irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $14KPROVIDED TESTING AND CERTIFICATION SERVICES IN THE THEORY OF CONSTRAINTS TO MEMBERS.
named programs · 4 · from sources
What they call their work
Live Webinars
Interactive sessions with global TOC experts addressing current business challenges and practical applications of constraint management.
On-Demand Learning Library
Provides members with access to over 1,300 videos including conference proceedings, masterclasses, and case studies from TOC practitioners and educators.
TOCICO Certification
Administers internationally recognized certification exams to assess expertise in the Theory of Constraints across various domains including manufacturing, project management, and supply chain.
TOCICO Conference
Annual global conference offering access to thought leaders, case studies, and peer exchange on TOC applications and best practices.
activities · 2 groups
What they do
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Professional Certification and Continuing Education 5 activities
- Distribute TOC educational resources and toolsProvides members and the public with access to foundational TOC resources, including the TOCICO Dictionary, Strategy & Tactics Trees developed by Dr. Eli Goldratt, and introductory workshops. Offers searchable access to certification materials, conference recordings, and member resources through the TOCICO Learning Center.
- Facilitate professional connections and partner networksOperates a global partner network and authorizes Channel Partners to deliver certification preparation training while maintaining certification standards. Connects members with TOC-certified professionals for organizational support and advancement of TOC practices.
- Host and deliver live and on-demand TOC learning eventsOrganizes and delivers live weekly and monthly webinars featuring global TOC experts, and provides on-demand access to a large archive of recorded webinars, conference sessions, and masterclasses. The organization offers over 1,200 on-demand video sessions, including case studies and training content, and produces new webinars annually for both members and non-members.
- Provide TOC certification programs and examsOffers multiple levels of professional certification in the Theory of Constraints, including the TOC Fundamentals Certification (TOCFC™) and a Critical Chain Project Management certification. Administers exams globally in multiple languages, both online and in-person, and issues digital certificates to successful candidates. Certification assessments include foundational knowledge (Level 1), applied knowledge in specific domains (Level 2), and extended professional application (Level 3).
- Support corporate and academic adoption of TOCProvides corporate members with onboarding sessions, quarterly progress reports, and review calls to ensure effective use of TOC resources. Implements the Academic Partnership Program, offering faculty and students at academic institutions access to TOCICO memberships, resources, webinars, and conferences.
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Academic Research Dissemination 1 activity
- Curate and disseminate TOC research and body of knowledgeMaintains and advances the Theory of Constraints Body of Knowledge through peer-reviewed research, white papers, and published contributions. Operates a TOC BOK committee to review and publish updated knowledge, has formally recognized 18 new BOK papers, and invites member submissions for formal inclusion. Produces and disseminates TOCICO White Papers applying TOC principles to real-world challenges.
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financials · form 990 · fy2023
revenue
Total revenue$337K
Contributions & grants$162K48%
Program service revenue$171K51%
Investment income$4K1%
Other revenue$0
expenses
Total expenses$402K
Program expenses50%
Admin / overhead50%
Fundraising0%
Salaries & benefits$170K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$151K
Cash$62K
Investments$69K
Liabilities$425K
Net assets$-274K
Liquid reserves3.9 mo
4 years on record · 2020–2023 · YoY revenue -9.7%
leadership · form 990 part vii · fy2023
Who runs it
board members · 10
- ANDREW KAY — BOD
- CHRISTOPH LENHARTZ — CHAIR
- DANILO SIRIAS — BOD
- DAVID UPDEGROVE — BOD
- LISA ANNE FERGUSON — BOD
- MATT O'BRIEN — SECRETARY
- ROCCO SURACE — TREASURER
- SIMON WHITE — CHAIR ELECT
- UWE TECHT — BOD
- VAL KING — BOD
relationships · 34
Who they work with
- Affiliate Partners Partner — Organizations that support TOC awareness, referrals, and marketplace participation through promotional collaborations and member benefits.
- Andrew Kay Partner — Board member whose term concludes this year
- Channel Partners Partner — Organizations authorized to deliver TOC certification preparation training and support approved learning activities.
- Critical Chain Conference Partner — Partners to deliver and promote the Critical Chain Conference series.
- Dr Abeer Youssef Partner — Recognizes co-authored contribution by Dr Abeer Youssef and Prof Vicky Mabin to the TOC Body of Knowledge.
