ORANGE COUNTY EDUCATION & RESEARCH INST

EIN: 953851959 501(c)(3) Youth Development

IRVINE, CA

Total Revenue
$277,109
Total Expenses
$172,168
Total Assets
$273,026
Net Assets
$273,026
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer
LUCETTA DUNN
Phone
9494762242
Tax Period
2018-01-01 to 2018-12-31

ORANGE COUNTY EDUCATION & RESEARCH INST is a small nonprofit in the Youth Development sector that reported $277K in total revenue in fiscal year 2018. The organization ran a surplus of $105K, a strong 38% operating margin.

Mission

BUSINESS EDUCATION/RESEARCH

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $277,100
Program Service Revenue $0
Investment Income $9
Other Revenue $0
TOTAL REVENUE $277,109

Expense Breakdown

Grants Paid $45,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $171,642
Other Expenses $127,168
TOTAL EXPENSES $172,168

Year-over-Year Comparison

2018 2017 Change
Revenue $277,109 N/A N/A
Expenses $172,168 N/A N/A
Net Income $104,941 N/A N/A
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUCETTA DUNN C.E.O. 0.00
Director
$0 $0 $0
LUCETTA DUNN SECRETARY 0.00
Director
$0 $0 $0
DANETTE PARENTE C.F.O. 0.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $277,109 $172,168 $273,026 $104,941
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