Civic Intelligence

Andre and Katherine Merage Foundation of Nevada

990PF • Fiscal year 2013 • EIN 02-0657534

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
660 Newport Center DriveNewport Beach, CA 92660

(949) 474-5800

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2013 filings • $25M-$50M 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 / Assets12th percentile

Assets

Up

$37,770,987

Up $2,896,971 (+8.3%) from 2012

Net Assets

Up

$37,770,987

Up $2,896,971 (+8.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

$2,440,162

No earlier filing loaded for comparison.

Expenses

Down

$1,655,894

Down $150,720 (-8.3%) from 2012

Net Income

$784,268

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$60M$40M$20M$0Assets 2010: $33,895,873Liabilities 2010: $0Net Assets 2010: $33,895,8732010Assets 2011: $33,516,963Liabilities 2011: $0Net Assets 2011: $33,516,9632011Assets 2012: $34,874,016Liabilities 2012: $0Net Assets 2012: $34,874,0162012Assets 2013: $37,770,987Liabilities 2013: $0Net Assets 2013: $37,770,9872013Assets 2014: $40,125,265Liabilities 2014: $0Net Assets 2014: $40,125,2652014Assets 2015: $41,070,748Liabilities 2015: $0Net Assets 2015: $41,070,7482015Assets 2016: $42,846,608Liabilities 2016: $0Net Assets 2016: $42,846,6082016Assets 2017: $44,959,351Liabilities 2017: $0Net Assets 2017: $44,959,3512017Assets 2018: $42,722,821Liabilities 2018: $50Net Assets 2018: $42,722,7712018Assets 2019: $54,264,246Liabilities 2019: $449Net Assets 2019: $54,263,7972019Assets 2020: $52,297,804Liabilities 2020: $0Net Assets 2020: $52,297,8042020Assets 2021: $50,918,917Liabilities 2021: $820Net Assets 2021: $50,918,0972021Assets 2022: $35,917,595Liabilities 2022: $0Net Assets 2022: $35,917,5952022Assets 2023: $50,108,231Liabilities 2023: $23,100Net Assets 2023: $50,085,1312023Assets 2024: $45,802,786Liabilities 2024: $522Net Assets 2024: $45,802,2642024

Highlighted filing

2013

Assets$37,770,987
Liabilities$0
Net Assets$37,770,987
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $955,9122010Expenses 2011: $1,365,4442011Expenses 2012: $1,806,6142012Revenue 2013: $2,440,162Expenses 2013: $1,655,894Net Income 2013: $784,2682013Revenue 2014: $152,775Expenses 2014: $1,876,129Net Income 2014: -$1,723,3542014Revenue 2015: $216,248Expenses 2015: $1,971,522Net Income 2015: -$1,755,2742015Revenue 2016: $271,484Expenses 2016: $2,067,319Net Income 2016: -$1,795,8352016Revenue 2017: $7,417,329Expenses 2017: $2,050,821Net Income 2017: $5,366,5082017Revenue 2018: $430,935Expenses 2018: $2,252,022Net Income 2018: -$1,821,0872018Revenue 2019: $1,903,728Expenses 2019: $2,266,972Net Income 2019: -$363,2442019Revenue 2020: $876,921Expenses 2020: $2,625,752Net Income 2020: -$1,748,8312020Revenue 2021: $2,277,711Expenses 2021: $2,523,512Net Income 2021: -$245,8012021Revenue 2022: $6,926Expenses 2022: $2,581,326Net Income 2022: -$2,574,4002022Revenue 2023: $2,199,621Expenses 2023: $2,458,129Net Income 2023: -$258,5082023Revenue 2024: $1,896,363Expenses 2024: $2,249,381Net Income 2024: -$353,0182024

Highlighted filing

2013

Revenue$2,440,162
Expenses$1,655,894
Net Income$784,268
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine MeragePres/Director-$0--
Paul MerageSecr/Treas-$0--
Filing and Contact Details

Filer

EIN
02-0657534
Phone
9494745800

Signing Officer

Name
Paul Merage
Title
Director
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Dean Dunn
Phone
9702142638
Raw XML Appendix324 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paul Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secr/Treas
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3116000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Self-Directed General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Prvt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University Synagogue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jewish Comm Ctr of OC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Merage Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Orange County Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Saddleback Memorial Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Founder's related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103400 Michelson Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11One Federation Way Suite 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine124350 Von Karman Ave Ste 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine134041 MacArthur Blvd Suite 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1424451 Health Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Laguna Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode092612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode192603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode292660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode392660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode492653
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01564555
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/AppliedToCurrentYearAmt02751
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01564931
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01795759
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01567682
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01793008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01564931
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Taxes - Dover III - Sch K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Fees - Dover III
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Other Portfolio Expenses - Dover III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0688
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt177178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23336
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt177178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33336
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Dover III Underlying K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt062823
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062823
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Andre & Katherine Merage Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine20of Nevada
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0020657534
ReturnHeader/Filer/PhoneNum09494745800
ReturnHeader/Filer/USAddress/AddressLine10660 Newport Center Drive
ReturnHeader/Filer/USAddress/City0Newport Beach
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUNN HENRITZE MALINE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0805212733
ReturnHeader/PreparerPersonGrp/PhoneNum09702142638
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dean Dunn
ReturnHeader/ReturnTs02014-11-06T11:35:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$37,770,987
Liabilities
$0
Net assets
$37,770,987
Revenue
$2,440,162
Expenses
$1,655,894
Net income
$784,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$1.90$2.25$0.35
2023Detailed filing. Detailed filing data is available for this year.$50.1$0.02$50.1$2.20$2.46$0.26
2022Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$0.01$2.58$2.57
2021Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$2.28$2.52$0.25
2020Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$0.88$2.63$1.75
2019Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$1.90$2.27$0.36
2018Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$0.43$2.25$1.82
2017Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$7.42$2.05$5.37
2016Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$0.27$2.07$1.80
2015Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$0.22$1.97$1.76
2014Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$0.15$1.88$1.72
2013Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.44$1.66$0.78
2012Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$1.81
2011Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$1.37
2010Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$0.96