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Bethany Hill Place

Tax-deductible

Boston, MA501(c)(3)EducationEIN 04-2493492

Bethany hill place, a living and learning community of metrowest neighbors, sponsored by the sisters of st. Joseph of boston, provides housing with educational opportunities for those in need within a climate of respect, inclusion, and acceptance. Residents are empowered to engage in, and fully transform their lives in a safe, supportive environment.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 17 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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 $304K a year · 20% 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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 8% of spending
Top officer’s pay lower than 61% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $36K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
38% of total assets
Looks good: liabilities are 38% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
-11% vs prior year
Spent
$1.4M
To programs
73%
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$1.7M
FY2025▼ -11%
Revenue by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.5M
FY2023$1.5M
FY2024$1.9M
FY2025$1.7M
Expenses
$1.4M
FY2025▲ +13%
Expenses by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.2M
FY2023$1.3M
FY2024$1.3M
FY2025$1.4M
Net assets
$2.4M
FY2025▲ +16%
Net assets by fiscal year
FY2020$452K
FY2021$1.0M
FY2022$978K
FY2023$1.2M
FY2024$2.0M
FY2025$2.4M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1994.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $1.0M Management & general 15% · $216K Fundraising 12% · $178K

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

Who runs it and what they're paid

22 people listed on the 990; $110K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
James Tresner
Executive Director
$110,164Pt VII · Sec A
Bruce Rhodes
Vice Chair
$0Pt VII · Sec A
Karin Plumadore
Secretary/Clerk
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

James Tresner’s $110K as Executive Director is at the 39th percentile of top reported officer pay among 3394 $1–10M education 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
James Tresner$110,164$68,951————
Tricia Appert———$83,561$86,035$81,600
Trish Appert——$36,680———

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.

See Bethany Hill Place executive salaries →

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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

Provides housing and educational opportunities to empower those in need.

Provided by the organization

This section is blank until Bethany Hill Place claims this page.

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2 program services account for $1.0M of program spending, described in the organization's own filed words · FY2024.
01

Rented Educational and Supportive Housing Units

Serving 175 people.

$1.0Mprogram expense
02

Other rental

$22Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Community Foundation for Metrowest INCFY2025$20K
Middlesex Savings Charitable Foundation INCFY2025$16K
Total grants receivedfrom 2 funders$36K
Grants paid · 6 grants · $73K · 2019–2024
Unitemized GrantFY2024$5,139
Unitemized GrantFY2023$7,490
Unitemized GrantFY2022$11,926
Unitemized GrantFY2021$10,516
Unitemized GrantFY2020$17,720
Unitemized GrantFY2019$20,070

