Civic Intelligence

Ortega Charitable Foundation

990PF • Fiscal year 2018 • EIN 65-0014714

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 24, 2019

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

56th percentile

3.4%

Faster asset growth than 56% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

3.4%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$37,165,227

Up $1,225,724 (+3.4%) from 2017

Net Assets

Up

$37,165,227

Up $1,251,194 (+3.5%) from 2017

Liabilities

Down

$0

Down $25,470 (-100%) from 2017

Revenue

Up

$3,443,774

Up $112,649 (+3.4%) from 2017

Expenses

Up

$2,192,580

Up $58,818 (+2.8%) from 2017

Net Income

Up

$1,251,194

Up $53,831 (+4.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $10,924,079Liabilities 2010: $1,319Net Assets 2010: $10,922,7602010Assets 2011: $27,326,704Liabilities 2011: $35,5332011Assets 2012: $35,721,699Liabilities 2012: $02012Assets 2013: $35,671,260Liabilities 2013: $22,4702013Assets 2014: $35,714,135Liabilities 2014: $22,4702014Assets 2015: $35,246,633Liabilities 2015: $22,470Net Assets 2015: $35,224,1632015Assets 2016: $34,741,220Liabilities 2016: $24,550Net Assets 2016: $34,716,6702016Assets 2017: $35,939,503Liabilities 2017: $25,470Net Assets 2017: $35,914,0332017Assets 2018: $37,165,227Liabilities 2018: $0Net Assets 2018: $37,165,2272018Assets 2019: $37,161,975Liabilities 2019: $0Net Assets 2019: $37,161,9752019Assets 2020: $37,618,731Liabilities 2020: $0Net Assets 2020: $37,618,7312020Assets 2021: $40,074,729Liabilities 2021: $0Net Assets 2021: $40,074,7292021Assets 2022: $38,339,175Liabilities 2022: $0Net Assets 2022: $38,339,1752022Assets 2023: $38,230,762Liabilities 2023: $0Net Assets 2023: $38,230,7622023Assets 2024: $38,846,074Liabilities 2024: $0Net Assets 2024: $38,846,0742024

Highlighted filing

2018

Assets$37,165,227
Liabilities$0
Net Assets$37,165,227

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $572,9222010Revenue 2011: $3,888,320Expenses 2011: $546,976Net Income 2011: $3,341,3442011Revenue 2012: $9,477,455Expenses 2012: $1,046,927Net Income 2012: $8,430,5282012Revenue 2013: $3,885,094Expenses 2013: $1,783,915Net Income 2013: $2,101,1792013Revenue 2014: $2,140,429Expenses 2014: $2,102,554Net Income 2014: $37,8752014Revenue 2015: $1,721,577Expenses 2015: $2,189,079Net Income 2015: -$467,5022015Revenue 2016: $1,692,517Expenses 2016: $2,200,010Net Income 2016: -$507,4932016Revenue 2017: $3,331,125Expenses 2017: $2,133,762Net Income 2017: $1,197,3632017Revenue 2018: $3,443,774Expenses 2018: $2,192,580Net Income 2018: $1,251,1942018Revenue 2019: $2,133,637Expenses 2019: $2,214,389Net Income 2019: -$80,7522019Revenue 2020: $2,666,962Expenses 2020: $2,210,206Net Income 2020: $456,7562020Revenue 2021: $4,689,648Expenses 2021: $2,233,650Net Income 2021: $2,455,9982021Revenue 2022: $698,909Expenses 2022: $2,434,463Net Income 2022: -$1,735,5542022Revenue 2023: $2,262,319Expenses 2023: $2,370,732Net Income 2023: -$108,4132023Revenue 2024: $2,910,564Expenses 2024: $2,295,252Net Income 2024: $615,3122024

Highlighted filing

2018

Revenue$3,443,774
Expenses$2,192,580
Net Income$1,251,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 24, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria Elena WollbergTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ortega Foundation
EIN
65-0014714
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Maria Elena Wollberg
Title
trustee
Phone
8008391754
Signed
2019-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$2.91$2.30$0.62
2023Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$2.26$2.37$0.11
2022Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$0.70$2.43$1.74
2021Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$4.69$2.23$2.46
2020Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$2.67$2.21$0.46
2019Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$2.13$2.21$0.08
2018Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$3.44$2.19$1.25
2017Detailed filing. Detailed filing data is available for this year.$35.9$0.03$35.9$3.33$2.13$1.20
2016Detailed filing. Detailed filing data is available for this year.$34.7$0.02$34.7$1.69$2.20$0.51
2015Detailed filing. Detailed filing data is available for this year.$35.2$0.02$35.2$1.72$2.19$0.47
2014Summary only. Only limited summary data is available for this year.$35.7$0.02$2.14$2.10$0.04
2013Summary only. Only limited summary data is available for this year.$35.7$0.02$3.89$1.78$2.10
2012Summary only. Only limited summary data is available for this year.$35.7$0.00$9.48$1.05$8.43
2011Summary only. Only limited summary data is available for this year.$27.3$0.04$3.89$0.55$3.34
2010Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.57