Civic Intelligence

Training and Research Foundation

990 • Fiscal year 2021 • EIN 95-2958220

Jan 01, 2021 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.TRFHS.ORG

View Organization Page

1442 E Lincoln Ave Suite 371Orange, CA 92865-1934

(310) 420-1025

Siviq Scores

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

Liabilities / Assets

96th percentile

1.65x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.73x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

5th percentile

-171%

Higher net margin than 5% 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

91st percentile

133%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-71%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$343,489

Up $195,851 (+133%) from 2020

Net Assets

Down

-$222,420

Down $301,639 (-381%) from 2020

Liabilities

Up

$565,909

Up $497,490 (+727%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin5th percentile

Revenue

Down

$151,566

Down $377,602 (-71%) from 2020

Expenses

Down

$411,002

Down $207,879 (-34%) from 2020

Net Income

Down

-$259,436

Down $169,723 (-189%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $568,583Liabilities 2011: $481,493Net Assets 2011: $87,0902011Assets 2012: $733,423Liabilities 2012: $650,896Net Assets 2012: $82,5272012Assets 2013: $788,837Liabilities 2013: $716,652Net Assets 2013: $72,1852013Assets 2014: $1,481,432Liabilities 2014: $1,015,465Net Assets 2014: $465,9672014Assets 2015: $1,183,164Liabilities 2015: $817,890Net Assets 2015: $365,2742015Assets 2016: $875,907Liabilities 2016: $587,942Net Assets 2016: $287,9652016Assets 2017: $1,566,379Liabilities 2017: $1,296,575Net Assets 2017: $269,8042017Assets 2018: $1,770,483Liabilities 2018: $1,426,945Net Assets 2018: $343,5382018Assets 2019: $325,553Liabilities 2019: $156,621Net Assets 2019: $168,9322019Assets 2020: $147,638Liabilities 2020: $68,419Net Assets 2020: $79,2192020Assets 2021: $343,489Liabilities 2021: $565,909Net Assets 2021: -$222,4202021Assets 2023: $1,426,867Liabilities 2023: $1,488,797Net Assets 2023: -$61,9302023Assets 2024: $1,738,422Liabilities 2024: $1,715,337Net Assets 2024: $23,0852024

Highlighted filing

2021

Assets$343,489
Liabilities$565,909
Net Assets-$222,420
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $12,418,181Expenses 2011: $12,415,527Net Income 2011: $2,6542011Revenue 2012: $14,315,977Expenses 2012: $14,320,540Net Income 2012: -$4,5632012Revenue 2013: $6,703,718Expenses 2013: $6,703,686Net Income 2013: $322013Revenue 2014: $15,889,548Expenses 2014: $15,495,766Net Income 2014: $393,7822014Revenue 2015: $16,297,314Expenses 2015: $16,398,007Net Income 2015: -$100,6932015Revenue 2016: $16,878,311Expenses 2016: $16,955,620Net Income 2016: -$77,3092016Revenue 2017: $21,250,851Expenses 2017: $21,269,013Net Income 2017: -$18,1622017Revenue 2018: $20,323,451Expenses 2018: $20,249,717Net Income 2018: $73,7342018Revenue 2019: $10,668,816Expenses 2019: $10,651,943Net Income 2019: $16,8732019Revenue 2020: $529,168Expenses 2020: $618,881Net Income 2020: -$89,7132020Revenue 2021: $151,566Expenses 2021: $411,002Net Income 2021: -$259,4362021Revenue 2023: $1,710,079Expenses 2023: $1,495,130Net Income 2023: $214,9492023Revenue 2024: $3,255,390Expenses 2024: $3,170,375Net Income 2024: $85,0152024

Highlighted filing

2021

Revenue$151,566
Expenses$411,002
Net Income-$259,436
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Gross Receipts
$151,566
Mission and Program Overview

Mission

Training and research foundation's primary exempt purpose is to operate government-funded preschool programs that benefit children from disadvantaged families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,976$291,704▲ $233,728
Pledges and Grants Receivable$89,662--
Land, Buildings, and Equipment, Net-$30,906-
Prepaid Expenses and Deferred Charges-$16,664-
Total Assets$147,638$343,489▲ $195,851
Other Assets Total-$4,215-
Liabilities
Other Liabilities-$450,000-
Grants Payable$45,000$104,380▲ $59,380
Deferred Revenue$14,381--
Accounts Payable and Accrued Expenses$9,038$11,529▲ $2,491
Total Liabilities$68,419$565,909▲ $497,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,219$-222,420▼ $301,639
Total Net Assets Fund Balance$79,219$-222,420▼ $301,639
Total Liabilities and Net Assets / Fund Balance$147,638$343,489▲ $195,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,906$458,194$489,100
Equipment-$178,014$178,014
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jerry GorenChairperson
Renee JacobsExecutive Di
Colleen AndersonMember
Ronald GriggsSecretary
Shirley DionzonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,860
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$2,704
All Other Contributions
$512
Change in Net Assets
$-259,436

Audited Revenue Reconciliation

Revenue per Audited Statements
$151,566
Total Revenue per Audited Statements
$151,566
Total Revenue per Form 990
$151,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,620
Salaries, Compensation, and Employee Benefits$202,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,736$130,737-$167,473
Fees for Services Other$15,633$22,747-$38,380
Other Employee Benefits$15,907$19,002-$34,909
Occupancy$4,104$20,873-$24,977
Office Expenses$271$9,018-$9,289
All Other Expenses$4,108$2,944-$7,052
Other Expenses$510$5,197-$5,707
Insurance$1,670$710-$2,380
Travel$781--$781
Total Functional Expenses$128,675$282,327$0$411,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$411,002
Total Expenses per Audited Statements$411,002
Total Expenses per Form 990$411,002
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$450,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

“Key management thoroughly reviews form 990 and provides to the board for review prior to filing. Independent auditor presents and discusses the nature of the 990 filing to the board.”

Form 990, Page 6, Part VI, Line 12C

“The board annually reviews all known conflicts and are required to complete disclosure and compliance paperwork to identify possible new conflicts.”

Form 990, Page 6, Part VI, Line 15A

“Trf periodically engages a compensation consultant, and a contemporary market wage comparability study is conducted to assure that wages paid to staff are competative with similar type of organization wages in the marketplace. The board of directors approves the compensation of the executive director, and in addition to the above, utilizes available non- profit compensation and benefits survey reports, as well as comparative 990 data.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Training & Research Foundation
EIN
95-2958220
Phone
3104201025
Address
1442 E LINCOLN AVE SUITE 371, ORANGE, CA 92865-1934

Signing Officer

Name
Renee Jacobs
Title
Executive Director
Phone
3104201025
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Jacobs
Formed
1968
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5

Preparer

Firm
Fechter & Company Cpas
Address
3445 AMERICAN RIVER DRIVE SUITE A, SACRAMENTO, CA 95864-5744
Preparer
Alexis L Stirrat CPA
Phone
9163335360
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Adjustment to cde -42,203”

Raw XML Appendix345 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/TotExpnsEtcAuditedFinclStmtAmt0411002
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEY MANAGEMENT THOROUGHLY REVIEWS FORM 990 AND PROVIDES TO THE BOARD FOR REVIEW PRIOR TO FILING. INDEPENDENT AUDITOR PRESENTS AND DISCUSSES THE NATURE OF THE 990 FILING TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ANNUALLY REVIEWS ALL KNOWN CONFLICTS AND ARE REQUIRED TO COMPLETE DISCLOSURE AND COMPLIANCE PAPERWORK TO IDENTIFY POSSIBLE NEW CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRF PERIODICALLY ENGAGES A COMPENSATION CONSULTANT, AND A CONTEMPORARY MARKET WAGE COMPARABILITY STUDY IS CONDUCTED TO ASSURE THAT WAGES PAID TO STAFF ARE COMPETATIVE WITH SIMILAR TYPE OF ORGANIZATION WAGES IN THE MARKETPLACE. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR, AND IN ADDITION TO THE ABOVE, UTILIZES AVAILABLE NON- PROFIT COMPENSATION AND BENEFITS SURVEY REPORTS, AS WELL AS COMPARATIVE 990 DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT TO CDE -42,203
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalProgramServiceExpensesAmt0128675
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0151566
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0343489
IRS990/TravelGrp/ProgramServicesAmt0781
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/WebsiteAddressTxt0WWW.TRFHS.ORG
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03104201025
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAINING & RESEARCH FOUNDATION
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ReturnHeader/Filer/USAddress/AddressLine1Txt01442 E LINCOLN AVE SUITE 371
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208710580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FECHTER & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 AMERICAN RIVER DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09163335360
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXIS L STIRRAT CPA
ReturnHeader/ReturnTs02022-06-02T11:08:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOBS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$343,489
Liabilities
$565,909
Net assets
-$222,420
Revenue
$151,566
Expenses
$411,002
Net income
-$259,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$1.72$0.02$3.26$3.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.43$1.49$0.06$1.71$1.50$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.57$0.22$0.15$0.41$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.07$0.08$0.53$0.62$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.16$0.17$10.7$10.7$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.77$1.43$0.34$20.3$20.2$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.57$1.30$0.27$21.3$21.3$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.59$0.29$16.9$17.0$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.82$0.37$16.3$16.4$0.10
2014Summary only. Only limited summary data is available for this year.$1.48$1.02$0.47$15.9$15.5$0.39
2013Summary only. Only limited summary data is available for this year.$0.79$0.72$0.07$6.70$6.70$0.00
2012Summary only. Only limited summary data is available for this year.$0.73$0.65$0.08$14.3$14.3$0.00
2011Summary only. Only limited summary data is available for this year.$0.57$0.48$0.09$12.4$12.4$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits