Civic Intelligence

Andre and Katherine Merage Foundation Colorado

990PF • Fiscal year 2015 • EIN 45-0493929

Dec 01, 2014 to Nov 30, 2015 • Filed on May 10, 2015

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

60th percentile

3.4%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$33,822,056

Up $1,125,133 (+3.4%) from 2014

Net Assets

Up

$33,774,794

Up $1,089,664 (+3.3%) from 2014

Liabilities

Up

$47,262

Up $35,469 (+301%) from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

Down

$3,825,382

Down $716,974 (-16%) from 2014

Expenses

Up

$2,735,718

Up $182,457 (+7.1%) from 2014

Net Income

Down

$1,089,664

Down $899,431 (-45%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$40M$30M$20M$10M$0Assets 2010: $32,322,735Liabilities 2010: $0Net Assets 2010: $32,322,7352010Assets 2011: $31,523,030Liabilities 2011: $0Net Assets 2011: $31,523,0302011Assets 2012: $31,482,036Liabilities 2012: $0Net Assets 2012: $31,482,0362012Assets 2013: $30,784,128Liabilities 2013: $88,093Net Assets 2013: $30,696,0352013Assets 2014: $32,696,923Liabilities 2014: $11,793Net Assets 2014: $32,685,1302014Assets 2015: $33,822,056Liabilities 2015: $47,262Net Assets 2015: $33,774,7942015Assets 2016: $32,459,858Liabilities 2016: $0Net Assets 2016: $32,459,8582016Assets 2017: $32,968,182Liabilities 2017: $173,680Net Assets 2017: $32,794,5022017Assets 2018: $33,102,468Liabilities 2018: $177,112Net Assets 2018: $32,925,3562018Assets 2019: $33,091,831Liabilities 2019: $181,645Net Assets 2019: $32,910,1862019Assets 2020: $33,517,463Liabilities 2020: $176,055Net Assets 2020: $33,341,4082020Assets 2021: $32,843,065Liabilities 2021: $176,031Net Assets 2021: $32,667,0342021Assets 2022: $34,352,104Liabilities 2022: $174,966Net Assets 2022: $34,177,1382022Assets 2023: $35,028,328Liabilities 2023: $21,990Net Assets 2023: $35,006,3382023Assets 2024: $35,983,372Liabilities 2024: $5,341Net Assets 2024: $35,978,0312024

Highlighted filing

2015

Assets$33,822,056
Liabilities$47,262
Net Assets$33,774,794
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,577,3732010Expenses 2011: $1,746,2932011Expenses 2012: $1,826,9812012Expenses 2013: $2,222,4802013Revenue 2014: $4,542,356Expenses 2014: $2,553,261Net Income 2014: $1,989,0952014Revenue 2015: $3,825,382Expenses 2015: $2,735,718Net Income 2015: $1,089,6642015Revenue 2016: $1,164,837Expenses 2016: $2,479,773Net Income 2016: -$1,314,9362016Revenue 2017: $2,542,426Expenses 2017: $2,207,782Net Income 2017: $334,6442017Revenue 2018: $1,980,108Expenses 2018: $1,849,254Net Income 2018: $130,8542018Revenue 2019: $1,845,448Expenses 2019: $1,860,618Net Income 2019: -$15,1702019Revenue 2020: $2,471,903Expenses 2020: $2,040,681Net Income 2020: $431,2222020Revenue 2021: $1,369,601Expenses 2021: $2,043,975Net Income 2021: -$674,3742021Revenue 2022: $3,536,800Expenses 2022: $2,026,728Net Income 2022: $1,510,0722022Revenue 2023: $2,906,825Expenses 2023: $2,077,625Net Income 2023: $829,2002023Revenue 2024: $2,937,514Expenses 2024: $1,965,821Net Income 2024: $971,6932024

Highlighted filing

2015

Revenue$3,825,382
Expenses$2,735,718
Net Income$1,089,664
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
May 10, 2015
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MerageDirectorPT$0--
Katherine MerageDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General OperationsEOFNew York, NY, US$1,414,975
Paid Grant-General OperationsEOFEncino, CA, US$7,000
Paid Grant-General OperationsEOFDenver, CO, US$3,000
Paid Grant-General OperationsEOFDenver, CO, US$1,250
Filing and Contact Details

Filer

Filer Name
Andre & Katherine Merage Foundation -
EIN
45-0493929
Phone
3037892664
Address
18 Inverness Place East, Englewood, CO 80112

