Civic Intelligence

Balsam Mountain Trust

990 • Fiscal year 2023 • EIN 56-2217688

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
81 Preserve RdSylva, NC 28779

(828) 631-1060

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2023 filings • NTEE C • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.00x

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

2023 filings • NTEE C • $1M-$5M nonprofits • Source year 2023

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

2023 filings • NTEE C • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$102,083

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2023 filings • NTEE C • $1M-$5M nonprofits • Source year 2023

Asset Growth

57th percentile

9.1%

Faster asset growth than 57% of similar nonprofits.

2023 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,194,488

Up $99,823 (+9.1%) from 2022

Net Assets

Up

$1,194,488

Up $93,939 (+8.5%) from 2022

Liabilities

Up

$0

Up $5,884 (+100%) from 2022

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin74th percentile

Revenue

Up

$449,949

Up $55,557 (+14%) from 2022

Expenses

Up

$350,263

Up $6,095 (+1.8%) from 2022

Net Income

Up

$99,686

Up $49,462 (+98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$1,194,488
Liabilities$0
Net Assets$1,194,488
Open 2023 Filing

Operations Trend

Revenue Growth60th 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

2023

Revenue$449,949
Expenses$350,263
Net Income$99,686
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$449,949
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$652,245$753,125▲ $100,880
Land, Buildings, and Equipment, Net$436,613$424,395▼ $12,218
Cash and Non-Interest-Bearing Accounts$4,307$16,968▲ $12,661
Pledges and Grants Receivable$1,500--
Total Assets$1,094,665$1,194,488▲ $99,823
Liabilities
Accounts Payable and Accrued Expenses$-5,884--
Total Liabilities$-5,884$0▲ $5,884
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,100,549$1,194,488▲ $93,939
Total Net Assets Fund Balance$1,100,549$1,194,488▲ $93,939
Total Liabilities and Net Assets / Fund Balance$1,094,665$1,194,488▲ $99,823

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$404,885$75,711-
Land$0--
Equipment$2,231$57,497-
Leasehold Improvements$17,279$4,459-
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael WallExecutive DirectorFT$102,083$102,083

Board Members and Trustees

NameTitle
Joel BradleyChair
Mary EdmonsonVice Chair
John MorseTrustee
Sally HalveyTrustee
Will GandyTrustee
Mary StatonSecretary
Jan KohlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$412,148
Program Service Revenue
$13,227
Investment Income
$24,574
Other Revenue
$0
All Other Contributions
$204,598
Change in Net Assets
$99,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,434
Other Expenses$149,829
Total Fundraising Expense$46,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,833$56,146$5,104$102,083
All Other Expenses$53,163$0$31,138$84,301
Other Salaries and Wages$54,096$24,968$4,161$83,225
Payroll Taxes$7,267$6,209$709$14,185
Depreciation Depletion$13,117$187$0$13,304
Insurance$0$12,444$0$12,444
Occupancy$6,241$5,371$0$11,612
Fees for Services Other$0$10,504$228$10,732
Information Technology$2,917$973$0$3,890
Conferences and Meetings$0$2,628$249$2,877
Fees for Services Accounting$0$2,500$0$2,500
Other Expenses$1,421$0$0$1,421
Other Employee Benefits$482$412$47$941
Total Functional Expenses$180,784$122,665$46,814$350,263
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$202,950$202,950$1,632$201,318
Total Events$202,950$202,950$31,138$171,812
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
2024-11-14
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
7
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 84301. 53163. 0. 31138.”

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IRS990/Desc0The Trust has continued its efforts to monitor and improve ecosystem health of the Balsam Mountain Preserve. One of our highest priorities is to observe the integrity of the health of the Balsam Mountain conservation easement lands and make stewardship recommendations. Highlights of 2023 include the cataloging of 55 bird species in reinstated surveys, removal of invasive plants from ~15 aces, treatment of hemlock trees on the Preserve to fight the invasive wooly adelgid, and survey of rare plants withing one of the Preserves natural heritage sites.
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IRS990/ProgramServiceRevenueGrp/Desc0Adopt a School
IRS990/ProgramServiceRevenueGrp/Desc1Other Programs
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18246
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0The Trust continued 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 who have a majority of students that fall under the poverty line in Jackson and Haywood Counties. The Trust also branched out out to provide environmental education experiences to the local Parents as Teachers group, a program to serve parents and their pre-K children in western North Carolina. We also had hosted our first post-COVID BirdFest in Sylva, NC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt079996
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 2023, we welcomed a new possum and began improvements to our outdoor animal enclosures. We also revisited and updated all of our animal caretaking policies and procedures, including new training goals for most of our birds of prey.
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IRS990/PYTotalExpensesAmt0344168
IRS990/PYTotalRevenueAmt0394392
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IRS990/ReconcilationRevenueExpnssAmt099686
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249161
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06257
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013227
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt075711
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IRS990ScheduleD/EquipmentGrp/BookValueAmt02231
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057497
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Trust Party
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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 84301. 53163. 0. 31138.
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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01194488
IRS990/TotalAssetsGrp/BOYAmt01094665
IRS990/TotalAssetsGrp/EOYAmt01194488
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0412148
IRS990/TotalEmployeeCnt07
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122665
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180784
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350263
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0-5884

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,194,488
Liabilities
$0
Net assets
$1,194,488
Revenue
$449,949
Expenses
$350,263
Net income
$99,686
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