BIRCH FAMILY SERVICES INC (EIN 112503193) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

MATTHEW STURIALE

Phone

2126161800

Tax Period

2022-07-01 to 2023-06-30

BIRCH FAMILY SERVICES INC, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $92.3M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $82.8M left a modest 10% surplus.

Mission

TO EMPOWER PEOPLE WITH AUTISM & DEVELOPMENTAL DISABILITIES TO LEAD FULFILLING LIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $21,033,608

Program Service Revenue $71,108,942

Investment Income $226,947

Other Revenue $-110,784

TOTAL REVENUE $92,258,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,580,696

Fundraising Expenses $636,010

Program Expenses $71,934,113

Other Expenses $27,185,095

TOTAL EXPENSES $82,765,791

Year-over-Year Comparison

	2022	2021	Change
Revenue	$92,258,713	$77,502,279	+0.2%
Expenses	$82,765,791	$82,983,964	0.0%
Net Income	$9,492,922	$-5,481,685	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

995

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,204,752

Total Directors

Key Employees

$257,849

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY HERNAS	CHAIR	1.00	Officer Director	$0	$0	$0
ROBIN E KELLER ESQ	FIRST VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALAN L GOLDBERG CPA	SECOND VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAN BRECHER ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
JUSTIN BACHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA BELCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGIANA A CASIMIR-MAGLIORE	BOARD MEMBER	1.00	Director	$0	$0	$0
CORIN SWIFT	BOARD MEMBER AS OF 5/2/23	1.00	Director	$0	$0	$0
JAY R INDYKE ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN RAWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
FAHEEMA T ROSTOM	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH TAMAYO	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE VARUGHESE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTY SEARLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH KAUFFMAN FULLMER	BOARD MEMBER UNTIL 3/31/23	1.00	Director	$0	$0	$0
MATTHEW STURIALE	CEO	35.00	Officer	$533,856	$30,113	$563,969
JOSHUA SCHER	CFO	35.00	Officer	$340,170	$36,812	$376,982
LISA GILDAY	COO	35.00	Officer	$254,186	$9,615	$263,801
BRIDGET WALDREN	EXECUTIVE VP	35.00	Key Emp	$246,470	$11,379	$257,849
SAMANTHA NOTTINGHAM	CHIEF DEVELOPMENT OFFICER	35.00	Highest	$217,310	$24,587	$241,897
BRIAN CELARDO	CIO/SECURITY OFFICER	35.00	Highest	$181,332	$29,941	$211,273
EILEEN BERG	COMPLIANCE OFFICER	35.00	Highest	$177,226	$28,061	$205,287
LINCOLN A GREEN	MEDICAL COORDINATOR	35.00	Highest	$162,238	$11,825	$174,063
ESPA SERGIOU	SENIOR VP OF EDUCATION SERVICES	35.00	Highest	$166,838	$15,684	$182,522

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$92,258,713	$82,765,791	$61,669,321	$9,492,922
2022	$77,502,279	$82,983,964	$63,487,127	$-5,481,685
2021	$78,917,553	$70,652,547	$68,113,610	$8,265,006
2020	$70,814,999	$72,791,494	$38,917,074	$-1,976,495
2019	$69,603,842	$69,368,356	$25,335,472	$235,486
2018	$69,165,665	$66,679,006	$27,231,924	$2,486,659

BIRCH FAMILY SERVICES INC