Civic Intelligence

Stephen Breen Memorial Foundation Inc.

990 • Fiscal year 2014 • EIN 35-2238435

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

1940 Warner RoadFort Worth, TX 76110

(817) 846-6887

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$674,607

Up $77,903 (+13%) from 2013

Net Assets

Up

$674,086

Up $77,903 (+13%) from 2013

Liabilities

Flat

$521

Flat from 2013

Revenue

Up

$209,578

Up $32,554 (+18%) from 2013

Expenses

Up

$125,175

Up $6,368 (+5.4%) from 2013

Net Income

Up

$84,403

Up $26,186 (+45%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $372,190Liabilities 2010: $0Net Assets 2010: $372,1902010Assets 2011: $471,329Liabilities 2011: $5,512Net Assets 2011: $465,8172011Assets 2012: $538,487Liabilities 2012: $521Net Assets 2012: $537,9662012Assets 2013: $596,704Liabilities 2013: $521Net Assets 2013: $596,1832013Assets 2014: $674,607Liabilities 2014: $521Net Assets 2014: $674,0862014Assets 2015: $682,699Liabilities 2015: $921Net Assets 2015: $681,7782015Assets 2016: $942,471Liabilities 2016: $521Net Assets 2016: $941,9502016Assets 2017: $1,061,884Liabilities 2017: $521Net Assets 2017: $1,061,3632017Assets 2018: $1,017,290Liabilities 2018: $0Net Assets 2018: $1,017,2902018Assets 2019: $1,092,083Liabilities 2019: $0Net Assets 2019: $1,092,0832019Assets 2020: $1,115,798Liabilities 2020: $0Net Assets 2020: $1,115,7982020Assets 2021: $1,134,503Liabilities 2021: $0Net Assets 2021: $1,134,5032021Assets 2022: $1,208,855Liabilities 2022: $0Net Assets 2022: $1,208,8552022Assets 2023: $1,262,945Liabilities 2023: $0Net Assets 2023: $1,262,9452023Assets 2024: $1,358,260Liabilities 2024: $0Net Assets 2024: $1,358,2602024Assets 2025: $1,425,190Liabilities 2025: $0Net Assets 2025: $1,425,1902025

Highlighted filing

2014

Assets$674,607
Liabilities$521
Net Assets$674,086

Operations Trend

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

$400K$300K$200K$100K$0Expenses 2010: $110,0232010Expenses 2011: $115,8042011Expenses 2012: $119,5572012Revenue 2013: $177,024Expenses 2013: $118,807Net Income 2013: $58,2172013Revenue 2014: $209,578Expenses 2014: $125,175Net Income 2014: $84,4032014Revenue 2015: $156,635Expenses 2015: $117,216Net Income 2015: $39,4192015Revenue 2016: $376,406Expenses 2016: $139,369Net Income 2016: $237,0372016Revenue 2017: $283,419Expenses 2017: $159,062Net Income 2017: $124,3572017Revenue 2018: $173,101Expenses 2018: $159,056Net Income 2018: $14,0452018Revenue 2019: $221,406Expenses 2019: $154,266Net Income 2019: $67,1402019Revenue 2020: $277,494Expenses 2020: $251,574Net Income 2020: $25,9202020Revenue 2021: $208,430Expenses 2021: $195,554Net Income 2021: $12,8762021Revenue 2022: $246,252Expenses 2022: $170,911Net Income 2022: $75,3412022Revenue 2023: $295,491Expenses 2023: $244,914Net Income 2023: $50,5772023Revenue 2024: $347,921Expenses 2024: $252,280Net Income 2024: $95,6412024Revenue 2025: $398,645Expenses 2025: $330,589Net Income 2025: $68,0562025

Highlighted filing

2014

Revenue$209,578
Expenses$125,175
Net Income$84,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$250,318
Mission and Program Overview

