Civic Intelligence

The Orion Fund

990 • Fiscal year 2019 • EIN 42-6651461

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

Organization Profiletheorionfund.org
PO Box 11518Piedmont, CA 94611

(510) 652-1883

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-8.5%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$90,732

Up $11,090 (+14%) from 2018

Net Assets

Up

$90,732

Up $11,090 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

Down

$79,480

Down $7,380 (-8.5%) from 2018

Expenses

Up

$68,390

Up $6,462 (+10%) from 2018

Net Income

Down

$11,090

Down $13,842 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2017: $79,642Liabilities 2017: $0Net Assets 2017: $79,6422017Assets 2018: $79,642Liabilities 2018: $0Net Assets 2018: $79,6422018Assets 2019: $90,732Liabilities 2019: $0Net Assets 2019: $90,7322019Assets 2020: $96,862Liabilities 2020: $0Net Assets 2020: $96,8622020Assets 2021: $99,475Liabilities 2021: $0Net Assets 2021: $99,4752021Assets 2022: $111,748Liabilities 2022: $0Net Assets 2022: $111,7482022Assets 2023: $93,215Liabilities 2023: $0Net Assets 2023: $93,2152023Assets 2024: $105,324Liabilities 2024: $141Net Assets 2024: $105,1832024Assets 2025: $100,307Liabilities 2025: $260Net Assets 2025: $100,0472025

Highlighted filing

2019

Assets$90,732
Liabilities$0
Net Assets$90,732
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $86,860Expenses 2017: $61,928Net Income 2017: $24,9322017Revenue 2018: $86,860Expenses 2018: $61,928Net Income 2018: $24,9322018Revenue 2019: $79,480Expenses 2019: $68,390Net Income 2019: $11,0902019Revenue 2020: $73,786Expenses 2020: $67,656Net Income 2020: $6,1302020Revenue 2021: $85,886Expenses 2021: $83,273Net Income 2021: $2,6132021Revenue 2022: $78,666Expenses 2022: $66,393Net Income 2022: $12,2732022Revenue 2023: $66,679Expenses 2023: $85,212Net Income 2023: -$18,5332023Revenue 2024: $116,623Expenses 2024: $104,655Net Income 2024: $11,9682024Revenue 2025: $102,923Expenses 2025: $108,059Net Income 2025: -$5,1362025

Highlighted filing

2019

Revenue$79,480
Expenses$68,390
Net Income$11,090
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.0
Gross Receipts
$87,742
Mission and Program Overview

Mission

Providing grants to college students living with serious illness and injury, so that they may continue working toward their educational goals.

To aid college students living with serious illness and injury, so that they may continue working toward their educational goals. Each year we provide grants for uncovered medical costs, medical technology, educational costs and living expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$53,541$64,631▲ $11,090
Savings and Temporary Cash Investments$25,101$25,101→ $0
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$79,642$90,732▲ $11,090
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$79,642$90,732▲ $11,090
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$79,642$90,732▲ $11,090
Total Liabilities and Net Assets / Fund Balance$79,642$90,732▲ $11,090
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Shirley TarnoffPresident
Cynthia Chin-PerezDirector
Florence MouDirector
Julie WalshDirector
Kaylene HirtzerDirector
Lisa MinDirector
Molly ClarkDirector
Pam HirtzerSecretary
Christian CharnauxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,505
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$10,975
All Other Contributions
$57,749
Change in Net Assets
$11,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,602
Other Expenses$1,788
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$66,602--$66,602
Office Expenses-$1,788-$1,788
Total Functional Expenses$66,602$1,788$0$68,390
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,237
Fundraising Direct Expenses$8,262
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf tournament$29,993$19,237$8,262$10,975
Total Events$29,993$19,237$8,262$10,975
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is presented to the officers of the organization for their review and approval prior to sending the return to the IRS. The final copy is distributed to each board member.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Form 990, Part VIII, Line 1F

“Contributions: Individuals $42,004 Corporate $1,500 Foundations $25,000 Total $68,505”

Filing and Contact Details

Filer

Filer Name
Orion Fund
EIN
42-6651461
Phone
5106521883
Address
PO Box 11518, Piedmont, CA 94611

Signing Officer

Name
Christian Charnaux
Title
Treasurer
Phone
5103292490
Signed
2019-11-10

Organization Details

Principal Officer
Pam Hirtzer
Formed
2004
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 13

“$66,602 were paid to 31 California college students registered during the 2018-19 school year.”

Form 990, Part III

“We serve students under the age of thirty who are facing a serious health crisis. Grantees have included students suffering from cancer, Crohn's disease, rheumatoid arthritis, catastrophic injury due to violent acts or accidents, and immunological disorders. We ask for grantees to submit proof of college enrollment, financial need and verification of medical condition. With only volunteer staff and no overhead, almost 100% of donations go directly to our college students.”

Form 990, Part X, Line 9

“Deposit for Golf Tournament in October 2019: $1,000”

Raw XML AppendixShowing 400 of 401 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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IRS990/Desc0For the fiscal year ended June 30, 2019, the Orion Fund provided 31 student's grants in response to applications from over 50 college campuses in California. The grants ranged from $500 to over $5,000 per student and totaled $66,602.
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019237
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010975
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08262
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt066602
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Student grants for medical emergency
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0medical bills
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Grant application process usually includes corroboration of the medical condition from the student's school supporting agency and actual medical bills supporting the grant request.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$66,602 were paid to 31 California college students registered during the 2018-19 school year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We serve students under the age of thirty who are facing a serious health crisis. Grantees have included students suffering from cancer, Crohn's disease, rheumatoid arthritis, catastrophic injury due to violent acts or accidents, and immunological disorders. We ask for grantees to submit proof of college enrollment, financial need and verification of medical condition. With only volunteer staff and no overhead, almost 100% of donations go directly to our college students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A draft of form 990 is presented to the officers of the organization for their review and approval prior to sending the return to the IRS. The final copy is distributed to each board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contributions: Individuals $42,004 Corporate $1,500 Foundations $25,000 Total $68,505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deposit for Golf Tournament in October 2019: $1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VIII, Line 1f
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part X, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt079642
IRS990/TotalAssetsEOYAmt090732
IRS990/TotalAssetsGrp/BOYAmt079642
IRS990/TotalAssetsGrp/EOYAmt090732
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068505
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01788
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066602
IRS990/TotalFunctionalExpensesGrp/TotalAmt068390
IRS990/TotalGrossUBIAmt010975
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt090732
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt066602
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079480
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt010975
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079642
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt090732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt079642
IRS990/UnrestrictedNetAssetsGrp/EOYAmt090732
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0291 Scenic Avenue
IRS990/USAddress/CityNm0Piedmont
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094611
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0theorionfund.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Christian Charnaux
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05103292490
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORION FUND
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0426651461
ReturnHeader/Filer/PhoneNum05106521883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 11518
ReturnHeader/Filer/USAddress/CityNm0Piedmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094611
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.241.139.0
ReturnHeader/ReturnTs02019-11-11T16:54:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$90,732
Liabilities
$0
Net assets
$90,732
Revenue
$79,480
Expenses
$68,390
Net income
$11,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$1.03$1.08$0.05
2024Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$1.17$1.05$0.12
2023Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.67$0.85$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.79$0.66$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.86$0.83$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.74$0.68$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.79$0.68$0.11
2018Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.87$0.62$0.25
2017Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.87$0.62$0.25