Civic Intelligence

Birchwood Lakes Colony Club

EIN 22-3345579 • 501(c)4 • Medford, NJ

Profile

The birchwood lakes colony club provides the following services for the surrounding communities: 1. Manages a lake system, which receives water from a storm control drainage system (9.1 square mile area). 2. Provides facilities for national, state, local and school board elections. 3. Provides water resources for fire emergencies due to the lack of public water availbility (wells only). 4. Provides facilities for numerous scouting organizations. 5. Provides outdoor facilities for youth group sports (soccer, baseball, etc). 6. Maintains water facilities in conjunction with guidelines set forth by the new jersey fish and game division. 7. Maintains clubhouse, ballfield, tennis court, parking agreas, member & fire access areas (coves), lake dams, lake bottom, and bulk heading for all of the above for member and non-member recreational usage (177 members 2004). 8. Maintains all dam facilities in accordance with the new jersey dep dam safety division.

PO Box 382Medford, NJ 08055

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.14x

Higher debt load relative to assets than 35% of similar nonprofits.

NTEE L • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

1.70x

Higher debt load relative to revenue than 54% of similar nonprofits.

NTEE L • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

NTEE L • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

NTEE L • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

NTEE L • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

NTEE L • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,183,918

Down $201,929 (-8.5%) from 2022

Liabilities

Down

$305,997

Down $306,058 (-50%) from 2022

Net Assets

Up

$1,877,921

Up $104,129 (+5.9%) from 2022

Revenue

Down

$180,503

Down $38,649 (-18%) from 2022

Expenses

Up

$143,850

Up $12,101 (+9.2%) from 2022

Net Income

Down

$36,653

Down $50,750 (-58%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,743,494Liabilities 2010: $2,262,959Net Assets 2010: $480,5352010Assets 2011: $2,771,650Liabilities 2011: $2,139,524Net Assets 2011: $632,1262011Assets 2012: $2,732,326Liabilities 2012: $2,013,755Net Assets 2012: $718,5712012Assets 2013: $2,714,060Liabilities 2013: $1,886,380Net Assets 2013: $827,6802013Assets 2014: $2,710,870Liabilities 2014: $1,761,030Net Assets 2014: $949,8402014Assets 2015: $2,672,594Liabilities 2015: $1,604,259Net Assets 2015: $1,068,3352015Assets 2016: $2,649,298Liabilities 2016: $1,470,648Net Assets 2016: $1,178,6502016Assets 2017: $2,644,751Liabilities 2017: $1,334,417Net Assets 2017: $1,310,3342017Assets 2018: $2,598,203Liabilities 2018: $1,195,512Net Assets 2018: $1,402,6912018Assets 2019: $2,564,970Liabilities 2019: $1,053,879Net Assets 2019: $1,511,0912019Assets 2020: $2,496,196Liabilities 2020: $909,462Net Assets 2020: $1,586,7342020Assets 2021: $2,448,646Liabilities 2021: $762,257Net Assets 2021: $1,686,3892021Assets 2022: $2,385,847Liabilities 2022: $612,055Net Assets 2022: $1,773,7922022Assets 2024: $2,183,918Liabilities 2024: $305,997Net Assets 2024: $1,877,9212024

Highlighted filing

2024

Assets$2,183,918
Liabilities$305,997
Net Assets$1,877,921

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Expenses 2010: $129,9112010Revenue 2011: $283,600Expenses 2011: $132,009Net Income 2011: $151,5912011Expenses 2012: $129,2072012Revenue 2013: $241,054Expenses 2013: $131,945Net Income 2013: $109,1092013Revenue 2014: $245,193Expenses 2014: $123,033Net Income 2014: $122,1602014Revenue 2015: $245,682Expenses 2015: $127,187Net Income 2015: $118,4952015Revenue 2016: $235,718Expenses 2016: $125,403Net Income 2016: $110,3152016Revenue 2017: $267,685Expenses 2017: $136,001Net Income 2017: $131,6842017Revenue 2018: $225,688Expenses 2018: $133,331Net Income 2018: $92,3572018Revenue 2019: $251,668Expenses 2019: $143,268Net Income 2019: $108,4002019Revenue 2020: $208,113Expenses 2020: $132,470Net Income 2020: $75,6432020Revenue 2021: $237,013Expenses 2021: $137,358Net Income 2021: $99,6552021Revenue 2022: $219,152Expenses 2022: $131,749Net Income 2022: $87,4032022Revenue 2024: $180,503Expenses 2024: $143,850Net Income 2024: $36,6532024

Highlighted filing

2024

Revenue$180,503
Expenses$143,850
Net Income$36,653

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.31$1.88$0.18$0.14$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.61$1.77$0.22$0.13$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.76$1.69$0.24$0.14$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.91$1.59$0.21$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$1.05$1.51$0.25$0.14$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$1.20$1.40$0.23$0.13$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$1.33$1.31$0.27$0.14$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$1.47$1.18$0.24$0.13$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$1.60$1.07$0.25$0.13$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.71$1.76$0.95$0.25$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.71$1.89$0.83$0.24$0.13$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$2.01$0.72$0.13
2011Summary only. Only limited summary data is available for this year.$2.77$2.14$0.63$0.28$0.13$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$2.26$0.48$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$236,341
Mission and Program Overview

Mission

The birchwood lakes colony club provides the following services for the surrounding communities: 1. Manages a lake system, which receives water from a storm control drainage system (9.1 square mile area). 2. Provides facilities for national, state, local and school board elections. 3. Provides water resources for fire emergencies due to the lack of public water availbility (wells only). 4. Provides facilities for numerous scouting organizations. 5. Provides outdoor facilities for youth group sports (soccer, baseball, etc). 6. Maintains water facilities in conjunction with guidelines set forth by the new jersey fish and game division. 7. Maintains clubhouse, ballfield, tennis court, parking agreas, member & fire access areas (coves), lake dams, lake bottom, and bulk heading for all of the above for member and non-member recreational usage (157 members 2014). 8. Maintains all dam facilities in accordance with the new jersey dep dam safety division.

The birchwood lakes colony club provides the following services for the surrounding communities: 1. Manages a lake system, which receives water from a storm control drainage system (9.1 square mile area). 2. Provides facilities for national, state, local and school board elections. 3. Provides water resources for fire emergencies due to the lack of public water availbility (wells only). 4. Provides facilities for numerous scouting organizations. 5. Provides outdoor facilities for youth group sports (soccer, baseball, etc). 6. Maintains water facilities in conjunction with guidelines set forth by the new jersey fish and game division. 7. Maintains clubhouse, ballfield, tennis court, parking agreas, member & fire access areas (coves), lake dams, lake bottom, and bulk heading for all of the above for member and non-member recreational usage. 8. Maintains all dam facilities in accordance with the new jersey dep dam safety division.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,638,007$1,572,579▼ $65,428
Savings and Temporary Cash Investments$809,595$812,292▲ $2,697
Intangible Assets$1,043$975▼ $68
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,448,646$2,385,847▼ $62,799
Other Assets Total$1$1→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$762,257$612,055▼ $150,202
Total Liabilities$762,257$612,055▼ $150,202
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,664,460$1,751,863▲ $87,403
Net Assets With Donor Restrictions$21,929$21,929→ $0
Total Net Assets Fund Balance$1,686,389$1,773,792▲ $87,403
Total Liabilities and Net Assets / Fund Balance$2,448,646$2,385,847▼ $62,799

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,562,433$1,050,902$2,612,955
Other Land Buildings$9,424$11,826$21,250
Equipment$722$16,870$17,972
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vittorio AnepetePresident
Danny RossDirector
Frank ManeriDirector
Joe ZurzoloDirector
Robert CardwellDirector
Steve StraussDirector
Thomas LatestaDirector
Jeanne SchluthFinancial Sec.
Ashley PowellRec Secretary
David DuncanTreasurer
Gretchen ThompsonVP - Finance
John LawVP Lakes
Leo PratteVP Property
Angela MurphyVP Recreation
Revenue and Support

Revenue Composition

Contributions and Grants
$196,048
Program Service Revenue
$0
Investment Income
$3,084
Other Revenue
$20,020
All Other Contributions
$3,350
Change in Net Assets
$87,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$72,678--$72,678
Insurance$15,032--$15,032
Interest$13,910--$13,910
All Other Expenses$227$2,569-$2,796
Office Expenses-$2,658-$2,658
Other Expenses$1,720--$1,720
Fees for Services Accounting-$1,303-$1,303
Occupancy$163--$163
Total Functional Expenses$125,219$6,530$0$131,749
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,211
Fundraising Direct Expenses$8,133
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Triathlon$22,211$22,211$8,133$14,078
Total Events$22,211$22,211$8,133$14,078
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Birchwood Lakes Colony Club
EIN
22-3345579
Phone
6099533900
Address
PO BOX 382, MEDFORD, NJ 08055

