Civic Intelligence

Birch Ridge Foundation

990PF • Fiscal year 2023 • EIN 86-1248222

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 28, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

162%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,940,336

Down $39,595 (-1.3%) from 2022

Net Assets

Down

$2,940,336

Down $39,595 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$110,569

Up $68,357 (+162%) from 2022

Expenses

Up

$150,164

Up $132,061 (+729%) from 2022

Net Income

Down

-$39,595

Down $63,704 (-264%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $2,955,822Liabilities 2021: $0Net Assets 2021: $2,955,8222021Assets 2022: $2,979,931Liabilities 2022: $0Net Assets 2022: $2,979,9312022Assets 2023: $2,940,336Liabilities 2023: $0Net Assets 2023: $2,940,3362023Assets 2024: $4,016,050Liabilities 2024: $0Net Assets 2024: $4,016,0502024

Highlighted filing

2023

Assets$2,940,336
Liabilities$0
Net Assets$2,940,336
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $3,010,565Expenses 2021: $54,743Net Income 2021: $2,955,8222021Revenue 2022: $42,212Expenses 2022: $18,103Net Income 2022: $24,1092022Revenue 2023: $110,569Expenses 2023: $150,164Net Income 2023: -$39,5952023Revenue 2024: $1,788,780Expenses 2024: $171,726Net Income 2024: $1,617,0542024

Highlighted filing

2023

Revenue$110,569
Expenses$150,164
Net Income-$39,595
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather J NielsenDir, Sec-$0--
Kirk NielsenDir, Pres, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Birch Ridge Foundation
EIN
86-1248222
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kirk Nielsen
Title
President
Phone
8008391754
Signed
2024-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix230 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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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0245 SUMMER ST MZ NM43A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0147255
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK NIELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Birch Ridge Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0861248222
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-05-02T11:41:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIRK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIELSEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,940,336
Liabilities
$0
Net assets
$2,940,336
Revenue
$110,569
Expenses
$150,164
Net income
-$39,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.79$0.17$1.62
2023Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$3.01$0.05$2.96