Civic Intelligence

Balanced Rock Foundation

990 • Fiscal year 2017 • EIN 26-0778922

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.13x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$725,960

Up $68,395 (+10%) from 2016

Net Assets

Up

$694,762

Up $74,484 (+12%) from 2016

Liabilities

Down

$31,198

Down $6,089 (-16%) from 2016

Revenue

Up

$244,633

Up $2,670 (+1.1%) from 2016

Expenses

Down

$173,821

Down $21,005 (-11%) from 2016

Net Income

Up

$70,812

Up $23,675 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$725,960
Liabilities$31,198
Net Assets$694,762

Operations Trend

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

2017

Revenue$244,633
Expenses$173,821
Net Income$70,812
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.0
Gross Receipts
$244,633
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$354,075$371,015▲ $16,940
Cash and Non-Interest-Bearing Accounts$167,819$226,102▲ $58,283
Investments in Publicly Traded Securities$121,021$122,238▲ $1,217
Accounts Receivable$14,650$6,605▼ $8,045
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$657,565$725,960▲ $68,395
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$20,347$16,713▼ $3,634
Accounts Payable and Accrued Expenses$16,940$14,485▼ $2,455
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$37,287$31,198▼ $6,089
Net Assets / Fund Balance
Unrestricted Net Assets$497,999$575,523▲ $77,524
Temporarily Rstr Net Assets$122,279$119,239▼ $3,040
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$620,278$694,762▲ $74,484
Total Liabilities and Net Assets / Fund Balance$657,565$725,960▲ $68,395
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$168,730
Program Service Revenue
$64,389
Investment Income
$11,514
Other Revenue
$0
All Other Contributions
$168,730
Change in Net Assets
$70,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,950
Other Expenses$62,871
Total Fundraising Expense$4,932
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,257$34,911$3,036$99,204
Fees for Services Other$17,915$1,250$0$19,165
Office Expenses$3,913$3,052$1,470$8,435
Payroll Taxes$4,436$2,721$84$7,241
Information Technology$892$4,460$37$5,389
Other Expenses$4,712$0$0$4,712
Other Employee Benefits$2,805$1,565$135$4,505
Advertising$299$3,527$0$3,826
Travel$2,648$760$100$3,508
Conferences and Meetings$677$1,417$0$2,094
Fees for Services Accounting$0$2,092$0$2,092
Occupancy$1,027$573$50$1,650
Insurance$422$1,150$20$1,592
Total Functional Expenses$111,411$57,478$4,932$173,821
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. The 990 is provided to all Board members for review and comments. When filed, an electronic copy of the 990 is provided to all Board members.

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

Annually, Board members and Staff are asked to disclose any conflicts of interest in accordance with the organization's articles of incorporation and conflicts of interest policy.

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
2018-11-14

Organization Details

Principal Officer
Anne Baxter
Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Course instructors and guides.

Raw XML AppendixShowing 400 of 600 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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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 objectives is to slow down, unplug, and plug back into 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 15 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 wellness practices. Included in the course offerings were the Women of Color Wilderness Program, and a program for at-risk local youth which provided a space for underrepresented groups to receive education around, access to and nourishment from Yosemite's Wilderness, while exploring issues of social and environmental justice and stewardship. Bi-weekly, we provide community service of donation-based yoga classes taught by our staff and certified volunteers, as well as a 6 week series of yoga and mindfulness classes in the local K-8 public school. To further its outreach and fulfill its mission, Balanced Rock offers tuition assistance for all of its courses.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Anne Baxter
IRS990/Form990PartVIISectionAGrp/PersonNm1Eliza Kerr
IRS990/Form990PartVIISectionAGrp/PersonNm2Peter van Kuran
IRS990/Form990PartVIISectionAGrp/PersonNm3Monte Meyers
IRS990/Form990PartVIISectionAGrp/PersonNm4Brenda Ostrom
IRS990/Form990PartVIISectionAGrp/PersonNm5Marcia Hodges
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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