Civic Intelligence

Vita Forte Foundation

EIN 81-3711001 • 501(c)3 • Carmel Valley, CA

Profile

Fundraising and providing for charitable

19350 Cachagua RdCarmel Valley, CA 93924

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.34x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

62.49x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-4033%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

0.5%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$7,930

Up $43 (+0.5%) from 2022

Liabilities

Up

$2,687

Up $1,777 (+195%) from 2022

Net Assets

Down

$5,243

Down $1,734 (-25%) from 2022

Operations
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$43

Down $44 (-51%) from 2022

Expenses

Up

$1,777

Up $867 (+95%) from 2022

Net Income

Down

-$1,734

Down $911 (-111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$10K$5.0K$0Assets 2016: $7,700Liabilities 2016: $0Net Assets 2016: $7,7002016Assets 2017: $9,097Liabilities 2017: $0Net Assets 2017: $9,0972017Assets 2018: $7,647Liabilities 2018: $0Net Assets 2018: $7,6472018Assets 2019: $7,653Liabilities 2019: $0Net Assets 2019: $7,6532019Assets 2022: $7,887Liabilities 2022: $910Net Assets 2022: $6,9772022Assets 2023: $7,930Liabilities 2023: $2,687Net Assets 2023: $5,2432023

Highlighted filing

2023

Assets$7,930
Liabilities$2,687
Net Assets$5,243
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2016: $10,200Expenses 2016: $2,500Net Income 2016: $7,7002016Revenue 2017: $1,847Expenses 2017: $450Net Income 2017: $1,3972017Expenses 2018: $1,4502018Revenue 2019: $62019Revenue 2022: $87Expenses 2022: $910Net Income 2022: -$8232022Revenue 2023: $43Expenses 2023: $1,777Net Income 2023: -$1,7342023

Highlighted filing

2023

Revenue$43
Expenses$1,777
Net Income-$1,734
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,930
Liabilities
$2,687
Net assets
$5,243
Revenue
$43
Expenses
$1,777
Net income
-$1,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.93$2.69$5.24$0.04$1.78$1.73
2022Detailed filing. Detailed filing data is available for this year.$7.89$0.91$6.98$0.09$0.91$0.82
2019Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$1.45
2017Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$1.85$0.45$1.40
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$10.2$2.50$7.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 7, 2024
Return Version
2023v5.1
Gross Receipts
$43
Mission and Program Overview

Mission

Fundraising and providing for charitable needs.

Fundraising and providing for charitable

Program Services

DescriptionGrantsExpenses
MISCELLANEOUS CONTRIBUTIONS$43-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLOS FORTEPresident-$0--
GABRIELA FORTEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Vita Forte Foundation
EIN
81-3711001
Address
19350 CACHAGUA RD, CARMEL VALLEY, CA 93924

Signing Officer

Name
Carlos Forte
Title
President
Phone
8316260555
Signed
2024-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Rockwell Capital Group Inc
Address
100 W BROADWAY STE 750, GLENDALE, CA 91210
Preparer
Nicole Davis
Phone
8185747271
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdues and subscriptions 642”

Description of total liabilities Part II line 26

“Category beginning of year end of yeardue to vfi 910 2,687”

Raw XML Appendix136 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARLOS FORTE
IRS990EZ/BooksInCareOfDetail/PhoneNum08316260555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019350 CAHAGUA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093924
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1734
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07930
IRS990EZ/GrossReceiptsAmt043
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLOS FORTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GABRIELA FORTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0642
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING AND PROVIDING FOR CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MISCELLANEOUS CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0910
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02687
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01777
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010328
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt010328
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/Total509Grp/TotalAmt010328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDUES AND SUBSCRIPTIONS 642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARDUE TO VFI 910 2,687
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
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/PersonNm0CARLOS FORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08316260555
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VITA FORTE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VITA
ReturnHeader/Filer/EIN0813711001
ReturnHeader/Filer/USAddress/AddressLine1Txt019350 CACHAGUA RD
ReturnHeader/Filer/USAddress/CityNm0CARMEL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320474700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROCKWELL CAPITAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 W BROADWAY STE 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091210
ReturnHeader/PreparerPersonGrp/PhoneNum08185747271
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE DAVIS
ReturnHeader/ReturnTs02024-07-11T22:16:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORTE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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