Signing Officer

Name
David Merage
Title
Director
Signed
2015-05-10
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 Appendix360 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04983
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04983
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Part II Balance Sheets, Line 13:13.Investment in Cambridge Capital III Foundations, LLCBook Value 11.30.15 Fair Market Value 11.30.15$33,396,992 $36,490,599
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0719800
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02888108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0192024
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CIII K-1 Ord/Rent/Other
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt025450
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03825382
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03825382
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04983
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04983
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02888108
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01426225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01426225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0719800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0719800
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01089664
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02888108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0192024
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0192024
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02888108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03441997
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0225109
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0225109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0651632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0378161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01029793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt025450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05224
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt040224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02317333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0383385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02735718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03825382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03825382
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0891108
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0383385
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01309493
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02006656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1881452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02006656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1881452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02006656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1881452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Cambridge III K-1 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Cambridge III K-1 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02888108
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02006656
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01089664
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033774794
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032685130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033774794
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01813860
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01813860
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01813860
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01848280
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034420
IRS990PF/DistributableAmountGrp/TotalTaxAmt034420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt034420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt043420
IRS990PF/FMVAssetsEOYAmt036915663
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt011793
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt047262
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt032685130
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt033774794
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0140314
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0165962
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0165962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03428704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020664618
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0277216
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0259103
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0259102
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08178480
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt033396991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt036490599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032696923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033822056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036915663
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011793
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt047262
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032696923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033822056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032685130
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033774794
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037528537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0132704
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037136731
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0562928
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0259102
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01848280
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036965609
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt037528537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0121779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Sue Renner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt018 Inverness Place East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Englewood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Katherine Merage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018 Inverness Place East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118 Inverness Place East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Englewood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Englewood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180112
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01921251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01955671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02290275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02056019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01621720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01514440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01397460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt034420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt036965609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt037195280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt034796099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt032830945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033636357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031202152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02317333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.25987
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02282913
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02317333
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt034420
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02317333
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0IS
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018 Inverness Place East
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Englewood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Consolidated Investment Group
IRS990PF/StatementsRegardingActyGrp/PhoneNum03037892664
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01414975
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Jewish Federations of North Ame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jewish Life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Colorado
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Hebrew Educational Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025 Broadway No 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116501 Ventura Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21800 Grant Street 725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33600 S Ivanhoe St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Encino
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380237
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01426225
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/AppliedToCurrentYearAmt01528498
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0788835
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01813860
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02317333
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0285362
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0788835
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0104
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0104
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0277216
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Advance to Atid
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0259102
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0259102
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Computer/IT Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Expense - Cambridge III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Marketing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Meetings
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Recruiting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0641351
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11263
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25071
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4121
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61358
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0378161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0641351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2378161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71358
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CIII K-1 Ord/Rent/Other
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025450
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05224
TaxesSchedule/TaxesDetail/Amt135000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes - Cambridge III K-1
TaxesSchedule/TaxesDetail/CategoryTxt1Other Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05224
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Andre & Katherine Merage Foundation -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Colorado
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0450493929
ReturnHeader/Filer/PhoneNum03037892664
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/ReturnTs02016-05-11T07:49:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,822,056
Liabilities
$47,262
Net assets
$33,774,794
Revenue
$3,825,382
Expenses
$2,735,718
Net income
$1,089,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.0$0.01$36.0$2.94$1.97$0.97
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.02$35.0$2.91$2.08$0.83
2022Detailed filing. Detailed filing data is available for this year.$34.4$0.17$34.2$3.54$2.03$1.51
2021Detailed filing. Detailed filing data is available for this year.$32.8$0.18$32.7$1.37$2.04$0.67
2020Detailed filing. Detailed filing data is available for this year.$33.5$0.18$33.3$2.47$2.04$0.43
2019Detailed filing. Detailed filing data is available for this year.$33.1$0.18$32.9$1.85$1.86$0.02
2018Detailed filing. Detailed filing data is available for this year.$33.1$0.18$32.9$1.98$1.85$0.13
2017Detailed filing. Detailed filing data is available for this year.$33.0$0.17$32.8$2.54$2.21$0.33
2016Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.16$2.48$1.31
2015Detailed filing. Detailed filing data is available for this year.$33.8$0.05$33.8$3.83$2.74$1.09
2014Detailed filing. Detailed filing data is available for this year.$32.7$0.01$32.7$4.54$2.55$1.99
2013Detailed filing. Detailed filing data is available for this year.$30.8$0.09$30.7$2.22
2012Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.83
2011Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.75
2010Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$1.58