Civic Intelligence

Banyan Tree Educational Services

990 • Fiscal year 2021 • EIN 26-2587784

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization ProfileBANYANTLC.ORG
2675 Rosecrans StreetSan Diego, CA 92106

(858) 578-6616

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.17x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

37th percentile

0.04x

Higher debt load relative to revenue than 37% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

33rd percentile

3.8%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$97,836

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$1,114,968

Down $380,968 (-25%) from 2020

Net Assets

Up

$922,026

Up $190,774 (+26%) from 2020

Liabilities

Down

$192,942

Down $571,742 (-75%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin33rd percentile

Revenue

Up

$4,992,011

Up $478,135 (+11%) from 2020

Expenses

Up

$4,801,237

Up $395,537 (+9.0%) from 2020

Net Income

Up

$190,774

Up $82,598 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $230,774Liabilities 2013: $136,968Net Assets 2013: $93,8062013Assets 2014: $362,548Liabilities 2014: $145,714Net Assets 2014: $216,8342014Assets 2015: $477,229Liabilities 2015: $334,227Net Assets 2015: $143,0022015Assets 2017: $671,965Liabilities 2017: $251,981Net Assets 2017: $419,9842017Assets 2018: $661,047Liabilities 2018: $33,459Net Assets 2018: $627,5882018Assets 2019: $758,431Liabilities 2019: $135,355Net Assets 2019: $623,0762019Assets 2020: $1,495,936Liabilities 2020: $764,684Net Assets 2020: $731,2522020Assets 2021: $1,114,968Liabilities 2021: $192,942Net Assets 2021: $922,0262021Assets 2022: $1,012,488Liabilities 2022: $766,140Net Assets 2022: $246,3482022Assets 2023: $777,486Liabilities 2023: $698,129Net Assets 2023: $79,3572023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$1,114,968
Liabilities$192,942
Net Assets$922,026
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $1,170,155Expenses 2013: $1,108,344Net Income 2013: $61,8112013Revenue 2014: $1,527,553Expenses 2014: $1,404,525Net Income 2014: $123,0282014Revenue 2015: $1,696,770Expenses 2015: $1,770,602Net Income 2015: -$73,8322015Revenue 2017: $2,672,874Expenses 2017: $2,269,899Net Income 2017: $402,9752017Revenue 2018: $2,767,680Expenses 2018: $2,560,076Net Income 2018: $207,6042018Revenue 2019: $3,262,518Expenses 2019: $3,267,030Net Income 2019: -$4,5122019Revenue 2020: $4,513,876Expenses 2020: $4,405,700Net Income 2020: $108,1762020Revenue 2021: $4,992,011Expenses 2021: $4,801,237Net Income 2021: $190,7742021Revenue 2022: $2,533,863Expenses 2022: $3,209,541Net Income 2022: -$675,6782022Revenue 2023: $1,164,190Expenses 2023: $1,440,057Net Income 2023: -$275,8672023Revenue 2024: $110,627Expenses 2024: $205,201Net Income 2024: -$94,5742024

Highlighted filing

2021

Revenue$4,992,011
Expenses$4,801,237
Net Income$190,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$4,992,011
Mission and Program Overview

Mission

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

We offer resources to assist and support students with learning challenges. We provide a nonpublic school, a private school with accredited curriculum and a learning center to help students overcome learning challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$529,975$767,738▲ $237,763
Intangible Assets$155,107$115,907▼ $39,200
Cash and Non-Interest-Bearing Accounts$406,979$82,648▼ $324,331
Land, Buildings, and Equipment, Net$93,751$63,487▼ $30,264
Savings and Temporary Cash Investments$250,026$25,090▼ $224,936
Total Assets$1,495,936$1,114,968▼ $380,968
Other Assets Total$60,098$60,098→ $0
Liabilities
Accounts Payable and Accrued Expenses$141,478$105,713▼ $35,765
Mortgage Notes Payable Secured by Investment Property$623,206$87,229▼ $535,977
Total Liabilities$764,684$192,942▼ $571,742
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$681,848$896,726▲ $214,878
Net Assets With Donor Restrictions$49,404$25,300▼ $24,104
Total Net Assets Fund Balance$731,252$922,026▲ $190,774
Total Liabilities and Net Assets / Fund Balance$1,495,936$1,114,968▼ $380,968

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$36,984$157,496$194,480
Equipment$18,593$55,424$74,017
Leasehold Improvements$7,910$25,730$33,640
Other Assets Org$60,098--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nanci EngleCEOFT$97,836$97,836

