Civic Intelligence

Morton and Catherine Engle Family Foundation

990PF • Fiscal year 2017 • EIN 36-3950929

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

1860 W Winchester Rd 103Libertyville, IL 60048

(303) 443-6701

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1040%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$245,728

Up $46,363 (+23%) from 2016

Net Assets

Up

$245,642

Up $46,327 (+23%) from 2016

Liabilities

Up

$86

Up $36 (+72%) from 2016

Revenue

Up

$71,173

Up $64,930 (+1040%) from 2016

Expenses

Down

$24,846

Down $15,670 (-39%) from 2016

Net Income

Up

$46,327

Up $80,600 (+235%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$245,728
Liabilities$86
Net Assets$245,642

Operations Trend

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

2017

Revenue$71,173
Expenses$24,846
Net Income$46,327
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAYO CLINICASSIST ORGANIZATIONPUBLICSCOTTSDALE, AZ, US$20,000
Paid GrantALLIANCE BERSTEIN K-1ASSIST ORGANIZATIONPUBLICNEW YORK, NY, US$30
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD ENGLE
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL ENGLE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0735 13TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0735 13TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03034436701
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03034436701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0735 13TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOULDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO CLINIC
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085259
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020030
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/AppliedToCurrentYearAmt011914
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051174
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08116
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT INTEREST EXPENSE
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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