Civic Intelligence

Training and Research Foundation

990 • Fiscal year 2023 • EIN 95-2958220

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 28, 2024

Organization ProfileWWW.TRFHS.ORG

View Organization Page

750 W 1st StreetTustin, CA 92780-2904

(310) 420-1025

Siviq Scores

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

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.87x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

87th percentile

$174,222

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

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

Asset Growth

95th percentile

104%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Revenue Growth

96th percentile

236%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$1,426,867

Up $1,083,378 (+315%) from 2021

Net Assets

Up

-$61,930

Up $160,490 (+72%) from 2021

Liabilities

Up

$1,488,797

Up $922,888 (+163%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin65th percentile

Revenue

Up

$1,710,079

Up $1,558,513 (+1028%) from 2021

Expenses

Up

$1,495,130

Up $1,084,128 (+264%) from 2021

Net Income

Up

$214,949

Up $474,385 (+183%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2023

Assets$1,426,867
Liabilities$1,488,797
Net Assets-$61,930
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$1,710,079
Expenses$1,495,130
Net Income$214,949
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 28, 2024
Return Version
2022v5.0
Gross Receipts
$1,710,079
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.

Training and research foundation's primary exempt purpose is to operate government-funded early childhood and education programs and family services that benefit children from underserved and from disadvantaged families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$793,967$630,601▼ $163,366
Land, Buildings, and Equipment, Net$55,201$330,322▲ $275,121
Pledges and Grants Receivable$266$184,548▲ $184,282
Prepaid Expenses and Deferred Charges$6,118$5,795▼ $323
Total Assets$859,767$1,426,867▲ $567,100
Other Assets Total$4,215$275,601▲ $271,386
Liabilities
Other Liabilities$976,044$1,205,484▲ $229,440
Accounts Payable and Accrued Expenses$57,156$188,203▲ $131,047
Grants Payable$94,974$95,110▲ $136
Total Liabilities$1,128,174$1,488,797▲ $360,623
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-268,407$-61,930▲ $206,477
Total Net Assets Fund Balance$-268,407$-61,930▲ $206,477
Total Liabilities and Net Assets / Fund Balance$859,767$1,426,867▲ $567,100

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$291,746-$291,746
Leasehold Improvements$24,006-$24,006
Equipment$14,570$5,372$19,942
Other Assets Org$4,215--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Renee JacobsExecutive DiFT$174,222$174,222
Renee JacobsExecutive Director-$174,222$174,222

Board Members and Trustees

NameTitle
Jerry GorenChairperson
Colleen AndersonVice Chair
Damian ZavalaSecretary
Shirley DionzonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hera ConstructionConstruction9088 LARKSPUR DRIVE, Corona, CA 92883$186,413
Revenue and Support

Revenue Composition

Contributions and Grants
$1,704,989
Program Service Revenue
$0
Investment Income
$141
Other Revenue
$4,949
All Other Contributions
$27
Change in Net Assets
$214,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,710,079
Total Revenue per Audited Statements
$1,710,079
Total Revenue per Form 990
$1,710,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,095,249
Other Expenses$399,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$759,486$118,976-$878,462
Other Employee Benefits$185,967$30,820-$216,787
Occupancy$92,207--$92,207
Fees for Services Other$61,994$5,244-$67,238
Insurance$23,812--$23,812
Fees for Services Accounting-$19,760-$19,760
Office Expenses$4,738$11,155-$15,893
Other Expenses$12,454$6,157-$12,454
Travel$11,012--$11,012
Advertising$7,246--$7,246
All Other Expenses$5,306--$5,306
Depreciation Depletion$2,930--$2,930
Interest-$2,613-$2,613
Total Functional Expenses$1,300,405$194,725$0$1,495,130

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,495,130
Total Expenses per Audited Statements$1,495,130
Total Expenses per Form 990$1,495,130
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
Small Business Adminstration Loan$777,000
Lease Liability$283,725
Ppp Loan$144,759
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
750 W 1ST STREET, TUSTIN, CA 92780-2904

