Civic Intelligence

Birch School Inc.

990 • Fiscal year 2022 • EIN 47-2587734

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileWWW.THEBIRCHSCHOOL.ORG
9 Vance RoadRock Tavern, NY 12575

(845) 645-7772

Siviq Scores

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

Liabilities / Assets

77th percentile

0.04x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.01x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-17%

Higher net margin than 22% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$58,558

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$114,625

Down $49,137 (-30%) from 2021

Net Assets

Down

$110,539

Down $50,397 (-31%) from 2021

Liabilities

Up

$4,086

Up $1,260 (+45%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin22nd percentile

Revenue

Down

$305,042

Down $120,378 (-28%) from 2021

Expenses

Up

$355,439

Up $90,609 (+34%) from 2021

Net Income

Down

-$50,397

Down $210,987 (-131%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$200K$150K$100K$50K$0Assets 2015: $38,272Liabilities 2015: $20,346Net Assets 2015: $17,9262015Assets 2016: $45,103Liabilities 2016: $35,502Net Assets 2016: $9,6012016Assets 2017: $51,357Liabilities 2017: $34,029Net Assets 2017: $17,3282017Assets 2018: $39,005Liabilities 2018: $13,084Net Assets 2018: $25,9212018Assets 2019: $38,262Liabilities 2019: $4,323Net Assets 2019: $33,9392019Assets 2020: $39,330Liabilities 2020: $38,984Net Assets 2020: $3462020Assets 2021: $163,762Liabilities 2021: $2,826Net Assets 2021: $160,9362021Assets 2022: $114,625Liabilities 2022: $4,086Net Assets 2022: $110,5392022Assets 2023: $90,000Liabilities 2023: $11,503Net Assets 2023: $78,4972023Assets 2024: $70,918Liabilities 2024: $9,535Net Assets 2024: $61,3832024

Highlighted filing

2022

Assets$114,625
Liabilities$4,086
Net Assets$110,539
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $187,920Expenses 2015: $169,994Net Income 2015: $17,9262015Revenue 2016: $231,523Expenses 2016: $239,848Net Income 2016: -$8,3252016Revenue 2017: $231,134Expenses 2017: $223,407Net Income 2017: $7,7272017Revenue 2018: $256,610Expenses 2018: $248,017Net Income 2018: $8,5932018Revenue 2019: $277,272Expenses 2019: $269,254Net Income 2019: $8,0182019Revenue 2020: $233,569Expenses 2020: $267,162Net Income 2020: -$33,5932020Revenue 2021: $425,420Expenses 2021: $264,830Net Income 2021: $160,5902021Revenue 2022: $305,042Expenses 2022: $355,439Net Income 2022: -$50,3972022Revenue 2023: $315,809Expenses 2023: $347,851Net Income 2023: -$32,0422023Revenue 2024: $311,558Expenses 2024: $328,672Net Income 2024: -$17,1142024

Highlighted filing

2022

Revenue$305,042
Expenses$355,439
Net Income-$50,397
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$305,042
Mission and Program Overview

Mission

To provide a comprehensive progressive school program for grades k-12 for typically-developing school-age students ages 5 to 17 in orange county and the greater hudson valley of ny.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$153,243$105,637▼ $47,606
Land, Buildings, and Equipment, Net$5,519$3,988▼ $1,531
Total Assets$163,762$114,625▼ $49,137
Other Assets Total$5,000$5,000→ $0
Liabilities
Other Liabilities$2,826$4,086▲ $1,260
Total Liabilities$2,826$4,086▲ $1,260
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,936$110,539▼ $50,397
Total Net Assets Fund Balance$160,936$110,539▼ $50,397
Total Liabilities and Net Assets / Fund Balance$163,762$114,625▼ $49,137

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,652$2,713$5,365
Other Land Buildings$460$3,719$4,179
Leasehold Improvements$876$347$1,223
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katherine FoxDirectorFT$58,558$58,558

Board Members and Trustees

NameTitle
Gabriel JasminPresident
Dakotah Pratt-hewittTrustee
Ellyce CavanaughTrustee
John P KinneyTrustee
Jan BerlinOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$887
Program Service Revenue
$304,102
Investment Income
$53
Other Revenue
$0
All Other Contributions
$887
Change in Net Assets
$-50,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$261,392
Other Expenses$94,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$192,278$48,069-$240,347
Occupancy$30,206--$30,206
Payroll Taxes$16,836$4,209-$21,045
All Other Expenses$6,986$417-$7,403
Other Expenses$5,462$1,478-$5,462
Insurance$3,356$839-$4,195
Office Expenses$738$2,954-$3,692
Information Technology$1,336$891-$2,227
Fees for Services Accounting-$1,975-$1,975
Depreciation Depletion$1,531--$1,531
Fees for Services Other-$1,105-$1,105
Advertising$1,052--$1,052
Travel-$40-$40
Total Functional Expenses$290,989$64,450$0$355,439
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Payroll Taxes Payable$4,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Birch School Inc
EIN
47-2587734
Phone
8456457772
Address
9 VANCE ROAD, ROCK TAVERN, NY 12575

Signing Officer

Name
Katherine Fox
Title
Director
Phone
8456457772
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Fox
Formed
2014
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
13

Preparer

Firm
Kkb & N Cpas
Address
20 GROVE STREET, MIDDLETOWN, NY 10940
Preparer
Rachel Wieboldt CPA
Phone
8453425818
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide a comprehensive progressive school program for grades k-12 for typically-developing school-age students ages 5 to 17 in orange county and the greater hudson valley of ny.”

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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/TotalAssetsGrp/EOYAmt0114625
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0887
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064450
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0290989
IRS990/TotalFunctionalExpensesGrp/TotalAmt0355439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02826
IRS990/TotalLiabilitiesEOYAmt04086
IRS990/TotalLiabilitiesGrp/BOYAmt02826
IRS990/TotalLiabilitiesGrp/EOYAmt04086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0160936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110539
IRS990/TotalOtherProgSrvcExpenseAmt0754
IRS990/TotalProgramServiceExpensesAmt0290989
IRS990/TotalProgramServiceRevenueAmt0304102
IRS990/TotalReportableCompFromOrgAmt058558
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0304155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0305042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0163762
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0114625
IRS990/TravelGrp/ManagementAndGeneralAmt040
IRS990/TravelGrp/TotalAmt040
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0279 SEAMAN RD
IRS990/USAddress/CityNm0CIRCLEVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010919
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.THEBIRCHSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08456457772
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRCH SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0472587734
ReturnHeader/Filer/PhoneNum08456457772
ReturnHeader/Filer/USAddress/AddressLine1Txt09 VANCE ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCK TAVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012575
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061309551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKB & N CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 GROVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453425818
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL WIEBOLDT CPA
ReturnHeader/ReturnTs02023-11-14T09:07:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,625
Liabilities
$4,086
Net assets
$110,539
Revenue
$305,042
Expenses
$355,439
Net income
-$50,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.10$0.61$3.12$3.29$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.78$3.16$3.48$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.04$1.11$3.05$3.55$0.50
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$4.25$2.65$1.61
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.00$2.34$2.67$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.04$0.34$2.77$2.69$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.13$0.26$2.57$2.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.34$0.17$2.31$2.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.36$0.10$2.32$2.40$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.20$0.18$1.88$1.70$0.18