Civic Intelligence

Toni L Ross Charitable Tr

990PF • Fiscal year 2021 • EIN 81-6495585

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

CO Tag Assoc 810 Seventh Ave 7flNew York, NY 10019

(212) 275-1500

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

99%

Higher net margin than 96% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

97th percentile

491%

Faster asset growth than 97% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$2,759,809

Up $2,293,218 (+491%) from 2020

Net Assets

Up

$2,759,809

Up $2,293,218 (+491%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Up

$2,249,618

Up $2,316,542 (+3461%) from 2020

Expenses

Down

$14,136

Down $24,000 (-63%) from 2020

Net Income

Up

$2,235,482

Up $2,340,542 (+2228%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $3,490Liabilities 2016: $0Net Assets 2016: $3,4902016Assets 2017: $622,895Liabilities 2017: $0Net Assets 2017: $622,8952017Assets 2018: $586,952Liabilities 2018: $0Net Assets 2018: $586,9522018Assets 2019: $574,146Liabilities 2019: $1Net Assets 2019: $574,1462019Assets 2020: $466,591Liabilities 2020: $1Net Assets 2020: $466,5912020Assets 2021: $2,759,809Liabilities 2021: $0Net Assets 2021: $2,759,8092021Assets 2022: $2,604,041Liabilities 2022: $1Net Assets 2022: $2,604,0412022Assets 2023: $2,981,628Liabilities 2023: $1Net Assets 2023: $2,981,6282023Assets 2024: $3,057,619Liabilities 2024: $25,874Net Assets 2024: $3,031,7452024

Highlighted filing

2021

Assets$2,759,809
Liabilities$0
Net Assets$2,759,809

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $10,000Expenses 2016: $6,510Net Income 2016: $3,4902016Revenue 2017: $939,707Expenses 2017: $40,494Net Income 2017: $899,2132017Revenue 2018: $11,885Expenses 2018: $47,828Net Income 2018: -$35,9432018Revenue 2019: $15,471Expenses 2019: $28,313Net Income 2019: -$12,8422019Revenue 2020: -$66,924Expenses 2020: $38,136Net Income 2020: -$105,0602020Revenue 2021: $2,249,618Expenses 2021: $14,136Net Income 2021: $2,235,4822021Revenue 2022: -$55,577Expenses 2022: $94,244Net Income 2022: -$149,8212022Revenue 2023: $415,839Expenses 2023: $44,518Net Income 2023: $371,3212023Revenue 2024: $152,335Expenses 2024: $101,107Net Income 2024: $51,2282024

Highlighted filing

2021

Revenue$2,249,618
Expenses$14,136
Net Income$2,235,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI L ROSSTrustee-$0--
NOAH M SALAWAYTrustee-$0--
SARA SALAWAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Toni L Ross Charitable Trust
EIN
81-6495585
Phone
2122751500
Address
CO TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019

Signing Officer

Name
Toni L Ross
Title
Trustee
Phone
2122751500
Signed
2022-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Tag Associates LLC
Address
810 SEVENTH AVENUE 7TH FLOOR, NEW YORK, NY 10019
Preparer
Judith Coan Balsan
Phone
2122751500
Raw XML AppendixShowing 400 of 425 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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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0810 SEVENTH AVENUE 7TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010019
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAG ASSOCIATES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122751500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TONI L ROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOMB MAGAZINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIVER CHILDREN'S FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt080 HANSON PL 703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1519 8TH AVE 24 FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2570 TAXTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELMSFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210523
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt010000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017466
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012401
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039054
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052471
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CAROL MASLOW TR UWO DTD 02022014
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1CAROL MASLOW TR UWO DTD 02022014
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0219 W 81 ST APT 10D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1219 W 81 ST APT 10D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010024
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110024
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01513598
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1750000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01513598
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLIC TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0218
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11338
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2203
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt3294
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt4686
LandEtcSchedule2/LandEtcGrp/BookValueAmt0368
LandEtcSchedule2/LandEtcGrp/BookValueAmt12372
LandEtcSchedule2/LandEtcGrp/BookValueAmt2475
LandEtcSchedule2/LandEtcGrp/BookValueAmt3646
LandEtcSchedule2/LandEtcGrp/BookValueAmt41445
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0586
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt13710
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2678
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3940
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt42131
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DISTRIBUTION RECEIVABLE - COHEN & STEERS MLP INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100753
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100753
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1536
OtherIncreasesSchedule/OtherIncreasesDetail/Amt048221
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12458
OtherIncreasesSchedule/OtherIncreasesDetail/Amt27057
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CASH LIQUIDATION DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2RETURN OF CAPITAL
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0CAROL MASLOW TR UWO DTD 02022014
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0219 W 81 ST APT 10D
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010024
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TONI L ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE

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