Civic Intelligence

Margot M Michalec Foundation

990PF • Fiscal year 2019 • EIN 35-2549730

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization Profile
600 W Burlington AveLagrange, IL 60525

(708) 482-7705

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$21,230

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,207,055

Up $31,437 (+1.4%) from 2018

Net Assets

Up

$2,207,055

Up $31,437 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

Down

$171,020

Down $27,990 (-14%) from 2018

Expenses

Up

$138,403

Up $13,278 (+11%) from 2018

Net Income

Down

$32,617

Down $41,268 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,118,936Liabilities 2016: $0Net Assets 2016: $2,118,9362016Assets 2017: $2,103,014Liabilities 2017: $0Net Assets 2017: $2,103,0142017Assets 2018: $2,175,618Liabilities 2018: $0Net Assets 2018: $2,175,6182018Assets 2019: $2,207,055Liabilities 2019: $0Net Assets 2019: $2,207,0552019Assets 2020: $2,122,640Liabilities 2020: $0Net Assets 2020: $2,122,6402020Assets 2021: $2,012,624Liabilities 2021: $0Net Assets 2021: $2,012,6242021Assets 2023: $1,984,334Liabilities 2023: $0Net Assets 2023: $1,984,3342023Assets 2024: $1,981,025Liabilities 2024: $0Net Assets 2024: $1,981,0252024

Highlighted filing

2019

Assets$2,207,055
Liabilities$0
Net Assets$2,207,055
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,170,690Expenses 2016: $17,094Net Income 2016: $2,153,5962016Revenue 2017: $99,851Expenses 2017: $115,996Net Income 2017: -$16,1452017Revenue 2018: $199,010Expenses 2018: $125,125Net Income 2018: $73,8852018Revenue 2019: $171,020Expenses 2019: $138,403Net Income 2019: $32,6172019Revenue 2020: $54,996Expenses 2020: $141,630Net Income 2020: -$86,6342020Revenue 2021: $101,038Expenses 2021: $210,404Net Income 2021: -$109,3662021Revenue 2023: $70,553Expenses 2023: $21,968Net Income 2023: $48,5852023Revenue 2024: $88,853Expenses 2024: $93,804Net Income 2024: -$4,9512024

Highlighted filing

2019

Revenue$171,020
Expenses$138,403
Net Income$32,617
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$21,230-$21,230
Filing and Contact Details

Filer

Filer Name
Margot M Michalec Foundation
EIN
35-2549730
Phone
7084827705
Address
600 W BURLINGTON AVE, LAGRANGE, IL 60525

Signing Officer

Name
Fnbc Bank Trust
Title
Trustee
Phone
7085798574
Signed
2020-04-27

Preparer

Firm
Orrico & Donnelly CPA LLC
Address
15414 S HARLEM AVE, ORLAND PARK, IL 60462-4333
Preparer
Kelly Donnelly
Phone
7089498285
Raw XML Appendix336 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GQG PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DODGE & COX INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FEDERATED INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FLEXSHARES MSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES RUSSELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PIMCO INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PIMCO INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PIMCO EMERGING LOCAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD INFLATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD S&P 500
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060525
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt071197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt072784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0108338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0102901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.031301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02274601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02263426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02258191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01804235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0123225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.093904
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0121638
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0123225
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01587
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0123225
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 W BURLINGTON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAGRANGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060525
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FNBC BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum07084827705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060525
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025228
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112143
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt086915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097997
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01180
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt01722
TaxesSchedule/TaxesDetail/Amt12841
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01722
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FNBC BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07085798574
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGOT M MICHALEC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0352549730
ReturnHeader/Filer/PhoneNum07084827705
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 W BURLINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0LAGRANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060525
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C490AC423A31BC44BE1FA06DA4C4557659332F37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C490AC423A31BC44BE1FA06DA4C4557659332F37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.74.216.25
ReturnHeader/FilingSecurityInformation/IPDt02020-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:54:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832077160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORRICO & DONNELLY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015414 S HARLEM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0604624333
ReturnHeader/PreparerPersonGrp/PhoneNum07089498285
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY DONNELLY
ReturnHeader/ReturnTs02020-05-07T08:54:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,207,055
Liabilities
$0
Net assets
$2,207,055
Revenue
$171,020
Expenses
$138,403
Net income
$32,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.07$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.21$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.05$0.14$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.17$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.20$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$2.17$0.02$2.15