Birches Foundation

990PF • Fiscal year 2018 • EIN 95-4124447

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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.

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-141%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-4.9%

Faster asset growth than 23% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-17%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$2,183,243

Down $113,291 (-4.9%) from 2017

Net Assets

Down

$2,183,243

Down $113,291 (-4.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin4th percentile

Revenue

Down

$55,759

Down $11,386 (-17%) from 2017

Expenses

$134,327

Up $38,323 (+40%) from 2017

Net Income

Down

-$78,568

Down $49,709 (-172%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

Highlighted filing

2018

Assets$2,183,243

Liabilities$0

Net Assets$2,183,243

Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

Highlighted filing

2018

Revenue$55,759

Expenses$134,327

Net Income-$78,568

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 14, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GUNNEL L COLE	President	-	$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: 2019-05-14
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 Appendix357 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/PropertyDesc	0	WELLS FARGO #8030 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	WELLS FARGO #8030 ST NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	WELLS FARGO #0555 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	WELLS FARGO #8030 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	WELLS FARGO #8030 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	WELLS FARGO #0555 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2018-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GUNNEL L COLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.243064
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	127282
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	127282
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	3064 JAVA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	COSTA MESA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92626
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	GUNNEL COLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7149661486
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE - CONTRIBUTES TO CHARITABLE ORGANIZATIONS ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NO SPECIFIC FORMAT REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	GUNNEL COLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7149661486
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	3064 JAVA ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	COSTA MESA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	92626
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	121730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	VARIOUS ORGANIZATIONS - SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	600 TOWNE CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92626
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	121730
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	116821
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	10461
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	127523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	127282
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	10702
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	10461
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	34723
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PPA - EQUITIES COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	2509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	36
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	36
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	2509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	36
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5018
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NET INVESTMENT LOSS FROM PTP'S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-6673
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-6673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	456
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CSC - ANNUAL REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	456
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	1664
TaxesSchedule/TaxesDetail/Amt	2	255
TaxesSchedule/TaxesDetail/Amt	3	18
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA REGISTRATION/FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt	1	UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES - 8030
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES - 0555
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1664
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	255
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	18
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GUNNEL COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7149661486
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BIRCHES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BIRC
ReturnHeader/Filer/EIN	0	954124447
ReturnHeader/Filer/InCareOfNm	0	% GUNNEL COLE
ReturnHeader/Filer/PhoneNum	0	7149661486
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3064 JAVA ROAD
ReturnHeader/Filer/USAddress/CityNm	0	COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92626
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	8636907EFB81261BCA20597A3CC6444BC102B596
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	8636907EFB81261BCA20597A3CC6444BC102B596
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	33712220191355000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.194.170.138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	100 OCEANGATE 9th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5625909535
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	NKECHI OJIELO
ReturnHeader/ReturnTs	0	2019-05-15T16:02:05-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,183,243
Liabilities: $0
Net assets: $2,183,243
Revenue: $55,759
Expenses: $134,327
Net income: -$78,568

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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