BIRCH BAY RETIREMENT VILLAGE (EIN 010481696) - 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

2002

Legal Domicile

Principal Officer

CHRISTINA J MAQUIRE

Phone

2072885081

Tax Period

2024-05-01 to 2025-04-30

BIRCH BAY RETIREMENT VILLAGE, founded in 2002, is a community nonprofit in the Unknown sector that reported $6.4M in total revenue in fiscal year 2024.

Mission

RETIREMENT COMMUNITY OFFERING 32 ASSISTED LIVING SUITES AND 23 INDEPENDENT LIVING APARTMENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,934

Program Service Revenue $6,368,529

Investment Income $35,182

Other Revenue $-1,769

TOTAL REVENUE $6,424,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,003,627

Fundraising Expenses $0

Program Expenses $5,032,828

Other Expenses $2,328,577

TOTAL EXPENSES $6,332,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,424,876	$6,428,231	0.0%
Expenses	$6,332,204	$6,115,233	+0.0%
Net Income	$92,672	$312,998	-0.7%

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

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

$902,615

Total Directors

$485,577

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE J MAGUIRE	PRESIDENT & CEO	2.00	Officer Director	$0	$30,271	$485,577
MICHELLE SMITH	TREASURER & CFO	10.00	Officer	$0	$54,687	$266,732
TIFFANY FALABELLA	OVERNIGHT SHIFT TEAM LEAD	40.00	Highest	$125,385	$46,478	$171,863
ROBERT W HEMENWAY	EXECUTIVE DIRECTOR	50.00	Officer	$134,218	$16,088	$150,306
JOY HATFIELD	HEALTH SERVICES DIRECTOR	50.00	Highest	$116,321	$16,648	$132,969
ENOCH ALBERT	CHAIR	1.00	Officer Director	$0	$0	$0
TERESA WAGNER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRENT SINGER	SECRETARY	1.00	Officer	$0	$0	$0
STEPHANIE ALBERT	TRUSTEE	1.00	Director	$0	$0	$0
FRED BENSON	TRUSTEE	1.00	Director	$0	$0	$0
PETER H COLLIER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD R FOX	TRUSTEE	1.00	Director	$0	$0	$0
DR M ELLEN GELLERSTEDT	TRUSTEE	1.00	Director	$0	$0	$0
PETER B YORK	TRUSTEE	1.00	Director	$0	$0	$0

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	$6,424,876	$6,332,204	$5,737,790	$92,672
2024	$6,428,231	$6,115,233	$5,797,354	$312,998
2023	$5,847,082	$5,628,588	$6,006,727	$218,494
2022	$5,713,301	$5,318,099	$6,319,891	$395,202
2021	$6,266,600	$5,017,963	$6,707,803	$1,248,637
2020	$5,237,466	$4,523,774	$7,400,085	$713,692
2019	$5,152,776	$4,571,950	$7,129,612	$580,826
2018	$5,093,100	$4,604,939	$7,618,203	$488,161

BIRCH BAY RETIREMENT VILLAGE