Civic Intelligence

Toc for Education C/O Bonadio & Co LLP

990EZ • Fiscal year 2017 • EIN 06-1427577

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

54th 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

54th 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

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

35th percentile

-8.3%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$23,270

Down $17,773 (-43%) from 2016

Net Assets

Down

$23,270

Down $17,773 (-43%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin6th percentile

Revenue

Down

$24,623

Down $2,215 (-8.3%) from 2016

Expenses

Up

$42,396

Up $28,341 (+202%) from 2016

Net Income

Down

-$17,773

Down $30,556 (-239%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$23,270
Liabilities$0
Net Assets$23,270
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$24,623
Expenses$42,396
Net Income-$17,773
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$24,623
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$25,754
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
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
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PARKWAY, AMHERST, NY 14226
Preparer
Thomas Landers
Phone
7162506600
Supplemental Narrative

Additional Explanations

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

“Description: miscellaneous revenue. Amount: 1,275. Description: license revenue. Amount: 2,350. Description: conference fees. Amount: 750. Total to form 990-ez, line 8: 4,375.”

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

“Description: bank charges. Amount: 805. Description: conference expenses. Amount: 25,755. Description: web development. Amount: 793. Description: office expense. Amount: 653. Description: travel expense. Amount: 12,362. Description: research & teaching fees. Amount: 1,500. Description: telephone expense. Amount: 146. Total to form 990-ez, line 16: 42,014.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from paypal. Beg. Of year amount: 0. End of year amount: 1,492.”

Raw XML Appendix154 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/BOYAmt041043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021778
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt020248
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17773
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023270
IRS990EZ/GrossReceiptsAmt024623
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023270
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023270
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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01492
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042014
IRS990EZ/OtherRevenueTotalAmt04375
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/PrintingPublicationsPostageAmt0382
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/ProgramServiceExpensesAmt025754
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/TotalExpensesAmt042396
IRS990EZ/TotalProgramServiceExpensesAmt025754
IRS990EZ/TotalRevenueAmt024623
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 ORGANIZATION UTILIZES THIS EXPERTISE TO PROVIDE EDUCATION ON THIS TOPIC TO STUDENTS FROM AROUND THE WORLD. THE ACTIVITIES OF THE ORGANIZATION ARE LIKELY TO APPEAL TO STUDENTS AND OTHERS TO WHICH THE THEORIES OF CONSTRAINTS MAY APPLY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115571
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04345
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08837
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03359
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt011402
IRS990ScheduleA/OtherIncome170Grp/TotalAmt034388
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.10190
IRS990ScheduleA/PublicSupportPY170Pct00.12640
IRS990ScheduleA/PublicSupportTotal170Amt015277
IRS990ScheduleA/SubstantialContributorsTotAmt0100294
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115571
IRS990ScheduleA/TotalSupportAmt0149959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 1,275. DESCRIPTION: LICENSE REVENUE. AMOUNT: 2,350. DESCRIPTION: CONFERENCE FEES. AMOUNT: 750. TOTAL TO FORM 990-EZ, LINE 8: 4,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 805. DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 25,755. DESCRIPTION: WEB DEVELOPMENT. AMOUNT: 793. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 653. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 12,362. DESCRIPTION: RESEARCH & TEACHING FEES. AMOUNT: 1,500. DESCRIPTION: TELEPHONE EXPENSE. AMOUNT: 146. TOTAL TO FORM 990-EZ, LINE 16: 42,014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM PAYPAL. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,492.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCCO SURACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07162506600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOC FOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O 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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C6DE77DF7EAFCE64E84CE20962AB172FB6FF0A8D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C75137B2CFA14414F92A20FEFE9608636F4614F8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.45.193.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:39:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CORPORATE PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014226
ReturnHeader/PreparerPersonGrp/PhoneNum07162506600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS LANDERS
ReturnHeader/ReturnTs02018-11-13T11:48:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,270
Liabilities
$0
Net assets
$23,270
Revenue
$24,623
Expenses
$42,396
Net income
-$17,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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