Civic Intelligence

Birch School Inc.

990 • Fiscal year 2023 • EIN 47-2587734

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

84th percentile

0.13x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$66,442

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

3.5%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$90,000

Down $24,625 (-21%) from 2022

Net Assets

Down

$78,497

Down $32,042 (-29%) from 2022

Liabilities

Up

$11,503

Up $7,417 (+182%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin25th percentile

Revenue

Up

$315,809

Up $10,767 (+3.5%) from 2022

Expenses

Down

$347,851

Down $7,588 (-2.1%) from 2022

Net Income

Up

-$32,042

Up $18,355 (+36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$90,000
Liabilities$11,503
Net Assets$78,497
Open 2023 Filing

Operations Trend

Revenue Growth47th 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

2023

Revenue$315,809
Expenses$347,851
Net Income-$32,042
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$315,809
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$105,637$75,126▼ $30,511
Savings and Temporary Cash Investments-$6,070-
Land, Buildings, and Equipment, Net$3,988$2,804▼ $1,184
Other Notes and Loans Receivable, Net-$1,000-
Total Assets$114,625$90,000▼ $24,625
Other Assets Total$5,000$5,000→ $0
Liabilities
Other Liabilities$4,086$11,503▲ $7,417
Total Liabilities$4,086$11,503▲ $7,417
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$110,539$78,497▼ $32,042
Total Net Assets Fund Balance$110,539$78,497▼ $32,042
Total Liabilities and Net Assets / Fund Balance$114,625$90,000▼ $24,625

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,674$3,691$5,365
Other Land Buildings$335$3,844$4,179
Leasehold Improvements$795$428$1,223
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katherine FoxExecutive DiFT$66,442$66,442

Board Members and Trustees

NameTitle
Gabriel JasminPresident
Campbell ZiembaTrustee
Ellyce CavanaughTrustee
Shannon WongTrustee
Dakotah Pratt-hewittOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$552
Program Service Revenue
$315,214
Investment Income
$43
Other Revenue
$0
All Other Contributions
$552
Change in Net Assets
$-32,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$249,462
Other Expenses$98,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,057$46,014-$230,071
Occupancy$31,408--$31,408
Payroll Taxes$15,513$3,878-$19,391
All Other Expenses$10,563$2,552-$13,115
Insurance$3,906$976-$4,882
Other Expenses$3,482$870-$4,352
Information Technology$2,077$1,384-$3,461
Advertising$2,743--$2,743
Office Expenses$329$1,318-$1,647
Depreciation Depletion$1,184--$1,184
Fees for Services Other-$1,098-$1,098
Interest-$360-$360
Fees for Services Accounting-$250-$250
Travel-$30-$30
Total Functional Expenses$288,079$59,772$0$347,851
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
Eidl Loan$7,000
Payroll Taxes Payable$3,764
Payroll Payable$739
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
Executive Director
Phone
8456457772
Signed
2024-11-13
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
14

Preparer

Firm
Kkb & N Cpas
Address
20 GROVE STREET, MIDDLETOWN, NY 10940
Preparer
Lori a Vreeland 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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0UPON ESTABLISHMENT THE POLICY WAS PUBLISHED IN THE CHRONICLE NEWSPAPER. IT IS POSTED ON OUR ADMISSIONS MATERIALS, WEBSITE HOMEPAGE, OUTREACH MATERIALS AND STUDENT SOLICITATION PAPERWORK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0114625
IRS990/TotalAssetsEOYAmt090000
IRS990/TotalAssetsGrp/BOYAmt0114625
IRS990/TotalAssetsGrp/EOYAmt090000
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0552
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0288079
IRS990/TotalFunctionalExpensesGrp/TotalAmt0347851
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04086
IRS990/TotalLiabilitiesEOYAmt011503
IRS990/TotalLiabilitiesGrp/BOYAmt04086
IRS990/TotalLiabilitiesGrp/EOYAmt011503
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0110539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt078497
IRS990/TotalProgramServiceExpensesAmt0288079
IRS990/TotalProgramServiceRevenueAmt0315214
IRS990/TotalReportableCompFromOrgAmt066442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0315257
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315809
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114625
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt090000
IRS990/TravelGrp/ManagementAndGeneralAmt030
IRS990/TravelGrp/TotalAmt030
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08456457772
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A VREELAND CPA
ReturnHeader/ReturnTs02024-11-14T12:45:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,000
Liabilities
$11,503
Net assets
$78,497
Revenue
$315,809
Expenses
$347,851
Net income
-$32,042
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