Civic Intelligence

Birches School Inc.

990 • Fiscal year 2020 • EIN 45-4488863

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.BIRCHESSCHOOL.ORG

View Organization Page

PO Box 237Lincoln, MA 01773

(617) 461-6993

Siviq Scores

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

Liabilities / Assets

66th percentile

0.25x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.79x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

4.2%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$4,842,165

Up $197,259 (+4.2%) from 2019

Net Assets

Up

$3,647,410

Up $112,427 (+3.2%) from 2019

Liabilities

Up

$1,194,755

Up $84,832 (+7.6%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin61st percentile

Revenue

Up

$1,507,293

Up $416,133 (+38%) from 2019

Expenses

Up

$1,335,078

Up $216,107 (+19%) from 2019

Net Income

Up

$172,215

Up $200,026 (+719%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $20,958Liabilities 2012: $33,5652012Assets 2013: $69,134Liabilities 2013: $60,913Net Assets 2013: $8,2212013Assets 2014: $192,473Liabilities 2014: $81,175Net Assets 2014: $111,2982014Assets 2015: $363,420Liabilities 2015: $93,472Net Assets 2015: $269,9482015Assets 2016: $586,254Liabilities 2016: $152,712Net Assets 2016: $433,5422016Assets 2017: $3,829,144Liabilities 2017: $317,287Net Assets 2017: $3,511,8572017Assets 2018: $4,587,787Liabilities 2018: $1,024,993Net Assets 2018: $3,562,7942018Assets 2019: $4,644,906Liabilities 2019: $1,109,923Net Assets 2019: $3,534,9832019Assets 2020: $4,842,165Liabilities 2020: $1,194,755Net Assets 2020: $3,647,4102020Assets 2021: $5,169,668Liabilities 2021: $1,306,073Net Assets 2021: $3,863,5952021Assets 2022: $6,091,019Liabilities 2022: $2,198,683Net Assets 2022: $3,892,3362022Assets 2023: $6,189,768Liabilities 2023: $2,040,206Net Assets 2023: $4,149,5622023Assets 2024: $6,151,565Liabilities 2024: $2,016,136Net Assets 2024: $4,135,4292024Assets 2025: $6,230,027Liabilities 2025: $1,885,002Net Assets 2025: $4,345,0252025

Highlighted filing

2020

Assets$4,842,165
Liabilities$1,194,755
Net Assets$3,647,410
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $78,559Expenses 2012: $91,166Net Income 2012: -$12,6072012Revenue 2013: $137,375Expenses 2013: $116,548Net Income 2013: $20,8272013Revenue 2014: $367,791Expenses 2014: $264,715Net Income 2014: $103,0762014Revenue 2015: $565,332Expenses 2015: $406,682Net Income 2015: $158,6502015Revenue 2016: $809,112Expenses 2016: $645,518Net Income 2016: $163,5942016Revenue 2017: $3,979,909Expenses 2017: $901,594Net Income 2017: $3,078,3152017Revenue 2018: $1,013,427Expenses 2018: $962,490Net Income 2018: $50,9372018Revenue 2019: $1,091,160Expenses 2019: $1,118,971Net Income 2019: -$27,8112019Revenue 2020: $1,507,293Expenses 2020: $1,335,078Net Income 2020: $172,2152020Revenue 2021: $1,915,418Expenses 2021: $1,699,233Net Income 2021: $216,1852021Revenue 2022: $2,463,626Expenses 2022: $2,434,885Net Income 2022: $28,7412022Revenue 2023: $2,740,606Expenses 2023: $2,483,380Net Income 2023: $257,2262023Revenue 2024: $2,411,993Expenses 2024: $2,426,126Net Income 2024: -$14,1332024Revenue 2025: $2,631,930Expenses 2025: $2,422,334Net Income 2025: $209,5962025

Highlighted filing

2020

Revenue$1,507,293
Expenses$1,335,078
Net Income$172,215
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$1,507,293
Mission and Program Overview

