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Mentat School, Inc.

 PO BOX 1321
 Laguna Beach, CA 92652
[P] (949) 395-9558
[F] --
[email protected]
Heather Oliver
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 93-0633467 00001



Mission StatementMORE »

To teach people the foundation personal skills they need to succeed on their own terms.

Mission Statement

To teach people the foundation personal skills they need to succeed on their own terms.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $1,200.00
Projected Revenue $1,200.00

ProgramsMORE »

  • The Days of Your Week
  • Re-Minding™
  • Help Me Remember

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

To teach people the foundation personal skills they need to succeed on their own terms.

Background Statement

Beginning in 1974, The Mentat School, Inc. has continuously taught classes in personal power, power in communication, goal setting and planning, SORTing™ out confusions, project management, Re-Minding™memory technique, clearing internal impediments to personal success, and freedom skills.
Free monthly workshops were televised and aired over public cable access in the 1980's and throughout the 1990's reaching thirty thousand viewers.
Personal effectiveness training was integrated into several martial arts systems taught in eight different dojos, producing national champions, and increases in students' personal power in their daily lives.

Impact Statement

  • Gave a free Re-Minding™presentation of a numbered memory system to half a hundred women of the Assistance League of Laguna Beach, CA.
  •  Gave a free presentation in Re-Minding™ memory technique for reducing stress to the Navy Testing Facility at China Lake, CA.
  • We would like to 'up' our offering to once per month, of free to the public presentations to local groups. 
  • We would like to video the workshops, and use segments in whole or in part to create promotional and educational materials.

Needs Statement

We'd like to give, free to the public, presentations in Re-Minding™ a memory enhancement and stress reduction technique.  A few simple techniques can give you the boost you need to succeed in your endeavors.  We would like invitations to present to local groups.
We estimate minimally one hundred dollars in ad and post workshop questionnaire printing costs per event.
We would like money to purchase course manuals to give to workshop participants.  Each manual costs six dollars.
We would like to record presentations for online promotion and education, showing how easy it is to learn Re-Minding™, and how effective it is in reducing stress.  Recording and studio editing equipment are roughly estimated to be rented at four hundred dollars per event or purchased for four thousand dollars.
Volunteers are needed who have video skills, as well as those who are able to set up chairs and tables, check in attendees, hand out follow up questionnaires, and break down the set ups.

CEO Statement

Our organization teaches unique techniques that provide a strong foundation of increased understanding that stimulate continuing insights for the individual student.

Board Chair Statement

I began teaching memory training to fellow students as a freshman in college in 1962. In the mid-seventies, I invented and began teaching SORTing™, a method for rapid internal conflict resolution. In the 1970s I formulated Mentat training for personal and organizational management. This was followed by Re-Minding™ to give students enhanced memory skills. Currently, I am finalizing a course in HumanGPS™, a program for understanding and optimizing the navigation system built into every human being's brain. This course immediately lowers stress and focuses motivation, enhancing students' ability to find their way to personal fulfillment.

Other Ways to Donate/Volunteer

Mailing a check.Volunteer opportunities are not limited to, and are primarily in facilitating free to the public workshops, that present and teach memory skills, for improved performance and stress reduction.

Geographic Area Served

South Orange County

Organization Categories

  1. Education - Student Services
  2. Education - Adult Education
  3. Education - Single Organization Support



The Days of Your Week

One hour workshop, free to the public, teaches participants how to use memory skills to keep track of appointments, school assignments, to-do items, activities or goals for the coming week.
Budget  $3,000.00
Category  Education, General/Other Educational Programs
Population Served General/Unspecified
Program Short-Term Success  Participants will have learned how to memorize appointments, school assignments deadlines, to do items, activities and goals for the coming week, gaining a new confidence in their abilities to keep track of what's next.
Program Long-Term Success  Imagine a time when no one is stressed out about forgetting an appointment, school assignment, to do item, activity or goal for the coming week.
Program Success Monitored By  Post workshop questionnaires ask participants how well they learned the technique, and how helpful they feel it will be for them in their daily life.
Examples of Program Success  Participants report having new confidence in their daily living, in being able to keep track of the things that are important to them.


One hour workshop, free to the public, presents Re-Minding™ memory technique that literally recreates your mindset,  freeing you from stressful distractions allowing you choose to focus on your true needs and desires.
Budget  $3,000.00
Category  Education, General/Other Education, General/Other
Population Served General/Unspecified
Program Short-Term Success  Students will find relief from stressful memories, and new found motivation for their desires.
Program Long-Term Success  Individuals can have the benefits of a trained memory, allowing them to focus on their aims in life.
Program Success Monitored By  Post workshop questionnaires ask the student to evaluate the impact the skills learned in the workshop have had on their outlook with regard to a specific stressful memory, and how they foresee their future motivation about the subject addressed.  The skills presented include a minus ten to plus ten rating.
Examples of Program Success  During a preliminary study over several months, participants averaged a sixteen point improvement in how they felt about subjects addressed using the Re-Minding technique.

Help Me Remember

One hour workshop, free to the public, for caregivers of those with failing memories. Presents techniques to help remember a short list of daily tasks, to reinforce the important memories that maintain identity, and encouragement to use written notes, pictures and technology.
Budget  $3,000.00
Category  Education, General/Other Education, General/Other
Population Served Aging, Elderly, Senior Citizens Families Adults
Program Short-Term Success  Participants learn a numbered system and a linking system for memorization.
Program Long-Term Success  Caregivers of those with failing memories have tools for helping people remember their own goals, giving them some self sufficiency, as well as, helping them remember their own identity and the identity of people and things that are important to them.
Program Success Monitored By  Post workshop questionnaires of workshop participants determine how well the skills taught have been learned, and how helpful the participants feel the techniques will be for them to use with people with failing memories.
Examples of Program Success 
 One student adapted the memory technique she learned at The Mentat School when caring for her elderly father, and said it was 'a life saver'.
 Another colleague discovered the techniques could be taught to those with advanced dementia, and create jaw dropping demonstration of successful memory when the patient recounted their daily goals, and surprised their caregiver with recognition of the person from whom she learned the techniques.


CEO/Executive Director Dr. Jim Samuels
CEO Term Start --
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --


Award Awarding Organization Year
Most Inspirational Program Series "The Warrior Philosopher" Public Cable Access, NW Region of the US 1992


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 9
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? --
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses


CEO Comments


Foundation Comments



Board Chair Dr Jim Samuels
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Shirley Izaguirre -- --
Dr Jay Klusky -- --
Heather Oliver -- --
Dr Jim Samuels -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 2
Male: 2
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions 0%
Percentage of In-Kind Contributions 50%
Board Orientation --

CEO Comments


Foundation Comments


Standing Committees



Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $1,200.00
Projected Expenses $1,200.00
Form 990s

2017 Form 990-N(ePostcard)2017

2016 2016 MSI exempt organizations select check

2015 2015 epostcard filing

2014 2014 epostcard filing

2013 2013 Form 990-N epostcard.pdf

2012 2012 Form 990-N epostcard.pdf

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $1,200 $1,211 $1,200
Total Expenses $1,750 $1,328 $860

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $1,200 $1,211 $1,200
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $1,750 $1,211 $1,200
Administration Expense -- -- --
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.69 0.91 1.40
Program Expense/Total Expenses 100% 91% 140%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $43,866 $38,477 $35,761
Current Assets $43,866 $38,477 $35,761
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets $43,866 $38,477 $35,761

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments


Foundation Comments

Due to this organization's size, they are only required to file a 990N form. Summary financial data is per the compiled financials provided by the organization and consultation with the organization.


Other Documents

No Other Documents currently available.