Signing Officer

Name
Renee Jacobs
Title
Executive Director
Phone
3104201025
Signed
2024-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Jacobs
Formed
1968
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
42

Preparer

Firm
FECHTER & COMPANY CPA'S
Address
3445 AMERICAN RIVER DR STE A, SACRAMENTO, CA 95864
Preparer
Brett V Huston
Phone
9163335360
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Adoption of lease accounting -8,472”

Raw XML AppendixShowing 400 of 409 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057156
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0188203
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRAINING AND RESEARCH FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO OPERATE GOVERNMENT-FUNDED EARLY CHILDHOOD AND EDUCATION PROGRAMS AND FAMILY SERVICES THAT BENEFIT CHILDREN FROM UNDERSERVED AND FROM DISADVANTAGED FAMILIES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ProgramServicesAmt07246
IRS990/AdvertisingGrp/TotalAmt07246
IRS990/AllOtherContributionsAmt027
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05306
IRS990/AllOtherExpensesGrp/TotalAmt05306
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0RENEE JACOBS
IRS990/BooksInCareOfDetail/PhoneNum03104201025
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 W 1ST STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0793967
IRS990/CashNonInterestBearingGrp/EOYAmt0630601
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0186413
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt09088 LARKSPUR DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CORONA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092883
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0HERA CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01704989
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0141
IRS990/CYOtherExpensesAmt0399881
IRS990/CYOtherRevenueAmt04949
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0214949
IRS990/CYSalariesCompEmpBnftPaidAmt01095249
IRS990/CYTotalExpensesAmt01495130
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01710079
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02930
IRS990/DepreciationDepletionGrp/TotalAmt02930
IRS990/Desc0STATE GENERAL CHILDCARE AND DEVELOPMENT PROGRAM (CCTR) THIS PROGRAM RECEIVES A STATE FUNDING WHICH OFFERS CHILD CARE AND DEVELOPMENT PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01271700
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019760
IRS990/FeesForServicesAccountingGrp/TotalAmt019760
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05244
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt061994
IRS990/FeesForServicesOtherGrp/TotalAmt067238
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY GOREN
IRS990/Form990PartVIISectionAGrp/PersonNm1COLLEEN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAMIAN ZAVALA
IRS990/Form990PartVIISectionAGrp/PersonNm3SHIRLEY DIONZON
IRS990/Form990PartVIISectionAGrp/PersonNm4RENEE JACOBS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4174222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt01704962
IRS990/GrantsPayableGrp/BOYAmt094974
IRS990/GrantsPayableGrp/EOYAmt095110
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01710079
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023812
IRS990/InsuranceGrp/TotalAmt023812
IRS990/InterestGrp/ManagementAndGeneralAmt02613
IRS990/InterestGrp/TotalAmt02613
IRS990/InvestmentIncomeGrp/ExclusionAmt0141
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0141
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05372
IRS990/LandBldgEquipBasisNetGrp/BOYAmt055201
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0330322
IRS990/LandBldgEquipCostOrOtherBssAmt0335694
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRAINING AND RESEARCH FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO OPERATE GOVERNMENT-FUNDED EARLY CHILDHOOD AND EDUCATION PROGRAMS AND FAMILY SERVICES THAT BENEFIT CHILDREN FROM UNDERSERVED AND DISADVANTAGED FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-268407
IRS990/NetAssetsOrFundBalancesEOYAmt0-61930
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-268407
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-61930
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt092207
IRS990/OccupancyGrp/TotalAmt092207
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011155
IRS990/OfficeExpensesGrp/ProgramServicesAmt04738
IRS990/OfficeExpensesGrp/TotalAmt015893
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04215
IRS990/OtherAssetsTotalGrp/EOYAmt0275601
IRS990/OtherChangesInNetAssetsAmt0-8472
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030820
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0185967
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0216787
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD & NUTRITION
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06157
IRS990/OtherExpensesGrp/ProgramServicesAmt063227
IRS990/OtherExpensesGrp/ProgramServicesAmt153976
IRS990/OtherExpensesGrp/ProgramServicesAmt216050
IRS990/OtherExpensesGrp/ProgramServicesAmt312454
IRS990/OtherExpensesGrp/TotalAmt069384
IRS990/OtherExpensesGrp/TotalAmt153976
IRS990/OtherExpensesGrp/TotalAmt216050
IRS990/OtherExpensesGrp/TotalAmt312454
IRS990/OtherLiabilitiesGrp/BOYAmt0976044
IRS990/OtherLiabilitiesGrp/EOYAmt01205484
IRS990/OtherRevenueMiscGrp/BusinessCd0624200
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04949
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04949
IRS990/OtherRevenueTotalAmt04949
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0118976
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0759486
IRS990/OtherSalariesAndWagesGrp/TotalAmt0878462
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0266
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0184548
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05795
