Banyan Investment Corporation (EIN 475245046) - 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

2015

Legal Domicile

Principal Officer

Carl Schlueter

Phone

6127228512

Tax Period

2023-01-01 to 2023-03-22

Banyan Investment Corporation, founded in 2015, is a micro nonprofit that reported $579 in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 179473% operating deficit.

Mission

Banyan Investment Corporation exists for the purpose of supporting Banyan Foundation, DBA Banyan Community, to meet its mission.

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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 $0

Program Service Revenue $0

Investment Income $579

Other Revenue $0

TOTAL REVENUE $579

Expense Breakdown

Grants Paid $1,039,361

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,039,361

Other Expenses $367

TOTAL EXPENSES $1,039,728

Year-over-Year Comparison

	2023	2022	Change
Revenue	$579	$51,231	-1.0%
Expenses	$1,039,728	$4,750,848	-0.8%
Net Income	$-1,039,149	$-4,699,617	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Good	Chair	1.00	Officer Director	$0	$0	$0
Kyle Didier	Treasurer/Secretary	1.00	Officer Director	$0	$0	$0
Carl Schlueter	President	1.00	Officer	$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	$579	$1,039,728	No data	$-1,039,149
2022	$51,231	$4,750,848	$1,036,069	$-4,699,617
2021	$53,191	$4,990	$5,782,625	$48,201
2020	$51,140	$48,214	$5,711,986	$2,926
2019	$52,785	$137,247	$5,686,656	$-84,462
2018	$50,524	$123,590	$5,746,790	$-73,066

Banyan Investment Corporation