Civic Intelligence

The Orion Fund

990 • Fiscal year 2024 • EIN 42-6651461

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

Organization ProfileTHEORIONFUND.ORG
PO Box 11518Piedmont, CA 94611

(510) 652-1883

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$105,324

Flat from 2024

Net Assets

Flat

$105,183

Flat from 2024

Liabilities

Flat

$141

Flat from 2024

Revenue And Expenses

Revenue

Flat

$116,623

Flat from 2024

Expenses

Flat

$104,655

Flat from 2024

Net Income

Flat

$11,968

Flat from 2024

Historical Trend

Balance Sheet Trend

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 2024: $105,324Liabilities 2024: $141Net Assets 2024: $105,1832024Assets 2025: $100,307Liabilities 2025: $260Net Assets 2025: $100,0472025

Highlighted filing

2024

Assets$105,324
Liabilities$141
Net Assets$105,183
Open 2024 Filing

Operations Trend

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 2024: $116,623Expenses 2024: $104,655Net Income 2024: $11,9682024Revenue 2025: $102,923Expenses 2025: $108,059Net Income 2025: -$5,1362025

Highlighted filing

2024

Revenue$116,623
Expenses$104,655
Net Income$11,968
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$126,539
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$67,078$79,185▲ $12,107
Savings and Temporary Cash Investments$25,137$25,139▲ $2
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$93,215$105,324▲ $12,109
Liabilities
Accounts Payable and Accrued Expenses-$141-
Total Liabilities$0$141▲ $141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,215$105,183▲ $11,968
Total Net Assets Fund Balance$93,215$105,183▲ $11,968
Total Liabilities and Net Assets / Fund Balance$93,215$105,324▲ $12,109
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alexandria CoariExecutive DiPT$15,492$15,492
April KenyonExecutive DiPT$7,292$7,292

Board Members and Trustees

NameTitle
Pam HirtzerPresident
Florence MouDirector
Julie WalshDirector
Kaylene HirtzerDirector
Molly ClarkDirector
Ron HornDirector
Sara MesingDirector
Lisa MinSecretary
Christian CharnauxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,335
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$7,285
All Other Contributions
$93,835
Change in Net Assets
$11,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,063
Salaries, Compensation, and Employee Benefits$22,784
Other Expenses$10,808
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$71,063--$71,063
Current Officers, Directors, Trustees, and Key Employees$22,784--$22,784
Information Technology$4,597--$4,597
Fees for Services Other$3,520--$3,520
Advertising$1,744--$1,744
Fees for Services Accounting$475--$475
Office Expenses$472--$472
Total Functional Expenses$104,655$0$0$104,655
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,201
Fundraising Direct Expenses$9,916
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,701$17,201$9,916$7,285
Total Events$32,701$17,201$9,916$7,285
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 35% controlled entity
No
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, Page 6, Part VI, 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, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Orion Fund
EIN
42-6651461
Phone
5106521883
Address
PO BOX 11518, PIEDMONT, CA 94611

Signing Officer

Name
Pam Hirtzer
Title
President
Phone
5106521883
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Hirtzer
Formed
2004
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Vitus Cpas LLC
Address
4630 SINGING HILLS BLVD, SIOUX CITY, IA 51106
Preparer
Drake a Swedlund CPA
Phone
7122766617
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAM HIRTZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106521883
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORION FUND
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0426651461
ReturnHeader/Filer/PhoneNum05106521883
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051106
ReturnHeader/PreparerPersonGrp/PhoneNum07122766617
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DRAKE A SWEDLUND CPA
ReturnHeader/ReturnTs02024-10-30T11:52:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,324
Liabilities
$141
Net assets
$105,183
Revenue
$116,623
Expenses
$104,655
Net income
$11,968
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
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.17$1.05$0.12
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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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