Civic Intelligence

Balsam Moon Preserve

990 • Fiscal year 2023 • EIN 86-2030622

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 01, 2024

Organization ProfileBALSAMMOONPRESERVE.WIXSITE.COM
3148 Bungo Creek Lane SWPine River, MN 56474

(218) 587-3808

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$449,386

Up $111,297 (+33%) from 2022

Net Assets

Up

$449,386

Up $111,297 (+33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$124,153

Down $223,425 (-64%) from 2022

Expenses

Up

$12,856

Up $59 (+0.5%) from 2022

Net Income

Down

$111,297

Down $223,484 (-67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$600K$400K$200K$0Assets 2022: $338,089Liabilities 2022: $0Net Assets 2022: $338,0892022Assets 2023: $449,386Liabilities 2023: $0Net Assets 2023: $449,3862023Assets 2024: $518,694Liabilities 2024: $0Net Assets 2024: $518,6942024

Highlighted filing

2023

Assets$449,386
Liabilities$0
Net Assets$449,386
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0Revenue 2022: $347,578Expenses 2022: $12,797Net Income 2022: $334,7812022Revenue 2023: $124,153Expenses 2023: $12,856Net Income 2023: $111,2972023Revenue 2024: $64,015Expenses 2024: $8,901Net Income 2024: $55,1142024

Highlighted filing

2023

Revenue$124,153
Expenses$12,856
Net Income$111,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 1, 2024
Return Version
2023v4.0
Gross Receipts
$124,153
Mission and Program Overview

Mission

Educate the public on protecting and conserving the environment.

Educate the public on protecting and conserving the environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$240,550$240,550→ $0
Investments in Publicly Traded Securities$93,720$207,349▲ $113,629
Cash and Non-Interest-Bearing Accounts$3,819$1,487▼ $2,332
Total Assets$338,089$449,386▲ $111,297
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$338,089$449,386▲ $111,297
Total Liabilities and Net Assets / Fund Balance$338,089$449,386▲ $111,297

Asset Categories

AssetBook ValueDepreciationBasis
Land$240,550-$240,550
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Barbara AllenPresident
Loel LindstromVice President
Benjamin TsaiDirector
Melissa OlsonDirector
Jim EtzelSecretary
Barbara MannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,459
Program Service Revenue
$2,065
Investment Income
$13,629
Other Revenue
$0
All Other Contributions
$108,459
Change in Net Assets
$111,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$1,500$1,800-$3,300
Fees for Services Accounting-$1,365-$1,365
Occupancy$1,020--$1,020
All Other Expenses$446$174-$620
Advertising$532--$532
Office Expenses$345$61-$406
Other Expenses$112--$112
Total Functional Expenses$9,456$3,400$0$12,856
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Sec A, Line 8

“The board of directors meet annually and quarterly to address the needs of the organization and to ratify all actions taken.”

Part VI, Sec B, Line 11

“The 990 will be reviewed at either the first quaterly meeting or a specially called meeting to review the 990 prior to filing the return.”

PART VI, SEC B LINE 12A

“Balsam moon preserve has a written conflict of interest policy.”

PART VI, SEC B LINE 12B

“Board member are required to report annually any protenial or actual conflicts of interest related to their duties at balsom moon preserve.”

PART VI, SEC B LINE 12C

“All potential conflicts of iterests regarding the board of directors are reviewed to insure that the policies are not disregared.”

Filing and Contact Details

Filer

Filer Name
Balsam Moon Preserve
EIN
86-2030622
Phone
2185873808
Address
3148 BUNGO CREEK LANE SW, Pine River, MN 56474

Signing Officer

Name
Barbara Allen
Title
President
Phone
2185873808
Signed
2024-03-01
Discuss with paid preparer
No

Organization Details

Principal Officer
Barb Mann
Formed
2021
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
H and R Block
Address
207 W BROADWAY ST, MONTICELLO, MN 55362
Preparer
Patrick Zierden
Phone
7632955200
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS MEET ANNUALLY AND QUARTERLY TO ADDRESS THE NEEDS OF THE ORGANIZATION AND TO RATIFY ALL ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WILL BE REVIEWED AT EITHER THE FIRST QUATERLY MEETING OR A SPECIALLY CALLED MEETING TO REVIEW THE 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BALSAM MOON PRESERVE HAS A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBER ARE REQUIRED TO REPORT ANNUALLY ANY PROTENIAL OR ACTUAL CONFLICTS OF INTEREST RELATED TO THEIR DUTIES AT BALSOM MOON PRESERVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL POTENTIAL CONFLICTS OF ITERESTS REGARDING THE BOARD OF DIRECTORS ARE REVIEWED TO INSURE THAT THE POLICIES ARE NOT DISREGARED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SEC A, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SEC B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SEC B LINE 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SEC B LINE 12b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SEC B LINE 12c
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055362
ReturnHeader/PreparerPersonGrp/PhoneNum07632955200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Zierden
ReturnHeader/ReturnTs02024-03-14T01:12:00Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$449,386
Liabilities
$0
Net assets
$449,386
Revenue
$124,153
Expenses
$12,856
Net income
$111,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.64$0.09$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$1.24$0.13$1.11
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$3.48$0.13$3.35