Civic Intelligence

Orange County Education and Research Institute

990EZ • Fiscal year 2016 • EIN 95-3851959

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$86,203

Down $55,322 (-39%) from 2015

Net Assets

Down

$86,203

Down $55,322 (-39%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$128,292

Down $30,344 (-19%) from 2015

Expenses

Up

$183,614

Up $20,733 (+13%) from 2015

Net Income

Down

-$55,322

Down $51,077 (-1203%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$86,203
Liabilities-
Net Assets$86,203

Operations Trend

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

2016

Revenue$128,292
Expenses$183,614
Net Income-$55,322
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Gross Receipts
$128,292
Mission and Program Overview

Mission

Business education/research

Program Services

DescriptionGrantsExpenses
WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE WITH 280 IN ATTENDANCE. 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.$73,967$50,000
NEW SKILLS AT WORK PROJECTRESEARCH REPORT AND EVENT THAT ADDRESSED THE SKILLS GAP BETWEEN EMPLOYEE SKILLS AND EMPLOYER DEMAND THAT EXISTS IN MANY INDUSTRIES. RESEARCH FOCUSES ON MIDDLE-SKILL LEVEL JOBS IN HELATHCARE, IT, AND ADVANCED MANUFACTURING.$54,400-
SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM. LEA TRAINED ABOUT 10,000 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.$33,588-
RED TAPE TO RED CARPET AWARDS PROGRAMTHIS PROGRAM AWARDED OUTSTANDING AGENCIES FOR IMPLEMENTING POLICIES AND PROCEDURES THAT BREAK DOWN BARRIERS TO GROWTH AND OPEN THE DOOR TO JOBS CREATION IN ORANGE COUNTY.$13,163-
SUPPORTED THE CHAIRMAN'S LEADERSHIP SPEAKER SERIES. 2016 INLCUDED FOUR PROGRAMS FEATURING CEO DISCUSING THIER TOOLS FOR SUCCESS. AVERAGE ATTENDANCE OF 100 PER EVENT.$8,000-
Compensation and Service Providers

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
2017-05-25
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: $50000

Other Expenses.1007

Conferences, Conventions, and Meetings $45129

Other Expenses.1

FILING FEES $50

Other Expenses.2

BANK CHARGES $2

Raw XML Appendix156 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/DescriptionProgramSrvcAccomTxt1WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE WITH 280 IN ATTENDANCE. 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.
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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: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $45129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES $50
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ReturnHeader/ReturnTs02017-05-31T13:57:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings