Jeff and Alissa Merage Foundation

990PF • Fiscal year 2016 • EIN 26-0644644

Dec 01, 2015 to Nov 30, 2016 • Filed on Feb 13, 2017

Organization Profile

1815 Ctrl Park Dr PO Box 774000-340Steamboat Springs, CO 80477

(303) 981-1865

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.

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

0.00x

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

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

-14%

Higher net margin than 23% of similar nonprofits.

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

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

4.3%

Faster asset growth than 63% of similar nonprofits.

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

-29%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets25th percentile

Assets

$1,729,514

Up $71,587 (+4.3%) from 2015

Net Assets

$1,729,514

Up $71,587 (+4.3%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin23rd percentile

Revenue

Down

$104,394

Down $42,560 (-29%) from 2015

Expenses

Down

$119,171

Down $24,951 (-17%) from 2015

Net Income

Down

-$14,777

Down $17,609 (-622%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

Highlighted filing

2016

Assets$1,729,514

Liabilities$0

Net Assets$1,729,514

Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2016

Revenue$104,394

Expenses$119,171

Net Income-$14,777

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2015 to Nov 30, 2016
Signed: Feb 13, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay42nd 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

Filer Name: Jeff and Alissa Merage Foundation
EIN: 26-0644644
Phone: 3039811865
Address: 1815 Ctrl Park Dr PO Box 774000-340, Steamboat Springs, CO 80477

Signing Officer

Name: Jeff Merage
Title: President
Signed: 2017-02-13
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

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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	0	Jeff Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Alissa Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3039811865
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	Low-interest, short-term loan to Mountain Village Montessori Charter School (a 501(c)(3) organization) used for general operations of the school.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	100000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Jeff Merage
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Alissa Merage
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	89000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10227
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	University of Colorado Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Yampa Valley Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Har Mishpacha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Mountain Valley Montessori
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/RecipientUSAddress/AddressLine1Txt	0	4740 Walnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	385 Anglers Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 776108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	27285 Brandon Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Steamboat Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Steamboat Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Steamboat Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	80301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	80487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	80477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	80488
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	100477
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	105702
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	96152
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	105702
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2198
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	2198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	204052
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	2198
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2198
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	96152
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Jeff Alissa Merage
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1815 Ctrl Park Dr PO Box 77400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Steamboat Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	80477
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	101541
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	101541
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	1810 Shares Starbucks (donor's cost basis $15,177)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2016-11-21
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Investment Management Fees and Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	14882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	14882
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	86364
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Unrealized Income
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	Jeff Alissa Merage
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	1815 Ctrl Park Dr PO Box 77400
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	Steamboat Springs
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	80477
TaxesSchedule/TaxesDetail/Amt	0	237
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	237
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jeff Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Jeff and Alissa Merage Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	JEFF
ReturnHeader/Filer/EIN	0	260644644
ReturnHeader/Filer/PhoneNum	0	3039811865
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1815 Ctrl Park Dr PO Box 774000-340
ReturnHeader/Filer/USAddress/CityNm	0	Steamboat Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DUNN HENRITZE MALINE 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	805212733
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Robin Palmer
ReturnHeader/ReturnTs	0	2017-02-15T09:38:06-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-12-01
ReturnHeader/TaxPeriodEndDt	0	2016-11-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,729,514
Liabilities: $0
Net assets: $1,729,514
Revenue: $104,394
Expenses: $119,171
Net income: -$14,777

	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