Civic Intelligence

Birches School Inc.

990 • Fiscal year 2025 • EIN 45-4488863

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 27, 2026

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

0.30x

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.72x

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

58th percentile

8.0%

Higher net margin than 58% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$189,176

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

39th percentile

1.3%

Faster asset growth than 39% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

9.1%

Faster revenue growth than 58% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$6,230,027

Up $78,462 (+1.3%) from 2024

Net Assets

Up

$4,345,025

Up $209,596 (+5.1%) from 2024

Liabilities

Down

$1,885,002

Down $131,134 (-6.5%) from 2024

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin58th percentile

Revenue

Up

$2,631,930

Up $219,937 (+9.1%) from 2024

Expenses

Down

$2,422,334

Down $3,792 (-0.2%) from 2024

Net Income

Up

$209,596

Up $223,729 (+1583%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2025

Assets$6,230,027
Liabilities$1,885,002
Net Assets$4,345,025
Open 2025 Filing

Operations Trend

Revenue Growth58th 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

2025

Revenue$2,631,930
Expenses$2,422,334
Net Income$209,596
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 27, 2026
Return Version
2024v5.5
Gross Receipts
$2,646,080
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$4,861,183$4,712,185▼ $148,998
Savings and Temporary Cash Investments$739,596$1,281,977▲ $542,381
Cash and Non-Interest-Bearing Accounts$125,318$129,642▲ $4,324
Accounts Receivable$406,575$66,629▼ $339,946
Prepaid Expenses and Deferred Charges$16,309$32,603▲ $16,294
Pledges and Grants Receivable$2,584$6,991▲ $4,407
Intangible Assets-$0-
Total Assets$6,151,565$6,230,027▲ $78,462
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,514,899$1,449,800▼ $65,099
Deferred Revenue$235,583$230,727▼ $4,856
Accounts Payable and Accrued Expenses$258,487$193,303▼ $65,184
Other Liabilities$7,167$11,172▲ $4,005
Total Liabilities$2,016,136$1,885,002▼ $131,134
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,086,170$4,206,952▲ $120,782
Net Assets With Donor Restrictions$49,259$138,073▲ $88,814
Total Net Assets Fund Balance$4,135,429$4,345,025▲ $209,596
Total Liabilities and Net Assets / Fund Balance$6,151,565$6,230,027▲ $78,462

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,201,678$916,297$5,117,975
Land$510,507-$510,507
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Serena Wilkie GiffordEmployee - Head of SchoolFT$189,176$189,176
Kimberly WalkerEmployee - Director of Admissions & EnrollmentFT$140,351$140,351

Board Members and Trustees

NameTitle
Cecily WardellChair
Wendy IsraelVice-chair
Aletta TibbettsTrustee
Andrew HudsonTrustee
Andrew WestTrustee
Frederique BeginTrustee
Hannah MullerTrustee
James McclutchyTrustee
Jane Price SchwartzTrustee
Larry NirenbergTrustee
Lucretia WellsTrustee
Tom IsraelTrustee
Danielle GreenClerk
Merton FlemingsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$387,357
Program Service Revenue
$2,196,706
Investment Income
$54,562
Other Revenue
$-6,695
All Other Contributions
$387,357
Change in Net Assets
$209,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,844,006
Other Expenses$578,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,042,822$545,041-$1,587,863
Depreciation Depletion$115,100$46,525-$161,625
Payroll Taxes$79,468$50,488-$129,956
Other Employee Benefits$87,527$38,660-$126,187
Office Expenses$101,929$5,320-$107,249
Interest$47,273$23,064-$70,337
Insurance$10,143$31,101-$41,244
Fees for Services Other$14,038$25,541-$39,579
All Other Expenses$10,718$519-$11,237
Travel$7,102--$7,102
Other Expenses$1,734$2,785-$4,519
Advertising$4,364--$4,364
Total Functional Expenses$1,626,142$796,192$0$2,422,334
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,150
Fundraising Gross Income$7,455
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$11,172
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 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 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 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 councel.”

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
Michael Whyte
Title
Director of Finance & Controller
Phone
9786396195
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Whyte
Formed
2012
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
31
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 $11,172 for the year ended june 30, 2025.”

Raw XML AppendixShowing 400 of 495 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/InsuranceGrp/ManagementAndGeneralAmt031101
IRS990/InsuranceGrp/ProgramServicesAmt010143
IRS990/InsuranceGrp/TotalAmt041244
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt023064
IRS990/InterestGrp/ProgramServicesAmt047273
IRS990/InterestGrp/TotalAmt070337
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054562
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054562
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0916297
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04861183
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04712185
IRS990/LandBldgEquipCostOrOtherBssAmt05628482
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/BOYAmt01514899
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01449800
IRS990/NetAssetsOrFundBalancesBOYAmt04135429
IRS990/NetAssetsOrFundBalancesEOYAmt04345025
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6695
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6695
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04086170
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04206952
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05320
IRS990/OfficeExpensesGrp/ProgramServicesAmt0101929
IRS990/OfficeExpensesGrp/TotalAmt0107249
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038660
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087527
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0126187
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1FACILITIES MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CLEANING
IRS990/OtherExpensesGrp/Desc3BOOKS AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013162
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19401
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32785
IRS990/OtherExpensesGrp/ProgramServicesAmt044956
IRS990/OtherExpensesGrp/ProgramServicesAmt135811
IRS990/OtherExpensesGrp/ProgramServicesAmt223157
IRS990/OtherExpensesGrp/ProgramServicesAmt31734
IRS990/OtherExpensesGrp/TotalAmt058118
IRS990/OtherExpensesGrp/TotalAmt145212
IRS990/OtherExpensesGrp/TotalAmt227742
IRS990/OtherExpensesGrp/TotalAmt34519
IRS990/OtherLiabilitiesGrp/BOYAmt07167
IRS990/OtherLiabilitiesGrp/EOYAmt011172
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0545041
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01042822
IRS990/OtherSalariesAndWagesGrp/TotalAmt01587863
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050488
IRS990/PayrollTaxesGrp/ProgramServicesAmt079468
IRS990/PayrollTaxesGrp/TotalAmt0129956
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02584
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06991
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016309
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032603
IRS990/PrincipalOfficerNm0MICHAEL WHYTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02192056
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02192056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0241840
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038183
IRS990/PYOtherExpensesAmt0580007
IRS990/PYOtherRevenueAmt04180
IRS990/PYProgramServiceRevenueAmt02127790
IRS990/PYRevenuesLessExpensesAmt0-14133
IRS990/PYSalariesCompEmpBnftPaidAmt01846119
IRS990/PYTotalExpensesAmt02426126
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02411993
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0209596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02192056
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0739596
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01281977
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/BookValueAmt04201678
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0916297
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05117975
IRS990ScheduleD/LandGrp/BookValueAmt0510507
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0510507
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PAYABLE IN THE AMOUNT OF $11,172 FOR THE YEAR ENDED JUNE 30, 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 25 COLUMN A
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04712185
IRS990ScheduleD/TotalLiabilityAmt011172
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/BaseCompensationFilingOrgAmt0189176
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/PersonNm0SERENA WILKIE GIFFORD

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,230,027
Liabilities
$1,885,002
Net assets
$4,345,025
Revenue
$2,631,930
Expenses
$2,422,334
Net income
$209,596
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