses 2021: $34,694Net Income 2021: $36,3952021Revenue 2022: $36,777Expenses 2022: $7,382Net Income 2022: $29,3952022Revenue 2023: $75,703Expenses 2023: $43,631Net Income 2023: $32,0722023Revenue 2024: $63,075Expenses 2024: $53,925Net Income 2024: $9,1502024

Highlighted filing

2024

Revenue$63,075
Expenses$53,925
Net Income$9,150

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.63$0.54$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.76$0.44$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.37$0.07$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.71$0.35$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.27$0.35$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.01$0.26$0.75
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.84$0.58$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.30$0.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.42$0.28$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.43$0.22$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.30$0.25$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.39$0.35$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$0.25$0.32$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$0.47$0.51$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$63,075
Mission and Program Overview

Mission

NON PROFIT SERVICE

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP FULL, FUNDEDSPECIFIC ASSIST TO INDIVIDUALS, ENDOWED SCHOLARSHIPS-$27,500
Ed Adv Fund, Ivy Rose Foundation, JR Scholars Schomburg, Phil Ramone, Endow HF CollegeDance Theatre of Harlem, Mosaic Prep Academy, Grandmas Pl Library Project-$10,338
College Fair, CHIPS, Unfunded-Misc,Tuesday Reception expense-$4,788
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY MALLIETChairman-$0--
LISA PENZELLNASecretary-$0--
JACQUELINE P THOMASTreasurer-$0--
SYLVIA Y SANDRIDGEParliamentarian-$0--
KIMBERLY SINGLETONFinancial Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Tau Omega Charitable Trust Fund Inc
EIN
23-7003087
In Care Of
% WENDY P MALLIET
Phone
7184437087
Address
2214 FREDERICK DOUGLAS BLVD STE 250, New York, NY 10026

Signing Officer

Name
Wendy P Malliet
Title
Chairman
Phone
7184437087
Signed
2025-04-30
Discuss with paid preparer
No

Preparer

Firm
DCC Tax Service
Address
560 W 149th Street Apt 5E, New York, NY 10031
Preparer
Deborah C Cruse
Phone
2122811070
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountEndowment Income 3,270Centennial Fund 100Individual Business Contributions 5,450

Description of other expenses Part I line 16

Description AmountConsult content prep-GRANT 2,800Consult Wrkshop presentation-GRANT 3,525Website Maintenance-GRANT 1,316Video Script Prep-GRANT 900Video Filming and Video Edit-GRANT 3,443Outreach Services 200Misc Expense-GRANT 42Talent for Videos-GRANT 300Mkting and Advertisement-GRANT 2,350Social Media content creator-GRANT 2,875Endowed scholarship 1,000Specific Assist to Individuals 1,500Educational Advancement Fund 1,000Ivy Rose 200Junior Scholars Schomburg 500Phil Ramone Youth Orchestra 1,000Endowment Helene Fuld College 5,000Dance Theatre of Harlem 1,000Mosaic Preparatory Academy 500Grandmas Place Library Project 1,138College Fair 1,169Unfunded Miscellaneous 270Technology 1,230Bank Fees 12Misc Administration 439Insurance Liability D and O 1,838Insurance bonding 528Membership and Dues 300Chips 1,641Giving Tuesday Reception Exp 1,708Scholarship full 11,500Scholarships Funded 1,000

Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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