Civic Intelligence

Herbert G Birch Services Fund Inc

990 • Fiscal year 2016 • EIN 11-3339813

Jul 01, 2015 to Jun 30, 2016 • Filed on May 24, 2017

104 west 29th street 3rd floornew york, NY 10001

(212) 616-1800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.24x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$284,421

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 78.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$485,737

Up $58,722 (+14%) from 2015

Net Assets

Up

$370,122

Up $16,277 (+4.6%) from 2015

Liabilities

Up

$115,615

Up $42,445 (+58%) from 2015

Revenue

Up

$364,516

Up $70,858 (+24%) from 2015

Expenses

Down

$348,239

Down $38,566 (-10.0%) from 2015

Net Income

Up

$16,277

Up $109,424 (+117%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $656,737Liabilities 2010: $282,455Net Assets 2010: $374,2822010Assets 2011: $643,534Liabilities 2011: $173,777Net Assets 2011: $469,7572011Assets 2012: $584,813Liabilities 2012: $12,680Net Assets 2012: $572,1332012Assets 2013: $590,317Liabilities 2013: $125,063Net Assets 2013: $465,2542013Assets 2014: $541,313Liabilities 2014: $94,321Net Assets 2014: $446,9922014Assets 2015: $427,015Liabilities 2015: $73,170Net Assets 2015: $353,8452015Assets 2016: $485,737Liabilities 2016: $115,615Net Assets 2016: $370,1222016

Highlighted filing

2016

Assets$485,737
Liabilities$115,615
Net Assets$370,122

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $313,6502010Revenue 2011: $397,088Expenses 2011: $301,613Net Income 2011: $95,4752011Revenue 2012: $205,082Expenses 2012: $102,706Net Income 2012: $102,3762012Revenue 2013: $236,333Expenses 2013: $343,212Net Income 2013: -$106,8792013Revenue 2014: $350,156Expenses 2014: $368,418Net Income 2014: -$18,2622014Revenue 2015: $293,658Expenses 2015: $386,805Net Income 2015: -$93,1472015Revenue 2016: $364,516Expenses 2016: $348,239Net Income 2016: $16,2772016

Highlighted filing

2016

Revenue$364,516
Expenses$348,239
Net Income$16,277
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 24, 2017
Return Version
2015v3.0
Gross Receipts
$437,386
Mission and Program Overview

Mission

To support programs run by Birch Family Services, Inc., a related 501(c)(3) organization, such as residential and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$369,375$452,966▲ $83,591
Savings and Temporary Cash Investments$31,997$0▼ $31,997
Pledges and Grants Receivable$20,250$27,000▲ $6,750
Prepaid Expenses and Deferred Charges$5,393$5,771▲ $378
Total Assets$427,015$485,737▲ $58,722
Liabilities
Other Liabilities$28,918$104,098▲ $75,180
Accounts Payable and Accrued Expenses$44,252$11,517▼ $32,735
Total Liabilities$73,170$115,615▲ $42,445
Net Assets / Fund Balance
Unrestricted Net Assets$310,328$324,684▲ $14,356
Temporarily Rstr Net Assets$43,517$45,438▲ $1,921
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$353,845$370,122▲ $16,277
Total Liabilities and Net Assets / Fund Balance$427,015$485,737▲ $58,722
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Gerald F MaurerCEO TO 1/10/16; SVP until 6/30/16$7,852$276,569$7,852

Board Members and Trustees

NameTitle
Jean RawittChair
matthew sturialePresident/CEO, effective 01/11/16
Dan Brecher EsqVice Chairman/treasurer
Alan L Goldberg CPABoard Member
Judith Kaufman FullmerBoard Member
Robin E Keller EsqSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$406,065
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$-41,550
All Other Contributions
$179,358
Change in Net Assets
$16,277

Audited Revenue Reconciliation

Revenue per Audited Statements
$364,516
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,348
Total Revenue per Audited Statements
$377,864
Total Revenue per Form 990
$364,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$348,239
Salaries, Compensation, and Employee Benefits$258,433
Other Expenses$89,806
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$186,435$186,435
Other Employee Benefits--$53,637$53,637
Occupancy--$23,940$23,940
Current Officers, Directors, Trustees, and Key Employees--$18,361$18,361
Information Technology--$11,548$11,548
Fees for Services Other--$10,000$10,000
Office Expenses--$9,110$9,110
Fees for Services Accounting--$5,000$5,000
Travel--$2,446$2,446
All Other Expenses--$923$923
Other Expenses--$750$750
Total Functional Expenses$0$0$348,239$348,239

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$361,587
Expenses per Audited Statements$348,239
Total Expenses per Form 990$348,239
Expenses Not Reported on Form 990$13,348
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,870
Fundraising Gross Income$31,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k$39,831-$6,832-
Annual Gala$218,196$31,320$25,019$6,301
Total Events$258,027$31,320$72,870$-41,550
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to AFFILIATE$104,098
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 B, line 11

FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. DRAFT 990 IS REVIEWED BY THE ORGanization's CEO, CFO AND CONTROLLER AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN DRAFT VIA ELECTRONIC MAIL, WITH AN OPPORTUNITY FOR THEM TO COMMENT OR MAKE INQUIRY BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.

Form 990, Part VI, Section B, line 12C

BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE FROM The COMPLIANCE OFFICER ON HOW TO HANDLE THE SITUATION. BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT ANY POTENTIAL CONFLICT OF INTEREST ON AN ANNUAL BASIS.

