BLUE BIRD CIRCLE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLUE BIRD CIRCLE (EIN 74-1405134)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202421069349301642
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T14:39:44-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741405134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Blue Bird Circle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 7135280470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66027 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Abigail Tonry | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7135280470 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Abigail | PersonFirstNm |
| Person Last | Tonry | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Abigail Tonry | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66027 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,273,048 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thebluebirdcircle.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To support facilities that treat & provide research for neurological disorders in children. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,781,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,663,191 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,583 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$174,860 | PYOtherRevenueAmt |
| CY Other Revenue | -$74,351 | CYOtherRevenueAmt |
| PY Total Revenue | $1,645,337 | PYTotalRevenueAmt |
| CY Total Revenue | $11,631,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,259,494 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,963,002 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $106,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $120,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $144,427 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,720 | PYOtherExpensesAmt |
| CY Other Expenses | $449,812 | CYOtherExpensesAmt |
| PY Total Expenses | $1,571,576 | PYTotalExpensesAmt |
| CY Total Expenses | $10,558,814 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,072,726 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,337,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,184,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $312,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,079,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,024,587 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,105,008 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $403,290 | ExpenseAmt |
| Grant | $403,290 | GrantAmt |
| Desc | Approximately 350 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 (the 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.Continued on Schedule O. 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,833,968 | ExpenseAmt |
| Grant | $8,833,968 | GrantAmt |
| Revenue | $42,700 | RevenueAmt |
| Desc | The Blue Bird Circle Clinic for Pediatric Neurology at Texas Children's Hospital is one of the largest neurology service centers in the United States, specializing in the diagnosis, treatment and follow-up care of neurological disorders in children. With over 20,000 patient encounters each year, the large team of specialists cares for patients with more than 450 neurological disorders including epilepsy, multiple sclerosis, developmental delay, sleep disorders, stroke, cortical malformations, and brain tumors. The Clinic also diagnoses and treats such rare disorders as Rett syndrome, Angelman syndrome, Fragile X syndrome, Batten disease, and Prader-Willi syndrome. Satellite neurology clinics are located in Clear Lake, Sugar Land, the Woodlands, and TCH West Campus. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $370,000 | ExpenseAmt |
| Grant | $370,000 | GrantAmt |
| Desc | The Blue Bird Circle Developmental Neurogenetics Laboratory at Baylor College of Medicine continues to perform ground-breaking research into the causes and treatments of neurological disorders in both children and adults including seizures, stroke, brain trauma and other neurodegenerative disorders. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $355,744 | ExpenseAmt |
| Grant | $355,744 | GrantAmt |
| Desc | The Blue Bird Circle Rett Center at Baylor College of Medicine is one of the few centers in the world that specializes in the diagnosis and care of patients with Rett Syndrome, a neuro-developmental disorder that develops almost exclusively in females. The syndrome causes chronic neurological problems that include severe communication and motor disabilities. There is no known cure for the disorder, but the Center offers a multi-disciplinary approach focused on care, education, and research that will improve the quality of life for patients and their families. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $355,744 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $355,744 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,963,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Bird Circle Treasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135280470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66027 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Abigail Tonry | |||||||
| President | 21.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janet Lindley | |||||||
| 1st Vice President | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Debbie Armes | |||||||
| 2nd Vice President | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathy Dissen | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Judi Shrader | |||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Linda Bell | |||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marie Bell | |||||||
| Board Member | 21.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gail Branca | |||||||
| Board Member | 12.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ann Garcia | |||||||
| Board Member | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lynnette Mafrige | |||||||
| Board Member | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Amy Reid | |||||||
| Board Member | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Diane Rhoads | |||||||
| Board Member | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gina Saour | |||||||
| Board Member | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Vivian Thigpen | |||||||
| Board Member | 21.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Watson | |||||||
| Board Member | 12.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Helen Welk | |||||||
| Board Member | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Your Part-Time Controller | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1209 | AddressLine1Txt |
| City | Mount Laurel | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Accounting | ServicesDesc |
| Compensation | $123,074 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $34,315 | MembershipDuesAmt |
| Fundraising | $301,585 | FundraisingAmt |
| Related Organizations | $10,700,000 | RelatedOrganizationsAmt |
| All Other Contributions | $627,291 | AllOtherContributionsAmt |
| Noncash Contributions | $375,097 | NoncashContributionsAmt |
