Banyan Tree Educational Services

EIN: 262587784 501(c)(3)

La Jolla, CA

Total Revenue
$1,164,190
Total Expenses
$1,440,057
Total Assets
$777,486
Net Assets
$79,357
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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
CA
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

Banyan Tree Educational Services offers resources to assist and support students with learning challenges. BTES provides for nonpublic schools, a private school, and learning centers, each designed to best help students overcome learning challenges. Our mission is to empower students to meet their full potential by recognizing their strengths and developing their foundations for learning.

Program Service Accomplishments

Program 1
Expenses: $1,000,279 Revenue: $1,024,848

Banyan Tree Educational Services offers resources to assist and support students with learning challenges. Banyan Tree Educational Services provides a nonpublic school, a private school with an...

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Banyan Tree Educational Services offers resources to assist and support students with learning challenges. Banyan Tree Educational Services provides a nonpublic school, a private school with an accredited curriculum and a learning center each designed to best 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%)

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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

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Governance

Voting Members
5
Independent Members
4
Employees
33
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
5
$103,143
Total Directors
5
$103,143
Key Employees
0
$0
Highest Compensated
0
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
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