BANYAN (EIN 814428721) - 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

2017

Legal Domicile

Principal Officer

JAMES ELLIS

Phone

5038210629

Tax Period

2018-01-01 to 2018-12-31

BANYAN, founded in 2017, is a small nonprofit that reported $395K in total revenue in fiscal year 2018.

Mission

TO PROVIDE CRITICAL REPAIRS, MODIFICATIONS AND RESOURCE-CONSERVING UPGRADES TO LOW-INCOME HOMEOWNERS IN THE PORTLAND AREA. BY MOBILIZING DONATED FUNDS AND IN-KING SUPPLY CONTRIBUTIONS, WE RESTORE SAFE, HEALTHY AND ENERGY EFFICIENT LIVING ENVIRONMENTS FOR THOSE WHO CANNOT AFFORD CRITICAL REPAIRS. WHILE BANYAN WILL SEEK TO SERVE ALL RESIDENTS MAKING LESS THAN 80% OF MEDIAN AREA INCOME, PRIORITY WILL BE GIVEN TO THE ELDERLY, THOSE WITH DISABILITIES, U.S. MILITARY VETERANS, FAMILIES WITH CHILDREN, AND OTHER DEMOGRAPHICS AT PARTICULAR RISK FOR HOUSING INSECURITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $39,433

Program Service Revenue $355,970

Investment Income $0

Other Revenue $0

TOTAL REVENUE $395,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,975

Fundraising Expenses $987

Program Expenses $384,349

Other Expenses $254,475

TOTAL EXPENSES $425,450

Year-over-Year Comparison

	2018	2017	Change
Revenue	$395,403	N/A	N/A
Expenses	$425,450	N/A	N/A
Net Income	$-30,047	N/A	N/A

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

$44,110

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ELLIS	EXECUTIVE DI	40.00	Officer	$44,110	$0	$44,110
LOUGIE ANDERSON	CHAIR	4.00	Officer	$0	$0	$0
JIM ERKEL	TREASURER	1.00	Officer	$0	$0	$0
SOPHIE MCMILLIAN	SECRETARY	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
2018	$395,403	$425,450	$13,695	$-30,047

BANYAN