2011-05-11T20:18:31-05:00 2010-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2009-07-01 112503193 Birch Family Services INC BIRC 2126161800 104 WEST 29TH STREET No 3RD FL new york NY 10001 gerald maurer phd 2126161800 2011-05-11 1 FREDERICK H ROTHMAN 2128674000 2009 2016-02-24 21:20:13Z gerald maurer phd 104 WEST 29TH STREET No 3RD FL new york NY 10001 47040144 0 X www.birchfamilyservices.org X 1975 NY Since 1975, Birch Family Services has had a steadfast 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. 12 12 995 0 0 0 5827098 6626789 38272926 40329113 25968 23987 30401 60255 44156393 47040144 0 0 35313058 0 0 465911 11479896 465911 46792954 43690482 247190 18859506 17972157 16515446 15380907 2344060 2591250 Since 1975, Birch Family Services has had a steadfast 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. 0 0 30714119 27413063 Birch operates early childhood programs throughout New York City. 1,000 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 400 typically-developing preschoolers (30% of enrollment), including students funded through Federal and NYC 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's "annex" in Washington Heights for 5-8 year olds with autism, Birch's school-age program currently serves over 100 children.Birch is renowned for it's expertise in the education of children with Autism Spectrum Disorders. Birch trains nearly 500 staff each year in effective methods for these children. 10732909 12976305 Birch also operates other services for people with special needs. over fifty adolescents and adults with severe developmental disabilities receive around-the-clock care in Birch's eight 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 actively participate. The Birch Family Camp originated from Birch's early work with infants and preschoolers with developmental disabilities who were infected by HIV. Since AIDS continues to devastate so many families, Birch operates the Birch Family Camp for over 200 family members who are affected by HIV/AIDS in the greater NYC area. 41447028 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 63 0 1 995 1 0 0 0 0 0 0 0 0 0 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X Larisa Tkach Controller 2126161800 104 WEST 29TH STREET - 3RD FLOOR NEW YORK NY 10001 Robin E Keller Esq 1.00 X X 0 0 0 Glenn S Goldman 1.00 X X 0 0 0 Dan Brecher Esq 1.00 X X 0 0 0 Alan L Goldberg CPA 1.00 X X 0 0 0 Jean Rawitt 1.00 X X 0 0 0 Judy Collins Esq 1.00 X 0 0 0 Richard Farley Esq 1.00 X 0 0 0 Iris Fishman MA CCC-SLP 1.00 X 0 0 0 Judith Kauffman Fullmer 1.00 X 0 0 0 Sheron Makara 1.00 X 0 0 0 Douglas J Ronai 1.00 X 0 0 0 Loudes Slater Esq 1.00 X 0 0 0 Gerald F Maurer 33.00 X 262093 0 24736 Susan Miller 35.00 X 170318 0 23857 Philip Gartenberg 35.00 X 50017 0 0 Lester R Kaufman 35.00 X 173818 0 16926 Lisa Gilday 35.00 X 138760 0 9179 Felicia Y Robinson-Fior 35.00 X 124929 0 8550 Carol Healy 35.00 X 108896 0 13062 Anthony Trunfio 35.00 X 116685 0 12698 Karen Zemsky Czizik 35.00 X 104994 0 17023 1250510 0 126031 8 0 1 0 Princeton Direct Care LLC PO Box 60839 Charlotte NC 28260 Consulting 472562 Interfysio 61 Broadway Suite 2824 New York NY 10006 Recruiting 234388 Loeb & Troper 655 Third Avenue 12th Floor New York NY 10017 Accounting 186404 Vassalotti Associates Architects LLP 3000 Marcus Ave Suite 2E8 New Hyde Park NY 11042 Architecture 133417 Nurseworks PO Box 504884 St Louis MO 63150 Consulting 131600 5 157103 6469686 6626789 Tuition 611600 27342817 27342817 Medicaid Revenue 624410 12976305 12976305 Day Care Private Fees 623990 9991 9991 40329113 23987 23987 Miscellaneous 900099 60255 60255 60255 47040144 40389368 0 23987 752053 752053 28242040 26255121 1986919 958351 903542 54809 3023308 2739560 283748 2337306 2112539 224767 184101 184101 1647471 1480183 167288 122834 122834 3300791 2945252 355539 4371621 3639237 732384 299965 278023 21942 133101 113771 19330 191160 191160 1062675 840151 222524 148475 121947 26528 Miscellaneous 17702 17702 46792954 41447028 5345926 0 1637866 14275 2296574 6177011 4847623 87257 54046 14428551 5609023 9371194 8819528 1586178 1940111 18859506 17972157 4702916 5335897 11586805 9776377 225725 268633 16515446 15380907 X 2344060 2591250 2344060 2591250 18859506 17972157 X 0 1 1 X 1 1 X 6379250 6416425 6199271 5827098 6626789 31448833 36258034 35869140 37709250 38272926 40329114 188438464 42637284 42285565 43908521 44100024 46955903 219887297 0 0 0 219887297 38078 40048 48160 25968 23987 176241 38078 40048 48160 25968 23987 176241 4675 8269 17498 30401 60255 121098 42680037 42333882 43974179 44156393 47040145 220184636 0.99860 0.99810 0.00080 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 188132 144222 1513261 1513261 10398856 4123581 6275275 2516434 1485442 1030992 8819528 other assets 119328 debt service reserve fund - fixed income 584220 bond escrow - fixed income 144222 deferred bond, loan financing and other program costs 817086 Due from The Herbert G. Birch Fund, Inc. 275255 1940111 due to omrdd 268633 268633 47040144 46792954 247190 0 247190 48027056 662237 324675 986912 47040144 0 47040144 47565638 662237 110447 772684 46792954 0 46792954 Part X: Description of Uncertain Tax Positions Under FIN 48: Effective July 1, 2009, Birch Family Services adopted the provision pertaining to uncertain tax positions (ASC Topic 740) and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Part XII, Line 2d - Other Adjustments: related ORGANIZATION'S REVENUE: 324675. Part XIII, Line 2d - Other Adjustments: RELATED ORGANIZATION'S EXPENSES: 110447. X 0 0 0 0 0 0 0 0 0 Gerald F Maurer 262093 0 0 0 0 0 17150 0 7586 0 286829 0 0 0 Susan Miller 170318 0 0 0 0 0 12250 0 11607 0 194175 0 0 0 Lester R Kaufman 173818 0 0 0 0 0 12250 0 4676 0 190744 0 0 0 Form 990, Part VI, Section B, line 11 The 990 will be reviewed by the finance committee prior to its being filed. 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 statements 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 an employee. 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, line 15a THE FINANCE COMMITTEE AND BOARD REVIEW THE PERFORMANCE AND CONTRACT OF THE CEO ON A YEARLY BASIS. THEY CONDUCT COMPARABILITY STUDIES TO DETERMINE IF COMPENSATION IS REASONABLE. The last determination was made on 06/02/2009. Form 990, Part VI, Section C, line 18 These documents are AVAILABLE TO THE PUBLIC UPON REQUEST Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS are AVAILABLE TO THE PUBLIC UPON REQUEST Form 990, Part VII, Section A, Column B Gerald Maurer devoted an additional 2 hours a week for The Herbert G. Birch Services Fund, Inc. Form 990, Part XI, Line 2c The process has not changed from the prior year. Herbert G Birch Family Services Fund 104 W 29th Street Third Floor New York NY 10001 113339813 Fund raising NY 501(c)(3) Line 11a, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Herbert G Birch Fund C 157103