Civic Intelligence

Theoree

990EZ • Fiscal year 2022 • EIN 81-5369981

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

Organization Profiletheoree.org
1155 Camino Del Mar STE 473Del Mar, CA 92014

(714) 661-8796

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

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 / Assets58th percentile

Assets

$12,794

No earlier filing loaded for comparison.

Net Assets

$12,794

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin49th percentile

Revenue

$137,040

No earlier filing loaded for comparison.

Expenses

$131,456

No earlier filing loaded for comparison.

Net Income

$5,584

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2022

Assets$12,794
Liabilities$0
Net Assets$12,794
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$137,040
Expenses$131,456
Net Income$5,584
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$137,040
Mission and Program Overview

Mission

Educational Services

Program Services

DescriptionGrantsExpenses
Education in mathematics, computer science biology$137,040$131,457
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grant RoyPresident-$0--
Erin RoySecretary-$0--
Michael T LovciDirector-$0--
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
2023-05-04
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 165”

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

“Equipment rental and maintenance 825”

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

“Supplies 2,182”

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

“Office expenses 3,200”

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

“Insurance 1,111”

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

“Misc. 223”

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Erin Roy
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/BOYAmt07210
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt01
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt024700
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt199050
IRS990EZ/CompensationOfHghstPdCntrctGrp/PersonNm0Erin Roy
IRS990EZ/CompensationOfHghstPdCntrctGrp/PersonNm1Grant Roy
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Professional fees
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Professional fees
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01155 Caminmo Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11155 Camino Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Del Mar
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092014
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd192014
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05584
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0123750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07210
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012794
IRS990EZ/GrossReceiptsAmt0137040
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012794
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012794
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Grant Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erin Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael T Lovci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07706
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Services
IRS990EZ/ProgramServiceRevenueAmt0137040
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education in mathematics, computer science biology
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0137040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0131457
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0131456
IRS990EZ/TotalProgramServiceExpensesAmt0131457
IRS990EZ/TotalRevenueAmt0137040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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 165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Equipment rental and maintenance 825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 2,182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 3,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. 223
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Roy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07146618796
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02023-06-15T02:26:24-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Erin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roy
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,794
Liabilities
$0
Net assets
$12,794
Revenue
$137,040
Expenses
$131,456
Net income
$5,584
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