Birch Hill Terrace: Nonprofit Profile, Financials & Form 990 (EIN 22-3015416)

Revenue by fiscal year
FY2021	$12.2M
FY2022	$13.2M
FY2023	$14.8M
FY2024	$17.2M
FY2025	$19.7M

Expenses by fiscal year
FY2021	$15.3M
FY2022	$15.8M
FY2023	$18.4M
FY2024	$20.8M
FY2025	$21.1M

Net assets by fiscal year
FY2021	$6.0M
FY2022	$3.2M
FY2023	$449K
FY2024	−$2.6M
FY2025	−$4.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

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

Where the money goes

80 cents of each dollar spent went to programs.

80%

20%

Program services 80% · $17.0M Management & general 20% · $4.1M

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

24 people listed on the 990; $863K 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

April Bourdon

Executive Director

$212,834Pt VII · Sec A

Karen McDonald

Nurse Practitioner

$146,641Pt VII · Sec A

Donna Hannon

Director of Health Services

$138,413Pt VII · Sec A

Ligaya Baker-Sweeney

Nurse Leader Lpn

$126,402Pt VII · Sec A

Bernadette Crenshaw

Asst. Director of Health Services

$120,741Pt VII · Sec A

Jennifer Sawyer Torgersen

SR. Living Consultant

$118,055Pt VII · Sec A

Kirsten Corazzini

Trustee

$0Pt VII · Sec A

Tom Donovan

Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021
April Bourdon	$212,834	$185,580	$165,084	$154,183	$8,077
Linda Phypers	—	—	—	—	$185,548
Karen McDonald	$146,641	$120,181	—	—	—
Donna Hannon	$138,413	$103,308	—	—	—
Ligaya Baker-Sweeney	$126,402	—	—	—	—
Bernadette Crenshaw	$120,741	—	—	—	—
Jennifer Sawyer Torgersen	$118,055	$113,688	$118,417	—	$104,669
Christopher Peabody	—	$105,664	—	—	—

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 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides a home for seniors needing ongoing care and support.

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Provided by the organization

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1 program · $17.0M · in their own filed words · FY2024

01

Birch hill terrace adopted the dba riverwoods manchester (RWM) in FY21 and has been affiliatied with riverwoods since 2016. As a type b contract, not-for-profit continuing care community (CCRC) our primary service is to provide housing, health care services, food services, and security to older adults over age 62.

$17.0Mprogram 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 · FY2023

Amazonsmile FoundationFY2023$48

Total grants receivedfrom 1 funder$48

Grants paid · 8 grants · $2.5M · 2020–2024

Unitemized GrantFY2024$317,885

Unitemized GrantFY2024$34,000

Unitemized GrantFY2023$505,274

Unitemized GrantFY2023$28,571

Unitemized GrantFY2022$618,730

Unitemized GrantFY2022$10,000

Unitemized GrantFY2021$487,305

Unitemized GrantFY2020$454,168

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$19.7M

Ln 12

Fees for servicesLn 2g$17.6M

Gifts and grantsLn 1h$1.4M

Investment incomeLn 3$769K

Money outPt IX

$21.1M

Ln 25

Programscol B$17.0M

Managementcol C$4.1M

Owns and owesPt X

−$4.7M

net assets · Ln 32

Cash and savingsLn 1–2$4.7M

Total assetsLn 16$65.8M

LiabilitiesLn 26$70.5M

PeoplePt VI, VII

24

listed · VII A

PaidVII A6

Voting boardVI 1a17

IndependentVI 1b16

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.4M

Government grantsLn 1e$941K

Fees for servicesLn 2g$17.6M

Investment incomeLn 3$769K

Gains on assetsLn 7$374K

Total revenueLn 12$19.7M

Assets in detailPt X, end of year

SavingsLn 2$4.7M

Cash and savings togetherLn 1–2$4.7M

InvestmentsLn 11–13$8.3M

Land, buildings, equipmentLn 10c$50.4M

Other assetsLn 15$1.0M

Total assetsLn 16$65.8M

LiabilitiesLn 26$70.5M

Net assetsLn 32−$4.7M

OperationsPt I, VI

EmployeesI 5202

VolunteersI 645

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$4.6M	$4.7M
InvestmentsLn 11–13	$7.3M	$8.3M
Land, buildings, equipmentLn 10c	$51.5M	$50.4M
Total assetsLn 16	$65.1M	$65.8M
LiabilitiesLn 26	$67.8M	$70.5M
Net assetsLn 32	−$2.6M	−$4.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$352K	$352K
Pay of current officers, directors and key staffLn 5	$235K	$117K	$117K
Other salaries and wagesLn 7	$8.3M	$7.5M	$804K
Pension plan contributionsLn 8	$90K	$73K	$17K
Other employee benefitsLn 9	$914K	$738K	$176K
Payroll taxesLn 10	$628K	$502K	$126K
Management feesLn 11a	$338K		$338K
Legal feesLn 11b	$1K		$1K
Accounting feesLn 11c	$34K		$34K
Investment management feesLn 11f	$27K		$27K
Other fees for servicesLn 11g	$1.7M	$763K	$983K
Advertising and promotionLn 12	$28K	$20K	$8K
Office expensesLn 13	$126K	$109K	$16K
Information technologyLn 14	$755K	$458K	$298K
OccupancyLn 16	$1.1M	$943K	$166K
TravelLn 17	$34K		$34K
InterestLn 20	$501K	$426K	$75K
Depreciation, depletion and amortizationLn 22	$4.1M	$3.5M	$617K
InsuranceLn 23	$323K	$275K	$48K
Other expenses (24a–d)Ln 24	$1.4M	$1.2M	$207K
All other expensesLn 24e	$52K	$20K	$32K
Total functional expensesLn 25	$21.1M	$17.0M	$4.1M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$19.7M	$21.1M	−$1.4M	−$4.7M	990 PDF
FY2024	$17.2M	$20.8M	−$3.6M	−$2.6M	990 PDF
FY2023	$14.8M	$18.4M	−$3.6M	$449K	990 PDF
FY2022	$13.2M	$15.8M	−$2.6M	$3.2M	990 PDF
FY2021	$12.2M	$15.3M	−$3.1M	$6.0M	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 (6 parts)

