Civic Intelligence

The Merage Institute for the American Dream

990PF • Fiscal year 2012 • EIN 68-0529693

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 14, 2013

660 Newport Center Drive92660
Siviq Scores

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

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$942,752

Down $160,350 (-15%) from 2011

Net Assets

$888,046

No earlier filing loaded for comparison.

Liabilities

Up

$54,706

Up $679 (+1.3%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,007,686

Up $498,461 (+98%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $155,282Liabilities 2010: $19,295Net Assets 2010: $135,9872010Assets 2011: $1,103,102Liabilities 2011: $54,0272011Assets 2012: $942,752Liabilities 2012: $54,706Net Assets 2012: $888,0462012Assets 2013: $1,603,357Liabilities 2013: $104,152Net Assets 2013: $1,499,2052013Assets 2014: $1,687,547Liabilities 2014: $120,430Net Assets 2014: $1,567,1172014Assets 2015: $3,253,678Liabilities 2015: $68,795Net Assets 2015: $3,184,8832015Assets 2016: $3,670,735Liabilities 2016: $838,170Net Assets 2016: $2,832,5652016Assets 2017: $3,098,463Liabilities 2017: $586,280Net Assets 2017: $2,512,1832017Assets 2018: $4,158,818Liabilities 2018: $1,573,719Net Assets 2018: $2,585,0992018Assets 2019: $3,996,407Liabilities 2019: $513,680Net Assets 2019: $3,482,7272019Assets 2020: $4,732,605Liabilities 2020: $189,415Net Assets 2020: $4,543,1902020Assets 2021: $4,546,373Liabilities 2021: $424,120Net Assets 2021: $4,122,2532021Assets 2022: $5,407,098Liabilities 2022: $2,587,156Net Assets 2022: $2,819,9422022Assets 2023: $10,276,243Liabilities 2023: $4,972,838Net Assets 2023: $5,303,4052023Assets 2024: $7,550,971Liabilities 2024: $2,491,776Net Assets 2024: $5,059,1952024

Highlighted filing

2012

Assets$942,752
Liabilities$54,706
Net Assets$888,046

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $655,5312010Revenue 2011: $1,373,905Expenses 2011: $509,225Net Income 2011: $864,6802011Expenses 2012: $1,007,6862012Revenue 2013: $1,395,406Expenses 2013: $846,375Net Income 2013: $549,0312013Revenue 2014: $1,365,876Expenses 2014: $1,389,042Net Income 2014: -$23,1662014Revenue 2015: $2,908,703Expenses 2015: $1,399,722Net Income 2015: $1,508,9812015Revenue 2016: $3,020,461Expenses 2016: $3,032,227Net Income 2016: -$11,7662016Revenue 2017: $2,738,388Expenses 2017: $2,950,607Net Income 2017: -$212,2192017Revenue 2018: $2,554,559Expenses 2018: $2,528,761Net Income 2018: $25,7982018Revenue 2019: $2,299,178Expenses 2019: $2,495,565Net Income 2019: -$196,3872019Revenue 2020: $3,096,429Expenses 2020: $2,015,033Net Income 2020: $1,081,3962020Revenue 2021: $3,067,534Expenses 2021: $3,391,547Net Income 2021: -$324,0132021Revenue 2022: $2,875,269Expenses 2022: $3,141,634Net Income 2022: -$266,3652022Revenue 2023: $2,752,297Expenses 2023: $2,419,836Net Income 2023: $332,4612023Revenue 2024: $2,424,619Expenses 2024: $2,461,092Net Income 2024: -$36,4732024

Highlighted filing

2012

Revenue-
Expenses$1,007,686
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 14, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren MerageDirector-$0--
Michelle JanavsDirector-$0--
Richard MerageDirector-$0--
Elisabeth MerageSecr/Treas/Director-$0--
Paul MeragePres/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General supportpublicNewport Beach, CA, US$100,000
Paid Grant-Building fundpublicIrvine, CA, US$62,500
Filing and Contact Details

Filer

EIN
68-0529693
Raw XML AppendixShowing 400 of 441 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/GeneralExplanation/Explanation0Part II, Balance Sheet, Line 13:Other Investments: Book Value FMVInvestment in Dover Capital Management III, LLC $884,226 $884,226.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Name0Yishay Aisik
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Name1Marshall Kaplan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Title0Exec. Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Title1Exec. Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine10660 Newport Center Drive Ste 1300
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Lauren Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Michelle Janavs
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Richard Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Elisabeth Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Paul Merage
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10Merage American Dream Fellows Program: A two-year program for exceptional immigrant students in their senior year to help provide resources and strategic access to mentors and leaders in their chosen fields. Fellows are chosen based on their academic record, leadership, consistent ethical behavior, clarity of the American Dream, and their potential to make an important contribution to America.The Foundation has approximately 70 Fellows pursuing important career trajectories in medicine, law, public policy, psychology, business, drama and other fields.
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IRS990PF/SupplementaryInformation/ContributingManager1Paul Merage
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IRS990ScheduleB/ContributorInfo/AggregateContributions0770000
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Newport Beach
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode092660
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Andre Katherine Merage Foundation
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount05924
LegalFeesSchedule/LegalFees/Category0Legal Fees
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03713
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome02019
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome183
OtherExpensesSchedule/OtherExpenses/Description0Website
OtherExpensesSchedule/OtherExpenses/Description1Telephone
OtherExpensesSchedule/OtherExpenses/Description2Technology & Communications
OtherExpensesSchedule/OtherExpenses/Description3Postage
OtherExpensesSchedule/OtherExpenses/Description4Office Supplies
OtherExpensesSchedule/OtherExpenses/Description5New Programs
OtherExpensesSchedule/OtherExpenses/Description6National Awards/Fellows
OtherExpensesSchedule/OtherExpenses/Description7Miscellaneous
OtherExpensesSchedule/OtherExpenses/Description8Licenses & Permits
OtherExpensesSchedule/OtherExpenses/Description9Israeli Coordination & Programs
OtherExpensesSchedule/OtherExpenses/Description10Investment Expenses - Dover III
OtherExpensesSchedule/OtherExpenses/Description11Dues and Subscriptions
OtherExpensesSchedule/OtherExpenses/Description12Bank Fees
OtherExpensesSchedule/OtherExpenses/Description13Advertising
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01458
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11107
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2479
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps3316
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps47041
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps52031
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps675219
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps71619
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps8157
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps9189414
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1057
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1152
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps12376
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02019
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome183
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02326
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11766
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2764
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3504
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks411234
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks53240
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks6120000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks72584
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks8250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks9302179
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks102019
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1192
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12167
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13600
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0284
OtherIncomeSchedule2/OtherIncome/Description0Inc FMV of Dover III
OtherIncomeSchedule2/OtherIncome/Description1Dover III Underlying K-1
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0284
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks042312
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1284

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.55$2.49$5.06$2.42$2.46$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.3$4.97$5.30$2.75$2.42$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.41$2.59$2.82$2.88$3.14$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.42$4.12$3.07$3.39$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.19$4.54$3.10$2.02$1.08
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.51$3.48$2.30$2.50$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.16$1.57$2.59$2.55$2.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.59$2.51$2.74$2.95$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.84$2.83$3.02$3.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.07$3.18$2.91$1.40$1.51
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.12$1.57$1.37$1.39$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.10$1.50$1.40$0.85$0.55
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$1.01
2011Summary only. Only limited summary data is available for this year.$1.10$0.05$1.37$0.51$0.86
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.02$0.14$0.66