Civic Intelligence

U S Ort Operations Inc

990 • Fiscal year 2022 • EIN 42-1719019

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

69-30 Austin StreetForest Hills, NY 11375

(718) 268-7110

Siviq Scores

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

Liabilities / Assets

70th percentile

0.10x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$40,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Asset Growth

21st percentile

-10%

Faster asset growth than 21% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-6.2%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$785,867

Down $91,057 (-10%) from 2021

Net Assets

Down

$710,926

Down $27,537 (-3.7%) from 2021

Liabilities

Down

$74,941

Down $63,520 (-46%) from 2021

Revenue

Down

$201,121

Down $13,393 (-6.2%) from 2021

Expenses

Down

$228,658

Down $51,511 (-18%) from 2021

Net Income

Up

-$27,537

Up $38,118 (+58%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $137,196Liabilities 2010: $25,450Net Assets 2010: $111,7462010Assets 2011: $427,736Liabilities 2011: $208,307Net Assets 2011: $219,4292011Assets 2012: $256,027Liabilities 2012: $39,928Net Assets 2012: $216,0992012Assets 2013: $654,989Liabilities 2013: $115,444Net Assets 2013: $539,5452013Assets 2014: $785,042Liabilities 2014: $21,698Net Assets 2014: $763,3442014Assets 2015: $944,280Liabilities 2015: $22,197Net Assets 2015: $922,0832015Assets 2016: $1,044,895Liabilities 2016: $65,357Net Assets 2016: $979,5382016Assets 2017: $849,338Liabilities 2017: $31,565Net Assets 2017: $817,7732017Assets 2018: $813,083Liabilities 2018: $24,499Net Assets 2018: $788,5842018Assets 2019: $882,261Liabilities 2019: $22,944Net Assets 2019: $859,3172019Assets 2020: $872,436Liabilities 2020: $68,318Net Assets 2020: $804,1182020Assets 2021: $876,924Liabilities 2021: $138,461Net Assets 2021: $738,4632021Assets 2022: $785,867Liabilities 2022: $74,941Net Assets 2022: $710,9262022Assets 2023: $830,024Liabilities 2023: $94,487Net Assets 2023: $735,5372023Assets 2024: $937,409Liabilities 2024: $168,257Net Assets 2024: $769,1522024

Highlighted filing

2022

Assets$785,867
Liabilities$74,941
Net Assets$710,926

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $438,7072010Expenses 2011: $560,2932011Expenses 2012: $837,4172012Revenue 2013: $1,123,500Expenses 2013: $800,054Net Income 2013: $323,4462013Revenue 2014: $880,507Expenses 2014: $656,708Net Income 2014: $223,7992014Revenue 2015: $902,867Expenses 2015: $744,128Net Income 2015: $158,7392015Revenue 2016: $662,707Expenses 2016: $605,252Net Income 2016: $57,4552016Revenue 2017: $393,590Expenses 2017: $555,352Net Income 2017: -$161,7622017Revenue 2018: $315,577Expenses 2018: $344,764Net Income 2018: -$29,1872018Revenue 2019: $336,460Expenses 2019: $265,727Net Income 2019: $70,7332019Revenue 2020: $245,121Expenses 2020: $300,320Net Income 2020: -$55,1992020Revenue 2021: $214,514Expenses 2021: $280,169Net Income 2021: -$65,6552021Revenue 2022: $201,121Expenses 2022: $228,658Net Income 2022: -$27,5372022Revenue 2023: $200,429Expenses 2023: $175,818Net Income 2023: $24,6112023Revenue 2024: $200,040Expenses 2024: $166,445Net Income 2024: $33,5952024

Highlighted filing

2022

Revenue$201,121
Expenses$228,658
Net Income-$27,537
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$201,121
Mission and Program Overview

Mission

To provide advice and guidance to the ort schools in the u.s.see schedule o for further details.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,007$36,344▲ $29,337
Land, Buildings, and Equipment, Net$10,000$6,000▼ $4,000
Prepaid Expenses and Deferred Charges$9,850$3,323▼ $6,527
Total Assets$876,924$785,867▼ $91,057
Other Assets Total$850,067$740,200▼ $109,867
Liabilities
Accounts Payable and Accrued Expenses$138,461$74,941▼ $63,520
Total Liabilities$138,461$74,941▼ $63,520
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$738,463$710,926▼ $27,537
Total Net Assets Fund Balance$738,463$710,926▼ $27,537
Total Liabilities and Net Assets / Fund Balance$876,924$785,867▼ $91,057

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,930$23,065$28,995
Equipment$70$4,007$4,077
Other Assets Org$740,200--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
David KananiDirectorPT$40,000$40,000

Board Members and Trustees

NameTitle
Roslind VermutChairman
Richard MarpetChairman Los Angeles Ort Tec
Lynn LeebChairmanbramson Ort College
Arlee S MaierBoard Member
Cheryl EngelBoard Member
Dee BassBoard Member
Randi BrenowitzBoard Member
Terry AzoseBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$200,000
Investment Income
$0
Other Revenue
$1,121
Change in Net Assets
$-27,537

Audited Revenue Reconciliation

Revenue per Audited Statements
$201,121
Total Revenue per Audited Statements
$201,121
Total Revenue per Form 990
$201,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$153,643
Other Expenses$75,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$59,146$10,437-$69,583
Current Officers, Directors, Trustees, and Key Employees$34,000$6,000-$40,000
Fees for Services Legal-$39,785-$39,785
Other Employee Benefits$32,088$5,663-$37,751
Office Expenses$11,083$2,931-$14,014
Fees for Services Accounting-$6,568-$6,568
Payroll Taxes$5,363$946-$6,309
Insurance$3,664$647-$4,311
Depreciation Depletion$3,600$400-$4,000
Fees for Services Other$2,644$661-$3,305
Other Expenses-$553-$553
Total Functional Expenses$151,588$77,070$0$228,658

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$228,658
Total Expenses per Audited Statements$228,658
Total Expenses per Form 990$228,658
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP loan-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

The board of directors does not have any comittees

Form 990 governing body review Part VI line 11

The president and controller review the form 990, and copies of the draft 990 are provided to all board members prior ro filing with the irs. If the board members have questions, they discuss with management

Conflict of interest policy compliance Part VI line 12C

Conflict of interest forms are signed and given to the president and the chairman of the board. Those found to have a conflict of interest regarding some matter(s) cannot vote regarding that matter. Those individuals may or may not be allowed to participate in discussions regarding that matter, as the board sees fit depending on the circumstances.

CEO executive director top management comp Part VI line 15A

Roslind vermut, chairman of the board, researches comparable salaries at various organizations before determining the salary for top management. This process was last perfomed in 2014.

Governing documents etc available to public Part VI line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
US Ort Operations Inc
EIN
42-1719019
Address
69-30 AUSTIN STREET, Forest Hills, NY 11375

Signing Officer

Name
David Kanani
Title
Director
Phone
7182687110
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Firm
Andrew Pieri CPA Pc
Address
86119 MARENGO STREET, Hollis, NY 11423
Preparer
Andrew Pieri
Phone
5162094001
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

ROUNDING DIFFERENCES

General explanation attachment

The purpose is to provide advice and guidance to all schools carrying the ort name and their satelite and branch campuses and educational programs operating under the banner of ort or the ort name within the united states. Ort provides assistance in areas such as educatioanal programing, career development, financial manegement, accessing governmental funding, compliance with all applicable laws, regulations and accreditation requirements and serving the educational needs of both jewish and general communities within the united states.

