Civic Intelligence

David I Oreck Foundation C/O Rsm Us LLP

990PF • Fiscal year 2024 • EIN 72-1486909

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profile
400 Poydras Street 2550New Orleans, LA 70130

(800) 535-8810

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.1%

Faster asset growth than 29% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$2,180,627

Down $46,261 (-2.1%) from 2023

Net Assets

Down

$2,178,627

Down $46,261 (-2.1%) from 2023

Liabilities

Flat

$2,000

Flat from 2023

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin13th percentile

Revenue

Down

$141,882

Down $21,896 (-13%) from 2023

Expenses

Up

$188,297

Up $48,298 (+34%) from 2023

Net Income

Down

-$46,415

Down $70,194 (-295%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,542,715Liabilities 2010: $0Net Assets 2010: $2,542,7152010Assets 2011: $2,546,352Liabilities 2011: $0Net Assets 2011: $2,546,3522011Assets 2012: $2,489,664Liabilities 2012: $12012Assets 2013: $2,440,372Liabilities 2013: $0Net Assets 2013: $2,440,3722013Assets 2014: $2,443,335Liabilities 2014: $0Net Assets 2014: $2,443,3352014Assets 2015: $2,461,566Liabilities 2015: $0Net Assets 2015: $2,461,5662015Assets 2016: $2,331,838Liabilities 2016: $0Net Assets 2016: $2,331,8382016Assets 2017: $2,271,396Liabilities 2017: $0Net Assets 2017: $2,271,3962017Assets 2018: $2,263,382Liabilities 2018: $0Net Assets 2018: $2,263,3822018Assets 2019: $2,267,550Liabilities 2019: $0Net Assets 2019: $2,267,5502019Assets 2020: $2,232,747Liabilities 2020: $3,500Net Assets 2020: $2,229,2472020Assets 2021: $2,241,950Liabilities 2021: $3,500Net Assets 2021: $2,238,4502021Assets 2022: $2,201,109Liabilities 2022: $0Net Assets 2022: $2,201,1092022Assets 2023: $2,226,888Liabilities 2023: $2,000Net Assets 2023: $2,224,8882023Assets 2024: $2,180,627Liabilities 2024: $2,000Net Assets 2024: $2,178,6272024

Highlighted filing

2024

Assets$2,180,627
Liabilities$2,000
Net Assets$2,178,627
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $205,2442010Expenses 2011: $79,3912011Revenue 2012: $36,227Expenses 2012: $92,915Net Income 2012: -$56,6882012Revenue 2013: $82,343Expenses 2013: $131,635Net Income 2013: -$49,2922013Revenue 2014: $91,414Expenses 2014: $88,451Net Income 2014: $2,9632014Revenue 2015: $132,630Expenses 2015: $114,399Net Income 2015: $18,2312015Revenue 2016: $34,336Expenses 2016: $164,064Net Income 2016: -$129,7282016Revenue 2017: $110,212Expenses 2017: $170,654Net Income 2017: -$60,4422017Revenue 2018: $143,638Expenses 2018: $151,652Net Income 2018: -$8,0142018Revenue 2019: $89,325Expenses 2019: $85,157Net Income 2019: $4,1682019Revenue 2020: $93,439Expenses 2020: $131,742Net Income 2020: -$38,3032020Revenue 2021: $123,580Expenses 2021: $114,377Net Income 2021: $9,2032021Revenue 2022: $76,511Expenses 2022: $113,852Net Income 2022: -$37,3412022Revenue 2023: $163,778Expenses 2023: $139,999Net Income 2023: $23,7792023Revenue 2024: $141,882Expenses 2024: $188,297Net Income 2024: -$46,4152024

Highlighted filing

2024

Revenue$141,882
Expenses$188,297
Net Income-$46,415
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce J OreckDirector-$0--
Thomas A OreckDirector-$0--
Christopher C Vescio CPADirector-$0--
Filing and Contact Details

Filer

Filer Name
Oreck Family Foundation
EIN
72-1486909
Phone
8005358810
Address
400 Poydras Street 2550, New Orleans, LA 70130

Signing Officer

Name
Bruce J Oreck
Title
Director
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Vescio Family Advisors LLC
Address
2 DEPOT PLAZA SUITE 403, BEDFORD HILLS, NY 10507
Preparer
Christopher C Vescio CPA
Phone
9143589888
Raw XML Appendix288 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bruce J Oreck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas A Oreck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christopher C Vescio CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22 Depot Plaza Suite 403
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Albright-Knox Art Gallery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2USA Weightlifting Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 Olympic Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Museum Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Buffalo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Corning
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0175000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031251
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0143749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169249
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0137998
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0143749
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06914
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06914
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0140
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0154
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Other
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to David Oreck Estate
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02000
TaxesSchedule/TaxesDetail/Amt03736
TaxesSchedule/TaxesDetail/Amt1647
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03736
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1647
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce J Oreck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oreck Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OREC
ReturnHeader/Filer/EIN0721486909
ReturnHeader/Filer/PhoneNum08005358810
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Poydras Street 2550
ReturnHeader/Filer/USAddress/CityNm0New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273435057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VESCIO FAMILY ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 DEPOT PLAZA SUITE 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010507
ReturnHeader/PreparerPersonGrp/PhoneNum09143589888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER C VESCIO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T08:44:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,180,627
Liabilities
$2,000
Net assets
$2,178,627
Revenue
$141,882
Expenses
$188,297
Net income
-$46,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14$0.19$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.22$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.08$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.14$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.11$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.03$0.16$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.13$0.05
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.04$0.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08
2010Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.21
Peer Organizations

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