Civic Intelligence

Richard and Jocelyn Vortmann Foundation

990PF • Fiscal year 2020 • EIN 20-5809074

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 11, 2021

Organization Profile
7715 Hidden Valley CourtLa Jolla, CA 92037

(858) 454-3765

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-109%

Higher net margin than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-12%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,204,445

Down $46,215 (-3.7%) from 2019

Net Assets

Down

$1,204,445

Down $46,215 (-3.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$38,424

Down $5,290 (-12%) from 2019

Expenses

Down

$80,177

Down $289 (-0.4%) from 2019

Net Income

Down

-$41,753

Down $5,001 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$1,204,445
Liabilities$0
Net Assets$1,204,445
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$38,424
Expenses$80,177
Net Income-$41,753
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Massey Wehr & Company LLP
Address
7814 Ivanhoe Avenue, La Jolla, CA 92037
Preparer
Gregory A Wehr
Phone
8584548433
Raw XML Appendix367 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/PersonNm0Richard H Vortmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jocelyn C Vortmann
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17715 Hidden Valley Court
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St James by the Sea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Shiley Eye Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Pepperdine University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Living Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Scripps Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Salk Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Church of Our Savior
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7American Family Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8KPBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Rady's Children Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10La Jolla Christmas Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11NYU Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Gamble House
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0743 Prospect Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1UCSD 9500 Gilman Drive 0940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt224255 Pacific Coast Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt347900 Portola Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 2669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510010 North Torrey Pines Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6535 Rose Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 3933
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt85200 Campanelli Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93020 Childrens Way MS 5005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101150 Silverado Street 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11One Park Ave 5th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt124 Westmoreland Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Malibu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Palm Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Gabriel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Tupelo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Pasadena
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492037
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011852
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066148
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071206
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066148
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11073
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3419
TaxesSchedule/TaxesDetail/CategoryTxt0CA Secretary of State
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt3Internal Revenue Service
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11073
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard H Vortmann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard and Jocelyn Vortmann Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0205809074
ReturnHeader/Filer/PhoneNum08584543765
ReturnHeader/Filer/USAddress/AddressLine1Txt07715 Hidden Valley Court
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330886231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Massey Wehr & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07814 Ivanhoe Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584548433
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory A Wehr
ReturnHeader/ReturnTs02021-01-11T11:49:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,204,445
Liabilities
$0
Net assets
$1,204,445
Revenue
$38,424
Expenses
$80,177
Net income
-$41,753
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