Civic Intelligence

Andre and Katherine Merage Foundation of Nevada

990PF • Fiscal year 2015 • EIN 02-0657534

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

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.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

1st percentile

-812%

Higher net margin than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

55th percentile

2.4%

Faster asset growth than 55% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

42%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$41,070,748

Up $945,483 (+2.4%) from 2014

Net Assets

Up

$41,070,748

Up $945,483 (+2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin1st percentile

Revenue

Up

$216,248

Up $63,473 (+42%) from 2014

Expenses

Up

$1,971,522

Up $95,393 (+5.1%) from 2014

Net Income

Down

-$1,755,274

Down $31,920 (-1.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$41,070,748
Liabilities$0
Net Assets$41,070,748
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

2015

Revenue$216,248
Expenses$1,971,522
Net Income-$1,755,274
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

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

Filer

Filer Name
Andre & Katherine Merage Foundation
EIN
02-0657534
Phone
9494745800
Address
660 Newport Center Drive, Newport Beach, CA 92660

Signing Officer

Name
Paul Merage
Title
Director
Signed
2016-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Dunn Henritze Maline Llp
Address
215 W OAK ST STE 1100, FORT COLLINS, CO 80521-2733
Preparer
Robin Palmer
Phone
9703724160
Raw XML Appendix289 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University Synagogue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Merage Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Founder's related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03400 Michelson Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1660 Newport Center Drive Ste 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192660
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01947500
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/AppliedToCurrentYearAmt033589
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01918995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02073921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01952584
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02040332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01918995
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Taxes - DOver III
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Expense - Dover II
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Portfolio Expenses - Dover III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0543
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114473
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0428
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2543
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34027
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Dover III Underlying K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Andre & Katherine Merage Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Nevada
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0020657534
ReturnHeader/Filer/PhoneNum09494745800
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 Newport Center Drive
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNN HENRITZE MALINE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805212733
ReturnHeader/PreparerPersonGrp/PhoneNum09703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Palmer
ReturnHeader/ReturnTs02016-11-04T09:05:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,070,748
Liabilities
$0
Net assets
$41,070,748
Revenue
$216,248
Expenses
$1,971,522
Net income
-$1,755,274
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