Civic Intelligence

The Blue Bird Circle

990 • Fiscal year 2014 • EIN 74-1405134

Jun 01, 2013 to May 31, 2014 • Filed on Feb 09, 2015

615 West Alabama77006

(713) 528-0470

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.16x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

7th percentile

-35%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

10th percentile

-9.2%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-1.9%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Assets

Down

$5,370,613

Down $541,586 (-9.2%) from 2013

Net Assets

Down

$5,098,126

Down $627,417 (-11%) from 2013

Liabilities

Up

$272,487

Up $85,831 (+46%) from 2013

Revenue

$1,682,238

No earlier filing loaded for comparison.

Expenses

Up

$2,268,822

Up $701,683 (+45%) from 2013

Net Income

-$586,584

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $4,377,081Liabilities 2011: $393,222Net Assets 2011: $3,983,8592011Assets 2012: $4,650,115Liabilities 2012: $241,778Net Assets 2012: $4,408,3372012Assets 2013: $5,912,199Liabilities 2013: $186,656Net Assets 2013: $5,725,5432013Assets 2014: $5,370,613Liabilities 2014: $272,487Net Assets 2014: $5,098,1262014Assets 2015: $2,920,579Liabilities 2015: $240,098Net Assets 2015: $2,680,4812015Assets 2016: $2,657,313Liabilities 2016: $138,501Net Assets 2016: $2,518,8122016Assets 2017: $2,873,032Liabilities 2017: $302,326Net Assets 2017: $2,570,7062017Assets 2018: $2,807,675Liabilities 2018: $460,161Net Assets 2018: $2,347,5142018Assets 2019: $3,040,515Liabilities 2019: $315,540Net Assets 2019: $2,724,9752019Assets 2020: $7,198,072Liabilities 2020: $518,420Net Assets 2020: $6,679,6522020Assets 2021: $7,283,194Liabilities 2021: $295,329Net Assets 2021: $6,987,8652021Assets 2022: $7,337,128Liabilities 2022: $312,541Net Assets 2022: $7,024,5872022Assets 2023: $16,184,738Liabilities 2023: $8,079,730Net Assets 2023: $8,105,0082023

Highlighted filing

2014

Assets$5,370,613
Liabilities$272,487
Net Assets$5,098,126

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2011: $1,783,155Expenses 2011: $17,119,078Net Income 2011: -$15,335,9232011Expenses 2012: $1,233,4742012Expenses 2013: $1,567,1392013Revenue 2014: $1,682,238Expenses 2014: $2,268,822Net Income 2014: -$586,5842014Revenue 2015: $1,433,735Expenses 2015: $3,757,459Net Income 2015: -$2,323,7242015Revenue 2016: $1,553,184Expenses 2016: $1,708,310Net Income 2016: -$155,1262016Revenue 2017: $1,784,170Expenses 2017: $1,728,990Net Income 2017: $55,1802017Revenue 2018: $1,998,465Expenses 2018: $2,193,522Net Income 2018: -$195,0572018Revenue 2019: $2,094,230Expenses 2019: $1,771,554Net Income 2019: $322,6762019Revenue 2020: $5,797,160Expenses 2020: $1,827,094Net Income 2020: $3,970,0662020Revenue 2021: $890,786Expenses 2021: $767,712Net Income 2021: $123,0742021Revenue 2022: $1,645,337Expenses 2022: $1,571,576Net Income 2022: $73,7612022Revenue 2023: $11,631,540Expenses 2023: $10,558,814Net Income 2023: $1,072,7262023

Highlighted filing

2014

Revenue$1,682,238
Expenses$2,268,822
Net Income-$586,584
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$4,272,168
Mission and Program Overview

Mission

The Blue Bird Circle (the Circle) is dedicated to the promotion of the well-being of humanity through the betterment of the community. Its charitable and benevolent activities are pledged to the support of The Blue Bird Circle Clinic for Pediatric Neurology at Texas Children's Hospital, The Blue Bird Circle Developmental Neurogenetics Laboratory at Baylor College of Medicine, The Blue Bird Circle Rett Center at Baylor College of Medicine, and the Blue Bird Circle Clinical Research Center at Texas Children's Hospital.

Established in 1923, the Blue Bird Circle is a women's volunteer organization that supports activities and facilities that treat and provide research into neurological disorders in children, through both volunteer time and monetary grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,553,530$3,636,801▲ $83,271
Land, Buildings, and Equipment, Net$1,068,435$976,258▼ $92,177
Cash and Non-Interest-Bearing Accounts$333,180$334,696▲ $1,516
Savings and Temporary Cash Investments$236,626$310,809▲ $74,183
Pledges and Grants Receivable$645,000$45,000▼ $600,000
Accounts Receivable$36,927$40,126▲ $3,199
Prepaid Expenses and Deferred Charges$22,451$10,873▼ $11,578
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,912,199$5,370,613▼ $541,586
Other Assets Total$16,050$16,050→ $0
Liabilities
Grants Payable$116,677$176,263▲ $59,586
Accounts Payable and Accrued Expenses$7,249$76,374▲ $69,125
Deferred Revenue$62,730$19,850▼ $42,880
Total Liabilities$186,656$272,487▲ $85,831
Net Assets / Fund Balance
Unrestricted Net Assets$4,841,161$4,253,620▼ $587,541
Permanently Rstr Net Assets$803,384$805,899▲ $2,515
Temporarily Rstr Net Assets$80,998$38,607▼ $42,391
Total Net Assets Fund Balance$5,725,543$5,098,126▼ $627,417
Total Liabilities and Net Assets / Fund Balance$5,912,199$5,370,613▼ $541,586

