Civic Intelligence

Theoree

EIN 81-5369981 • 501(c)3 • Del Mar, CA

Profile

Educational Services

1155 Camino Del Mar STE 473Del Mar, CA 92014

theoree.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$263

Down $12,531 (-98%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$263

Down $12,531 (-98%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$103,257

Down $33,783 (-25%) from 2022

Expenses

Down

$115,788

Down $15,668 (-12%) from 2022

Net Income

Down

-$12,531

Down $18,115 (-324%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2022: $12,794Liabilities 2022: $0Net Assets 2022: $12,7942022Assets 2023: $263Liabilities 2023: $0Net Assets 2023: $2632023

Highlighted filing

2023

Assets$263
Liabilities$0
Net Assets$263
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $137,040Expenses 2022: $131,456Net Income 2022: $5,5842022Revenue 2023: $103,257Expenses 2023: $115,788Net Income 2023: -$12,5312023

Highlighted filing

2023

Revenue$103,257
Expenses$115,788
Net Income-$12,531
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263
Liabilities
$0
Net assets
$263
Revenue
$103,257
Expenses
$115,788
Net income
-$12,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.03$1.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.37$1.31$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$103,257
Mission and Program Overview

Mission

Educational Services

Program Services

DescriptionGrantsExpenses
Education in mathematics, computer science biology--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grant RoyPresident-$81,750-$81,750
Erin RoySecretary-$22,500-$22,500
Filing and Contact Details

Filer

Filer Name
Theoree
EIN
81-5369981
In Care Of
% Erin Roy
Phone
7146618796
Address
1155 Camino Del Mar STE 473, Del Mar, CA 92014

Signing Officer

Name
Erin Roy
Title
Secretary
Phone
7146618796
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

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

“Travel 712”

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

“Fundraising 1,390”

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

“Office expenses 3,300”

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

“Insurance 833”

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

“Supplies 1,636”

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

“Misc. 3,471”

Raw XML Appendix134 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07146618796
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01155 Camino Del Mar
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Del Mar
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0263
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt022500
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt181750
IRS990EZ/CompensationOfHghstPdCntrctGrp/PersonNm0Erin Roy
IRS990EZ/CompensationOfHghstPdCntrctGrp/PersonNm1Grant Roy
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Professional fees
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Professional fees
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IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
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IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd192014
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0104250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0263
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt081750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt122500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Grant Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erin Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011342
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Services
IRS990EZ/PrintingPublicationsPostageAmt0196
IRS990EZ/ProgramServiceRevenueAmt0103257
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education in mathematics, computer science biology
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0115788
IRS990EZ/TotalRevenueAmt0103257
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0theoree.org
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 1,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office expenses 3,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. 3,471
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Roy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07146618796
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THEOREE
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0815369981
ReturnHeader/Filer/InCareOfNm0% Erin Roy
ReturnHeader/Filer/PhoneNum07146618796
ReturnHeader/Filer/USAddress/AddressLine1Txt01155 Camino Del Mar STE 473
ReturnHeader/Filer/USAddress/CityNm0Del Mar
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953749711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sonnenberg & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05190 Governor Dr 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584575252
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02024-11-15T11:49:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.