Civic Intelligence

Balsam Mountain Trust

990 • Fiscal year 2017 • EIN 56-2217688

Jan 01, 2017 to Dec 31, 2017

Organization Profilewww.bmtrust.org
Sylva, NC
Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • NTEE C • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

2017 filings • NTEE C • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

28th percentile

-6.1%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$809,686

Up $52,321 (+6.9%) from 2016

Net Assets

Up

$807,474

Up $61,165 (+8.2%) from 2016

Liabilities

Down

$2,212

Down $8,844 (-80%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin72nd percentile

Revenue

Down

$270,178

Down $17,695 (-6.1%) from 2016

Expenses

Down

$209,012

Down $38,701 (-16%) from 2016

Net Income

Up

$61,166

Up $21,006 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $731,675Liabilities 2011: -$2,500Net Assets 2011: $734,1752011Assets 2012: $777,054Liabilities 2012: $1,267Net Assets 2012: $775,7872012Assets 2013: $851,491Liabilities 2013: $0Net Assets 2013: $851,4912013Assets 2014: $977,537Liabilities 2014: $13,570Net Assets 2014: $963,9672014Assets 2015: $715,518Liabilities 2015: $9,370Net Assets 2015: $706,1482015Assets 2016: $757,365Liabilities 2016: $11,056Net Assets 2016: $746,3092016Assets 2017: $809,686Liabilities 2017: $2,212Net Assets 2017: $807,4742017Assets 2018: $826,588Liabilities 2018: $206Net Assets 2018: $826,3822018Assets 2019: $895,347Liabilities 2019: $2,236Net Assets 2019: $893,1112019Assets 2020: $919,989Liabilities 2020: -$3,980Net Assets 2020: $923,9692020Assets 2021: $1,045,500Liabilities 2021: -$4,825Net Assets 2021: $1,050,3252021Assets 2022: $1,094,665Liabilities 2022: -$5,884Net Assets 2022: $1,100,5492022Assets 2023: $1,194,488Liabilities 2023: $0Net Assets 2023: $1,194,4882023Assets 2024: $1,187,138Liabilities 2024: $815Net Assets 2024: $1,186,3232024

Highlighted filing

2017

Assets$809,686
Liabilities$2,212
Net Assets$807,474
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $269,587Expenses 2011: $244,933Net Income 2011: $24,6542011Revenue 2012: $239,491Expenses 2012: $197,863Net Income 2012: $41,6282012Revenue 2013: $292,673Expenses 2013: $216,971Net Income 2013: $75,7022013Revenue 2014: $370,831Expenses 2014: $258,355Net Income 2014: $112,4762014Revenue 2015: $245,328Expenses 2015: $503,150Net Income 2015: -$257,8222015Revenue 2016: $287,873Expenses 2016: $247,713Net Income 2016: $40,1602016Revenue 2017: $270,178Expenses 2017: $209,012Net Income 2017: $61,1662017Revenue 2018: $262,419Expenses 2018: $243,099Net Income 2018: $19,3202018Revenue 2019: $293,670Expenses 2019: $227,347Net Income 2019: $66,3232019Revenue 2020: $253,426Expenses 2020: $222,568Net Income 2020: $30,8582020Revenue 2021: $367,506Expenses 2021: $241,149Net Income 2021: $126,3572021Revenue 2022: $394,392Expenses 2022: $344,168Net Income 2022: $50,2242022Revenue 2023: $449,949Expenses 2023: $350,263Net Income 2023: $99,6862023Revenue 2024: $405,499Expenses 2024: $384,348Net Income 2024: $21,1512024

Highlighted filing

2017

Revenue$270,178
Expenses$209,012
Net Income$61,166
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

The mission of the Balsam Mountain Trust is the stewardship of the natural and cultural resources on Balsam Mountain Preserve and the southern Blue Ridge Mountain region, achieved through effective land management practices, scientific research and environmental education. The Balsam Mountain Trust inspires people to be responsible stewards of the natural and cultural resources of the Southern Blue Ridge Mountains through education and conservation leadership.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$809,686
Liabilities
$2,212
Net assets
$807,474
Revenue
$270,178
Expenses
$209,012
Net income
$61,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.41$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.45$0.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.10$0.39$0.34$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.37$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.25$0.22$0.03
2019Summary only. Only limited summary data is available for this year.$0.90$0.00$0.89$0.29$0.23$0.07
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.26$0.24$0.02
2017Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.27$0.21$0.06
2016Summary only. Only limited summary data is available for this year.$0.76$0.01$0.75$0.29$0.25$0.04
2015Summary only. Only limited summary data is available for this year.$0.72$0.01$0.71$0.25$0.50$0.26
2014Summary only. Only limited summary data is available for this year.$0.98$0.01$0.96$0.37$0.26$0.11
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.29$0.22$0.08
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.24$0.20$0.04
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.27$0.24$0.02