Mission

The foundation provides financial aid to children who seek the strength and values of a catholic education and to those children and their families who are afflicted by cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$596,183$674,086▲ $77,903
Savings and Temporary Cash Investments$557,929$640,832▲ $82,903
Pledges and Grants Receivable$36,775$31,775▼ $5,000
Cash and Non-Interest-Bearing Accounts$2,000$2,000→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$596,704$674,607▲ $77,903
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$521$521→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$521$521→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$596,183$674,086▲ $77,903
Total Liabilities and Net Assets / Fund Balance$596,704$674,607▲ $77,903
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim BreenPresident
Andrew ChavezDirector
Ann PennebakerDirector
Connie BrownDirector
Frank PoeschelDirector
Jack RaskopfDirector
Lisa FischerDirector
Mike FlynnDirector
Sharon SmithDirector
Kathy BreenSecretary
Jim LeitoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,266
Program Service Revenue
$0
Investment Income
$2,312
Other Revenue
$0
All Other Contributions
$128,033
Change in Net Assets
$84,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,100
Other Expenses$3,075
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,100--$122,100
Fees for Services Accounting$0$1,900$0$1,900
Other Expenses$0$1,175$0$1,175
Total Functional Expenses$122,100$3,075$0$125,175
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bishop's Scholars FundFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$37,600
Nolan Catholic High SchoolFort Worth, TX501(c)(3)Catholic School Tuition assistance for 2 families.$16,500
Holy Family Catholic SchoolFort Worth, TX501(c)(3)Catholic School Tuition assistance.$9,500
Immaculate ConceptionDenton, TX501(c)(3)Catholic School Tuition assistance.$6,500
Notre Dame Catholic SchoolWichita Falls, TX501(c)(3)Catholic School Tuition assistance.$6,500
Saint Andrew Catholic SchoolFort Worth, TX501(c)(3)Catholic School Tuition assistance.$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,740
Fundraising Gross Income$40,740
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wings Dinner$73,073$24,903$24,903$0
Golf Tournament$46,900$6,936$6,936$0
Total Events$119,973$31,839$31,839-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

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

Governance Explanations

Part VI, Section A, Line 2

Jim Breen and Kathy Breen are board members and are married to each other.

Part VI, Section B, Line 11A

Prior to filing, the return will be provided to the board of directors for their review and comment.

Part VI, Section C, Line 19

The organizations governing documents are available upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Stephen Breen Memorial Foundation Inc
EIN
35-2238435
In Care Of
% KATHY BREEN
Phone
8178466887
Address
1940 Warner Road, Fort Worth, TX 76110

