Civic Intelligence

Jonathan Merage Foundation

990PF • Fiscal year 2015 • EIN 26-0601705

Dec 01, 2014 to Nov 30, 2015 • Filed on May 24, 2016

Organization Profile
18 Inverness Place EastEnglewood, CO 80112

(303) 789-2664

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

62nd percentile

3.0%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,163,168

Up $92,456 (+3.0%) from 2014

Net Assets

Up

$3,161,597

Up $90,885 (+3.0%) from 2014

Liabilities

Up

$1,571

Up $1,571 from 2014

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Down

$317,804

Down $659,573 (-67%) from 2014

Expenses

Up

$226,919

Up $55,437 (+32%) from 2014

Net Income

Down

$90,885

Down $715,010 (-89%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0Assets 2010: $1,869,491Liabilities 2010: $0Net Assets 2010: $1,869,4912010Assets 2011: $1,825,651Liabilities 2011: $0Net Assets 2011: $1,825,6512011Assets 2012: $2,213,463Liabilities 2012: $0Net Assets 2012: $2,213,4632012Assets 2013: $2,264,817Liabilities 2013: $0Net Assets 2013: $2,264,8172013Assets 2014: $3,070,712Liabilities 2014: $0Net Assets 2014: $3,070,7122014Assets 2015: $3,163,168Liabilities 2015: $1,571Net Assets 2015: $3,161,5972015Assets 2016: $3,453,213Liabilities 2016: $1Net Assets 2016: $3,453,2122016Assets 2017: $3,505,524Liabilities 2017: $52Net Assets 2017: $3,505,4722017Assets 2018: $5,718,759Liabilities 2018: $3,282Net Assets 2018: $5,715,4772018Assets 2019: $5,720,705Liabilities 2019: $10Net Assets 2019: $5,720,6952019Assets 2020: $9,779,772Liabilities 2020: $0Net Assets 2020: $9,779,7722020Assets 2021: $9,777,777Liabilities 2021: $93Net Assets 2021: $9,777,6842021Assets 2022: $20,060,689Liabilities 2022: $0Net Assets 2022: $20,060,6892022Assets 2023: $21,411,083Liabilities 2023: $240Net Assets 2023: $21,410,8432023

Highlighted filing

2015

Assets$3,163,168
Liabilities$1,571
Net Assets$3,161,597
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $80,4312010Expenses 2011: $93,4122011Expenses 2012: $94,7492012Expenses 2013: $108,0752013Revenue 2014: $977,377Expenses 2014: $171,482Net Income 2014: $805,8952014Revenue 2015: $317,804Expenses 2015: $226,919Net Income 2015: $90,8852015Revenue 2016: $498,571Expenses 2016: $206,956Net Income 2016: $291,6152016Revenue 2017: $255,589Expenses 2017: $203,329Net Income 2017: $52,2602017Revenue 2018: $2,458,470Expenses 2018: $248,465Net Income 2018: $2,210,0052018Revenue 2019: $359,487Expenses 2019: $354,269Net Income 2019: $5,2182019Revenue 2020: $4,607,011Expenses 2020: $547,934Net Income 2020: $4,059,0772020Revenue 2021: $385,661Expenses 2021: $387,749Net Income 2021: -$2,0882021Revenue 2022: $11,006,562Expenses 2022: $723,565Net Income 2022: $10,282,9972022Revenue 2023: $2,091,908Expenses 2023: $741,754Net Income 2023: $1,350,1542023

Highlighted filing

2015

Revenue$317,804
Expenses$226,919
Net Income$90,885
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
May 24, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan MerageDirectorPT$0--
David MerageSecretary-$0--
Laura MeragePresident-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan Merage Foundation
EIN
26-0601705
Address
18 Inverness Place East, Englewood, CO 80112

Signing Officer

Name
Jonathan Merage
Title
Director
Signed
2016-05-24
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
9702142638
Raw XML Appendix281 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/PersonNm0Jonathan Merage
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12233 Champa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Newark
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0182500
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/AppliedToCurrentYearAmt015181
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0172887
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0191992
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0188068
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0176811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0172887
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expense - Cambridge III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01372
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11372
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Ord/Rent/Other CIII K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02114
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02114
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/Amt1434
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0434
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jonathan Merage Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0260601705
ReturnHeader/Filer/USAddress/AddressLine1Txt018 Inverness Place East
ReturnHeader/Filer/USAddress/CityNm0Englewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080112
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/PhoneNum09702142638
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Palmer
ReturnHeader/ReturnTs02016-06-09T10:24:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,163,168
Liabilities
$1,571
Net assets
$3,161,597
Revenue
$317,804
Expenses
$226,919
Net income
$90,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$2.09$0.74$1.35
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$11.0$0.72$10.3
2021Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.39$0.39$0.00
2020Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$4.61$0.55$4.06
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.36$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$2.46$0.25$2.21
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.26$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.50$0.21$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.32$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.98$0.17$0.81
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08