Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Balance Sheet
Assets
Down$438,158
Down $55,142 (-11%) from 2016
Net Assets
Down$438,158
Down $55,142 (-11%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$14,611
Down $176,396 (-92%) from 2016
Expenses
Down$65,000
Down $5,500 (-7.8%) from 2016
Net Income
Down-$50,389
Down $170,896 (-142%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Mar 7, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $14,611
Mission and Program Overview
Mission
509a3 Supporting Organization
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 73-1053445 St. Bernard of Clairvaux Catholic Church 4001 E. 101st Street, Tulsa, OK 74137 | $44,500 | - |
| 13-1930701 Group Exemption Number 1393 Cystic Fibrosis Foundation - Sooner Chapter 2642 E. 21st Street Ste 100, Tulsa, OK 74114-1739 | $20,000 | - |
Compensation and Service Providers
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
- Filer Name
- James A & Mary P Bush Charitable TR
- EIN
- 73-6319842
- Phone
- 9184925090
- Address
- 7170 S Braden Ave Room 200, Tulsa, OK 74136-6316
Signing Officer
- Name
- James A Bush
- Title
- Trustee
- Signed
- 2018-03-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Michael D Bagby CPA
- Address
- 3427 E 12th St, Tulsa, OK 74112-4903
- Preparer
- Michael D Bagby CPA
- Phone
- 9188364577
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10, Grants Paid
“Activity Medical Charity, Grantee Cystic Fibrosis Fdn - Sooner Chapter 2642 E 21st St Tulsa OK 74114, Cash Grant 20,000, Relationship”
Form 990-EZ, Part I, Line 10, Grants Paid
“Activity Church, Grantee St Bernard of Clairvaux Catholic Church 4001 E 101st St Tulsa OK 74137, Cash Grant 44,500, Relationship”
Form 990-EZ, Part I, Line 20, Net Assets
“Ptr Schedule K-1 Statutory depletion in excess of cost Breeze Sub-S 3,890”
Form 990-EZ, Part I, Line 20, Net Assets
“Ptr Schedule K-1 Intangible Drilling Cost - Section 59e adjustment Breeze Sub-S -5,384”
Form 990-EZ, Part I, Line 20, Net Assets
“Ptr Schedule K-1 Non-deductible expenses Breeze Sub-S -3,259”
Form 990-EZ, Part II, Line 24, Other Assets
“20 Breeze Resources, Inc 73-1393397 Beginning of year 308,152, End of year 317,993”
Raw XML Appendix171 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/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -4753 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 509a3 Supporting Organization |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 44500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| 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 | 65000 |
| IRS990EZ/TotalRevenueAmt | 0 | 14611 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | Part IV Section A Line 9b A disqualified person holds an 80 controlling interest in an entity in which this organization holds a 20 interest. This organization was created by that person thereby a disqualified individual donating that 20. The subject entity is an oil and gas and real estate investment company holding established mature properties from which net revenues are distributed to this supporting organization and in turn to the two supported organizations for which it was created. This is ongoing. |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | A disqualified person holds an interest 80 in and derives personal benefit from assets in which this organization has an interest 20. This is a function of that person retaining 80 of the business entity when 20 was gifted to this organization, as described above. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | A majority of the Trustees of this organization do not also control the supported organizations Cystic Fibrosis Fdn and St Bernard Catholic Church. Both are too large for cross-majority. Two Trustees serve as representatives of each while a third is active with both. The three of them hold majority control of this organization. The Charter for this organization requires at least 85 of income to be distributed to the supported organizations. Generally, 100 of receipts are so distributed. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part IV Section A Line 9c |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV Section C Line 1 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | false |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| 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/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 20000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 44500 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Cystic Fibrosis Fdn - Sooner Chapter |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | St Bernard of Clairvaux Catholic Church |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 64500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Medical Charity, Grantee Cystic Fibrosis Fdn - Sooner Chapter 2642 E 21st St Tulsa OK 74114, Cash Grant 20,000, Relationship |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Church, Grantee St Bernard of Clairvaux Catholic Church 4001 E 101st St Tulsa OK 74137, Cash Grant 44,500, Relationship |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Ptr Schedule K-1 Statutory depletion in excess of cost Breeze Sub-S 3,890 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Ptr Schedule K-1 Intangible Drilling Cost - Section 59e adjustment Breeze Sub-S -5,384 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Ptr Schedule K-1 Non-deductible expenses Breeze Sub-S -3,259 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 20 Breeze Resources, Inc 73-1393397 Beginning of year 308,152, End of year 317,993 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10, Grants Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10, Grants Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20, Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 20, Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 20, Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part II, Line 24, Other Assets |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | James A Bush |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-03-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | James A & Mary P Bush Charitable TR |
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| ReturnHeader/Filer/EIN | 0 | 736319842 |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7170 S Braden Ave Room 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Tulsa |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 741366316 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8D1A3E892C12FBE37D976D37B1E5BB3A5FFF5EE4 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8D1A3E892C12FBE37D976D37B1E5BB3A5FFF5EE4 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 68.0.122.91 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-03-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 21:15:27 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Michael D Bagby CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3427 E 12th St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Tulsa |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 741124903 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9188364577 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-03-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michael D Bagby CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-03-07T05:23:02-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $438,158
- Liabilities
- -
- Net assets
- $438,158
- Revenue
- $14,611
- Expenses
- $65,000
- Net income
- -$50,389