Civic Intelligence

Blais Foundation

990 • Fiscal year 2017 • EIN 95-4729463

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

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

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$348,154

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 87.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-8.3%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,373,045

Up $662,880 (+7.6%) from 2016

Net Assets

Up

$9,373,045

Up $662,880 (+7.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin72nd percentile

Revenue

Down

$398,226

Down $36,032 (-8.3%) from 2016

Expenses

Flat

$345,000

Flat from 2016

Net Income

Down

$53,226

Down $36,032 (-40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$9,373,045
Liabilities$0
Net Assets$9,373,045
Open 2017 Filing

Operations Trend

Revenue Growth20th 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

2017

Revenue$398,226
Expenses$345,000
Net Income$53,226
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$543,195
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$8,710,165$9,373,045▲ $662,880
Total Assets$8,710,165$9,373,045▲ $662,880
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,710,165$9,373,045▲ $662,880
Total Net Assets Fund Balance$8,710,165$9,373,045▲ $662,880
Total Liabilities and Net Assets / Fund Balance$8,710,165$9,373,045▲ $662,880
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
James IrwinTreasurer$141,337$141,337
Rob'n T LewisTreasurer (thru 2/1/17)$129,342$129,342
John MaguireDirector$42,609$42,609

Board Members and Trustees

NameTitle
Jacob AdamsChair (started 1/1/17)
Robert SchultChair (thru 12/31/16)
Leslie NegrittoDirector
Robert LovelaceDirector
Patricia EastonOfficer
Joseph HoughSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$398,226
Other Revenue
$0
Change in Net Assets
$53,226
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 7A

“Three directors of the Blais Foundation are selected by the Trustees or Directors of Claremont Graduate University. There are also two family directors, initially named as Jon Lovelace and James Lovelace. In the event that either of the initial directors becomes unable or unwilling to serve, Jon Lovelace or any succeeding family director shall have the ability to appoint a successor.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is reviewed by the Treasurer of the organization and 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 B, line 15

“The Foundation does not have a compensation policy because it does not pay any compensation.”

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
Jim Irwin
Title
Treasurer
Phone
9096218043
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schult
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
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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/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt224599
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt321959
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt1578
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt249690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt319058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jacob Adams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Robert Schult
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Leslie Negritto
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Patricia Easton
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chair (started 1/1/17)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Chair (thru 12/31/16)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0348154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1305008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2280538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3270325
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organization relied on a related organization that used the following methods to establish the top management official's compensation: compensation committee and compensation survey or study
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Three directors of the Blais Foundation are selected by the Trustees or Directors of Claremont Graduate University. There are also two family directors, initially named as Jon Lovelace and James Lovelace. In the event that either of the initial directors becomes unable or unwilling to serve, Jon Lovelace or any succeeding family director shall have the ability to appoint a successor.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed by the Treasurer of the organization and the 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 does not have a compensation policy because it does not pay any compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation's governing documents and conflict of interest policy are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/PaidEmployeesSharingInd01
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/TotalAssetsBOYAmt08710165
IRS990/TotalAssetsEOYAmt09373045
IRS990/TotalAssetsGrp/BOYAmt08710165
IRS990/TotalAssetsGrp/EOYAmt09373045
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0345000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,373,045
Liabilities
$0
Net assets
$9,373,045
Revenue
$398,226
Expenses
$345,000
Net income
$53,226
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