Civic Intelligence

Birches School Inc.

990 • Fiscal year 2024 • EIN 45-4488863

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 29, 2025

Organization ProfileWWW.BIRCHESSCHOOL.ORG

View Organization Page

100 Bedford RoadLincoln, MA 01773

(781) 259-8100

Siviq Scores

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

Liabilities / Assets

70th percentile

0.33x

Higher debt load relative to assets than 70% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.84x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

35th percentile

-0.6%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$100,247

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$6,151,565

Down $38,203 (-0.6%) from 2023

Net Assets

Down

$4,135,429

Down $14,133 (-0.3%) from 2023

Liabilities

Down

$2,016,136

Down $24,070 (-1.2%) from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin35th percentile

Revenue

Down

$2,411,993

Down $328,613 (-12%) from 2023

Expenses

Down

$2,426,126

Down $57,254 (-2.3%) from 2023

Net Income

Down

-$14,133

Down $271,359 (-105%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2024

Assets$6,151,565
Liabilities$2,016,136
Net Assets$4,135,429
Open 2024 Filing

Operations Trend

Revenue Growth19th 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

2024

Revenue$2,411,993
Expenses$2,426,126
Net Income-$14,133
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$2,420,164
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$5,017,230$4,861,183▼ $156,047
Savings and Temporary Cash Investments$128,037$739,596▲ $611,559
Accounts Receivable$376,755$406,575▲ $29,820
Cash and Non-Interest-Bearing Accounts$631,504$125,318▼ $506,186
Prepaid Expenses and Deferred Charges$35,782$16,309▼ $19,473
Pledges and Grants Receivable$460$2,584▲ $2,124
Intangible Assets-$0-
Total Assets$6,189,768$6,151,565▼ $38,203
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,578,630$1,514,899▼ $63,731
Accounts Payable and Accrued Expenses$229,623$258,487▲ $28,864
Deferred Revenue$220,812$235,583▲ $14,771
Other Liabilities$11,141$7,167▼ $3,974
Total Liabilities$2,040,206$2,016,136▼ $24,070
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,136,803$4,086,170▼ $50,633
Net Assets With Donor Restrictions$12,759$49,259▲ $36,500
Total Net Assets Fund Balance$4,149,562$4,135,429▼ $14,133
Total Liabilities and Net Assets / Fund Balance$6,189,768$6,151,565▼ $38,203

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,350,676$754,672$5,105,348
Land$510,507-$510,507
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Serena Wilkie GiffordEmployee - Head of SchoolFT$100,247$100,247

Board Members and Trustees

NameTitle
Cecily WardellChair
Wendy IsraelVice-chair
Akil MondesirTrustee
Alletta TibbetsTrustee
Andrew HudsonTrustee
Andrew WestTrustee
Frederique BeginTrustee
Hannah MullerTrustee
James McclutchyTrustee
Jane Price SchwartzTrustee
John a Crawford MbaTrustee
Larry NirenbergTrustee
Lucretia WellsTrustee
Tom IsraelTrustee
Danielle GreenClerk
Merton FlemingsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,840
Program Service Revenue
$2,127,790
Investment Income
$38,183
Other Revenue
$4,180
All Other Contributions
$241,840
Change in Net Assets
$-14,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,846,119
Other Expenses$580,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,031,363$553,266-$1,584,629
Depreciation Depletion$109,901$47,101-$157,002
Payroll Taxes$88,707$43,424-$132,131
Other Employee Benefits$92,427$36,932-$129,359
Interest$49,923$21,395-$71,318
Office Expenses$49,995$3,412-$53,407
Insurance$5,948$33,748-$39,696
Fees for Services Other$6,721$31,353-$38,074
All Other Expenses$18,079$8,218-$26,297
Other Expenses$1,903$24,173-$26,076
Advertising$10,543$1,434-$11,977
Travel$2,287$1,657-$3,944
Total Functional Expenses$1,547,327$878,799$0$2,426,126
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,351
Fundraising Direct Expenses$8,171
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$7,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 sit as directors for the birches school inc.”

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

“After the audit is completed the tax return is prepared by newburg & company, llp. The form 990 is then given to the finance comittee at birches school inc for review. The finance comittee 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 newburg & company, llp. 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 by contacting the head of school.”