Board Members and Trustees

NameTitle
Tom VaughnActing President
Bill BrownDirector
Julie FosterDirector
Niko SassoDirector
Mercedes DuranSecretary
Holly ValeraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$795,328
Program Service Revenue
$4,039,219
Investment Income
$0
Other Revenue
$157,464
All Other Contributions
$309,607
Change in Net Assets
$190,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,992,011
Total Revenue per Audited Statements
$4,992,011
Total Revenue per Form 990
$4,992,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,470,964
Other Expenses$1,298,711
Grants and Similar Amounts Paid$31,562
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,768,650$137,432-$2,906,082
Occupancy$605,239$31,855-$637,094
Payroll Taxes$221,361$16,707-$238,068
Other Employee Benefits$212,909$16,069-$228,978
Information Technology$164,942$12,415-$177,357
Office Expenses$119,865$6,309-$126,174
Current Officers, Directors, Trustees, and Key Employees$24,459$73,377-$97,836
Depreciation Depletion$42,133$39,200-$81,333
Fees for Services Other$47,280--$47,280
Fees for Services Accounting-$35,020-$35,020
Grants to Domestic Orgs$31,562--$31,562
Insurance$18,689$1,407-$20,096
Interest$19,380--$19,380
Advertising$15,915$1,198-$17,113
Other Expenses$15,359$47,668-$15,359
All Other Expenses-$14,487-$14,487
Fees for Services Legal-$9,889-$9,889
Conferences and Meetings$6,452--$6,452
Travel$857$65-$922
Total Functional Expenses$4,358,139$443,098$0$4,801,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,801,237
Total Expenses per Audited Statements$4,801,237
Total Expenses per Form 990$4,801,237
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Access Youth AcademySan Diego, CA501c3Assistance with Level Up Grant$31,562
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A

“The Governing Board is comprised of individuals independent of the Organization and serve without compensation. Original Founders serve as members of a management board, dealing with day to day operations. The managing board is accountable to the Governing Board.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the Board Members prior to approval and submission to the IRS.”

Form 990, Part VI, Section B, Line 12C

“The Governing Board adopted a formal written conflict of interest policy, whistleblower policy, and document retention policy which are monitored by the Governing Board.”

Form 990, Part VI, Section B, Line 15A

“Tthe Board approved the salaries of the employees as part of the budget approval process.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial information can be made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Banyan Tree Educational Services
EIN
26-2587784
Phone
8585786616
Address
2675 Rosecrans Street, San Diego, CA 92106

Signing Officer

Name
Nanci Engle
Title
Executive Director
Phone
8585786616
Signed
2022-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nanci Engle
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
93
Volunteers
2

Preparer

Firm
Munger & Company CPAs
Address
2170 South El Camino Real Suite 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“These expenses relate to therapy provided services to the students.”

Form 990, Part III, Line 1

“Banyan Tree Educational Services offers resources to assist and support students with learning challenges. BTES provides 2 nonpublic schools, a private school, and 2 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.”

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IRS990/PrincipalOfficerNm0Nanci Engle
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IRS990/RentalIncomeOrLossGrp/RealAmt094074
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part III Section B Line 12e These amounts are mainly comprised of late fees received.
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0795328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022998
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010901
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0634
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0116494
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04992011
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018203172
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Assistance with Level Up Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Access Youth Academy
IRS990ScheduleI/RecipientTable/RecipientEIN0205119659
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0704 Euclid Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Diego
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092114
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Governing Board is comprised of individuals independent of the Organization and serve without compensation. Original Founders serve as members of a management board, dealing with day to day operations. The managing board is accountable to the Governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the Board Members prior to approval and submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Governing Board adopted a formal written conflict of interest policy, whistleblower policy, and document retention policy which are monitored by the Governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tthe Board approved the salaries of the employees as part of the budget approval process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, policies, and financial information can be made available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5These expenses relate to therapy provided services to the students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Banyan Tree Educational Services offers resources to assist and support students with learning challenges. BTES provides 2 nonpublic schools, a private school, and 2 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,114,968
Liabilities
$192,942
Net assets
$922,026
Revenue
$4,992,011
Expenses
$4,801,237
Net income
$190,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.11$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.70$0.08$1.16$1.44$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.77$0.25$2.53$3.21$0.68
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.19$0.92$4.99$4.80$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.76$0.73$4.51$4.41$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.14$0.62$3.26$3.27$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.03$0.63$2.77$2.56$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.25$0.42$2.67$2.27$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.33$0.14$1.70$1.77$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.15$0.22$1.53$1.40$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.14$0.09$1.17$1.11$0.06