Mission

Birches school is an independent, co-educational kindergarten through 8th grade school offering rigorous, interdisciplinary academics within a mindful, nurturing environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,054,277$3,975,873▼ $78,404
Savings and Temporary Cash Investments$443,281$527,665▲ $84,384
Cash and Non-Interest-Bearing Accounts$93,474$242,214▲ $148,740
Intangible Assets$29,255$27,774▼ $1,481
Prepaid Expenses and Deferred Charges$27,744$19,183▼ $8,561
Accounts Receivable$26,129$5,956▼ $20,173
Total Assets$4,674,160$4,842,165▲ $168,005
Other Assets Total$0$43,500▲ $43,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$895,267$866,137▼ $29,130
Deferred Revenue$147,018$166,362▲ $19,344
Accounts Payable and Accrued Expenses$146,871$158,395▲ $11,524
Other Liabilities$9,808$3,861▼ $5,947
Total Liabilities$1,198,964$1,194,755▼ $4,209
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,464,884$3,572,438▲ $107,554
Net Assets With Donor Restrictions$10,312$74,972▲ $64,660
Total Net Assets Fund Balance$3,475,196$3,647,410▲ $172,214
Total Liabilities and Net Assets / Fund Balance$4,674,160$4,842,165▲ $168,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,454,453$169,600$3,624,053
Land$510,507-$510,507
Other Land Buildings$10,913$3,260$14,173
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Frederique BeginPresident
Jane PriceVice Chair
Elizabeth Ten GrotenhuisClerk/director
Alexis BorggaardDirector
Ann KaniaDirector
Cecily WardellDirector
James McclutchyDirector
John a Crawford MbaDirector
Kathleen DorkinDirector
Merton FlemingsDirector
David SpencerIncoming Treasurer
Laura LechOutgoing Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,712
Program Service Revenue
$1,328,363
Investment Income
$4,384
Other Revenue
$8,834
All Other Contributions
$165,712
Change in Net Assets
$172,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$861,090
Other Expenses$473,988
Total Fundraising Expense$6,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$579,468$181,544-$761,012
Depreciation Depletion$95,214--$95,214
Payroll Taxes$51,630$16,050-$67,680
Fees for Services Accounting-$64,303-$64,303
Fees for Services Other-$54,794-$54,794
Interest$38,008--$38,008
All Other Expenses$20,315$8,096$6,792$35,203
Office Expenses$15,958$11,605-$27,563
Insurance-$23,563-$23,563
Other Expenses$24,611$20,606-$20,606
Other Employee Benefits$3,543$14,709-$18,252
Pension Plan Contributions$14,056$90-$14,146
Fees for Services Legal-$3,130-$3,130
Advertising-$2,312-$2,312
Travel-$553-$553
Total Functional Expenses$867,767$460,519$6,792$1,335,078
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,834
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$3,861
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Merton flemings and elizabeth ten grotenhuis are married and both are sit as directors for the birches school inc. Cecily wardell is a consultant and director of birches school inc. And is also the daughter of merton flemings and elizabeth ten grotenhuis.”

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

“After the audit is completed the tax return is prepared by colonial bookkeeping & tax, inc. The form 990 is then given to the finance committee at birches school inc. For review . The finance committee reviews and then approves the return to be distributed to all members of the board for review. The return is distributed to the board and the e-file forms are signed and then colonial bookkeeping & tax, inc. Process the return.”

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

“At the bi annual meetings the board of directors reviews the policy and requires all directors to sign and disclose any conflicts of interest that currently exist. The matter is discussed at great lengths and a determination is made regarding disclosure and any additional actions that are required with the school's legal council.”

Form 990, Part VI, Section C, Line 19

“All information is available to the public upon their request. They should contact directly laura lech at [email protected] or by calling 508-523-2505.”

Filing and Contact Details

Filer

Filer Name
Birches School Inc
EIN
45-4488863
Phone
6174616993
Address
PO BOX 237, LINCOLN, MA 01773

Signing Officer

Name
Merton Flemings
Title
Treasurer
Phone
7812752284
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Spencer
Formed
2012
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
26
Volunteers
0

Preparer

Firm
Colonial Bookkeeping & Tax Inc
Address
97 LOWELL ROAD 3RD FLOOR UNIT A-10, CONCORD, MA 01742
Preparer
Laura Lech
Phone
5085232505
Supplemental Narrative

Additional Explanations

Section A Question 2

“Merton flemings and elizabeth ten grotenhuis are married and both are sit as directors for the birches school inc. Cecily wardell is an consultant and director of birches school inc. And is also the daughter of merton flemings and elizabeth ten grotenhuis.”

Section B Line 11A

“The board approved the use of a finance committee to review all federal and state tax returns. The returns are reviewed and approved by the finance committee and then reported to the board.”

Financial Statement Notes

Part X Line 25 Column A

“Credit card payable in the amount of $3,861 for the year ended june 30, 2020”

