THE ORION FUND (EIN 426651461) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

PAM HIRTZER

Phone

5106521883

Tax Period

2023-07-01 to 2024-06-30

THE ORION FUND, founded in 2004, is a small nonprofit in the Education sector that reported $117K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $105K left a modest 10% surplus.

Mission

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $109,335

Program Service Revenue $0

Investment Income $3

Other Revenue $7,285

TOTAL REVENUE $116,623

Expense Breakdown

Grants Paid $71,063

Salaries & Benefits $22,784

Fundraising Expenses $0

Program Expenses $104,655

Other Expenses $10,808

TOTAL EXPENSES $104,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,623	$66,679	+0.7%
Expenses	$104,655	$85,212	+0.2%
Net Income	$11,968	$-18,533	-1.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$22,784

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRIA COARI	EXECUTIVE DI	20.00	Officer	$15,492	$0	$15,492
APRIL KENYON	EXECUTIVE DI	20.00	Officer	$7,292	$0	$7,292
MOLLY CLARK	DIRECTOR	3.00	Director	$0	$0	$0
KAYLENE HIRTZER	DIRECTOR	3.00	Director	$0	$0	$0
RON HORN	DIRECTOR	3.00	Director	$0	$0	$0
SARA MESING	DIRECTOR	3.00	Director	$0	$0	$0
FLORENCE MOU	DIRECTOR	3.00	Director	$0	$0	$0
JULIE WALSH	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTIAN CHARNAUX	TREASURER	3.00	Officer	$0	$0	$0
PAM HIRTZER	PRESIDENT	5.00	Officer	$0	$0	$0
LISA MIN	SECRETARY	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$116,623	$104,655	$105,324	$11,968
2024	$116,623	$104,655	$105,324	$11,968
2023	$66,679	$85,212	$93,215	$-18,533
2022	$78,666	$66,393	$111,748	$12,273
2021	$85,886	$83,273	$99,475	$2,613
2020	$73,786	$67,656	$96,862	$6,130
2019	$79,480	$68,390	$90,732	$11,090

THE ORION FUND