Civic Intelligence

Stephen Breen Memorial Foundation Inc.

990 • Fiscal year 2016 • EIN 35-2238435

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 17, 2018

Organization Profilewww.stephenbreenmemorialfoundation.org
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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

87th percentile

38%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$942,471

Up $259,772 (+38%) from 2015

Net Assets

Up

$941,950

Up $260,172 (+38%) from 2015

Liabilities

Down

$521

Down $400 (-43%) from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin95th percentile

Revenue

Up

$376,406

Up $219,771 (+140%) from 2015

Expenses

Up

$139,369

Up $22,153 (+19%) from 2015

Net Income

Up

$237,037

Up $197,618 (+501%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2016

Assets$942,471
Liabilities$521
Net Assets$941,950
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

2016

Revenue$376,406
Expenses$139,369
Net Income$237,037
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 17, 2018
Return Version
2016v3.1
Gross Receipts
$419,424
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$681,778$941,950▲ $260,172
Savings and Temporary Cash Investments$647,677$857,436▲ $209,759
Pledges and Grants Receivable$32,775$58,025▲ $25,250
Cash and Non-Interest-Bearing Accounts$2,247$27,010▲ $24,763
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$0→ $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$682,699$942,471▲ $259,772
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$921$521▼ $400
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$921$521▼ $400
Net Assets / Fund Balance
Total Net Assets Fund Balance$681,778$941,950▲ $260,172
Total Liabilities and Net Assets / Fund Balance$682,699$942,471▲ $259,772
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$371,485
Program Service Revenue
$0
Investment Income
$4,921
Other Revenue
$0
All Other Contributions
$304,985
Change in Net Assets
$237,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$131,911
Other Expenses$7,458
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$131,911--$131,911
Fees for Services Accounting-$3,050-$3,050
Information Technology-$2,283-$2,283
Other Expenses-$100-$100
Total Functional Expenses$131,911$7,458$0$139,369
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nolan Catholic High SchoolFort Worth, TX501(c)(3)Catholic School Tuition assistance for 2 families.$13,500
Saint Andrew Catholic SchoolFort Worth, TX501(c)(3)Catholic School Tuition assistance.$11,440
All SaintsFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
CassataFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
Holy TrinityGrapevine, TX501(c)(3)Catholic school tuition assistance for families.$6,000
Immaculate ConceptionDenton, TX501(c)(3)Catholic School Tuition assistance.$6,000
Notre Dame Catholic SchoolWichita Falls, TX501(c)(3)Catholic School Tuition assistance.$6,000
Our Lady of VictoryFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
Sacred HeartMuenster, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St Elizabeth Ann SetonKeller, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St GeorgeFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St John the Apostle Catholic SchoolNorth Richland Hills, TX501(c)(3)Catholic School Tuition assistance.$6,000
St Maria GorettiArlington, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St Martin de PorresProsper, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St Mary's Catholic Schoolgainesville, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St PeterFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
St RitaFort Worth, TX501(c)(3)Catholic school tuition assistance for families.$6,000
Saint Joseph Catholic Schoolarlington, TX501(c)(3)Catholic school tuition assistance for families.$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,018
Fundraising Gross Income$43,018
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wings Dinner$73,505$35,780$35,780$0
Golf Tournament$35,749$7,237$7,237$0
Total Events$109,517$43,017$43,017-
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
Signed
2018-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Breen
Formed
2005
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Bdo USA Llp
Address
6050 Southwest Blvd Suite 300, Fort Worth, TX 76109
Preparer
Jamie Eversole
Phone
8177382400
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Prior Period Adjustment 23,135”

Raw XML AppendixShowing 400 of 604 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/BOYAmt0921
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/AllOtherContributionsAmt0304985
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/BOYAmt02247
IRS990/CashNonInterestBearingGrp/EOYAmt027010
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0371485
IRS990/CYGrantsAndSimilarPaidAmt0131911
IRS990/CYInvestmentIncomeAmt04921
IRS990/CYOtherExpensesAmt07458
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0237037
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0139369
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0376406
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 2016, 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/ExpenseAmt0110000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03050
IRS990/FeesForServicesAccountingGrp/TotalAmt03050
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/AverageHoursPerWeekRt010.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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/PersonNm7Lisa Fischer
IRS990/Form990PartVIISectionAGrp/PersonNm8Connie Brown
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/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/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/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt066500
IRS990/FundraisingDirectExpensesAmt043018
IRS990/FundraisingGrossIncomeAmt043018
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0131911
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0131911
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0419424
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02283
IRS990/InformationTechnologyGrp/TotalAmt02283
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04921
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04921
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/LandBldgEquipBasisNetGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt0681778
IRS990/NetAssetsOrFundBalancesEOYAmt0941950
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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/OtherChangesInNetAssetsAmt023135
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100
IRS990/OtherExpensesGrp/TotalAmt02025
IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/BOYAmt032775
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt058025
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jim Breen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The foundation provides financial aid to those courageous children and their families whose lives are afflicted by cancer. During 2016, cancer aid was provided to 12 people.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021911
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153563
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0103551
IRS990/PYInvestmentIncomeAmt03072
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013665
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039419
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0117216
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0156635
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0237037
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/BOYAmt0681778
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0941950
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0647677
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0857436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0371485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0153563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0207266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01096340
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010394
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0174221
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51565
IRS990ScheduleA/PublicSupportPY170Pct00.56265
IRS990ScheduleA/PublicSupportTotal170Amt0570690
IRS990ScheduleA/SubstantialContributorsTotAmt0525650
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0371485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0153563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0207266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187046
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01096340
IRS990ScheduleA/TotalSupportAmt01106734
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/CharitableContributionsTotAmt066500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028512
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt037725
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0263
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043017
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Wings Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt073505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0109517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043017
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043017
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt035780
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt013500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt411440
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
IRS990ScheduleI/RecipientTable/CashGrantAmt66000
IRS990ScheduleI/RecipientTable/CashGrantAmt76000
IRS990ScheduleI/RecipientTable/CashGrantAmt86000
IRS990ScheduleI/RecipientTable/CashGrantAmt96000
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt126000
IRS990ScheduleI/RecipientTable/CashGrantAmt136000
IRS990ScheduleI/RecipientTable/CashGrantAmt146000
IRS990ScheduleI/RecipientTable/CashGrantAmt156000
IRS990ScheduleI/RecipientTable/CashGrantAmt166000
IRS990ScheduleI/RecipientTable/CashGrantAmt176000
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/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(c)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$942,471
Liabilities
$521
Net assets
$941,950
Revenue
$376,406
Expenses
$139,369
Net income
$237,037
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