Civic Intelligence

Jonathan Merage Foundation

990PF • Fiscal year 2022 • EIN 26-0601705

Dec 01, 2021 to Nov 30, 2022 • Filed on Apr 28, 2023

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

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

96th percentile

93%

Higher net margin than 96% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

96th percentile

105%

Faster asset growth than 96% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2754%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$20,060,689

Up $10,282,912 (+105%) from 2021

Net Assets

Up

$20,060,689

Up $10,283,005 (+105%) from 2021

Liabilities

Down

$0

Down $93 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$11,006,562

Up $10,620,901 (+2754%) from 2021

Expenses

Up

$723,565

Up $335,816 (+87%) from 2021

Net Income

Up

$10,282,997

Up $10,285,085 (+492581%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2022

Assets$20,060,689
Liabilities$0
Net Assets$20,060,689
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$11,006,562
Expenses$723,565
Net Income$10,282,997
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 28, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

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
Phone
3037892664
Address
18 Inverness Place East, Englewood, CO 80112

Signing Officer

Name
Jonathan Merage
Title
Director
Signed
2023-04-28
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
Raw XML Appendix282 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022429
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0685341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0690577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0707770
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0668148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0685341
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jonathan Merage
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018 Inverness Place East
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Englewood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080112
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09558724
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Portfolio Expenses - Cambridge III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0638
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112275
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Ord/Rent/Other CIII K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07507
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018128
TaxesSchedule/TaxesDetail/Amt01625
TaxesSchedule/TaxesDetail/Amt1361
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01625
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jonathan Merage Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0260601705
ReturnHeader/Filer/PhoneNum03037892664
ReturnHeader/Filer/USAddress/AddressLine1Txt018 Inverness Place East
ReturnHeader/Filer/USAddress/CityNm0Englewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841395431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNN HENRITZE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080521
ReturnHeader/PreparerPersonGrp/PhoneNum09703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Fallt
ReturnHeader/ReturnTs02023-04-28T14:25:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jonathan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Merage
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,060,689
Liabilities
$0
Net assets
$20,060,689
Revenue
$11,006,562
Expenses
$723,565
Net income
$10,282,997
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