Civic Intelligence

The Orel Foundation

990EZ • Fiscal year 2018 • EIN 20-5656498

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 13, 2019

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

96th percentile

1.54x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.14x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$129,408

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 84.5% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$14,236

Up $5,672 (+66%) from 2017

Net Assets

Up

-$7,681

Up $5,672 (+42%) from 2017

Liabilities

Flat

$21,917

Flat from 2017

Revenue

Up

$153,200

Up $2,268 (+1.5%) from 2017

Expenses

Down

$147,528

Down $6,792 (-4.4%) from 2017

Net Income

Up

$5,672

Up $9,060 (+267%) from 2017

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

2018

Assets$14,236
Liabilities$21,917
Net Assets-$7,681

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

2018

Revenue$153,200
Expenses$147,528
Net Income$5,672
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 13, 2019
Return Version
2017v2.2
Gross Receipts
$153,200
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$110,273
Multiple guest lectures and meetings, as well as consultancies in support of the performance of music of relevant composers.-$29,406
Continuation & expansion of the mission of the foundation through commissioning & editing website articles as well as fundraising through travel & other appearances.-$7,352
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ELIASPresident/CEOFT$110,000$19,408$129,408
JAMES CONLONChairmanPT$0--
HOPE BOONSHAFTSecretary-$0--
BRENDA BARNESDirector-$0--
DR LEN HOROVITZDirector-$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
2019-07-13
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 1000.

Form 990EZ, Part I, Line 16

Insurance 1369.

Form 990EZ, Part I, Line 16

Film production

Form 990EZ, Part I, Line 16

Bank charges 278.

Form 990EZ, Part I, Line 16

Conferences 2222.

Form 990EZ, Part I, Line 16

Office supplies 58.

Form 990EZ, Part I, Line 16

Licenses & fees 85.

Form 990EZ, Part I, Line 16

Research

Raw XML Appendix187 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT ELIAS
IRS990EZ/BooksInCareOfDetail/PhoneNum08183218501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025876 The Old Road 294
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stevenson Ranch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091381
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014236
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0153200
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05672
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0219
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014236
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0153200
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-7681
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0110000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt019408
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT ELIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES CONLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOPE BOONSHAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR LEN HOROVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THURMOND SMITHGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT TANCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Classical music education and advocacy.
IRS990EZ/PrintingPublicationsPostageAmt0574
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Ziering-Conlon Initiative for Recovered Voices at The Colburn School, overseeing & teaching courses and organizing performances of musical works.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Multiple guest lectures and meetings, as well as consultancies in support of the performance of music of relevant composers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Continuation & expansion of the mission of the foundation through commissioning & editing website articles as well as fundraising through travel & other appearances.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0150000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129406
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27352
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147528
IRS990EZ/TotalProgramServiceExpensesAmt0147031
IRS990EZ/TotalRevenueAmt0153200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.orelfoundation.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0See statement attached.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Other Income Part II, Line 10 Description: Unusual Grants 2013: 162500. 2014: 150000. 2015: 150000. 2016: 150000. 2017: 150000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2See statement attached.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt II Ln 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt056115
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0150000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0150000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0150000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0162500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0762500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.03800
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt031115
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt025000
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035733
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt056115
IRS990ScheduleA/TotalSupportAmt0818615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Editorial 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 1369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Film production
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank charges 278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences 2222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office supplies 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses & fees 85.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Research
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08183218501
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-13
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.170.235.239
ReturnHeader/FilingSecurityInformation/IPDt02019-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:17:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wm Powers & Company PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0149 Grant Park Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041074
ReturnHeader/PreparerPersonGrp/PhoneNum08597819996
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J POWERS
ReturnHeader/ReturnTs02019-07-13T14:17:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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Filings