Civic Intelligence

Vortex Foundation

EIN 13-7212742 • New York, NY

1160 Park Avenue 10DNew York, NY 10128
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.13x

Higher debt load relative to assets than 95% of similar nonprofits.

<$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

20.91x

Higher debt load relative to revenue than 99% of similar nonprofits.

<$500k nonprofits • Source year 2020

Net Margin

4th percentile

-998%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

92nd percentile

86%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-1.6%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$452,510

Up $209,157 (+86%) from 2019

Liabilities

Up

$509,417

Up $452,159 (+790%) from 2019

Net Assets

Down

-$56,907

Down $243,002 (-131%) from 2019

Operations
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Down

$24,359

Down $405 (-1.6%) from 2019

Expenses

Down

$267,361

Down $200,573 (-43%) from 2019

Net Income

Up

-$243,002

Up $200,168 (+45%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2010: $692,201Liabilities 2010: $0Net Assets 2010: $692,2012010Assets 2011: $596,989Liabilities 2011: $5,536Net Assets 2011: $591,4532011Assets 2012: $565,460Liabilities 2012: $17,7652012Assets 2013: $494,007Liabilities 2013: $13,401Net Assets 2013: $480,6062013Assets 2014: $469,412Liabilities 2014: $0Net Assets 2014: $469,4122014Assets 2015: $447,343Liabilities 2015: $33,500Net Assets 2015: $413,8432015Assets 2016: $330,779Liabilities 2016: $9,040Net Assets 2016: $321,7392016Assets 2017: $247,554Liabilities 2017: $68,688Net Assets 2017: $178,8662017Assets 2018: $634,518Liabilities 2018: $5,253Net Assets 2018: $629,2652018Assets 2019: $243,353Liabilities 2019: $57,258Net Assets 2019: $186,0952019Assets 2020: $452,510Liabilities 2020: $509,417Net Assets 2020: -$56,9072020

Highlighted filing

2020

Assets$452,510
Liabilities$509,417
Net Assets-$56,907
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $75,2112010Expenses 2011: $123,4932011Revenue 2012: $68,399Expenses 2012: $112,157Net Income 2012: -$43,7582012Revenue 2013: $28,236Expenses 2013: $95,325Net Income 2013: -$67,0892013Revenue 2014: $134,616Expenses 2014: $145,810Net Income 2014: -$11,1942014Revenue 2015: $69,680Expenses 2015: $125,249Net Income 2015: -$55,5692015Revenue 2016: $38,630Expenses 2016: $130,734Net Income 2016: -$92,1042016Revenue 2017: $101,429Expenses 2017: $244,302Net Income 2017: -$142,8732017Revenue 2018: $1,073,464Expenses 2018: $623,065Net Income 2018: $450,3992018Revenue 2019: $24,764Expenses 2019: $467,934Net Income 2019: -$443,1702019Revenue 2020: $24,359Expenses 2020: $267,361Net Income 2020: -$243,0022020

Highlighted filing

2020

Revenue$24,359
Expenses$267,361
Net Income-$243,002
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,510
Liabilities
$509,417
Net assets
-$56,907
Revenue
$24,359
Expenses
$267,361
Net income
-$243,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.51$0.06$0.02$0.27$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.06$0.19$0.02$0.47$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.01$0.63$1.07$0.62$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.07$0.18$0.10$0.24$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.01$0.32$0.04$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.41$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.13$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.03$0.10$0.07
2012Summary only. Only limited summary data is available for this year.$0.57$0.02$0.07$0.11$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.12
2010Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA LEA SMITHPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUSPFNEW YORK, NY, US$254,797
Filing and Contact Details

Filer

Filer Name
Vortex Foundation
EIN
13-7212742
Phone
2124102333
Address
1160 PARK AVENUE 10D, NEW YORK, NY 10128

Signing Officer

Name
Victoria Lea Smith
Title
President
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Rosen CPA PC
Address
7 Cobblestone Court, Centerport, NY 11721
Preparer
Bruce a Rosen CPA
Phone
6317541600
Raw XML Appendix299 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY, CULTURAL, AND SCIENTIFIC FIELDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATION MAY BE SUBMITTED AT ANY TIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0VICTORIA LEA SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0254797
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0STATEMENT ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254797
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/AppliedToCurrentYearAmt035110
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0420044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0576786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0213875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt094239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01524631
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0219687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0420044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0576786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0213875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt094239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254797
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0219687
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01602850
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01383163
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt09228
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09228
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2111
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt057258
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1OTHER LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0159417
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1350000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA LEA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VORTEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VORT
ReturnHeader/Filer/EIN0137212742
ReturnHeader/Filer/PhoneNum02124102333
ReturnHeader/Filer/USAddress/AddressLine1Txt01160 PARK AVENUE 10D
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113549288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Rosen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Cobblestone Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011721
ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02021-11-11T05:33:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VICTORIA LEA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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