Civic Intelligence

Altshuller Institute for Triz Studies

990EZ • Fiscal year 2016 • EIN 04-3464339

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

100 Barber AvenueWorcester, MA 01606

(508) 799-6700

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

29th percentile

-9.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$20,220

Down $2,195 (-9.8%) from 2015

Net Assets

Down

$13,893

Down $984 (-6.6%) from 2015

Liabilities

Down

$6,327

Down $1,211 (-16%) from 2015

Revenue

Up

$29,921

Up $4,291 (+17%) from 2015

Expenses

Up

$30,905

Up $13,902 (+82%) from 2015

Net Income

Down

-$984

Down $9,611 (-111%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $29,595Liabilities 2010: $6,776Net Assets 2010: $22,8192010Assets 2011: $29,717Liabilities 2011: $3,476Net Assets 2011: $26,2412011Assets 2012: $16,849Liabilities 2012: $10,035Net Assets 2012: $6,8142012Assets 2013: $17,009Liabilities 2013: $9,477Net Assets 2013: $7,5322013Assets 2014: $18,068Liabilities 2014: $11,818Net Assets 2014: $6,2502014Assets 2015: $22,415Liabilities 2015: $7,538Net Assets 2015: $14,8772015Assets 2016: $20,220Liabilities 2016: $6,327Net Assets 2016: $13,8932016Assets 2017: $21,267Liabilities 2017: $5,827Net Assets 2017: $15,4402017Assets 2018: $19,050Liabilities 2018: $5,827Net Assets 2018: $13,2232018Assets 2019: $17,073Liabilities 2019: $6,827Net Assets 2019: $10,2462019Assets 2020: $17,394Liabilities 2020: $14,600Net Assets 2020: $2,7942020Assets 2021: $17,066Liabilities 2021: $14,600Net Assets 2021: $2,4662021Assets 2022: $16,048Liabilities 2022: $14,552Net Assets 2022: $1,4962022

Highlighted filing

2016

Assets$20,220
Liabilities$6,327
Net Assets$13,893

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $22,390Expenses 2010: $32,469Net Income 2010: -$10,0792010Revenue 2011: $20,875Expenses 2011: $17,458Net Income 2011: $3,4172011Revenue 2012: $3,440Expenses 2012: $22,863Net Income 2012: -$19,4232012Revenue 2013: $6,978Expenses 2013: $6,258Net Income 2013: $7202013Revenue 2014: $6,238Expenses 2014: $7,524Net Income 2014: -$1,2862014Revenue 2015: $25,630Expenses 2015: $17,003Net Income 2015: $8,6272015Revenue 2016: $29,921Expenses 2016: $30,905Net Income 2016: -$9842016Revenue 2017: $37,804Expenses 2017: $36,257Net Income 2017: $1,5472017Revenue 2018: $29,283Expenses 2018: $31,500Net Income 2018: -$2,2172018Revenue 2019: $20,977Expenses 2019: $23,955Net Income 2019: -$2,9782019Revenue 2020: $5,504Expenses 2020: $12,956Net Income 2020: -$7,4522020Revenue 2021: $2,492Expenses 2021: $2,820Net Income 2021: -$3282021Revenue 2022: $5,428Expenses 2022: $6,396Net Income 2022: -$9682022

Highlighted filing

2016

Revenue$29,921
Expenses$30,905
Net Income-$984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$31,785
Mission and Program Overview

Mission

The primary objective of the altshuller institute is the advancement of the theory of inventive problem solving (triz) and the allied arts and sciences, and maintenance of high professional standing among its members. The institute shall have the following purposes: to create, promote, and stimulate interest in the advancement and knowledge of the art and science or triz and its application. To promote unity, effectiveness of effort, and ethical professional conduct among those who are devoting themselves to the theory and practice of triz or the allied arts and sciences. To provide , through necessary and convenient facilities, for the holding of conferences, conventions, and other meetings of its members for the exchange of ideas and experiences in the development, applecation, and use of triz principles and the allied arts and sciences. To publish and distribute books, pamphlets, periodicals, literature, and other printed matter devoted to the theory and practice of triz and the all

