The Blue Bird Circle

EIN: 741405134 501(c)(3) Diseases & Disorders

Houston, TX

Total Revenue
$2,188,573
Total Expenses
$2,064,609
Total Assets
$16,517,110
Net Assets
$9,964,601
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
TX
Principal Officer
Gail Branca
Phone
7135280470
Tax Period
2024-06-01 to 2025-05-31

The Blue Bird Circle, founded in 1940, is a community nonprofit in the Diseases & Disorders sector that reported $2.2M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $2.1M left a modest 6% surplus.

Mission

To support facilities that treat & provide research for neurological disorders in children.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,445,555
Program Service Revenue $48,535
Investment Income $17
Other Revenue $-305,534
TOTAL REVENUE $2,188,573

Expense Breakdown

Grants Paid $1,702,745
Salaries & Benefits $148,248
Fundraising Expenses $62,929
Program Expenses $1,702,745
Other Expenses $183,616
TOTAL EXPENSES $2,064,609

Year-over-Year Comparison

2024 2023 Change
Revenue $2,188,573 $3,177,332 -0.3%
Expenses $2,064,609 $1,874,394 +0.1%
Net Income $123,964 $1,302,938 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
20
Volunteers
350

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Annette Griffith President 29.00
Officer Director
$0 $0 $0
Gail Branca President-Elect 10.00
Officer Director
$0 $0 $0
Margot Madsen 1st Vice President 10.00
Officer Director
$0 $0 $0
Carolyn May 2nd Vice President 22.00
Officer Director
$0 $0 $0
Deb Korkmas Treasurer 25.00
Officer Director
$0 $0 $0
Donna Bocchetto Secretary 9.00
Officer Director
$0 $0 $0
Ann Alexander Board Member 3.00
Director
$0 $0 $0
Debbie Armes Board Member 3.00
Director
$0 $0 $0
Sally Barber Board Member 26.00
Director
$0 $0 $0
Lynn Churay Board Member 3.00
Director
$0 $0 $0
Mary Frances Fabrizio Board Member 5.00
Director
$0 $0 $0
Mary Gannon Board Member 5.00
Director
$0 $0 $0
Trish Greaser Board Member 10.00
Director
$0 $0 $0
Michelle Lara Board Member 3.00
Director
$0 $0 $0
Annette Moore Board Member 3.00
Director
$0 $0 $0
Maggie Quick Board Member 23.00
Director
$0 $0 $0
Ellen Stough Board Member 3.00
Director
$0 $0 $0
Carole Thrower Board Member 3.00
Director
$0 $0 $0
Carolyn Williams Board Member 9.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,188,573 $2,064,609 $16,517,110 $123,964
2024 $3,177,332 $1,874,394 $16,965,692 $1,302,938
2023 $11,631,540 $10,558,814 $16,184,738 $1,072,726
2022 $1,645,337 $1,571,576 $7,337,128 $73,761
2021 $890,786 $767,712 $7,283,194 $123,074
2020 $5,797,160 $1,827,094 $7,198,072 $3,970,066
2019 $2,094,230 $1,771,554 $3,040,515 $322,676
2018 $1,998,465 $2,193,522 $2,807,675 $-195,057
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