Civic Intelligence

The Everett B and Patti Birch Foundation Inc C/O Imowitz Koenig & Co LLP

990PF • Fiscal year 2013 • EIN 13-3630494

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 07, 2014

Organization Profile
622 Third Avenue 33rd FloorSuiteNew York, NY 10017
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$9,569,249

Up $129,997 (+1.4%) from 2012

Net Assets

Up

$9,569,249

Up $129,997 (+1.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin93rd percentile

Revenue

$178,304

No earlier filing loaded for comparison.

Expenses

Down

$48,307

Down $2,967,945 (-98%) from 2012

Net Income

$129,997

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,104,106Liabilities 2011: $02011Assets 2012: $9,439,252Liabilities 2012: $0Net Assets 2012: $9,439,2522012Assets 2013: $9,569,249Liabilities 2013: $0Net Assets 2013: $9,569,2492013Assets 2014: $9,556,707Liabilities 2014: $0Net Assets 2014: $9,556,7072014Assets 2015: $14,229,654Liabilities 2015: $0Net Assets 2015: $14,229,6542015Assets 2016: $19,786,810Liabilities 2016: $0Net Assets 2016: $19,786,8102016Assets 2017: $17,100,826Liabilities 2017: $0Net Assets 2017: $17,100,8262017Assets 2018: $17,019,305Liabilities 2018: $0Net Assets 2018: $17,019,3052018Assets 2019: $14,915,247Liabilities 2019: $02019Assets 2020: $5,923,873Liabilities 2020: $0Net Assets 2020: $5,923,8732020Assets 2021: $6,213,318Liabilities 2021: $0Net Assets 2021: $6,213,3182021Assets 2022: $1,837,142Liabilities 2022: $0Net Assets 2022: $1,837,1422022Assets 2023: $1,427,287Liabilities 2023: $0Net Assets 2023: $1,427,2872023Assets 2024: $1,054,402Liabilities 2024: $0Net Assets 2024: $1,054,4022024

Highlighted filing

2013

Assets$9,569,249
Liabilities$0
Net Assets$9,569,249
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $10,059,391Expenses 2011: $5,011,564Net Income 2011: $5,047,8272011Expenses 2012: $3,016,2522012Revenue 2013: $178,304Expenses 2013: $48,307Net Income 2013: $129,9972013Revenue 2014: $16,295Expenses 2014: $28,837Net Income 2014: -$12,5422014Revenue 2015: $4,701,146Expenses 2015: $28,199Net Income 2015: $4,672,9472015Revenue 2016: $5,693,739Expenses 2016: $243,605Net Income 2016: $5,450,1342016Revenue 2017: $389,167Expenses 2017: $3,092,381Net Income 2017: -$2,703,2142017Revenue 2018: $229,578Expenses 2018: $310,961Net Income 2018: -$81,3832018Revenue 2019: $248,249Expenses 2019: $2,329,572Net Income 2019: -$2,081,3232019Revenue 2020: -$2,539,601Expenses 2020: $6,458,839Net Income 2020: -$8,998,4402020Revenue 2021: $1,019,809Expenses 2021: $737,017Net Income 2021: $282,7922021Revenue 2022: $10,252Expenses 2022: $4,297,670Net Income 2022: -$4,287,4182022Revenue 2023: $51,536Expenses 2023: $472,300Net Income 2023: -$420,7642023Revenue 2024: $52,315Expenses 2024: $428,083Net Income 2024: -$375,7682024

Highlighted filing

2013

Revenue$178,304
Expenses$48,307
Net Income$129,997
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 7, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA HIRSHBEINDirector,Secretary&Treasurer-$0--
AVNA CASSINELLIDirector,Vice President-$0--
VARTAN GREGORIANDirector, President-$0--
NADIA EL BAROUDIDirector, Vice President-$0--
Filing and Contact Details

Filer

EIN
13-3630494
Raw XML Appendix302 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine1037 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine11KYRINIAS 1 APARTMENT 101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City0ST.THOMAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City1ACROPOLIS, 2008
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/ProvinceOrState0NICOSIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JESSICA HIRSHBEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1AVNA CASSINELLI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2VARTAN GREGORIAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR,SECRETARY&TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR,VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR, PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR, VICE PRESIDENT
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARK IMOWITZ-CO IMOWITZ KOENIGCO
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10622 THIRD AVENUE
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OtherExpensesSchedule/OtherExpenses/Description0ADVERTISEMENT
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE
OtherExpensesSchedule/OtherExpenses/Description2FILING FEES
OtherExpensesSchedule/OtherExpenses/Description3INVESTMENT ADVISORY FEES
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11293
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks313182
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0447
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0REPRESENTATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0447
TaxesSchedule/Taxes/Amount033000
TaxesSchedule/Taxes/Category0TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/NetInvestmentIncome033000
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0133630494
ReturnHeader/Filer/InCareOfName0% C/O IK&COLLP-MARK R IMOWI
ReturnHeader/Filer/Name/BusinessNameLine10THE EVERETT B AND PATTI BIRCH FOUNDATION INC
ReturnHeader/Filer/Name/BusinessNameLine20C/O IMOWITZ KOENIG & CO LLP
ReturnHeader/Filer/NameControl0EVER
ReturnHeader/Filer/USAddress/AddressLine10622 THIRD AVENUE 33RD FLOOR
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010017
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-07
ReturnHeader/Officer/Name0MARK R IMOWITZ
ReturnHeader/Officer/Phone02128678711
ReturnHeader/Officer/Title0manager
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IMOWITZ KOENIG & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10622 THIRD AVENUE 33RD FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010017
ReturnHeader/Preparer/Phone02128678711
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-08T10:07:59-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,569,249
Liabilities
$0
Net assets
$9,569,249
Revenue
$178,304
Expenses
$48,307
Net income
$129,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.43$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.47$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.01$4.30$4.29
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$1.02$0.74$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$2.54$6.46$9.00
2019Summary only. Only limited summary data is available for this year.$14.9$0.00$0.25$2.33$2.08
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.23$0.31$0.08
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.39$3.09$2.70
2016Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$5.69$0.24$5.45
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$4.70$0.03$4.67
2014Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.02$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.18$0.05$0.13
2012Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$3.02
2011Summary only. Only limited summary data is available for this year.$5.10$0.00$10.1$5.01$5.05