Program Services

DescriptionGrantsExpenses
ANNUAL SYMPOSIUM AND CONFERENCE - THE ANNUAL CONFERENCE BRINGS TOGETHER RENOWNED TRIZ MASTERS, SPECIALISTS, PRACTITIONERS, AS WELL AS NEW MEMBERS FROM TECHNOLOGY AND INDUSTRY TO LEARN TRIZ AND SHARE KNOWLEDGE AND LASTEST DISCOVERIES IN THE FIELD.-$12,614
CERTIFICATION PROGRAM CERTIFICATION OF TRIZ WAS ENACTED BY GENRIKH ALTSHULLER AT THE FOUNDING OF THE ALTSHULLER INSTITUTE (AI). THE OBJECTIVES ARE: TO PROVIDE A SEAL OF QUALITY THAT WILL MAKE CONSUMERS OF VARIOUS TRIZ SERVICES FEEL CONFIDENT THAT THEY ARE DEALING WITH KNOWLEDGEABLE TRIZ PERSON. TO HELP ESTABLISH DEFINITIONS OF THE TRIZ KNOWLEDGE CONTENT, AS WELL AS THE SCOPE AND BOUNDARIES OF THAT CONTENT. TO PROVIDE RECOGNITION FOR TRIZ TRAINING CURRICULA THAT COMPLIES WITH THE HIGHEST STANDARDS OF CONTEMPORARY TRIZ EDUCATION.-$317
THE BOOKSTORE - THE BOOKSTORE SERVES AS A RESOURCE CENTER FOR TRIZ TRAINING, BODY OF KNOWLEDGE, CLASSIC WORKS BY GENRICH ALTSHULLER AND OTHER LEADING TRIZ MASTERS BOOKS AND PUBLICATIONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD LANGEVINTreasurer-$8,200-$8,200
IZAK BUKHMANPresident-$0--
POSITION VACANTSecretary-$0--
POSITION VACANTVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Altshuller Institute for
EIN
04-3464339
Phone
5087996700
Address
100 BARBER AVENUE, WORCESTER, MA 01606

Signing Officer

Name
Richard Langevin
Title
Treasurer
Phone
5087996700
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Jon Wm Ezickson CPA
Address
4 BERYL ROAD 1A, PAOLI, PA 19301-1702
Preparer
Jon Wm Ezickson CPA
Phone
6102969711
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conference advertising 99 marketing & promotion 747 office expense 432 miscellaneous office 428 travel & transportation 8,349 travel 582 certification program 317 conference expense 2,802 credit & collections 1,295 telephone & internet 2,015 bank charges 27 website maintenance 1,564 total 18,657

Form 990-ez, Part II, Line 24

Accounts receivable 4,666 2,648 inventories for sale or use 14,022 14,265 prepaid expenses and deferred charges 513 513 total 19,201 17,426

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,211 0 unsecured notes and loans payable 6,327 6,327

Form 990-ez, Part III

The primary objective of the altshuller institute is the advancement of the theory of inventive problem solving (triz) and the allied arts and sciences, and maintenance of high professional standing among its members. The institute shall have the following purposes: to create, promote, and stimulate interest in the advancement and knowledge of the art and science or triz and its application. To promote unity, effectiveness of effort, and ethical professional conduct among those who are devoting themselves to the theory and practice of triz or the allied arts and sciences. To provide , through necessary and convenient facilities, for the holding of conferences, conventions, and other meetings of its members for the exchange of ideas and experiences in the development, applecation, and use of triz principles and the allied arts and sciences. To publish and distribute books, pamphlets, periodicals, literature, and other printed matter devoted to the theory and practice of triz and the allied arts and sciences. The intentions of the institute are to facilitate triz research and development, translate triz materials, develop and export triz materials for children, and develop a triz certification program that will standardize proficiency levels.

