Civic Intelligence

Toolbox Assessments Inc.

990 • Fiscal year 2023 • EIN 86-3708972

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

93rd percentile

81%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,266,228

Up $567,202 (+81%) from 2022

Net Assets

Up

$1,266,228

Up $567,202 (+81%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$669,909

Up $76,250 (+13%) from 2022

Expenses

Up

$102,707

Up $62,361 (+155%) from 2022

Net Income

Up

$567,202

Up $13,889 (+2.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2023

Assets$1,266,228
Liabilities$0
Net Assets$1,266,228
Open 2023 Filing

Operations Trend

Revenue Growth59th 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

2023

Revenue$669,909
Expenses$102,707
Net Income$567,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$669,909
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$699,026$1,266,228▲ $567,202
Total Assets$699,026$1,266,228▲ $567,202
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$699,026$1,266,228▲ $567,202
Total Net Assets Fund Balance$699,026$1,266,228▲ $567,202
Total Liabilities and Net Assets / Fund Balance$699,026$1,266,228▲ $567,202
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Richard GershonPresident
Abigail SivanSecretary
Sandra WeintraubTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$669,909
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$567,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$669,909
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$669,909
Total Revenue per Form 990
$669,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,407
Grants and Similar Amounts Paid$44,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,300--$44,300
Fees for Services Other$18,323$9,000-$27,323
Fees for Services Accounting-$11,500-$11,500
Fees for Services Legal$9,641--$9,641
Insurance-$4,080-$4,080
Information Technology$2,076$362-$2,438
Office Expenses-$1,296-$1,296
Advertising-$1,169-$1,169
Occupancy-$960-$960
Total Functional Expenses$74,340$28,367$0$102,707

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$102,707
Total Expenses per Audited Statements$102,707
Total Expenses per Form 990$102,707
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$44,300
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
2024-04-30
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 18,323. Management and general expenses 9,000. Fundraising expenses 0. Total expenses 27,323.”

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, 2023. 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 2020.”

Raw XML Appendix329 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2023. 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 2020.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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.
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 18,323. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,323.
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/TotalFunctionalExpensesGrp/ProgramServicesAmt074340
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102707
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0699026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01266228
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt074340
IRS990/TotalProgramServiceRevenueAmt0669909
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0669909
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0669909
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0699026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01266228
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/SignatureDt02024-04-30
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/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN J GUEDEL CPA
ReturnHeader/ReturnTs02024-04-30T10:57:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,266,228
Liabilities
$0
Net assets
$1,266,228
Revenue
$669,909
Expenses
$102,707
Net income
$567,202
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