Filing and Contact Details

Filer

Filer Name
Birches School Inc
EIN
45-4488863
Phone
7812598100
Address
100 BEDFORD ROAD, LINCOLN, MA 01773

Signing Officer

Name
Merton Flemings
Title
Treasurer
Phone
6174616993
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merton Flemings
Formed
2012
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
15
Employees
35
Volunteers
0

Preparer

Firm
Newburg & Company Llp
Address
95 SAWYER ROAD SUITE 120, WALTHAM, MA 02453
Preparer
Sarah E Irons
Phone
7818844100
Supplemental Narrative

Financial Statement Notes

Part X Line 25 Column A

“Credit card payable in the amount of $7,167 for the year ended june 30, 2024.”

Raw XML AppendixShowing 400 of 479 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/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt08171
IRS990/FundraisingGrossIncomeAmt012351
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02420164
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt033748
IRS990/InsuranceGrp/ProgramServicesAmt05948
IRS990/InsuranceGrp/TotalAmt039696
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt021395
IRS990/InterestGrp/ProgramServicesAmt049923
IRS990/InterestGrp/TotalAmt071318
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt038183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038183
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0754672
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05017230
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04861183
IRS990/LandBldgEquipCostOrOtherBssAmt05615855
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/BOYAmt01578630
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01514899
IRS990/NetAssetsOrFundBalancesBOYAmt04149562
IRS990/NetAssetsOrFundBalancesEOYAmt04135429
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04180
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04180
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04136803
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04086170
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01310
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03412
IRS990/OfficeExpensesGrp/ProgramServicesAmt049995
IRS990/OfficeExpensesGrp/TotalAmt053407
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036932
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt092427
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129359
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2FACILITIES MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CLEANING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127739
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt224173
IRS990/OtherExpensesGrp/ProgramServicesAmt074418
IRS990/OtherExpensesGrp/ProgramServicesAmt12335
IRS990/OtherExpensesGrp/ProgramServicesAmt22777
IRS990/OtherExpensesGrp/ProgramServicesAmt31903
IRS990/OtherExpensesGrp/TotalAmt074418
IRS990/OtherExpensesGrp/TotalAmt147282
IRS990/OtherExpensesGrp/TotalAmt230516
IRS990/OtherExpensesGrp/TotalAmt326076
IRS990/OtherLiabilitiesGrp/BOYAmt011141
IRS990/OtherLiabilitiesGrp/EOYAmt07167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0553266
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01031363
IRS990/OtherSalariesAndWagesGrp/TotalAmt01584629
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043424
IRS990/PayrollTaxesGrp/ProgramServicesAmt088707
IRS990/PayrollTaxesGrp/TotalAmt0132131
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0460
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02584
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016309
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/RelatedOrExemptFuncIncomeAmt02119045
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16948
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02119045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16948
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21797
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0580417
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0445
IRS990/PYOtherExpensesAmt0803814
IRS990/PYOtherRevenueAmt02912
IRS990/PYProgramServiceRevenueAmt02156832
IRS990/PYRevenuesLessExpensesAmt0225644
IRS990/PYSalariesCompEmpBnftPaidAmt01711148
IRS990/PYTotalExpensesAmt02514962
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02740606
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-14133
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02119045
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128037
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0739596
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/BookValueAmt04350676
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0754672
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05105348
IRS990ScheduleD/LandGrp/BookValueAmt0510507
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0510507
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PAYABLE IN THE AMOUNT OF $7,167 FOR THE YEAR ENDED JUNE 30, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 25 COLUMN A
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04861183
IRS990ScheduleD/TotalLiabilityAmt07167
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 SIT AS DIRECTORS FOR THE BIRCHES SCHOOL INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE AUDIT IS COMPLETED THE TAX RETURN IS PREPARED BY NEWBURG & COMPANY, LLP. THE FORM 990 IS THEN GIVEN TO THE FINANCE COMITTEE AT BIRCHES SCHOOL INC FOR REVIEW. THE FINANCE COMITTEE 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 NEWBURG & COMPANY, LLP. 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 BY CONTACTING THE HEAD OF SCHOOL.
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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,151,565
Liabilities
$2,016,136
Net assets
$4,135,429
Revenue
$2,411,993
Expenses
$2,426,126
Net income
-$14,133
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