Civic Intelligence

Vortex Foundation

990PF • Fiscal year 2015 • EIN 13-7212742

Jan 01, 2015 to Dec 31, 2015 • Filed on Dec 12, 2016

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

78th percentile

0.07x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-4.7%

Faster asset growth than 35% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$447,343

Down $22,069 (-4.7%) from 2014

Net Assets

Down

$413,843

Down $55,569 (-12%) from 2014

Liabilities

Up

$33,500

Up $33,500 from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin8th percentile

Revenue

Down

$69,680

Down $64,936 (-48%) from 2014

Expenses

Down

$125,249

Down $20,561 (-14%) from 2014

Net Income

Down

-$55,569

Down $44,375 (-396%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$447,343
Liabilities$33,500
Net Assets$413,843
Open 2015 Filing

Operations Trend

Revenue Growth11th 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

2015

Revenue$69,680
Expenses$125,249
Net Income-$55,569
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Dec 12, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th 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
2016-12-12
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 Appendix315 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/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/Amt0112754
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/TotalGrantOrContriPdDurYrAmt0112754
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/AppliedToCurrentYearAmt034535
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt075770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355573
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075770
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112754
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078219
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0377779
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0299560
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06509
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt261
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt261
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02651
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02651
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02651
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03500
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA LEA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-12
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/ReturnTs02016-12-12T13:32:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,343
Liabilities
$33,500
Net assets
$413,843
Revenue
$69,680
Expenses
$125,249
Net income
-$55,569
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