Form 990-ez, Part III, Line 28

Annual symposium and conference - the annual conference brings together renowned triz masters, specialists, practitioners, as well as new members from technology and industry to learn triz and share knowledge and lastest discoveries in the field.

Form 990-ez, Part III, Line 29

The bookstore - the bookstore serves as a resource center for triz training, body of knowledge, classic works by genrich altshuller and other leading triz masters books and publications.

Form 990-ez, Part III, Line 30

Certification program certification of triz was enacted by genrikh altshuller at the founding of the altshuller institute (ai). The objectives are: to provide a seal of quality that will make consumers of various triz services feel confident that they are dealing with knowledgeable triz person. To help establish definitions of the triz knowledge content, as well as the scope and boundaries of that content. To provide recognition for triz training curricula that complies with the highest standards of contemporary triz education.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE BOOKSTORE - THE BOOKSTORE SERVES AS A RESOURCE CENTER FOR TRIZ TRAINING, BODY OF KNOWLEDGE, CLASSIC WORKS BY GENRICH ALTSHULLER AND OTHER LEADING TRIZ MASTERS BOOKS AND PUBLICATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CERTIFICATION PROGRAM CERTIFICATION OF TRIZ WAS ENACTED BY GENRIKH ALTSHULLER AT THE FOUNDING OF THE ALTSHULLER INSTITUTE (AI). THE OBJECTIVES ARE: TO PROVIDE A SEAL OF QUALITY THAT WILL MAKE CONSUMERS OF VARIOUS TRIZ SERVICES FEEL CONFIDENT THAT THEY ARE DEALING WITH KNOWLEDGEABLE TRIZ PERSON. TO HELP ESTABLISH DEFINITIONS OF THE TRIZ KNOWLEDGE CONTENT, AS WELL AS THE SCOPE AND BOUNDARIES OF THAT CONTENT. TO PROVIDE RECOGNITION FOR TRIZ TRAINING CURRICULA THAT COMPLIES WITH THE HIGHEST STANDARDS OF CONTEMPORARY TRIZ EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE ADVERTISING 99 MARKETING & PROMOTION 747 OFFICE EXPENSE 432 MISCELLANEOUS OFFICE 428 TRAVEL & TRANSPORTATION 8,349 TRAVEL 582 CERTIFICATION PROGRAM 317 CONFERENCE EXPENSE 2,802 CREDIT & COLLECTIONS 1,295 TELEPHONE & INTERNET 2,015 BANK CHARGES 27 WEBSITE MAINTENANCE 1,564 TOTAL 18,657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 4,666 2,648 INVENTORIES FOR SALE OR USE 14,022 14,265 PREPAID EXPENSES AND DEFERRED CHARGES 513 513 TOTAL 19,201 17,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,211 0 UNSECURED NOTES AND LOANS PAYABLE 6,327 6,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRIMARY OBJECTIVE OF THE ALTSHULLER INSTITUTE IS THE ADVANCEMENT OF THE THEORY OF INVENTIVE PROBLEM SOLVING (TRIZ) AND THE ALLIED ARTS AND SCIENCES, AND MAINTENANCE OF HIGH PROFESSIONAL STANDING AMONG ITS MEMBERS. THE INSTITUTE SHALL HAVE THE FOLLOWING PURPOSES: TO CREATE, PROMOTE, AND STIMULATE INTEREST IN THE ADVANCEMENT AND KNOWLEDGE OF THE ART AND SCIENCE OR TRIZ AND ITS APPLICATION. TO PROMOTE UNITY, EFFECTIVENESS OF EFFORT, AND ETHICAL PROFESSIONAL CONDUCT AMONG THOSE WHO ARE DEVOTING THEMSELVES TO THE THEORY AND PRACTICE OF TRIZ OR THE ALLIED ARTS