Civic Intelligence

Banyan Gate Foundation

990PF • Fiscal year 2023 • EIN 45-5393468

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

44th percentile

3.5%

Faster asset growth than 44% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$41,106,701

Up $1,400,618 (+3.5%) from 2022

Net Assets

Up

$41,106,701

Up $1,400,618 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$1,562,236

Up $190,637 (+14%) from 2022

Expenses

Down

$161,618

Down $5,591,439 (-97%) from 2022

Net Income

Up

$1,400,618

Up $5,782,076 (+132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$41,106,701
Liabilities$0
Net Assets$41,106,701
Open 2023 Filing

Operations Trend

Revenue Growth65th 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

2023

Revenue$1,562,236
Expenses$161,618
Net Income$1,400,618
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
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
2024-05-09
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 Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033443
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02048916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02015473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03343638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0662094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0460737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02015473
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02450996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02450996
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033443
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02450996
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04466469
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070147
TaxesSchedule/TaxesDetail/Amt043028
TaxesSchedule/TaxesDetail/Amt115000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt043028
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/SignatureDt02024-05-09
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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02024-05-10T10:32:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,106,701
Liabilities
$0
Net assets
$41,106,701
Revenue
$1,562,236
Expenses
$161,618
Net income
$1,400,618
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