Banyan Tree Educational Services (EIN 262587784) - 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

2007

Legal Domicile

Principal Officer

Nanci Engle

Phone

8585786616

Tax Period

2023-01-01 to 2023-12-31

Banyan Tree Educational Services, founded in 2007, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 24% operating deficit.

Mission

We offer resources to assist and support students with learning challenges. We provide a nonpublic school, a private school with accredited curriculum and a learning center to help students overcome learning challenges.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20

Program Service Revenue $1,024,848

Investment Income $20,539

Other Revenue $118,783

TOTAL REVENUE $1,164,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $829,427

Fundraising Expenses $0

Program Expenses $1,000,279

Other Expenses $610,630

TOTAL EXPENSES $1,440,057

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,164,190	$2,533,863	-0.5%
Expenses	$1,440,057	$3,209,541	-0.6%
Net Income	$-275,867	$-675,678	-0.6%

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

N/A

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

$103,143

Total Directors

$103,143

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nanci Engle	CEO	040.00	Officer Director	$103,143	$0	$103,143
Tom Vaughn	Vice President	000.25	Officer Director	$0	$0	$0
Holly Valera	Treasurer	000.25	Officer Director	$0	$0	$0
Niko Sasso	Secretary	000.25	Officer Director	$0	$0	$0
Bill Brown	President	000.25	Officer 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
2023	$1,164,190	$1,440,057	$777,486	$-275,867
2022	$2,533,863	$3,209,541	$1,012,488	$-675,678
2021	$4,992,011	$4,801,237	$1,114,968	$190,774
2020	$4,513,876	$4,405,700	$1,495,936	$108,176
2019	$3,262,518	$3,267,030	$758,431	$-4,512
2018	$2,767,680	$2,560,076	$661,047	$207,604

Banyan Tree Educational Services