Civic Intelligence

Balanced Rock Foundation

990 • Fiscal year 2023 • EIN 26-0778922

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

52nd percentile

0.02x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.11x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$81,638

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 53.2% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

4.7%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$776,277

Down $86,411 (-10%) from 2022

Net Assets

Down

$759,293

Down $69,163 (-8.3%) from 2022

Liabilities

Down

$16,984

Down $17,248 (-50%) from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin4th percentile

Revenue

Up

$153,486

Up $6,823 (+4.7%) from 2022

Expenses

Up

$292,595

Up $19,137 (+7.0%) from 2022

Net Income

Down

-$139,109

Down $12,314 (-9.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2023

Assets$776,277
Liabilities$16,984
Net Assets$759,293
Open 2023 Filing

Operations Trend

Revenue Growth45th 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

2023

Revenue$153,486
Expenses$292,595
Net Income-$139,109
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$153,486
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 inspires health and wellbeing through a deep connection to nature and spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$750,293$705,135▼ $45,158
Cash and Non-Interest-Bearing Accounts$74,454$56,727▼ $17,727
Accounts Receivable$37,941$14,415▼ $23,526
Total Assets$862,688$776,277▼ $86,411
Liabilities
Deferred Revenue$16,405$0▼ $16,405
Accounts Payable and Accrued Expenses$16,268$15,206▼ $1,062
Other Liabilities$1,559$1,778▲ $219
Total Liabilities$34,232$16,984▼ $17,248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$738,084$666,955▼ $71,129
Net Assets With Donor Restrictions$90,372$92,338▲ $1,966
Total Net Assets Fund Balance$828,456$759,293▼ $69,163
Total Liabilities and Net Assets / Fund Balance$862,688$776,277▼ $86,411
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather SullivanExecutive DirectorFT$72,314$9,324$81,638

Board Members and Trustees

NameTitle
Maggie JonesPresident
Kimiko MartinezVice President of the Board
Anne BaxterDirector
Marcia HodgesDirector
Peter Van KuranDirector
Robb HirschDirector
Koren StewartSecretary
Monte MeyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,043
Program Service Revenue
$94,559
Investment Income
$25,032
Other Revenue
$3,852
All Other Contributions
$30,043
Change in Net Assets
$-139,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,149
Other Expenses$103,446
Total Fundraising Expense$18,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,616$34,798$5,939$85,353
Current Officers, Directors, Trustees, and Key Employees$32,419$40,523$8,105$81,047
Fees for Services Other$24,280$6,844$0$31,124
Office Expenses$3,893$13,387$650$17,930
Payroll Taxes$6,000$5,067$861$11,928
Other Employee Benefits$3,724$6,049$1,048$10,821
Information Technology$2,965$3,007$338$6,310
Travel$3,117$1,759$267$5,143
Advertising$25$4,397$0$4,422
Other Expenses$3,260$-1,172$718$2,806
Occupancy$818$1,560$171$2,549
Insurance$467$1,753$103$2,323
Conferences and Meetings$0$879$0$879
Total Functional Expenses$155,544$118,851$18,200$292,595
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State of Calif payroll taxes$250
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
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 organization. members for review and comments prior to filing. 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. Annually, the compensation of the Executive Director for the coming year is set in December. The wages and salaries of all employees are established during the annual budget process and approved in December. The budget takes into account the salaries and wages of similar organizations in the local area. The President, Vice-President, Secretary and Treasurer roles are performed by volunteers.”

Form 990, Part VI, Section C, Line 19

“Balanced 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
2024-11-13

Organization Details

Principal Officer
Maggie Jones
Formed
2006
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
15
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Course related services: $24,053; Marketing: $6,152; IT and other support services: $919”

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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/Desc0Successfully ran a 200-hr Yoga Teacher Training Program which concluded in September, hosted healing camping and backpacking retreats in Yosemite National Park, helped visitors access and learn about Yosemite National Park through our Custom Guided Day Hikes, Tours, and Yoga Classes, fostered relationship with AutoCamp Yosemite and offered yoga for guests 2x week, and supported the local community with various Outreach programs and an ongoing Community Yoga and Wellness Program which spans in-person and online platforms.
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IRS990/MissionDesc0Balanced Rock Foundation inspires health and wellbeing through a deep connection to nature and spirit. We provide 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/NetAssetsOrFundBalancesBOYAmt0828456
IRS990/NetAssetsOrFundBalancesEOYAmt0759293
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt069946
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0738084
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0666955
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01442
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0171
IRS990/OccupancyGrp/ManagementAndGeneralAmt01560
IRS990/OccupancyGrp/ProgramServicesAmt0818
IRS990/OccupancyGrp/TotalAmt02549
IRS990/OfficeExpensesGrp/FundraisingAmt0650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013387
IRS990/OfficeExpensesGrp/ProgramServicesAmt03893
IRS990/OfficeExpensesGrp/TotalAmt017930
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01048
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06049
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03724
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010821
IRS990/OtherExpensesGrp/Desc0Course related supplies, permits, venue fees
IRS990/OtherExpensesGrp/Desc1Cost allocations
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt1718
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-1172
IRS990/OtherExpensesGrp/ProgramServicesAmt029960
IRS990/OtherExpensesGrp/ProgramServicesAmt13260
IRS990/OtherExpensesGrp/TotalAmt029960
IRS990/OtherExpensesGrp/TotalAmt12806
IRS990/OtherLiabilitiesGrp/BOYAmt01559
IRS990/OtherLiabilitiesGrp/EOYAmt01778
IRS990/OtherRevenueMiscGrp/BusinessCd0813990
IRS990/OtherRevenueMiscGrp/Desc0Refunds
IRS990/OtherRevenueMiscGrp/ExclusionAmt03852
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03852
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt03852
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05939
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034798
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044616
IRS990/OtherSalariesAndWagesGrp/TotalAmt085353
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt0861
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05067
IRS990/PayrollTaxesGrp/ProgramServicesAmt06000
IRS990/PayrollTaxesGrp/TotalAmt011928
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Maggie Jones
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813990
IRS990/ProgramServiceRevenueGrp/Desc0Course Tuition
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt094559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt094559
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023058
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt091005
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt088842
IRS990/PYRevenuesLessExpensesAmt0-126795
IRS990/PYSalariesCompEmpBnftPaidAmt0182453
IRS990/PYTotalExpensesAmt0273458
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0146663
IRS990/ReconcilationRevenueExpnssAmt0-139109
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt094559
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0750293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0705135
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt016240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0105577
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0105455
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt099241
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0326513
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A refund on a tax related penalty that was waived.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0220234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0191397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0180091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0656528
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$776,277
Liabilities
$16,984
Net assets
$759,293
Revenue
$153,486
Expenses
$292,595
Net income
-$139,109
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