BIRCH FAMILY SERVICES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BIRCH FAMILY SERVICES INC (EIN 11-2503193)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201600439349302240
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T13:41:18-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112503193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRCH FAMILY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RINKU BHATTACHARYA | InCareOfNm |
| Business Name Control | BIRC | BusinessNameControlTxt |
| Phone | 2126161800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST 29TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RINKU BHATTACHARYA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126161800 | PhoneNum |
| Signature | 2016-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALD F MAURER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST 29TH ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,374,495 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIRCHFAMILYSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE FINEST EDUCATION, THERAPEUTIC & RESID. SRVCS. TO PEOPLE WITH AUTISM & OTHER DEVE. DISAB. & TO HELP THEIR FAMILIES OVERCOME LIFELONG OBSTACLES THEY MAY FACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1151 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,663,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,284,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,261,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,052,399 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $83 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,271 | PYOtherRevenueAmt |
| CY Other Revenue | $37,778 | CYOtherRevenueAmt |
| PY Total Revenue | $55,006,802 | PYTotalRevenueAmt |
| CY Total Revenue | $54,374,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,469,811 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,455,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,257,749 | PYOtherExpensesAmt |
| CY Other Expenses | $14,402,562 | CYOtherExpensesAmt |
| PY Total Expenses | $54,727,560 | PYTotalExpensesAmt |
| CY Total Expenses | $54,857,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $279,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$483,250 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,434,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,352,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,954,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,354,870 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,480,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,997,194 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE THE FINEST EDUCATION, THERAPEUTIC AND RESIDENTIAL SERVICES TO PEOPLE WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES AND TO HELP THEIR FAMILIES OVERCOME LIFELONG OBSTACLES THEY FACE IN RAISING CHILDREN WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $32,354,485 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $31,647,214 | RevenueAmt |
| Desc | BIRCH OPERATES EARLY CHILDHOOD PROGRAMS THROUGHOUT NEW YORK CITY. 832 YOUNG CHILDREN WITH SEVERE DEVELOPMENTAL DELAYS ARE RECEIVING THE SPECIALIZED THERAPEUTIC AND EDUCATIONAL SERVICES THEY NEED TO OVERCOME THE OBSTACLES THEY AND THEIR FAMILIES FACE. BIRCH ALSO SERVES AN ADDITIONAL 230 TYPICALLY-DEVELOPING PRESCHOOLERS, INCLUDING STUDENTS FUNDED THROUGH FEDERAL HEAD START, AND NYC CHILDREN'S SERVICES. BECAUSE OF THE SUCCESS OF OUR PROGRAMS, MANY OF THE CHILDREN WITH DEVELOPMENTAL DELAYS WHOM BIRCH GRADUATES EACH YEAR ENTER PUBLIC SCHOOL CLASSES FOR TYPICALLY DEVELOPING CHILDREN OR ARE ABLE TO PARTICIPATE IN LESS INTENSIVE SPECIAL CLASSES. THE PHYLLIS L. SUSSER SCHOOL FOR EXCEPTIONAL CHILDREN IN FLUSHING SERVES CHILDREN AGES 5-21 WITH AUTISM, MENTAL RETARDATION, EMOTIONAL DISABILITIES, SEVERE SPEECH AND LANGUAGE IMPAIRMENTS AND TRAUMATIC BRAIN INJURIES WHOSE NEEDS CANNOT BE MET BY THE PUBLIC SCHOOL SYSTEM. COMBINED WITH BIRCH ANNEX IN WASHINGTON HEIGHTS FOR 5-8 YEAR OLDS WITH AUTISM, BIRCH'S SCHOOL AGE PROGRAM CURRENTLY SERVES OVER 105 CHILDREN. RENOWNED FOR ITS EXPERTISE IN THE EDUCATION OF CHILDREN WITH AUTISM SPECTRUM DISORDERS, BIRCH TRAINS NEARLY 500 STAFF EACH YEAR IN EFFECTIVE METHODS FOR THESE CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,438,040 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,405,185 | RevenueAmt |
| Desc | BIRCH OPERATES OTHER COMMUNITY BASED SERVICES FOR PEOPLE WITH SPECIAL NEEDS. 87 ADOLESCENTS AND ADULTS WITH SEVERE DEVELOPMENTAL DISABILITIES RECEIVE TWENTY-FOUR HOUR CARE IN BIRCH'S 14 RESIDENCES LOCATED IN BROOKLYN AND QUEENS. MANY OF THESE INDIVIDUALS HAD BEEN LIVING IN STATE INSTITUTIONS BUT NOW ENJOY REAL HOMES IN COMMUNITIES IN WHICH THEY CAN ACTUALLY PARTICIPATE. WE HAVE ALSO SERVED 38 INDIVIDUALS IN OUR DAY HABILITATION PROGRAMS IN TWO SITES IN BROOKLYN AND QUEENS, TO ASSIST THEM IN TRANSITIONING FROM HIGH SCHOOL BY ENGAGING THEM IN ACTIVITIES THAT PROMOTE EVENTUAL EMPLOYMENT AND INDEPENDENT LIVING IN ADDITION TO SERVING 103 INDIVIDUALS IN OUR MEDICAID SERVICE COORDINATION PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,792,525 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1151 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RINKU BHATTACHARYA | PersonNm |