IRS990/PrincipalOfficerNm0RENEE JACOBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILDCARE FOOD PROGRAM (CACFP) THIS PROGRAM RECEIVES FEDERAL AND STATE FUNDING FOR MEAL REIMBURSEMENTS WHICH SUPPORT THE HEAD START AND EARLY HEAD START PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028705
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0572897
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0211157
IRS990/PYOtherRevenueAmt010126
IRS990/PYRevenuesLessExpensesAmt0-46000
IRS990/PYSalariesCompEmpBnftPaidAmt0417866
IRS990/PYTotalExpensesAmt0629023
IRS990/PYTotalRevenueAmt0583023
IRS990/ReconcilationRevenueExpnssAmt0214949
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0101,219
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01704989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0572897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0509461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010625522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020294914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033707783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03076
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05671
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027362
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05085
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010126
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt019686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt040861
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt025461
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0101219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99680
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt033707783
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01704989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0572897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0509461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010625522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020294914
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033707783
IRS990ScheduleA/TotalSupportAmt033814673
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt014570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05372
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019942
IRS990ScheduleD/ExpensesSubtotalAmt01495130
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024006
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024006
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0271386
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14215
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASE RIGHT OF USE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0291746
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0291746
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0777000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1283725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2144759
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SMALL BUSINESS ADMINSTRATION LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PPP LOAN
IRS990ScheduleD/RevenueSubtotalAmt01710079
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0330322
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0275601
IRS990ScheduleD/TotalExpensesPerForm990Amt01495130
IRS990ScheduleD/TotalLiabilityAmt01205484
IRS990ScheduleD/TotalRevenuePerForm990Amt01710079
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01710079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01495130
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0174222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RENEE JACOBS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0174222
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt4ADOPTION OF LEASE ACCOUNTING -8,472
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0859767
IRS990/TotalAssetsEOYAmt01426867
IRS990/TotalAssetsGrp/BOYAmt0859767
IRS990/TotalAssetsGrp/EOYAmt01426867
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01704989
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0194725
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01300405
IRS990/TotalFunctionalExpensesGrp/TotalAmt01495130
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01128174
IRS990/TotalLiabilitiesEOYAmt01488797
IRS990/TotalLiabilitiesGrp/BOYAmt01128174
IRS990/TotalLiabilitiesGrp/EOYAmt01488797
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-268407
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-61930
IRS990/TotalProgramServiceExpensesAmt01300405
IRS990/TotalReportableCompFromOrgAmt0174222
IRS990/TotalRevenueGrp/ExclusionAmt0141
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01710079
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0859767
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01426867
IRS990/TravelGrp/ProgramServicesAmt011012
IRS990/TravelGrp/TotalAmt011012
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.TRFHS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03104201025
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAINING & RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAI
ReturnHeader/Filer/EIN0952958220
ReturnHeader/Filer/PhoneNum03104201025
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 W 1ST STREET
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927802904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208710580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FECHTER & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 AMERICAN RIVER DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09163335360

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,426,867
Liabilities
$1,488,797
Net assets
-$61,930
Revenue
$1,710,079
Expenses
$1,495,130
Net income
$214,949
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