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Birchtree FY2020 filing

Tax-deductible

Portsmouth, NH501(c)(3)Since 2002Foundations & Grantmakers EIN 02-0520364Revenue $4.8M in FY2020

On file with the IRSbirchtreecenter.org215 Commerce Way Ste 300, 03801-3244 · Portsmouth, NHTax-exempt since Jan 2001Publicly supported charity — 170(b)(1)(A)(vi)

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Promote independence, engaging relationships & productive lives for children & youth with autism

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$252K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $342K a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$252K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $29K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$474K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.8M
Spent
$4.7M
To programs
93%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$4.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.8M
FY2021$5.5M
FY2022$5.6M
FY2023$6.0M
FY2024$6.6M
FY2025$6.8M
Expenses
$4.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.7M
FY2021$4.9M
FY2022$5.2M
FY2023$5.6M
FY2024$6.0M
FY2025$6.6M
Net assets
$1.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.6M
FY2022$1.9M
FY2023$2.3M
FY2024$2.8M
FY2025$3.0M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $4.4M Management & general 6% · $269K Fundraising 1% · $71K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $252K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Sandra Pierce-Jordan
Exec. Director (non-Voting
$141,387Pt VII · Sec A
Holly Robacher
Director of Finance (non-V
$110,804Pt VII · Sec A
Glicka Kaplan
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
Pascal Orliac
Vice President
$0Pt VII · Sec A
Nicole Paul
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Dennis Riendeau
Treasurer (term 6/2020)
$0Pt VII · Sec A

Sandra Pierce-Jordan’s $198K as Exec. Director (non-Voting) is at the 81st percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sandra Pierce-Jordan$197,698$193,379$172,460$155,972$146,579$141,387
Holly Robacher$158,617$133,804$114,934$115,844$108,720$110,804
Michelle Fagen$143,518$137,512$110,420$110,418——
Sarah Ouellette$143,443$127,732$118,827———
Stephanie Morin$142,776$128,387$123,357$109,405——
Rebecca Berkowitz$121,920$112,723————
Sarah Dostie$106,098—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers children and youth with autism to live independent, engaged, and productive lives.

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Provided by the organization

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1 program · $4.4M · in their own filed words · FY2019
01

The birchtree center serves hundreds of individuals each year, including children and youth with autism, their families, their teachers and caregivers, and the people who attend our educational programs.