Part I · Summary $19,736,684 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $368,210$1,351,640

I-9 Program service revenuePrior year $16,264,674$17,616,126

I-10 Investment incomePrior year $553,912$768,918

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $17,186,796$19,736,684

I-13 Grants and similar amounts paidPrior year $533,845$351,885

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $9,869,353$10,202,537

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $10,383,233$10,579,742

I-18 Total expensesPrior year $20,786,431$21,134,164

I-19 Revenue less expensesPrior year −$3,599,635−$1,397,480

Part VI · Governance 16 of 17 board members independent, 1 to look at

VI-1a Voting members of the governing body17

VI-1b Independent voting members16

VI-2 Family or business relationship among officers or directorsYes

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 $19,736,684 across 8 lines filed

VIII-1d Related organizations$243,757

VIII-1e Government grants$941,442

VIII-1f All other contributions, gifts and grants$166,441

VIII-1h Total contributions, gifts and grants$1,351,640

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,616,126$17,616,126

VIII-3 Investment incomeExcluded from tax $395,187$395,187

VIII-7 Net gain or loss on sales of assetsExcluded from tax $373,731$373,731

VIII-12 Total revenueRelated to mission $17,616,126 · Unrelated business $0 · Excluded from tax $768,918$19,736,684

Part IX · Statement of functional expenses $21,134,164 across 21 lines filed

IX-2 Grants to domestic individualsPrograms $351,885$351,885

IX-5 Pay of current officers, directors and key staffPrograms $117,307 · Management $117,307$234,614

IX-7 Other salaries and wagesPrograms $7,531,384 · Management $804,067$8,335,451

IX-8 Pension plan contributionsPrograms $73,328 · Management $16,936$90,264

IX-9 Other employee benefitsPrograms $737,926 · Management $176,500$914,426

IX-10 Payroll taxesPrograms $502,226 · Management $125,556$627,782

IX-11a Management feesManagement $338,491$338,491

IX-11b Legal feesManagement $1,050$1,050

IX-11c Accounting feesManagement $34,058$34,058

IX-11f Investment management feesManagement $27,089$27,089

IX-11g Other fees for servicesPrograms $763,296 · Management $982,593$1,745,889

IX-12 Advertising and promotionPrograms $20,430 · Management $7,604$28,034

IX-13 Office expensesPrograms $109,274 · Management $16,415$125,689

IX-14 Information technologyPrograms $457,810 · Management $297,662$755,472

IX-16 OccupancyPrograms $942,628 · Management $166,346$1,108,974

IX-17 TravelManagement $33,845$33,845

IX-20 InterestPrograms $425,910 · Management $75,161$501,071

IX-22 Depreciation, depletion and amortizationPrograms $3,493,582 · Management $616,514$4,110,096

IX-23 InsurancePrograms $274,915 · Management $48,428$323,343

IX-24 Other expenses (24a–d)Programs $1,186,748 · Management $207,441$1,394,189

IX-24e All other expensesPrograms $20,099 · Management $32,353$52,452

IX-25 Total functional expensesPrograms $17,008,748 · Management $4,125,416 · Fundraising $0$21,134,164

Part X · Balance sheet $65,817,304 assets, 18 lines filed

X-2 Savings and temporary cash investmentsStart of year $4,634,983$4,746,838

X-3 Pledges and grants receivable$957,582

X-4 Accounts receivableStart of year $120,424$259,379

X-8 Inventories for sale or useStart of year $35,493$24,082

X-9 Prepaid expenses and deferred chargesStart of year $110,594$109,047

X-10c Land, buildings and equipment, netStart of year $51,536,650$50,422,871

X-11 Publicly traded securitiesStart of year $7,339,815$8,260,805

X-15 Other assetsStart of year $1,362,269$1,036,700

X-16 Total assetsStart of year $65,140,228$65,817,304

X-17 Accounts payable and accrued expensesStart of year $1,926,859$1,916,299

X-19 Deferred revenueStart of year $14,542,585$14,863,567

X-20 Tax-exempt bond liabilitiesStart of year $13,152,358$11,946,647

X-25 Other liabilitiesStart of year $38,124,542$41,760,566

X-26 Total liabilitiesStart of year $67,780,588$70,510,564

X-27 Net assets without donor restrictionsStart of year −$2,641,360−$4,694,260

X-28 Net assets with donor restrictionsStart of year $1,000$1,000

X-32 Total net assets or fund balancesStart of year −$2,640,360−$4,693,260

X-33 Total liabilities and net assetsStart of year $65,140,228$65,817,304

Part XI · Reconciliation of net assets −$4,693,260 net assets at year end

XI-1 Total revenue$19,736,684

XI-2 Total expenses$21,134,164

XI-3 Revenue less expenses−$1,397,480

XI-4 Net assets at start of year−$2,640,360

XI-5 Net unrealized gains (losses) on investments$291,356

XI-9 Other changes in net assets−$946,776

XI-10 Net assets at end of year−$4,693,260

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

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