2022-09-12T08:36:12-07:00 2021-12-31 Balsam Consulting 224 High Line Rd Sylva NC 28779 990 2021-01-01 562217688 BALSAM MOUNTAIN TRUST BALS 8286311060 81 Preserve Road Sylva NC 28779 Michael Skinner Executive Director 8286311060 2022-09-16 1 William Mamrack P01069923 7707135150 2022-09-16 1 11 1 AAL2 2021 2023-04-26 12:10:37Z Michael Skinner 81 Preserve Road Sylva NC 28779 367506 0 X www.bmtrust.org X 2000 NC 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 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. 7 7 4 15 0 0 212172 269650 13174 12242 1642 379 26438 85235 253426 367506 750 0 0 0 132753 150932 0 0 25188 89065 90217 222568 241149 30858 126357 919989 1045500 -3980 -4825 923969 1050325 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. 0 0 5349 0 0 The Trust has, for the duration of its existence, been vigilant in monitoring the ongoing health of the conservation easement land as well as providing conservation education to Preserve owners and the general public. What has remained as one of its priorities is to observe the integrity of the health of the natural resources on the Preserve's easement lands and to make stewardship recommendations as well as to implement certain of those recommendations. In 2020 the Trust began two new research projects: 1) a study of caterpillar food plants affected by forest tree age stand and densities of plants utilized by butterfly and moth caterpillars as food sources and 2) a study of dark fireflies (firefly species which do not produce a light). Both research projects had a 2020 start date with a completion date scheduled for the end of the field season in 2021. 93328 0 0 The Trust continued to, as part of its mission, and to meet the public benefits of its nonprofit status, develop and present environmental education programs to thousands of student learners. Since its founding, the Trust has reached over 100,000 program participants, 3,000 of those in 2020, a reduction from 2019 due to the Covid-19 pandemic. The Trust's partnership with AmeriCorps and the Conservation Trust of North Carolina continued its successful program presentations to schools who have a majority of students that fall under the poverty line. With the Covid-19 pandemic rendering in-classroom visits problematic, the Trust was able to create and present environmental education programming to the same underserved students in Jackson and Haywood counties in virtual (Zoom) video presentations that were very well received by students and educators alike. 48038 0 0 After undergoing a comprehensive remodel, the Nature Center reopened with new exhibits and graphic designs that have been very well received by the public. And even though the Covid-19 pandemic precluded the building reopening on the inside, the outdoor, living ambassador exhibits saw many visitors still interested in learning about the wonders of the natural world through socially-distanced programming on site. 0 0 0 146715 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X Jan Kohl 9803551849 81 Preserve Road Sylva NC 28779 Michael Skinner Executive Director 40 X X X 73288 0 0 Sheri Straw Chair 0 0 X X 0 0 0 Mary Staton Secretary 0 0 X X 0 0 0 Stephen Barnett Trustee 0 0 X 0 0 0 Sally Halevy Trustee 0 X 0 0 0 John Morse Trustee 0 0 X 0 0 0 Kathy Nervie Trustee 0 0 X 0 0 0 Jan Kohl Treasurer 0 0 X 0 0 0 73288 0 0 0 0 0 0 0 0 0 0 0 269650 0 269650 Adopt a School 621110 7333 7333 0 0 Camps and other programs 611710 4909 4909 0 0 0 0 0 0 12242 379 379 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85235 0 0 85235 0 85235 0 367506 12621 0 85235 0 0 0 0 0 0 0 0 73288 41041 26384 5863 63282 54749 4338 4195 0 0 0 0 3528 0 3528 0 0 0 0 0 10834 7599 2437 798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2555 0 2555 0 0 0 0 0 0 0 0 0 1269 851 150 268 1115 124 991 0 0 0 0 0 14074 13030 1044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16148 0 16148 0 11327 0 11327 0 Fund Raising cost 14051 0 0 14051 Animal program costs 28029 28016 0 13 Other program costs 1649 1305 344 0 241149 146715 69246 25188 11787 14393 440791 579844 0 0 0 0 0 0 0 0 0 0 0 0 0 0 562062 110799 467411 451263 919989 1045500 -3980 -4825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -3980 -4825 X 923969 1050325 0 0 923969 1050325 919989 1045500 X 126357 0 0 0 0 -1 X 0 0 0 X 230121 216982 249161 229515 327893 1253672 0 0 0 0 0 0 0 0 230121 216982 249161 229515 327893 1253672 436818 816854 171 334 6257 6762 0 0 0 0 7999 0 0 7999 1268433 0.64399 0.68796 X Schedule A, Part II, Line 10 Correction of prior period banking error. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 480596 0 49925 430671 21738 0 3343 18395 59728 0 57531 2197 0 0 0 0 451263 Annual Trust Party and Auction 85235 0 85235 0 0 0 0 0 0 0 0 85235 0 85235 0 0 0 0 0 0 0 85235 Form 990, Part VI, Section B, Line 11b Prior to filing the 2021 Form 990 with the IRS, the Trust's 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. Form 990, Part VI, Section B, Line 12c The Trust has a Conflict of Interest Policy that is scrupulously adhered to by all officers, employees and trustees in carrying out the mission of the Trust. Form 990, Part VI, Section B, Line 15 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 VI, Section C, Line 19 Governing documents, policies and financial statements are available to the public upon request. Form 990, Part XI, Line 9 Rounding adjustment = $1