| Phone | 2126161824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST 29TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBIN E KELLER ESQ | |||||||||
| CHAIRMAN | 3.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN BRECHER ESQ | |||||||||
| FIRST VICE CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUDITH KAUFFMAN FULLMER | |||||||||
| SECOND VICE CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN L GOLDBERG CPA | |||||||||
| TREASURER | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEAN RAWITT | |||||||||
| SECRETARY | 3.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUDY COLLINS ESQ thru 215 | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FARLEY ESQ | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY FIALKOFF | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY R INDYKE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARON JONES THRU 814 | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lourdes Slater from 415 | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE VARUGHESE | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GERALD F MAURER | |||||||||
| CHIEF EXECUTIVE OFFICER | 33.0 | 2.0 | Yes (X) | $221,456 | $31,059 | $31,425 | |||
| SUSAN MILLER THRU 814 | |||||||||
| CHIEF OPERATING OFFICER | 35.0 | 0.0 | Yes (X) | $103,600 | $0 | $26,485 | |||
| RINKU BHATTACHARYA | |||||||||
| CHIEF FINANCIAL OFFICER | 35.0 | 0.0 | Yes (X) | $165,017 | $0 | $18,898 | |||
| LISA GILDAY | |||||||||
| DIR OF ED/ COO EFFECTIVE 8/14 | 35.0 | 0.0 | Yes (X) | $144,548 | $0 | $8,736 | |||
| LESTER R KAUFMAN | |||||||||
| EXECUTIVE VICE PRESIDENT | 35.0 | 0.0 | $162,692 | $0 | $21,197 | Yes (X) | |||
| FELICIA Y ROBINSON-FIORILLO | |||||||||
| DIRECTOR OF RESIDENTIAL SRVCS | 35.0 | 0.0 | $120,876 | $0 | $7,561 | Yes (X) | |||
| JUDITH LEWIS-ARCHER | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 35.0 | 0.0 | $120,272 | $0 | $18,140 | Yes (X) | |||
| ANTHONY TRUNFIO | |||||||||
| DIRECTOR OF FACILITIES | 35.0 | 0.0 | $103,689 | $0 | $16,241 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,142,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $31,059 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $148,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEMPOSITIONS HEALTH CARE INC | |||||
| 420 LEXINGTON AVENUE SUITE 2100 | NEW YORK | NY | 10170 | MENTAL HYGIENE | $262,533 |
| MITCHELLMARTIN INC | |||||
| 307 WEST 38TH STREET SUITE 1305 | NEW YORK | NY | 10018 | THERAPY | $213,319 |
| Pride Healthcare LLC | |||||
| 420 Lexington AVENUE Suite 220 | NEW YORK | NY | 10170 | Mental Hygiene | $206,573 |
| AXION LLC | |||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | MENTAL HYGIENE | $203,060 |
| Career Builders LLC | |||||
| 13047 Collection Center Drive | CHICAGO | IL | 60663 | Recruiting | $128,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,992,322 | GovernmentGrantsAmt |
| All Other Contributions | $291,913 | AllOtherContributionsAmt |
| Total Contributions | $4,284,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611600 | $31,464,768 | $31,464,768 |
| MEDICAID REVENUE | 624410 | $18,405,185 | $18,405,185 |
| TRAINING & CONSULTANT SERVICES | 611600 | $182,446 | $182,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,052,399 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83 | TotalRevenueColumnAmt |
| Exclusion | $83 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,778 | TotalRevenueColumnAmt |
| Exclusion | $37,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,778 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,374,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,052,399 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,861 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,408 | TotalAmt |
| Program Services | $228,541 | ProgramServicesAmt |
| Management And General | $643,867 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,339,570 | TotalAmt |
| Program Services | $30,006,163 | ProgramServicesAmt |
| Management And General | $2,333,407 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,011 | TotalAmt |
| Program Services | $572,939 | ProgramServicesAmt |
| Management And General | $24,072 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,162,877 | TotalAmt |
| Program Services | $3,831,364 | ProgramServicesAmt |
| Management And General | $331,513 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,483,317 | TotalAmt |
