Civic Intelligence

The Angell Foundation

990PF • Fiscal year 2018 • EIN 01-0789717

Jul 01, 2017 to Jun 30, 2018 • Filed on May 22, 2019

Organization Profile

View Organization Page

11150 W Olympic Blvd No 915Los Angeles, CA 90064

(310) 475-9700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

25th percentile

$219,937

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2015 to 2018

Revenue Growth

65th percentile

10%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$124,116,224

Down $2,091,760 (-1.7%) from 2015

Net Assets

$124,082,813

No earlier filing loaded for comparison.

Liabilities

Down

$33,411

Down $31,452 (-48%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin81st percentile

Revenue

Up

$11,058,026

Up $2,784,924 (+34%) from 2015

Expenses

Down

$8,268,416

Down $87,317 (-1.0%) from 2015

Net Income

Up

$2,789,610

Up $2,872,241 (+3476%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $108,468,312Liabilities 2011: $12,0132011Assets 2012: $115,368,443Liabilities 2012: $18,6862012Assets 2013: $123,399,450Liabilities 2013: $80,6262013Assets 2014: $123,720,939Liabilities 2014: $26,8002014Assets 2015: $126,207,984Liabilities 2015: $64,8632015Assets 2018: $124,116,224Liabilities 2018: $33,411Net Assets 2018: $124,082,8132018Assets 2019: $124,174,693Liabilities 2019: $34,372Net Assets 2019: $124,140,3212019Assets 2020: $129,849,291Liabilities 2020: $56,047Net Assets 2020: $129,793,2442020Assets 2021: $118,335,921Liabilities 2021: $96,786Net Assets 2021: $118,239,1352021Assets 2022: $124,999,602Liabilities 2022: $107,696Net Assets 2022: $124,891,9062022Assets 2023: $125,282,251Liabilities 2023: $124,573Net Assets 2023: $125,157,6782023

Highlighted filing

2018

Assets$124,116,224
Liabilities$33,411
Net Assets$124,082,813
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $16,294,858Expenses 2011: $5,666,979Net Income 2011: $10,627,8792011Revenue 2012: $13,121,761Expenses 2012: $6,572,573Net Income 2012: $6,549,1882012Revenue 2013: $14,850,383Expenses 2013: $6,600,804Net Income 2013: $8,249,5792013Revenue 2014: $7,950,302Expenses 2014: $7,973,180Net Income 2014: -$22,8782014Revenue 2015: $8,273,102Expenses 2015: $8,355,733Net Income 2015: -$82,6312015Revenue 2018: $11,058,026Expenses 2018: $8,268,416Net Income 2018: $2,789,6102018Revenue 2019: $6,803,359Expenses 2019: $8,039,859Net Income 2019: -$1,236,5002019Revenue 2020: $10,821,921Expenses 2020: $8,580,163Net Income 2020: $2,241,7582020Revenue 2021: $5,741,529Expenses 2021: $9,328,568Net Income 2021: -$3,587,0392021Revenue 2022: $17,731,734Expenses 2022: $9,517,544Net Income 2022: $8,214,1902022Revenue 2023: $9,553,435Expenses 2023: $9,043,769Net Income 2023: $509,6662023

Highlighted filing

2018

Revenue$11,058,026
Expenses$8,268,416
Net Income$2,789,610
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 22, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY ORETZKYPresidentFT$195,000$24,937$219,937
ANGEL ROBERSON DANIELSV-President GrantsFT$155,417$17,310$172,727
MARIAN BUKRINSKYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Angell Foundation
EIN
01-0789717
Phone
3104759700
Address
11150 W OLYMPIC BLVD NO 915, LOS ANGELES, CA 90064

Signing Officer

Name
Perry Oretzky
Title
President
Phone
3104759700
Signed
2019-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Perry S Oretzky CPA
Address
11150 W OLYMPIC BLVD STE 915, LOS ANGELES, CA 90064
Preparer
Perry Oretzky
Phone
3104759700
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PF1 PART I COLUMN A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0LATE FILING EXCEPTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1DAVLYN INVESTMENTS LLC A SINGLE MEMBER LLC
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0REASONABLE CAUSE WAIVER REQUEST - IRC 6651, FAILURE TO FILE; LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1STATEMENT REGARDING SINGLE-MEMBER LLC:DAVLYN INVESTMENTS LLC (FEIN 81-3488386)IS AWHOLLY-OWNED SINGLE MEMBER LLC. ALL TAX ATTRIBUTESARE INCLUDED IN FORM 990PF.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt011381163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt011646234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt065653777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt099272499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE EQUITIES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt010541639
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt010510517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01589752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1714840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224031072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3916096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE ENTITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OIL AND GAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIVATE PLACEMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02499193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12328639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27795950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02050679
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04217220
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt01641248
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt013918
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0NOT APPLICABLE
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06281817
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01641248
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07923065
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt050531
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0105540
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04217220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0250417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0350417
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06068750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06068750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03134961
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt020151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01727627
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02050679
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02789610
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041121685
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05858468
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05025866
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0107469
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0107469
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0221910
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0221910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04823
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt068464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-156464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013918
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0334088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0587195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0942733
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt049793
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt012468
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt062261
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt032857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0303010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07102289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0762517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08268416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05788383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011058026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01033539
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0762517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02199666
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt017711
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt017711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1113799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt468849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt571483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6301326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7295914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8189545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9142336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1088980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1186518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1251008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1326676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt148897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15144537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16328206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1778958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1847245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1938772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2025370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22172793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2385081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24293767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26173681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2717000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2820798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29154565

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Filings

Displayed year

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

Open filing
Assets
$124,116,224
Liabilities
$33,411
Net assets
$124,082,813
Revenue
$11,058,026
Expenses
$8,268,416
Net income
$2,789,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$125$0.12$125$9.55$9.04$0.51
2022Detailed filing. Detailed filing data is available for this year.$125$0.11$125$17.7$9.52$8.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$0.10$118$5.74$9.33$3.59
2020Detailed filing. Detailed filing data is available for this year.$130$0.06$130$10.8$8.58$2.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$0.03$124$6.80$8.04$1.24
2018Detailed filing. Detailed filing data is available for this year.$124$0.03$124$11.1$8.27$2.79
2015Summary only. Only limited summary data is available for this year.$126$0.06$8.27$8.36$0.08
2014Summary only. Only limited summary data is available for this year.$124$0.03$7.95$7.97$0.02
2013Summary only. Only limited summary data is available for this year.$123$0.08$14.9$6.60$8.25
2012Summary only. Only limited summary data is available for this year.$115$0.02$13.1$6.57$6.55
2011Summary only. Only limited summary data is available for this year.$108$0.01$16.3$5.67$10.6