Civic Intelligence

Morton and Catherine Engle Family Foundation

990PF • Fiscal year 2014 • EIN 36-3950929

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

485 Oakwood AveRoom/Suite B2Lake Forest, IL 60045

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-424%

Higher net margin than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-9.3%

Faster asset growth than 27% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$255,465

Down $26,344 (-9.3%) from 2013

Net Assets

Down

$255,415

Down $26,344 (-9.3%) from 2013

Liabilities

Flat

$50

Flat from 2013

Revenue

Down

$6,220

Down $2,420 (-28%) from 2013

Expenses

Up

$32,564

Up $7,483 (+30%) from 2013

Net Income

Down

-$26,344

Down $9,903 (-60%) from 2013

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

2014

Assets$255,465
Liabilities$50
Net Assets$255,415

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

2014

Revenue$6,220
Expenses$32,564
Net Income-$26,344
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers

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

Filer Name
Morton & Catherine Engle
EIN
36-3950929
Phone
8472345556
Address
485 OAKWOOD AVE, ROOM/SUITE B2, LAKE FOREST, IL 60045

Signing Officer

Name
Daniel Engle
Title
Treasurer
Phone
8472345556
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
HTH LLC CPA'S
Address
501 PETERSON ROAD, LIBERTYVILLE, IL 60048-1011
Preparer
Jill L Kuksa CPA
Phone
8472470200
Raw XML Appendix368 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/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/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CATHERINE ENGLE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0485 OAKWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKE FOREST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060045
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/AddressLine1Txt0485 OAKWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAKE FOREST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSIST ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PHOENIX CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALLIANCE BERNSTEIN K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BELLEFAIRE JCB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02929 EAST CAMELBACK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11245 AVENUE OF THE AMERIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222001 FAIRMOUNT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027514
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/AppliedToCurrentYearAmt016534
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0108032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0108032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076276
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09080
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027514
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010980
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184308
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0173328
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/NetInvestmentIncomeAmt0376
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt212
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2763
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1457
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCE NON UBIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLIANCE UBIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1457
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER FOR REIMBURSMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt050
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/Amt1207
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ENGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472345556
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON & CATHERINE ENGLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0363950929
ReturnHeader/Filer/PhoneNum08472345556
ReturnHeader/Filer/USAddress/AddressLine1Txt0485 OAKWOOD AVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE B2
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364486321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HTH LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 PETERSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIBERTYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600481011
ReturnHeader/PreparerPersonGrp/PhoneNum08472470200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL L KUKSA CPA
ReturnHeader/ReturnTs02015-05-08T11:51:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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