Civic Intelligence

The Orel Foundation

990EZ • Fiscal year 2015 • EIN 20-5656498

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 13, 2016

25876 The Old Road 294Stevenson Ranch, CA 91381

(818) 321-8501

Siviq Scores

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

Liabilities / Assets

91st percentile

0.67x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

99th percentile

$140,753

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 85.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$32,778

Down $1,080 (-3.2%) from 2014

Net Assets

Down

$10,861

Down $1,080 (-9.0%) from 2014

Liabilities

Flat

$21,917

Flat from 2014

Revenue

Down

$165,000

Down $33,233 (-17%) from 2014

Expenses

Down

$166,080

Down $3,586 (-2.1%) from 2014

Net Income

Down

-$1,080

Down $29,647 (-104%) from 2014

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20K-$40KAssets 2011: $12,649Liabilities 2011: $23,9472011Assets 2012: $329Liabilities 2012: $21,9172012Assets 2013: $2,291Liabilities 2013: $23,917Net Assets 2013: -$21,6262013Assets 2014: $33,858Liabilities 2014: $21,917Net Assets 2014: $11,9412014Assets 2015: $32,778Liabilities 2015: $21,917Net Assets 2015: $10,8612015Assets 2016: $11,952Liabilities 2016: $21,917Net Assets 2016: -$9,9652016Assets 2017: $8,564Liabilities 2017: $21,917Net Assets 2017: -$13,3532017Assets 2018: $14,236Liabilities 2018: $21,917Net Assets 2018: -$7,6812018Assets 2019: $18,951Liabilities 2019: $21,917Net Assets 2019: -$2,9662019Assets 2020: $5,118Liabilities 2020: $0Net Assets 2020: $5,1182020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$32,778
Liabilities$21,917
Net Assets$10,861

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $121,200Expenses 2011: $116,705Net Income 2011: $4,4952011Revenue 2012: $66,500Expenses 2012: $76,790Net Income 2012: -$10,2902012Revenue 2013: $101,819Expenses 2013: $101,857Net Income 2013: -$382013Revenue 2014: $198,233Expenses 2014: $169,666Net Income 2014: $28,5672014Revenue 2015: $165,000Expenses 2015: $166,080Net Income 2015: -$1,0802015Revenue 2016: $151,250Expenses 2016: $172,076Net Income 2016: -$20,8262016Revenue 2017: $150,932Expenses 2017: $154,320Net Income 2017: -$3,3882017Revenue 2018: $153,200Expenses 2018: $147,528Net Income 2018: $5,6722018Revenue 2019: $150,000Expenses 2019: $145,285Net Income 2019: $4,7152019Revenue 2020: $131,917Expenses 2020: $123,833Net Income 2020: $8,0842020Revenue 2021: $905Expenses 2021: $6,023Net Income 2021: -$5,1182021

Highlighted filing

2015

Revenue$165,000
Expenses$166,080
Net Income-$1,080
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 13, 2016
Return Version
2014v6.0
Gross Receipts
$165,000
Mission and Program Overview

Mission

Classical music education and advocacy.

Program Services

DescriptionGrantsExpenses
Ziering-Conlon Initiative for Recovered Voices at The Colburn School, overseeing & teaching courses and organizing performances of musical works.$150,000$122,832
Multiple guest lectures and meetings, as well as consultancies in support of the performance of music of relevant composers.-$32,755
Continuation & expansion of the mission of the foundation through commissioning & editing website articles as well as fundraising through travel & other appearances.-$8,189
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ELIASPresident/CEOFT$110,000$30,753$140,753
JAMES CONLONChairmanPT$0--
HOPE BOONSHAFTSecretary-$0--
BRENDA BARNESDirector-$0--
DR LEN HOROVITZDirector-$0--
MICHAEL RUBINSTEINDirector-$0--
THURMOND SMITHGALLDirector-$0--
ROBERT TANCERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Orel Foundation
EIN
20-5656498
Phone
8183218501
Address
25876 The Old Road 294, Stevenson Ranch, CA 91381

Signing Officer

Name
Robert Elias
Title
President
Phone
8183218501
Signed
2016-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Wm Powers & Company PSC
Address
149 Grant Park Drive, Dayton, KY 41074
Preparer
William J Powers
Phone
8597819996
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Editorial 4500. Insurance 1798. Film production 0. Bank charges 574. Conferences 5409. Office supplies 808. Licenses & fees 275.

Raw XML Appendix190 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Facts and Circumstances Test
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Taxpayer meets the 10% test and if not for the unusual
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8charitable work in the community and regularly sponsors and
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt9participates in programs designed to further its charitable
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt10work and to appeal to the community and the general public.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt II Ln 17a
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDITORIAL 4500. INSURANCE 1798. FILM PRODUCTION 0. BANK CHARGES 574. CONFERENCES 5409. OFFICE SUPPLIES 808. LICENSES & FEES 275.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08183218501
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Orel Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OREL
ReturnHeader/Filer/EIN0205656498
ReturnHeader/Filer/PhoneNum08183218501
ReturnHeader/Filer/USAddress/AddressLine1Txt025876 The Old Road 294
ReturnHeader/Filer/USAddress/CityNm0Stevenson Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091381
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0149 Grant Park Drive
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041074
ReturnHeader/PreparerPersonGrp/PhoneNum08597819996
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J POWERS
ReturnHeader/ReturnTs02016-07-13T14:26:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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Filings