Civic Intelligence

Richard and Giulia Merage Foundation

990PF • Fiscal year 2013 • EIN 26-0523471

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

Organization Profile
660 Newport Center Drive92660

(949) 474-5800

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

69th percentile

7.9%

Faster asset growth than 69% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets28th percentile

Assets

Up

$2,009,948

Up $147,131 (+7.9%) from 2012

Net Assets

Up

$2,009,880

Up $147,471 (+7.9%) from 2012

Liabilities

Down

$68

Down $340 (-83%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin77th percentile

Revenue

$126,772

No earlier filing loaded for comparison.

Expenses

Down

$93,678

Down $5,341 (-5.4%) from 2012

Net Income

$33,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,833,971Liabilities 2010: $0Net Assets 2010: $1,833,9712010Assets 2011: $1,793,005Liabilities 2011: $391Net Assets 2011: $1,792,6142011Assets 2012: $1,862,817Liabilities 2012: $408Net Assets 2012: $1,862,4092012Assets 2013: $2,009,948Liabilities 2013: $68Net Assets 2013: $2,009,8802013Assets 2014: $2,134,631Liabilities 2014: $427Net Assets 2014: $2,134,2042014Assets 2015: $2,179,694Liabilities 2015: $55Net Assets 2015: $2,179,6392015Assets 2016: $2,261,000Liabilities 2016: $93Net Assets 2016: $2,260,9072016Assets 2017: $2,189,042Liabilities 2017: $0Net Assets 2017: $2,189,0422017Assets 2018: $2,073,455Liabilities 2018: $868Net Assets 2018: $2,072,5872018Assets 2019: $2,655,991Liabilities 2019: $26,317Net Assets 2019: $2,629,6742019Assets 2020: $2,537,131Liabilities 2020: $0Net Assets 2020: $2,537,1312020Assets 2021: $2,474,306Liabilities 2021: $16Net Assets 2021: $2,474,2902021Assets 2022: $1,747,019Liabilities 2022: $25Net Assets 2022: $1,746,9942022Assets 2023: $2,550,212Liabilities 2023: $161,000Net Assets 2023: $2,389,2122023Assets 2024: $2,293,932Liabilities 2024: $162,473Net Assets 2024: $2,131,4592024

Highlighted filing

2013

Assets$2,009,948
Liabilities$68
Net Assets$2,009,880
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $85,7782010Expenses 2011: $93,7942011Expenses 2012: $99,0192012Revenue 2013: $126,772Expenses 2013: $93,678Net Income 2013: $33,0942013Revenue 2014: $8,119Expenses 2014: $100,466Net Income 2014: -$92,3472014Revenue 2015: $11,448Expenses 2015: $108,940Net Income 2015: -$97,4922015Revenue 2016: $14,274Expenses 2016: $120,411Net Income 2016: -$106,1372016Revenue 2017: $174,752Expenses 2017: $94,186Net Income 2017: $80,5662017Revenue 2018: $19,936Expenses 2018: $121,156Net Income 2018: -$101,2202018Revenue 2019: $91,258Expenses 2019: $112,406Net Income 2019: -$21,1482019Revenue 2020: $42,436Expenses 2020: $124,545Net Income 2020: -$82,1092020Revenue 2021: $105,026Expenses 2021: $114,651Net Income 2021: -$9,6252021Revenue 2022: $335Expenses 2022: $126,527Net Income 2022: -$126,1922022Revenue 2023: $106,666Expenses 2023: $163,924Net Income 2023: -$57,2582023Revenue 2024: $90,579Expenses 2024: $168,151Net Income 2024: -$77,5722024

Highlighted filing

2013

Revenue$126,772
Expenses$93,678
Net Income$33,094
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard MeragePresident-$0--
Giulia MerageSecretary-$0--
Paul MerageTreasurer-$0--
Filing and Contact Details

Filer

EIN
26-0523471
Phone
9494745800

Signing Officer

Name
Richard Merage
Title
President
Signed
2014-08-08
Discuss with paid preparer
Yes

Preparer

Preparer
Dean Dunn
Phone
9702142638
Raw XML Appendix344 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/PersonNm0Richard Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Giulia Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Paul Merage
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Merage JCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Orange County Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UCLA Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Harbor Day Endowment Corp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Pediatric Cancer Research Foundatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Orange County Second Harvest Food B
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1130 Corporate Park Ste 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1210920 Wilshire Boulevard Ste 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine133443 Pacific View Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine149272 Jeronimo Road Suite 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine158014 Marine Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Corona Del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Irvine
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode092603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode192606
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode392625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode492618
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03596
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097247
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088791
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt093651
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085195
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Mgmt Fees - Dover III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MIscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Miscellaneous Exp - Dover III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3175
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DIII Underlying K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03260
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/Amt1910
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10Richard and Giulia Merage Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0260523471
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/ReturnTs02014-08-12T13:41:27-07:00
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
$2,009,948
Liabilities
$68
Net assets
$2,009,880
Revenue
$126,772
Expenses
$93,678
Net income
$33,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.16$2.13$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.16$2.39$0.11$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.03$2.63$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.$2.19$0.00$2.19$0.17$0.09$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.01$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.01$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.13$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits