Civic Intelligence

The Blue Bird Circle

990 • Fiscal year 2016 • EIN 74-1405134

Jun 01, 2015 to May 31, 2016 • Filed on Mar 23, 2017

615 West AlabamaHouston, TX 77006

(713) 528-0470

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.09x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

22nd percentile

-10.0%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

14th percentile

-9.0%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

8.3%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,657,313

Down $263,266 (-9.0%) from 2015

Net Assets

Down

$2,518,812

Down $161,669 (-6.0%) from 2015

Liabilities

Down

$138,501

Down $101,597 (-42%) from 2015

Revenue

Up

$1,553,184

Up $119,449 (+8.3%) from 2015

Expenses

Down

$1,708,310

Down $2,049,149 (-55%) from 2015

Net Income

Up

-$155,126

Up $2,168,598 (+93%) from 2015

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

2016

Assets$2,657,313
Liabilities$138,501
Net Assets$2,518,812

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

2016

Revenue$1,553,184
Expenses$1,708,310
Net Income-$155,126
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Mar 23, 2017
Return Version
2015v3.0
Gross Receipts
$4,075,996
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$1,699,548$1,498,497▼ $201,051
Land, Buildings, and Equipment, Net$922,488$813,557▼ $108,931
Savings and Temporary Cash Investments$157,374$126,844▼ $30,530
Cash and Non-Interest-Bearing Accounts$94,365$124,246▲ $29,881
Prepaid Expenses and Deferred Charges$24,636$68,646▲ $44,010
Accounts Receivable$18,935$20,168▲ $1,233
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,920,579$2,657,313▼ $263,266
Other Assets Total$3,233$5,355▲ $2,122
Liabilities
Grants Payable$141,481$105,125▼ $36,356
Deferred Revenue$19,700$20,425▲ $725
Accounts Payable and Accrued Expenses$78,917$12,951▼ $65,966
Total Liabilities$240,098$138,501▼ $101,597
Net Assets / Fund Balance
Unrestricted Net Assets$1,840,194$1,684,980▼ $155,214
Permanently Rstr Net Assets$808,204$809,914▲ $1,710
Temporarily Rstr Net Assets$32,083$23,918▼ $8,165
Total Net Assets Fund Balance$2,680,481$2,518,812▼ $161,669
Total Liabilities and Net Assets / Fund Balance$2,920,579$2,657,313▼ $263,266

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$199,719$2,499,505$2,699,224
Leasehold Improvements$306,441$518,110$824,551
Land$303,670-$303,670
Equipment$3,727$15,016$18,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$25,601,543$3,710▼ $1,186,765$310,000$24,096,249
2014$24,980,260$6,088▲ $931,832$300,000$25,601,543
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn WilliamsClinic Chair
Dodi WillinghamShop Chairman
Mary Ann MaceyPresident
Gwen WilkinsonPresident-Elect
Mary GannonShop Vice Chair
Ann AlexanderBoard member
Annette MooreBoard member
Barbie DexterBoard member
Carole McGarryBoard member
Carolyn PirifoyBoard member
Clair ManningBoard member
Kathy KeckleyBoard member
Pat Edwards-CarrollBoard member
Rhonda JonesBoard member
Ellen Stough1st VP
Carolyn May2nd VP
Van SmithClinic Vice CHR
Patricia ArmesRecording Sec
Bertha BrophyShop Treasurer
Karen GibbonsTreas fr Jan
Joan McAuliffeTreas to Dec
Revenue and Support

Revenue Composition

Contributions and Grants
$1,203,380
Program Service Revenue
$39,560
Investment Income
$48,263
Other Revenue
$261,981
All Other Contributions
$520,575
Change in Net Assets
$-155,126

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$245,415sales proceeds
Total Noncash Contributions$245,415-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,388,699
Other Expenses$294,923
Total Fundraising Expense$31,616
Salaries, Compensation, and Employee Benefits$24,688
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,388,699--$1,388,699
Occupancy-$73,315-$73,315
Insurance-$58,259-$58,259
Depreciation Depletion-$54,466-$54,466
Fees for Services Accounting-$23,175-$23,175
Other Salaries and Wages-$22,799-$22,799
Fees for Service Investment Mgmnt Fees-$17,923-$17,923
Information Technology-$16,130-$16,130
Office Expenses-$13,431-$13,431
Other Expenses-$4,072$9,509$4,072
Advertising-$2,110-$2,110
Payroll Taxes-$1,889-$1,889
Conferences and Meetings-$426-$426
Total Functional Expenses$1,388,699$287,995$31,616$1,708,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baylor Col of MedicineHouston, TX501(c)(3)Neurogenetics Lab$486,596
Texas Childrens HospHouston, TX501(c)(3)Clinical Research Ctr$400,000
Baylor Col of MedicineHouston, TX501(c)(3)Rett Center$320,000
Texas Childrens HospitalHouston, TX501(c)(3)Clinic Maintenance$160,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$128,236
Fundraising Gross Income$106,548
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$364,696$92,750$15,762$76,988
Spring Luncheon$94,294$13,798$674$13,124
Total Events$458,990$106,548$128,236$-21,688
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
No
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 organization.

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

All members of the organization may vote to elect members of the 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

Filer Name
The Blue Bird Circle
EIN
74-1405134
Phone
7135280470
Address
615 West Alabama, Houston, TX 77006

Signing Officer

Name
Karen Gibbons
Title
Treasurer
Signed
2017-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Macey
Formed
1940
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
22
Volunteers
423

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: The mission of The Blue Bird Circle Clinical Research Center at Texas Children's Hospital 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: The Blue Bird Circle funded an endowed chair in pediatric neurology at Texas Children's Hospital to allow the program to have increased flexibility and to attract and keep the highest quality of physicians working in the area of pediatric neurology.

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/PersonNm0Mary Ann Macey
IRS990/Form990PartVIISectionAGrp/PersonNm1Gwen Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm2Ellen Stough
IRS990/Form990PartVIISectionAGrp/PersonNm3Carolyn May
IRS990/Form990PartVIISectionAGrp/PersonNm4Patricia Armes
IRS990/Form990PartVIISectionAGrp/PersonNm5Karen Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm6Joan McAuliffe
IRS990/Form990PartVIISectionAGrp/PersonNm7Bertha Brophy
IRS990/Form990PartVIISectionAGrp/PersonNm8Carolyn Williams
IRS990/Form990PartVIISectionAGrp/PersonNm9Van Smith
IRS990/Form990PartVIISectionAGrp/PersonNm10Dodi Willingham
IRS990/Form990PartVIISectionAGrp/PersonNm11Mary Gannon
IRS990/Form990PartVIISectionAGrp/PersonNm12Ann Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm13Barbie Dexter
IRS990/Form990PartVIISectionAGrp/PersonNm14Pat Edwards-Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm15Rhonda Jones
IRS990/Form990PartVIISectionAGrp/PersonNm16Kathy Keckley
IRS990/Form990PartVIISectionAGrp/PersonNm17Clair Manning
IRS990/Form990PartVIISectionAGrp/PersonNm18Carole McGarry
IRS990/Form990PartVIISectionAGrp/PersonNm19Annette Moore
IRS990/Form990PartVIISectionAGrp/PersonNm20Carolyn Pirifoy
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt21st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt32nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4Recording Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treas fr Jan
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treas to Dec
IRS990/Form990PartVIISectionAGrp/TitleTxt7Shop Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Clinic Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Clinic Vice Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt10Shop Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Shop Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
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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/PrepaidExpensesDefrdChargesGrp/BOYAmt024636
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068646
IRS990/PrincipalOfficerNm0Mary Ann Macey

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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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