BANYAN TREE WOMENS COLLECTIVE (EIN 834445633) - 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

2019

Legal Domicile

Principal Officer

Jennifer Sherer

Phone

6503044213

Tax Period

2024-01-01 to 2024-12-31

BANYAN TREE WOMENS COLLECTIVE, founded in 2019, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

Banyan Tree Women's Collective is dedicated to improving access to holistic health and wellness services for all. Serving the San Francisco Bay Area Peninsula and beyond, we offer expert-led programs in nutrition, movement, spirit, and lifestyle. Through our work, we empower individuals and strengthen community well-being.

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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 $208,119

Program Service Revenue $21,325

Investment Income $1,076

Other Revenue $3,840

TOTAL REVENUE $234,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,705

Fundraising Expenses $34,154

Program Expenses $179,969

Other Expenses $81,617

TOTAL EXPENSES $231,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,360	$190,328	+0.2%
Expenses	$231,612	$213,067	+0.1%
Net Income	$2,748	$-22,739	-1.1%

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

Total Directors

Key Employees

$105,752

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Fabreo-Montelongo	Program Director	17	Key Emp Highest	$53,266	$0	$53,266
Chantal Boyer	Associate, Program Director	20	Key Emp	$52,486	$0	$52,486
Jennifer Sherer	CEO,Board Director	4	Officer Director	$0	$0	$0
Annie Wang	Secretary, Board Director	2	Officer Director	$0	$0	$0
Elizabeth Howard	Board Chairperson	3	Director	$0	$0	$0
Rashmi Bagchi	Board Director	4	Director	$0	$0	$0
Veronique Chastenet de Gery	Board Director	2	Director	$0	$0	$0
Vandana Ramakrishnan Nathan	Board Director	2	Director	$0	$0	$0
Shara Watkins	Board Director	2	Director	$0	$0	$0
Tu Mai	Board Director	2	Director	$0	$0	$0
Vivian Loh Nahmias	Treasurer	4	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
2025	No data	No data	No data	No data
2024	$234,360	$231,612	$67,437	$2,748
2023	$190,328	$213,067	$66,813	$-22,739
2022	$131,456	$149,406	$84,726	$-17,950
2021	$171,392	$145,844	$103,166	$25,548
2020	$34,605	$59,326	$77,042	$-24,721

BANYAN TREE WOMENS COLLECTIVE