Civic Intelligence

Armando and Joan Ortiz Foundation

990PF • Fiscal year 2016 • EIN 38-3504731

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

2488 Inglehill PointeBloomfield Hills, MI 48304

(248) 332-3652

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

82%

Faster asset growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

83%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$180,460

Up $81,075 (+82%) from 2015

Net Assets

Up

$180,460

Up $81,075 (+82%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$92,947

Up $42,121 (+83%) from 2015

Expenses

Down

$11,872

Down $27,147 (-70%) from 2015

Net Income

Up

$81,075

Up $69,268 (+587%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $118,781Liabilities 2010: $0Net Assets 2010: $118,7812010Assets 2011: $90,832Liabilities 2011: $02011Assets 2012: $105,521Liabilities 2012: $02012Assets 2013: $114,832Liabilities 2013: $1Net Assets 2013: $114,8322013Assets 2014: $87,578Liabilities 2014: $1Net Assets 2014: $87,5782014Assets 2015: $99,385Liabilities 2015: $0Net Assets 2015: $99,3852015Assets 2016: $180,460Liabilities 2016: $0Net Assets 2016: $180,4602016Assets 2018: $183,150Liabilities 2018: $1,550Net Assets 2018: $181,6002018Assets 2019: $187,234Liabilities 2019: $0Net Assets 2019: $187,2342019Assets 2020: $191,320Liabilities 2020: $12020Assets 2021: $177,611Liabilities 2021: $1Net Assets 2021: $177,6112021Assets 2022: $173,762Liabilities 2022: $0Net Assets 2022: $173,7622022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$180,460
Liabilities$0
Net Assets$180,460

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $7,5102010Revenue 2011: $57,028Expenses 2011: $9,287Net Income 2011: $47,7412011Revenue 2012: $29,719Expenses 2012: $15,030Net Income 2012: $14,6892012Revenue 2013: $25,271Expenses 2013: $15,960Net Income 2013: $9,3112013Revenue 2014: $42,536Expenses 2014: $69,790Net Income 2014: -$27,2542014Revenue 2015: $50,826Expenses 2015: $39,019Net Income 2015: $11,8072015Revenue 2016: $92,947Expenses 2016: $11,872Net Income 2016: $81,0752016Revenue 2018: $10,592Expenses 2018: $5,643Net Income 2018: $4,9492018Revenue 2019: $11,508Expenses 2019: $5,874Net Income 2019: $5,6342019Revenue 2020: $12,024Expenses 2020: $7,938Net Income 2020: $4,0862020Revenue 2021: $88,916Expenses 2021: $102,625Net Income 2021: -$13,7092021Revenue 2022: $137,841Expenses 2022: $141,690Net Income 2022: -$3,8492022Revenue 2024: $172,150Expenses 2024: $3,460,682Net Income 2024: -$3,288,5322024

Highlighted filing

2016

Revenue$92,947
Expenses$11,872
Net Income$81,075
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARMANDO ORTIZ MDDirector-$0--
PATRICIA ORTIZ PEDirector-$0--
JOHANNA ORTIZ MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Armando and Joan Ortiz Foundation
EIN
38-3504731
Phone
2483323652
Address
2488 INGLEHILL POINTE, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
Armando Ortiz
Title
President
Phone
2483323652
Signed
2017-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Fenner Melstrom and Dooling Plc
Address
355 S OLD WOODWARD SUITE 200, BIRMINGHAM, MI 48009
Preparer
Leonard Gayeski CPA
Phone
2482588900
Raw XML Appendix351 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/GrantOrContributionPurposeTxt0TO PROVIDE EDUCATION THE ENABLES STUDENTS TO LIVE LIVES OF FAITH, INTELLECTUAL EXCELLENCE, RESPONSIBILITY TO SELF AND COMMUNITY AND PERSONAL INTEGRITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO LEAD WOMEN AND MEN TO JOIN TOGETHER TO GROW SPIRITUALLY BY OFFERING PERSON-TO-PERSON SERVICE TO THOSE WHO ARE NEEDY AND SUFFERING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO DRAW ART, SCIENCE, AND EDUCATION TOGETHER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PURSUE KNOWLEDGE AND INNOVATION THROUGH TRASNFORMATIVE MOMENTS IN MODERN AND CONTEMPORARY ART.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PARTNER WITH PEOPLE IN THE COMMUNITY AND BUILD OR IMPROVE A PLACE THEY CAN CALL HOME.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACADEMY OF THE SCARED HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST VINCENT DE PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRANBROOK INSTITUTE OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CRANBROOK ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CATHOLIC LAY ORGANIZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EDUCATIONAL INSITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CULTURAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01250 KENSINGTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt158 PROGRESS PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239221 WOODWARD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt339221 WOODWARD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4121 HABITAT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARYLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd431709
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0177
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089999
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046577
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04423
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085576
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ARMANDO ORTIZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02488 INGLEHILL POINTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BLOOMFIELD HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048304
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt086000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRIOR YEAR EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07188
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ARMANDO ORTIZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02488 INGLEHILL POINTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BLOOMFIELD HILLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd048304
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt164
TaxesSchedule/TaxesDetail/CategoryTxt0MI ANNUAL REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt164
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARMANDO ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02483323652
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARMANDO AND JOAN ORTIZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARMA
ReturnHeader/Filer/EIN0383504731
ReturnHeader/Filer/PhoneNum02483323652
ReturnHeader/Filer/USAddress/AddressLine1Txt02488 INGLEHILL POINTE
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA3081D08EBC2CEA83BCEAEF6F798D20BD5412DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F1B0C64659E6223AAE090FA8F4B711FEA29A9130
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.183.161.242
ReturnHeader/FilingSecurityInformation/IPDt02017-06-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:46:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381402622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FENNER MELSTROM AND DOOLING PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S OLD WOODWARD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048009
ReturnHeader/PreparerPersonGrp/PhoneNum02482588900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD GAYESKI CPA
ReturnHeader/ReturnTs02017-06-27T14:27:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$3.46$3.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.14$0.14$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.09$0.10$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.09$0.01$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.05$0.04$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.04$0.07$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.11$0.00$0.11$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.06$0.01$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01