Civic Intelligence

Lauren Merage Foundation

990PF • Fiscal year 2014 • EIN 26-0523106

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
660 Newport Center Drive No 1300Newport Beach, CA 92660

(949) 474-5800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.06x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-1144%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

66th percentile

6.2%

Faster asset growth than 66% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,122,157

Up $123,265 (+6.2%) from 2013

Net Assets

Up

$2,121,711

Up $123,239 (+6.2%) from 2013

Liabilities

Up

$446

Up $26 (+6.2%) from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin1st percentile

Revenue

Down

$8,041

Down $121,813 (-94%) from 2013

Expenses

Up

$100,060

Up $7,165 (+7.7%) from 2013

Net Income

Down

-$92,019

Down $128,978 (-349%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,850,278Liabilities 2012: $315Net Assets 2012: $1,849,9632012Assets 2013: $1,998,892Liabilities 2013: $420Net Assets 2013: $1,998,4722013Assets 2014: $2,122,157Liabilities 2014: $446Net Assets 2014: $2,121,7112014Assets 2015: $2,166,590Liabilities 2015: $55Net Assets 2015: $2,166,5352015Assets 2016: $2,265,643Liabilities 2016: $54Net Assets 2016: $2,265,5892016Assets 2017: $2,180,004Liabilities 2017: $0Net Assets 2017: $2,180,0042017Assets 2018: $2,067,417Liabilities 2018: $0Net Assets 2018: $2,067,4172018Assets 2019: $2,632,158Liabilities 2019: $10,467Net Assets 2019: $2,621,6912019Assets 2020: $2,533,803Liabilities 2020: $0Net Assets 2020: $2,533,8032020Assets 2021: $2,458,085Liabilities 2021: $116Net Assets 2021: $2,457,9692021Assets 2022: $1,731,372Liabilities 2022: $80Net Assets 2022: $1,731,2922022Assets 2023: $2,537,278Liabilities 2023: $116,070Net Assets 2023: $2,421,2082023Assets 2024: $2,318,350Liabilities 2024: $103,684Net Assets 2024: $2,214,6662024

Highlighted filing

2014

Assets$2,122,157
Liabilities$446
Net Assets$2,121,711
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$200K$100K$0-$100K-$200KExpenses 2012: $100,2952012Revenue 2013: $129,854Expenses 2013: $92,895Net Income 2013: $36,9592013Revenue 2014: $8,041Expenses 2014: $100,060Net Income 2014: -$92,0192014Revenue 2015: $11,418Expenses 2015: $109,192Net Income 2015: -$97,7742015Revenue 2016: $14,323Expenses 2016: $103,882Net Income 2016: -$89,5592016Revenue 2017: $175,907Expenses 2017: $107,635Net Income 2017: $68,2722017Revenue 2018: $19,840Expenses 2018: $119,415Net Income 2018: -$99,5752018Revenue 2019: $91,525Expenses 2019: $112,668Net Income 2019: -$21,1432019Revenue 2020: $42,272Expenses 2020: $119,693Net Income 2020: -$77,4212020Revenue 2021: $104,359Expenses 2021: $127,270Net Income 2021: -$22,9112021Revenue 2022: $333Expenses 2022: $129,723Net Income 2022: -$129,3902022Revenue 2023: $105,988Expenses 2023: $111,199Net Income 2023: -$5,2112023Revenue 2024: $91,597Expenses 2024: $113,786Net Income 2024: -$22,1892024

Highlighted filing

2014

Revenue$8,041
Expenses$100,060
Net Income-$92,019
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL MERAGETreasurer-$0--
ELISABETH MERAGESecretary-$0--
LAUREN MERAGEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lmm Foundation
EIN
26-0523106
Phone
9494745800
Address
660 NEWPORT CENTER DRIVE NO 1300, NEWPORT BEACH, CA 92660

Signing Officer

Name
Paul Merage
Title
Treasurer
Phone
9494745800
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Dunn Henritze Maline Llp
Address
215 W OAK ST STE 1100, FORT COLLINS, CO 80521
Preparer
Dean Dunn
Phone
9703724160
Raw XML Appendix359 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02118868
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL MERAGE
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA RUMBAUGH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVE SUITE 1300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494745800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt159000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SELF-DIRECTED GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAXART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE ONE CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02640 S LA CIENEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 CORPORATE PARK SUITE 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21400 EYE STREET NW STE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03882
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093592
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097474
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098280
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093592
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO EXPENSES DOVER III - SCH K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVEST. MANAGEMENT FEES DOVER III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVEST. INTEREST EXPENSE DOVER III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC. EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0477
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11725
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3472
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0215258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt1325
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MERAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494745800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LMM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0260523106
ReturnHeader/Filer/PhoneNum09494745800
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVE NO 1300
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841395431
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/ZIPCd080521
ReturnHeader/PreparerPersonGrp/PhoneNum09703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN DUNN
ReturnHeader/ReturnTs02015-11-11T14:53:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,122,157
Liabilities
$446
Net assets
$2,121,711
Revenue
$8,041
Expenses
$100,060
Net income
-$92,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.10$2.21$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.12$2.42$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.10$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.62$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.02$0.12$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.18$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.01$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.01$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.01$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.13$0.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.10