The Banyan Foundation (EIN 411922813) - 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

1998

Legal Domicile

Principal Officer

Carl Schlueter

Phone

6127228512

Tax Period

2024-08-01 to 2025-07-31

The Banyan Foundation, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

To transform lives by developing youth, strengthening families, and creating community.

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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 $2,109,390

Program Service Revenue $0

Investment Income $34,444

Other Revenue $-15,172

TOTAL REVENUE $2,128,662

Expense Breakdown

Grants Paid $162,570

Salaries & Benefits $1,328,192

Fundraising Expenses $288,045

Program Expenses $2,028,858

Other Expenses $844,393

TOTAL EXPENSES $2,374,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,128,662	$2,286,976	-0.1%
Expenses	$2,374,575	$2,471,924	0.0%
Net Income	$-245,913	$-184,948	+0.3%

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

$126,304

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judy Pennington 8124-123124	Chair	1.00	Officer Director	$0	$0	$0
Andrew Bingenheimer - Current	Chair	1.00	Officer Director	$0	$0	$0
Margaret Murphy	Vice Chair	1.00	Officer Director	$0	$0	$0
Larry Lucio	Secretary	1.00	Officer Director	$0	$0	$0
BJ Coleman	Treasurer	1.00	Officer Director	$0	$0	$0
Sharon Smith-Akinsanya	Director	1.00	Director	$0	$0	$0
Hanan Osman	Director	1.00	Director	$0	$0	$0
Mary Hibbs-Brennar	Director	1.00	Director	$0	$0	$0
Erica Messmer	Director	1.00	Director	$0	$0	$0
Hierald E Osorto	Director	1.00	Director	$0	$0	$0
Baribuma Kponi	Director	1.00	Director	$0	$0	$0
Carl Schlueter	Executive Director	40.00	Officer	$116,390	$9,914	$126,304

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	$2,128,662	$2,374,575	$6,121,657	$-245,913
2024	$2,286,976	$2,471,924	$6,361,123	$-184,948
2023	$1,005,831	$1,218,400	$6,537,244	$-212,569
2022	$7,923,966	$2,249,422	$6,597,553	$5,674,544
2021	$2,128,320	$2,203,734	$6,371,466	$-75,414
2020	$1,974,811	$2,176,195	$6,769,124	$-201,384
2019	$1,756,094	$2,048,631	$6,914,896	$-292,537
2018	$1,935,829	$1,780,815	$7,211,296	$155,014

The Banyan Foundation