Civic Intelligence

Toolbox Assessments Inc.

EIN 86-3708972 • 501(c)3 • Lincolnwood, IL

Pub. 78 Eligible

Profile

Developing, maintaining, training, and deploying, state-of-the-art health and educational assessments to federally-funded researchers, global researchers and clinicians on behalf of the united states department of health and human services' national institute of health in order to make such assessments more affordable and accessible.

6545 N Lemai AvenueLincolnwood, IL 60712

toolboxassessments.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

67%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,118,133

Up $851,905 (+67%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,118,133

Up $851,905 (+67%) from 2023

Revenue

Up

$1,080,612

Up $410,703 (+61%) from 2023

Expenses

Up

$222,494

Up $119,787 (+117%) from 2023

Net Income

Up

$858,118

Up $290,916 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $37,696Liabilities 2021: $0Net Assets 2021: $37,6962021Assets 2022: $699,026Liabilities 2022: $0Net Assets 2022: $699,0262022Assets 2023: $1,266,228Liabilities 2023: $0Net Assets 2023: $1,266,2282023Assets 2024: $2,118,133Liabilities 2024: $0Net Assets 2024: $2,118,1332024

Highlighted filing

2024

Assets$2,118,133
Liabilities$0
Net Assets$2,118,133

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2021: $40,795Expenses 2021: $3,099Net Income 2021: $37,6962021Revenue 2022: $593,659Expenses 2022: $40,346Net Income 2022: $553,3132022Revenue 2023: $669,909Expenses 2023: $102,707Net Income 2023: $567,2022023Revenue 2024: $1,080,612Expenses 2024: $222,494Net Income 2024: $858,1182024

Highlighted filing

2024

Revenue$1,080,612
Expenses$222,494
Net Income$858,118

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 12, 2025
Return Version
2024v5.1
Gross Receipts
$1,080,612
Mission and Program Overview

Mission

Developing, maintaining, training, and deploying, state-of-the-art health and educational assessments to federally-funded researchers, global researchers and clinicians on behalf of the united states department of health and human services' national institute of health in order to make such assessments more affordable and accessible.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,667,118-
Cash and Non-Interest-Bearing Accounts$1,266,228$451,015▼ $815,213
Savings and Temporary Cash Investments-$0-
Total Assets$1,266,228$2,118,133▲ $851,905
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,266,228$2,118,133▲ $851,905
Total Net Assets Fund Balance$1,266,228$2,118,133▲ $851,905
Total Liabilities and Net Assets / Fund Balance$1,266,228$2,118,133▲ $851,905
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard GershonPresident
Abigail SivanSecretary
Sandra WeintraubTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,008,088
Investment Income
$72,524
Other Revenue
$0
Change in Net Assets
$858,118

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,075,861
Revenue Not Reported on Financial Statements
$4,751
Revenue Not Reported on Form 990
$-1,462
Total Revenue per Audited Statements
$1,074,399
Total Revenue per Form 990
$1,080,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$161,939$80-$162,019
Information Technology$15,204--$15,204
Fees for Services Legal$14,512--$14,512
Fees for Services Accounting-$12,570-$12,570
Advertising-$9,423-$9,423
Insurance-$4,395-$4,395
Other Expenses$2,300--$2,300
Occupancy-$1,258-$1,258
Office Expenses-$813-$813
Total Functional Expenses$193,955$28,539$0$222,494

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$222,494
Total Expenses per Audited Statements$222,494
Total Expenses per Form 990$222,494
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 is reviewed by the board prior to the due date. The board discusses questions with the preparer and proposes revisions. Once revised, the preparer files the form 990 with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The conflicts of interest and documentation policy applies to all directors and officers of the organization and those who are in a position to exercise substantial influence over the decisions and affairs of the organization. A questionnaire and disclosure statement is required to be filled out by these individuals annually.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Toolbox Assessments Inc
EIN
86-3708972
Phone
7732429130
Address
6545 N LEMAI AVENUE, LINCOLNWOOD, IL 60712

Signing Officer

Name
Richard Gershon
Title
President
Phone
7732429130
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Gershon
Formed
2021
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS ROAD SUITE 200, NORTHBROOK, IL 60062
Preparer
Ryan J Guedel CPA
Phone
8479452888
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 161,939. Management and general expenses 80. Fundraising expenses 0. Total expenses 162,019.

FORM 990, PART XII, LINE 2C:

The organization has a board that assumes responsibility for oversight of the audit of its financial statements and selection of the independent accountant.

Financial Statement Notes

PART X, LINE 2:

The organization follows the guidance of accounting standards codification asc 740, accounting for income taxes, related to uncertainties in income taxes, which prescribes a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. There are no such uncertain tax positions for the organization for the years ended december 31, 2024. For federal income tax purposes, the tax returns essentially remain open for possible examination for a period of three years after the respective filing deadlines of those returns. The organization is generally no longer subject to examinations by the internal revenue service for years prior to 2021.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICTS OF INTEREST AND DOCUMENTATION POLICY APPLIES TO ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION AND THOSE WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE DECISIONS AND AFFAIRS OF THE ORGANIZATION. A QUESTIONNAIRE AND DISCLOSURE STATEMENT IS REQUIRED TO BE FILLED OUT BY THESE INDIVIDUALS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 161,939. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A BOARD THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02118133
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0193955
IRS990/TotalProgramServiceRevenueAmt01008088
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt072524
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01008088
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01080612
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01266228
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02118133
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06545 N LEMAI AVENUE
IRS990/USAddress/CityNm0LINCOLNWOOD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060712
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0TOOLBOXASSESSMENTS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GERSHON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07732429130
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOOLBOX ASSESSMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0TOOL
ReturnHeader/Filer/EIN0863708972
ReturnHeader/Filer/PhoneNum07732429130
ReturnHeader/Filer/USAddress/AddressLine1Txt06545 N LEMAI AVENUE
ReturnHeader/Filer/USAddress/CityNm0LINCOLNWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363524803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CJBS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SANDERS ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08479452888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN J GUEDEL CPA
ReturnHeader/ReturnTs02025-06-12T16:46:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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