2026-09-09T11:21:33-06:00 2025-12-31 990554034 South Village Services 3839 Sanibel Cove Oviedo FL 32765 990 2025-01-01 861253093 The Balam Foundation Inc % Phaedra Barratt BALA 3058561802 2520 Coral Way STE 2-258 Miami FL 33145 PHAEDRA BARRATT PRESIDENT President 6014272881 2026-08-28 true CHRISTINE JAMROK P03092064 3212622573 2026-09-09 X 2025 Phaedra Barratt President Calzada de la Presa 14-2 San Miguel de Allende Guanajuato MX 37700 643429 false X https://www.balamfoundation.org/ X 2021 FL Aims to improve the well-being of animals, especially cats. Provides trap/neuter/release programs, sterilization clinics, veterinary care, boarding care, and adoption services, including transportation to new homes. 3 2 1 6 0 0 776079 643423 0 6 0 776079 643429 1335 1591 0 55952 55952 0 28991 420897 476922 478184 534465 297895 108964 406526 513724 10324 6570 396202 507154 X Aims to improve the well-being of animals, especially cats. Provides trap/neuter/release programs, sterilization clinics, veterinary care, boarding care, and adoption services, including transportation to new homes. false false 216805 1591 Animal care and fostering: Animals are rescued, rehabilitated, and cared for until suitable families can be found, or animals can be sterlized and released. 109401 Sterilizations. 4073 Animals total (1175 dogs, 2898 cats) through community events and dedicated trap/neuter/release programs. Cats which are released provide free rodent control for the community. In addition to feral cats, The Balam Foundation assists impoverished families with sterilizations of their dogs and cats. 89809 Adoptions: During 2025, 146 dogs and cats were fostered until suitable adoptive owners could be found in the USA and Canada. 63086 Veterinary care: Care is provided to impoverished families needing help for their animals and also for feral animals which are trapped. 63086 479101 true true false false false false false false false false true false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 1 true false false false false false false false false false false false false false false X 3 2 false false false false false false false true true false false true true true true true true false false false FL X Phaedra Barratt 6014272881 Calzada de la Presa 14-2 San Miguel de Allende Guanajuato MX 37700 Phaedra Barratt President 70.00 0.00 X X 51976 0 0 Jessica Frick Secretary 0.20 0.00 X X 0 0 0 Leigh Hayes Vice President 0.20 0.00 X X 0 0 0 51976 0 0 0 false false false 643423 643423 6 6 0 643429 0 0 6 X 1000 1000 591 591 51976 25988 12994 12994 3976 1988 994 994 2764 2764 4594 4594 88406 88406 2965 2965 169 169 637 637 8605 8605 5468 5468 VehicleFuel Repairs 11476 11476 Bank Fees 23815 8944 14871 Dues and Subscriptions 1802 1802 Sterilization Event Expenses 1524 1524 324697 322146 2419 132 534465 479101 26373 28991 171749 77766 92762 357296 14100 234777 343196 406526 513724 8336 4582 1988 1988 10324 6570 X 171750 170528 234776 343196 -10324 -6570 396202 507154 406526 513724 X 108964 1988 0 X false false false X 64915 186256 359161 776079 643423 2029834 64915 186256 359161 776079 643423 2029834 269857 1759977 6 6 2029840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 290409 290409 66887 14100 52787 343196 Payroll Tax Liabilities 1988 1988 true North America Not the United States 1 17 Program services Animal rescue care 479101 1 17 1 17 479101 479101 false false false false false false Form 990 governing body review Part VI line 11 All board members receive and review a copy of the draft 990 before filing. Conflict of interest policy compliance Part VI line 12c If an actual or potential conflict of interest were to arise, the individual involved would be required to disclose the conflict to the governing body. The governing body would review the matter and determine any appropriate action. The individual with the conflict would be excluded from discussion and voting on the matter, and the review and resolution would be documented in the Organizations records. Other officer or key employee compensation Part VI line 15b Part VI, Line 15b: President is the only paid office and the other board members are aware of this an approve it Governing documents etc available to public Part VI line 19 The Organization makes its governing documents, conflict of interest policy, whistleblower policy, and document retention and destruction policy available to the public upon request. Requests may be directed to the Organization at its mailing address or through its website. Significant program services not listed on prior year return Part III line 2 The Foundation accepted a large grant designated for the construction and operation of a new rescue center,=, which is directly aligned with the Foundations mission and current program services. Although this program is closely related to the Foundations other services, it will be classified as its own program service. At this time, the Foundation has purchased the property for the rescue center, but the building requires substantial renovation and the acquisition of necessary supplies and equipment before it can be fully functional. As of the end of the fiscal year, the facility has not yet been placed into service, but it is anticipated that the rescue center will be operational in 2026. List of other fees for services expenses Part IX line 11g The amount reported on line 11g is $88406. This is due to the organizations reliance on independent contractors in Mexico for essential program services. These contractors are responsible for a substantial portion of the animal care, feeding, and facility cleaning at the organizations operating site. Due to the nature of the work, local labor regulations, and logistical considerations, the organization engages these individuals as contractors rather than employees. List of other expenses Part IX line 24e A detailed breakdown of all Other Expenses is provided in the overflow statement. In summary, program-related Other Expenses include a range of direct animal welfare services such as transportation, food, medication, sterilization, boarding, and veterinary care, as well as facility maintenance and related operational costs. Managerial expenses in this category primarily consist of communication services, minor equipment purchases, and property taxes related to administrative functions. Part III response or note to any other line in Part III Veterinary care: Care is provided to impoverished families needing help for their animals and also for feral animals which are trapped. Part IX response or note to any line in Part IX Explanation of Bank Fees: The organization operates largely in Mexico, and there are bank fees associated both with using foreign ATMs, and with Chase bank for using ATMs outside of their networks. Additionally, The Balam Foundation accepts individual donations through Paypal, which charges a processing fee per donation, which is included in these bank fee amounts. There are also foreign exchange fees when the US bank is used to make purchases within Mexico. Part XI response or note to any line in Part XI During 2025, the Organization identified that payroll tax liability balances carried forward from the prior year included amounts resulting from a prior bookkeeping correction. A prior-period adjustment of $1,988 was recorded to correct these carried-forward balances. The adjustment increased beginning net assets by $1,988 and had no impact on 2025 revenue or expenses. The adjustment increased beginning net assets by $1988 and had no impact on 2025 revenue or expenses.