Civic Intelligence

Balsam Mountain Tr

EIN 56-2217688 • 501(c)3 • Sylva, NC

Pub. 78 EligibleNTEE C30

Profile

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.

81 Preserve RdSylva, NC 28779

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,187,138

Down $7,350 (-0.6%) from 2023

Liabilities

Up

$815

Up $815 from 2023

Net Assets

Down

$1,186,323

Down $8,165 (-0.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin75th percentile

Revenue

Down

$405,499

Down $44,450 (-9.9%) from 2023

Expenses

Up

$384,348

Up $34,085 (+9.7%) from 2023

Net Income

Down

$21,151

Down $78,535 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,187,138
Liabilities$815
Net Assets$1,186,323
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$405,499
Expenses$384,348
Net Income$21,151
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,187,138
Liabilities
$815
Net assets
$1,186,323
Revenue
$405,499
Expenses
$384,348
Net income
$21,151
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$405,499
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.

The mission of the Balsam Mountain Trust is the stewardship of the natural and cultural resources on Balsam Mountain Preserve and the Blue Ridge Mountain region, achieved

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$753,125$734,899▼ $18,226
Land, Buildings, and Equipment, Net$424,395$428,282▲ $3,887
Cash and Non-Interest-Bearing Accounts$16,968$23,957▲ $6,989
Total Assets$1,194,488$1,187,138▼ $7,350
Liabilities
Accounts Payable and Accrued Expenses-$815-
Total Liabilities$0$815▲ $815
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,194,488$1,186,323▼ $8,165
Total Net Assets Fund Balance$1,194,488$1,186,323▼ $8,165
Total Liabilities and Net Assets / Fund Balance$1,194,488$1,187,138▼ $7,350

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$392,563$88,033-
Equipment$2,138$57,590-
Leasehold Improvements$33,581$5,446-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Michael WallExecutive DirectorFT$94,635$94,635

Board Members and Trustees

NameTitle
Joel BradleyChair/Acting Treasurer
Mary EdmonsonVice Chair
John MorseTrustee
Robert MooreTrustee
Sally HalveyTrustee
Will GandyTrustee
Sabrina WatkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$375,061
Program Service Revenue
$3,422
Investment Income
$27,016
Other Revenue
$0
All Other Contributions
$285,134
Change in Net Assets
$21,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$242,339
Other Expenses$142,009
Total Fundraising Expense$33,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,900$14,270$3,567$126,737
Current Officers, Directors, Trustees, and Key Employees$52,049$33,122$9,464$94,635
All Other Expenses$54,557$4,451$15,704$74,712
Occupancy$19,450$2,855$0$22,305
Payroll Taxes$13,933$4,103$1,128$19,164
Depreciation Depletion$13,309$93$0$13,402
Insurance$0$8,695$0$8,695
Information Technology$1,865$3,747$0$5,612
Other Expenses$2,547$2,989$0$5,536
Conferences and Meetings$2,070$1,790$0$3,860
Other Employee Benefits$0$1,803$0$1,803
Fees for Services Other$0$932$0$932
Fees for Services Accounting$0$500$0$500
Total Functional Expenses$269,219$82,050$33,079$384,348
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Trust Party$89,927$89,927-$89,927
Total Events$89,927$89,927-$89,927
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
Filing and Contact Details

Filer

Filer Name
Balsam Mountain Trust
EIN
56-2217688
Phone
8286311060
Address
81 Preserve Rd, Sylva, NC 28779

Signing Officer

Name
Michael Wall
Title
Executive Director
Phone
8286311060
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Wall
Formed
2000
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
25

Preparer

Firm
Brooks CPA PLLC
Address
PO Box 1483, Whittier, NC 28789
Preparer
Frances M Brooks CPA
Phone
8284975390
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Prior to filing the 2022 Form 990 with the IRS, the Trusts Executive Director, key accounting personnel and officers of the Board of Trustees each reviewed a copy of the return. Each submitted questions or comments to management as deemed necessary.”

Pt VI, Line 12C

“The Trust has a Conflict of Interest Policy that is reviewed annually and is scrupulously adhered to by all officers, employees and trustees in carrying out the mission of the Trust.”

Pt VI, Line 15A

“The Board of Trustees approves all employee compensation during the annual budget process. The compensation of each employee is based upon market data and other information available to the Trustees.”

Pt VI, Line 19

“Governing documents, policies and financial statements are available to the public upon request.”

Pt VI, Line 15B

“The Board of Trustees approves all employee compensation during the annual budget process. The compensation of each employee is based upon market data and other information available to the Trustees.”

Form 990, Part IX, Line 24E

“Other Program Expenses 68941. 53498. 140. 15303.”

Form 990, Part IX, Line 24E

“Licenses, Fees & Banking 3953. 190. 3756. 7.”

