Civic Intelligence

Richard and Giulia Merage Foundation

990PF • Fiscal year 2016 • EIN 26-0523471

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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.01x

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

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

Net Margin

1st percentile

-744%

Higher net margin than 1% 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

61st percentile

3.7%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,261,000

Up $81,306 (+3.7%) from 2015

Net Assets

Up

$2,260,907

Up $81,268 (+3.7%) from 2015

Liabilities

Up

$93

Up $38 (+69%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Up

$14,274

Up $2,826 (+25%) from 2015

Expenses

Up

$120,411

Up $11,471 (+11%) from 2015

Net Income

Down

-$106,137

Down $8,645 (-8.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2016

Assets$2,261,000
Liabilities$93
Net Assets$2,260,907
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

2016

Revenue$14,274
Expenses$120,411
Net Income-$106,137
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
Richard MeragePresident-$0--
Elisabeth MerageSecretary-$0--
Paul MerageTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
RPM Foundation
EIN
26-0523471
Phone
9494745800
Address
660 Newport Center Drive, Newport Beach, CA 92660

Signing Officer

Name
Richard Merage
Title
President
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 Appendix334 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/PersonNm0Richard Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elisabeth Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Paul Merage
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Orange County Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Orange County Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3St Mary and All Angels Cristian Chu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Sage Hill School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Northwestern University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 Corporate Park Ste 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2850 San Clemente Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37 Pursuit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt420402 Newport Coast Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5633 Clark St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6270 Madison Ave 1501
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Portfolio Expenses - Dover III
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt144
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2620
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt344
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RPM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RPMF
ReturnHeader/Filer/EIN0260523471
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/ReturnTs02017-09-14T14:53:19-07:00
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
$2,261,000
Liabilities
$93
Net assets
$2,260,907
Revenue
$14,274
Expenses
$120,411
Net income
-$106,137
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