Bethany Hill Place

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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.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2493492) · Dispute this line
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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
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
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
73% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 8% of spending
Pay to officers and key staff is 8% of spending.
Part VII, Section A
0.3 mo
of spending, in cash
Plus $2.5M in investments, Pt X · Ln 11–13
0.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $36K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
38% of total assets
Liabilities are 38% of assets.
Pt X · Ln 26
Independent board members
21
of 21 voting members
21 of 21 voting members are independent.
Pt VI · Ln 1a–1b
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%
Tap a bar for its year
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%
Tap a bar for its year
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%
Tap a bar for its year
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

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.

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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).

Part VII, Section A · reportable compensation
Executive Director
$110,164Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
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 →

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.

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2 programs · $1.0M · in their own filed words · FY2024
01

Rented Educational and Supportive Housing Units

Serving 175 people.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2493492) · Dispute this line
$1.0Mprogram expense
02

Other rental

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2493492) · Dispute this line
$22Kprogram expense

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
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.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$975K
Gifts and grantsLn 1h$508K
Other incomeLn 4–11$163K
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$36K
Other incomeLn 4–11$163K
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
Pledges and grants receivableLn 3$50K
Accounts receivableLn 4$60K
Prepaid expenses and deferred chargesLn 9$86
Land, buildings, equipmentLn 10c$803K
InvestmentsLn 11–13$2.5M
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
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$48K
4Year 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
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$5K$5K
Pay of officers and key staff (Part IX, line 5)Ln 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 ViewingFiled with the IRS Apr 20, 2026 $1.7M$1.4M$243K$2.4M 990 PDF
FY2024Filed with the IRS Mar 19, 2025 $1.9M$1.3M$609K$2.0M 990 PDF
FY2023Filed with the IRS Jan 31, 2024 $1.5M$1.3M$164K$1.2M 990 PDF
FY2022 $1.5M$1.2M$264K$978K 990 PDF
FY2021Filed with the IRS Feb 11, 2022 $1.5M$1.1M$404K$1.0M 990 PDF
FY2020Filed with the IRS Mar 8, 2021 $1.2M$1.1M$140K$452K 990 PDF

Schedules filed Part IV

A · Public support I · Grants M · Noncash O · Explanations
See the full FY2025 990
Part I · Summary $1,682,796 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $801,774$508,168
I-9 Program service revenuePrior year $960,556$975,213
I-10 Investment incomePrior year $109,819$186,995
I-11 Other revenuePrior year $13,175$12,420
I-12 Total revenuePrior year $1,885,324$1,682,796
I-13 Grants and similar amounts paidPrior year $7,490$5,139
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $418,772$448,086
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $850,225$986,099
I-18 Total expensesPrior year $1,276,487$1,439,324
I-19 Revenue less expensesPrior year $608,837$243,472
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
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 $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 officers and key staff (Part IX, line 5)Management $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, 16 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-23 Secured mortgages and notes payableStart of year $964,547$947,086
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 FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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