| Total Contributions | $11,663,191 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Circle projects | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,700 | TotalProgramServiceRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,820 | TotalRevenueColumnAmt |
| Exclusion | $124,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $139,134 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $301,585 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,592 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,458 | TotalRevenueColumnAmt |
| Exclusion | -$3,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,303,203 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,498,916 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$195,713 | TotalRevenueColumnAmt |
| Exclusion | -$195,713 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,631,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,700 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$74,351 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,963,002 | TotalAmt |
| Program Services | $9,963,002 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,860 | TotalAmt |
| Management And General | $109,860 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745 | TotalAmt |
| Management And General | $1,745 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,395 | TotalAmt |
| Management And General | $8,395 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,575 | TotalAmt |
| Management And General | $7,575 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,974 | TotalAmt |
| Management And General | $177,974 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Fundraising | $26,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,601 | TotalAmt |
| Management And General | $3,601 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,034 | TotalAmt |
| Management And General | $34,941 | ManagementAndGeneralAmt |
| Fundraising | $54,093 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,727 | TotalAmt |
| Management And General | $26,727 | ManagementAndGeneralAmt |
| Fundraising | $11,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,587 | TotalAmt |
| Management And General | $19,642 | ManagementAndGeneralAmt |
| Fundraising | $23,945 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,392 | TotalAmt |
| Management And General | $5,072 | ManagementAndGeneralAmt |
| Fundraising | $4,320 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356 | TotalAmt |
| Management And General | $356 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,304 | TotalAmt |
| Management And General | $26,304 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,145 | TotalAmt |
| Management And General | $22,145 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,705 | TotalAmt |
| Management And General | $6,705 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Project expenses | $15,617 | $343 | $15,274 |
| Special events | $9,795 | $9,795 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,558,814 | TotalAmt |
| Program Services | $9,963,002 | ProgramServicesAmt |
| Management And General | $451,385 | ManagementAndGeneralAmt |
| Fundraising | $144,427 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,862 | BOYAmt |
| EOY | $1,061,093 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,736 | BOYAmt |
| EOY | $9,110,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,775 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,313 | BOYAmt |
| EOY | $14,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,878,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,828,148 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,271,853 | BOYAmt |
| EOY | $5,050,400 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,233 | BOYAmt |
| EOY | $3,233 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,356 | BOYAmt |
| EOY | $945,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,337,128 | BOYAmt |
| EOY | $16,184,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,943 | BOYAmt |
| EOY | $154,684 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,598 | BOYAmt |
| EOY | $7,925,046 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,541 | BOYAmt |
| EOY | $8,079,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,759 | BOYAmt |
| EOY | $7,138,662 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,828 | BOYAmt |
| EOY | $966,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,024,587 | BOYAmt |
| EOY | $8,105,008 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,337,128 | BOYAmt |
| EOY | $16,184,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,072,726 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $7,695 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,686,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $996,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,275,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,139,237 | CurrentTaxYearAmt |
| Total | $19,806,486 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,700 | CurrentTaxYearAmt |
| Total | $151,707 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,134,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $746,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,914,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,303,203 | CurrentTaxYearAmt |
| Total | $7,793,404 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,877,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,450,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,710,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,228,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,485,140 | CurrentTaxYearAmt |
| Total | $27,751,597 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,171,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $395,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,177,426 | CurrentTaxYearAmt |
| Total | $16,314,379 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,171,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $395,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,177,426 | CurrentTaxYearAmt |
| Total | $16,314,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,437,218 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $777,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $481,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $619,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,074 | CurrentTaxYearAmt |
| Total | $3,440,636 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $777,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $481,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $619,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,074 | CurrentTaxYearAmt |
| Total | $3,440,636 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,790,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,227,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,191,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,848,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,134,214 | CurrentTaxYearAmt |
