Civic Intelligence

Blais Foundation

990 • Fiscal year 2010 • EIN 95-4729463

Jul 01, 2009 to Jun 30, 2010 • Filed on May 13, 2011

Organization ProfileN/A
150 E Tenth Street91711
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2010 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets5th percentile

Assets

$6,362,402

No earlier filing loaded for comparison.

Net Assets

$6,362,402

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$450,000

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2010: $6,362,402Liabilities 2010: $0Net Assets 2010: $6,362,4022010Assets 2011: $7,490,641Liabilities 2011: $0Net Assets 2011: $7,490,6412011Assets 2012: $7,267,434Liabilities 2012: $0Net Assets 2012: $7,267,4342012Assets 2013: $7,877,207Liabilities 2013: $0Net Assets 2013: $7,877,2072013Assets 2014: $9,131,134Liabilities 2014: $0Net Assets 2014: $9,131,1342014Assets 2015: $8,990,186Liabilities 2015: $0Net Assets 2015: $8,990,1862015Assets 2016: $8,710,165Liabilities 2016: $0Net Assets 2016: $8,710,1652016Assets 2017: $9,373,045Liabilities 2017: $0Net Assets 2017: $9,373,0452017Assets 2018: $9,858,903Liabilities 2018: $0Net Assets 2018: $9,858,9032018Assets 2019: $9,983,042Liabilities 2019: $0Net Assets 2019: $9,983,0422019Assets 2020: $9,998,720Liabilities 2020: $0Net Assets 2020: $9,998,7202020

Highlighted filing

2010

Assets$6,362,402
Liabilities$0
Net Assets$6,362,402
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $450,0002010Revenue 2011: $227,034Expenses 2011: $325,000Net Income 2011: -$97,9662011Expenses 2012: $150,0002012Revenue 2013: $300,967Expenses 2013: $525,000Net Income 2013: -$224,0332013Revenue 2014: $486,666Expenses 2014: $330,000Net Income 2014: $156,6662014Revenue 2015: $501,581Expenses 2015: $330,000Net Income 2015: $171,5812015Revenue 2016: $434,258Expenses 2016: $345,000Net Income 2016: $89,2582016Revenue 2017: $398,226Expenses 2017: $345,000Net Income 2017: $53,2262017Revenue 2018: $628,698Expenses 2018: $345,000Net Income 2018: $283,6982018Revenue 2019: $579,535Expenses 2019: $345,000Net Income 2019: $234,5352019Revenue 2020: $490,011Expenses 2020: $345,000Net Income 2020: $145,0112020

Highlighted filing

2010

Revenue-
Expenses$450,000
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 13, 2011
Return Version
2009v1.7
Gross Receipts
$660,184
Mission and Program Overview

Mission

The Foundation was created to support Claremont Graduate University's intercollegiate programs.

Filing and Contact Details

Filer

EIN
95-4729463
Raw XML Appendix388 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0In accordance with provisions of GAAP, the University had no unrecognized tax benefits at June 30, 2010 and 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: The Claremont Graduate University, to whom the grants are awarded, reports twice annually to the Directors of the Blais Foundation the amount of awards received and the manner in which the funds were used.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Procedure for Monitoring Grants in the U.S.:
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IRS990ScheduleO/GeneralExplanation/Explanation0- Robert Lovelace and Jon Lovelace have a family and a business relationship - Yi Feng is Vice President and Provost at CGU - Dean Calvo is Assistant Vice President and Assistant Treasurer at CGU - Steven Garcia is Vice President and Treasurer at CGU - Joseph Hough is the Interim President at CGU - John Maguire is a faculty member at CGU
IRS990ScheduleO/GeneralExplanation/Explanation1During its November 9, 2010 Board meeting, the Blais Foundation acted to revise its bylaws as proposed by Dr. Steven N. Garcia. The revisions were made to clarify and simplify Foundation Officer and Director descriptions, and were made with assistance of legal counsel, and also included review and input from Mr. Rob Lovelace. In addition, the revisions also addressed the number of Directors permissable, instituted an emeritus Director status, and clarified non-voting status for Foundation Officers. It was also noted that the bylaws included recent IRS compliance updates which were provided to Blais Foundation's legal counsel. A motion was made to accept the bylaw revisions and the Directors voted approval.
IRS990ScheduleO/GeneralExplanation/Explanation2The final draft of the Form 990 is provided to each officer and director prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation3The foundation distributes a questionaire annually to all officers and directors. The questionaires are collected by the Treasurer and the results reported to the Board.
IRS990ScheduleO/GeneralExplanation/Explanation4The foundation's governing documents and conflict of interest policy are not available to the public.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section A, line 4
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Section C, line 19
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ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-13
ReturnHeader/Officer/Name0Dean Calvo
ReturnHeader/Officer/Phone09096218043
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Moss Adams LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103121 West March Lane Suite 100
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0952192303
ReturnHeader/Preparer/Name0TRACY S PAGLIA
ReturnHeader/Preparer/Phone02099556100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-05-16T17:34:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,362,402
Liabilities
$0
Net assets
$6,362,402
Revenue
-
Expenses
$450,000
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$0.49$0.35$0.15
2019Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.58$0.35$0.23
2018Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.63$0.35$0.28
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.40$0.35$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.43$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.50$0.33$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.49$0.33$0.16
2013Summary only. Only limited summary data is available for this year.$7.88$0.00$7.88$0.30$0.53$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.00$7.27$0.15
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$7.49$0.23$0.33$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.00$6.36$0.45