Nonprofit · EIN 02-0520364
BIRCHTREE
Tax-exempt · PORTSMOUTH, NH 03801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,779,372 | $6,595,622 | $183,750 | $7,415,879 | $4,405,338 | $3,010,541 |
| June 30, 2024 | 990 | $6,565,615 | $6,014,968 | $550,647 | $7,308,441 | $4,481,650 | $2,826,791 |
| June 30, 2023 | 990 | $5,950,903 | $5,597,001 | $353,902 | $6,780,429 | $4,504,285 | $2,276,144 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $225,877
- Program service revenue
- $6,461,074
- Investment income
- $64,460
- Net income from fundraising events
- $26,280
- Other revenue
- $27,961
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $408,091
- Other salaries and wages
- $4,379,327
- Salaries, compensation and benefits (total)
- $5,678,268
- Professional fundraising fees
- $0
- Accounting fees
- $20,110
- Occupancy
- $403,268
- Travel
- $15,289
- Depreciation
- $59,015
- Program services (functional)
- $6,083,615
- Management and general (functional)
- $351,680
- Fundraising (functional)
- $160,327
Balance sheet and other
- Total assets, start of year
- $7,308,441
- Total assets, end of year
- $7,415,879
- Total liabilities, end of year
- $4,405,338
- Net assets, end of year
- $3,010,541
- Land, buildings and equipment
- $278,872
- Net assets without donor restrictions
- $2,974,552
- Net assets with donor restrictions
- $35,989
- Gross receipts
- $6,795,135
- Employees
- 89
- Volunteers
- 35
- Year formed
- 2002
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDRA PIERCE-JORDAN | EXEC. DIRECTOR (NON-VOTING) Officer | 40 | $197,698 | $13,432 |
| HOLLY ROBACHER | DIRECTOR OF FINANCE Key employee | 40 | $158,617 | $12,228 |
| SARAH OUELLETTE | HUMAN RESOURCE DIRECTOR Highest-paid employee | 40 | $143,443 | $11,645 |
| STEPHANIE MORIN | OUTREACH PROGRAM DIRECTOR Highest-paid employee | 40 | $142,776 | $8,942 |
| MICHELLE FAGEN | DIRECTOR OF STUDENT SERVICES Highest-paid employee | 40 | $143,518 | $4,585 |
| REBECCA BERKOWITZ | CLINICAL DIRECTOR Highest-paid employee | 40 | $121,920 | $10,892 |
| SARAH DOSTIE | OUTREACH PROGRAM MANAGER Highest-paid employee | 40 | $106,098 | $10,602 |
| BLAIRE FENNIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTORIA STELLA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS GREBOUSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE SHARPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNA CAMPBELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMIE CASEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH FRIESEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW E SMITH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN DOUGLAS | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDRA PIERCE-JORDAN | EXEC. DIRECTOR (NON-VOTING) Officer | 40 | $193,379 | $10,849 |
| HOLLY ROBACHER | DIRECTOR OF FINANCE Highest-paid employee | 40 | $133,804 | $10,063 |
| MICHELLE FAGEN | DIRECTOR OF STUDENT SERVIC Highest-paid employee | 40 | $137,512 | $2,789 |
| STEPHANIE MORIN | OUTREACH PROGRAM DIRECTOR Highest-paid employee | 40 | $128,387 | $8,651 |
| SARAH OUELLETTE | HUMAN RESOURCE DIRECTOR Highest-paid employee | 35 | $127,732 | $8,503 |
| REBECCA BERKOWITZ | CLINICAL DIRECTOR Highest-paid employee | 40 | $112,723 | $9,652 |
| DIRK DE ROO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN DOUGLAS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH FRIESEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS GREBOUSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTORIA STELLA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW E SMITH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMIE CASEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| NICOLE SHARPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BLAIRE FENNIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDRA PIERCE-JORDAN | EXEC. DIRECTOR (NON-VOTING) Officer | 40 | $172,460 | $8,210 |
