Civic Intelligence

Morton and Catherine Engle Family Foundation

990PF • Fiscal year 2013 • EIN 36-3950929

Jan 01, 2013 to Dec 31, 2013 • Filed on May 23, 2014

Organization Profile
485 OakwoodRoom/Suite B260045

(847) 234-5556

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

5th percentile

-190%

Higher net margin than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-5.5%

Faster asset growth than 33% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$281,809

Down $16,441 (-5.5%) from 2012

Net Assets

Down

$281,759

Down $16,441 (-5.5%) from 2012

Liabilities

Flat

$50

Flat from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin5th percentile

Revenue

$8,640

No earlier filing loaded for comparison.

Expenses

Down

$25,081

Down $4,875 (-16%) from 2012

Net Income

-$16,441

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $366,470Liabilities 2010: $50Net Assets 2010: $366,4202010Assets 2012: $298,250Liabilities 2012: $50Net Assets 2012: $298,2002012Assets 2013: $281,809Liabilities 2013: $50Net Assets 2013: $281,7592013Assets 2014: $255,465Liabilities 2014: $50Net Assets 2014: $255,4152014Assets 2015: $233,638Liabilities 2015: $50Net Assets 2015: $233,5882015Assets 2016: $199,365Liabilities 2016: $50Net Assets 2016: $199,3152016Assets 2017: $245,728Liabilities 2017: $86Net Assets 2017: $245,6422017Assets 2018: $223,779Liabilities 2018: $86Net Assets 2018: $223,6932018Assets 2019: $204,390Liabilities 2019: $86Net Assets 2019: $204,3042019Assets 2020: $182,680Liabilities 2020: $86Net Assets 2020: $182,5942020Assets 2021: $165,580Liabilities 2021: $86Net Assets 2021: $165,4942021Assets 2022: $61,917Liabilities 2022: $86Net Assets 2022: $61,8312022

Highlighted filing

2013

Assets$281,809
Liabilities$50
Net Assets$281,759
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $30,5432010Expenses 2012: $29,9562012Revenue 2013: $8,640Expenses 2013: $25,081Net Income 2013: -$16,4412013Revenue 2014: $6,220Expenses 2014: $32,564Net Income 2014: -$26,3442014Revenue 2015: $6,203Expenses 2015: $28,030Net Income 2015: -$21,8272015Revenue 2016: $6,243Expenses 2016: $40,516Net Income 2016: -$34,2732016Revenue 2017: $71,173Expenses 2017: $24,846Net Income 2017: $46,3272017Revenue 2018: $4,357Expenses 2018: $26,306Net Income 2018: -$21,9492018Revenue 2019: $4,997Expenses 2019: $24,386Net Income 2019: -$19,3892019Revenue 2020: $2,747Expenses 2020: $24,457Net Income 2020: -$21,7102020Revenue 2021: $2,274Expenses 2021: $19,374Net Income 2021: -$17,1002021Revenue 2022: $20,091Expenses 2022: $123,754Net Income 2022: -$103,6632022

Highlighted filing

2013

Revenue$8,640
Expenses$25,081
Net Income-$16,441
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 23, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE ENGLEPresident/Di-$0--
RICHARD ENGLEVP/Director-$0--
SUSAN ENGLEVP/Director-$0--
DANIEL ENGLETreas/VP/Director-$0--
Filing and Contact Details

Filer

EIN
36-3950929
Phone
8472345556

Signing Officer

Name
Daniel Engle
Title
Treasurer
Phone
8472345556
Signed
2014-05-23

Preparer

Preparer
Jill L Kuksa CPA
Phone
8472470200
Raw XML Appendix364 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm2SUSAN ENGLE
CompensationExplanation/CompensationExplanationGrp/PersonNm3DANIEL ENGLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0RSB CAP FDG TR 5.9%
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13735 13TH STREET
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0CATHERINE ENGLE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10485 OAKWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LAKE FOREST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode060045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472345556
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CATHERINE ENGLE MANAGER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08472345556
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10485 OAKWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0LAKE FOREST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode060045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10PHOENIX CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11ALLIANCE BERNSTEIN K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102929 EAST CAMELBACK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111245 AVENUE OF THE AMERIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode085016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode110105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020008
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/AppliedToCurrentYearAmt014888
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0108032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0173459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0173459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0173328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0108032
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020008
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05120
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0346787
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0341667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt012019
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt15339
LandEtcSchedule2/LandEtcGrp/BookValueAmt05555
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MACHINERY & EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1ORGANIZATIONAL EXPENSE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt017574
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15339
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK / TRUST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2767
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1848
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCE NON UBIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLIANCE UBIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1848
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER FOR REIMBURSMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt050
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/Amt1182
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ENGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472345556
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10MORTON & CATHERINE ENGLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0363950929
ReturnHeader/Filer/PhoneNum08472345556
ReturnHeader/Filer/USAddress/AddressLine10485 OAKWOOD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE B2
ReturnHeader/Filer/USAddress/City0LAKE FOREST
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HTH LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10501 PETERSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LIBERTYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0600481011
ReturnHeader/PreparerPersonGrp/PhoneNum08472470200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL L KUKSA CPA
ReturnHeader/ReturnTs02014-06-16T17:12:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,809
Liabilities
$50
Net assets
$281,759
Revenue
$8,640
Expenses
$25,081
Net income
-$16,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.20$1.24$1.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.65$0.02$0.19$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.03$0.24$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.05$0.24$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.04$0.26$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.71$0.25$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.06$0.41$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.06$0.28$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.06$0.33$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.25$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.30
2010Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.31