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Toniic Institute

EIN 46-4355039 · Bend, OR

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood89 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$3.6 million
Spending
$3.2 million
Spent on programs
81%
Reserves
6.2 months of spending
Largest source of income
donations and private grants, 57%
Employees
13
Volunteers
10
Highest pay
$254,752, president/ceo

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 89 out of 100. Higher than 62% of charities in its peer group (philanthropy, $1m to $10m).

  • Reserves

    28 of 35

    Spendable reserves would cover 6.2 months of spending.

  • Debt

    16 of 20

    It owes 20% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 12% of income.

  • Income trend

    15 of 15

    Income rose 23% on the year before.

  • Spending floor

    15 of 15

    81% of spending went to programs and raising each dollar of donations cost 3 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 65% of charities in its peer group (philanthropy, $1m to $10m).

  • Independent board

    25 of 25

    9 of 10 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $2.2 million spent. 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.
  2. $207,821 spent. 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.
  3. $121,306 spent. 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.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 2015.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.