Civic Intelligence

Blue Bird Foundation

990 • Fiscal year 2021 • EIN 74-6047176

Jun 01, 2020 to May 31, 2021 • Filed on Oct 10, 2021

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

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

1.33x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

13th percentile

-7.6%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$24,054,519

Up $4,002,970 (+20%) from 2020

Net Assets

Up

$23,076,804

Up $3,824,663 (+20%) from 2020

Liabilities

Up

$977,715

Up $178,307 (+22%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin13th percentile

Revenue

Down

$737,826

Down $180,314 (-20%) from 2020

Expenses

Down

$794,169

Down $5,109,916 (-87%) from 2020

Net Income

Up

-$56,343

Up $4,929,602 (+99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$24,054,519
Liabilities$977,715
Net Assets$23,076,804
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$737,826
Expenses$794,169
Net Income-$56,343
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 10, 2021
Return Version
2020v4.0
Gross Receipts
$3,191,305
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$16,233,249$20,185,664▲ $3,952,415
Investments Other Securities$3,818,300$3,868,855▲ $50,555
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$20,051,549$24,054,519▲ $4,002,970
Other Assets Total-$0-
Liabilities
Other Liabilities$789,256$975,915▲ $186,659
Accounts Payable and Accrued Expenses$10,152$1,800▼ $8,352
Total Liabilities$799,408$977,715▲ $178,307
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,252,141$23,076,804▲ $3,824,663
Total Net Assets Fund Balance$19,252,141$23,076,804▲ $3,824,663
Total Liabilities and Net Assets / Fund Balance$20,051,549$24,054,519▲ $4,002,970

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$19,252,141-▲ $4,518,443$675,000$23,076,804
2019$24,424,513-▲ $629,794$5,789,256$19,252,141
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Gayle Runshang beg Oct 2020President
Mary Gannon to Sept 2020President
John StoughVice President
Craig KlaasmeyerBoard Member
Daniel AustinBoard Member
Ellen StoughBoard Member
Gail BrancaBoard Member
Jane WatsonBoard Member
Marie BellBoard Member
Robert VestewigBoard Member
Stephanie HoltBoard Member
Vivian ThigpenBoard Member
Amy NelsonSecretary
Karen GibbonsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyGraystoneInvestment mgmt1617 N Waterfront Pkwy, Wichita, KS 67206$108,968
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$737,826
Other Revenue
$0
Change in Net Assets
$-56,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$675,000
Other Expenses$119,169
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$675,000--$675,000
Fees for Service Investment Mgmnt Fees-$100,389-$100,389
Fees for Services Accounting-$15,020-$15,020
Insurance-$2,509-$2,509
Occupancy-$1,000-$1,000
Fees for Services Other-$251-$251
Total Functional Expenses$675,000$119,169$0$794,169
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Blue Bird CircleHouston, TX501(c)(3)Operations$675,000

International Summary

Spending
$2,933,780

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$2,933,780
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds held in trust for affiliate$975,915
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 35% controlled entity
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 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 are 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
Gayle Runshang
Title
President
Signed
2021-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gayle Runshang
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
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in value of beneficial interest = -$185139”

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/MissionDesc0Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird Circle.
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Gayle Runshang
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05789256
IRS990/PYInvestmentIncomeAmt0918140
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IRS990/PYRevenuesLessExpensesAmt0-4985945
IRS990/PYTotalExpensesAmt05904085
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-56343
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0794169
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Blue Bird Circle
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt018780
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0680000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0975915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Funds held in trust for affiliate
IRS990ScheduleD/RelatedOrgListSchRInd0false
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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,054,519
Liabilities
$977,715
Net assets
$23,076,804
Revenue
$737,826
Expenses
$794,169
Net income
-$56,343
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