Civic Intelligence

Training and Research Foundation

990 • Fiscal year 2024 • EIN 95-2958220

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 08, 2025

Organization ProfileWWW.TRFCF.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

0.99x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.53x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$163,277

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

90%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$1,738,422

Up $311,555 (+22%) from 2023

Net Assets

Up

$23,085

Up $85,015 (+137%) from 2023

Liabilities

Up

$1,715,337

Up $226,540 (+15%) from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin46th percentile

Revenue

Up

$3,255,390

Up $1,545,311 (+90%) from 2023

Expenses

Up

$3,170,375

Up $1,675,245 (+112%) from 2023

Net Income

Down

$85,015

Down $129,934 (-60%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$1,738,422
Liabilities$1,715,337
Net Assets$23,085
Open 2024 Filing

Operations Trend

Revenue Growth90th 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

2024

Revenue$3,255,390
Expenses$3,170,375
Net Income$85,015
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 8, 2025
Return Version
2023v6.0
Gross Receipts
$3,255,390
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 disadvantaged families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$630,601$755,117▲ $124,516
Land, Buildings, and Equipment, Net$330,322$418,163▲ $87,841
Prepaid Expenses and Deferred Charges$5,795$56,081▲ $50,286
Savings and Temporary Cash Investments-$33,349-
Pledges and Grants Receivable$184,548$19,165▼ $165,383
Total Assets$1,426,867$1,738,422▲ $311,555
Other Assets Total$275,601$456,547▲ $180,946
Liabilities
Unsecured Notes Loans Payable-$827,474-
Other Liabilities$1,205,484$477,231▼ $728,253
Accounts Payable and Accrued Expenses$188,203$351,532▲ $163,329
Deferred Revenue-$31,733-
Grants Payable$95,110$27,367▼ $67,743
Total Liabilities$1,488,797$1,715,337▲ $226,540
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-61,930$23,085▲ $85,015
Total Net Assets Fund Balance$-61,930$23,085▲ $85,015
Total Liabilities and Net Assets / Fund Balance$1,426,867$1,738,422▲ $311,555

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$308,957-$308,957
Equipment$89,428$5,680$95,108
Leasehold Improvements$19,778$4,228$24,006
Other Assets Org$15,465--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee JacobsExecutive DirectorFT$136,155$27,122$163,277

Board Members and Trustees

NameTitle
Jerry S GorenBoard Chair
Colleen AndersonVice-chair
Shirley DionzonBoard Treasurer
Damian ZavalaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,251,236
Program Service Revenue
$0
Investment Income
$4,154
Other Revenue
$0
Change in Net Assets
$85,015

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,255,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,255,390
Total Revenue per Form 990
$3,255,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,945,809
Other Expenses$1,224,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,278,212$146,519-$1,424,731
Occupancy$311,929--$311,929
Other Expenses$256,124$29,076-$285,200
Current Officers, Directors, Trustees, and Key Employees$176,439$19,604-$196,043
Other Employee Benefits$141,144$7,326-$148,470
Payroll Taxes$129,591$14,399-$143,990
Interest-$46,956-$46,956
Pension Plan Contributions$29,317$3,258-$32,575
Depreciation Depletion$4,536--$4,536
Total Functional Expenses$2,786,166$384,209$0$3,170,375

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,170,375
Total Expenses per Audited Statements$3,170,375
Total Expenses per Form 990$3,170,375
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Operating Lease Liability$443,882
Cdss Reserve$33,349
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
Yes
Other officer compensation reviewed
Yes
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

“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, Part VI, Section B, 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, Part VI, Section B, Line 15

“Trf periodically engages a compensation consultant, and a contemporary market wage comparability study is conducted to assure that wages paid to staff are competitive with similar type of organization wages in the marketplace. The board of directors approve 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, Part VI, Section C, 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
2025-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosalinda Ramirez Orellan
Formed
1968
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
42
Volunteers
4

Preparer

Firm
Gyl Llp
Address
4120 CONCOURS SUITE 100, ONTARIO, CA 91764
Preparer
Joseph Romero CPA
Phone
9099489990
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Generally accepted accounting principles ("gaap") provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The organization's returns are subject to examination by federal and state taxing authorities, generally for four years after they are filed.”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02433
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06749
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010126
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0572897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0509461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010625522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016664105
IRS990ScheduleA/TotalSupportAmt016746612
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05680
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095108
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03170375
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019778
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04228
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024006
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0441082
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt115465
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASE RIGHT OF USE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0308957
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1443882
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CDSS RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03255390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ("GAAP") PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0418163
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0456547
IRS990ScheduleD/TotalExpensesPerForm990Amt03170375
IRS990ScheduleD/TotalLiabilityAmt0477231
IRS990ScheduleD/TotalRevenuePerForm990Amt03255390
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03255390
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03170375
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 COMPETITIVE WITH SIMILAR TYPE OF ORGANIZATION WAGES IN THE MARKETPLACE. THE BOARD OF DIRECTORS APPROVE 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01426867
IRS990/TotalAssetsGrp/EOYAmt01738422
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt03251236
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0384209
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02786166
IRS990/TotalFunctionalExpensesGrp/TotalAmt03170375
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01715337
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAINING & RESEARCH FOUNDATION
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ReturnHeader/Filer/USAddress/ZIPCd0927802904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GYL LLP

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,738,422
Liabilities
$1,715,337
Net assets
$23,085
Revenue
$3,255,390
Expenses
$3,170,375
Net income
$85,015
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