Raw XML AppendixShowing 400 of 467 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0146871
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0158395
IRS990/AccountsReceivableGrp/BOYAmt026129
IRS990/AccountsReceivableGrp/EOYAmt05956
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BIRCHES SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL KINDERGARTEN THROUGH 8TH GRADE SCHOOL OFFERING RIGOROUS, INTERDISCIPLINARY ACADEMICS WITHIN A MINDFUL, NURTURING ENVIRONMENT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02312
IRS990/AdvertisingGrp/TotalAmt02312
IRS990/AllOtherContributionsAmt0165712
IRS990/AllOtherExpensesGrp/FundraisingAmt06792
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08096
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020315
IRS990/AllOtherExpensesGrp/TotalAmt035203
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PETER TWADELL
IRS990/BooksInCareOfDetail/PhoneNum04102929171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 BEDFORD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001773
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt093474
IRS990/CashNonInterestBearingGrp/EOYAmt0242214
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0165712
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04384
IRS990/CYOtherExpensesAmt0473988
IRS990/CYOtherRevenueAmt08834
IRS990/CYProgramServiceRevenueAmt01328363
IRS990/CYRevenuesLessExpensesAmt0172215
IRS990/CYSalariesCompEmpBnftPaidAmt0861090
IRS990/CYTotalExpensesAmt01335078
IRS990/CYTotalFundraisingExpenseAmt06792
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01507293
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0147018
IRS990/DeferredRevenueGrp/EOYAmt0166362
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt095214
IRS990/DepreciationDepletionGrp/TotalAmt095214
IRS990/Desc0BIRCHES SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL KINDERGARTEN THROUGH 8TH GRADE SCHOOL OFFERING RIGOROUS, INTERDISCIPLINARY ACADEMICS WITHIN A MINDFUL, NURTURING ENVIRONMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt010312
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt074972
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt026
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0851556
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt064303
IRS990/FeesForServicesAccountingGrp/TotalAmt064303
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03130
IRS990/FeesForServicesLegalGrp/TotalAmt03130
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt054794
IRS990/FeesForServicesOtherGrp/TotalAmt054794
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt26.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt56.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt76.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt86.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt96.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt106.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt116.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXIS BORGGAARD
IRS990/Form990PartVIISectionAGrp/PersonNm1ANN KANIA
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH TEN GROTENHUIS
IRS990/Form990PartVIISectionAGrp/PersonNm4FREDERIQUE BEGIN
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLEEN DORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURA LECH
IRS990/Form990PartVIISectionAGrp/PersonNm7MERTON FLEMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm8CECILY WARDELL
IRS990/Form990PartVIISectionAGrp/PersonNm9JANE PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN A CRAWFORD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES MCCLUTCHY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2INCOMING TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6OUTGOING TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt08834
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01507293
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt023563
IRS990/InsuranceGrp/TotalAmt023563
IRS990/IntangibleAssetsGrp/BOYAmt029255
IRS990/IntangibleAssetsGrp/EOYAmt027774
IRS990/InterestGrp/ProgramServicesAmt038008
IRS990/InterestGrp/TotalAmt038008
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04384
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04384
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0172860
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04054277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03975873
IRS990/LandBldgEquipCostOrOtherBssAmt04148733
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BIRCHES SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL KINDERGARTEN THROUGH 8TH GRADE SCHOOL OFFERING RIGOROUS, INTERDISCIPLINARY ACADEMICS WITHIN A MINDFUL, NURTURING ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0895267
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0866137
IRS990/NetAssetsOrFundBalancesBOYAmt03475196
IRS990/NetAssetsOrFundBalancesEOYAmt03647410
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08834
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08834
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03464884
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03572438
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011605
IRS990/OfficeExpensesGrp/ProgramServicesAmt015958
IRS990/OfficeExpensesGrp/TotalAmt027563
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt043500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014709
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03543
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018252
IRS990/OtherExpensesGrp/Desc0FACILITES MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CLEANING
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122598
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220606
IRS990/OtherExpensesGrp/ProgramServicesAmt010014
IRS990/OtherExpensesGrp/ProgramServicesAmt114950
IRS990/OtherExpensesGrp/ProgramServicesAmt224611
IRS990/OtherExpensesGrp/TotalAmt046580
IRS990/OtherExpensesGrp/TotalAmt137548
IRS990/OtherExpensesGrp/TotalAmt224611
IRS990/OtherExpensesGrp/TotalAmt320606
IRS990/OtherLiabilitiesGrp/BOYAmt09808
IRS990/OtherLiabilitiesGrp/EOYAmt03861
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0181544
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0579468
IRS990/OtherSalariesAndWagesGrp/TotalAmt0761012
