Civic Intelligence

John Michael Engstrom Memorial Foundation Inc.

990EZ • Fiscal year 2023 • EIN 26-2561043

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A
220 Newport Center Dr Suite 11-379Newport Beach, CA 92660

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

88th percentile

63%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

99th percentile

1943%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$438,353

Up $168,649 (+63%) from 2022

Net Assets

Up

$438,353

Up $168,649 (+63%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$153,866

Up $146,335 (+1943%) from 2022

Expenses

Up

$22,835

Up $2,115 (+10%) from 2022

Net Income

Up

$131,031

Up $144,220 (+1093%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$438,353
Liabilities-
Net Assets$438,353
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$153,866
Expenses$22,835
Net Income$131,031
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$153,866
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 assist 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.--
Compensation and Service Providers
Top Officer Pay78th 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
220 Newport Center Dr Suite 11-379, Newport Beach, CA 92660

Signing Officer

Name
John A Engstrom
Title
President & CEO
Signed
2024-11-12
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: 501(c)(3) | Donee's Name: Court Appointed Special Advocates(CASA) | Donee's Address: 1615 E. 17th Street Santa Ana CA 92705 | Cash Amount Given: $14066”

Other Expenses.1

“Picnic Event Expense $8744”

Raw XML Appendix161 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/PersonNm0Sharon Engstrom
IRS990EZ/BooksInCareOfDetail/PhoneNum07147313570
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011821 Highview Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0269704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0438353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0144437
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0131031
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0269704
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0438353
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014066
IRS990EZ/GrossReceiptsAmt0153866
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09429
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0269704
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0438353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0269704
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0438353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John A Engstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon M Engstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brent H Engstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William D Brogden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sandi J Wolford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Suzanne K Hasig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mathew T Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kathy L Allumbaugh
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/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt037618
IRS990EZ/OtherExpensesTotalAmt08744
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To assist 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022835
IRS990EZ/TotalRevenueAmt0153866
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0144436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0164653
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07367
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034698
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0164653
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0144436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018917
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164653
IRS990ScheduleA/TotalSupportAmt0199351
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: 501(c)(3) | Donee's Name: Court Appointed Special Advocates(CASA) | Donee's Address: 1615 E. 17th Street Santa Ana CA 92705 | Cash Amount Given: $14066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Picnic Event Expense $8744
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Engstrom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Michael Engstrom
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Memorial Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0262561043
ReturnHeader/Filer/PhoneNum07147313570
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 Newport Center Dr Suite 11-379
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-12T09:02:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$438,353
Liabilities
-
Net assets
$438,353
Revenue
$153,866
Expenses
$22,835
Net income
$131,031
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