Civic Intelligence

Birches Foundation

990PF • Fiscal year 2016 • EIN 95-4124447

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

Organization Profile
3064 Java RoadCosta Mesa, CA 92626

(714) 966-1486

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

30th percentile

-6.1%

Higher net margin than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

680%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,295,718

Down $32,918 (-1.4%) from 2015

Net Assets

Down

$2,295,718

Down $32,918 (-1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin30th percentile

Revenue

Up

$94,449

Up $82,336 (+680%) from 2015

Expenses

Down

$100,198

Down $43,667 (-30%) from 2015

Net Income

Up

-$5,749

Up $126,003 (+96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,314,526Liabilities 2011: $02011Assets 2012: $2,260,707Liabilities 2012: $02012Assets 2013: $2,287,180Liabilities 2013: $02013Assets 2014: $2,318,717Liabilities 2014: $0Net Assets 2014: $2,318,7172014Assets 2015: $2,328,636Liabilities 2015: $0Net Assets 2015: $2,328,6362015Assets 2016: $2,295,718Liabilities 2016: $0Net Assets 2016: $2,295,7182016Assets 2017: $2,296,534Liabilities 2017: $0Net Assets 2017: $2,296,5342017Assets 2018: $2,183,243Liabilities 2018: $0Net Assets 2018: $2,183,2432018Assets 2019: $2,128,613Liabilities 2019: $0Net Assets 2019: $2,128,6132019Assets 2020: $2,159,343Liabilities 2020: $0Net Assets 2020: $2,159,3432020Assets 2021: $2,425,052Liabilities 2021: $0Net Assets 2021: $2,425,0522021Assets 2022: $2,251,061Liabilities 2022: $31,715Net Assets 2022: $2,219,3462022Assets 2023: $2,175,493Liabilities 2023: $30,000Net Assets 2023: $2,145,4932023Assets 2024: $2,136,020Liabilities 2024: $30,000Net Assets 2024: $2,106,0202024

Highlighted filing

2016

Assets$2,295,718
Liabilities$0
Net Assets$2,295,718
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2011: $106,975Expenses 2011: $24,361Net Income 2011: $82,6142011Revenue 2012: $53,516Expenses 2012: $107,615Net Income 2012: -$54,0992012Revenue 2013: $196,880Expenses 2013: $104,363Net Income 2013: $92,5172013Revenue 2014: $183,239Expenses 2014: $124,453Net Income 2014: $58,7862014Revenue 2015: $12,113Expenses 2015: $143,865Net Income 2015: -$131,7522015Revenue 2016: $94,449Expenses 2016: $100,198Net Income 2016: -$5,7492016Revenue 2017: $67,145Expenses 2017: $96,004Net Income 2017: -$28,8592017Revenue 2018: $55,759Expenses 2018: $134,327Net Income 2018: -$78,5682018Revenue 2019: $84,239Expenses 2019: $137,019Net Income 2019: -$52,7802019Revenue 2020: $163,174Expenses 2020: $133,353Net Income 2020: $29,8212020Revenue 2021: $173,218Expenses 2021: $135,624Net Income 2021: $37,5942021Revenue 2022: -$12,167Expenses 2022: $188,942Net Income 2022: -$201,1092022Revenue 2023: $50,783Expenses 2023: $124,636Net Income 2023: -$73,8532023Revenue 2024: -$27,330Expenses 2024: $114,134Net Income 2024: -$141,4642024

Highlighted filing

2016

Revenue$94,449
Expenses$100,198
Net Income-$5,749
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUNNEL L COLEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Birches Foundation
EIN
95-4124447
In Care Of
% GUNNEL COLE
Phone
7149661486
Address
3064 JAVA ROAD, COSTA MESA, CA 92626

Signing Officer

Name
Gunnel Cole
Title
President
Phone
7149661486
Signed
2017-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
100 OCEANGATE SUITE 800, LONG BEACH, CA 90802
Preparer
Nkechi Ojielo
Phone
5625909535
Raw XML Appendix351 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt097167
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0914
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt097167
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03064 JAVA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COSTA MESA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092626
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GUNNEL COLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07149661486
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE - CONTRIBUTES TO CHARITABLE ORGANIZATIONS ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORMAT REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GUNNEL COLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07149661486
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03064 JAVA ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COSTA MESA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092626
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt093918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ORGANIZATIONS - SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 TOWNE CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092626
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093918
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt097167
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03933
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097167
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03933
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08241
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027169
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PPA - EQUITIES COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CSC - ANNUAL REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0427
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0CA REGISTRATION/FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1200
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNEL COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149661486
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRCHES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0954124447
ReturnHeader/Filer/InCareOfNm0% GUNNEL COLE
ReturnHeader/Filer/PhoneNum07149661486
ReturnHeader/Filer/USAddress/AddressLine1Txt03064 JAVA ROAD
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F9C2357C6E7B82F97D57769B56DA5A7C8353C52
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F9C2357C6E7B82F97D57769B56DA5A7C8353C52
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033712220171775000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.194.170.138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 OCEANGATE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090802
ReturnHeader/PreparerPersonGrp/PhoneNum05625909535
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NKECHI OJIELO
ReturnHeader/ReturnTs02017-06-26T18:42:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,295,718
Liabilities
$0
Net assets
$2,295,718
Revenue
$94,449
Expenses
$100,198
Net income
-$5,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$0.03$0.11$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.03$2.15$0.05$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.03$2.22$0.01$0.19$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.17$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.06$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.01$0.14$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.18$0.12$0.06
2013Summary only. Only limited summary data is available for this year.$2.29$0.00$0.20$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$0.05$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$0.11$0.02$0.08