Nonprofit · EIN 26-0778922
BALANCED ROCK FOUNDATION
Tax-exempt · EL PORTAL, CA 95318
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $478,779 | $438,069 | $40,710 | $921,070 | $18,124 | $902,946 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $323,552
- of which government grants
- $108,000
- Program service revenue
- $106,431
- Investment income
- $48,796
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $105,522
- Other salaries and wages
- $142,562
- Salaries, compensation and benefits (total)
- $292,775
- Professional fundraising fees
- $0
- Occupancy
- $900
- Travel
- $7,843
- Program services (functional)
- $265,409
- Management and general (functional)
- $161,753
- Fundraising (functional)
- $10,907
Balance sheet and other
- Total assets, start of year
- $863,897
- Total assets, end of year
- $921,070
- Total liabilities, end of year
- $18,124
- Net assets, end of year
- $902,946
- Net assets without donor restrictions
- $721,492
- Net assets with donor restrictions
- $181,454
- Gross receipts
- $478,779
- Employees
- 8
- Volunteers
- 12
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Heather Sullivan | Executive Director Key employee, Highest-paid employee | 40 | $89,929 | $12,954 |
| Maggie Jones | President Trustee or director, Officer | 3 | $0 | $0 |
| Kimiko Martinez | Vice President of the Board Trustee or director, Officer | 3 | $0 | $0 |
| Britta Dyer | Secretary Trustee or director | 1 | $0 | $0 |
| Monte Meyers | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Anne Baxter | Director Trustee or director | 1 | $0 | $0 |
| Robb Hirsch | Director Trustee or director | 1 | $0 | $0 |
| Marcia Hodges | Director Trustee or director | 1 | $0 | $0 |
| Peter Van Kuran | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 102, EL PORTAL, CA 95318-0102
- In care of
- % ELIZA KERR
- Principal officer (990 for 2025)
- Monte Meyers, PO Box 102, El Portal, CA 95318
- Signed the 990
- Monte Meyers, Treasurer
- Phone
- (209) 379-9453
Mission
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.
Program accomplishments
- 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 transformation in the natural world.Expenses $265,409 · revenue $113,207
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0778922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B600)
- Assets (IRS master file)
- $921,070
- Income (IRS master file)
- $478,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $153,486 | $292,595 | $776,277 | IRS |
| 990 | December 2022 | $146,663 | $273,458 | $862,688 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BALANCED ROCK FOUNDATION
- What is the EIN of BALANCED ROCK FOUNDATION?
- The employer identification number (EIN) of BALANCED ROCK FOUNDATION is 26-0778922.
- Is BALANCED ROCK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BALANCED ROCK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALANCED ROCK FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALANCED ROCK FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALANCED ROCK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BALANCED ROCK FOUNDATION?
- The 990 for the year ended December 31, 2025 names Monte Meyers.
- Who are the officers and directors of BALANCED ROCK FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $89,929 (Heather Sullivan, Executive Director).
- How much revenue does BALANCED ROCK FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $478,779, expenses of $438,069 and total assets of $921,070 at year end.
Other nonprofits in EL PORTAL
- EL PORTAL SCHOOL PARENT TEACHER GROUP EIN 82-3921719 · last filed 990-EZ for 2024
- YOSEMITE COMMUNITY SCHOLARSHIP EIN 81-3577335 · last filed 990-N for 2024
- YOSEMITE EMPLOYEE ASSN EIN 77-0312918 · last filed 990-EZ for 2025