The Orel Foundation

990EZ • Fiscal year 2013 • EIN 20-5656498

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 09, 2014

Organization Profile www.orelfoundation.org

25876 The Old Road 29491381

Siviq Scores

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

10.44x

Higher debt load relative to assets than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-0.0%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

596%

Faster asset growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

53%

Faster revenue growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets99th percentile

Assets

$2,291

Up $1,962 (+596%) from 2012

Net Assets

-$21,626

No earlier filing loaded for comparison.

Liabilities

$23,917

Up $2,000 (+9.1%) from 2012

Revenue And Expenses

Liabilities / Revenue88th percentile Net Margin41st percentile

Revenue

$101,819

Up $35,319 (+53%) from 2012

Expenses

$101,857

Up $25,067 (+33%) from 2012

Net Income

-$38

Up $10,252 (+100%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2013

Assets$2,291

Liabilities$23,917

Net Assets-$21,626

Open 2013 Filing

Operations Trend

Revenue Growth86th percentile

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

Highlighted filing

2013

Revenue$101,819

Expenses$101,857

Net Income-$38

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2012 to Aug 31, 2013
Signed: Jul 9, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

Classical music education and advocacy.

Filing and Contact Details

Filer

EIN: 20-5656498

Raw XML Appendix177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	1.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	ROBERT ELIAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	JAMES CONLON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	HOPE BOONSHAFT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	BRENDA BARNES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	DR LEN HOROVITZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	MICHAEL RUBINSTEIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	THURMOND SMITHGALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	ROBERT TANCER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President/CEO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	26720
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Classical music education and advocacy.
IRS990EZ/PrintingPublicationsPostage	0	300
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	A CONFERENCE ON "THE MUSICAL WORLDS OF POLISH JEWS, 1920 - 1960: IDENTITY, POLITICS AND CULTURE."
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	Multiple guest lectures and meetings, as well as consultancies in support of the performance of music of relevant composers.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	Fundraising and planning for new Ziering-Conlon Initiative for Recovered Voices at The Colburn School commencing September 1, 2013.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	8163
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	50210
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	16327
IRS990EZ/ProgramServiceRevenue	0	0
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SalariesOtherCompEmplBenefits	0	72928
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	21917
IRS990EZ/SumOfTotalLiabilities/EOY	0	23917
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	25876 THE OLD ROAD 294
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	STEVENSON RANCH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	91381
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	ROBERT ELIAS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8183218501
IRS990EZ/TotalAssets/BOY	0	329
IRS990EZ/TotalAssets/EOY	0	2291
IRS990EZ/TotalExpenses	0	101857
IRS990EZ/TotalProgramServiceExpenses	0	74700
IRS990EZ/TotalRevenue	0	101819
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	www.orelfoundation.org
IRS990ScheduleA/AmountsSubstContributorsTotal	0	186000
IRS990ScheduleA/FactsAndCircumstancesTest	0	PT II LINE 17A: UNUSUAL GRANTS RECEIVED; OTHER ADDL INFO: 2008 $275,000; OTHER ADDL INFO: 2009 $181,000; OTHER INCOME PART II, LINE 10; DESCRIPTION: UNUSUAL GRANTS; 2008: 275000.; 2009: 181000.;
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	101819
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	66500
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	121200
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	100
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	10
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	489
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	499
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IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years	0	181000
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years	0	275000
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	100
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IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
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IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	Facts and Circumstances Test
IRS990ScheduleO/GeneralExplanation/Explanation	1	Taxpayer meets the 10% test and if not for the unusual
IRS990ScheduleO/GeneralExplanation/Explanation	2	grants, the percentage would be closer to 22%. The
IRS990ScheduleO/GeneralExplanation/Explanation	3	organization receives substantial public support from a
IRS990ScheduleO/GeneralExplanation/Explanation	4	representative number of persons, considering thjat it has
IRS990ScheduleO/GeneralExplanation/Explanation	5	only been in existence for six years. The organization also
IRS990ScheduleO/GeneralExplanation/Explanation	6	maintains definitive programs to accomplish its charitable
IRS990ScheduleO/GeneralExplanation/Explanation	7	work in the community and regularly sponsors and
IRS990ScheduleO/GeneralExplanation/Explanation	8	participates in programs designed to further its charitable
IRS990ScheduleO/GeneralExplanation/Explanation	9	work and to appeal to the community and the general public.
IRS990ScheduleO/GeneralExplanation/Explanation	10	EDITORIAL 1500. MEALS AND ENTERTAINMENT 595. FILM PRODUCTION 4865. WEBSITE 400. REGISTRATION FEES 91. BANK CHARGES 344. CONFERENCES 6925. RECORDING PRODUCTION 8000. OTHER FUNDRAISING EXPENSES 4000.
IRS990ScheduleO/GeneralExplanation/Identifier	0	Part II, Line 17a
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	205656498
ReturnHeader/Filer/Name/BusinessNameLine1	0	THE OREL FOUNDATION
ReturnHeader/Filer/NameControl	0	OREL
ReturnHeader/Filer/Phone	0	8183218501
ReturnHeader/Filer/USAddress/AddressLine1	0	25876 THE OLD ROAD 294
ReturnHeader/Filer/USAddress/City	0	STEVENSON RANCH
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ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-07-09
ReturnHeader/Officer/Name	0	ROBERT ELIAS
ReturnHeader/Officer/Phone	0	8183218501
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/Preparer/DatePrepared	0	2014-07-09
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	ALEXANDRIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	KY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	410019225
ReturnHeader/Preparer/Name	0	WILLIAM J POWERS
ReturnHeader/Preparer/Phone	0	8599080556
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-09-01
ReturnHeader/TaxPeriodEndDate	0	2013-08-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-07-09T13:54:53-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $2,291
Liabilities: $23,917
Net assets: -$21,626
Revenue: $101,819
Expenses: $101,857
Net income: -$38

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.01	$0.06	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$1.32	$1.24	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$0.19	$0.22	$0.03	$1.50	$1.45	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$0.14	$0.22	$0.08	$1.53	$1.48	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$0.09	$0.22	$0.13	$1.51	$1.54	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.12	$0.22	$0.10	$1.51	$1.72	$0.21
2015Detailed filing. Detailed filing data is available for this year.	$0.33	$0.22	$0.11	$1.65	$1.66	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.34	$0.22	$0.12	$1.98	$1.70	$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.02	$0.24	$0.22	$1.02	$1.02	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.00	$0.22		$0.67	$0.77	$0.10
2011Summary only. Only limited summary data is available for this year.	$0.13	$0.24		$1.21	$1.17	$0.04