Civic Intelligence

The Banyan Tree Roots Foundation

990PF • Fiscal year 2020 • EIN 84-3030662

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 02, 2021

47 Cambridge DrSmithtown, NY 11787-4803

(207) 233-4003

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

71st percentile

69%

Higher net margin than 71% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$60,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-79%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$11,775,672

Up $1,678,518 (+17%) from 2019

Net Assets

$11,775,479

No earlier filing loaded for comparison.

Liabilities

Up

$193

Up $193 from 2019

Revenue

Down

$2,061,686

Down $7,968,256 (-79%) from 2019

Expenses

Up

$631,553

Up $599,832 (+1891%) from 2019

Net Income

Down

$1,430,133

Down $8,568,088 (-86%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2019: $10,097,154Liabilities 2019: $02019Assets 2020: $11,775,672Liabilities 2020: $193Net Assets 2020: $11,775,4792020Assets 2021: $10,159,304Liabilities 2021: $1Net Assets 2021: $10,159,3042021Assets 2022: $8,339,818Liabilities 2022: $1Net Assets 2022: $8,339,8182022Assets 2023: $9,123,566Liabilities 2023: $1Net Assets 2023: $9,123,5662023Assets 2024: $10,022,292Liabilities 2024: $0Net Assets 2024: $10,022,2922024

Highlighted filing

2020

Assets$11,775,672
Liabilities$193
Net Assets$11,775,479

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $10,029,942Expenses 2019: $31,721Net Income 2019: $9,998,2212019Revenue 2020: $2,061,686Expenses 2020: $631,553Net Income 2020: $1,430,1332020Revenue 2021: -$714,063Expenses 2021: $618,894Net Income 2021: -$1,332,9572021Revenue 2022: -$235,206Expenses 2022: $501,215Net Income 2022: -$736,4212022Revenue 2023: $79,137Expenses 2023: $299,686Net Income 2023: -$220,5492023Revenue 2024: $1,521,746Expenses 2024: $634,150Net Income 2024: $887,5962024

Highlighted filing

2020

Revenue$2,061,686
Expenses$631,553
Net Income$1,430,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 2, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE ALFONDPresident & TreasurerPT$60,000-$60,000
MELISSA ALFONDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Banyan Tree Roots Foundation
EIN
84-3030662
Phone
2072334003
Address
47 CAMBRIDGE DR, SMITHTOWN, NY 11787-4803

Signing Officer

Name
Kyle Alfond
Title
President & Treasurer
Phone
2072334003
Signed
2021-03-02
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Thomas Blaney
Phone
2122862600
Raw XML Appendix397 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0471 ATLANTIC AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 DAVIDS DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4834 FRONT ST
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073235
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04340
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0961
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2331
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3710
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt418500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0961
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2331
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0248192
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0193
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE ALFOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02072334003
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BANYAN TREE ROOTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANY
ReturnHeader/Filer/EIN0843030662
ReturnHeader/Filer/PhoneNum02072334003
ReturnHeader/Filer/USAddress/AddressLine1Txt047 CAMBRIDGE DR
ReturnHeader/Filer/USAddress/CityNm0SMITHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0117874803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0665 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BLANEY
ReturnHeader/ReturnTs02021-03-02T10:11:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KYLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALFOND
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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