Civic Intelligence

Banyan Gate Foundation

990PF • Fiscal year 2022 • EIN 45-5393468

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 06, 2023

Organization Profile
3065 Fort Charles 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.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

3rd percentile

-319%

Higher net margin than 3% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.9%

Faster asset growth than 20% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$39,706,083

Down $4,381,458 (-9.9%) from 2021

Net Assets

Down

$39,706,083

Down $4,381,458 (-9.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$1,371,599

Down $17,128,228 (-93%) from 2021

Expenses

Up

$5,753,057

Up $5,298,545 (+1166%) from 2021

Net Income

Down

-$4,381,458

Down $22,426,773 (-124%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$39,706,083
Liabilities$0
Net Assets$39,706,083
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$1,371,599
Expenses$5,753,057
Net Income-$4,381,458
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th 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
3065 FORT CHARLES DRIVE, NAPLES, FL 34102

Signing Officer

Name
Michael J Barry
Title
President
Phone
2393318488
Signed
2023-11-06
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 Appendix342 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt027782966
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02231183
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02231183
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02231183
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02248438
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL J BARRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY B BARRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/SECRETARY
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL J BARRY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1AMY B BARRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1463200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LINDQUIST PRESIDENTIAL DISTINGUISHED CHAIR FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT TRACK AND FIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NCH EMERGENCY RESPONSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NCH HEALTHCARE SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HEARTS WITH HANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 W MAIN STREET SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 W MAIN STREET SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2350 7TH STREET NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35202 W MARKET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327409
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05563200
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/AppliedToCurrentYearAmt02231183
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02231183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0662094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0460737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04466469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03343638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0662094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0460737
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05574821
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03343638
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04466469
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01122831
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt080685
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt080685
TaxesSchedule/TaxesDetail/Amt049551
TaxesSchedule/TaxesDetail/Amt148000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049551
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02393318488
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANYAN GATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANY
ReturnHeader/Filer/EIN0455393468
ReturnHeader/Filer/PhoneNum02393318488
ReturnHeader/Filer/USAddress/AddressLine1Txt03065 FORT CHARLES DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02023-11-06T13:40:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,706,083
Liabilities
$0
Net assets
$39,706,083
Revenue
$1,371,599
Expenses
$5,753,057
Net income
-$4,381,458
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