AND SCIENCES. TO PROVIDE , THROUGH NECESSARY AND CONVENIENT FACILITIES, FOR THE HOLDING OF CONFERENCES, CONVENTIONS, AND OTHER MEETINGS OF ITS MEMBERS FOR THE EXCHANGE OF IDEAS AND EXPERIENCES IN THE DEVELOPMENT, APPLECATION, AND USE OF TRIZ PRINCIPLES AND THE ALLIED ARTS AND SCIENCES. TO PUBLISH AND DISTRIBUTE BOOKS, PAMPHLETS, PERIODICALS, LITERATURE, AND OTHER PRINTED MATTER DEVOTED TO THE THEORY AND PRACTICE OF TRIZ AND THE ALLIED ARTS AND SCIENCES. THE INTENTIONS OF THE INSTITUTE ARE TO FACILITATE TRIZ RESEARCH AND DEVELOPMENT, TRANSLATE TRIZ MATERIALS, DEVELOP AND EXPORT TRIZ MATERIALS FOR CHILDREN, AND DEVELOP A TRIZ CERTIFICATION PROGRAM THAT WILL STANDARDIZE PROFICIENCY LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL SYMPOSIUM AND CONFERENCE - THE ANNUAL CONFERENCE BRINGS TOGETHER RENOWNED TRIZ MASTERS, SPECIALISTS, PRACTITIONERS, AS WELL AS NEW MEMBERS FROM TECHNOLOGY AND INDUSTRY TO LEARN TRIZ AND SHARE KNOWLEDGE AND LASTEST DISCOVERIES IN THE FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOOKSTORE - THE BOOKSTORE SERVES AS A RESOURCE CENTER FOR TRIZ TRAINING, BODY OF KNOWLEDGE, CLASSIC WORKS BY GENRICH ALTSHULLER AND OTHER LEADING TRIZ MASTERS BOOKS AND PUBLICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CERTIFICATION PROGRAM CERTIFICATION OF TRIZ WAS ENACTED BY GENRIKH ALTSHULLER AT THE FOUNDING OF THE ALTSHULLER INSTITUTE (AI). THE OBJECTIVES ARE: TO PROVIDE A SEAL OF QUALITY THAT WILL MAKE CONSUMERS OF VARIOUS TRIZ SERVICES FEEL CONFIDENT THAT THEY ARE DEALING WITH KNOWLEDGEABLE TRIZ PERSON. TO HELP ESTABLISH DEFINITIONS OF THE TRIZ KNOWLEDGE CONTENT, AS WELL AS THE SCOPE AND BOUNDARIES OF THAT CONTENT. TO PROVIDE RECOGNITION FOR TRIZ TRAINING CURRICULA THAT COMPLIES WITH THE HIGHEST STANDARDS OF CONTEMPORARY TRIZ EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
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ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$16.0$14.6$1.50$5.43$6.40$0.97
2021Detailed filing. Detailed filing data is available for this year.$17.1$14.6$2.47$2.49$2.82$0.33
2020Detailed filing. Detailed filing data is available for this year.$17.4$14.6$2.79$5.50$13.0$7.45
2019Detailed filing. Detailed filing data is available for this year.$17.1$6.83$10.2$21.0$24.0$2.98
2018Detailed filing. Detailed filing data is available for this year.$19.1$5.83$13.2$29.3$31.5$2.22
2017Detailed filing. Detailed filing data is available for this year.$21.3$5.83$15.4$37.8$36.3$1.55
2016Detailed filing. Detailed filing data is available for this year.$20.2$6.33$13.9$29.9$30.9$0.98
2015Detailed filing. Detailed filing data is available for this year.$22.4$7.54$14.9$25.6$17.0$8.63
2014Detailed filing. Detailed filing data is available for this year.$18.1$11.8$6.25$6.24$7.52$1.29
2013Detailed filing. Detailed filing data is available for this year.$17.0$9.48$7.53$6.98$6.26$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$10.0$6.81$3.44$22.9$19.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$3.48$26.2$20.9$17.5$3.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$6.78$22.8$22.4$32.5$10.1