| Total | $31,192,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.36670 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51110 | PublicSupportPY509Pct |
| Investment Income CY | 0.11030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16880 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Line 10a | FormAndLineReferenceDesc |
| Explanation | The Blue Bird Circle received $10,700,000 from its supporting organization, The Blue Bird Foundation, during the current tax year. Due to the attribution rule of Reg. 1.509(a)-5(a)(3), $524,254 is reflected as investment income on line 10a of Schedule A. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,231,941 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,700,000 | OtherExpendituresAmt |
| Administrative Expenses | $15,633 | AdministrativeExpensesAmt |
| End Year Balance | $11,696,418 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,052,820 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$914,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $900,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,685 | AdministrativeExpensesAmt |
| End Year Balance | $22,231,941 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,041,397 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $4,703,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $675,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,259 | AdministrativeExpensesAmt |
| End Year Balance | $24,052,820 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,305,183 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $661,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,912,667 | OtherExpendituresAmt |
| Administrative Expenses | $12,910 | AdministrativeExpensesAmt |
| End Year Balance | $20,041,397 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,056,167 | BeginningYearBalanceAmt |
| Contributions | $800 | ContributionsAmt |
| Investment Earnings Or Losses | $314,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,051,303 | OtherExpendituresAmt |
| Administrative Expenses | $14,856 | AdministrativeExpensesAmt |
| End Year Balance | $25,305,183 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05985 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02095 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,670 | OtherCostOrOtherBasisAmt |
| Book Value | $303,670 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $414,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $363,377 | DepreciationAmt |
| Book Value | $51,409 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,802,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,217,040 | DepreciationAmt |
| Book Value | $4,585,687 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $357,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,731 | DepreciationAmt |
| Book Value | $109,634 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,050,400 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interest in Foundation assets | Desc |
| Book Value | $945,051 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $945,051 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The endowment funds are held to provide long-term financial support for the programs of the Blue Bird Circle. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cate Collaborative | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4505 Mandell | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Grant-writing | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $200,141 | GrossReceiptsAmt |
| Retained By Contractor | $26,000 | RetainedByContractorAmt |
| Net To Organization | $174,141 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $200,141 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $26,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $174,141 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $440,719 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $301,585 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $139,134 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,734 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $66,588 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,095 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,175 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $440,719 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $301,585 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $139,134 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,734 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $66,588 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,095 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,175 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,592 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,458 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Baylor College of Medicine | ||||||||
| One Baylor - MS BCM 204 | Houston | TX | 77030 | 741613878 | 501(c)(3) | $355,744 | $0 | Rett Center |
| Texas Children's Hospital | ||||||||
| PO Box 300630 | Houston | TX | 77230 | 741100555 | 501(c)(3) | $403,290 | $0 | Clinical Research Center |
| Baylor College of Medicine | ||||||||
| One Baylor - MS BCM 204 | Houston | TX | 77030 | 741613878 | 501(c)(3) | $370,000 | $0 | Neurogenetics Laboratory |
| Texas Children's Hospital | ||||||||
| PO Box 300630 | Houston | TX | 77230 | 741100555 | 501(c)(3) | $8,833,968 | $0 | Duncan Neurological Research Institute |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization monitors the use of grant funds by reviewing the recipients' budget schedules and monthly itemized statements. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $317,497 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sales proceeds | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 97 | $50,819 | FMV |
| Yes (X) | Supplies | 1 | $5,409 | Cash |
| Yes (X) | Raffle items | 19 | $1,372 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Blue Bird Circle is a membership organization. |
| Form 990, Part VI, Section A, line 7a | All members of the organization may vote to elect members of the Board of Directors. |
| Form 990, Part VI, Section A, line 7b | Changes to the Bylaws must be approved by the membership. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by organization's President. A copy of the Form is provided to the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Members of the Board of Directors are covered by the conflict of interest policy. 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, Section C, line 19 | Available upon request. |
| Form 990, Part XI, line 9: | Change in value of beneficial interest 7,695. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Bird Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66027 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746047176 | EIN |
| Primary Activities | Support The Blue Bird Circle programs | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12a | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Blue Bird Circle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Bird Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $10,700,000 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |