Civic Intelligence

Morton Grove Foundation

990EZ • Fiscal year 2016 • EIN 36-3784596

Sep 01, 2015 to Aug 31, 2016 • Filed on Sep 22, 2016

PO Box 1322Morton Grove, IL 60053-7322

(847) 965-0225

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

30th percentile

-5.4%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.4%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$200,335

Down $2,566 (-1.3%) from 2015

Net Assets

Down

$200,335

Down $2,566 (-1.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,111

Up $184 (+0.4%) from 2015

Expenses

Down

$49,675

Down $1,812 (-3.5%) from 2015

Net Income

Up

-$2,564

Up $1,996 (+44%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $190,729Net Assets 2012: $190,7292012Assets 2013: $198,661Net Assets 2013: $198,6612013Assets 2014: $207,461Net Assets 2014: $207,4612014Assets 2015: $202,901Net Assets 2015: $202,9012015Assets 2016: $200,335Net Assets 2016: $200,3352016Assets 2017: $198,382Net Assets 2017: $198,3822017Assets 2018: $206,182Net Assets 2018: $206,1822018Assets 2019: $222,654Net Assets 2019: $222,6542019Assets 2020: $245,615Net Assets 2020: $245,6152020Assets 2021: $242,443Net Assets 2021: $242,4432021Assets 2022: $250,410Net Assets 2022: $250,4102022Assets 2023: $243,842Net Assets 2023: $243,8422023Assets 2024: $248,737Net Assets 2024: $248,7372024

Highlighted filing

2016

Assets$200,335
Liabilities-
Net Assets$200,335

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $50,757Expenses 2012: $42,362Net Income 2012: $8,3952012Revenue 2013: $51,610Expenses 2013: $43,678Net Income 2013: $7,9322013Revenue 2014: $50,841Expenses 2014: $42,041Net Income 2014: $8,8002014Revenue 2015: $46,927Expenses 2015: $51,487Net Income 2015: -$4,5602015Revenue 2016: $47,111Expenses 2016: $49,675Net Income 2016: -$2,5642016Revenue 2017: $44,091Expenses 2017: $46,045Net Income 2017: -$1,9542017Revenue 2018: $48,917Expenses 2018: $41,118Net Income 2018: $7,7992018Revenue 2019: $76,656Expenses 2019: $60,184Net Income 2019: $16,4722019Revenue 2020: $66,950Expenses 2020: $43,989Net Income 2020: $22,9612020Revenue 2021: $107Expenses 2021: $3,443Net Income 2021: -$3,3362021Revenue 2022: $14,618Expenses 2022: $6,651Net Income 2022: $7,9672022Revenue 2023: $1Expenses 2023: $6,569Net Income 2023: -$6,5682023Revenue 2024: $10,741Expenses 2024: $5,846Net Income 2024: $4,8952024

Highlighted filing

2016

Revenue$47,111
Expenses$49,675
Net Income-$2,564
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Sep 22, 2016
Return Version
2015v2.1
Gross Receipts
$54,711
Mission and Program Overview

Mission

To provide grants to other charitable organizations

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS TO OTHER CHARITABLE ORGANIZATIONS$48,000$48,000
GRANTS TO OTHER CHARITABLE ORGANIZATIONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY KOPCZYKTreasurer-$0--
MARY JO LEBEAUSecretary-$0--
TERRY LEBEAUPast Preside-$0--
JAMES KARPPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Morton$54,131$38,431$5,100$33,331
Total Events$54,131$38,431$7,600$30,831
Filing and Contact Details

Filer

Filer Name
Morton Grove Foundation
EIN
36-3784596
Phone
8479650225
Address
PO BOX 1322, MORTON GROVE, IL 60053-7322

Signing Officer

Name
James Karp
Title
President
Phone
8479650225
Signed
2016-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Callero & Callerollp
Address
7800 N MILWAUKEE AVE, NILES, IL 60714-3124
Preparer
James J Diamico
Phone
8479662040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses annual report fees 15 bank charges 291 dues 150 secretary of state 10 unclassified 498 total 964

Form 990-ez, Part III, Line 31

Grants to other charitable organizations

Raw XML Appendix175 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/PersonNm0CINDY KOPCZYK
IRS990EZ/BooksInCareOfDetail/PhoneNum08475405262
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06111 WEST DEMPSTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORTON GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0600537322
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0202899
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0200335
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015700
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2564
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0595
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0202899
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0200335
IRS990EZ/FundraisingGrossIncomeAmt038431
IRS990EZ/GrantsAndSimilarAmountsPaidAmt048000
IRS990EZ/GrossReceiptsAmt054711
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0580
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0202899
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0202899
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY KOPCZYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JO LEBEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY LEBEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES KARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0964
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS TO OTHER CHARITABLE ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt0116
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GRANTS TO OTHER CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO OTHER CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07600
IRS990EZ/SpecialEventsNetIncomeLossAmt030831
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049675
IRS990EZ/TotalProgramServiceExpensesAmt048000
IRS990EZ/TotalRevenueAmt047111
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 3,220 TAX REFUNDS 169
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0794
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0794
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02317
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt02757
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt02757
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0880
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02509
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03389
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97170
IRS990ScheduleA/PublicSupportPY509Pct00.96610
IRS990ScheduleA/PublicSupportTotal509Amt0291079
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057223
IRS990ScheduleA/Total509Grp/TotalAmt0291079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299542
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE OF MORTON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038431
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030831
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL REPORT FEES 15 BANK CHARGES 291 DUES 150 SECRETARY OF STATE 10 UNCLASSIFIED 498 TOTAL 964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO OTHER CHARITABLE ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08479650225
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON GROVE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0363784596
ReturnHeader/Filer/PhoneNum08479650225
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1322
ReturnHeader/Filer/USAddress/CityNm0MORTON GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600537322
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362518261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALLERO & CALLEROLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 N MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NILES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0607143124
ReturnHeader/PreparerPersonGrp/PhoneNum08479662040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J DIAMICO
ReturnHeader/ReturnTs02016-09-27T13:37:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings