Civic Intelligence

Balanced Rock Foundation

990 • Fiscal year 2024 • EIN 26-0778922

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 19, 2025

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

54th percentile

0.02x

Higher debt load relative to assets than 54% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.05x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

56th percentile

8.0%

Higher net margin than 56% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$90,031

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

141%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$863,897

Up $87,620 (+11%) from 2023

Net Assets

Up

$843,793

Up $84,500 (+11%) from 2023

Liabilities

Up

$20,104

Up $3,120 (+18%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin56th percentile

Revenue

Up

$370,126

Up $216,640 (+141%) from 2023

Expenses

Up

$340,672

Up $48,077 (+16%) from 2023

Net Income

Up

$29,454

Up $168,563 (+121%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$863,897
Liabilities$20,104
Net Assets$843,793
Open 2024 Filing

Operations Trend

Revenue Growth93rd 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

2024

Revenue$370,126
Expenses$340,672
Net Income$29,454
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 19, 2025
Return Version
2024v5.0
Gross Receipts
$370,126
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$705,135$656,007▼ $49,128
Cash and Non-Interest-Bearing Accounts$56,727$204,493▲ $147,766
Accounts Receivable$14,415$3,397▼ $11,018
Total Assets$776,277$863,897▲ $87,620
Liabilities
Accounts Payable and Accrued Expenses$15,206$20,104▲ $4,898
Other Liabilities$1,778--
Deferred Revenue$0$0→ $0
Total Liabilities$16,984$20,104▲ $3,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$666,955$719,751▲ $52,796
Net Assets With Donor Restrictions$92,338$124,042▲ $31,704
Total Net Assets Fund Balance$759,293$843,793▲ $84,500
Total Liabilities and Net Assets / Fund Balance$776,277$863,897▲ $87,620
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather SullivanExecutive DirectorFT$83,086$6,945$90,031

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
$253,262
Program Service Revenue
$81,033
Investment Income
$35,831
Other Revenue
$0
All Other Contributions
$253,262
Change in Net Assets
$29,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$236,026
Other Expenses$103,146
Total Fundraising Expense$32,682
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$101,253$3,483$10,575$115,311
Current Officers, Directors, Trustees, and Key Employees$49,178$26,824$13,411$89,413
Fees for Services Other$28,417$3,337$297$32,051
Payroll Taxes$9,661$3,864$1,423$14,948
Other Employee Benefits$6,183$4,081$1,695$11,959
Office Expenses$3,973$5,630$1,143$10,746
Conferences and Meetings$0$4,042$2,687$6,729
Information Technology$3,310$2,860$422$6,592
Other Expenses$5,800$0$0$5,800
Insurance$2,013$3,263$0$5,276
Pension Plan Contributions$2,318$1,418$659$4,395
Advertising$0$3,984$0$3,984
Travel$1,526$2,224$0$3,750
Occupancy$982$1,364$370$2,716
Grants to Domestic Orgs$1,500--$1,500
Total Functional Expenses$241,616$66,374$32,682$340,672
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
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
2025-10-19

Organization Details

Principal Officer
Monte Meyers
Formed
2006
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
12
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Course instructors and guides, $28,417; Marketing, $3,338; Other, $297”

Raw XML AppendixShowing 400 of 568 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/Desc0Successfully ran an 8-month in-person Yoga Teacher Training Program which concluded in September. We hosted four healing retreats in Yosemite National Park including a retreat for women of color and an art & nature retreat. We helped visitors access and learn about Yosemite National Park through our Custom Guided Day Hikes, Tours, and Yoga Classes. We fostered partnerships with local entities including the Mariposa County Unified School District to provide yoga and wellness resources to the local youth population. We further 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt01364
IRS990/OccupancyGrp/ProgramServicesAmt0982
IRS990/OccupancyGrp/TotalAmt02716
IRS990/OfficeExpensesGrp/FundraisingAmt01143
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05630
IRS990/OfficeExpensesGrp/ProgramServicesAmt03973
IRS990/OfficeExpensesGrp/TotalAmt010746
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0Program permits, gear, food
IRS990/OtherExpensesGrp/Desc1Bad debt and write-offs
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
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IRS990/OtherExpensesGrp/ProgramServicesAmt15800
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0101253
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IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PriorPeriodAdjustmentsAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0Course Tuition
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/PYTotalExpensesAmt0292595
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IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A, Part III, Line 12 - A refund on a tax related penalty that was waived.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015040
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt094559
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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$863,897
Liabilities
$20,104
Net assets
$843,793
Revenue
$370,126
Expenses
$340,672
Net income
$29,454
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $500k-$1M nonprofits