Civic Intelligence

Blais Foundation

990 • Fiscal year 2014 • EIN 95-4729463

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileN/A
150 E Tenth Street91711

(909) 621-8043

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

95th percentile

$584,603

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 120.1% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

62%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$9,131,134

Up $1,253,927 (+16%) from 2013

Net Assets

Up

$9,131,134

Up $1,253,927 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin85th percentile

Revenue

Up

$486,666

Up $185,699 (+62%) from 2013

Expenses

Down

$330,000

Down $195,000 (-37%) from 2013

Net Income

Up

$156,666

Up $380,699 (+170%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2014

Assets$9,131,134
Liabilities$0
Net Assets$9,131,134
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

2014

Revenue$486,666
Expenses$330,000
Net Income$156,666
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$547,411
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,877,207$9,131,134▲ $1,253,927
Total Assets$7,877,207$9,131,134▲ $1,253,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,877,207$9,131,134▲ $1,253,927
Total Net Assets Fund Balance$7,877,207$9,131,134▲ $1,253,927
Total Liabilities and Net Assets / Fund Balance$7,877,207$9,131,134▲ $1,253,927
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
John MaguireDirector$36,663$36,663

Board Members and Trustees

NameTitle
Deborah FreundDirector/Chairperson
Robert LovelaceDirector
Steven GarciaDirector (thru 1/2014)
Joseph HoughSecretary
Robert D CalvoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$486,666
Other Revenue
$0
Change in Net Assets
$156,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,000--$330,000
Total Functional Expenses$330,000$0$0$330,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-1664100-501(c)3Teaching and research awards$330,000
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
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“- Robert D. Calvo is Associate Vice President for Finance and Administration and Associate Treasurer at CGU - Steven Garcia is Senior Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is the President at CGU - John Maguire is a former President and current faculty member at CGU - Joseph Hough is a retired University President and former CGU faculty member”

Form 990, Part VI, Section B, line 11

“The final draft of the Form 990 is provided to each officer and director prior to filing.”

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

“The foundation distributes a questionaire annually to all officers and directors. The questionaires are collected by the Treasurer and the results reported to the Board.”

Form 990, Part VI, Section C, line 19

“The foundation's governing documents and conflict of interest policy are not available to the public.”

Filing and Contact Details

Filer

EIN
95-4729463
Phone
9096218043

Signing Officer

Name
Rob'n Lewis
Title
Treasurer
Phone
9096218043
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Freund
Formed
1999
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The University had no unrecognized tax benefits at June 30, 2014 and 2013. The University is no longer subject to income tax examinations by taxing authorities for years before 2010 for its federal filing and for years before 2009 for its state filings.”

Raw XML Appendix398 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/BooksInCareOfDetail/USAddress/State0CA
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt225508
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt116574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2252123
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3395927
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director (thru 1/2014)
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0330000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0330000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0330000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0330000
IRS990/GrossReceiptsAmt0547411
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0217411
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0217411
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07877207
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09131134
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060745
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07877207
IRS990/NetAssetsOrFundBalancesEOYAmt09131134
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0269255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0269255
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01097261
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0330000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The University had no unrecognized tax benefits at June 30, 2014 and 2013. The University is no longer subject to income tax examinations by taxing authorities for years before 2010 for its federal filing and for years before 2009 for its state filings.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleI/RecipientTable/RecipientEIN0951664100
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IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode091711
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The 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/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0526
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt228112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt25108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Steven Garcia
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Deborah Freund
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Robert D Calvo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director (thru 1/2014)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Director/Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0277631
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1584603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2183762
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- Robert D. Calvo is Associate Vice President for Finance and Administration and Associate Treasurer at CGU - Steven Garcia is Senior Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is the President at CGU - John Maguire is a former President and current faculty member at CGU - Joseph Hough is a retired University President and former CGU faculty member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The final draft of the Form 990 is provided to each officer and director prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/SupplementalInformationDetail/ExplanationTxt3The foundation's governing documents and conflict of interest policy are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CLAREMONT GRADUATE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951664100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10150 E TENTH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CLAREMONT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode091711
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07877207
IRS990/TotalAssetsEOYAmt09131134
IRS990/TotalAssetsGrp/BOYAmt07877207
IRS990/TotalAssetsGrp/EOYAmt09131134
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07877207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09131134
IRS990/TotalOtherCompensationAmt0278289
IRS990/TotalProgramServiceExpensesAmt0330000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0486666
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486666
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07877207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09131134
IRS990/TotReportableCompRltdOrgAmt0804370
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07877207
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09131134
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10150 E Tenth Street
IRS990/USAddress/City0Claremont
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode091711
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rob'n Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09096218043
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Blais Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BLAI
ReturnHeader/Filer/EIN0954729463
ReturnHeader/Filer/PhoneNum09096218043
ReturnHeader/Filer/USAddress/AddressLine10150 E Tenth Street
ReturnHeader/Filer/USAddress/City0Claremont
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103121 W March Ln Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0952192367
ReturnHeader/PreparerPersonGrp/PhoneNum02099556100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy S Paglia
ReturnHeader/ReturnTs02015-05-13T19:21:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,131,134
Liabilities
$0
Net assets
$9,131,134
Revenue
$486,666
Expenses
$330,000
Net income
$156,666
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