Signing Officer

Name
Dave Duncan
Title
Treasurer
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Firm
Padden Cooper LLC
Address
150 HIMMELEIN RD, MEDFORD, NJ 08055
Preparer
Robyn G Rusinski CPA
Phone
6099531400
Raw XML AppendixShowing 400 of 436 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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IRS990/ActivityOrMissionDesc0THE BIRCHWOOD LAKES COLONY CLUB PROVIDES THE FOLLOWING SERVICES FOR THE SURROUNDING COMMUNITIES: 1. MANAGES A LAKE SYSTEM, WHICH RECEIVES WATER FROM A STORM CONTROL DRAINAGE SYSTEM (9.1 SQUARE MILE AREA). 2. PROVIDES FACILITIES FOR NATIONAL, STATE, LOCAL AND SCHOOL BOARD ELECTIONS. 3. PROVIDES WATER RESOURCES FOR FIRE EMERGENCIES DUE TO THE LACK OF PUBLIC WATER AVAILBILITY (WELLS ONLY). 4. PROVIDES FACILITIES FOR NUMEROUS SCOUTING ORGANIZATIONS. 5. PROVIDES OUTDOOR FACILITIES FOR YOUTH GROUP SPORTS (SOCCER, BASEBALL, ETC). 6. MAINTAINS WATER FACILITIES IN CONJUNCTION WITH GUIDELINES SET FORTH BY THE NEW JERSEY FISH AND GAME DIVISION. 7. MAINTAINS CLUBHOUSE, BALLFIELD, TENNIS COURT, PARKING AGREAS, MEMBER & FIRE ACCESS AREAS (COVES), LAKE DAMS, LAKE BOTTOM, AND BULK HEADING FOR ALL OF THE ABOVE FOR MEMBER AND NON-MEMBER RECREATIONAL USAGE. 8. MAINTAINS ALL DAM FACILITIES IN ACCORDANCE WITH THE NEW JERSEY DEP DAM SAFETY DIVISION.
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IRS990/Desc0THE BIRCHWOOD LAKES COLONY CLUB PROVIDES THE FOLLOWING SERVICES FOR THE SURROUNDING COMMUNITIES: 1. MANAGES A LAKE SYSTEM, WHICH RECEIVES WATER FROM A STORM CONTROL DRAINAGE SYSTEM (9.1 SQUARE MILE AREA). 2. PROVIDES FACILITIES FOR NATIONAL, STATE, LOCAL AND SCHOOL BOARD ELECTIONS. 3. PROVIDES WATER RESOURCES FOR FIRE EMERGENCIES DUE TO THE LACK OF PUBLIC WATER AVAILBILITY (WELLS ONLY). 4. PROVIDES FACILITIES FOR NUMEROUS SCOUTING ORGANIZATIONS. 5. PROVIDES OUTDOOR FACILITIES FOR YOUTH GROUP SPORTS (SOCCER, BASEBALL, ETC). 6. MAINTAINS WATER FACILITIES IN CONJUNCTION WITH GUIDELINES SET FORTH BY THE NEW JERSEY FISH AND GAME DIVISION. 7. MAINTAINS CLUBHOUSE, BALLFIELD, TENNIS COURT, PARKING AGREAS, MEMBER & FIRE ACCESS AREAS (COVES), LAKE DAMS, LAKE BOTTOM, AND BULK HEADING FOR ALL OF THE ABOVE FOR MEMBER AND NON-MEMBER RECREATIONAL USAGE. 8. MAINTAINS ALL DAM FACILITIES IN ACCORDANCE WITH THE NEW JERSEY DEP DAM SAFETY DIVISION.
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IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS LATESTA
IRS990/Form990PartVIISectionAGrp/PersonNm12FRANK MANERI
IRS990/Form990PartVIISectionAGrp/PersonNm13JOE ZURZOLO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Rec Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP LAKES
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCIAL SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP PROPERTY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP RECREATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/MissionDesc0THE BIRCHWOOD LAKES COLONY CLUB PROVIDES THE FOLLOWING SERVICES FOR THE SURROUNDING COMMUNITIES: 1. MANAGES A LAKE SYSTEM, WHICH RECEIVES WATER FROM A STORM CONTROL DRAINAGE SYSTEM (9.1 SQUARE MILE AREA). 2. PROVIDES FACILITIES FOR NATIONAL, STATE, LOCAL AND SCHOOL BOARD ELECTIONS. 3. PROVIDES WATER RESOURCES FOR FIRE EMERGENCIES DUE TO THE LACK OF PUBLIC WATER AVAILBILITY (WELLS ONLY). 4. PROVIDES FACILITIES FOR NUMEROUS SCOUTING ORGANIZATIONS. 5. PROVIDES OUTDOOR FACILITIES FOR YOUTH GROUP SPORTS (SOCCER, BASEBALL, ETC). 6. MAINTAINS WATER FACILITIES IN CONJUNCTION WITH GUIDELINES SET FORTH BY THE NEW JERSEY FISH AND GAME DIVISION. 7. MAINTAINS CLUBHOUSE, BALLFIELD, TENNIS COURT, PARKING AGREAS, MEMBER & FIRE ACCESS AREAS (COVES), LAKE DAMS, LAKE BOTTOM, AND BULK HEADING FOR ALL OF THE ABOVE FOR MEMBER AND NON-MEMBER RECREATIONAL USAGE. 8. MAINTAINS ALL DAM FACILITIES IN ACCORDANCE WITH THE NEW JERSEY DEP DAM SAFETY DIVISION.
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IRS990/OtherExpensesGrp/Desc2LANDSCAPING
IRS990/OtherExpensesGrp/Desc3PROPERTY MAINTENANCE
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IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0380
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09424
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011826
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021250
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01572579
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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