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016050
IRS990/PayrollTaxesGrp/ProgramServicesAmt051630
IRS990/PayrollTaxesGrp/TotalAmt067680
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt090
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014056
IRS990/PensionPlanContributionsGrp/TotalAmt014146
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027744
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019183
IRS990/PrincipalOfficerNm0DAVID SPENCER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/Desc1SBA PPP GRANT
IRS990/ProgramServiceRevenueGrp/Desc2SUMMER PROGRAMMING
IRS990/ProgramServiceRevenueGrp/Desc3MUSIC LESSONS
IRS990/ProgramServiceRevenueGrp/Desc4APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01153258
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145320
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt218255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01153258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42500
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION RAN A TWO WEEK SUMMER PROGRAM FOR THE BIRCHES COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09498
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt018255
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION PROVIDED MUSIC LESSON PROGRAM AFTER SCHOOL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06713
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09030
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141825
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04295
IRS990/PYOtherExpensesAmt0391012
IRS990/PYOtherRevenueAmt014986
IRS990/PYProgramServiceRevenueAmt0930054
IRS990/PYRevenuesLessExpensesAmt0-27811
IRS990/PYSalariesCompEmpBnftPaidAmt0727959
IRS990/PYTotalExpensesAmt01118971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01091160
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0172215
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01298578
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0443281
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0527665
IRS990ScheduleA/SchoolInd0X
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/BuildingsGrp/BookValueAmt03454453
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0169600
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03624053
IRS990ScheduleD/LandGrp/BookValueAmt0510507
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0510507
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010913
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03260
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PAYABLE IN THE AMOUNT OF $3,861 FOR THE YEAR ENDED JUNE 30, 2020
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 25 COLUMN A
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03975873
IRS990ScheduleD/TotalLiabilityAmt03861
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERTON FLEMINGS AND ELIZABETH TEN GROTENHUIS ARE MARRIED AND BOTH ARE SIT AS DIRECTORS FOR THE BIRCHES SCHOOL INC. CECILY WARDELL IS A CONSULTANT AND DIRECTOR OF BIRCHES SCHOOL INC. AND IS ALSO THE DAUGHTER OF MERTON FLEMINGS AND ELIZABETH TEN GROTENHUIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE AUDIT IS COMPLETED THE TAX RETURN IS PREPARED BY COLONIAL BOOKKEEPING & TAX, INC. THE FORM 990 IS THEN GIVEN TO THE FINANCE COMMITTEE AT BIRCHES SCHOOL INC. FOR REVIEW . THE FINANCE COMMITTEE REVIEWS AND THEN APPROVES THE RETURN TO BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW. THE RETURN IS DISTRIBUTED TO THE BOARD AND THE E-FILE FORMS ARE SIGNED AND THEN COLONIAL BOOKKEEPING & TAX, INC. PROCESS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE BI ANNUAL MEETINGS THE BOARD OF DIRECTORS REVIEWS THE POLICY AND REQUIRES ALL DIRECTORS TO SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST THAT CURRENTLY EXIST. THE MATTER IS DISCUSSED AT GREAT LENGTHS AND A DETERMINATION IS MADE REGARDING DISCLOSURE AND ANY ADDITIONAL ACTIONS THAT ARE REQUIRED WITH THE SCHOOL'S LEGAL COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL INFORMATION IS AVAILABLE TO THE PUBLIC UPON THEIR REQUEST. THEY SHOULD CONTACT DIRECTLY LAURA LECH AT [email protected] OR BY CALLING 508-523-2505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MERTON FLEMINGS AND ELIZABETH TEN GROTENHUIS ARE MARRIED AND BOTH ARE SIT AS DIRECTORS FOR THE BIRCHES SCHOOL INC. CECILY WARDELL IS AN CONSULTANT AND DIRECTOR OF BIRCHES SCHOOL INC. AND IS ALSO THE DAUGHTER OF MERTON FLEMINGS AND ELIZABETH TEN GROTENHUIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD APPROVED THE USE OF A FINANCE COMMITTEE TO REVIEW ALL FEDERAL AND STATE TAX RETURNS. THE RETURNS ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN REPORTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4SECTION A QUESTION 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SECTION B LINE 11A
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04674160
IRS990/TotalAssetsEOYAmt04842165
IRS990/TotalAssetsGrp/BOYAmt04674160
IRS990/TotalAssetsGrp/EOYAmt04842165
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0165712

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,842,165
Liabilities
$1,194,755
Net assets
$3,647,410
Revenue
$1,507,293
Expenses
$1,335,078
Net income
$172,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.23$1.89$4.35$2.63$2.42$0.21
2024Detailed filing. Detailed filing data is available for this year.$6.15$2.02$4.14$2.41$2.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.19$2.04$4.15$2.74$2.48$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.09$2.20$3.89$2.46$2.43$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.17$1.31$3.86$1.92$1.70$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.84$1.19$3.65$1.51$1.34$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.64$1.11$3.53$1.09$1.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.59$1.02$3.56$1.01$0.96$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.32$3.51$3.98$0.90$3.08
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.15$0.43$0.81$0.65$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.09$0.27$0.57$0.41$0.16
2014Summary only. Only limited summary data is available for this year.$0.19$0.08$0.11$0.37$0.26$0.10
2013Summary only. Only limited summary data is available for this year.$0.07$0.06$0.01$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$0.02$0.03$0.08$0.09$0.01