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IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt0201121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025500
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0200000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0200000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0290000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0290000
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt03074
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IRS990ScheduleA/PublicSupportPY509Pct00.99830
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0213400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0335576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0315500
IRS990ScheduleA/Total509Grp/TotalAmt01064476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0201121
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0336460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0315577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01067672
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IRS990ScheduleD/EquipmentGrp/BookValueAmt070
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04007
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04077
IRS990ScheduleD/ExpensesSubtotalAmt0228658
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0740200
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM SCHOOLS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05930
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023065
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP loan
IRS990ScheduleD/RevenueSubtotalAmt0201121
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0740200
IRS990ScheduleD/TotalExpensesPerForm990Amt0228658
IRS990ScheduleD/TotalRevenuePerForm990Amt0201121
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0201121
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0228658
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS DOES NOT HAVE ANY COMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND CONTROLLER REVIEW THE FORM 990, AND COPIES OF THE DRAFT 990 ARE PROVIDED TO ALL BOARD MEMBERS PRIOR RO FILING WITH THE IRS. IF THE BOARD MEMBERS HAVE QUESTIONS, THEY DISCUSS WITH MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST FORMS ARE SIGNED AND GIVEN TO THE PRESIDENT AND THE CHAIRMAN OF THE BOARD. THOSE FOUND TO HAVE A CONFLICT OF INTEREST REGARDING SOME MATTER(S) CANNOT VOTE REGARDING THAT MATTER. THOSE INDIVIDUALS MAY OR MAY NOT BE ALLOWED TO PARTICIPATE IN DISCUSSIONS REGARDING THAT MATTER, AS THE BOARD SEES FIT DEPENDING ON THE CIRCUMSTANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROSLIND VERMUT, CHAIRMAN OF THE BOARD, RESEARCHES COMPARABLE SALARIES AT VARIOUS ORGANIZATIONS BEFORE DETERMINING THE SALARY FOR TOP MANAGEMENT. THIS PROCESS WAS LAST PERFOMED IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING DIFFERENCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PURPOSE IS TO PROVIDE ADVICE AND GUIDANCE TO ALL SCHOOLS CARRYING THE ORT NAME AND THEIR SATELITE AND BRANCH CAMPUSES AND EDUCATIONAL PROGRAMS OPERATING UNDER THE BANNER OF ORT OR THE ORT NAME WITHIN THE UNITED STATES. ORT PROVIDES ASSISTANCE IN AREAS SUCH AS EDUCATIOANAL PROGRAMING, CAREER DEVELOPMENT, FINANCIAL MANEGEMENT, ACCESSING GOVERNMENTAL FUNDING, COMPLIANCE WITH ALL APPLICABLE LAWS, REGULATIONS AND ACCREDITATION REQUIREMENTS AND SERVING THE EDUCATIONAL NEEDS OF BOTH JEWISH AND GENERAL COMMUNITIES WITHIN THE UNITED STATES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6General explanation attachment
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151588
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228658
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt074941
IRS990/TotalLiabilitiesGrp/BOYAmt0138461
IRS990/TotalLiabilitiesGrp/EOYAmt074941
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0710926
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151588
IRS990/TotalProgramServiceRevenueAmt0200000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201121
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0876924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0785867
IRS990/TotReportableCompRltdOrgAmt040000
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0ORTOPSUSA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KANANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07182687110
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0US ORT OPERATIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0USOR
ReturnHeader/Filer/EIN0421719019
ReturnHeader/Filer/USAddress/AddressLine1Txt069-30 AUSTIN STREET

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.17$0.77$0.20$0.17$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.09$0.74$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.07$0.71$0.20$0.23$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.14$0.74$0.21$0.28$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.07$0.80$0.25$0.30$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.86$0.34$0.27$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.02$0.79$0.32$0.34$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.03$0.82$0.39$0.56$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.07$0.98$0.66$0.61$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.02$0.92$0.90$0.74$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.02$0.76$0.88$0.66$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.12$0.54$1.12$0.80$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.04$0.22$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.21$0.22$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.03$0.11$0.44
Peer Organizations

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