Civic Intelligence

The Fortuna Foundation

EIN 20-1789195 • Houston, TX

10001 Westheimer Road 2888Houston, TX 77042
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.67x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

53.19x

Higher debt load relative to revenue than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

59th percentile

1.3%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1756%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$26,663

Up $334 (+1.3%) from 2023

Liabilities

Flat

$17,767

Flat from 2023

Net Assets

Up

$8,896

Up $334 (+3.9%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin99th percentile

Revenue

Up

$334

Up $316 (+1756%) from 2023

Expenses

Down

$0

Down $26 (-100%) from 2023

Net Income

Up

$334

Up $342 (+4275%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2011: $174,031Liabilities 2011: $17,7672011Assets 2012: $174,372Liabilities 2012: $17,7672012Assets 2013: $74,707Liabilities 2013: $17,767Net Assets 2013: $56,9402013Assets 2014: $74,814Liabilities 2014: $17,767Net Assets 2014: $57,0472014Assets 2015: $74,921Liabilities 2015: $17,767Net Assets 2015: $57,1542015Assets 2016: $75,044Liabilities 2016: $17,767Net Assets 2016: $57,2772016Assets 2017: $75,188Liabilities 2017: $17,767Net Assets 2017: $57,4212017Assets 2018: $75,528Liabilities 2018: $17,767Net Assets 2018: $57,7612018Assets 2019: $76,121Liabilities 2019: $17,767Net Assets 2019: $58,3542019Assets 2020: $76,282Liabilities 2020: $17,767Net Assets 2020: $58,5152020Assets 2021: $76,342Liabilities 2021: $17,767Net Assets 2021: $58,5752021Assets 2022: $26,337Liabilities 2022: $17,767Net Assets 2022: $8,5702022Assets 2023: $26,329Liabilities 2023: $17,767Net Assets 2023: $8,5622023Assets 2024: $26,663Liabilities 2024: $17,767Net Assets 2024: $8,8962024

Highlighted filing

2024

Assets$26,663
Liabilities$17,767
Net Assets$8,896
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $675Expenses 2011: $0Net Income 2011: $6752011Revenue 2012: $341Expenses 2012: $0Net Income 2012: $3412012Revenue 2013: $341Expenses 2013: $100,006Net Income 2013: -$99,6652013Revenue 2014: $107Expenses 2014: $0Net Income 2014: $1072014Revenue 2015: $107Expenses 2015: $0Net Income 2015: $1072015Revenue 2016: $123Expenses 2016: $0Net Income 2016: $1232016Revenue 2017: $143Expenses 2017: $0Net Income 2017: $1432017Revenue 2018: $341Expenses 2018: $0Net Income 2018: $3412018Revenue 2019: $593Expenses 2019: $0Net Income 2019: $5932019Revenue 2020: $161Expenses 2020: $0Net Income 2020: $1612020Revenue 2021: $60Expenses 2021: $0Net Income 2021: $602021Revenue 2022: $19Expenses 2022: $50,024Net Income 2022: -$50,0052022Revenue 2023: $18Expenses 2023: $26Net Income 2023: -$82023Revenue 2024: $334Expenses 2024: $0Net Income 2024: $3342024

Highlighted filing

2024

Revenue$334
Expenses$0
Net Income$334
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,663
Liabilities
$17,767
Net assets
$8,896
Revenue
$334
Expenses
$0
Net income
$334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.18$0.09$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.18$0.09$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.18$0.09$0.00$0.50$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.18$0.59$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.18$0.59$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.18$0.58$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.18$0.58$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$0.00$1.00$1.00
2012Summary only. Only limited summary data is available for this year.$1.74$0.18$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$1.74$0.18$0.01$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela C SabellaPresident/Director-$0--
Anthony M TangVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Fortuna Foundation
EIN
20-1789195
In Care Of
% KATHERINE RICHTER
Phone
7139756288
Address
10001 Westheimer Road 2888, Houston, TX 77042

Signing Officer

Name
Angela Chen
Title
director
Phone
7139756288
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Excelsior Partners LLP
Address
2540 Huntington Dr Suite 100, San Marino, CA 91108
Phone
3233656179
Raw XML Appendix218 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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