Civic Intelligence

Lauren Merage Foundation

990PF • Fiscal year 2016 • EIN 26-0523106

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 08, 2017

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-625%

Higher net margin than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

4.6%

Faster asset growth than 64% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,265,643

Up $99,053 (+4.6%) from 2015

Net Assets

Up

$2,265,589

Up $99,054 (+4.6%) from 2015

Liabilities

Down

$54

Down $1 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Up

$14,323

Up $2,905 (+25%) from 2015

Expenses

Down

$103,882

Down $5,310 (-4.9%) from 2015

Net Income

Up

-$89,559

Up $8,215 (+8.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$2,265,643
Liabilities$54
Net Assets$2,265,589
Open 2016 Filing

Operations Trend

Revenue Growth81st 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

2016

Revenue$14,323
Expenses$103,882
Net Income-$89,559
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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, Newport Beach, CA 92660

Signing Officer

Name
Paul Merage
Title
Treasurer
Signed
2017-09-08
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 Appendix279 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elisabeth Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lauren Merage
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Self-Directed General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Orange County Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030 Corporate Park Suite 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt03677
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt099483
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108371
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103160
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0104694
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099483
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Expense - Dover II
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Portfolio Expenses - Dover III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt177
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0620
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1620
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt344
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LMM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0260523106
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/ReturnTs02017-09-14T14:24:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,265,643
Liabilities
$54
Net assets
$2,265,589
Revenue
$14,323
Expenses
$103,882
Net income
-$89,559
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