Civic Intelligence

Balanced Rock Foundation

990 • Fiscal year 2015 • EIN 26-0778922

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 30, 2016

Organization Profilewww.BalancedRock.org
PO Box 102El Portal, CA 95318

(209) 379-9453

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

56th percentile

3.0%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

4.5%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$586,516

Up $17,297 (+3.0%) from 2014

Net Assets

Up

$566,543

Up $2,062 (+0.4%) from 2014

Liabilities

Up

$19,973

Up $15,235 (+322%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin56th percentile

Revenue

Up

$224,120

Up $9,568 (+4.5%) from 2014

Expenses

Up

$211,981

Up $22,075 (+12%) from 2014

Net Income

Down

$12,139

Down $12,507 (-51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $569,219Liabilities 2014: $4,738Net Assets 2014: $564,4812014Assets 2015: $586,516Liabilities 2015: $19,973Net Assets 2015: $566,5432015Assets 2016: $657,565Liabilities 2016: $37,287Net Assets 2016: $620,2782016Assets 2017: $725,960Liabilities 2017: $31,198Net Assets 2017: $694,7622017Assets 2018: $731,562Liabilities 2018: $25,197Net Assets 2018: $706,3652018Assets 2019: $851,782Liabilities 2019: $16,666Net Assets 2019: $835,1162019Assets 2020: $1,002,814Liabilities 2020: $36,449Net Assets 2020: $966,3652020Assets 2021: $1,099,697Liabilities 2021: $31,418Net Assets 2021: $1,068,2792021Assets 2022: $862,688Liabilities 2022: $34,232Net Assets 2022: $828,4562022Assets 2023: $776,277Liabilities 2023: $16,984Net Assets 2023: $759,2932023Assets 2024: $863,897Liabilities 2024: $20,104Net Assets 2024: $843,7932024

Highlighted filing

2015

Assets$586,516
Liabilities$19,973
Net Assets$566,543
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

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

$400K$200K$0-$200KRevenue 2014: $214,552Expenses 2014: $189,906Net Income 2014: $24,6462014Revenue 2015: $224,120Expenses 2015: $211,981Net Income 2015: $12,1392015Revenue 2016: $241,963Expenses 2016: $194,826Net Income 2016: $47,1372016Revenue 2017: $244,633Expenses 2017: $173,821Net Income 2017: $70,8122017Revenue 2018: $270,524Expenses 2018: $241,762Net Income 2018: $28,7622018Revenue 2019: $270,551Expenses 2019: $189,609Net Income 2019: $80,9422019Revenue 2020: $231,624Expenses 2020: $170,576Net Income 2020: $61,0482020Revenue 2021: $302,771Expenses 2021: $233,584Net Income 2021: $69,1872021Revenue 2022: $146,663Expenses 2022: $273,458Net Income 2022: -$126,7952022Revenue 2023: $153,486Expenses 2023: $292,595Net Income 2023: -$139,1092023Revenue 2024: $370,126Expenses 2024: $340,672Net Income 2024: $29,4542024

Highlighted filing

2015

Revenue$224,120
Expenses$211,981
Net Income$12,139
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 30, 2016
Return Version
2015v2.1
Gross Receipts
$224,120
Mission and Program Overview

Mission

Balanced Rock Foundation provides enriching educational programs, service opportunities and wilderness journeys to participants who wish to foster individual well-being and healthy living. We provide a forum to practice and cultivate personal balance, inspire compassion in action and strengthen one's connection with the natural world, community and environment. This enhances participants' experiences of Yosemite and provides them with valuable tools to bring back to their communities.

Balanced Rock Foundation, a Yosemite-based nonprofit, inspires people to live more meaningful, sustainable, and healthy lives through deep connection to nature, community and themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$240,790$291,121▲ $50,331
Cash and Non-Interest-Bearing Accounts$178,194$173,887▼ $4,307
Investments in Publicly Traded Securities$149,678$119,616▼ $30,062
Accounts Receivable$557$1,892▲ $1,335
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$569,219$586,516▲ $17,297
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,738$10,074▲ $5,336
Deferred Revenue$0$9,899▲ $9,899
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,738$19,973▲ $15,235
Net Assets / Fund Balance
Unrestricted Net Assets$414,803$435,277▲ $20,474
Temporarily Rstr Net Assets$149,678$131,266▼ $18,412
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$564,481$566,543▲ $2,062
Total Liabilities and Net Assets / Fund Balance$569,219$586,516▲ $17,297

