Civic Intelligence

The Samantha and Kyle Busch Bundle of Joy Fund

990 • Fiscal year 2020 • EIN 20-5950643

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profilewww.kylebuschfoundation.org
351 Mazeppa RoadMooresville, NC 28115

(704) 662-0000

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Net Margin

69th percentile

30%

Higher net margin than 69% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-5.9%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$567,411

Flat from 2020

Net Assets

Flat

$565,565

Flat from 2020

Liabilities

Flat

$1,846

Flat from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin69th percentile

Revenue

Flat

$431,414

Flat from 2020

Expenses

Flat

$303,992

Flat from 2020

Net Income

Flat

$127,422

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$800K$600K$400K$200K$0Assets 2011: $158,890Liabilities 2011: $22,821Net Assets 2011: $136,0692011Assets 2012: $167,257Liabilities 2012: $20,593Net Assets 2012: $146,6642012Assets 2013: $104,789Liabilities 2013: $8,957Net Assets 2013: $95,8322013Assets 2014: $120,875Liabilities 2014: $6,503Net Assets 2014: $114,3722014Assets 2015: $122,460Liabilities 2015: $17,179Net Assets 2015: $105,2812015Assets 2016: $129,036Liabilities 2016: $40Net Assets 2016: $128,9962016Assets 2017: $308,307Liabilities 2017: $43Net Assets 2017: $308,2642017Assets 2018: $295,054Liabilities 2018: $89Net Assets 2018: $294,9652018Assets 2019: $438,673Liabilities 2019: $530Net Assets 2019: $438,1432019Assets 2020: $567,411Liabilities 2020: $1,846Net Assets 2020: $565,5652020Assets 2020: $567,411Liabilities 2020: $1,846Net Assets 2020: $565,5652020Assets 2021: $618,715Liabilities 2021: $40,201Net Assets 2021: $578,5142021Assets 2022: $519,907Liabilities 2022: $2,237Net Assets 2022: $517,6702022Assets 2023: $635,537Liabilities 2023: $10,699Net Assets 2023: $624,8382023Assets 2024: $742,873Liabilities 2024: $186,593Net Assets 2024: $556,2802024

Highlighted filing

2020

Assets$567,411
Liabilities$1,846
Net Assets$565,565
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $147,839Expenses 2011: $73,160Net Income 2011: $74,6792011Revenue 2012: $109,457Expenses 2012: $88,990Net Income 2012: $20,4672012Revenue 2013: $105,209Expenses 2013: $146,170Net Income 2013: -$40,9612013Revenue 2014: $137,624Expenses 2014: $109,210Net Income 2014: $28,4142014Revenue 2015: $168,815Expenses 2015: $177,908Net Income 2015: -$9,0932015Revenue 2016: $226,407Expenses 2016: $202,692Net Income 2016: $23,7152016Revenue 2017: $308,977Expenses 2017: $129,709Net Income 2017: $179,2682017Revenue 2018: $299,213Expenses 2018: $312,515Net Income 2018: -$13,3022018Revenue 2019: $458,456Expenses 2019: $315,276Net Income 2019: $143,1802019Revenue 2020: $431,414Expenses 2020: $303,992Net Income 2020: $127,4222020Revenue 2020: $431,414Expenses 2020: $303,992Net Income 2020: $127,4222020Revenue 2021: $324,670Expenses 2021: $311,721Net Income 2021: $12,9492021Revenue 2022: $357,738Expenses 2022: $418,582Net Income 2022: -$60,8442022Revenue 2023: $385,599Expenses 2023: $278,431Net Income 2023: $107,1682023Revenue 2024: $518,005Expenses 2024: $586,563Net Income 2024: -$68,5582024

Highlighted filing

2020

Revenue$431,414
Expenses$303,992
Net Income$127,422
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$459,787
Mission and Program Overview

Mission

To empower children, families and communities to overcome hardship by providing essential tools (financial, material and experiential) to allow them to live their best lives possible, while fostering a stable and inspiring enviornment to live, learn and challenge themselves, as well as ensuring their day-to-day needs are met.

Advocating for infertility education and awareness and removing financial barriers by granting monetary awards to couples who require fertility treatments to have their own bundle of joy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$390,673$561,888▲ $171,215
Accounts Receivable$48,000$5,000▼ $43,000
Prepaid Expenses and Deferred Charges-$523-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$438,673$567,411▲ $128,738
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$530$1,846▲ $1,316
Total Liabilities$530$1,846▲ $1,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$438,143$565,565▲ $127,422
Total Net Assets Fund Balance$438,143$565,565▲ $127,422
Total Liabilities and Net Assets / Fund Balance$438,673$567,411▲ $128,738
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Kyle BuschPresident
Allion LatosDirector
Barb MetzelaarsDirector
Chiemi RajamahendranDirector
Clifton HomesleyDirector
Ed LaukesDirector
Melissa TrivetteDirector
Roohi JeelaniDirector
Samantha BuschExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$391,183
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$40,231
All Other Contributions
$333,389
Change in Net Assets
$127,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$431,414
Total Revenue per Audited Statements
$431,414
Total Revenue per Form 990
$431,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$166,815
Other Expenses$78,967
Salaries, Compensation, and Employee Benefits$58,210
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$165,203--$165,203
Comp Disqual Persons-$58,210-$58,210
Office Expenses-$27,366-$27,366
Fees for Services Accounting-$18,015-$18,015
Fees for Services Legal-$17,815-$17,815
Occupancy-$6,559-$6,559
Other Expenses-$3,155-$3,155
Grants to Domestic Individuals$1,612--$1,612
Travel-$339-$339
Total Functional Expenses$166,815$137,177$0$303,992

