Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 13-3630494

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 05, 2018

Organization Profile
622 Third Avenue 33rd FloorNew York, NY 10017

(212) 867-8711

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

14th percentile

-7.3%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$17,019,305

Down $81,521 (-0.5%) from 2017

Net Assets

Down

$17,019,305

Down $81,521 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin9th percentile

Revenue

Down

$229,578

Down $159,589 (-41%) from 2017

Expenses

Down

$310,961

Down $2,781,420 (-90%) from 2017

Net Income

Up

-$81,383

Up $2,621,831 (+97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$17,019,305
Liabilities$0
Net Assets$17,019,305
Open 2018 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

2018

Revenue$229,578
Expenses$310,961
Net Income-$81,383
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

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

Filer Name
The Everett B and Patti Birch Foundation Inc
EIN
13-3630494
In Care Of
% C/O IK&COLLP-MARK R IMOWI
Address
622 THIRD AVENUE 33RD FLOOR, NEW YORK, NY 10017

Signing Officer

Name
Jessica Hirshbein
Title
Director
Phone
2128678711
Signed
2018-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Imowitz Koenig & Co Llp
Address
622 THIRD AVENUE 33RD FLOOR, NEW YORK, NY 10017
Preparer
Mark Imowitz
Phone
2128678711
Raw XML Appendix355 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR,SECRETARY&TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR,VICE PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO IK&COLLP-MARK R IMOWITZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128678711
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING, STATING THE NATURE, BACKGROUND, AND PURPOSE OF THE REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARK IMOWITZ-CO IMOWITZ KOENIGCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02128678711
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0622 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0251573
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0830090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0578517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02103440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0578517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01524923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01524923
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01524923
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02103440
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0160537
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0160537
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0138
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROPERTY OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CORPORATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7STORAGE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MESSENGER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9BOOKEEPING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12004
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt354991
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53474
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt64230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7665
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt811837
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt995
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt053217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12004
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt353217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt454991
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63474
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt74230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt911837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1095
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0456
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REPRESENTATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0456
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA HIRSHBEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02128678711
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EVERETT B AND PATTI BIRCH FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O IMOWITZ KOENIG & CO LLP
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0133630494
ReturnHeader/Filer/InCareOfNm0% C/O IK&COLLP-MARK R IMOWI
ReturnHeader/Filer/USAddress/AddressLine1Txt0622 THIRD AVENUE 33RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7EA2964B8C3FAF97C757B5D5F2FE936258A923C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023E96577C4690BB3CF2B53AEEBCC1A9BC4136018
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013095820190545000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.105.132.18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IMOWITZ KOENIG & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0622 THIRD AVENUE 33RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02128678711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK IMOWITZ
ReturnHeader/ReturnTs02019-02-23T09:27:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,019,305
Liabilities
$0
Net assets
$17,019,305
Revenue
$229,578
Expenses
$310,961
Net income
-$81,383
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