Civic Intelligence

Birches Foundation

990PF • Fiscal year 2017 • EIN 95-4124447

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,296,534

Up $816 (+0.0%) from 2016

Net Assets

Up

$2,296,534

Up $816 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$67,145

Down $27,304 (-29%) from 2016

Expenses

Down

$96,004

Down $4,194 (-4.2%) from 2016

Net Income

Down

-$28,859

Down $23,110 (-402%) from 2016

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

2017

Assets$2,296,534
Liabilities$0
Net Assets$2,296,534
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$67,145
Expenses$96,004
Net Income-$28,859
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
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
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
100 OCEANGATE 9th Floor, LONG BEACH, CA 90802
Preparer
Nkechi Ojielo
Phone
5625909535
Raw XML Appendix339 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/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/Amt088405
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/TotalGrantOrContriPdDurYrAmt088405
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/AppliedToCurrentYearAmt091949
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03933
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091949
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03933
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt182
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET INVESTMENT LOSS FROM PTP'S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-13694
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-13694
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029675
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PPA - EQUITIES COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CSC - ANNUAL REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0441
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt1920
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/CategoryTxt0CA REGISTRATION/FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1920
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNEL COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149661486
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/AtSubmissionCreationDeviceId08636907EFB81261BCA20597A3CC6444BC102B596
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08636907EFB81261BCA20597A3CC6444BC102B596
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033712220181345000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.194.170.138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 OCEANGATE 9th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090802
ReturnHeader/PreparerPersonGrp/PhoneNum05625909535
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NKECHI OJIELO
ReturnHeader/ReturnTs02018-05-14T15:23:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,296,534
Liabilities
$0
Net assets
$2,296,534
Revenue
$67,145
Expenses
$96,004
Net income
-$28,859
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