Civic Intelligence

Toolbox Assessments Inc.

990EZ • Fiscal year 2021 • EIN 86-3708972

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileTOOLBOXASSESSMENTS.ORG
6545 N Lemai AvenueLincolnwood, IL 60712

(773) 242-9130

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$37,696

No earlier filing loaded for comparison.

Net Assets

$37,696

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

$40,795

No earlier filing loaded for comparison.

Expenses

$3,099

No earlier filing loaded for comparison.

Net Income

$37,696

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.

$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

2021

Assets$37,696
Liabilities$0
Net Assets$37,696
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$40,795
Expenses$3,099
Net Income$37,696
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$40,795
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.

Program Services

DescriptionGrantsExpenses
TO LESSEN THE BURDENS OF GOVERNMENT BY 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.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA WEINTRAUBTreasurer-$0--
RICHARD GERSHONPresident-$0--
ABIGAIL SIVANSecretary-$0--
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
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS ROAD SUITE 200, NORTHBROOK, IL 60062
Preparer
Michael W Blitstein CPA
Phone
8479452888
Supplemental Narrative

Additional Explanations

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

“Description: insurance. Amount: 2,765. Description: bank expenses. Amount: 1. Total to form 990-ez, line 16: 2,766.”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07732429130
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLNWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060712
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA WEINTRAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD GERSHON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOPING, 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.
IRS990EZ/ProgramServiceRevenueAmt040795
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO LESSEN THE BURDENS OF GOVERNMENT BY 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03099
IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TOOLBOXASSESSMENTS.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION INCORPORATED ON MARCH 17, 2021.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040795
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt040795
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt040795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040795
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt040795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 2,765. DESCRIPTION: BANK EXPENSES. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 16: 2,766.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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.
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ReturnHeader/BusinessOfficerGrp/PhoneNum07732429130
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ReturnHeader/Filer/EIN0863708972
ReturnHeader/Filer/PhoneNum07732429130
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W BLITSTEIN CPA
ReturnHeader/ReturnTs02022-11-11T09:22:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
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ReturnHeader/TaxPeriodBeginDt02021-03-17
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,696
Liabilities
$0
Net assets
$37,696
Revenue
$40,795
Expenses
$3,099
Net income
$37,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.08$0.22$0.86
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.67$0.10$0.57
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.59$0.04$0.55
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.04$0.00$0.04