Civic Intelligence

Blais Foundation

990 • Fiscal year 2016 • EIN 95-4729463

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

26th percentile

-3.1%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,710,165

Down $280,021 (-3.1%) from 2015

Net Assets

Down

$8,710,165

Down $280,021 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$434,258

Down $67,323 (-13%) from 2015

Expenses

Up

$345,000

Up $15,000 (+4.5%) from 2015

Net Income

Down

$89,258

Down $82,323 (-48%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$8,710,165
Liabilities$0
Net Assets$8,710,165

Operations Trend

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

2016

Revenue$434,258
Expenses$345,000
Net Income$89,258
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$530,890
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$8,990,186$8,710,165▼ $280,021
Total Assets$8,990,186$8,710,165▼ $280,021
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,990,186$8,710,165▼ $280,021
Total Net Assets Fund Balance$8,990,186$8,710,165▼ $280,021
Total Liabilities and Net Assets / Fund Balance$8,990,186$8,710,165▼ $280,021
Compensation and Service Providers

Employees

NameTitleOtherTotal
Rob'n T LewisTreasurer$128,873$128,873

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$434,258
Other Revenue
$0
Change in Net Assets
$89,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$345,000
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$345,000--$345,000
Total Functional Expenses$345,000$0$0$345,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Claremont Graduate UniversityClaremont, CA501(c)3Teaching and research awards$345,000
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 a former Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is a former President at CGU - Rob'n T. Lewis is Associate Treasurer and Director of Accounting at CGU - John Maguire is a former President and former 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.

Form 990, Part VI, Section B, Line 14:

The foundation's policy was created and released in fiscal year 2016/2017.

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
Jim Irwin
Title
Treasurer
Phone
9096218043
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schult
Formed
1999
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt4144898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019583
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt228602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt329430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt429430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt321948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt469464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1820
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2378
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt4196018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Leslie Negritto
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Robert D Calvo thru 82015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Robert Schult
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Jacob Adams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Deborah Freund thru 62015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Chair
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Former Chair
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0224050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1209036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2166185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3317068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4600818
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organization relied on a related organization that used one or more of the methods described on Part I line 3 to establish the top management official's compensation.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The former President (Debbie Freund) participated in a 457(f) plan for calendar year 2015. A contribution of $50,000 was made during the calendar year in accordance with the employment contract terms. Vesting and distribution occurs at the earliest of one of the following events: June 30, 2015; the date on which she separates from service involuntarily without cause, the date on which she becomes disabled, or her death. Benefits are forfeited if the President separates from service prior to June 30, 2015 for any reason other than the ones listed above. Contributions are credited to the account June 30 each year in amounts outlined in the plan document. The plan balance of $194,898 vested on June 30, 2015. There were no participants in the 457(f) plan for fiscal year June 30, 2016.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- Robert D. Calvo is a former Vice President for Finance and Administration and Treasurer at CGU - Deborah Freund is a former President at CGU - Rob'n T. Lewis is Associate Treasurer and Director of Accounting at CGU - John Maguire is a former President and former 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/ExplanationTxt4The foundation's policy was created and released in fiscal year 2016/2017.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 14:
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

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