Signing Officer

Name
Jim Breen
Title
President
Phone
8178466887
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Breen
Formed
2005
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Bdo USA Llp
Address
6050 Southwest Blvd Suite 300, Fort Worth, TX 76109
Preparer
Jamie Eversole
Phone
8177382400
Raw XML AppendixShowing 400 of 503 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0521
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0521
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The foundation provides financial aid to children who seek the strength and values of a catholic education and to those children and their families who are afflicted by cancer.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0128033
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KATHY BREEN
IRS990/BooksInCareOfDetail/PhoneNum08179263865
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01940 WARNER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02000
IRS990/CashNonInterestBearingGrp/EOYAmt02000
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt079233
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0207266
IRS990/CYGrantsAndSimilarPaidAmt0122100
IRS990/CYInvestmentIncomeAmt02312
IRS990/CYOtherExpensesAmt03075
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt084403
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0125175
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0209578
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The foundation provides financial aid to local children who seek the strength and values of a Catholic education. During 2014, educational grants were provided to over 198 students.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0110600
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01900
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01900
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Breen
IRS990/Form990PartVIISectionAGrp/PersonNm1Jim Leito
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathy Breen
IRS990/Form990PartVIISectionAGrp/PersonNm3Frank Poeschel
IRS990/Form990PartVIISectionAGrp/PersonNm4Sharon Smith
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Flynn
IRS990/Form990PartVIISectionAGrp/PersonNm6Ann Pennebaker
IRS990/Form990PartVIISectionAGrp/PersonNm7Jack Raskopf
IRS990/Form990PartVIISectionAGrp/PersonNm8Lisa Fischer
IRS990/Form990PartVIISectionAGrp/PersonNm9Connie Brown
IRS990/Form990PartVIISectionAGrp/PersonNm10Andrew Chavez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt079233
IRS990/FundraisingDirectExpensesAmt040740
IRS990/FundraisingGrossIncomeAmt040740
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0122100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0122100
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0250318
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02312
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02312
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE STEPHEN BREEN MEMORIAL FOUNDATION, INC. IS A SECTION 501(C)(3) ORGANIZATION ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES. MORE SPECIFICALLY, THE FOUNDATION PROVIDES FINANCIAL AID TO LOCAL CHILDREN WHO SEEK THE STRENGTH AND VALUES OF A CATHOLIC EDUCATION AND TO THOSE COURAGEOUS CHILDREN AND THEIR FAMILIES WHOSE LIVES ARE AFFLICTED BY CANCER. EDUCATIONAL GRANTS TO HELP CHILDREN WHO CANNOT AFFORD TO PAY THEIR CATHOLIC SCHOOL TUITION ARE MADE BY SENDING CHECKS TO THE SCHOOLS ON BEHALF OF THE UNDERPRIVILEGED CHILDREN FOR CREDIT TO THEIR TUITION ACCOUNTS. DONATIONS TO HELP CHILDREN WHO HAVE CANCER ARE MADE BY PROVIDING CHECKS AND/OR CASH DIRECTLY TO THE CHILDREN AND/OR THEIR FAMILY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0596183
IRS990/NetAssetsOrFundBalancesEOYAmt0674086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1500
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01175
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt01175
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt036775
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt031775
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jim Breen
IRS990/PriorPeriodAdjustmentsAmt0-5000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The foundation provides financial aid to those courageous children and their families whose lives are afflicted by cancer. During 2014, cancer aid was provided to 12 people.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0176980
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0116994
IRS990/PYInvestmentIncomeAmt044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01813
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt058217
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0118807
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0177024
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt084403
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0596183
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0674086
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0557929
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0640832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0207266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0187046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0187271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0195711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0954274
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0382
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02944
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0141110
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55861
IRS990ScheduleA/PublicSupportPY170Pct00.53993
IRS990ScheduleA/PublicSupportTotal170Amt0534715
IRS990ScheduleA/SubstantialContributorsTotAmt0419559
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0207266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0187046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0187271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0195711
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0954274
IRS990ScheduleA/TotalSupportAmt0957218
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt088134
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039964
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt048170
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031839
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Wings Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt073073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06936
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031839
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06936
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016500
IRS990ScheduleI/RecipientTable/CashGrantAmt137600
IRS990ScheduleI/RecipientTable/CashGrantAmt26500
IRS990ScheduleI/RecipientTable/CashGrantAmt36500
IRS990ScheduleI/RecipientTable/CashGrantAmt49500
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Catholic School Tuition assistance for 2 families.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Catholic school tuition assistance for families.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Catholic School Tuition assistance.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Catholic School Tuition assistance.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Catholic School Tuition assistance.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Catholic School Tuition assistance.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Nolan Catholic High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Bishop's Scholars Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Immaculate Conception
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Notre Dame Catholic School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Holy Family Catholic School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Saint Andrew Catholic School
IRS990ScheduleI/RecipientTable/RecipientEIN0756005367
IRS990ScheduleI/RecipientTable/RecipientEIN1752578943
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04501 Bridge Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1800 West Loop 820 South
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22301 Bonnie Brae
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32821 Lansing Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt46146 Pershing Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt53304 Dryden Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fort Worth
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Fort Worth

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.40$0.33$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.35$0.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.30$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.25$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.28$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.22$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.17$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.28$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.38$0.14$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.16$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.21$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.18$0.12$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.01$0.47$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.11