Civic Intelligence

Vortex Foundation

990PF • Fiscal year 2014 • EIN 13-7212742

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile
1160 Park AvenueNew York, NY 10128

(212) 410-2333

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-8.3%

Higher net margin than 27% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

377%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$469,412

Down $24,595 (-5.0%) from 2013

Net Assets

Down

$469,412

Down $11,194 (-2.3%) from 2013

Liabilities

Down

$0

Down $13,401 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Up

$134,616

Up $106,380 (+377%) from 2013

Expenses

Up

$145,810

Up $50,485 (+53%) from 2013

Net Income

Up

-$11,194

Up $55,895 (+83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2014

Assets$469,412
Liabilities$0
Net Assets$469,412
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$134,616
Expenses$145,810
Net Income-$11,194
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA LEA SMITHPresident-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Victoria Lea Smith
Title
President
Signed
2015-11-04
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 Appendix308 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02715
AccountingFeesSchedule/AccountingFeesDetail/Amt02715
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BRUCE A. ROSEN, CPA, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0345949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0643195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt075536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt015418
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0119472
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0-282
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0134616
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134616
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02715
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02715
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02715
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03709
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0119472
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0132375
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0132375
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt015418
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015418
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015418
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11194
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0320071
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119472
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0123181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt08720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0-282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-282
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt011435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt011435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2106693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2119191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2119191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2225884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDUCIARY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDUCIARY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDUCIARY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119472
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-212
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11194
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0469412
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0480606
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0469412
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038368
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038368
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038368
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039600
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01232
IRS990PF/DistributableAmountGrp/TotalTaxAmt01232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05194
IRS990PF/FMVAssetsEOYAmt0764768
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0480606
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0469412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0443976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0345949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0643195
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025481
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt073646
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024550
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt047927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt047927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0494007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0469412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0764768
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013401
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0494007
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0469412
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0480606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0469412
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0804053
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023964
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0780089
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012061
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039600
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0791992
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0804053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VICTORIA LEA SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01160 PARK AVENUE - 10D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010128
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt092425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt093657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt084040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0101220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0112913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt061110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt098156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.11670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.10473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.12958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.15100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0791992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0802484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0781163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0747774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0778311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0820169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0132375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.58349
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0131143
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0132375
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01232
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0132375
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A FORMAL LETTER DESCRIBING THE PETITIONING ORGANIZATION OR GROUP, THEIR TAX EXEMPT STATUS AND A STATEMENT DETAILING THE PROPOSED USE TO WHICH THE GRANT WILL BE APPLIED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0VICTORIA LEA SMITH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02124216600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01160 PARK AVENUE APT 10D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
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/Amt0132375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0approved
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0132375
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/AppliedToCurrentYearAmt038368
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt057148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299560
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022206
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094007
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0356708
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0262701
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08213
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2407
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2407
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-282
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-282
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-282
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA LEA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VORTEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VORT
ReturnHeader/Filer/EIN0137212742
ReturnHeader/Filer/PhoneNum02124102333
ReturnHeader/Filer/USAddress/AddressLine1Txt01160 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
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/ReturnTs02015-11-04T07:18:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,412
Liabilities
$0
Net assets
$469,412
Revenue
$134,616
Expenses
$145,810
Net income
-$11,194
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