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$149,678$0▲ $880$30,892$119,616
2014$148,534$0▲ $1,144$0$149,678
2013$148,148$0▲ $3,480$0$148,534
2012$145,970$0▲ $4,577$0$148,148
2011$81,469$62,952▲ $3,942$0$145,970
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Anne BaxterPresident
Eliza KerrVice President
Brenda OstromDirector
Marcia HodgesDirector
Nicole BenterDirector
Pam KuhnDirector
Rosa Aranda-ListerDirector
Sarah OttleyDirector
Peter van KuranSecretary
Monte MeyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,895
Program Service Revenue
$49,862
Investment Income
$11,363
Other Revenue
$0
All Other Contributions
$162,895
Change in Net Assets
$12,139

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$49,706Fair market
Clothing and Household Goods-$3,119Fair market
Total Noncash Contributions1$52,825-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$111,860
Other Expenses$100,121
Total Fundraising Expense$5,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,123$29,315$2,128$93,566
Other Expenses$36,892$0$0$36,892
Fees for Services Other$9,916$9,315$0$19,231
Office Expenses$3,886$7,925$2,720$14,531
Other Employee Benefits$10,455$1,049$114$11,618
Payroll Taxes$4,448$2,010$218$6,676
Advertising$0$5,280$0$5,280
Insurance$2,113$950$106$3,169
Occupancy$1,405$1,341$51$2,797
Travel$2,157$562$24$2,743
Fees for Services Accounting$0$1,859$0$1,859
Information Technology$0$1,834$0$1,834
Conferences and Meetings$52$0$0$52
Total Functional Expenses$145,180$61,440$5,361$211,981
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by the Treasurer with support from the staff. When filed, an electronic copy of the 990 is provided to all Board members. The 990 is reviewed and discussed at Board meetings.”

Form 990, Part VI, Section B, Line 12C

“Annually, Board members and Staff are asked to disclose any conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The Board is responsible for reviewing and setting compensation for the employees of the organization. Wages and Salaries are established taking into account the salaries and wages of similar organizations in the local area. The CEO and Treasurer roles are performed by volunteers.”

Form 990, Part VI, Section C, Line 19

“Balanced Rock makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
Balanced Rock Foundation
EIN
26-0778922
Phone
2093799453
Address
PO Box 102, El Portal, CA 95318

Signing Officer

Name
Monte Meyers
Title
Treasurer
Phone
5105417421
Signed
2016-08-30

Organization Details

Principal Officer
Anne Baxter
Formed
2006
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees for services, Program, include Field Instructors and Yoga Instructors for the course. Management fees for services include marketing and payroll services.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Donations are for facilities to help grow the organization's programs.”

Raw XML AppendixShowing 400 of 679 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04738
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010074
IRS990/AccountsReceivableGrp/BOYAmt0557
IRS990/AccountsReceivableGrp/EOYAmt01892
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Balanced Rock Foundation, a Yosemite-based nonprofit, inspires people to live more meaningful, sustainable, and healthy lives through deep connection to nature, community and themselves.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05280
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt05280
IRS990/AllOtherContributionsAmt0162895
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Paula Wild
IRS990/BooksInCareOfDetail/PhoneNum02093799453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0El Portal
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095318
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0178194
IRS990/CashNonInterestBearingGrp/EOYAmt0173887
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt052
IRS990/ConferencesMeetingsGrp/TotalAmt052
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0162895
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011363
IRS990/CYOtherExpensesAmt0100121
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt049862
IRS990/CYRevenuesLessExpensesAmt012139
IRS990/CYSalariesCompEmpBnftPaidAmt0111860
IRS990/CYTotalExpensesAmt0211981
IRS990/CYTotalFundraisingExpenseAmt05361
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0224120
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt09899
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Balanced Rock inspires health and well-being through deep connection to nature and spirit. We offer Yosemite journeys for mind, body and spirit. One of our main program objectives is to slow down, unplug, and plug back in to the rhythms of the natural world. Each of our unique programs offers tools to remember how to do this through yoga classes, meditation, quiet hikes, reflective journaling, and campfire sharing. We ran 14 courses as well as bi-weekly classes throughout the year, bringing an opportunity to both locals and visitors from around the world to connect with nature and with themselves. Included in the course offerings were a Women of Color trip, and a program for at-risk local youth, which consisted of three day-hikes leading up to a four-day backpack. Bi-weekly, we provide community service of donation-based yoga classes taught by our staff and certified volunteers. To further its outreach and fulfill its mission, Balanced Rock offers tuition assistance for its courses.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0108288
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01859
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01859
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09315
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09916
IRS990/FeesForServicesOtherGrp/TotalAmt019231
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Anne Baxter
IRS990/Form990PartVIISectionAGrp/PersonNm1Eliza Kerr
IRS990/Form990PartVIISectionAGrp/PersonNm2Peter van Kuran
IRS990/Form990PartVIISectionAGrp/PersonNm3Monte Meyers
IRS990/Form990PartVIISectionAGrp/PersonNm4Marcia Hodges
IRS990/Form990PartVIISectionAGrp/PersonNm5Nicole Benter
IRS990/Form990PartVIISectionAGrp/PersonNm6Rosa Aranda-Lister
IRS990/Form990PartVIISectionAGrp/PersonNm7Brenda Ostrom
IRS990/Form990PartVIISectionAGrp/PersonNm8Pam Kuhn
IRS990/Form990PartVIISectionAGrp/PersonNm9Sarah Ottley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0224120
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01834
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt01834
IRS990/InsuranceGrp/FundraisingAmt0106
IRS990/InsuranceGrp/ManagementAndGeneralAmt0950
IRS990/InsuranceGrp/ProgramServicesAmt02113
IRS990/InsuranceGrp/TotalAmt03169
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011363
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011363
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0149678
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0119616
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Balanced Rock Foundation provides enriching educational programs, service opportunities and wilderness journeys to participants who wish to foster individual well-being and healthy living. We provide a forum to practice and cultivate personal balance, inspire compassion in action and strengthen one's connection with the natural world, community and environment, thereby enhancing the Yosemite experience.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0564481
IRS990/NetAssetsOrFundBalancesEOYAmt0566543
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-10077
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt052825
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt051
IRS990/OccupancyGrp/ManagementAndGeneralAmt01341
IRS990/OccupancyGrp/ProgramServicesAmt01405
IRS990/OccupancyGrp/TotalAmt02797
IRS990/OfficeExpensesGrp/FundraisingAmt02720
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07925
IRS990/OfficeExpensesGrp/ProgramServicesAmt03886
IRS990/OfficeExpensesGrp/TotalAmt014531
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0114
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01049
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010455
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011618
IRS990/OtherExpensesGrp/Desc0Program supplies
IRS990/OtherExpensesGrp/Desc1Program permits
IRS990/OtherExpensesGrp/Desc2New venue floor
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt07237
IRS990/OtherExpensesGrp/ProgramServicesAmt14496
IRS990/OtherExpensesGrp/ProgramServicesAmt236892
IRS990/OtherExpensesGrp/TotalAmt07237
IRS990/OtherExpensesGrp/TotalAmt14496
IRS990/OtherExpensesGrp/TotalAmt236892
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02128
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029315
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062123
IRS990/OtherSalariesAndWagesGrp/TotalAmt093566
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0218
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02010
IRS990/PayrollTaxesGrp/ProgramServicesAmt04448
IRS990/PayrollTaxesGrp/TotalAmt06676
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Anne Baxter
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813990
IRS990/ProgramServiceRevenueGrp/Desc0Program courses, outings, education
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049862
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049862
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Balanced Rock Foundation led the effort to raise money and coordinate the renovation of the El Portal Community Hall for the benefit of the El Portal Community.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036892
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0152968
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08728
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt078677
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt052856
IRS990/PYRevenuesLessExpensesAmt024646
IRS990/PYSalariesCompEmpBnftPaidAmt0111229
IRS990/PYTotalExpensesAmt0189906
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0214552
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012139
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,516
Liabilities
$19,973
Net assets
$566,543
Revenue
$224,120
Expenses
$211,981
Net income
$12,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.02$0.84$0.37$0.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.15$0.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.83$0.15$0.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.30$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.97$0.23$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.84$0.27$0.19$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.71$0.27$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.69$0.24$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.62$0.24$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.22$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.56$0.21$0.19$0.02