Civic Intelligence

Blue Bird Foundation

990 • Fiscal year 2022 • EIN 74-6047176

Jun 01, 2021 to May 31, 2022 • Filed on Mar 29, 2023

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.46x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

25th percentile

-7.6%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

174%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$22,230,320

Down $1,824,199 (-7.6%) from 2021

Net Assets

Down

$21,292,964

Down $1,783,840 (-7.7%) from 2021

Liabilities

Down

$937,356

Down $40,359 (-4.1%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin88th percentile

Revenue

Up

$2,021,136

Up $1,283,310 (+174%) from 2021

Expenses

Up

$1,018,899

Up $224,730 (+28%) from 2021

Net Income

Up

$1,002,237

Up $1,058,580 (+1879%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$22,230,320
Liabilities$937,356
Net Assets$21,292,964
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$2,021,136
Expenses$1,018,899
Net Income$1,002,237
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Mar 29, 2023
Return Version
2021v4.2
Gross Receipts
$6,927,533
Mission and Program Overview

Mission

Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird 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$20,185,664$17,813,060▼ $2,372,604
Investments Other Securities$3,868,855$4,417,259▲ $548,404
Cash and Non-Interest-Bearing Accounts$0$1▲ $1
Total Assets$24,054,519$22,230,320▼ $1,824,199
Liabilities
Other Liabilities$975,915$937,356▼ $38,559
Accounts Payable and Accrued Expenses$1,800$0▼ $1,800
Total Liabilities$977,715$937,356▼ $40,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,076,804$21,292,964▼ $1,783,840
Total Net Assets Fund Balance$23,076,804$21,292,964▼ $1,783,840
Total Liabilities and Net Assets / Fund Balance$24,054,519$22,230,320▼ $1,824,199

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,417,259--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$23,076,804-▼ $877,155$900,000$21,292,964
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Gayle RunshangPresident
John StoughVice President
Abigail TonryBoard Member
Craig KlassmeyerBoard Member
Ellen StoughBoard Member
Jane WatsonBoard Member
Kathy DissenBoard Member
Marie BellBoard Member
Pat MioneBoard Member
Robert VestewigBoard Member
Vivian ThigpenBoard Member
Amy NelsonSecretary
Karen GibbonsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyGraystoneInvestment management1617 N Waterfront Pkwy, Wichita, KS 67206$112,214
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,021,136
Other Revenue
$0
Change in Net Assets
$1,002,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$900,000
Other Expenses$118,899
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$900,000--$900,000
Fees for Service Investment Mgmnt Fees-$112,214-$112,214
Fees for Services Accounting-$2,595-$2,595
Insurance-$2,580-$2,580
Occupancy-$1,000-$1,000
Fees for Services Other-$510-$510
Total Functional Expenses$900,000$118,899$0$1,018,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Blue Bird CircleHouston, TX501(c)(3)Operations$900,000

International Summary

Offices
0
Employees
0
Spending
$3,736,789

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 and the CaribbeanInvestments-00$3,736,789
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds held in trust for affiliate$937,356
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Section A, line 2

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

Form 990, Part VI, Section A, line 7A

“The Foundation has two classes of Trustees, Circle Trustees and Community Trustees. The Circle Trustees must comprise at least 51% of the Foundation's Trustees, and all Circle Trustees must also be Directors of The Blue Bird Circle at all times. The Circle Trustees are appointed by affirmative vote of the Blue Bird Circle Board of Directors. The Circle Trustees must include the President, President-Elect, and Treasurer of The Blue Bird Circle. The Community Trustees may not comprise more than 49% of the Foundation's Trustees.”

Form 990, Part VI, Section B, line 11B

“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, Section B, line 12C

“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, Section C, line 19

“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
Phone
7135280470
Signed
2023-03-29
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

Form 990, Part XI, Line 9

“Change in value of beneficial interest $37,039”

Financial Statement Notes

Part V, Line 4:

“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/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird Circle.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023076804
IRS990/NetAssetsOrFundBalancesEOYAmt021292964
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01514704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01514704
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2823116
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023076804
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021292964
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01000
IRS990/OccupancyGrp/TotalAmt01000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt037039
IRS990/OtherLiabilitiesGrp/BOYAmt0975915
IRS990/OtherLiabilitiesGrp/EOYAmt0937356
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gayle Runshang
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0675000
IRS990/PYInvestmentIncomeAmt0737826
IRS990/PYOtherExpensesAmt0119169
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-56343
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0794169
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0737826
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01002237
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741405134
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01018899
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Blue Bird Circle
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01018899
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06685
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023076804
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt021292964
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-877155
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0900000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019252141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023076804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04518443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0675000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024424513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019252141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0629794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05789256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025223913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024424513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01050000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024598056
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025223913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01686512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01050000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0937356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Funds held in trust for affiliate
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04417259
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Hedge funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04417259
IRS990ScheduleD/TotalLiabilityAmt0937356
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03736789
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt03736789
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The amount reportd on Part I, line 3(f) reflects the fair value of foreign investments at the end of the fiscal year.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Accounting Method:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 3f - Investments & Expenditures per Region
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt03736789
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0900000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Blue Bird Circle
IRS990ScheduleI/RecipientTable/RecipientEIN0741405134
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 West Alabama
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077006
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Blue Bird Foundation only makes grants to its supported organization, The Blue Bird Circle. The Foundation's Board of Directors approves distributions to The Blue Bird Circle based on the funding needs of the Circle.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John Stough and Ellen Stough have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation has two classes of Trustees, Circle Trustees and Community Trustees. The Circle Trustees must comprise at least 51% of the Foundation's Trustees, and all Circle Trustees must also be Directors of The Blue Bird Circle at all times. The Circle Trustees are appointed by affirmative vote of the Blue Bird Circle Board of Directors. The Circle Trustees must include the President, President-Elect, and Treasurer of The Blue Bird Circle. The Community Trustees may not comprise more than 49% of the Foundation's Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the President and Treasurer. A copy of the Form is provided to all board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Change in value of beneficial interest $37,039
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,230,320
Liabilities
$937,356
Net assets
$21,292,964
Revenue
$2,021,136
Expenses
$1,018,899
Net income
$1,002,237
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