Civic Intelligence

Tau Omega Charitable Trust Fund

990EZ • Fiscal year 2017 • EIN 23-7003087

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

157-10 Riverside DriveNew York, NY 10032

(718) 443-7087

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$108,558

Up $2,194 (+2.1%) from 2016

Net Assets

Up

$108,558

Up $2,194 (+2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$29,751

Down $12,276 (-29%) from 2016

Expenses

Up

$27,557

Up $45 (+0.2%) from 2016

Net Income

Down

$2,194

Down $12,321 (-85%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$108,558
Liabilities$0
Net Assets$108,558

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$29,751
Expenses$27,557
Net Income$2,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$56,358
Mission and Program Overview

Mission

NON PROFIT SERVICE

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP STUDENT AWARDSLIFE WORKSHOP 101-$14,366
Contributions to Comm Organ Ctral Harlem Senior Ctz CtrEAFGHIHouseJMJS UNCFHOJ Deaf ClubAfricareIn The Spirit of ChldnProjHarHwCTRHdgrpSMMM JS SchomburgCherry Kids-$5,450
PROGRAMS AscendThink HBCUMental HealthFiscal Responsibility prog1908Playground ProjHarlem Little LeagueMisc UnfundedNurs home visit XmasBingo and SIPUNA USA Global Proj-$4,895
Other program services-$270
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSALYN GRAVES WILSONChairman-$0--
CHARLENE SKIPWITH LUKESecretary-$0--
WENDY P MALLIETTreasurer-$0--
SYBIL J ALEXANDERParliamentarian-$0--
JACQUELINE THOMASFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
90th Anniver----
Filing and Contact Details

Filer

Filer Name
Tau Omega Charitable Trust Fund
EIN
23-7003087
Address
157-10 RIVERSIDE DRIVE, New York, NY 10032

Signing Officer

Name
Wendy P Malliet
Title
Treasurer
Phone
7184437087
Signed
2018-05-03
Discuss with paid preparer
Yes

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 AmountMiscellaneous Income 37Hold for transfer to Tau Omega 30

Description of other expenses Part I line 16

Description AmountINSURANCE 1,363STUDENT AWARDS 14,000CENTRAL HARLEM SENIOR CITIZEN CTR 500EDUCATIONAL ADVANCEMENT FUND 1,800GREEN HOPE 200IRIS HOUSE 500J MALLORY JACKSON SCHOLARSHIP 100UNCF 250HOUSE OF JUSTICE DEAF CLUB 150AFRICARE 100IN THE SPIRIT OF CHILDREN 250PROJ HARMONY/HARLEM WELLNESS CTR 500HARLEM DANCE GROUP 250JUNIOR SCHOLARS-SCHOMBURG 250STUDIO MUSEUM 250METROPOLITAN MUSEUM 250ASCEND 377THINK HBCU 1,200MENTAL HEALTH 96HARLEM LITTLE LEAGUE 1,480BINGO AND SPADES WRAPS 250UNA USA GLOBAL PROJECT 275NURSING HOME VISIT @ XMAS 85FISCAL RESPONSIBILITY PROGRAMS 601908 PLAYGROUND PROJECT 72LIFE WORKSHOP 101 366CHERRY KIDS 100MISCELLANEOUS UNFUNDED 1,000TRANSFER TO TAU OMEGA 270

Other program services Part III line 31

Transfer to tau omega 270

Raw XML Appendix170 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.

Path#Value
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt026344
IRS990EZ/OtherRevenueTotalAmt067
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT SERVICE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Contributions to Comm Organ Ctral Harlem Senior Ctz CtrEAFGHIHouseJMJS UNCFHOJ Deaf ClubAfricareIn The Spirit of ChldnProjHarHwCTRHdgrpSMMM JS SchomburgCherry Kids
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042753
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm090TH ANNIVER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Income 37Hold for transfer to Tau Omega 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 1,363STUDENT AWARDS 14,000CENTRAL HARLEM SENIOR CITIZEN CTR 500EDUCATIONAL ADVANCEMENT FUND 1,800GREEN HOPE 200IRIS HOUSE 500J MALLORY JACKSON SCHOLARSHIP 100UNCF 250HOUSE OF JUSTICE DEAF CLUB 150AFRICARE 100IN THE SPIRIT OF CHILDREN 250PROJ HARMONY/HARLEM WELLNESS CTR 500HARLEM DANCE GROUP 250JUNIOR SCHOLARS-SCHOMBURG 250STUDIO MUSEUM 250METROPOLITAN MUSEUM 250ASCEND 377THINK HBCU 1,200MENTAL HEALTH 96HARLEM LITTLE LEAGUE 1,480BINGO AND SPADES WRAPS 250UNA USA GLOBAL PROJECT 275NURSING HOME VISIT @ XMAS 85FISCAL RESPONSIBILITY PROGRAMS 601908 PLAYGROUND PROJECT 72LIFE WORKSHOP 101 366CHERRY KIDS 100MISCELLANEOUS UNFUNDED 1,000TRANSFER TO TAU OMEGA 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO TAU OMEGA 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/ReturnTs02018-05-13T09:38:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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