Civic Intelligence

Birches School Inc.

990 • Fiscal year 2021 • EIN 45-4488863

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileWWW.BIRCHESSCHOOL.ORG

View Organization Page

100 Bedford RoadLincoln, MA 01773

(617) 461-6993

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.68x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$161,150

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.8%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

27%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$5,169,668

Up $327,503 (+6.8%) from 2020

Net Assets

Up

$3,863,595

Up $216,185 (+5.9%) from 2020

Liabilities

Up

$1,306,073

Up $111,318 (+9.3%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin48th percentile

Revenue

Up

$1,915,418

Up $408,125 (+27%) from 2020

Expenses

Up

$1,699,233

Up $364,155 (+27%) from 2020

Net Income

Up

$216,185

Up $43,970 (+26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$5,169,668
Liabilities$1,306,073
Net Assets$3,863,595
Open 2021 Filing

Operations Trend

Revenue Growth67th 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

2021

Revenue$1,915,418
Expenses$1,699,233
Net Income$216,185
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$1,920,189
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$3,975,873$4,227,200▲ $251,327
Savings and Temporary Cash Investments$527,665$593,217▲ $65,552
Cash and Non-Interest-Bearing Accounts$242,214$283,692▲ $41,478
Prepaid Expenses and Deferred Charges$19,183$38,267▲ $19,084
Intangible Assets$27,774$26,292▼ $1,482
Accounts Receivable$5,956--
Total Assets$4,842,165$5,169,668▲ $327,503
Other Assets Total$43,500$1,000▼ $42,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$866,137$849,431▼ $16,706
Deferred Revenue$166,362$269,680▲ $103,318
Accounts Payable and Accrued Expenses$158,395$179,075▲ $20,680
Other Liabilities$3,861$7,887▲ $4,026
Total Liabilities$1,194,755$1,306,073▲ $111,318
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,572,438$3,853,097▲ $280,659
Net Assets With Donor Restrictions$74,972$10,498▼ $64,474
Total Net Assets Fund Balance$3,647,410$3,863,595▲ $216,185
Total Liabilities and Net Assets / Fund Balance$4,842,165$5,169,668▲ $327,503

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,716,693$290,679$4,007,372
Land$510,507-$510,507
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peter TwadellEx OfficerFT$161,150$161,150

Board Members and Trustees

NameTitle
Frederique BeginPresident
Jane Price SchwartzVice President
Akil MondesirDirector
Alexis BorggaardDirector
Cecily WardellDirector
Enza SambataroDirector
Eshita BakshiDirector
John a Crawford MbaDirector
Sandeep DasDirector
Wendy IsraelDirector
Elizabeth Ten GrotenhuisClerk
Merton FlemingsIncoming Treasurer
David SpencerOutgoing Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$411,395
Program Service Revenue
$1,504,541
Investment Income
$2,615
Other Revenue
$-3,133
All Other Contributions
$411,395
Change in Net Assets
$216,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,036,544
Other Expenses$662,689
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$668,899$231,914-$900,813
Depreciation Depletion$92,030$27,270-$119,300
All Other Expenses$56,355$36,872-$93,227
Payroll Taxes$65,600$16,612-$82,212
Fees for Services Other-$81,620-$81,620
Fees for Services Accounting-$73,641-$73,641
Office Expenses$50,131$7,884-$58,015
Other Employee Benefits$24,637$28,882-$53,519
Interest$568$36,618-$37,186
Other Expenses$25,500$39,111-$25,500
Insurance$5,773$18,998-$24,771
Fees for Services Legal-$24,041-$24,041
Advertising-$916-$916
Travel$316$367-$683
Total Functional Expenses$1,034,643$664,590$0$1,699,233
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,771
Fundraising Gross Income$1,638
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$7,887
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. Merton flemings is incoming treasurer for the fy22. 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 tri 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 peter twadell at [email protected] or by calling 781-259-8185.”

Filing and Contact Details

Filer

Filer Name
Birches School Inc
EIN
45-4488863
Phone
6174616993
Address
100 BEDFORD ROAD, LINCOLN, MA 01773

Signing Officer

Name
Merton Flemings
Title
Treasurer
Phone
6174616993
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merton Flemings
Formed
2012
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
14
Employees
22
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

Financial Statement Notes

Part X Line 25 Column A

“Credit card payable in the amount of $7,887 for the year ended june 30, 2021”

Raw XML AppendixShowing 400 of 490 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/LandBldgEquipBasisNetGrp/EOYAmt04227200
IRS990/LandBldgEquipCostOrOtherBssAmt04517879
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/BOYAmt0866137
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0849431
IRS990/NetAssetsOrFundBalancesBOYAmt03647410
IRS990/NetAssetsOrFundBalancesEOYAmt03863595
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3133
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3133
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03572438
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03853097
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07884
IRS990/OfficeExpensesGrp/ProgramServicesAmt050131
IRS990/OfficeExpensesGrp/TotalAmt058015
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043500
IRS990/OtherAssetsTotalGrp/EOYAmt01000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028882
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024637
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053519
IRS990/OtherExpensesGrp/Desc0FACILITIES MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CLEANING
IRS990/OtherExpensesGrp/Desc2TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3COVID SCREENING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt139111
IRS990/OtherExpensesGrp/ProgramServicesAmt015935
IRS990/OtherExpensesGrp/ProgramServicesAmt128899
IRS990/OtherExpensesGrp/ProgramServicesAmt225500
IRS990/OtherExpensesGrp/TotalAmt055779
IRS990/OtherExpensesGrp/TotalAmt139111
IRS990/OtherExpensesGrp/TotalAmt228899
IRS990/OtherExpensesGrp/TotalAmt325500
IRS990/OtherLiabilitiesGrp/BOYAmt03861
IRS990/OtherLiabilitiesGrp/EOYAmt07887
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0231914
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0668899
IRS990/OtherSalariesAndWagesGrp/TotalAmt0900813
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016612
IRS990/PayrollTaxesGrp/ProgramServicesAmt065600
IRS990/PayrollTaxesGrp/TotalAmt082212
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019183
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038267
IRS990/PrincipalOfficerNm0MERTON FLEMINGS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01473922
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125569
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01473922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25050
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0165712
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04384
IRS990/PYOtherExpensesAmt0473988
IRS990/PYOtherRevenueAmt08834
IRS990/PYProgramServiceRevenueAmt01328363
IRS990/PYRevenuesLessExpensesAmt0172215
IRS990/PYSalariesCompEmpBnftPaidAmt0861090
IRS990/PYTotalExpensesAmt01335078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01507293
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0216185
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01507156
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0527665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0593217
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/BookValueAmt03716693
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0290679
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04007372
IRS990ScheduleD/LandGrp/BookValueAmt0510507
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0510507
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PAYABLE IN THE AMOUNT OF $7,887 FOR THE YEAR ENDED JUNE 30, 2021
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 25 COLUMN A
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04227200
IRS990ScheduleD/TotalLiabilityAmt07887
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER TWADELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0161150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERTON FLEMINGS AND ELIZABETH TEN GROTENHUIS ARE MARRIED AND BOTH ARE SIT AS DIRECTORS FOR THE BIRCHES SCHOOL INC. MERTON FLEMINGS IS INCOMING TREASURER FOR THE FY22. 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 TRI 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 PETER TWADELL AT [email protected] OR BY CALLING 781-259-8185.
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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,169,668
Liabilities
$1,306,073
Net assets
$3,863,595
Revenue
$1,915,418
Expenses
$1,699,233
Net income
$216,185
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