Civic Intelligence

Brian'S Scholars Foundation C/O Moss Adams

EIN 26-1446177 • 501(c)3 • San Diego, CA

Revoked

Profile

To support educational institutions related to the catholic diocese of san diego.

Revocation date: Mar 15, 2011

4747 Executive DriveSan Diego, CA 92121

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-225%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$78,841

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

570%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $768,401 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $768,401 (-100%) from 2018

Revenue

Up

$244,146

Up $207,698 (+570%) from 2018

Expenses

Up

$793,595

Up $786,964 (+11868%) from 2018

Net Income

Down

-$549,449

Down $579,266 (-1943%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2014: $864,516Liabilities 2014: $0Net Assets 2014: $864,5162014Assets 2015: $798,544Liabilities 2015: $0Net Assets 2015: $798,5442015Assets 2016: $715,198Liabilities 2016: $0Net Assets 2016: $715,1982016Assets 2017: $774,435Liabilities 2017: $0Net Assets 2017: $774,4352017Assets 2018: $768,401Liabilities 2018: $0Net Assets 2018: $768,4012018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $206,404Expenses 2014: $755,686Net Income 2014: -$549,2822014Revenue 2015: $117,142Expenses 2015: $130,359Net Income 2015: -$13,2172015Revenue 2016: $67,633Expenses 2016: $141,843Net Income 2016: -$74,2102016Revenue 2017: $24,451Expenses 2017: $36,632Net Income 2017: -$12,1812017Revenue 2018: $36,448Expenses 2018: $6,631Net Income 2018: $29,8172018Revenue 2019: $244,146Expenses 2019: $793,595Net Income 2019: -$549,4492019

Highlighted filing

2019

Revenue$244,146
Expenses$793,595
Net Income-$549,449

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Sep 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.1
Gross Receipts
$785,378
Mission and Program Overview

Mission

To support educational institutions related to the catholic diocese of san diego.

To support the educational institutions under the catholic diocese of san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$761,625$0▼ $761,625
Cash and Non-Interest-Bearing Accounts$6,776$0▼ $6,776
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$768,401$0▼ $768,401
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$768,401$0▼ $768,401
Total Net Assets Fund Balance$768,401$0▼ $768,401
Total Liabilities and Net Assets / Fund Balance$768,401$0▼ $768,401
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mr Michael TrunzoTreasurer, Director$78,841$78,841

Board Members and Trustees

NameTitle
Mr Kim BlickenstaffPresident, Director
Mr David CamaraVice President
Mr Brian RicklingDirector
Mr Jon Kirby Svd 1292019Director
Ms Veronica MeyersDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$244,146
Other Revenue
$0
Change in Net Assets
$-549,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$779,832
Other Expenses$13,763
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$779,832--$779,832
Fees for Services Accounting-$10,096-$10,096
Fees for Services Legal-$2,920-$2,920
Fees for Service Investment Mgmnt Fees-$747-$747
Total Functional Expenses$779,832$13,763$0$793,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Community Foundation-san DiegoSan Diego, CA-To Support Educational Institutions$777,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of directors reviews the form 990 and approves for submission to the irs.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed annually with all board members to identify the potential for conflicts during board meetings. If there is a potential for conflict on any particular voting board matter, individual board member is excluded from that vote. There have been no incidences of conflict during the reporting period.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, confict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
BRIAN'S SCHOLARS FOUNDATION
EIN
26-1446177
Phone
8586271400
Address
4747 EXECUTIVE DRIVE, SAN DIEGO, CA 92121

Signing Officer

Name
Mike Trunzo
Title
Treasurer
Phone
8586271400
Signed
2020-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Blickenstaff
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
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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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DIOCESE OF SAN DIEGO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST DIDACUS SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MARYS MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CATHOLIC SECONDARY EDUCATION - DIOCESE OF SAN DIEGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0777000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0777000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT EDUCATIONAL INSTITUTIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC COMMUNITY FOUNDATION-SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientEIN0474949185
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04747 MORENA BLVD 300
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092117
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS. EACH SUPPORTED EDUCATIONAL INSTITUTE RELATED TO THE CATHOLIC DIOCESE OF SAN DIEGO (SEE SCHEDULE A) HAS A TUITION ASSISTANCE FUND IN THEIR RESPECTIVE NAME HELD BY THE CATHOLIC COMMUNITY FOUNDATION FOR WHICH THIS GRANT WAS MADE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NONE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AND APPROVES FOR SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL BOARD MEMBERS TO IDENTIFY THE POTENTIAL FOR CONFLICTS DURING BOARD MEETINGS. IF THERE IS A POTENTIAL FOR CONFLICT ON ANY PARTICULAR VOTING BOARD MATTER, INDIVIDUAL BOARD MEMBER IS EXCLUDED FROM THAT VOTE. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE REPORTING PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BLESSED SACRAMENT PARISH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DIOCESE OF SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ST DIDACUS SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MARYS MERCY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CATHOLIC SECONDARY EDUCATION - DIOCESE OF SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0273973194
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1030426046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2273935407
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3330632426
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4510464013
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SOCIAL SERVICES ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04551 56TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt116770 PINATA DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt24630 34TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3PO BOX 7563
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt45555 DEL MAR HEIGHTS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SAN BERNARDINO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192128
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd292116
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd392411
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd492130
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0768401
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0768401
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013763
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0779832
IRS990/TotalFunctionalExpensesGrp/TotalAmt0793595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0768401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt0982
IRS990/TotalProgramServiceExpensesAmt0779832

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