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$303,992
Total Expenses per Audited Statements$303,992
Total Expenses per Form 990$303,992
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
REACH Bundle of JoyCharlotte, NC-General Support$164,203
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,529
Fundraising Direct Expenses$28,373
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$126,323$68,529$28,373$40,156
Total Events$126,323$68,529$28,373$40,156
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kyle BuschChairmanOccupancyNo$6,581

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The Executive Committee is comprised of the Chair and Directors. Execpt for the power to amend the Articles of Incorporation and Bylaws, the Executive Committee shall have all the powers and authority of the Board of Directors in the intervals between meetings of the Board of Directors, and is subject to the direction and control of the full board.”

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Kyle Busch and Ed Laukes have a business relationship. Kyle Busch and Samantha Busch have a family relationship.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's form 990 was reviewed in detail by the Board Secretary/Treasurer, who kept the organization's books and records during the year. The form 990 was provided to all board members prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization's conflict of interest policy requires that any board member or officer has a duty to disclose potential and known conflicts. Should such a conflict arise, the conflicted person(s) must disclose all facts to the board/committee and leave the meeting while determination of conflict is made by non-interersted persons. The policy requires making decisions based on the organization's best interests.The policy requires all directors and officers to sign a statement at least annually, affirming that he or she has received the policy, understands it and agrees to adhere to the policy.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's govering documents, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Samantha and Kyle Busch
EIN
20-5950643
Phone
7046620000
Address
351 Mazeppa Road, Mooresville, NC 28115

Signing Officer

Name
Kyle Busch
Title
Chairman
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Busch
Formed
2007
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
5

Preparer

Firm
Miller Mcneish & Breedlove Pllc
Address
309 S Laurel Ave, Charlotte, NC 28207
Preparer
Kory Klug
Phone
7043768415
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization'S Mission

“The Samantha and Kyle Busch Bundle of Joy Fund is a 501(c)(3) organization that is dedicated to advocating for infertility education and awareness and removing financial barriers by granting monetary awards to couples who require fertility treatments to have their own bundle of joy.”

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IRS990/PrincipalOfficerNm0Kyle Busch
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0144856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01238804
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0159020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt098975
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0666553
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0339441
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0431414
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Fundraiser
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028373
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0164203
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REACH Bundle of Joy
IRS990ScheduleI/RecipientTable/RecipientEIN0562019260
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01524 East Morehead Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Charlotte
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028207
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization generally provides donations (cash and non-cash) to other charitable organizations and orphanges which the foundation has vetted prior to making the donation. No funds containing grant restrictions were given.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Kyle Busch
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Chairman
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06581
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Occupancy
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Schedule L, Part IVDuring the year, the Foundation paid reimbursements, at cost, to other organizations owned by Kyle and Samantha Busch for the use of occupancy expenses.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Committee is comprised of the Chair and Directors. Execpt for the power to amend the Articles of Incorporation and Bylaws, the Executive Committee shall have all the powers and authority of the Board of Directors in the intervals between meetings of the Board of Directors, and is subject to the direction and control of the full board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Kyle Busch and Ed Laukes have a business relationship. Kyle Busch and Samantha Busch have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's form 990 was reviewed in detail by the Board Secretary/Treasurer, who kept the organization's books and records during the year. The form 990 was provided to all board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's conflict of interest policy requires that any board member or officer has a duty to disclose potential and known conflicts. Should such a conflict arise, the conflicted person(s) must disclose all facts to the board/committee and leave the meeting while determination of conflict is made by non-interersted persons. The policy requires making decisions based on the organization's best interests.The policy requires all directors and officers to sign a statement at least annually, affirming that he or she has received the policy, understands it and agrees to adhere to the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's govering documents, policies and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Samantha and Kyle Busch Bundle of Joy Fund is a 501(c)(3) organization that is dedicated to advocating for infertility education and awareness and removing financial barriers by granting monetary awards to couples who require fertility treatments to have their own bundle of joy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 1 - Organization's Mission
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,411
Liabilities
$1,846
Net assets
$565,565
Revenue
$431,414
Expenses
$303,992
Net income
$127,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$1.87$5.56$5.18$5.87$0.69
2023Summary only. Only limited summary data is available for this year.$6.36$0.11$6.25$3.86$2.78$1.07
2022Summary only. Only limited summary data is available for this year.$5.20$0.02$5.18$3.58$4.19$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.40$5.79$3.25$3.12$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.67$0.02$5.66$4.31$3.04$1.27
2020Summary only. Only limited summary data is available for this year.$5.67$0.02$5.66$4.31$3.04$1.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.01$4.38$4.58$3.15$1.43
2018Summary only. Only limited summary data is available for this year.$2.95$0.00$2.95$2.99$3.13$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$3.09$1.30$1.79
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$2.26$2.03$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.17$1.05$1.69$1.78$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.07$1.14$1.38$1.09$0.28
2013Summary only. Only limited summary data is available for this year.$1.05$0.09$0.96$1.05$1.46$0.41
2012Summary only. Only limited summary data is available for this year.$1.67$0.21$1.47$1.09$0.89$0.20
2011Summary only. Only limited summary data is available for this year.$1.59$0.23$1.36$1.48$0.73$0.75