Civic Intelligence

Blais Foundation

990 • Fiscal year 2015 • EIN 95-4729463

Jul 01, 2014 to Jun 30, 2015 • Filed on May 06, 2016

Organization ProfileN/A
150 E Tenth StreetClaremont, CA 91711

(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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$613,881

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 122.4% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

3.1%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$8,990,186

Down $140,948 (-1.5%) from 2014

Net Assets

Down

$8,990,186

Down $140,948 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin86th percentile

Revenue

Up

$501,581

Up $14,915 (+3.1%) from 2014

Expenses

Flat

$330,000

Flat from 2014

Net Income

Up

$171,581

Up $14,915 (+9.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2015

Assets$8,990,186
Liabilities$0
Net Assets$8,990,186
Open 2015 Filing

Operations Trend

Revenue Growth49th 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

2015

Revenue$501,581
Expenses$330,000
Net Income$171,581
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 6, 2016
Return Version
2014v6.0
Gross Receipts
$541,458
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$9,131,134$8,990,186▼ $140,948
Total Assets$9,131,134$8,990,186▼ $140,948
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$9,131,134$8,990,186▼ $140,948
Total Net Assets Fund Balance$9,131,134$8,990,186▼ $140,948
Total Liabilities and Net Assets / Fund Balance$9,131,134$8,990,186▼ $140,948
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
John MaguireDirector$53,166$53,166

Board Members and Trustees

NameTitle
Deborah Freund thru 06302015Director/ Chairperson
Robert D CalvoDirector
Robert LovelaceDirector
Joseph HoughSecretary
Rob'n T LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$501,581
Other Revenue
$0
Change in Net Assets
$171,581
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
Claremont Graduate UniversityClaremont, CA501(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 Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is the President at CGU - Rob'n T. Lewis is Associate Treasurer and Director of Accounting 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 questionnaire annually to all officers and directors. The questionnaires 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

Filer Name
Blais Foundation
EIN
95-4729463
Phone
9096218043
Address
150 E Tenth Street, Claremont, CA 91711

Signing Officer

Name
Rob'n T Lewis
Title
Treasurer
Phone
9096218043
Signed
2016-05-06
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

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
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, 2015 and 2014. The University is no longer subject to income tax examinations by taxing authorities for years before 2011 for its federal filing and for years before 2010 for its state filings.”

Raw XML AppendixShowing 400 of 415 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt130853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt248659
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Deborah Freund thru 06302015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Robert D Calvo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Rob'n T Lewis
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director/ Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0613881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1283233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2159724
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- Robert D. Calvo is Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is the President at CGU - Rob'n T. Lewis is Associate Treasurer and Director of Accounting 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 questionnaire annually to all officers and directors. The questionnaires 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/BusinessNameLine1Txt0CLAREMONT GRADUATE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951664100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0150 E TENTH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLAREMONT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091711
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/TotalAssetsBOYAmt09131134
IRS990/TotalAssetsEOYAmt08990186
IRS990/TotalAssetsGrp/BOYAmt09131134
IRS990/TotalAssetsGrp/EOYAmt08990186
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/BOYAmt09131134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08990186
IRS990/TotalOtherCompensationAmt0326320
IRS990/TotalProgramServiceExpensesAmt0330000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0501581
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0501581
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09131134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08990186
IRS990/TotReportableCompRltdOrgAmt0783684
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09131134
IRS990/UnrestrictedNetAssetsGrp/EOYAmt08990186
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 E Tenth Street
IRS990/USAddress/CityNm0Claremont
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091711
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rob'n T Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09096218043
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Blais Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BLAI
ReturnHeader/Filer/EIN0954729463
ReturnHeader/Filer/PhoneNum09096218043
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 E Tenth Street
ReturnHeader/Filer/USAddress/CityNm0Claremont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,990,186
Liabilities
$0
Net assets
$8,990,186
Revenue
$501,581
Expenses
$330,000
Net income
$171,581
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