$4.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Doug Flutie JR Foundation for Autism INCFY2024$12K
Raymond James Charitable Endowment FundFY2024$12K
Paypal Charitable Giving FundFY2024$5K
Total grants receivedfrom 3 funders$29K
See all 3 funders →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$4.8M
Ln 12
Fees for servicesLn 2g$4.6M
Gifts and grantsLn 1h$162K
Other incomeLn 4–11$28K
Money outPt IX
$4.7M
Ln 25
Programscol B$4.4M
Managementcol C$269K
Fundraisingcol D$71K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.5M
LiabilitiesLn 26$474K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$162K
Government grantsLn 1e$10K
Fundraising eventsLn 1c$42K
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$10K
Other incomeLn 4–11$28K
Total revenueLn 12$4.8M
Assets in detailPt X, end of year
CashLn 1$126K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$101K
Other assetsLn 15$30K
Total assetsLn 16$1.5M
LiabilitiesLn 26$474K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 5108
VolunteersI 635
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$870K$1.3M
Land, buildings, equipmentLn 10c$140K$101K
Total assetsLn 16$1.2M$1.5M
LiabilitiesLn 26$262K$474K
Net assetsLn 32$969K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$160K$151K$9K
Other salaries and wagesLn 7$3.3M$3.0M$175K$49K
Other employee benefitsLn 9$418K$390K$22K$6K
Payroll taxesLn 10$257K$239K$14K$4K
Accounting feesLn 11c$14K$14K
Office expensesLn 13$10K$9K$521$140
Information technologyLn 14$13K$12K$679$182
OccupancyLn 16$360K$336K$19K$5K
TravelLn 17$16K$16K$100
Depreciation, depletion and amortizationLn 22$48K$45K$3K$690
InsuranceLn 23$24K$22K$1K$345
Other expenses (24a–d)Ln 24$121K$116K$4K$1K
All other expensesLn 24e$24K$14K$7K$4K
Total functional expensesLn 25$4.7M$4.4M$269K$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.8M$6.6M$184K$3.0M 990 PDF
FY2024 $6.6M$6.0M$551K$2.8M 990 PDF
FY2023 $6.0M$5.6M$354K$2.3M 990 PDF
FY2022 $5.6M$5.2M$337K$1.9M 990 PDF
FY2021 $5.5M$4.9M$531K$1.6M 990 PDF
FY2020 Viewing $4.8M$4.7M$94K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $4,827,077 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,481$161,684
I-9 Program service revenuePrior year $4,973,883$4,627,741
I-10 Investment incomePrior year $7,155$10,014
I-11 Other revenuePrior year $113,591$27,638
I-12 Total revenuePrior year $5,204,110$4,827,077
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,299,133$4,102,796
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $704,252$630,650
I-18 Total expensesPrior year $5,003,385$4,733,446
I-19 Revenue less expensesPrior year $200,725$93,631
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,827,077 across 9 lines filed
VIII-1c Fundraising events$42,097
VIII-1e Government grants$10,000
VIII-1f All other contributions, gifts and grants$109,587
VIII-1h Total contributions, gifts and grants$161,684
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,627,741$4,627,741
VIII-3 Investment incomeExcluded from tax $10,014$10,014
VIII-8 Net income from fundraising eventsExcluded from tax $26,930$26,930
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $708$708
VIII-12 Total revenueRelated to mission $4,628,449 · Unrelated business $0 · Excluded from tax $36,944$4,827,077
Part IX · Statement of functional expenses $4,733,446 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $150,979 · Management $8,534$159,513
IX-7 Other salaries and wagesPrograms $3,044,670 · Management $174,774 · Fundraising $49,065$3,268,509
IX-9 Other employee benefitsPrograms $389,693 · Management $22,361 · Fundraising $6,112$418,166
IX-10 Payroll taxesPrograms $239,205 · Management $13,722 · Fundraising $3,681$256,608
IX-11c Accounting feesManagement $14,100$14,100
IX-13 Office expensesPrograms $9,075 · Management $521 · Fundraising $140$9,736
IX-14 Information technologyPrograms $11,839 · Management $679 · Fundraising $182$12,700
IX-16 OccupancyPrograms $335,577 · Management $19,250 · Fundraising $5,164$359,991
IX-17 TravelPrograms $16,278 · Fundraising $100$16,378
IX-22 Depreciation, depletion and amortizationPrograms $44,866 · Management $2,574 · Fundraising $690$48,130
IX-23 InsurancePrograms $22,428 · Management $1,287 · Fundraising $345$24,060
IX-24 Other expenses (24a–d)Programs $116,037 · Management $4,172 · Fundraising $1,259$121,468
IX-24e All other expensesPrograms $13,599 · Management $6,575 · Fundraising $3,913$24,087
IX-25 Total functional expensesPrograms $4,394,246 · Management $268,549 · Fundraising $70,651$4,733,446
Part X · Balance sheet $1,537,247 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $617,779$125,634
X-2 Savings and temporary cash investmentsStart of year $251,883$1,193,423
X-4 Accounts receivableStart of year $184,329$39,552
X-9 Prepaid expenses and deferred chargesStart of year $7,157$47,328
X-10c Land, buildings and equipment, netStart of year $140,319$101,310
X-15 Other assetsStart of year $30,000$30,000
X-16 Total assetsStart of year $1,231,467$1,537,247
X-17 Accounts payable and accrued expensesStart of year $261,987$278,611
X-19 Deferred revenue$10,573
X-25 Other liabilitiesStart of year $0$185,000
X-26 Total liabilitiesStart of year $261,987$474,184
X-27 Net assets without donor restrictionsStart of year $949,821$985,048
X-28 Net assets with donor restrictionsStart of year $19,659$78,015
X-32 Total net assets or fund balancesStart of year $969,480$1,063,063
X-33 Total liabilities and net assetsStart of year $1,231,467$1,537,247
Part XI · Reconciliation of net assets $1,063,063 net assets at year end
XI-1 Total revenue$4,827,077
XI-2 Total expenses$4,733,446
XI-3 Revenue less expenses$93,631
XI-4 Net assets at start of year$969,480
XI-9 Other changes in net assets−$48
XI-10 Net assets at end of year$1,063,063

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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