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$975K
Gifts and grantsLn 1h$508K
Investment incomeLn 3$187K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.0M
Managementcol C$216K
Fundraisingcol D$178K
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$33K
Total assetsLn 16$3.8M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$508K
Noncash giftsLn 1g$48K
Fundraising eventsLn 1c$147K
Fees for servicesLn 2g$975K
Investment incomeLn 3$187K
Other incomeLn 4–11$12K
Gains on assetsLn 7$151K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$33K
Cash and savings togetherLn 1–2$33K
InvestmentsLn 11–13$2.5M
Land, buildings, equipmentLn 10c$803K
Other assetsLn 15$407K
Total assetsLn 16$3.8M
LiabilitiesLn 26$1.5M
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 54
VolunteersI 617
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 FY25End FY25
Cash and savingsLn 1–2$39K$33K
InvestmentsLn 11–13$2.1M$2.5M
Land, buildings, equipmentLn 10c$822K$803K
Total assetsLn 16$3.2M$3.8M
LiabilitiesLn 26$1.1M$1.5M
Net assetsLn 32$2.0M$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$5K$5K
Pay of current officers, directors and key staffLn 5$142K$64K$78K
Other salaries and wagesLn 7$218K$111K$50K$58K
Pension plan contributionsLn 8$4K$4K$372
Other employee benefitsLn 9$60K$30K$8K$22K
Payroll taxesLn 10$24K$7K$7K$9K
Management feesLn 11a$172K$172K
Legal feesLn 11b$11K$8K$3K
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$36K$29K$5K$3K
Advertising and promotionLn 12$11K$7K$4K
Office expensesLn 13$6K$2K$2K$2K
OccupancyLn 16$420K$419K$586$133
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$60K$60K
Depreciation, depletion and amortizationLn 22$126K$126K
InsuranceLn 23$28K$27K$2K
Other expenses (24a–d)Ln 24$49K$36K$13K
All other expensesLn 24e$18K$6K$10K$2K
Total functional expensesLn 25$1.4M$1.0M$216K$178K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.7M$1.4M$243K$2.4M 990 PDF
FY2024 $1.9M$1.3M$609K$2.0M 990 PDF
FY2023 $1.5M$1.3M$164K$1.2M 990 PDF
FY2022 $1.5M$1.2M$264K$978K 990 PDF
FY2021 $1.5M$1.1M$404K$1.0M 990 PDF
FY2020 $1.2M$1.1M$140K$452K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,682,796 across 10 lines filed
VIII-1c Fundraising events$146,600
VIII-1f All other contributions, gifts and grants$361,568
VIII-1g Noncash contributions (included above)$48,136
VIII-1h Total contributions, gifts and grants$508,168
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $933,213 · Unrelated business $42,000$975,213
VIII-3 Investment incomeExcluded from tax $35,940$35,940
VIII-7 Net gain or loss on sales of assetsExcluded from tax $151,055$151,055
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,420$12,420
VIII-12 Total revenueRelated to mission $945,633 · Unrelated business $42,000 · Excluded from tax $186,995$1,682,796
Part IX · Statement of functional expenses $1,439,324 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $5,139$5,139
IX-5 Pay of current officers, directors and key staffManagement $64,032 · Fundraising $77,915$141,947
IX-7 Other salaries and wagesPrograms $110,731 · Management $49,815 · Fundraising $57,692$218,238
IX-8 Pension plan contributionsPrograms $3,909 · Management $372$4,281
IX-9 Other employee benefitsPrograms $29,896 · Management $7,562 · Fundraising $22,073$59,531
IX-10 Payroll taxesPrograms $7,452 · Management $7,150 · Fundraising $9,487$24,089
IX-11a Management feesPrograms $171,516$171,516
IX-11b Legal feesPrograms $7,826 · Management $2,987$10,813
IX-11c Accounting feesManagement $43,975$43,975
IX-11g Other fees for servicesPrograms $28,533 · Management $5,110 · Fundraising $2,698$36,341
IX-12 Advertising and promotionManagement $6,936 · Fundraising $4,179$11,115
IX-13 Office expensesPrograms $2,465 · Management $2,365 · Fundraising $1,626$6,456
IX-16 OccupancyPrograms $419,087 · Management $586 · Fundraising $133$419,806
IX-17 TravelPrograms $4,048$4,048
IX-19 Conferences, conventions and meetingsManagement $1,079$1,079
IX-20 InterestPrograms $59,654$59,654
IX-22 Depreciation, depletion and amortizationPrograms $126,471$126,471
IX-23 InsurancePrograms $26,508 · Management $1,548$28,056
IX-24 Other expenses (24a–d)Programs $35,536 · Management $13,442$48,978
IX-24e All other expensesPrograms $6,149 · Management $9,531 · Fundraising $2,111$17,791
IX-25 Total functional expensesPrograms $1,044,920 · Management $216,490 · Fundraising $177,914$1,439,324
Part X · Balance sheet $3,813,559 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $38,893$33,359
X-3 Pledges and grants receivableStart of year $0$50,000
X-4 Accounts receivableStart of year $106,339$59,654
X-9 Prepaid expenses and deferred chargesStart of year $5,316$86
X-10c Land, buildings and equipment, netStart of year $821,822$803,046
X-12 Other securitiesStart of year $2,100,586$2,460,171
X-15 Other assetsStart of year $101,330$407,243
X-16 Total assetsStart of year $3,174,286$3,813,559
X-17 Accounts payable and accrued expensesStart of year $83,253$82,516
X-25 Other liabilitiesStart of year $98,352$431,506
X-26 Total liabilitiesStart of year $1,146,152$1,461,108
X-27 Net assets without donor restrictionsStart of year $1,566,364$1,936,655
X-28 Net assets with donor restrictionsStart of year $461,770$415,796
X-32 Total net assets or fund balancesStart of year $2,028,134$2,352,451
X-33 Total liabilities and net assetsStart of year $3,174,286$3,813,559
Part XI · Reconciliation of net assets $2,352,451 net assets at year end
XI-1 Total revenue$1,682,796
XI-2 Total expenses$1,439,324
XI-3 Revenue less expenses$243,472
XI-4 Net assets at start of year$2,028,134
XI-5 Net unrealized gains (losses) on investments$80,845
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,352,451

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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