Civic Intelligence

Morton & Catherine Engle

EIN 36-3950929 • Libertyville, IL

1860 W Winchester Rd 103Libertyville, IL 60048
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

95th percentile

157%

Faster asset growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

56722%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$61,917

Down $103,663 (-63%) from 2021

Liabilities

Flat

$86

Flat from 2021

Net Assets

Down

$61,831

Down $103,663 (-63%) from 2021

Revenue

Up

$20,091

Up $17,817 (+784%) from 2021

Expenses

Up

$123,754

Up $104,380 (+539%) from 2021

Net Income

Down

-$103,663

Down $86,563 (-506%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2022

Assets$61,917
Liabilities$86
Net Assets$61,831

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$20,091
Expenses$123,754
Net Income-$103,663

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD ENGLETrea/Director-$0--
SUSAN ENGLESec/Director-$0--
DANIEL ENGLEPre/Director-$0--
Filing and Contact Details

Filer

Filer Name
Morton & Catherine Engle Family
EIN
36-3950929
Phone
3034436701
Address
1860 W WINCHESTER RD 103, LIBERTYVILLE, IL 60048

Signing Officer

Name
Daniel Engle
Title
Pre/Director
Phone
8472345556
Signed
2018-05-17
Discuss with paid preparer
Yes

Preparer

Firm
HTH LLC CPA'S
Address
1860 WINCHESTER RD SUITE 103, LIBERTYVILLE, IL 60048-5312
Preparer
Debra a Hanselmann CPA
Phone
8472470200
Raw XML Appendix365 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03034436701
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST ORGANIZATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALLIANCE BERSTEIN K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013400 E SHEA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11345 AVENUE OF THE AMERIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051174
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05120
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020030
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08116
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063499
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055383
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0116
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0116
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK / TRUST FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1381
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4566
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0555
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCE NON UBIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLIANCE K-1 UBIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1555
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER FOR REIMBURSMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt086
TaxesSchedule/TaxesDetail/Amt0204
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ENGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRE/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08472345556
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON & CATHERINE ENGLE FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O HTH
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0363950929
ReturnHeader/Filer/PhoneNum03034436701
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 W WINCHESTER RD 103
ReturnHeader/Filer/USAddress/CityNm0LIBERTYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EAEF60479818725E5025E18C1E66B65AF0C8A52B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:01:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364486321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HTH LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIBERTYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600485312
ReturnHeader/PreparerPersonGrp/PhoneNum08472470200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA A HANSELMANN CPA
ReturnHeader/ReturnTs02018-05-30T09:01:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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