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)

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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

Program Service Accomplishments

Program 1
Expenses: $162,659 Revenue: $161,000

WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE WITH 185 IN ATTENDANCE. THE CONFERENCE FOCUSED ON BRINGING BUSINESS AND WORKFORCE EDUCATION LEADERS TOGETHER TO CULTIVATE A...

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WORKFORCE DEVELOPMENT.SPONSORED THE ANNUAL WORKFORCE DEVELOPMENT CONFERENCE WITH 185 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.

Program 2
Expenses: $6,322 Revenue: $2,500

SUPPORTED 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...

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SUPPORTED 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.

Program 3
Expenses: $2,661 Revenue: $5,600

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...

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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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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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