Civic Intelligence

Richard and Jocelyn Vortmann Foundation

EIN 20-5809074 • La Jolla, CA

7715 Hidden Valley CourtLa Jolla, CA 92037
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-249%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-7.2%

Faster revenue growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $1,105,351 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,105,351 (-100%) from 2022

Operations
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Up

$33,873

Up $2,649 (+8.5%) from 2022

Expenses

Up

$1,540,367

Up $1,431,474 (+1315%) from 2022

Net Income

Down

-$1,506,494

Down $1,428,825 (-1840%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,624,752Liabilities 2011: $02011Assets 2012: $1,559,162Liabilities 2012: $02012Assets 2013: $1,492,596Liabilities 2013: $02013Assets 2014: $1,455,388Liabilities 2014: $0Net Assets 2014: $1,455,3882014Assets 2015: $1,425,024Liabilities 2015: $0Net Assets 2015: $1,425,0242015Assets 2016: $1,360,830Liabilities 2016: $0Net Assets 2016: $1,360,8302016Assets 2017: $1,323,000Liabilities 2017: $0Net Assets 2017: $1,323,0002017Assets 2018: $1,279,556Liabilities 2018: $0Net Assets 2018: $1,279,5562018Assets 2019: $1,250,660Liabilities 2019: $0Net Assets 2019: $1,250,6602019Assets 2020: $1,204,445Liabilities 2020: $0Net Assets 2020: $1,204,4452020Assets 2021: $1,176,896Liabilities 2021: $0Net Assets 2021: $1,176,8962021Assets 2022: $1,105,351Liabilities 2022: $0Net Assets 2022: $1,105,3512022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $18,839Expenses 2011: $84,443Net Income 2011: -$65,6042011Revenue 2012: $16,641Expenses 2012: $82,230Net Income 2012: -$65,5892012Revenue 2013: $12,444Expenses 2013: $79,010Net Income 2013: -$66,5662013Revenue 2014: $43,112Expenses 2014: $80,320Net Income 2014: -$37,2082014Revenue 2015: $50,966Expenses 2015: $81,330Net Income 2015: -$30,3642015Revenue 2016: $13,128Expenses 2016: $77,322Net Income 2016: -$64,1942016Revenue 2017: $36,201Expenses 2017: $74,031Net Income 2017: -$37,8302017Revenue 2018: $32,035Expenses 2018: $75,479Net Income 2018: -$43,4442018Revenue 2019: $43,714Expenses 2019: $80,466Net Income 2019: -$36,7522019Revenue 2020: $38,424Expenses 2020: $80,177Net Income 2020: -$41,7532020Revenue 2021: $33,640Expenses 2021: $65,893Net Income 2021: -$32,2532021Revenue 2022: $31,224Expenses 2022: $108,893Net Income 2022: -$77,6692022Revenue 2023: $33,873Expenses 2023: $1,540,367Net Income 2023: -$1,506,4942023

Highlighted filing

2023

Revenue$33,873
Expenses$1,540,367
Net Income-$1,506,494
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$33,873
Expenses
$1,540,367
Net income
-$1,506,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.54$1.51
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.01$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.01$0.08$0.07
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.02$0.08$0.07
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.02$0.08$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
May 31, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard H VortmannPresident-$0--
Jocelyn C VortmannSec / Treas.-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Jocelyn Vortmann Foundation
EIN
20-5809074
Phone
8584543765
Address
7715 Hidden Valley Court, La Jolla, CA 92037

Signing Officer

Name
Richard H Vortmann
Title
President
Signed
2024-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Massey Wehr & Company LLP
Address
7814 Ivanhoe Avenue, La Jolla, CA 92037
Preparer
Gregory A Wehr
Phone
8585510169
Raw XML Appendix224 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jocelyn C Vortmann
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec / Treas.
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Foundation dissolved in October 2023. All of its assets were contributed to the Fidelity Charitable Gift Fund. A copy of the certificate of dissolution and the request to the Attorney General for approval have been attached.
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1727
TaxesSchedule/TaxesDetail/Amt2434
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TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
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ReturnHeader/PreparerPersonGrp/PhoneNum08585510169
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory A Wehr
ReturnHeader/ReturnTs02024-05-31T12:43:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vortmann
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

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