Civic Intelligence

Brian'S Scholars Foundation C/O Moss Adams

990 • Fiscal year 2017 • EIN 26-1446177

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 05, 2018

Organization ProfileN/A
4747 Executive Drive No 1300San Diego, CA 92121

(858) 627-1400

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$81,272

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 332.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$774,435

Up $59,237 (+8.3%) from 2016

Net Assets

Up

$774,435

Up $59,237 (+8.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Down

$24,451

Down $43,182 (-64%) from 2016

Expenses

Down

$36,632

Down $105,211 (-74%) from 2016

Net Income

Up

-$12,181

Up $62,029 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2017

Assets$774,435
Liabilities$0
Net Assets$774,435
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$24,451
Expenses$36,632
Net Income-$12,181
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 5, 2018
Return Version
2016v3.0
Gross Receipts
$63,568
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$715,079$774,419▲ $59,340
Cash and Non-Interest-Bearing Accounts$119$16▼ $103
Total Assets$715,198$774,435▲ $59,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$715,198$774,435▲ $59,237
Total Net Assets Fund Balance$715,198$774,435▲ $59,237
Total Liabilities and Net Assets / Fund Balance$715,198$774,435▲ $59,237
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
Mr Michael TrunzoTreasurer, Director$81,272$81,272

Board Members and Trustees

NameTitle
Mr Kim BlickenstaffPresident, Director
Mr David CamaraVice President
Mr Brian RicklingdIRECTOR
Mr Jon Kirby SVDDirector
ms Veronica MeyersdIRECTOR
Revenue and Support

Revenue Composition

Contributions and Grants
$350
Program Service Revenue
$0
Investment Income
$24,101
Other Revenue
$0
All Other Contributions
$350
Change in Net Assets
$-12,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,000
Other Expenses$5,632
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,000--$31,000
Fees for Services Accounting-$5,451-$5,451
Fees for Services Legal-$165-$165
Fees for Service Investment Mgmnt Fees-$16-$16
Total Functional Expenses$31,000$5,632$0$36,632
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blessed Sacrament Parish SchoolSan Diego, CA170(b)(1)(a)(i)Student Scholarships$31,000
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
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 No 1300, San Diego, CA 92121

Signing Officer

Name
Michael TRUNZO
Title
Treasurer
Phone
8586271400
Signed
2018-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Blickenstaff
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams LLP
Address
4747 Executive Drive Suite 1300, San Diego, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Raw XML AppendixShowing 400 of 432 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Brian's Scholars Foundation's Bylaws and Articles of Incorporation support a class of supported organizations. For a specific listing of organizations supported see Schedule A, Part I, Line 11G. The class of publicly supported organizations consists of qualified educational institutions operated in affiliation with the catholic diocese of San Diego. The Brian's Scholars Foundation (Foundation) has historic and continuing relationships with the supporting organizations. The foundation was originally organized for the exclusive benefit of the Blessed Sacrament Parish School (the supported organization). The supported organization was specified by name in the foundation's Articles of Incorporation. The foundation met the Type I Supporting organization requirement; being operated, supervised or controlled by one or more publicly supported organizations, as described in IRC Section 509(A)(3)(B)(I). The parent/subsidiary relationship requisite existed where one or more supported organizations (by their governing bodies, members of the governing bodies, officers activing in their official capacity or their membership) elect or appoint a majority of the organization's officers, directors or trustees. Treasury Regulation Section 1.509(A)-4(G). As the Foundation found it was difficult to support one catholic school or moderate size, the board of directors amended the foundation's articles and bylaws in tax year 2014 to expand the specific purpose to include the class of publicly supported organizations consisting of qualified educational institutions operated in affiliation with the catholic diocese of san diego (The supported organizations). The bylaws state that a majority of the members of the Board of Directors (The "Charitable Directors") cannot be disqualified persons with respect to the foundation, and such charitable directors are to be appointed by the governing bodies of one or more of the supported organizations, as determined by the Board of Directors or officers of one or more of the supported organizations, to whom the power to appoint the charitable directors has been delegated by such governing bodies. Thus the foundation is organized for the collective benefit of the class of supported organizations. Such articles specify the class of affiliated educational institutions operated in affiliation with the catholic diocese of san diego as permitted under treas. reg. section 1.509(A)-4(D)(2)(I). The foundation continues to operate exclusively for the benefit of the supported organizations in accordance with the articles.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BLESSED SACRAMENT PARISH
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
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(I)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BLESSED SACRAMENT PARISH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0273973194
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04551 56TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS APPROVE GRANTS TO EACH EDUCATIONAL INSTITUTION RELATED TO THE CATHOLIC DIOCESE OF SAN DIEGO, FOR WHICH IT IS A SUPPORT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2school
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Social Services Organization
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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
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05632
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031000
IRS990/TotalFunctionalExpensesGrp/TotalAmt036632
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0774435
IRS990/TotalOtherCompensationAmt0982
IRS990/TotalProgramServiceExpensesAmt031000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024101
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0715198
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0774435
IRS990/TotReportableCompRltdOrgAmt080290
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0715198
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0774435
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04747 Executive Drive No 1300
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092121
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael TRUNZO

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$774,435
Liabilities
$0
Net assets
$774,435
Revenue
$24,451
Expenses
$36,632
Net income
-$12,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.44$7.94$5.49
2018Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.36$0.07$0.30
2017Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.24$0.37$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.68$1.42$0.74
2015Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$1.17$1.30$0.13
2014Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$2.06$7.56$5.49