Civic Intelligence

Banyan Gate Foundation

990PF • Fiscal year 2021 • EIN 45-5393468

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
2490 Gordon DriveNaples, FL 34102

(239) 331-8488

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

6.6%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$44,087,541

Up $10,148,018 (+30%) from 2020

Net Assets

Up

$44,087,541

Up $10,148,018 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin98th percentile

Revenue

Up

$18,499,827

Up $1,150,775 (+6.6%) from 2020

Expenses

Down

$454,512

Down $423,255 (-48%) from 2020

Net Income

Up

$18,045,315

Up $1,574,030 (+9.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60M$40M$20M$0Assets 2013: $16,969,703Liabilities 2013: $02013Assets 2014: $17,120,775Liabilities 2014: $0Net Assets 2014: $17,120,7752014Assets 2015: $18,511,345Liabilities 2015: $0Net Assets 2015: $18,511,3452015Assets 2016: $28,153,099Liabilities 2016: $0Net Assets 2016: $28,153,0992016Assets 2018: $25,124,650Liabilities 2018: $0Net Assets 2018: $25,124,6502018Assets 2019: $24,418,266Liabilities 2019: $0Net Assets 2019: $24,418,2662019Assets 2020: $33,939,523Liabilities 2020: $0Net Assets 2020: $33,939,5232020Assets 2021: $44,087,541Liabilities 2021: $0Net Assets 2021: $44,087,5412021Assets 2022: $39,706,083Liabilities 2022: $0Net Assets 2022: $39,706,0832022Assets 2023: $41,106,701Liabilities 2023: $0Net Assets 2023: $41,106,7012023Assets 2024: $44,710,930Liabilities 2024: $0Net Assets 2024: $44,710,9302024

Highlighted filing

2021

Assets$44,087,541
Liabilities$0
Net Assets$44,087,541
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

$20M$10M$0-$10MRevenue 2013: $4,081,884Expenses 2013: $2,476,858Net Income 2013: $1,605,0262013Revenue 2014: $861,130Expenses 2014: $710,058Net Income 2014: $151,0722014Revenue 2015: $1,620,238Expenses 2015: $229,668Net Income 2015: $1,390,5702015Revenue 2016: $18,443,420Expenses 2016: $86,746Net Income 2016: $18,356,6742016Revenue 2018: $1,549,603Expenses 2018: $3,047,643Net Income 2018: -$1,498,0402018Revenue 2019: $1,298,382Expenses 2019: $2,030,947Net Income 2019: -$732,5652019Revenue 2020: $17,349,052Expenses 2020: $877,767Net Income 2020: $16,471,2852020Revenue 2021: $18,499,827Expenses 2021: $454,512Net Income 2021: $18,045,3152021Revenue 2022: $1,371,599Expenses 2022: $5,753,057Net Income 2022: -$4,381,4582022Revenue 2023: $1,562,236Expenses 2023: $161,618Net Income 2023: $1,400,6182023Revenue 2024: $3,750,257Expenses 2024: $146,028Net Income 2024: $3,604,2292024

Highlighted filing

2021

Revenue$18,499,827
Expenses$454,512
Net Income$18,045,315
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J BARRYPresident-$0--
AMY B BARRYVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Banyan Gate Foundation
EIN
45-5393468
Phone
2393318488
Address
2490 GORDON DRIVE, NAPLES, FL 34102

Signing Officer

Name
Michael J Barry
Title
President
Phone
2393318488
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Fair Isle Advisors
Address
1101 NORWALK STREET, GREENSBORO, NC 27407
Preparer
Leslie L Anderson
Phone
3364822444
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018045315
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051984838
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL J BARRY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1AMY B BARRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND RESEARCH TO DEVELOP A NATIONAL, PUBLIC BANK OF RENEWABLE STEM CELLS FOR RESEARCH AND MEDICAL THERAPIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE SUPPORT TO NAPLES UCC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NAPLES UNITED CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 W MAIN STREET SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15200 CRAYTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109994
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02248041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02138047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0662094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01572422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01026362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02138047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01122831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0662094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0460737
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109994
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01122831
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03260878
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LITTLE HARBOUR SAZ LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1LITTLE HARBOUR SAZ LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2LITTLE HARBOUR SAZ LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02490 GORDON DRVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12490 GORDON DRVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22490 GORDON DRVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034012
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134012
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd234012
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02722250
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14527132
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21638847
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02722250
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt14527132
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21638847
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc025,000 SHARES OF UNITY SOFTWARE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc119,464 SHARES OF DOCUSIGN INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc210,755 SHARES OF DOORDASH
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-03-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-03-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07897297
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FAIR MARKET VALUE > COST FOR CONTRIBUTION OF SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073910
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt073910
TaxesSchedule/TaxesDetail/Amt029889
TaxesSchedule/TaxesDetail/Amt1240719
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029889
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02393318488
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANYAN GATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANY
ReturnHeader/Filer/EIN0455393468
ReturnHeader/Filer/PhoneNum02393318488
ReturnHeader/Filer/USAddress/AddressLine1Txt02490 GORDON DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204831046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAIR ISLE ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 NORWALK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027407
ReturnHeader/PreparerPersonGrp/PhoneNum03364822444
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02022-11-14T11:32:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,087,541
Liabilities
$0
Net assets
$44,087,541
Revenue
$18,499,827
Expenses
$454,512
Net income
$18,045,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.7$0.00$44.7$3.75$0.15$3.60
2023Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$1.56$0.16$1.40
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$1.37$5.75$4.38
2021Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$18.5$0.45$18.0
2020Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$17.3$0.88$16.5
2019Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.30$2.03$0.73
2018Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$1.55$3.05$1.50
2016Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$18.4$0.09$18.4
2015Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.62$0.23$1.39
2014Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.86$0.71$0.15
2013Summary only. Only limited summary data is available for this year.$17.0$0.00$4.08$2.48$1.61