Civic Intelligence

The Blue Bird Circle

990 • Fiscal year 2018 • EIN 74-1405134

Jun 01, 2017 to May 31, 2018 • Filed on Feb 01, 2019

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

60th percentile

0.16x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.23x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

21st percentile

-9.8%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Flat

$2,807,675

Flat from 2018

Net Assets

Flat

$2,347,514

Flat from 2018

Liabilities

Flat

$460,161

Flat from 2018

Revenue

Flat

$1,998,465

Flat from 2018

Expenses

Flat

$2,193,522

Flat from 2018

Net Income

Flat

-$195,057

Flat from 2018

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 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

2018

Assets$2,807,675
Liabilities$460,161
Net Assets$2,347,514

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 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

2018

Revenue$1,998,465
Expenses$2,193,522
Net Income-$195,057
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 1, 2019
Return Version
2017v2.2
Gross Receipts
$4,519,580
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$1,428,656$1,431,183▲ $2,527
Land, Buildings, and Equipment, Net$750,106$752,580▲ $2,474
Cash and Non-Interest-Bearing Accounts$350,404$399,830▲ $49,426
Savings and Temporary Cash Investments$222,765$127,567▼ $95,198
Pledges and Grants Receivable$75,000$76,000▲ $1,000
Accounts Receivable$17,394$17,192▼ $202
Prepaid Expenses and Deferred Charges$22,334$3,323▼ $19,011
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$2,873,032$2,807,675▼ $65,357
Other Assets Total$6,373$0▼ $6,373
Liabilities
Grants Payable$154,882$313,085▲ $158,203
Accounts Payable and Accrued Expenses$127,874$123,511▼ $4,363
Deferred Revenue$19,570$23,565▲ $3,995
Total Liabilities$302,326$460,161▲ $157,835
Net Assets / Fund Balance
Unrestricted Net Assets$1,732,988$1,510,030▼ $222,958
Permanently Rstr Net Assets$810,964$812,389▲ $1,425
Temporarily Rstr Net Assets$26,754$25,095▼ $1,659
Total Net Assets Fund Balance$2,570,706$2,347,514▼ $223,192
Total Liabilities and Net Assets / Fund Balance$2,873,032$2,807,675▼ $65,357

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$122,568$2,576,656$2,699,224
Leasehold Improvements$248,367$585,534$833,901
Land$303,670-$303,670
Equipment$77,975$25,677$103,652

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$25,433,715$1,425▲ $1,681,682$1,050,000$26,056,167
2016$24,096,249$3,050▲ $2,030,891$682,498$25,433,715
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy BoudreauxClinic Chairman
Mary GannonShop Chairman
Mills ToomeyShop Chairman
Ellen StoughPresident
Carolyn WilliamsPresident-Elect
Dodi WillinghamBoard member
Gail BrancBoard member
Gwen WilkinsonBoard member
Helen WelkBoard member
Jan RhodesBoard member
Liana HillendahlBoard member
Mollie JonesBoard member
Pat BooneBoard member
Sharon OwensBoard member
Tanya GreenwoodBoard member
Pam Stout1st VP
Marcie Hortenstine2nd VP
Pattie AmesClinic Vice CHR
Martha YatesCommunication
Sue Ann AllenRecording Sec
Karen GibbonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,900,110
Program Service Revenue
$34,844
Investment Income
$26,879
Other Revenue
$36,632
All Other Contributions
$596,985
Change in Net Assets
$-195,057

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$235,407Sales proceeds
Other Non Cash Contri Table12$26,695Sales proceeds
Total Noncash Contributions12$262,102-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,035,848
Other Expenses$144,431
Total Fundraising Expense$44,169
Salaries, Compensation, and Employee Benefits$13,243
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,035,848--$2,035,848
Fees for Services Accounting-$26,420-$26,420
Office Expenses-$20,236-$20,236
Fees for Services Other-$7,500$12,500$20,000
Fees for Service Investment Mgmnt Fees-$13,109-$13,109
Other Salaries and Wages-$12,302-$12,302
Occupancy-$11,246-$11,246
Insurance-$10,103-$10,103
Other Expenses--$7,695$7,695
Conferences and Meetings-$232$6,812$7,044
Advertising-$6,482-$6,482
Depreciation Depletion-$4,934-$4,934
Payroll Taxes-$941-$941
Total Functional Expenses$2,035,848$113,505$44,169$2,193,522
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Childrens HospitalHouston, TX501(c)(3)Clinical Research$693,892
Texas Childrens HospitalHouston, TX501(c)(3)Clinic Maintenance$460,100
Baylor College of MedicineHouston, TX501(c)(3)Neurogenetics Lab$420,000
Baylor College of MedicineHouston, TX501(c)(3)Rett Center$358,768
Texas Childrens HospitalHouston, TX501(c)(3)Clinical prgm directors training$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$93,218
Fundraising Gross Income$69,969
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$193,887$57,695$27,705$29,990
Luncheon$103,489$12,274$543$11,731
Total Events$297,376$69,969$93,218$-23,249
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
2019-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Williams
Formed
1940
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
25
Volunteers
414

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: Over 400 Blue Bird 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 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 neurological 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. 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. OTHER PROGRAM SERVICES 5: During the year the Circle provided funding for the training of two RN clinical program directors that will be instrumental in the clinical trials for Batten disease.

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/PersonNm1Carolyn Williams
IRS990/Form990PartVIISectionAGrp/PersonNm2Pam Stout
IRS990/Form990PartVIISectionAGrp/PersonNm3Marcie Hortenstine
IRS990/Form990PartVIISectionAGrp/PersonNm4Sue Ann Allen
IRS990/Form990PartVIISectionAGrp/PersonNm5Martha Yates
IRS990/Form990PartVIISectionAGrp/PersonNm6Karen Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm7Kathy Boudreaux
IRS990/Form990PartVIISectionAGrp/PersonNm8Pattie Ames
IRS990/Form990PartVIISectionAGrp/PersonNm9Mary Gannon
IRS990/Form990PartVIISectionAGrp/PersonNm10Mills Toomey
IRS990/Form990PartVIISectionAGrp/PersonNm11Pat Boone
IRS990/Form990PartVIISectionAGrp/PersonNm12Gail Branc
IRS990/Form990PartVIISectionAGrp/PersonNm13Tanya Greenwood
IRS990/Form990PartVIISectionAGrp/PersonNm14Liana Hillendahl
IRS990/Form990PartVIISectionAGrp/PersonNm15Mollie Jones
IRS990/Form990PartVIISectionAGrp/PersonNm16Sharon Owens
IRS990/Form990PartVIISectionAGrp/PersonNm17Jan Rhodes
IRS990/Form990PartVIISectionAGrp/PersonNm18Helen Welk
IRS990/Form990PartVIISectionAGrp/PersonNm19Gwen Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm20Dodi Willingham
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt21st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt32nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4Recording Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt5Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Clinic Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Clinic Vice Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt9Shop Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Shop Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board member
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IRS990/FundraisingGrossIncomeAmt069969
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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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/EOYAmt03323

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
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.46$2.35$2.00$2.19$0.20
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