Civic Intelligence

Blue Bird Foundation

990 • Fiscal year 2019 • EIN 74-6047176

Jun 01, 2018 to May 31, 2019 • Filed on Apr 09, 2020

Organization ProfileN/A
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

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

7th percentile

-33%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$24,424,513

Down $799,400 (-3.2%) from 2018

Net Assets

Down

$24,424,513

Down $799,400 (-3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin7th percentile

Revenue

Down

$879,467

Down $450,690 (-34%) from 2018

Expenses

Up

$1,172,916

Up $526 (+0.0%) from 2018

Net Income

Down

-$293,449

Down $451,216 (-286%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30M$20M$10M$0Assets 2011: $20,692,930Liabilities 2011: $0Net Assets 2011: $20,692,9302011Assets 2012: $20,017,490Liabilities 2012: $0Net Assets 2012: $20,017,4902012Assets 2013: $21,954,076Liabilities 2013: $0Net Assets 2013: $21,954,0762013Assets 2014: $24,180,317Liabilities 2014: $0Net Assets 2014: $24,180,3172014Assets 2015: $24,788,330Liabilities 2015: $0Net Assets 2015: $24,788,3302015Assets 2016: $23,274,625Liabilities 2016: $0Net Assets 2016: $23,274,6252016Assets 2017: $24,598,056Liabilities 2017: $0Net Assets 2017: $24,598,0562017Assets 2018: $25,223,913Liabilities 2018: $0Net Assets 2018: $25,223,9132018Assets 2019: $24,424,513Liabilities 2019: $0Net Assets 2019: $24,424,5132019Assets 2020: $20,051,549Liabilities 2020: $799,408Net Assets 2020: $19,252,1412020Assets 2021: $24,054,519Liabilities 2021: $977,715Net Assets 2021: $23,076,8042021Assets 2022: $22,230,320Liabilities 2022: $937,356Net Assets 2022: $21,292,9642022Assets 2023: $20,796,418Liabilities 2023: $10,045,051Net Assets 2023: $10,751,3672023Assets 2024: $23,082,244Liabilities 2024: $10,485,392Net Assets 2024: $12,596,8522024

Highlighted filing

2019

Assets$24,424,513
Liabilities$0
Net Assets$24,424,513
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$20M$10M$0-$10M-$20MRevenue 2011: $17,806,382Expenses 2011: $535,488Net Income 2011: $17,270,8942011Revenue 2012: $817,143Expenses 2012: $401,859Net Income 2012: $415,2842012Expenses 2013: $414,4612013Revenue 2014: $1,814,786Expenses 2014: $407,501Net Income 2014: $1,407,2852014Revenue 2015: $777,649Expenses 2015: $409,948Net Income 2015: $367,7012015Revenue 2016: $569,457Expenses 2016: $420,874Net Income 2016: $148,5832016Revenue 2017: $650,032Expenses 2017: $801,311Net Income 2017: -$151,2792017Revenue 2018: $1,330,157Expenses 2018: $1,172,390Net Income 2018: $157,7672018Revenue 2019: $879,467Expenses 2019: $1,172,916Net Income 2019: -$293,4492019Revenue 2020: $918,140Expenses 2020: $5,904,085Net Income 2020: -$4,985,9452020Revenue 2021: $737,826Expenses 2021: $794,169Net Income 2021: -$56,3432021Revenue 2022: $2,021,136Expenses 2022: $1,018,899Net Income 2022: $1,002,2372022Revenue 2023: $594,362Expenses 2023: $10,809,265Net Income 2023: -$10,214,9032023Revenue 2024: $777,518Expenses 2024: $905,675Net Income 2024: -$128,1572024

Highlighted filing

2019

Revenue$879,467
Expenses$1,172,916
Net Income-$293,449
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 9, 2020
Return Version
2018v3.1
Gross Receipts
$6,758,930
Mission and Program Overview

Mission

Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird Circle.

Blue Bird Foundation (the Foundation) was created in 1951 by The Blue Bird Circle (the Circle) to hold endowment assets for and provide financial support for the programs of The Blue Bird Circle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,583,479$19,944,540▼ $1,638,939
Investments Other Securities$3,640,434$4,479,973▲ $839,539
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$25,223,913$24,424,513▼ $799,400
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$25,223,913$24,424,513▼ $799,400
Total Net Assets Fund Balance$25,223,913$24,424,513▼ $799,400
Total Liabilities and Net Assets / Fund Balance$25,223,913$24,424,513▼ $799,400