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$351,225$2,411,285$2,762,510
Leasehold Improvements$313,997$458,693$772,690
Land$303,670-$303,670
Equipment$7,366$11,377$18,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$22,740,700$633,515▲ $1,927,088$300,000$24,980,260
2012$20,772,151$4,165▲ $2,278,180$300,000$22,740,700
2011$21,403,402$111,983▼ $429,214$300,000$20,772,151
2010$932,243$18,407,537▲ $2,507,105$434,400$21,403,402
2009$841,081$12,801▲ $83,365-$932,243
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy SchultzClinic Chair..
Ginger CookClinic Chairman
Barbara BuckShop Chairman
Maggie AustinPresident
Pat EdwardsPresident-Elect
Gwen WilkinsonShop Vice-Chair
Barbie Dexter1st VP
Joan McAuliff2nd VP
Betty Ann GravesAdvisory
Gayle RamseyAdvisory
Clair ManningClinic Vice Ch.
Dorothy BakerConsignment Sec
Peggy SchaeferData Mgt. Sec.
Ruth Ann ReyengaData Mgt. Sec.
Bertha BrophyDues Treas
Ann AlexanderDues Treasurer
Speight AndersonFriendship Secr
Susan BradfordShop Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,293,257
Program Service Revenue
$34,520
Investment Income
$138,379
Other Revenue
$216,082
All Other Contributions
$503,989
Change in Net Assets
$-586,584

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$272,149Sales
Cars and Other Vehicles1$31,000Sale proceeds
Other Non Cash Contri Table1$3,255Fair value
Total Noncash Contributions2$306,404-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,921,000
Other Expenses$308,018
Total Fundraising Expense$43,782
Salaries, Compensation, and Employee Benefits$39,804
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,921,000--$1,921,000
Occupancy-$58,097-$58,097
Depreciation Depletion-$49,728-$49,728
Insurance-$49,072-$49,072
Other Salaries and Wages-$39,804-$39,804
Fees for Service Investment Mgmnt Fees-$31,968-$31,968
Fees for Services Accounting-$22,934-$22,934
Office Expenses-$17,987-$17,987
Information Technology-$12,744-$12,744
Other Expenses-$8,000$13,518$8,000
Fees for Services Legal-$2,700-$2,700
Conferences and Meetings-$1,012-$1,012
Advertising-$112-$112
Total Functional Expenses$1,921,000$304,040$43,782$2,268,822
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-6047176-501(c)(3)Fund Endowment$631,000
74-1613878-501(c)(3)Neurogenetics Lab$420,000
74-1100555-501(c)(3)Clinic for Pediatric Neurology$382,000
74-1100555-501(c)(3)Blue Bird Clinical Research Ctr$300,000
74-1613878-501(c)(3)Rett Center$188,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$112,338
Fundraising Gross Income$83,265
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$426,007$57,460$82,971$-25,511
Event 2$114,441$25,805$29,367$-3,562
Total Events$540,448$83,265$112,338$-29,073
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Blue Bird Circle Shop is a membership organziation.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

All members of the organization may vote to elect members of board of directors.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Changes to Articles of Incorporation and Bylaws must be approved by the membership.

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

The Form 990 is reviewed by organization's President and Treasurer. A copy of the Form is provided to the Board prior to filing.

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

Persons covered include members of Board of Directors and the Finance Committee. Determinations of whether conflicts exist are made by the Board. Persons with a conflict may be prohibited from voting and/or serving on the Board or Committee.

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

Available upon request.

Filing and Contact Details

Filer

EIN
74-1405134
Phone
7135280470

Signing Officer

Name
Bertha Brophy
Title
Treasurer
Signed
2015-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Austin
Formed
1940
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
16
Volunteers
500