| Program Services | $2,264,888 | ProgramServicesAmt |
| Management And General | $218,429 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,716 | TotalAmt |
| Management And General | $200,716 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,140 | TotalAmt |
| Management And General | $162,140 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,846 | TotalAmt |
| Program Services | $14,846 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,366,162 | TotalAmt |
| Program Services | $2,030,000 | ProgramServicesAmt |
| Management And General | $336,162 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,142 | TotalAmt |
| Program Services | $377,599 | ProgramServicesAmt |
| Management And General | $245,543 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,070,996 | TotalAmt |
| Program Services | $4,195,276 | ProgramServicesAmt |
| Management And General | $875,720 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,162 | TotalAmt |
| Program Services | $383,352 | ProgramServicesAmt |
| Management And General | $34,810 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,939 | TotalAmt |
| Program Services | $371,743 | ProgramServicesAmt |
| Management And General | $47,196 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,887 | TotalAmt |
| Program Services | $1,297,840 | ProgramServicesAmt |
| Management And General | $282,047 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,412 | TotalAmt |
| Program Services | $399,648 | ProgramServicesAmt |
| Management And General | $91,764 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM OPERATIONAL EXPENSES | $1,778,821 | $1,766,924 | $11,897 | $0 |
| FOOD | $923,060 | $922,039 | $1,021 | $0 |
| STAFF DEVELOPMENT | $95,678 | $53,634 | $42,044 | $0 |
| START-UP EXPENSES | $71,638 | $71,638 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,963 | TotalAmt |
| Program Services | $4,091 | ProgramServicesAmt |
| Management And General | $182,872 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,857,745 | TotalAmt |
| Program Services | $48,792,525 | ProgramServicesAmt |
| Management And General | $6,065,220 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,360 | BOYAmt |
| EOY | $11,160 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,605,634 | BOYAmt |
| EOY | $3,130,704 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,004,753 | BOYAmt |
| EOY | $7,022,004 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,622 | BOYAmt |
| EOY | $555,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,136,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,794,466 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,291,409 | BOYAmt |
| EOY | $11,342,377 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,186 | BOYAmt |
| EOY | $1,290,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,434,964 | BOYAmt |
| EOY | $23,352,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,266 | BOYAmt |
| EOY | $4,767,114 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,265,000 | BOYAmt |
| EOY | $4,120,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,559,535 | BOYAmt |
| EOY | $5,198,293 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,270,719 | BOYAmt |
| EOY | $6,269,463 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,954,520 | BOYAmt |
| EOY | $20,354,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,339,856 | BOYAmt |
| EOY | $2,973,849 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,588 | BOYAmt |
| EOY | $23,345 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,444 | BOYAmt |
| EOY | $2,997,194 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,434,964 | BOYAmt |
| EOY | $23,352,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$483,250 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,113,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,438,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,663,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,284,235 | CurrentTaxYearAmt |
| Total | $25,499,538 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,061,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,189,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,578,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,261,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,052,399 | CurrentTaxYearAmt |
| Total | $241,142,298 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $733,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $524,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $545,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $757,143 | CurrentTaxYearAmt |
| Total | $3,296,793 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,909,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,361,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,103,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,470,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,093,777 | CurrentTaxYearAmt |
