Civic Intelligence

Vortex Foundation

990PF • Fiscal year 2018 • EIN 13-7212742

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 29, 2019

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

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

97th percentile

156%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

958%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$634,518

Up $386,964 (+156%) from 2017

Net Assets

Up

$629,265

Up $450,399 (+252%) from 2017

Liabilities

Down

$5,253

Down $63,435 (-92%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

Up

$1,073,464

Up $972,035 (+958%) from 2017

Expenses

Up

$623,065

Up $378,763 (+155%) from 2017

Net Income

Up

$450,399

Up $593,272 (+415%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2018

Assets$634,518
Liabilities$5,253
Net Assets$629,265
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$1,073,464
Expenses$623,065
Net Income$450,399
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
2019-10-29
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 Appendix317 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/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/TotalGrantOrContriPdDurYrAmt0608337
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/AppliedToCurrentYearAmt031551
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0213875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt094007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01057126
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0576786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0213875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt094007
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0608337
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0576786
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01101381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0524595
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0VICTORIA L SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01160 PARK AVENUE 10D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010128
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01048064
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08364
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2249
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08364
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2249
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt068688
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05253
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA LEA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-29
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/ReturnTs02019-10-29T14:27:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$634,518
Liabilities
$5,253
Net assets
$629,265
Revenue
$1,073,464
Expenses
$623,065
Net income
$450,399
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
2018Detailed filing. Detailed filing data is available for this year.$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