Civic Intelligence

Morton and Catherine Engle Family Foundation

990PF • Fiscal year 2018 • EIN 36-3950929

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
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

60th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-504%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-8.9%

Faster asset growth than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-94%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$223,779

Down $21,949 (-8.9%) from 2017

Net Assets

Down

$223,693

Down $21,949 (-8.9%) from 2017

Liabilities

Flat

$86

Flat from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin3rd percentile

Revenue

Down

$4,357

Down $66,816 (-94%) from 2017

Expenses

Up

$26,306

Up $1,460 (+5.9%) from 2017

Net Income

Down

-$21,949

Down $68,276 (-147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$223,779
Liabilities$86
Net Assets$223,693
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

2018

Revenue$4,357
Expenses$26,306
Net Income-$21,949
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-05-02

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 Appendix302 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011894
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054160
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010980
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08106
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059280
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051174
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt012019
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt15339
LandEtcSchedule2/LandEtcGrp/BookValueAmt05555
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MACHINERY & EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1ORGANIZATIONAL EXPENSES
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt017574
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15339
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0116
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0260
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0260
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt086
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER FOR REIMBURSMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt086
TaxesSchedule/TaxesDetail/Amt0514
TaxesSchedule/TaxesDetail/Amt11800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAID
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ENGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRE/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08472345556
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
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/AtSubmissionCreationDeviceId054043A608B15D9709ECFD4C1C4EF8B0683683D57
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0093CCBC991077C08B856D9BD8443907B717A7BF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:03:01
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/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA A HANSELMANN CPA
ReturnHeader/ReturnTs02019-05-09T17:03:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,779
Liabilities
$86
Net assets
$223,693
Revenue
$4,357
Expenses
$26,306
Net income
-$21,949
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
2018Detailed filing. Detailed filing data is available for this year.$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