| Total | $269,938,629 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,000 | CurrentTaxYearAmt |
| Total | $205,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,000 | CurrentTaxYearAmt |
| Total | $205,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $269,733,629 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83 | CurrentTaxYearAmt |
| Total | $77,021 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83 | CurrentTaxYearAmt |
| Total | $77,021 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,778 | CurrentTaxYearAmt |
| Total | $192,985 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,941,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,424,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,158,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,552,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,131,638 | CurrentTaxYearAmt |
| Total | $270,208,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99824 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99840 | PublicSupportPY509Pct |
| Investment Income CY | 0.00028 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00038 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $14,846 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $14,846 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1I: | FormAndLineReferenceDesc |
| Explanation | BIRCH FAMILY SERVICES, INC. HIRED A PROFESSIONAL LOBBYING FIRM TO REPRESENT THE AGENCY IN NEGOTIATIONS WITH THE CITY OF NEW YORK TO MAINTAIN THE CURRENT SERVICES PROVIDED BY BIRCH FAMILY SERVICES. THE FIRM'S ENGAGEMENT UNDER THE AGREEMENT MAY INCLUDE, BUT NOT BE LIMITED TO, REPRESENTATION BEFORE DEPUTY MAYOR FOR HEALTH AND HUMAN SERVICES, LILLIAM BARRIOS-PAOLI, DEPUTY MAYOR FOR STRATEGIC POLICY INITIATIVES, RICHARD BUERY, NEW YORK CITY ADMINISTRATION FOR CHILDREN'S SERVICES, NEW YORK CITY DEPARTMENT OF EDUCATION, THE MAYOR'S OFFICE OF CONTRACT SERVICES AND NEW YORK CITY DEPARTMENT OF INVESTIGATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $534,530 | BeginningBalanceAmt |
| Distributions During Year | $126,782 | DistributionsDuringYearAmt |
| Ending Balance | $407,748 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,513,261 | OtherCostOrOtherBasisAmt |
| Book Value | $1,513,261 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,567,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,865,555 | DepreciationAmt |
| Book Value | $5,701,713 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,674,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,487,516 | DepreciationAmt |
| Book Value | $2,187,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $842,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $654,246 | DepreciationAmt |
| Book Value | $188,491 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,539,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,787,149 | DepreciationAmt |
| Book Value | $1,751,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,342,377 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $91,278 |
| DUE FROM AFFILIATE | $28,918 |
| DEFERRED BOND AND OTHER COSTS | $404,848 |
| ASSETS LIMITED TO USE | $765,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,290,631 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GOVERNMENTAL AGENCIES | Desc |
| Amt | $6,269,463 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,269,463 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,131,638 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $757,143 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $757,143 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,374,495 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $54,374,495 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,614,888 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $757,143 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $757,143 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,857,745 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $54,857,745 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | ASSETS WHOSE USE IS LIMITED IS COMPRISED OF ASSETS SET ASIDE UNDER THE TERMS OF ESCROW AGREEMENTS, UNDER THE CONTROL OF THE NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY, THE ORGANIZATION AND THE ESCROW AGENT, TO BE USED FOR CAPITAL REPLACEMENTS. |
