Civic Intelligence

Orange County Education and Research Institute

990 • Fiscal year 2018 • EIN 95-3851959

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

Organization ProfileN/A
2 Park PlazaIrvine, CA 92614

(949) 476-2242

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$273,026

Flat from 2018

Net Assets

Flat

$273,026

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$277,109

Flat from 2018

Expenses

Flat

$172,168

Flat from 2018

Net Income

Flat

$104,941

Flat from 2018

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 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

2018

Assets$273,026
Liabilities$0
Net Assets$273,026
Open 2018 Filing

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 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

2018

Revenue$277,109
Expenses$172,168
Net Income$104,941
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
Gross Receipts
$277,109
Mission and Program Overview

Mission

Business education/research

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$168,085$273,026▲ $104,941
Rtn Earn Endowment Incm Other Fnds$168,085$273,026▲ $104,941
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$168,085$273,026▲ $104,941
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$168,085$273,026▲ $104,941
Total Liabilities and Net Assets / Fund Balance$168,085$273,026▲ $104,941
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lucetta DunnC.e.o.
Danette ParenteC.f.o.
Lucetta DunnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$277,100
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$0
All Other Contributions
$277,100
Change in Net Assets
$104,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,168
Grants and Similar Amounts Paid$45,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$126,642--$126,642
Grants to Domestic Orgs$45,000--$45,000
Fees for Services Accounting-$470-$470
Other Expenses-$6-$6
Total Functional Expenses$171,642$526$0$172,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange County Business CounciIrvine, CA501(c)(6)-$45,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucetta Dunn
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: red tape to red carpet awards programthis program awarded outstanding companies, government entities, and agencies for implementing policies and procedures that break down barriers to growth and open the door to jobs creation in orange county.”

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTED THE LATINO EDUCATION ATTAINMENT (LEA) PROGRAM, WHICH PROVIDES PARENTS THE TOOLS AND RESOURCES NEEDED TO ENSURE STUDENT SUCCESS. 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 31,000 COPIES OF THE "TEN EDUCATIONAL COMMANDMENTS FOR PARENTS" IN FOUR LANGUAGES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt045000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ORANGE COUNTY BUSINESS COUNCIL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0168085
IRS990/TotalAssetsEOYAmt0273026
IRS990/TotalAssetsGrp/BOYAmt0168085
IRS990/TotalAssetsGrp/EOYAmt0273026
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0277100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171642
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0168085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0273026
IRS990/TotalOtherProgSrvcRevenueAmt08000
IRS990/TotalProgramServiceExpensesAmt0171642
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277109
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168085
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0273026
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02 PARK PLAZA STE 100
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092614
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANETTE PARENTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0C.F.O.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EDUCATION & RESEARCH INST
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0953851959
ReturnHeader/Filer/PhoneNum09494762242
ReturnHeader/Filer/USAddress/AddressLine1Txt02 PARK PLAZA
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330527446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mayes & Mailly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02091 Business Center Dr 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09497520410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA MAILLY
ReturnHeader/ReturnTs02019-04-30T14:33:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,026
Liabilities
$0
Net assets
$273,026
Revenue
$277,109
Expenses
$172,168
Net income
$104,941
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
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