Civic Intelligence

Orange County Education and Research Institute

990EZ • Fiscal year 2015 • EIN 95-3851959

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 18, 2016

Organization ProfileN/A
2 Park PlazaIrvine, CA 92614

(949) 476-2242

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$141,525

Down $4,245 (-2.9%) from 2014

Net Assets

Down

$141,525

Down $4,245 (-2.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$158,636

Down $18,299 (-10%) from 2014

Expenses

Up

$162,881

Up $28,626 (+21%) from 2014

Net Income

Down

-$4,245

Down $46,925 (-110%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2015

Assets$141,525
Liabilities-
Net Assets$141,525
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$158,636
Expenses$162,881
Net Income-$4,245
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 18, 2016
Return Version
2015v2.0
Gross Receipts
$158,636
Mission and Program Overview

Mission

Business education/research

Program Services

DescriptionGrantsExpenses
WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE. THE CONFERENCE FOCUSED ON BRINGING BUSINESS AND WORKFORCE EDUCATION LEADERS TOGETHER TO CULTIVATE A WORKFORCE FIT FOR AN INCREASINGLY INTERDEPENDENT AND COMPETITIVE GLOBAL ECONOMY.ALSO SUPPORTED THE WORKFORCE INDICATORS REPORT AND OTHER WORKFORCE DEVELOPMENT PROGRAMS.$75,000$70,000
WORKFORCE HOUSING. RESEARCH AND COMPILATION OF THE "WORKFORCE INDICATORS REPORT". THE REPORT EXAMINES THE CRITICAL SHORTAGE OF AFFORDABLE HOUSING AND THE "SKILLS GAP" IN AVAILABLE EMPOYEES IN ORANGE COUNTY, CA.$40,000$8,520
SUPPORTED THE ANNUAL ECONOMIC DEVELOPMENT CONFERENCE.$22,401-
SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM. LEA TRAINED ABOUT 8,000 PARENTS WHICH INVOLVED 500 TRAINERS, 143 SCHOOLS, 27 COALITION PARTNERS, AND 11 SCHOOL DISTRICTS IN ORANGE COUNTY, ON THE TEN EDUCATIONAL COMMANDMENTS. DISTRIBUTED 30,500 COPIES OF THE "TEN EDUCATIONAL COMMANDMENTS FOR PARENTS" IN FOUR LANGUAGES.$11,865-
SUPPORTED THE CHAIRMAN'S LEADERSHIP SPEAKER SERIES. 2015 INLCUDED FOUR PROGRAMS WITH DEANS AND CEO'S DISCUSING THIER TOOLS FOR SUCCESS.$8,100$8,100
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCETTA DUNNC.E.O.-$0--
LUCETTA DUNNSecretary-$0--
DANETTE PARENTEC.F.O.-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Danette Parente
Title
C.f.o.
Signed
2016-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Mayes & Mailly
Address
2091 Business Center Dr 130, Irvine, CA 92612
Preparer
Diana Mailly
Phone
9497520410
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: ORANGE COUNTY BUSINESS COUNCIL | Donee's Address: 2 PARK PLAZA STE 100 IRVINE CA 92614 | Cash Amount Given: $86620”

Other Expenses.1

“FILING FEES $70”

Raw XML Appendix154 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM. LEA TRAINED ABOUT 8,000 PARENTS WHICH INVOLVED 500 TRAINERS, 143 SCHOOLS, 27 COALITION PARTNERS, AND 11 SCHOOL DISTRICTS IN ORANGE COUNTY, ON THE TEN EDUCATIONAL COMMANDMENTS. DISTRIBUTED 30,500 COPIES OF THE "TEN EDUCATIONAL COMMANDMENTS FOR PARENTS" IN FOUR LANGUAGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE. THE CONFERENCE FOCUSED ON BRINGING BUSINESS AND WORKFORCE EDUCATION LEADERS TOGETHER TO CULTIVATE A WORKFORCE FIT FOR AN INCREASINGLY INTERDEPENDENT AND COMPETITIVE GLOBAL ECONOMY.ALSO SUPPORTED THE WORKFORCE INDICATORS REPORT AND OTHER WORKFORCE DEVELOPMENT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORTED THE ANNUAL ECONOMIC DEVELOPMENT CONFERENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3WORKFORCE HOUSING. RESEARCH AND COMPILATION OF THE "WORKFORCE INDICATORS REPORT". THE REPORT EXAMINES THE CRITICAL SHORTAGE OF AFFORDABLE HOUSING AND THE "SKILLS GAP" IN AVAILABLE EMPOYEES IN ORANGE COUNTY, CA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4SUPPORTED THE CHAIRMAN'S LEADERSHIP SPEAKER SERIES. 2015 INLCUDED FOUR PROGRAMS WITH DEANS AND CEO'S DISCUSING THIER TOOLS FOR SUCCESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ORANGE COUNTY BUSINESS COUNCIL | Donee's Address: 2 PARK PLAZA STE 100 IRVINE CA 92614 | Cash Amount Given: $86620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EDUCATION & RESEARCH INST
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ReturnHeader/PreparerPersonGrp/PhoneNum09497520410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA MAILLY
ReturnHeader/ReturnTs02016-03-22T09:32:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,525
Liabilities
-
Net assets
$141,525
Revenue
$158,636
Expenses
$162,881
Net income
-$4,245
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