Form 990, Part IX, Line 24E

“Printing/Publications 559. 165. 0. 394.”

Form 990, Part IX, Line 24E

“Volunteers 1259. 704. 555. 0.”

Raw XML AppendixShowing 400 of 447 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/Desc0The Trust continues its efforts to monitor and improve the ecosystem health of the Balsam Mountain Preserve. One of our highest priorities is to maintain the integrity of the health of the Balsam Mountain conservation easement lands and make stewardship recommendations. Highlights of 2024 include the cataloging of 57 bird species in the second year of a three-year survey, continued removal of multiflora rose from on the Preserves natural heritage sites, treatment of 43 hemlock trees on the Preserve to fight the invasive wooly adelgid, and relocation of ginseng from poaching prone areas on the Preserve.
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01803
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01803
IRS990/OtherExpensesGrp/Desc0Fundraising expenses
IRS990/OtherExpensesGrp/Desc1Misc expenses
IRS990/OtherExpensesGrp/Desc2Automobile expenses
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenance
IRS990/OtherExpensesGrp/FundraisingAmt03216
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11886
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2814
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32989
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt2539
IRS990/OtherExpensesGrp/ProgramServicesAmt32547
IRS990/OtherExpensesGrp/TotalAmt03216
IRS990/OtherExpensesGrp/TotalAmt11886
IRS990/OtherExpensesGrp/TotalAmt21353
IRS990/OtherExpensesGrp/TotalAmt35536
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03567
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014270
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108900
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126737
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01128
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04103
IRS990/PayrollTaxesGrp/ProgramServicesAmt013933
IRS990/PayrollTaxesGrp/TotalAmt019164
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Michael Wall
IRS990/PriorPeriodAdjustmentsAmt0-29316
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0Adopt a School
IRS990/ProgramServiceRevenueGrp/Desc1Other Programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1422
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0The Trust continues to develop and present environmental education programs to thousands of students and lifelong learners. Since its founding, the trust has reached over 100,000 program participants. The Trusts partnership with AmeriCorps and the Conservation Trust of North Carolina continued program presentations to schools to 10 Title 1 schools in Jackson and Haywood Counties, as well as delivered 12 library programs in the region.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt094179
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0The Trusts Nature Center continues to be well received by the public, while housing our collection of ambassador animal used in outreach programming. In 2024, we hosted several school groups, invasive species identification workshops, and supported undergraduate researchers and classes for Western Caroling University and UNC-Asheville. At the end of the year renovations of our primary bird enclosure began and we started development on a new landscaping site plan.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt097491
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0412148
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024574
IRS990/PYOtherExpensesAmt0149829
IRS990/PYProgramServiceRevenueAmt013227
IRS990/PYRevenuesLessExpensesAmt099686
IRS990/PYSalariesCompEmpBnftPaidAmt0200434
IRS990/PYTotalExpensesAmt0350263
IRS990/PYTotalRevenueAmt0449949
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0753125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0734899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0378483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0204598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0373515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0327893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01514004
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057988
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89120
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.66840
IRS990ScheduleA/PublicSupportTotal170Amt01400904
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0113100
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0378483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0204598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0373515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0327893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229515
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01514004
IRS990ScheduleA/TotalSupportAmt01571992
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0392563
IRS990ScheduleD/BuildingsGrp/DepreciationAmt088033
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0480596
IRS990ScheduleD/EquipmentGrp/BookValueAmt02138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057590
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt059728
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt033581
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05446
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt039027
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0428282
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Trust Party
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt089927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089927
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt089927
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prior to filing the 2022 Form 990 with the IRS, the Trusts Executive Director, key accounting personnel and officers of the Board of Trustees each reviewed a copy of the return. Each submitted questions or comments to management as deemed necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trust has a Conflict of Interest Policy that is reviewed annually and is scrupulously adhered to by all officers, employees and trustees in carrying out the mission of the Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees approves all employee compensation during the annual budget process. The compensation of each employee is based upon market data and other information available to the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, policies and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Trustees approves all employee compensation during the annual budget process. The compensation of each employee is based upon market data and other information available to the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Program Expenses 68941. 53498. 140. 15303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses, Fees & Banking 3953. 190. 3756. 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Printing/Publications 559. 165. 0. 394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Volunteers 1259. 704. 555. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01194488
IRS990/TotalAssetsEOYAmt01187138
IRS990/TotalAssetsGrp/BOYAmt01194488
IRS990/TotalAssetsGrp/EOYAmt01187138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0375061
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt033079
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269219
IRS990/TotalFunctionalExpensesGrp/TotalAmt0384348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0815
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0815
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01194488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01186323
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0269219
IRS990/TotalProgramServiceRevenueAmt03422
IRS990/TotalReportableCompFromOrgAmt094635
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030438

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