Form 990, Part VI, Section B, line 15

The president/ceo receives compensation from birch family services, inc., a related organization. Birch family services, inc, uses approval by the board or compensation committee to establish the compensation of the president/ceo. The organization does not compensate any officer or key employee.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Form 990, Part VII, Section A and Schedule J, Part II

ALLOCATION OF COMPENSATION TO FILING AND RELATED ORGANIZATIONS: GERALD F. MAURER'S, CHIEF EXECUTIVE OFFICER, COMPENSATION WAS INTERNALLY ALLOCATED TO A RELATED ORGANIZATION, BIRCH FAMILY SERVICES, INC. EIN 11-2503193. Matthew Sturiale's, CHIEF EXECUTIVE OFFICER as of January 11, 2016, compensation was internally allocated to a related organization, Birch Family Services, Inc. EIN 11-2503193. A FORM W-2 WAS NOT ISSUED BY THE REPORTING ORGANIZATION.

Filing and Contact Details

Filer

Filer Name
herbert g birch services fund inc
EIN
11-3339813
Phone
2126161800
Address
104 west 29th street 3rd floor, new york, NY 10001

Signing Officer

Name
Matthew Sturiale
Title
President/CEO
Phone
2126161800
Signed
2017-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Sturiale
Formed
1977
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
125 Baylis Road Suite 300, Melville, NY 11747
Preparer
Patrick Yu CPA
Phone
6317527400
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

HERBERT G. BIRCH SERVICES FUND adopted the provisions of Accounting Standards Codification ("ASC") 740, "Income Taxes". Under ASC 740, an entity may only recognize or continue to recognize tax positions that meet a "more-likely-than-not" threshold. HERBERT G. BIRCH SERVICES FUND HAS evaluated their tax positions for the year ended June 30, 2016, and do not believe they have any uncertain tax positions that would qualify for either recognition or disclosure in the accompanying combined financial statements. Additionally, HERBERT G. BIRCH SERVICES FUND HAS filed IRS Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended June 30, 2016, there were no interest or penalties recorded or included in the combined statement of activities. HERBERT G. BIRCH SERVICES FUND IS subject to routine audits by federal, state and local taxing authorities. As of June 30, 2016, HERBERT G. BIRCH SERVICES FUND wAS not subject to any examination by the taxing authority.

Part XI, Line 2D - Other Adjustments:

Additional fundraising expenses 13,348.

Part XII, Line 2D - Other Adjustments:

Additional fundraising expenses 13,348.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
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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/EIN0112503193
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BIRCH FAMILY SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt013348
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0348239
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt013348
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0104098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to AFFILIATE
IRS990ScheduleD/OtherRevenueAmt013348
IRS990ScheduleD/RevenueNotReportedAmt013348
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0364516
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HERBERT G. BIRCH SERVICES FUND adopted the provisions of Accounting Standards Codification ("ASC") 740, "Income Taxes". Under ASC 740, an entity may only recognize or continue to recognize tax positions that meet a "more-likely-than-not" threshold. HERBERT G. BIRCH SERVICES FUND HAS evaluated their tax positions for the year ended June 30, 2016, and do not believe they have any uncertain tax positions that would qualify for either recognition or disclosure in the accompanying combined financial statements. Additionally, HERBERT G. BIRCH SERVICES FUND HAS filed IRS Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended June 30, 2016, there were no interest or penalties recorded or included in the combined statement of activities. HERBERT G. BIRCH SERVICES FUND IS subject to routine audits by federal, state and local taxing authorities. As of June 30, 2016, HERBERT G. BIRCH SERVICES FUND wAS not subject to any examination by the taxing authority.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADDITIONAL FUNDRAISING EXPENSES 13,348.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADDITIONAL FUNDRAISING EXPENSES 13,348.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0348239
IRS990ScheduleD/TotalLiabilityAmt0104098
IRS990ScheduleD/TotalRevenuePerForm990Amt0364516
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0377864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0361587
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0226707
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0186876
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt039831
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt072870
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt025499
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01536
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt027035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0218196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt039831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0258027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031320
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-41550
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031851
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025019
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06832
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013984
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013984
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt07852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0248721
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010391
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt08161
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GERALD F MAURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ceo TO 1/10/16; SVP until 6/30/16
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt07852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0276569
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO RECEIVES COMPENSATION FROM BIRCH FAMILY SERVICES, INC., A RELATED ORGANIZATION. BIRCH FAMILY SERVICES, INC, USES APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. DRAFT 990 IS REVIEWED BY THE ORGanization's CEO, CFO AND CONTROLLER AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN DRAFT VIA ELECTRONIC MAIL, WITH AN OPPORTUNITY FOR THEM TO COMMENT OR MAKE INQUIRY BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE FROM The COMPLIANCE OFFICER ON HOW TO HANDLE THE SITUATION. BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT ANY POTENTIAL CONFLICT OF INTEREST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT/CEO RECEIVES COMPENSATION FROM BIRCH FAMILY SERVICES, INC., A RELATED ORGANIZATION. BIRCH FAMILY SERVICES, INC, USES APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE PRESIDENT/CEO. THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALLOCATION OF COMPENSATION TO FILING AND RELATED ORGANIZATIONS: GERALD F. MAURER'S, CHIEF EXECUTIVE OFFICER, COMPENSATION WAS INTERNALLY ALLOCATED TO A RELATED ORGANIZATION, BIRCH FAMILY SERVICES, INC. EIN 11-2503193. Matthew Sturiale's, CHIEF EXECUTIVE OFFICER as of January 11, 2016, compensation was internally allocated to a related organization, Birch Family Services, Inc. EIN 11-2503193. A FORM W-2 WAS NOT ISSUED BY THE REPORTING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BIRCH FAMILY SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112503193
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE PROVIDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0104 WEST 29TH STREET 3RD FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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