Civic Intelligence

Toc for Education Inc Co Bonadio & Co LLP

990EZ • Fiscal year 2014 • EIN 06-1427577

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileN/A
100 Corporate Parkway No 200Amherst, NY 14226

(716) 250-6600

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$33,516

Down $657 (-1.9%) from 2013

Net Assets

Down

$33,516

Down $657 (-1.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin35th percentile

Revenue

Down

$30,595

Down $13,273 (-30%) from 2013

Expenses

Down

$31,252

Down $15,159 (-33%) from 2013

Net Income

Up

-$657

Up $1,886 (+74%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60K$40K$20K$0Assets 2010: $16,285Liabilities 2010: $02010Assets 2011: $19,618Liabilities 2011: $0Net Assets 2011: $19,6182011Assets 2012: $36,716Liabilities 2012: $0Net Assets 2012: $36,7162012Assets 2013: $34,173Liabilities 2013: $0Net Assets 2013: $34,1732013Assets 2014: $33,516Liabilities 2014: $0Net Assets 2014: $33,5162014Assets 2015: $28,260Liabilities 2015: $0Net Assets 2015: $28,2602015Assets 2016: $41,043Liabilities 2016: $0Net Assets 2016: $41,0432016Assets 2017: $23,270Liabilities 2017: $0Net Assets 2017: $23,2702017

Highlighted filing

2014

Assets$33,516
Liabilities$0
Net Assets$33,516
Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $24,721Expenses 2010: $26,251Net Income 2010: -$1,5302010Revenue 2011: $36,187Expenses 2011: $32,854Net Income 2011: $3,3332011Revenue 2012: $29,284Expenses 2012: $12,186Net Income 2012: $17,0982012Revenue 2013: $43,868Expenses 2013: $46,411Net Income 2013: -$2,5432013Revenue 2014: $30,595Expenses 2014: $31,252Net Income 2014: -$6572014Revenue 2015: $24,051Expenses 2015: $29,307Net Income 2015: -$5,2562015Revenue 2016: $26,838Expenses 2016: $14,055Net Income 2016: $12,7832016Revenue 2017: $24,623Expenses 2017: $42,396Net Income 2017: -$17,7732017

Highlighted filing

2014

Revenue$30,595
Expenses$31,252
Net Income-$657
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$30,595
Mission and Program Overview

Mission

The activities of the organization will be to provide the theories of constraints to educational institutes, secondary schools, and students at large. The provision of the theories will be done as an effort to enhance the learning function at the institutions of education. The dissemination of the applicable theories will be made mostly through seminars and indiviual contact and presentations.

Program Services

DescriptionGrantsExpenses
EXPENSES WERE INCURRED FOR THE INSTRUCTION OF THE INSTITUTES, STUDENTS AND SECONDARY SCHOOLS ON THE THEORIES OF CONSTRAINTS.$0$21,193
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY SUERKENPresident-$0--
ROCCO SURACESecretary/Treasurer-$0--
RAMI GOLDRATTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Toc for Education Inc Co Bonadio & Co Llp
EIN
06-1427577
Phone
7162506600
Address
100 CORPORATE PARKWAY NO 200, AMHERST, NY 14226

Signing Officer

Name
Rocco Surace
Title
Secretary/treasurer
Phone
7162506600
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PKWY STE 200, AMHERST, NY 14226
Preparer
Scott T Jordan
Phone
7162506600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous revenue. Amount: 1,000. Description: license revenue . Amount: 5,445. Total to form 990-ez, line 8: 6,445.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 462. Description: conference expenses. Amount: 21,193. Description: web development. Amount: 1,120. Description: office expense. Amount: 306. Total to form 990-ez, line 16: 23,081.”

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROCCO SURACE
IRS990EZ/BooksInCareOfDetail/PhoneNum07162506600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CORPORATE PARKWAY SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033516
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024150
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-657
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033516
IRS990EZ/GrossReceiptsAmt030595
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034173
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033516
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY SUERKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCCO SURACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAMI GOLDRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023081
IRS990EZ/OtherRevenueTotalAmt06445
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ACTIVITIES OF THE ORGANIZATION WILL BE TO PROVIDE THE THEORIES OF CONSTRAINTS TO EDUCATIONAL INSTITUTES, SECONDARY SCHOOLS, AND STUDENTS AT LARGE. THE PROVISION OF THE THEORIES WILL BE DONE AS AN EFFORT TO ENHANCE THE LEARNING FUNCTION AT THE INSTITUTIONS OF EDUCATION. THE DISSEMINATION OF THE APPLICABLE THEORIES WILL BE MADE MOSTLY THROUGH SEMINARS AND INDIVIUAL CONTACT AND PRESENTATIONS.
IRS990EZ/PrintingPublicationsPostageAmt08171
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES WERE INCURRED FOR THE INSTRUCTION OF THE INSTITUTES, STUDENTS AND SECONDARY SCHOOLS ON THE THEORIES OF CONSTRAINTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021193
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031252
IRS990EZ/TotalProgramServiceExpensesAmt021193
IRS990EZ/TotalRevenueAmt030595
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION HAS MAINTAINED A BONAFIDE PROGRAM FOR THE SOLICIATION OF FUNDS FROM THE GENERAL PUBLIC. THE PUBLIC SUPPORT PERCENTAGE HAS ALWAYS MET THE 10% TEST AS THE ORGANIZATION CONTINUES TO SOLICIT ADDITIONAL DONATIONS FROM THE PUBLIC. THE GOVERNING BODY OF THE ORGANIZATION INCLUDES PERSONS HAVING SPECIAL EXPERTISE IN THE THEORIES OF CONSTRAINTS. THE ORGANIZATIONS UTILIZES THIS EXPERTISE TO PROVIDE EDUCATION ON THIS TOPIC TO STUDENTS FROM AROUND THE WORLD. THE ACTIVITIES OF ORGANIZATION ARE LIKELY TO APPEAL TO STUDENTS AND OTHERS TO WHICH THE THEORIES OF CONSTRAINTS MAY APPLY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135641
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02962
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05484
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01487
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01249
IRS990ScheduleA/OtherIncome170Grp/TotalAmt026067
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14970
IRS990ScheduleA/PublicSupportPY170Pct00.18850
IRS990ScheduleA/PublicSupportTotal170Amt024201
IRS990ScheduleA/SubstantialContributorsTotAmt0111440
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020510
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135641
IRS990ScheduleA/TotalSupportAmt0161708
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 1,000. DESCRIPTION: LICENSE REVENUE . AMOUNT: 5,445. TOTAL TO FORM 990-EZ, LINE 8: 6,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 462. DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 21,193. DESCRIPTION: WEB DEVELOPMENT. AMOUNT: 1,120. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 306. TOTAL TO FORM 990-EZ, LINE 16: 23,081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCCO SURACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07162506600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOC FOR EDUCATION INC CO BONADIO & CO LLP
ReturnHeader/Filer/BusinessNameControlTxt0TOCF
ReturnHeader/Filer/EIN0061427577
ReturnHeader/Filer/PhoneNum07162506600
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CORPORATE PARKWAY NO 200
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CORPORATE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014226
ReturnHeader/PreparerPersonGrp/PhoneNum07162506600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T JORDAN
ReturnHeader/ReturnTs02015-11-16T09:11:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,516
Liabilities
$0
Net assets
$33,516
Revenue
$30,595
Expenses
$31,252
Net income
-$657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$24.6$42.4$17.8
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$41.0$0.00$41.0$26.8$14.1$12.8
2015Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$24.1$29.3$5.26
2014Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$30.6$31.3$0.66
2013Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$43.9$46.4$2.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$0.00$36.7$29.3$12.2$17.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.00$19.6$36.2$32.9$3.33
2010Summary only. Only limited summary data is available for this year.$16.3$0.00$24.7$26.3$1.53