Jeff and Alissa Merage Foundation

990PF • Fiscal year 2014 • EIN 26-0644644

Dec 01, 2013 to Nov 30, 2014 • Filed on Mar 18, 2015

Organization Profile

3334 E Coast Hwy No 52792625

(949) 706-9365

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

-20%

Higher net margin than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

-1.2%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$1,655,095

Down $20,092 (-1.2%) from 2013

Net Assets

Down

$1,655,095

Down $20,092 (-1.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin17th percentile

Revenue

$101,558

No earlier filing loaded for comparison.

Expenses

$121,650

Up $14,041 (+13%) from 2013

Net Income

-$20,092

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2014

Assets$1,655,095

Liabilities$0

Net Assets$1,655,095

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$101,558

Expenses$121,650

Net Income-$20,092

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2013 to Nov 30, 2014
Signed: Mar 18, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JEFF MERAGE	President	PT	$0	-	-
ALISSA MERAGE	Vice President	-	$0	-	-

Filing and Contact Details

Filer

EIN: 26-0644644
Phone: 9497069365

Signing Officer

Name: Jeff Merage
Title: President
Phone: 9497069365
Signed: 2015-03-18
Discuss with paid preparer: Yes

Preparer

Preparer: Dean Dunn
Phone: 9703724160

Raw XML Appendix364 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/PersonNm	1	ALISSA MERAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	79500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL OPERATIONS - LEEDS SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	GNEERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	JEWISH FEDERATION AND FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SOUTHERN CALIFORNIA PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	TEMPLE BAT YAHM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	UNIVERSITY OF COLORADO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	30 CORPORATE PARK STE 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	474 SOUTH RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	1011 CAMELBACK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	3	4740 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	4	4245 NORTH FAIRFAX DRIVE SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	5	1 FEDERATION WAY SUITE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	3	BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	4	ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	5	IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	3	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	4	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	92606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	91105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	92660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	3	80301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	4	22203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	5	92603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	104230
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	4942
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	103463
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	113276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	108405
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	108334
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	103463
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT FEES AND BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12810
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	186
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	186
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JEFF MERAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9497069365
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JEFF AND ALISSA MERAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JEFF
ReturnHeader/Filer/EIN	0	260644644
ReturnHeader/Filer/PhoneNum	0	9497069365
ReturnHeader/Filer/USAddress/AddressLine1	0	3334 E COAST HWY NO 527
ReturnHeader/Filer/USAddress/City	0	CORONA DEL MAR
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	841395431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DUNN HENRITZE MALINE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	80521
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DEAN DUNN
ReturnHeader/ReturnTs	0	2015-03-16T13:08:33-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-12-01
ReturnHeader/TaxPeriodEndDt	0	2014-11-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,655,095
Liabilities: $0
Net assets: $1,655,095
Revenue: $101,558
Expenses: $121,650
Net income: -$20,092

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.61	$0.00	$1.61	$0.11	$0.12	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.27	$0.18	$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.55	$0.00	$1.55	$0.16	$0.15	$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.54	$0.00	$1.54	$0.17	$0.19	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56	$0.20	$0.17	$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.60	$0.00	$1.60	$0.11	$0.15	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.10	$0.12	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.15	$0.14	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.10	$0.12	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$1.68	$0.00	$1.68		$0.11
2012Detailed filing. Detailed filing data is available for this year.	$1.75	$0.00	$1.75		$0.11
2011Detailed filing. Detailed filing data is available for this year.	$1.80	$0.00	$1.80		$0.07
2010Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83		$0.13