Balanced 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.

501(c)(3) charity; gifts are tax-deductible.
61¢ of each $1 spent went to programs.
Run by 12 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $11K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$90K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
25 mo
of spending, in cash
Looks good: 25.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $108K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$18K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$479K
+29% vs prior year
Spent
$438K
To programs
61%
Net assets
$903K
By yearFY2020–FY2025
Revenue
$479K
FY2025▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2020$232K
FY2021$303K
FY2022$147K
FY2023$153K
FY2024$370K
FY2025$479K
Expenses
$438K
FY2025▲ +29%
Tap a bar for its year
Expenses by fiscal year
FY2020$171K
FY2021$234K
FY2022$273K
FY2023$293K
FY2024$341K
FY2025$438K
Net assets
$903K
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$966K
FY2021$1.1M
FY2022$828K
FY2023$759K
FY2024$844K
FY2025$903K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $265K Management & general 37% · $162K Fundraising 2% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $90K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$89,929Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President of the Board
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Heather Sullivan’s $90K as Executive Director is at the 78th percentile of top reported officer pay among 1612 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Heather Sullivan$89,929$83,086$72,314$64,120$58,437

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Balanced Rock Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires meaningful, healthy lives through nature, community, and self-connection.

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Provided by the organization

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1 program · $265K · in their own filed words · FY2025
01

Balanced Rock Foundation (BRF) offered a variety of programs, classes, and workshops that served the local communities and visitors to Yosemite National Park. These programs range from shorter guided adventures to informational workshops to multi-day retreats that focused on yoga, wellness, creativity, skills building, and personal…

$265Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Parks CaliforniaFY2025$108K
Total grants receivedfrom 1 funder$108K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$479K
Ln 12
Gifts and grantsLn 1h$324K
Fees for servicesLn 2g$106K
Investment incomeLn 3$49K
Money outPt IX
$438K
Ln 25
Programscol B$265K
Managementcol C$162K
Fundraisingcol D$11K
Owns and owesPt X
$903K
net assets · Ln 32
Cash and savingsLn 1–2$911K
Total assetsLn 16$921K
LiabilitiesLn 26$18K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$324K
Government grantsLn 1e$108K
Noncash giftsLn 1g$2K
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$106K
Investment incomeLn 3$49K
Total revenueLn 12$479K
Assets in detailPt X, end of year
CashLn 1$248K
SavingsLn 2$663K
Cash and savings togetherLn 1–2$911K
InvestmentsLn 11–13$0
Other assetsLn 15$5K
Total assetsLn 16$921K
LiabilitiesLn 26$18K
Net assetsLn 32$903K
OperationsPt I, VI
EmployeesI 58
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$860K$911K
InvestmentsLn 11–13$0$0
Total assetsLn 16$864K$921K
LiabilitiesLn 26$20K$18K
Net assetsLn 32$844K$903K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$106K$43K$57K$5K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$143K$83K$56K$3K
Pension plan contributionsLn 8$6K$3K$3K$202
Other employee benefitsLn 9$21K$11K$9K$494
Payroll taxesLn 10$17K$11K$6K$552
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$36K$32K$4K$0
Advertising and promotionLn 12$5K$500$4K$0
Office expensesLn 13$14K$5K$8K$1K
Information technologyLn 14$15K$6K$8K$309
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$900$439$432$29
TravelLn 17$8K$6K$2K$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$1K$0$1K$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$2K$915$2K$0
Other expenses (24a–d)Ln 24$62K$62K$0$0
All other expensesLn 24e$2K$2K$0$0
Total functional expensesLn 25$438K$265K$162K$11K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $479K$438K$41K$903K 990 PDF
FY2024 $370K$341K$29K$844K 990 PDF
FY2023 $153K$293K−$139K$759K 990 PDF
FY2022 $147K$273K−$127K$828K 990 PDF
FY2021 $303K$234K$69K$1.1M 990 PDF
FY2020 $232K$171K$61K$966K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $478,779 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $253,262$323,552
I-9 Program service revenuePrior year $81,033$106,431
I-10 Investment incomePrior year $35,831$48,796
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $370,126$478,779
I-13 Grants and similar amounts paidPrior year $1,500$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $236,026$292,775
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $103,146$145,294
I-18 Total expensesPrior year $340,672$438,069
I-19 Revenue less expensesPrior year $29,454$40,710
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $478,779 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$108,000
VIII-1f All other contributions, gifts and grants$215,552
VIII-1g Noncash contributions (included above)$2,098
VIII-1h Total contributions, gifts and grants$323,552
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $106,431 · Unrelated business $0 · Excluded from tax $0$106,431
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $48,796$48,796
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $106,431 · Unrelated business $0 · Excluded from tax $48,796$478,779
Part IX · Statement of functional expenses $438,069 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $43,293 · Management $57,442 · Fundraising $4,787$105,522
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $82,973 · Management $56,420 · Fundraising $3,169$142,562
IX-8 Pension plan contributionsPrograms $3,078 · Management $3,029 · Fundraising $202$6,309
IX-9 Other employee benefitsPrograms $11,370 · Management $9,265 · Fundraising $494$21,129
IX-10 Payroll taxesPrograms $11,140 · Management $5,561 · Fundraising $552$17,253
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $31,540 · Management $4,263 · Fundraising $0$35,803
IX-12 Advertising and promotionPrograms $500 · Management $4,209 · Fundraising $0$4,709
IX-13 Office expensesPrograms $5,051 · Management $8,021 · Fundraising $1,365$14,437
IX-14 Information technologyPrograms $6,077 · Management $8,283 · Fundraising $309$14,669
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $439 · Management $432 · Fundraising $29$900
IX-17 TravelPrograms $5,857 · Management $1,986 · Fundraising $0$7,843
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $1,337 · Fundraising $0$1,337
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $915 · Management $1,505 · Fundraising $0$2,420
IX-24 Other expenses (24a–d)Programs $61,544 · Management $0 · Fundraising $0$61,544
IX-24e All other expensesPrograms $1,632 · Management $0 · Fundraising $0$1,632
IX-25 Total functional expensesPrograms $265,409 · Management $161,753 · Fundraising $10,907$438,069
Part X · Balance sheet $921,070 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $204,493$247,825
X-2 Savings and temporary cash investmentsStart of year $656,007$663,239
X-4 Accounts receivableStart of year $3,397$4,995
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-15 Other assetsStart of year $0$5,011
X-16 Total assetsStart of year $863,897$921,070
X-17 Accounts payable and accrued expensesStart of year $20,104$18,124
X-19 Deferred revenueStart of year $0$0
X-26 Total liabilitiesStart of year $20,104$18,124
X-27 Net assets without donor restrictionsStart of year $719,751$721,492
X-28 Net assets with donor restrictionsStart of year $124,042$181,454
X-32 Total net assets or fund balancesStart of year $843,793$902,946
X-33 Total liabilities and net assetsStart of year $863,897$921,070
Part XI · Reconciliation of net assets $902,946 net assets at year end
XI-1 Total revenue$478,779
XI-2 Total expenses$438,069
XI-3 Revenue less expenses$40,710
XI-4 Net assets at start of year$843,793
XI-5 Net unrealized gains (losses) on investments$18,443
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$902,946

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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