Civic Intelligence

Birches Foundation

990PF • Fiscal year 2022 • EIN 95-4124447

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1653%

Higher net margin than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

24th percentile

-7.2%

Faster asset growth than 24% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$2,251,061

Down $173,991 (-7.2%) from 2021

Net Assets

Down

$2,219,346

Down $205,706 (-8.5%) from 2021

Liabilities

Up

$31,715

Up $31,715 from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$12,167

Down $185,385 (-107%) from 2021

Expenses

Up

$188,942

Up $53,318 (+39%) from 2021

Net Income

Down

-$201,109

Down $238,703 (-635%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2022

Assets$2,251,061
Liabilities$31,715
Net Assets$2,219,346
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$12,167
Expenses$188,942
Net Income-$201,109
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUNNEL L COLEPresident-$0--
DAVID COLESecretary-$0--
MARCUS COLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Birches Foundation
EIN
95-4124447
Phone
7149661486
Address
3064 JAVA ROAD, COSTA MESA, CA 92626

Signing Officer

Name
Gunnel L Cole
Title
President
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ketan R Sheth an Accountancy Corporation
Address
10805 Holder Street Ste 205, Cypress, CA 90630
Preparer
Ketan R Sheth
Phone
5629121347
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0448896
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ATTCAHEMENT TO SCH D-WFA-0555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIRST TRUST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8INVESCO-ALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9INVESCO-C-E STRATEGY
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0997240
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0428354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02425052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02251061
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02085948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt031715
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COSTA MESA
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GUNNEL COLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07149661486
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHEMENT A TO PART XIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE ATTACHEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 17010
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0172671
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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/AppliedToCurrentYearAmt090789
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06205
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111386
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt089706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06205
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt089706
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021680
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01097
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES WFA-8030
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES-FIDELITY-0624
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt162
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26565
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31159
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt163
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26565
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32317
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIV DISTRIBUTION - FIDELIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON DIV DISTRIBUTIONS-WFA 0555
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NON DIV DISTRIBUTIONS-WFA 8030
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13325
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2245
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT LINE SANOFI PASTEUR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt031715
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt1231
TaxesSchedule/TaxesDetail/Amt2373
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES- WFA-0555
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES- WFA-8030
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES-FIDELITY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1231
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2373
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNEL L COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRCHES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0954124447
ReturnHeader/Filer/PhoneNum07149661486
ReturnHeader/Filer/USAddress/AddressLine1Txt03064 JAVA ROAD
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261651470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KETAN R SHETH AN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010805 Holder Street Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cypress
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum05629121347
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ketan R Sheth
ReturnHeader/ReturnTs02023-11-14T17:19:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GUNNEL L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,251,061
Liabilities
$31,715
Net assets
$2,219,346
Revenue
-$12,167
Expenses
$188,942
Net income
-$201,109
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