Civic Intelligence

Andre and Katherine Merage Foundation Colorado

990PF • Fiscal year 2018 • EIN 45-0493929

Dec 01, 2017 to Nov 30, 2018 • Filed on May 22, 2019

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

17th percentile

0.01x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.09x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

55th percentile

6.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-22%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$33,102,468

Up $134,286 (+0.4%) from 2017

Net Assets

Up

$32,925,356

Up $130,854 (+0.4%) from 2017

Liabilities

Up

$177,112

Up $3,432 (+2.0%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin55th percentile

Revenue

Down

$1,980,108

Down $562,318 (-22%) from 2017

Expenses

Down

$1,849,254

Down $358,528 (-16%) from 2017

Net Income

Down

$130,854

Down $203,790 (-61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$33,102,468
Liabilities$177,112
Net Assets$32,925,356
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$1,980,108
Expenses$1,849,254
Net Income$130,854
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
May 22, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MerageDirectorPT$0--
Katherine MerageDirectorPT$0--
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
2019-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Dunn Henritze Llp
Address
215 W OAK ST STE 1100, FORT COLLINS, CO 80521-2733
Preparer
Mike Henritze
Phone
9703724160
Raw XML Appendix347 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Katherine Merage
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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/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11167011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Lone Soldiers - Wings
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Grants to a Foreign Entity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Pinkas 62 Suite 313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Tel Aviv
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd06215715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Friends of the Israel Defense Force
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Merage Foundation Isreal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Founder's Related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt060 East 42nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010165
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01467011
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/AppliedToCurrentYearAmt01709240
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01932090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0222850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0284334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0296458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0222850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0357942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0284334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt073608
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01709240
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0357942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0580792
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0328
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0328
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Computer/IT Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Expense - Cambridge III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Marketing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Meetings
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0106343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1193
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2689
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33699
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41463
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5147
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6897
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt067829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0106343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1193
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2689
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt367708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43699
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7897
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CIII K-1 Ord/Rent/Other
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-154605
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-154605
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Education
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Fees, Membership, Subscription
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Other Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt25280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/Amt172186
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Other Taxes
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Merage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
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/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/ZIPCd0805212733
ReturnHeader/PreparerPersonGrp/PhoneNum09703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike Henritze
ReturnHeader/ReturnTs02019-05-22T15:11:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,102,468
Liabilities
$177,112
Net assets
$32,925,356
Revenue
$1,980,108
Expenses
$1,849,254
Net income
$130,854
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