THE BIRCHTREE CENTER (EIN 020520364) - 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

SANDRA PIERCE-JORDAN

Phone

6034334192

Tax Period

2024-07-01 to 2025-06-30

THE BIRCHTREE CENTER, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.8M in total revenue in fiscal year 2024.

Mission

TO SUPPORT INDIVIDUALS WITH AUTISM AND OTHER DIVERSE ABILITIES BY PROVIDING PERSONALIZED EDUCATION AND OUTREACH PROGRAMS THAT PROMOTE INCLUSION, INDEPENDENCE, AND HOLISTIC GROWTH.

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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 $225,877

Program Service Revenue $6,461,074

Investment Income $64,460

Other Revenue $27,961

TOTAL REVENUE $6,779,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,678,268

Fundraising Expenses $160,327

Program Expenses $6,083,615

Other Expenses $917,354

TOTAL EXPENSES $6,595,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,779,372	$6,565,615	+0.0%
Expenses	$6,595,622	$6,014,968	+0.1%
Net Income	$183,750	$550,647	-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

$211,130

Total Directors

Key Employees

$170,845

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAIRE FENNIMAN	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA STELLA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS GREBOUSKI	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE SHARPE	DIRECTOR	1.00	Director	$0	$0	$0
JENNA CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE CASEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH FRIESEL	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW E SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN DOUGLAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA PIERCE-JORDAN	EXEC. DIRECTOR (NON-VOTING)	40.00	Officer	$197,698	$13,432	$211,130
HOLLY ROBACHER	DIRECTOR OF FINANCE	40.00	Key Emp	$158,617	$12,228	$170,845
MICHELLE FAGEN	DIRECTOR OF STUDENT SERVICES	40.00	Highest	$143,518	$4,585	$148,103
SARAH OUELLETTE	HUMAN RESOURCE DIRECTOR	40.00	Highest	$143,443	$11,645	$155,088
STEPHANIE MORIN	OUTREACH PROGRAM DIRECTOR	40.00	Highest	$142,776	$8,942	$151,718
REBECCA BERKOWITZ	CLINICAL DIRECTOR	40.00	Highest	$121,920	$10,892	$132,812
SARAH DOSTIE	OUTREACH PROGRAM MANAGER	40.00	Highest	$106,098	$10,602	$116,700

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	$6,779,372	$6,595,622	$7,415,879	$183,750
2024	$6,565,615	$6,014,968	$7,308,441	$550,647
2023	$5,950,903	$5,597,001	$6,780,429	$353,902
2022	$5,561,187	$5,223,799	$2,377,101	$337,388
2021	$5,480,449	$4,949,592	$2,051,762	$530,857
2020	$4,827,077	$4,733,446	$1,537,247	$93,631
2019	$5,204,110	$5,003,385	$1,231,467	$200,725
2018	$4,733,579	$4,608,308	$1,066,677	$125,271

THE BIRCHTREE CENTER