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$25,223,913-▲ $265,456$1,050,000$24,424,513
2017$24,598,056-▲ $1,686,512$1,050,000$25,223,913
2016$23,274,625$2,000▲ $2,015,408$680,000$24,598,056
2015$24,788,330$2,000▼ $1,203,466$300,000$23,274,625
2014$24,180,317$2,300▲ $922,350$300,000$24,788,330
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Mary GannonPresident
Daniel AustinVice President
Amy NelsonBoard Member
Carolyn WilliamsBoard Member
Craig KlaasmeyerBoard Member
Ellen StoughBoard Member
John StoughBoard Member
Liana HillendahlBoard Member
Patti ArmesBoard Member
Robert VestewigBoard Member
Stephanie MaceyBoard Member
Karen GibbonsSecretary
Tiffany DoucetteTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyGraystoneInvestment mgmt1617 N Waterfront Pkwy, Wichita, KS 67206$108,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$879,467
Other Revenue
$0
Change in Net Assets
$-293,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$771,407
Revenue Not Reported on Financial Statements
$108,060
Revenue Not Reported on Form 990
$-505,951
Total Revenue per Audited Statements
$265,456
Total Revenue per Form 990
$879,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,050,000
Other Expenses$122,916
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,050,000--$1,050,000
Fees for Service Investment Mgmnt Fees-$108,060-$108,060
Fees for Services Accounting-$11,500-$11,500
Insurance-$2,448-$2,448
Office Expenses-$908-$908
Total Functional Expenses$1,050,000$122,916$0$1,172,916

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,172,916
Expenses per Audited Statements$1,064,856
Total Expenses per Audited Statements$1,064,856
Expenses Not Reported on Financial Statements$108,060
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Blue Bird CircleHouston, TX501(c)(3)Operations$1,050,000

International Summary

Spending
$3,011,323

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America / CaribbeanInvestments-00$3,011,323
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“John Stough and Ellen Stough have a family relationship.”

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

“Form 990 is reviewed by the President and the Treasurer. A copy of the Form is provided to all board members prior to filing.”

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

“Members of the Board of Directors must review and sign a Conflict of Interest questionnaire annually. The questionnaires are reviewed by the President. If a conflict of interest exists, the board member will be asked to resign.”

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

“Documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Blue Bird Foundation
EIN
74-6047176
Phone
7135280470
Address
615 West Alabama, Houston, TX 77006

Signing Officer

Name
Mary Gannon
Title
President
Signed
2020-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Gannon
Formed
1951
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

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

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. The Foundation's Board of Directors approves distributions based on the funding needs of the Circle.”

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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06049958
IRS990/GrossReceiptsAmt06758930
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02448
IRS990/InsuranceGrp/TotalAmt02448
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0708972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0708972
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03640434
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04479973
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021583479
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019944540
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05879463
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird Circle.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt025223913
IRS990/NetAssetsOrFundBalancesEOYAmt024424513
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0170495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0170495
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-505951
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0908
IRS990/OfficeExpensesGrp/TotalAmt0908
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mary Gannon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01050000
IRS990/PYInvestmentIncomeAmt01330157
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0122390
IRS990/PYRevenuesLessExpensesAmt0157767
IRS990/PYTotalExpensesAmt01172390
IRS990/PYTotalRevenueAmt01330157
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-293449
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741405134
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01172916
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Blue Bird Circle
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01172916
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014856
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025223913
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024424513
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265456
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010655
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024598056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025223913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01686512
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt023274625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024598056
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02015408
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0680000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012239
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt024788330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt023274625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1203466
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0300000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt016637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024180317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024788330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0922350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0300000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0108060
IRS990ScheduleD/ExpensesSubtotalAmt01064856
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0108060
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0108060
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-505951
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0-505951
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0108060
IRS990ScheduleD/RevenueSubtotalAmt0771407
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds are held to provide long-term financial support for the programs of The Blue Bird Circle. The Foundation's Board of Directors approves distributions based on the funding needs of the Circle.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueSecuritiesAmt04479973
IRS990ScheduleD/TotalExpensesPerForm990Amt01172916
IRS990ScheduleD/TotalRevenuePerForm990Amt0879467
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0265456
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01064856
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03011323
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America / Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,424,513
Liabilities
$0
Net assets
$24,424,513
Revenue
$879,467
Expenses
$1,172,916
Net income
-$293,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.1$10.5$12.6$0.78$0.91$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$10.0$10.8$0.59$10.8$10.2
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.94$21.3$2.02$1.02$1.00
2021Detailed filing. Detailed filing data is available for this year.$24.1$0.98$23.1$0.74$0.79$0.06
2020Detailed filing. Detailed filing data is available for this year.$20.1$0.80$19.3$0.92$5.90$4.99
2019Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$0.88$1.17$0.29
2018Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.33$1.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.65$0.80$0.15
2016Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$0.57$0.42$0.15
2015Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$0.78$0.41$0.37
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$1.81$0.41$1.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$0.00$22.0$0.41
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$20.0$0.82$0.40$0.42
2011Summary only. Only limited summary data is available for this year.$20.7$0.00$20.7$17.8$0.54$17.3