Civic Intelligence

Toolbox Assessments Inc.

990 • Fiscal year 2022 • EIN 86-3708972

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 20, 2023

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

99th percentile

1754%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1355%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$699,026

Up $661,330 (+1754%) from 2021

Net Assets

Up

$699,026

Up $661,330 (+1754%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin98th percentile

Revenue

Up

$593,659

Up $552,864 (+1355%) from 2021

Expenses

Up

$40,346

Up $37,247 (+1202%) from 2021

Net Income

Up

$553,313

Up $515,617 (+1368%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2022

Assets$699,026
Liabilities$0
Net Assets$699,026
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

2022

Revenue$593,659
Expenses$40,346
Net Income$553,313
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 20, 2023
Return Version
2022v5.0
Gross Receipts
$593,659
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
Cash and Non-Interest-Bearing Accounts$37,696$699,026▲ $661,330
Total Assets$37,696$699,026▲ $661,330
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,696$699,026▲ $661,330
Total Net Assets Fund Balance$37,696$699,026▲ $661,330
Total Liabilities and Net Assets / Fund Balance$37,696$699,026▲ $661,330
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Richard GershonPresident
Abigail SivanSecretary
Sandra WeintraubTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$593,659
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$553,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$593,659
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$593,659
Total Revenue per Form 990
$593,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,346
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$12,552$675-$13,227
Fees for Services Other$10,090--$10,090
Grants to Domestic Orgs$10,000--$10,000
Insurance-$3,464-$3,464
Fees for Services Accounting-$1,750-$1,750
Occupancy-$931-$931
Office Expenses-$616-$616
Information Technology$210$58-$268
Total Functional Expenses$32,852$7,494$0$40,346

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,346
Total Expenses per Audited Statements$40,346
Total Expenses per Form 990$40,346
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern University Alumni Relations and DevelopmentEvanston, IL501(c)(3)Patient Centered Measures Gift$10,000
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 ("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
2023-07-20
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
6

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

“Other : program service expenses 10,090. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,090.”

23

“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, 2022. 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 2019.”

Raw XML Appendix325 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICTS OF INTEREST AND DOCUMENTATION POLICY ("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/ExplanationTxt3OTHER : PROGRAM SERVICE EXPENSES 10,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,090.
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/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0593659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0593659
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699026
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GERSHON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07732429130
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-20
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/PreparationDt02023-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN J GUEDEL CPA
ReturnHeader/ReturnTs02023-09-28T16:28:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$699,026
Liabilities
$0
Net assets
$699,026
Revenue
$593,659
Expenses
$40,346
Net income
$553,313
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