Herbert G Birch Services Fund Inc

Nonprofit profile at a glance

EIN
113339813
IRS 990-EZ coverage
2016–2016
Forms available
Form 990 2015, Form 990-EZ 2016
Location
New York, NY, USA
Phone
2126161800
Rating
42
Verdict
MIXED
Rating confidence
Moderate
Sector
Corporate Foundations

Reported finances

Revenue
$189,779
Expenses
$112,813
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • GERALD F MAURER (ceo TO 1/10/16; exec.dir t)
  • matthew sturiale (President/CEO, effective 0)

People named in this filing

  • JEAN RAWITT (CHAIR)
  • DAN BRECHER ESQ (VICE CHAIRMAN/TREASURER)
  • ROBIN E KELLER ESQ (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support programs run by Birch Family Services, Inc., a related 501(c)(3) organization, such as residential and educational programs.

What it reported doing in 2016

Enrichment and support programs, such as technology advancements, school supplies and other student activities. The programs also include supportive activities for the new frontier programs and related activities.herbert g. Birch services fund, inc. Is the fundraising arm of birch family services, inc., a related 501(c)(3) organization. During the reporting period 7/1/16 to 11/15/16, its efforts also raised over $199,554 for birch family services, inc.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 44
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 40.6%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 414.6%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -11.4% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -18.7% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 5 filed schedules
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.