Civic Intelligence

Vortex Foundation

990PF • Fiscal year 2017 • EIN 13-7212742

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

87th percentile

0.28x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.68x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-141%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

163%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$247,554

Down $83,225 (-25%) from 2016

Net Assets

Down

$178,866

Down $142,873 (-44%) from 2016

Liabilities

Up

$68,688

Up $59,648 (+660%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin5th percentile

Revenue

Up

$101,429

Up $62,799 (+163%) from 2016

Expenses

Up

$244,302

Up $113,568 (+87%) from 2016

Net Income

Down

-$142,873

Down $50,769 (-55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2017

Assets$247,554
Liabilities$68,688
Net Assets$178,866
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$101,429
Expenses$244,302
Net Income-$142,873
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-15
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 Appendix305 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/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
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/TotalGrantOrContriPdDurYrAmt0237207
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/AppliedToCurrentYearAmt023332
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt094007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt063322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0524595
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0213875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt094007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044255
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0237207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0213875
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0587917
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0374042
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04009
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2161
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04009
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04009
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2161
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09040
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt068688
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA LEA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/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/ReturnTs02018-11-15T11:43:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,554
Liabilities
$68,688
Net assets
$178,866
Revenue
$101,429
Expenses
$244,302
Net income
-$142,873
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
2017Detailed filing. Detailed filing data is available for this year.$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