- Dr Alan Barnard Partner — TOC expert leading masterclass sessions
- Dr. Alan Barnard Partner — Board member whose term concludes this year
- Dr. Alan Barnard Partner — Recognizes multiple contributions from Dr. Alan Barnard to the TOC Body of Knowledge, including "The Change Matrix Cloud Process."
- Dr. Eli Goldratt Government — Founder of the Theory of Constraints, whose work forms the foundation of TOCICO's mission and activities.
- Dr. Eli Goldratt Partner — Recognizes contributions from Dr. Eli Goldratt to the TOC Body of Knowledge, including "Standing on the Shoulders of Giants (Four Concepts of Flow)."
- Eli Schragenheim Partner — Recognizes multiple contributions from Eli Schragenheim to the TOC Body of Knowledge, including co-authored papers with Dave Updegrove, Henry Camp, and Rocco Surace.
- Exepron Partner — Collaborates to provide TOCICO members exclusive access to the Project Advanced Learning System (PALS), a self-learning Critical Chain methodology tutorial.
- Goldratt Marketing Group Partner — Provides TOCICO members with special pricing and VIP access to TOC.tv.
- Goldratt Marketing Group Partner — Provides discounted access to TOC.tv for TOCICO corporate members.
- Goldratt's Marketing Group Partner — Provides special discounts to TOCICO members on TOC self-learning materials and resources.
- Goldratt1 Ltd Partner — Collaborates with Goldratt1 Ltd, which granted TOCICO permission to host Dr. Eli Goldratt's article on evaluating technology.
- Henry Camp Partner — TOC expert leading masterclass sessions
- Humberto Baptista Partner — TOC expert and Certification and Volunteer Coordinator leading masterclass sessions
- Justin Roff-Marsh Partner — TOC expert leading masterclass sessions
- Lisa Scheinkopf Partner — TOC expert and Customer Service and Member Support leading masterclass sessions
- PALS from Exepron Partner — Offers TOCICO members a free Advanced Learning Membership through an exclusive benefit.
- Simon White Partner — TOC expert and Event Manager leading masterclass sessions
- Steve Tendon Partner — Recognizes contribution by Steve Tendon on "Constraints Management and throughput economics for Agile Software Development."
- Strategic Partners Partner — Organizations that engage in joint market-development, co-marketing, and ecosystem-building initiatives with TOCICO.
- TOC Fundamentals Certified (TOCFC™) Network — Individuals certified in understanding TOC concepts and terminology
- TOC Implementer Certified (TOCIC™) Network — Individuals certified in advanced implementation of TOC solutions within organizations
- TOC Innovations Summit Partner — Collaborates on organizing and promoting the TOC Innovation Summit events.
- TOC Practitioner Certified (TOCPC™) Network — Individuals certified in applying and evaluating TOC knowledge in specific solution areas
- TOCICO Network — Administers the White Paper Series and peer review process for Theory of Constraints research.
- TOCICO Network — Member organization offering certification and educational resources in the Theory of Constraints
+ 4 more
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Certification as a Mechanism for Field Advancementmethodology: certification_and_standardsBy establishing rigorous, internationally recognized certification standards, the organization grows the credibility and adoption of TOC, because professional recognition incentivizes expertise, ensures knowledge quality, and enables scalable dissemination through certified practitioners.
- Community-Driven Knowledge Advancementmethodology: knowledge-advancement-through-community-contributionBy fostering a global community of practitioners and requiring contributions to the TOC Body of Knowledge, the organization ensures continuous innovation and dissemination, because collective input and peer-reviewed advancement sustain the methodology’s relevance and depth.
- Constraint-Focused Organizational Improvementmethodology: constraint-focused-improvementBy identifying and addressing the single most critical constraint limiting system performance, organizations achieve faster improvement and sustained gains in throughput and efficiency, because focusing resources on the bottleneck optimizes flow without requiring additional inputs.
- Education Integration for Long-Term Field Sustainabilitymethodology: academia_integrationBy embedding TOC education into academic institutions, the organization builds future capacity and strengthens research, because early exposure and faculty collaboration institutionalize TOC as a legitimate and enduring field of study.
- Systemic Strategic Planning via S&T Treesmethodology: strategy-and-tactic-treesBy using Strategy and Tactic Trees to map organizational goals and actions, teams achieve alignment and reduce failure rates in change initiatives, because the logical structure embeds TOC thinking and surfaces hidden assumptions early.