Civic Intelligence

Herbert G Birch Services Fund Inc

990EZ • Fiscal year 2016 • EIN 11-3339813

Jul 01, 2016 to Nov 16, 2016 • Filed on Oct 09, 2017

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

(212) 616-1800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $427,015 (-100%) from 2015

Net Assets

Down

$0

Down $353,845 (-100%) from 2015

Liabilities

Down

$0

Down $73,170 (-100%) from 2015

Revenue And Expenses

Revenue

Down

$189,779

Down $103,879 (-35%) from 2015

Expenses

Down

$112,813

Down $273,992 (-71%) from 2015

Net Income

Up

$76,966

Up $170,113 (+183%) 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: $370,1222016Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

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: $16,2772016Revenue 2016: $189,779Expenses 2016: $112,813Net Income 2016: $76,9662016

Highlighted filing

2016

Revenue$189,779
Expenses$112,813
Net Income$76,966
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Nov 16, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$199,554
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.

Program Services

DescriptionGrantsExpenses
ENRICHMENT AND SUPPORT PROGRAMS, SUCH AS TECHNOLOGY ADVANCEMENTS, SCHOOL SUPPLIES AND OTHER STUDENT ACTIVITIES. THE PROGRAMS ALSO INCLUDE SUPPORTIVE ACTIVITIES FOR THE NEW FRONTIER PROGRAMS AND RELATED ACTIVITIES.HERBERT G. BIRCH SERVICES FUND, INC. IS THE FUNDRAISING ARM OF BIRCH FAMILY SERVICES, INC., A RELATED 501(C)(3) ORGANIZATION. DURING THE REPORTING PERIOD 7/1/16 TO 11/15/16, ITS EFFORTS ALSO RAISED OVER $199,554 FOR BIRCH FAMILY SERVICES, INC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD F MAURERCEO To 1/10/16; Exec.Director T-$200,475$87,312$287,787
matthew sturialePresident/CEO, Effective 0-$267,258$14,341$281,599
JEAN RAWITTChair-$0--
DAN BRECHER ESQVice Chairman/Treasurer-$0--
ROBIN E KELLER ESQSecretary-$0--
ALAN L GOLDBERG CPABoard Member-$0--
JUDITH KAUFMAN FULLMERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k$72,404-$9,103-
Total Events$72,404-$9,103$-9,103
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
2017-10-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Staff Development. Amount: 223. Description: Food. Amount: 286. Description: Office Expenses. Amount: 2,177. Description: Travel. Amount: 171. Description: Information Technology. Amount: 85. Description: system maintenance. Amount: 2,124. Total to Form 990-EZ, line 16: 5,066.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: TRANSFER TO BIRCH FAMILY SERVICES. Amount: -447,088.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Pledges and Grants Receivable. Beg. of Year Amount: 27,000. End of Year Amount: 0. Description: Prepaid Expenses and Deferred Charges. Beg. of Year Amount: 5,771. End of Year Amount: 0.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Due to AFFILIATE. Beg. of Year Amount: 104,098. End of Year Amount: 0. Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 11,517. End of Year Amount: 0.

Raw XML Appendix227 raw XML fields

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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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Person(s) Involved: JEAN RAWITT, DAN BRECHER, ESQ., ROBIN E. KELLER, ESQ, ALAN L. GOLDBERG, CPA, JUDITH KAUFFMAN FULLMER
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Explanation of Involvement: THESE INDIVIDUALS SERVE AS THE GOVERNING BODY OF BIRCH FAMILY SERVICES, INC.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2e:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Staff Development. Amount: 223. Description: Food. Amount: 286. Description: Office Expenses. Amount: 2,177. Description: Travel. Amount: 171. Description: Information Technology. Amount: 85. Description: system maintenance. Amount: 2,124. Total to Form 990-EZ, line 16: 5,066.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TRANSFER TO BIRCH FAMILY SERVICES. Amount: -447,088.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Pledges and Grants Receivable. Beg. of Year Amount: 27,000. End of Year Amount: 0. Description: Prepaid Expenses and Deferred Charges. Beg. of Year Amount: 5,771. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Due to AFFILIATE. Beg. of Year Amount: 104,098. End of Year Amount: 0. Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 11,517. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Sturiale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02126161800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0herbert g birch services fund inc
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0113339813
ReturnHeader/Filer/PhoneNum02126161800
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 west 29th street 3rd floor
ReturnHeader/Filer/USAddress/CityNm0new york
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
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ReturnHeader/FilingSecurityInformation/IPTm008:07:17
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 Baylis Road Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06317527400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Yu CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-10T12:25:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02016-11-16
ReturnHeader/TaxYr02016

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