Civic Intelligence

Birches Foundation

990PF • Fiscal year 2023 • EIN 95-4124447

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

Organization Profile
4033 Terra Granada Dr 4CWalnut Creek, CA 94595

(714) 624-6905

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.59x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-145%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$2,175,493

Down $75,568 (-3.4%) from 2022

Net Assets

Down

$2,145,493

Down $73,853 (-3.3%) from 2022

Liabilities

Down

$30,000

Down $1,715 (-5.4%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

Up

$50,783

Up $62,950 (+517%) from 2022

Expenses

Down

$124,636

Down $64,306 (-34%) from 2022

Net Income

Up

-$73,853

Up $127,256 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$2,175,493
Liabilities$30,000
Net Assets$2,145,493
Open 2023 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

2023

Revenue$50,783
Expenses$124,636
Net Income-$73,853
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.1
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
7146246905
Address
4033 TERRA GRANADA DR 4C, WALNUT CREEK, CA 94595

Signing Officer

Name
Gunnel L Cole
Title
President
Signed
2024-11-09
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 Appendix278 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0101621
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06205
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124509
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06205
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114744
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013123
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111386
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT FEES-FIDELITY-0624
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTRATION RENEWAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06713
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12907
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06714
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013427
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTRHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04521
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04521
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt031715
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT LINE SANOFI PASTEUR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt030000
TaxesSchedule/TaxesDetail/Amt0269
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES-FIDELITY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0269
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNEL L COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRCHES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0954124447
ReturnHeader/Filer/PhoneNum07146246905
ReturnHeader/Filer/USAddress/AddressLine1Txt04033 TERRA GRANADA DR 4C
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
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/ReturnTs02024-11-09T13:33:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,175,493
Liabilities
$30,000
Net assets
$2,145,493
Revenue
$50,783
Expenses
$124,636
Net income
-$73,853
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