Civic Intelligence

Birches Foundation

990PF • Fiscal year 2020 • EIN 95-4124447

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,159,343

Up $30,730 (+1.4%) from 2019

Net Assets

Up

$2,159,343

Up $30,730 (+1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin69th percentile

Revenue

Up

$163,174

Up $78,935 (+94%) from 2019

Expenses

Down

$133,353

Down $3,666 (-2.7%) from 2019

Net Income

Up

$29,821

Up $82,601 (+157%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2020

Assets$2,159,343
Liabilities$0
Net Assets$2,159,343
Open 2020 Filing

Operations Trend

Revenue Growth91st 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

2020

Revenue$163,174
Expenses$133,353
Net Income$29,821
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-05-13
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 Appendix356 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/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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE - CONTRIBUTES TO CHARITABLE ORGANIZATIONS ONLY
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
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/ContributingManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0104961
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104961
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/AppliedToCurrentYearAmt0108719
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016592
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119106
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010387
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06205
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18441
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18441
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0625
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0625
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0909
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PPA - EQUITIES COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CSC - ANNUAL REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1119
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/CategoryTxt0CA REGISTRATION/FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - 8030
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES - 0555
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNEL COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149661486
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
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/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/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NKECHI OJIELO
ReturnHeader/ReturnTs02021-05-14T19:29:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GUNNEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,159,343
Liabilities
$0
Net assets
$2,159,343
Revenue
$163,174
Expenses
$133,353
Net income
$29,821
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