Civic Intelligence

The Orion Fund

990 • Fiscal year 2025 • EIN 42-6651461

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 06, 2025

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

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

32nd percentile

-5.0%

Higher net margin than 32% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-4.8%

Faster asset growth than 37% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$100,307

Down $5,017 (-4.8%) from 2024

Net Assets

Down

$100,047

Down $5,136 (-4.9%) from 2024

Liabilities

Up

$260

Up $119 (+84%) from 2024

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin32nd percentile

Revenue

Down

$102,923

Down $13,700 (-12%) from 2024

Expenses

Up

$108,059

Up $3,404 (+3.3%) from 2024

Net Income

Down

-$5,136

Down $17,104 (-143%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2025

Assets$100,307
Liabilities$260
Net Assets$100,047
Open 2025 Filing

Operations Trend

Revenue Growth31st 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

2025

Revenue$102,923
Expenses$108,059
Net Income-$5,136
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$118,987
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$79,185$74,165▼ $5,020
Savings and Temporary Cash Investments$25,139$25,142▲ $3
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$105,324$100,307▼ $5,017
Liabilities
Accounts Payable and Accrued Expenses$141$260▲ $119
Total Liabilities$141$260▲ $119
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,183$100,047▼ $5,136
Total Net Assets Fund Balance$105,183$100,047▼ $5,136
Total Liabilities and Net Assets / Fund Balance$105,324$100,307▼ $5,017
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Pam HirtzerPresident
Florence MouDirector
Julie WalshDirector
Kaylene HirtzerDirector
Molly ClarkDirector
Persis BerlekampDirector
Lisa MinSecretary
Wendy BevierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,994
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$8,926
All Other Contributions
$78,994
Change in Net Assets
$-5,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,405
Salaries, Compensation, and Employee Benefits$29,669
Other Expenses$9,985
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$68,405--$68,405
Other Salaries and Wages$29,669--$29,669
Information Technology$5,437--$5,437
Fees for Services Other$1,988--$1,988
Advertising$1,125--$1,125
Fees for Services Accounting$960--$960
Office Expenses$475--$475
Total Functional Expenses$108,059$0$0$108,059
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,990
Fundraising Direct Expenses$16,064
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$39,990$24,990$16,064$8,926
Total Events$39,990$24,990$16,064$8,926
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
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Hirtzer
Formed
2004
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Vitus Accounting Solutions LLC
Address
4630 SINGING HILLS BLVD, SIOUX CITY, IA 51106
Preparer
Drake a Swedlund CPA
Phone
7122766617
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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT APPLICATION PROCESS USUALLY INCLUDES CORROBORATION OF THE MEDICAL CONDITION FROM THE STUDENT'S SCHOOL SUPPORTING AGENCY, OR THE ATTNEDING PHYSICIAN AND ACTUAL MEDICAL BILLS PROVIDED TO SUPPORT THE GRANT APPLICATION. ALL SUPPORTING DOCUMENTATION IS ON FILE AT THE ORION FUND OFFICE.
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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/BusinessOfficerGrp/SignatureDt02025-11-06
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
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ReturnHeader/ReturnTs02025-11-06T16:47:10-05:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,307
Liabilities
$260
Net assets
$100,047
Revenue
$102,923
Expenses
$108,059
Net income
-$5,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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
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