Preparer

Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: The Blue Bird Circle Clinical Research Center at Texas Children's Hospital's mission is to bring ever-advancing therapies to its patients. The Center supports cutting-edge research in neurology, and enhances the larger effort to build a clinical research support structure that will advance care to the next level and make a difference in the lives of children affected by neurological disorders. It capitalizes on the remarkable scientific discoveries being made in childhood neurologic diseases and serves as the clinical research arm of the Jan and Dan Duncan Neurological Research Institute at Texas Children's Hospital, as well as for the Blue Bird Circle Developmental Neurogenetics Lab and The Blue Bird Circle Rett Center, developing the treatments and cures of tomorrow. OTHER PROGRAM SERVICES 5: Established in 1923, The Blue Bird Circle is a women's volunteer service organization celebrating 88 years of service to the Houston community. For many years, the focus of the Circle has been to support both the treatment of children with neurological disorders, and the research into the causes and treatment of those diseases. Over 500 Circle members devote at least 50,000 hours every year working in The Blue Bird Circle Clinic for Pediatric Neurology at Texas Children's Hospital or in The Blue Bird Circle Resale Shop and other fundraising activities to support the Circle's charitable causes. The Shop is substantially run by the volunteer members of the Circle and provides an important source of funding to enable the Circle to support its projects.The Blue Bird Foundation was created in 1951 to provide financial support for the philanthropic efforts of The Blue Bird Circle. The Foundation is a 509(a)(3) Type II Supporting Organization of the Circle. In 2013, the Circle transferred a portion of investment assets to the Foundation in order to maximize the growth and protection of those assets. The Foundation provides part of the funding for the Circle's grants to The Blue Bird Circle Clinic for Pediatric Neurology at Texas Children's Hospital, The Blue Bird Circle Clinical Reaearch Center at Texas Children's Hospital, The Blue Bird Circle Developmental Neurogenetics Laboratory at Baylor College of Medicine, and The Blue Circle Rett Center at Baylor College of Medicine.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The endowment funds are held to provide long-term financial support for the programs of the Blue Bird Circle.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Maggie Austin
IRS990/Form990PartVIISectionAGrp/PersonNm1Pat Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbie Dexter
IRS990/Form990PartVIISectionAGrp/PersonNm3Joan McAuliff
IRS990/Form990PartVIISectionAGrp/PersonNm4Ann Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm5Speight Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm6Dorothy Baker
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Bradford
IRS990/Form990PartVIISectionAGrp/PersonNm8Bertha Brophy
IRS990/Form990PartVIISectionAGrp/PersonNm9Barbara Buck
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IRS990/Form990PartVIISectionAGrp/PersonNm11Clair Manning
IRS990/Form990PartVIISectionAGrp/PersonNm12Ruth Ann Reyenga
IRS990/Form990PartVIISectionAGrp/PersonNm13Peggy Schaefer
IRS990/Form990PartVIISectionAGrp/PersonNm14Judy Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm15Gwen Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm16Betty Ann Graves
IRS990/Form990PartVIISectionAGrp/PersonNm17Gayle Ramsey
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Consignment Sec
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Dues Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt9Shop Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Clinic Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Clinic Vice Ch.
IRS990/Form990PartVIISectionAGrp/TitleTxt12Data Mgt. Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt13Data Mgt. Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt14Clinic Chair..
IRS990/Form990PartVIISectionAGrp/TitleTxt15Shop Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Advisory
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IRS990/MissionDesc0The Circle is dedicated to the promotion of the well-being of humanity through the betterment of the community. Its charitable and benevolent activities are pledged to the support of The Blue Circle Clinic for Pediatric Neurology at Texas Children's Hospital, The Blue Bird Circle Developmental Neurogenetics Laboratory at BaylorCollege of Medicine, The Blue Bird Circle Rett Center at Baylor College of Medicine, and the Blue Bird Circle Clinical Research Center at Texas Children's Hospital.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Blue Bird Circle Developmental Neurogenetics Laboratory at Baylor College of Medicine continues to perform ground-breaking research into the causes and treatments of neurological disorders in both children and adults including seizures, stroke, brain trauma and other neurodegenerative disorders.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Blue Bird Circle Clinic for Pediatric Neurology at Texas Children's Hospital is one of the largest neurology service centers in the United States, specializing in the diagnosis, treatment and follow-up care of neurological disorders in children. With over 20,000 patient encounters each year, the large team of specialists cares for patients with more than 450 neurological disorders including epilepsy, multiple sclerosis, developmental delay, sleep disorders, stroke, cortical malformations, and brain tumors. The Clinic also diagnoses and treats such rare disorders as Rett syndrome, Angelman syndrome, Fragile X syndrome, Batten's Disease, and Prader-Willi syndrome. Satellite neurology clinics are located in Clear Lake, Sugar Land, The Woodlands, and TCH West Campus.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$16.2$8.08$8.11$11.6$10.6$1.07
2022Summary only. Only limited summary data is available for this year.$7.34$0.31$7.02$1.65$1.57$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.30$6.99$0.89$0.77$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.52$6.68$5.80$1.83$3.97
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.32$2.72$2.09$1.77$0.32
2018Summary only. Only limited summary data is available for this year.$2.81$0.46$2.35$2.00$2.19$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.30$2.57$1.78$1.73$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.14$2.52$1.55$1.71$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.24$2.68$1.43$3.76$2.32
2014Detailed filing. Detailed filing data is available for this year.$5.37$0.27$5.10$1.68$2.27$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.19$5.73$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.24$4.41$1.23
2011Summary only. Only limited summary data is available for this year.$4.38$0.39$3.98$1.78$17.1$15.3
Peer Organizations

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