Civic Intelligence

The Angell Foundation

990PF • Fiscal year 2019 • EIN 01-0789717

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$213,950

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

25th percentile

0.0%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$124,174,693

Up $58,469 (+0.0%) from 2018

Net Assets

Up

$124,140,321

Up $57,508 (+0.0%) from 2018

Liabilities

Up

$34,372

Up $961 (+2.9%) from 2018

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin12th percentile

Revenue

Down

$6,803,359

Down $4,254,667 (-38%) from 2018

Expenses

Down

$8,039,859

Down $228,557 (-2.8%) from 2018

Net Income

Down

-$1,236,500

Down $4,026,110 (-144%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$124,174,693
Liabilities$34,372
Net Assets$124,140,321
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$6,803,359
Expenses$8,039,859
Net Income-$1,236,500
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY ORETZKYPresidentFT$195,000$18,950$213,950
ANGEL ROBERSON DANIELSV-President GrantsFT$170,000$15,601$185,601
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
2020-05-14
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/FormAndLineReferenceDesc0PF1 PART I COLUMN A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DAVLYN INVESTMENTS LLC A SINGLE MEMBER LLC
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT 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/EOYBookValueAmt09054548
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09162396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt059028443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt072352374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE EQUITIES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt012110422
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt012531350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01349172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11214606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226516957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3916096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE ENTITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OIL AND GAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIVATE PLACEMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02018196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12000840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt230361811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02233819
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03326021
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0143519
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0NOT APPLICABLE
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05703359
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05703359
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt053953
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0107906
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03326021
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0265000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0365000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06251000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06251000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01100000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt016409
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01932151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02233819
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1236500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt035193713
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03326021
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04646760
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0110954
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0110954
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0216622
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0216622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt039437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt080065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0143519
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0143519
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0143553
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0573968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0737321
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt052245
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt013061
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt065306
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt031827
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt081157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07118757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0754931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08039859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05401691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06803359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0867757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0754931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01788859
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt08119
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt08119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0129227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt359614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt422883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt534136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt641824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt765914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt840065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt983450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1058707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1135002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1228002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13110924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1434879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1562585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1626455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1723879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1816051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1923486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2014739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2112509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22103387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2322307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2448924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25118479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2649433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2799045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28171857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2946496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3055634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31169404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32134637

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,174,693
Liabilities
$34,372
Net assets
$124,140,321
Revenue
$6,803,359
Expenses
$8,039,859
Net income
-$1,236,500
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
2019Detailed filing. Detailed filing data is available for this year.$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