Civic Intelligence

The Banyan Tree Roots Foundation

990PF • Fiscal year 2021 • EIN 84-3030662

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 28, 2022

Organization Profile
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

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

99th percentile

187%

Higher net margin than 99% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$54,000

Higher top officer pay than 76% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

4th percentile

-14%

Faster asset growth than 4% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$10,159,304

Down $1,616,368 (-14%) from 2020

Net Assets

Down

$10,159,304

Down $1,616,175 (-14%) from 2020

Liabilities

Down

$1

Down $192 (-99%) from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$714,063

Down $2,775,749 (-135%) from 2020

Expenses

Down

$618,894

Down $12,659 (-2.0%) from 2020

Net Income

Down

-$1,332,957

Down $2,763,090 (-193%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

2021

Assets$10,159,304
Liabilities$1
Net Assets$10,159,304
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue-$714,063
Expenses$618,894
Net Income-$1,332,957
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 28, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE ALFONDPresident & TreasurerPT$54,000-$54,000
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
2022-02-28
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Thomas Blaney
Phone
9143818900
Raw XML Appendix341 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/AddressLine1Txt2127 SMITHTOWN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3834 FRONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4819 GRAND BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ISLANDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAUPPAUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NESCONSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BINGHAMTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DEER PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111788
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411729
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0493759
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/AppliedToCurrentYearAmt0506405
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0506405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt073235
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111588
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt073235
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0544758
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038353
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111588
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073235
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0283218
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02024
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1339
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2600
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0193
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt058122
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/SignatureDt02022-02-28
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/AddressLine1Txt0500 MAMARONECK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105281633
ReturnHeader/PreparerPersonGrp/PhoneNum09143818900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BLANEY
ReturnHeader/ReturnTs02022-02-28T10:21:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KYLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALFOND
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
$10,159,304
Liabilities
$1
Net assets
$10,159,304
Revenue
-$714,063
Expenses
$618,894
Net income
-$1,332,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.52$0.63$0.89
2023Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.08$0.30$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.24$0.50$0.74
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.71$0.62$1.33
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$2.06$0.63$1.43
2019Summary only. Only limited summary data is available for this year.$10.1$0.00$10.0$0.03$10.00