| STEPHANIE MORIN | OUTREACH PROGRAM DIRECTOR Highest-paid employee | 40 | $123,357 | $8,118 |
| SARAH OUELLETTE | HUMAN RESOURCE DIRECTOR Highest-paid employee | 35 | $118,827 | $8,091 |
| HOLLY ROBACHER | DIRECTOR OF FINANCE Highest-paid employee | 40 | $114,934 | $8,200 |
| MICHELLE FAGEN | DIRECTOR OF STUDENT SERVICES Highest-paid employee | 40 | $110,420 | $970 |
| DIRK DE ROO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN DOUGLAS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH FRIESEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS GREBOUSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARRIE LENSINK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMIE LESNIAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET O'BRIEN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PASCAL ORLIAC | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| NICOLE PAUL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW E SMITH | FORMER TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BLAIRE FENNIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 215 COMMERCE WAY STE 300, PORTSMOUTH, NH 03801-3244
- In care of
- % HOLLY
- Principal officer (990 for 2024)
- SANDRA PIERCE-JORDAN, 215 COMMERCE WAY 300, PORTSMOUTH, NH 03801
- Signed the 990
- JOSEPH FRIESEL, TREASURER
- Phone
- (603) 433-4192
- Website
- WWW.BIRCHTREECENTER.ORG
- Return prepared by
- LEONE MCDONNELL & ROBERTS PA
Mission
THE BIRCHTREE CENTER SUPPORTS INDIVIDUALS WITH AUTISM AND OTHER DIVERSE ABILITIES BY PROVIDING PERSONALIZED EDUCATION AND OUTREACH PROGRAMS THAT PROMOTE INCLUSION, INDEPENDENCE, AND HOLISTIC GROWTH.
Program accomplishments
- THE BIRCHTREE CENTER SERVES 600+ INDIVIDUALS EACH YEAR, INCLUDING INDIVIDUALS WITH AUTISM AND OTHER DIVERSE ABILITIES, THEIR PARENTS AND FAMILIES, AND THE EDUCATORS AND CAREGIVERS WHO SUPPORT THEM. AT OUR DAY SCHOOL IN PORTSMOUTH, NH, WE OPERATE AN INTENSIVE, YEAR-ROUND SPECIAL EDUCATIONAL DAY SCHOOL PROGRAM FOR STUDENTS WITH AUTISM IN GRADES PREK-12. TWENTY-FOUR PUBLIC SCHOOL DISTRICTS IN NEW HAMPSHIRE, AND MAINE SENT STUDENTS TO ATTEND OUR DAY SCHOOL IN THE 2024-2025 FINANCIAL YEAR. OUR OUTREACH STAFF TRAVELS 30,000+ MILES PER YEAR TO PROVIDE CONSULTATION, TRAINING, DIRECT SERVICES AND WORKSHOPS FOR STUDENTS, FAMILIES, PUBLIC SCHOOLS, AND COMMUNITY AGENCIES THROUGHOUT NORTHERN NEW ENGLAND.Expenses $6,083,615 · revenue $6,462,755
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0520364
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T202)
- Assets (IRS master file)
- $7,415,879
- Income (IRS master file)
- $6,795,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,779,372 | $6,595,622 | $7,415,879 | XML |
| 990 | June 2024 | $6,565,615 | $6,014,968 | $7,308,441 | XML |
| 990 | June 2023 | $5,950,903 | $5,597,001 | $6,780,429 | XML |
| 990 | June 2022 | $5,561,187 | $5,223,799 | $2,377,101 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0520364).
Questions about BIRCHTREE
- What is the EIN of BIRCHTREE?
- The employer identification number (EIN) of BIRCHTREE is 02-0520364.
- Is BIRCHTREE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BIRCHTREE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BIRCHTREE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BIRCHTREE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRCHTREE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BIRCHTREE?
- The 990 for the year ended June 30, 2025 names SANDRA PIERCE-JORDAN.
- Who are the officers and directors of BIRCHTREE?
- The 990 for the year ended June 30, 2025 lists 16 people; 7 received compensation from the organization, the highest $197,698 (SANDRA PIERCE-JORDAN, EXEC. DIRECTOR (NON-VOTING)).
- How much revenue does BIRCHTREE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,779,372, expenses of $6,595,622 and total assets of $7,415,879 at year end.
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