| PART X, LINE 2: | BIRCH FAMILY SERVICES, INC. (THE "REPORTING ORGANIZATION") ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, "INCOME TAXES". UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED. THEN IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON THE REPORTING ORGANIZATION'S COMBINING FINANCIAL STATEMENTS. THE REPORTING ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE REPORTING ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE REPORTING ORGANIZATION HAS FILED IRS FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. FOR THE YEAR ENDED JUNE 30, 2015, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE COMBINING STATEMENT OF ACTIVITIES. THE REPORTING ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY A TAXING AUTHORITY. AS OF JUNE 30, 2015, THE REPORTING ORGANIZATION WAS NOT SUBJECT TO ANY EXAMINATION BY THE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT THE REPORTING ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD F MAURER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $214,089 | $30,026 | $0 | $0 | $7,367 | $1,033 | $12,771 | $1,791 | $14,789 | $2,074 | $249,016 | $34,924 | $0 | $0 |
| RINKU BHATTACHARYA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $165,017 | $0 | $0 | $0 | $0 | $0 | $7,134 | $0 | $11,764 | $0 | $183,915 | $0 | $0 | $0 |
| LESTER R KAUFMAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $162,692 | $0 | $0 | $0 | $0 | $0 | $9,994 | $0 | $11,203 | $0 | $183,889 | $0 | $0 | $0 |
| LISA GILDAY | ||||||||||||||
| DIR OF ED/ COO EFFECTIVE 8/14 | $144,548 | $0 | $0 | $0 | $0 | $0 | $8,059 | $0 | $677 | $0 | $153,284 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| A | 146000293 | 649906SM7 | 2012-02-29 | $2,612,223 | RENOVATING AND EQUIPPING FACILITY | false | false | Yes (true) |
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| B | 146000293 | 649907LI9 | 2013-03-13 | $1,313,212 | RENOVATING AND EQUIPPING FACILITY | false | false | Yes (true) |
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| C | 146000293 | 6499075C2 | 2014-11-26 | $1,453,777 | RENOVATING AND EQUIPPING FACILITY | false | false | Yes (true) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $2,612,223 | $235,282 | $0 | $0 | $52,244 | $0 | $0 | $2,324,696 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $1,313,212 | $69,094 | $0 | $0 | $26,264 | $0 | $0 | $1,217,854 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $1,453,777 | $62,652 | $0 | $0 | $29,076 | $0 | $0 | $1,362,049 | $0 | $0 | 2014 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | Yes (true) | |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. DRAFT FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CEO, CFO AND CONTROLLER AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN DRAFT VIA ELECTRONIC MAIL, WITH AN OPPORTUNITY FOR THEM TO COMMENT OR MAKE INQUIRY BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ALL EMPLOYEES AND BOARD MEMBERS OF BIRCH FAMILY SERVICES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE FROM THE COMPLIANCE OFFICER ON HOW TO HANDLE THE SITUATION. BOARD MEMBERS AND MANAGEMENT EMPLOYEES WILL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT ANY POTENTIAL CONFLICT OF INTEREST ON AN ANNUAL BASIS. BUSINESS DEALINGS WITH OUTSIDE ENTITIES SHOULD NOT RESULT IN UNUSUAL GAIN FOR THOSE ENTITIES, BIRCH BOARD MEMBERS AND EMPLOYEES. BECAUSE OF THE ABOVE STATEMENT, IF A CONFLICT ARISES, BIRCH EVALUATES THE POTENTIAL GAIN ON A CASE BY CASE BASIS BEFORE DETERMINING IF THE BOARD MEMBER OR EMPLOYEE IN QUESTION CAN BE ALLOWED TO PARTICIPATE. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | THE BOARD REVIEWED A DETAILED STUDY OF THE AGENCY'S FOUR (4) EXECUTIVE LEVEL POSITIONS. AFTER DUE DELIBERATION WITH SUBSTANTIATED STUDY RESULTS, THE BOARD DETERMINED COMPENSATION FOLLOWING COMPARISON WITH LOCAL AGENCIES HAVING A COMPARABLE MIX OF SERVICES AND FUNDING SOURCES. THE DATA FOR THIS STUDY WAS DRAWN FROM THE MOST RECENT FORM 990S REPORTED BY THOSE AGENCIES AND INDICATED THAT TOTAL COMPENSATION OF BIRCH'S EXECUTIVES WAS WITHIN +/- 3% OF THE MEDIAN TOTAL COMPENSATION FOR THEIR COUNTERPARTS IN THE PEER GROUP AGENCIES. THE BOARD CONCLUDED THAT THE COMPENSATION TO EXECUTIVES OF BIRCH FAMILY SERVICES IS JUSTIFIED BY THE OUTSTANDING QUALITY OF THEIR JOB PERFORMANCE, THEIR YEARS OF EXPERIENCE AND THE BROAD SCOPE OF THEIR DUTIES, THE DIVERSITY AND COMPLEXITY OF THE PROGRAMS AND SERVICES THEY MANAGE, THE FINANCIAL RESOURCES OF THE AGENCY, AND DULY DILIGENT PERIODIC REVIEWS BY THE BOARD OF DIRECTORS OF EXECUTIVE COMPENSATION IN RELATION TO LIKE POSITIONS IN COMPARABLE AGENCIES. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II: | ALLOCATION OF COMPENSATION TO FILING AND RELATED ORGANIZATIONS: GERALD F. MAURER'S, CHIEF EXECUTIVE OFFICER, COMPENSATION WAS INTERNALLY ALLOCATED TO A RELATED ORGANIZATION, HERBERT G. BIRCH SERVICES FUND, INC. EIN 11-3339813. A FORM W-2 WAS NOT ISSUED BY THE RELATED ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT G BIRCH SERVICES FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST 29TH STREET 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113339813 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 | PublicCharityStatusTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |