Civic Intelligence

Orange County Education & Research Inst

EIN 95-3851959 • 501(c)3 • Irvine, CA

Profile

Business education/research

2 Park Plaza 100Irvine, CA 92614

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

17th percentile

-39%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$169,115

Down $2,910 (-1.7%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$169,115

Down $2,910 (-1.7%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$7,509

Down $162,762 (-96%) from 2021

Expenses

Down

$10,419

Down $122,454 (-92%) from 2021

Net Income

Down

-$2,910

Down $40,308 (-108%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $84,240Liabilities 2011: $02011Assets 2012: $93,236Net Assets 2012: $93,2362012Assets 2013: $103,090Net Assets 2013: $103,0902013Assets 2014: $145,770Net Assets 2014: $145,7702014Assets 2015: $141,525Net Assets 2015: $141,5252015Assets 2016: $86,203Net Assets 2016: $86,2032016Assets 2017: $168,085Net Assets 2017: $168,0852017Assets 2018: $273,026Liabilities 2018: $0Net Assets 2018: $273,0262018Assets 2019: $168,036Net Assets 2019: $168,0362019Assets 2020: $134,627Net Assets 2020: $134,6272020Assets 2021: $172,025Net Assets 2021: $172,0252021Assets 2022: $169,115Net Assets 2022: $169,1152022

Highlighted filing

2022

Assets$169,115
Liabilities-
Net Assets$169,115
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $118,173Expenses 2011: $92,475Net Income 2011: $25,6982011Revenue 2012: $128,061Expenses 2012: $119,065Net Income 2012: $8,9962012Revenue 2013: $135,549Expenses 2013: $125,695Net Income 2013: $9,8542013Revenue 2014: $176,935Expenses 2014: $134,255Net Income 2014: $42,6802014Revenue 2015: $158,636Expenses 2015: $162,881Net Income 2015: -$4,2452015Revenue 2016: $128,292Expenses 2016: $183,614Net Income 2016: -$55,3222016Revenue 2017: $191,104Expenses 2017: $109,222Net Income 2017: $81,8822017Revenue 2018: $277,109Expenses 2018: $172,168Net Income 2018: $104,9412018Revenue 2019: $105,524Expenses 2019: $210,514Net Income 2019: -$104,9902019Revenue 2020: $52,167Expenses 2020: $85,576Net Income 2020: -$33,4092020Revenue 2021: $170,271Expenses 2021: $132,873Net Income 2021: $37,3982021Revenue 2022: $7,509Expenses 2022: $10,419Net Income 2022: -$2,9102022

Highlighted filing

2022

Revenue$7,509
Expenses$10,419
Net Income-$2,910
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,115
Liabilities
-
Net assets
$169,115
Revenue
$7,509
Expenses
$10,419
Net income
-$2,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.08$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.72$1.72$1.70$1.33$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.52$0.86$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.06$2.11$1.05
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$2.77$1.72$1.05
2017Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.91$1.09$0.82
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.28$1.84$0.55
2015Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.59$1.63$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.77$1.34$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.36$1.26$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$1.28$1.19$0.09
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$1.18$0.92$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$7,509
Mission and Program Overview

Mission

Business education/research

Program Services

DescriptionGrantsExpenses
SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM, WHICH PROVIDES PARENTS THE TOOLS AND RESOURCES NEEDED TO ENSURE STUDENT SUCCESS. LEA TRAINED PARENTS ON THE TEN EDUCATIONAL COMMANDMENTS AND DISTRIBUTED COPIES OF THE "TEN EDUCATIONAL COMMANDMENTS FOR PARENTS".-$5,729
CREATED THE ECONOMIC GATEWAY WEBSITE RELATED TO ORANGE COUNTY HEALTHCARE INFORMATION TECHNOLGY AND CYBER WORKFORCE.-$4,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF BALLCEO/Secretary-$0--
ANDREA ELIASSENCFO-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Education & Research Inst
EIN
95-3851959
Phone
9494762242
Address
2 PARK PLAZA 100, IRVINE, CA 92614

Signing Officer

Name
Andrea Eliassen
Title
CFO
Signed
2023-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Diana Mailly Certified Public Accountant
Address
16787 Beach Boulevard 237, Huntington Beach, CA 92647
Preparer
Diana Mailly
Phone
9497520410
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $2419”

Other Expenses.1

“FILING FEES $45”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0172025
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IRS990EZ/ContributionsGiftsGrantsEtcAmt07500
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07509
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0172025
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF BALL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS EDUCATION/RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM, WHICH PROVIDES PARENTS THE TOOLS AND RESOURCES NEEDED TO ENSURE STUDENT SUCCESS. LEA TRAINED PARENTS ON THE TEN EDUCATIONAL COMMANDMENTS AND DISTRIBUTED COPIES OF THE "TEN EDUCATIONAL COMMANDMENTS FOR PARENTS".
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CREATED THE ECONOMIC GATEWAY WEBSITE RELATED TO ORANGE COUNTY HEALTHCARE INFORMATION TECHNOLGY AND CYBER WORKFORCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05729
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010419
IRS990EZ/TotalProgramServiceExpensesAmt09729
IRS990EZ/TotalRevenueAmt07509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: THE ORGANIZATION RECEIVES DONATIONS FROM A WIDE RANGE OF BUSINESSES BUT DOES NOT SEEK A WIDE RANGE OF INDIVIUAL DONATIONS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0612500
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23820
IRS990ScheduleA/PublicSupportPY170Pct00.20420
IRS990ScheduleA/PublicSupportTotal170Amt0145908
IRS990ScheduleA/SubstantialContributorsTotAmt0466592
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07500
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0612500
IRS990ScheduleA/TotalSupportAmt0612580
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $2419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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