Jonathan Merage Foundation

990PF • Fiscal year 2021 • EIN 26-0601705

Dec 01, 2020 to Nov 30, 2021 • Filed on May 24, 2022

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.

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

-0.5%

Higher net margin than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

-0.0%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

-92%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$9,777,777

Down $1,995 (-0.0%) from 2020

Net Assets

Down

$9,777,684

Down $2,088 (-0.0%) from 2020

Liabilities

$93

Up $93 from 2020

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin23rd percentile

Revenue

Down

$385,661

Down $4,221,350 (-92%) from 2020

Expenses

Down

$387,749

Down $160,185 (-29%) from 2020

Net Income

Down

-$2,088

Down $4,061,165 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2021

Assets$9,777,777

Liabilities$93

Net Assets$9,777,684

Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2021

Revenue$385,661

Expenses$387,749

Net Income-$2,088

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2020 to Nov 30, 2021
Signed: May 24, 2022
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Jonathan Merage	Director	PT	$0	-	-
David Merage	Secretary	-	$0	-	-
Laura Merage	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Jonathan Merage Foundation
EIN: 26-0601705
Phone: 3037892664
Address: 18 Inverness Place East, Englewood, CO 80112

Signing Officer

Name: Jonathan Merage
Title: Director
Signed: 2022-05-24
Discuss with paid preparer: Yes

Preparer

Firm: Dunn Henritze Llp
Address: 215 W OAK ST STE 1100, FORT COLLINS, CO 80521
Preparer: Thomas Fallt
Phone: 9703724160

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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	685341
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	350989
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	92
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	92
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Other Portfolio Expenses - Cambridge III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	715
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	8050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	8050
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Ord/Rent/Other CIII K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	608
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	21470
TaxesSchedule/TaxesDetail/Amt	0	112
TaxesSchedule/TaxesDetail/Amt	1	12445
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	112
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jonathan Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Jonathan Merage Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	JONA
ReturnHeader/Filer/EIN	0	260601705
ReturnHeader/Filer/PhoneNum	0	3037892664
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	18 Inverness Place East
ReturnHeader/Filer/USAddress/CityNm	0	Englewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	841395431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DUNN HENRITZE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80521
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas Fallt
ReturnHeader/ReturnTs	0	2022-05-24T11:41:28-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Jonathan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Merage
ReturnHeader/TaxPeriodBeginDt	0	2020-12-01
ReturnHeader/TaxPeriodEndDt	0	2021-11-30
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,777,777
Liabilities: $93
Net assets: $9,777,684
Revenue: $385,661
Expenses: $387,749
Net income: -$2,088

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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