Civic Intelligence

Robert & Gladys Ortner Family Foundation

EIN 31-1651491

425 Walnut Street No 180045202
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $96,215 (-100%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Down

$0

Down $96,215 (-100%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$98,004

Up $69,922 (+249%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $96,215Liabilities 2010: $0Net Assets 2010: $96,2152010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011

Highlighted filing

2011

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$100K$50K$0Expenses 2010: $28,0822010Expenses 2011: $98,0042011

Highlighted filing

2011

Revenue-
Expenses$98,004
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN R ORTNERTrustee & Treasurer-$0--
ROBERT C ORTNER JRTrustee & President-$0--
ROSS E WALESTrustee & Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREATER CINCINNATI FOUNDATIONGENERAL PURPOSECHARITABLE ORGANIZATCINCINNATI, OH, US$85,228
Paid GrantGOOD SAMARITAN HOSPITAL FOUNDATIONGENERAL PURPOSECHARITABLE ORGANIZATCINCINNATI, OH, US$5,000
Filing and Contact Details

Filer

EIN
31-1651491
Raw XML Appendix358 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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DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine10GREATER CINCINNATI FOUNDATION
DissolutionStmt/DissolutionInfo/DissolutionAmt085228
DissolutionStmt/DissolutionInfo/Explanation0ALL ASSETS.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0188310
IRS990PF/UndistributedIncome/ExcessFromCurrentYear093383
IRS990PF/UndistributedIncome/ExcessFromYear1023482
IRS990PF/UndistributedIncome/ExcessFromYear2024569
IRS990PF/UndistributedIncome/ExcessFromYear3046876
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions096838
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus093383
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0188310
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover094927
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount06160
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps06160
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
LiquidationExplanationStmt/Statement0ALL OF THE FOUNDATION'S ASSETS WERE DISTRIBUTED TO THE GREATER CINCINNATI FOUNDATION, A 501(C)(3) PUBLIC CHARITY ON DECEMBER 23, 2011. THE FOUNDATION IS IN THE PROCESS OF DISSOLVING.
OtherExpensesSchedule/OtherExpenses/Description0OHIO ATTORNEY GENERAL ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpenses/Description1TAX PREP FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1400
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1400
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01166
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0US BANK, N.A.
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01166
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine10ROBERT C ORTNER CHARITABLE LEAD UNITRUST
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10425 WALNUT ST ML 7126
SubstantialContributorsSch/SubstantialContributor/USAddress/City0CINCINNATI
SubstantialContributorsSch/SubstantialContributor/USAddress/State0OH
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode0452011118
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311651491
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT & GLADYS ORTNER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone05133812838
ReturnHeader/Filer/USAddress/AddressLine10425 WALNUT STREET NO 1800
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045202
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-23
ReturnHeader/Officer/Name0STEVEN R ORTNER
ReturnHeader/Officer/Phone05133812838
ReturnHeader/Officer/Title0TRUSTEE & TREASURER
ReturnHeader/PreparerFirm/EIN0310541755
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TAFT STETTINIUS & HOLLISTER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10425 WALNUT STREET SUITE 1800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0452023957
ReturnHeader/Preparer/Name0MICHAEL S WILLIAMS
ReturnHeader/Preparer/Phone05133812838
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T10:55:28-05:00

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