James a & Mary P Bush Charitable Tr

990EZ • Fiscal year 2013 • EIN 73-6319842

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 27, 2014

Organization Profile N/A

7170 S Braden Ave Room 20074136-6316

(918) 492-5090

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

90%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.8%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-82%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$421,730

Up $3,278 (+0.8%) from 2012

Net Assets

$421,730

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin98th percentile

Revenue

Down

$4,987

Down $22,224 (-82%) from 2012

Expenses

Down

$500

Down $8,858 (-95%) from 2012

Net Income

Down

$4,487

Down $13,366 (-75%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2013

Assets$421,730

Liabilities-

Net Assets$421,730

Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2013

Revenue$4,987

Expenses$500

Net Income$4,487

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Mar 27, 2014
Return Version: 2013v3.1
Gross Receipts: $4,987

Mission and Program Overview

Mission

509a3 Supporting Organization

Program Services

Description	Grants	Expenses
13-1930701 Group Exemption Number 1393 Cystic Fibrosis Foundation - Sooner Chapter 2642 E. 21st Street Ste 100, Tulsa, OK 74114-1739	-	-
73-1053445 St. Bernard of Clairvaux Catholic Church 4001 E. 101st Street, Tulsa, OK 74137	-	-

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James A Bush Trustee	Trustee	-	$0	-	-
Mary P Bush Trustee	Trustee	-	$0	-	-
Brian J Collins Trustee	Trustee	-	$0	-	-
Don Detrich Trustee CF	Trustee	-	$0	-	-
Robert W Key Trustee StB	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 73-6319842
Phone: 9184925090

Signing Officer

Name: James A Bush
Title: Trustee
Signed: 2014-03-27
Discuss with paid preparer: Yes

Preparer

Preparer: Michael Bagby
Phone: 9188364577

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20, Net Assets

“Ptr Schedule K-1 Statutory depletion in excess of cost Breeze Sub-S 2,229”

Form 990-EZ, Part I, Line 20, Net Assets

“Ptr Schedule K-1 Non-deductible expenses Breeze Sub-S -2,670”

Form 990-EZ, Part I, Line 20, Net Assets

“Ptr Schedule K-1 Non-deductible expenses Legacy RE Ptr -768”

Form 990-EZ, Part II, Line 24, Other Assets

“20 Breeze Resources, Inc 73-1393397 Beginning of year 410,738, End of year 415,253”

Form 990-EZ, Part II, Line 24, Other Assets

“6.1 Legacy Real Estate Investments, LLC 20-3746205 Beginning of year 737, End of year 0”

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/PersonNm	0	Taxpayer
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9184925090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	7170 S Braden Ave 200
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	741366316
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	6977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	6477
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4487
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	418452
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	421730
IRS990EZ/GrossReceiptsAmt	0	4987
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	4987
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	418452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	421730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	418452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	421730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	James A Bush Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Mary P Bush Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Brian J Collins Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Don Detrich Trustee CF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Robert W Key Trustee StB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Trustee
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	411475
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	415253
IRS990EZ/OtherChangesInNetAssetsAmt	0	-1209
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	509a3 Supporting Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	13-1930701 Group Exemption Number 1393 Cystic Fibrosis Foundation - Sooner Chapter 2642 E. 21st Street Ste 100, Tulsa, OK 74114-1739
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	73-1053445 St. Bernard of Clairvaux Catholic Church 4001 E. 101st Street, Tulsa, OK 74137
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	500
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OK
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TotalExpensesAmt	0	500
IRS990EZ/TotalRevenueAmt	0	4987
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/IRSWrittenDeterminationInd	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.00000
IRS990ScheduleA/PublicSupportCY509Pct	0	0.00000
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	131930701
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	1	731053445
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	1	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	7
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	1	1
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	Cystic Fibrosis Fdn - Sooner Chapter
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	1	St Bernard of Clairvaux Catholic Church
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	1	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	1	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType2Ind	0	X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Ptr Schedule K-1 Statutory depletion in excess of cost Breeze Sub-S 2,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Ptr Schedule K-1 Non-deductible expenses Breeze Sub-S -2,670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Ptr Schedule K-1 Non-deductible expenses Legacy RE Ptr -768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	20 Breeze Resources, Inc 73-1393397 Beginning of year 410,738, End of year 415,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	6.1 Legacy Real Estate Investments, LLC 20-3746205 Beginning of year 737, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James A Bush
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	James A & Mary P Bush Charitable TR
ReturnHeader/Filer/BusinessNameControlTxt	0	JAME
ReturnHeader/Filer/EIN	0	736319842
ReturnHeader/Filer/PhoneNum	0	9184925090
ReturnHeader/Filer/USAddress/AddressLine1	0	7170 S Braden Ave Room 200
ReturnHeader/Filer/USAddress/City	0	Tulsa
ReturnHeader/Filer/USAddress/State	0	OK
ReturnHeader/Filer/USAddress/ZIPCode	0	741366316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Michael D Bagby CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3427 E 12th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	741124903
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9188364577
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Michael Bagby
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-03-26T06:04:28-00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $421,730
Liabilities: -
Net assets: $421,730
Revenue: $4,987
Expenses: $500
Net income: $4,487

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$1.58	$5.53	$3.95
2018Detailed filing. Detailed filing data is available for this year.	$3.86		$3.86	$0.14	$0.60	$0.45
2017Detailed filing. Detailed filing data is available for this year.	$4.38		$4.38	$0.15	$0.65	$0.50
2016Detailed filing. Detailed filing data is available for this year.	$4.93		$4.93	$1.91	$0.71	$1.21
2015Detailed filing. Detailed filing data is available for this year.	$3.76		$3.76	$0.09	$0.78	$0.69
2014Detailed filing. Detailed filing data is available for this year.	$4.45		$4.45	$0.34	$0.21	$0.14
2013Detailed filing. Detailed filing data is available for this year.	$4.22		$4.22	$0.05	$0.01	$0.04
2012Summary only. Only limited summary data is available for this year.	$4.18	$0.00		$0.27	$0.09	$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.94		$3.94	$0.28	$0.64	$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.20		$4.20	$0.32	$0.56	$0.23