Civic Intelligence

John Michael Engstrom Memorial Foundation Inc.

990EZ • Fiscal year 2018 • EIN 26-2561043

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 03, 2020

Organization ProfileN/A
11821 Highview DriveSanta Ana, CA 92705

(714) 731-3570

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$276,932

Up $4,333 (+1.6%) from 2017

Net Assets

Up

$276,932

Up $4,333 (+1.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$21,187

Down $21,967 (-51%) from 2017

Expenses

Down

$4,815

Down $16,021 (-77%) from 2017

Net Income

Down

$16,372

Down $5,946 (-27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2011: $35,698Net Assets 2011: $35,6982011Assets 2012: $45,080Net Assets 2012: $45,0802012Assets 2014: $189,821Net Assets 2014: $189,8212014Assets 2015: $212,562Net Assets 2015: $212,5622015Assets 2016: $236,039Net Assets 2016: $236,0392016Assets 2017: $272,599Net Assets 2017: $272,5992017Assets 2018: $276,932Net Assets 2018: $276,9322018Assets 2019: $329,037Net Assets 2019: $329,0372019Assets 2020: $344,444Net Assets 2020: $344,4442020Assets 2021: $354,867Net Assets 2021: $354,8672021Assets 2022: $269,704Net Assets 2022: $269,7042022Assets 2023: $438,353Net Assets 2023: $438,3532023Assets 2024: $442,621Net Assets 2024: $442,6212024

Highlighted filing

2018

Assets$276,932
Liabilities-
Net Assets$276,932
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $22,288Expenses 2011: $17,602Net Income 2011: $4,6862011Revenue 2012: $19,845Expenses 2012: $10,463Net Income 2012: $9,3822012Revenue 2014: $38,771Expenses 2014: $18,136Net Income 2014: $20,6352014Revenue 2015: $41,817Expenses 2015: $15,808Net Income 2015: $26,0092015Revenue 2016: $33,823Expenses 2016: $8,335Net Income 2016: $25,4882016Revenue 2017: $43,154Expenses 2017: $20,836Net Income 2017: $22,3182017Revenue 2018: $21,187Expenses 2018: $4,815Net Income 2018: $16,3722018Revenue 2019: $26,782Expenses 2019: $15,354Net Income 2019: $11,4282019Revenue 2020: $10,568Expenses 2020: $33,495Net Income 2020: -$22,9272020Revenue 2021: $18,068Expenses 2021: $29,601Net Income 2021: -$11,5332021Revenue 2022: $7,531Expenses 2022: $20,720Net Income 2022: -$13,1892022Revenue 2023: $153,866Expenses 2023: $22,835Net Income 2023: $131,0312023Revenue 2024: $13,554Expenses 2024: $33,788Net Income 2024: -$20,2342024

Highlighted filing

2018

Revenue$21,187
Expenses$4,815
Net Income$16,372
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 3, 2020
Return Version
2018v3.1
Gross Receipts
$21,187
Mission and Program Overview

Mission

To assist and aid seriously ill and terminally ill children and young adults and their families by providing financial and emotional support; and provide financial support to organizations which further such specific purposes and are tax exempt under Section 501(c)(3) of the Internal Revenue Code.

Program Services

DescriptionGrantsExpenses
To assisit and aid seriously ill and terminally ill children and young adults and their families by providing financial and emotional support. To aid and assist children and young adults who lack sufficient parental financial and emotional support.To provide financial support to organizations which further such specific purposes and are tax exempt under Section 501(c)(3) of the Internal Revenue Code.$7,037$7,037
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John A EngstromPresident & CEOPT$0--
Sharon M EngstromSecretaryPT$0--
Brent H EngstromDirector-$0--
William D BrogdenDirector-$0--
Sandi J WolfordDirector-$0--
Suzanne K HasigDirector-$0--
Mathew T NicholsDirector-$0--
Kathy L AllumbaughDirector-$0--
Alison M VukovichCFO-$0--
Filing and Contact Details

Filer

Filer Name
John Michael Engstrom
EIN
26-2561043
Phone
7147313570
Address
11821 Highview Drive, Santa Ana, CA 92705

Signing Officer

Name
John A Engstrom
Title
President & CEO
Signed
2020-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Skeehan & Company
Address
180 S Lake Ave Seventh Floor, Pasadena, CA 91101
Preparer
Joseph W Skeehan
Phone
6265859555
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Ameriprise Term Fee $125”

Other Expenses.2

“MM Bank Fees $48”

Other Expenses.3

“Licenses & Permits $25”

Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Alison M Vukovich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-12039
IRS990EZ/OtherExpensesTotalAmt0198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist and aid seriously ill and terminally ill children and young adults and their families by providing financial and emotional support; and provide financial support to organizations which further such specific purposes and are tax exempt under Section 501(c)(3) of the Internal Revenue Code.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07037
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04815
IRS990EZ/TotalProgramServiceExpensesAmt07037
IRS990EZ/TotalRevenueAmt021187
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The foundation recognized capital gains of $11,218 in 2018 for sale of securities held in a brokerage account.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027575
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040103
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79060
IRS990ScheduleA/PublicSupportPY170Pct00.88290
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ameriprise Term Fee $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MM Bank Fees $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Licenses & Permits $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Engstrom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Michael Engstrom
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Memorial Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0262561043
ReturnHeader/Filer/PhoneNum07147313570
ReturnHeader/Filer/USAddress/AddressLine1Txt011821 Highview Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954023565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skeehan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 S Lake Ave Seventh Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265859555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Skeehan
ReturnHeader/ReturnTs02020-02-03T15:13:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,932
Liabilities
-
Net assets
$276,932
Revenue
$21,187
Expenses
$4,815
Net income
$16,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.43$4.43$0.14$0.34$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.38$4.38$1.54$0.23$1.31
2022Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.08$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.18$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.11$0.33$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.27$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.77$2.77$0.21$0.05$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.73$2.73$0.43$0.21$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.34$0.08$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.42$0.16$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.39$0.18$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$0.20$0.10$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.22$0.18$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits