Civic Intelligence

Balanced Rock Foundation

990 • Fiscal year 2019 • EIN 26-0778922

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.06x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

0.0%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$851,782

Up $120,220 (+16%) from 2018

Net Assets

Up

$835,116

Up $128,751 (+18%) from 2018

Liabilities

Down

$16,666

Down $8,531 (-34%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin84th percentile

Revenue

Up

$270,551

Up $27 (+0.0%) from 2018

Expenses

Down

$189,609

Down $52,153 (-22%) from 2018

Net Income

Up

$80,942

Up $52,180 (+181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$851,782
Liabilities$16,666
Net Assets$835,116
Open 2019 Filing

Operations Trend

Revenue Growth41st 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

2019

Revenue$270,551
Expenses$189,609
Net Income$80,942
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$270,551
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 non-profit, 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$428,257$562,954▲ $134,697
Cash and Non-Interest-Bearing Accounts$207,834$176,532▼ $31,302
Investments in Publicly Traded Securities$88,616$92,342▲ $3,726
Accounts Receivable$6,855$19,954▲ $13,099
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$731,562$851,782▲ $120,220
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,466$9,111▼ $6,355
Deferred Revenue$9,731$7,555▼ $2,176
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$25,197$16,666▼ $8,531
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$706,365$742,774▲ $36,409
Net Assets With Donor Restrictions$0$92,342▲ $92,342
Total Net Assets Fund Balance$706,365$835,116▲ $128,751
Total Liabilities and Net Assets / Fund Balance$731,562$851,782▲ $120,220
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Peter Van KuranPresident
Eliza KerrVice President of the Board
Anne BaxterDirector
Kerry CarterDirector
Maggie JonesDirector
Marcia HodgesDirector
Robb HirschDirector
Sarah Cupery-OttleySecretary
Monte MeyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,091
Program Service Revenue
$69,177
Investment Income
$21,283
Other Revenue
$0
All Other Contributions
$180,091
Change in Net Assets
$80,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,586
Other Expenses$77,023
Total Fundraising Expense$3,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,878$44,259$2,719$102,856
Fees for Services Other$22,280$4,586$0$26,866
Information Technology$1,591$8,341$36$9,968
Office Expenses$1,538$6,346$310$8,194
Other Expenses$6,567$0$0$6,567
Payroll Taxes$3,347$2,754$147$6,248
Travel$3,535$2,115$0$5,650
Other Employee Benefits$1,865$1,535$82$3,482
Conferences and Meetings$1,281$2,117$0$3,398
Insurance$698$1,542$31$2,271
Occupancy$1,061$873$47$1,981
Fees for Services Accounting$0$1,380$0$1,380
Advertising$30$100$0$130
Total Functional Expenses$110,289$75,948$3,372$189,609
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 35% controlled entity
No
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
No
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

“he 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 President and Treasurer roles are performed by volunteers.”

Form 990, Part VI, Section C, Line 19

“alance Rock Foundation 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
2020-11-03

Organization Details

Principal Officer
Pete Van Kuran
Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program instructors and support $22,280, and marketing services $4,586.”

Raw XML AppendixShowing 400 of 609 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/InformationTechnologyGrp/TotalAmt09968
IRS990/InsuranceGrp/FundraisingAmt031
IRS990/InsuranceGrp/ManagementAndGeneralAmt01542
IRS990/InsuranceGrp/ProgramServicesAmt0698
IRS990/InsuranceGrp/TotalAmt02271
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/ExclusionAmt021283
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021283
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt088616
IRS990/InvestmentsPubTradedSecGrp/EOYAmt092342
IRS990/IRPDocumentCnt014
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. This enhances participants' experiences of Yosemite and provides them with valuable tools to bring back to their communities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0706365
IRS990/NetAssetsOrFundBalancesEOYAmt0835116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt049709
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0706365
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0742774
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt047
IRS990/OccupancyGrp/ManagementAndGeneralAmt0873
IRS990/OccupancyGrp/ProgramServicesAmt01061
IRS990/OccupancyGrp/TotalAmt01981
IRS990/OfficeExpensesGrp/FundraisingAmt0310
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06346
IRS990/OfficeExpensesGrp/ProgramServicesAmt01538
IRS990/OfficeExpensesGrp/TotalAmt08194
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt082
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01865
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03482
IRS990/OtherExpensesGrp/Desc0Program Supplies
IRS990/OtherExpensesGrp/Desc1Program permits
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt010618
IRS990/OtherExpensesGrp/ProgramServicesAmt16567
IRS990/OtherExpensesGrp/TotalAmt010618
IRS990/OtherExpensesGrp/TotalAmt16567
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02719
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055878
IRS990/OtherSalariesAndWagesGrp/TotalAmt0102856
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0147
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02754
IRS990/PayrollTaxesGrp/ProgramServicesAmt03347
IRS990/PayrollTaxesGrp/TotalAmt06248
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Pete Van Kuran
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813990
IRS990/ProgramServiceRevenueGrp/Desc0Course Tuition
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069177
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0188753
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015351
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0123684
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt066420
IRS990/PYRevenuesLessExpensesAmt028762
IRS990/PYSalariesCompEmpBnftPaidAmt0118078
IRS990/PYTotalExpensesAmt0241762
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0270524
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080942
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt069177
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$851,782
Liabilities
$16,666
Net assets
$835,116
Revenue
$270,551
Expenses
$189,609
Net income
$80,942
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