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Balanced Rock Foundation

  • El Portal, CA
  • Tax-exempt since Feb. 2008
  • EIN: 26-0778922

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Adult, Continuing Education (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$153k (2023)

Expenses
$293k (2023)

Total Assets
$776k (2023)

Total Liabilities
$17k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,486
Expenses
$292,595
Net Income
-$139,109
Net Assets
$759,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,043
19.6%
Program Services $94,559
61.6%
Investment Income $25,032
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,852
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,047
27.7%
Professional Fundraising Fees $0
Other Salaries and Wages $85,353
29.2%
Assets/Debt
Total Assets $776,277
Total Liabilities $16,984
Net Assets $759,293
Compensation
Key Employees and Officers Compensation Related Other
Heather Sullivan (Executive Director) $72,314 $0 $9,324
Maggie Jones (President) $0 $0 $0
Kimiko Martinez (Vice President Of The Board) $0 $0 $0
Koren Stewart (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Robb Hirsch (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Peter Van Kuran (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$146,663
Expenses
$273,458
Net Income
-$126,795
Net Assets
$828,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,763
23.7%
Program Services $88,842
60.6%
Investment Income $23,058
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $74,355
27.2%
Professional Fundraising Fees $0
Other Salaries and Wages $84,283
30.8%
Assets/Debt
Total Assets $862,688
Total Liabilities $34,232
Net Assets $828,456
Compensation
Key Employees and Officers Compensation Related Other
Heather Sullivan (Executive Director) $64,120 $0 $7,983
Maggie Jones (President) $0 $0 $0
Eliza Kerr (Vice President Of The Board) $0 $0 $0
Koren Stewart (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Robb Hirsch (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Peter Van Kuran (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,771
Expenses
$233,584
Net Income
$69,187
Net Assets
$1,068,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $220,235
72.7%
Program Services $63,390
20.9%
Investment Income $19,146
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $64,888
27.8%
Professional Fundraising Fees $0
Other Salaries and Wages $74,307
31.8%
Assets/Debt
Total Assets $1,099,697
Total Liabilities $31,418
Net Assets $1,068,279
Compensation
Key Employees and Officers Compensation Related Other
Heather Sullivan (Executive Director) $58,437 $0 $1,000
Peter Van Kuran (President) $0 $0 $0
Eliza Kerr (Vice President Of The Board) $0 $0 $0
Maggie Jones (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Robb Hirsch (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,624
Expenses
$170,576
Net Income
$61,048
Net Assets
$966,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,400
82.6%
Program Services $25,184
10.9%
Investment Income $15,040
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $112,418
65.9%
Assets/Debt
Total Assets $1,002,814
Total Liabilities $36,449
Net Assets $966,365
Compensation
Key Employees and Officers Compensation Related Other
Peter Van Kuran (President) $0 $0 $0
Eliza Kerr (Vice President Of The Board) $0 $0 $0
Sarah Cupery Ottley (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Kerry Carter (Director) $0 $0 $0
Robb Hirsch (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Maggie Jones (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 29, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,551
Expenses
$189,609
Net Income
$80,942
Net Assets
$835,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,091
66.6%
Program Services $69,177
25.6%
Investment Income $21,283
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $102,856
54.2%
Assets/Debt
Total Assets $851,782
Total Liabilities $16,666
Net Assets $835,116
Compensation
Key Employees and Officers Compensation Related Other
Peter Van Kuran (President) $0 $0 $0
Eliza Kerr (Vice President Of The Board) $0 $0 $0
Sarah Cupery Ottley (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Robb Hirsch (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Kerry Carter (Director) $0 $0 $0
Maggie Jones (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,524
Expenses
$241,762
Net Income
$28,762
Net Assets
$706,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $188,753
69.8%
Program Services $66,420
24.6%
Investment Income $15,351
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $107,691
44.5%
Assets/Debt
Total Assets $731,562
Total Liabilities $25,197
Net Assets $706,365
Compensation
Key Employees and Officers Compensation Related Other
Peter Van Kuran (President) $0 $0 $0
Eliza Kerr (Vice President Of The Board) $0 $0 $0
Rosa Aranda Lister (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Brenda Ostrom (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Sarah Ottley (Director) $0 $0 $0
Maggie Jones (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,633
Expenses
$173,821
Net Income
$70,812
Net Assets
$694,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $168,730
69.0%
Program Services $64,389
26.3%
Investment Income $11,514
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,204
57.1%
Assets/Debt
Total Assets $725,960
Total Liabilities $31,198
Net Assets $694,762
Compensation
Key Employees and Officers Compensation Related Other
Anne Baxter (President) $0 $0 $0
Eliza Kerr (Vice President) $0 $0 $0
Peter Van Kuran (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Brenda Ostrom (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Rosa Aranda Lister (Director) $0 $0 $0
Sarah Ottley (Director) $0 $0 $0
Maggie Jones (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$241,963
Expenses
$194,826
Net Income
$47,137
Net Assets
$620,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $157,944
65.3%
Program Services $77,359
32.0%
Investment Income $6,660
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $106,519
54.7%
Assets/Debt
Total Assets $657,565
Total Liabilities $37,287
Net Assets $620,278
Compensation
Key Employees and Officers Compensation Related Other
Anne Baxter (President) $0 $0 $0
Eliza Kerr (Vice President) $0 $0 $0
Peter Van Kuran (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Brenda Ostrom (Director) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Rosa Aranda Lister (Director) $0 $0 $0
Sarah Ottley (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 7, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,120
Expenses
$211,981
Net Income
$12,139
Net Assets
$566,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $162,895
72.7%
Program Services $49,862
22.2%
Investment Income $11,363
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $93,566
44.1%
Assets/Debt
Total Assets $586,516
Total Liabilities $19,973
Net Assets $566,543
Compensation
Key Employees and Officers Compensation Related Other
Anne Baxter (President) $0 $0 $0
Eliza Kerr (Vice President) $0 $0 $0
Peter Van Kuran (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Marcia Hodges (Director) $0 $0 $0
Nicole Benter (Director) $0 $0 $0
Rosa Aranda Lister (Director) $0 $0 $0
Brenda Ostrom (Director) $0 $0 $0
Pam Kuhn (Director) $0 $0 $0
Sarah Ottley (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 30, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,552
Expenses
$189,906
Net Income
$24,646
Net Assets
$564,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,968
71.3%
Program Services $52,856
24.6%
Investment Income $8,728
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $94,343
49.7%
Assets/Debt
Total Assets $569,219
Total Liabilities $4,738
Net Assets $564,481
Compensation
Key Employees and Officers Compensation Related Other
Marcia Hodges (President) $0 $0 $0
Eliza Kerr (Vice President) $0 $0 $0
Peter Van Kuran (Secretary) $0 $0 $0
Monte Meyers (Treasurer) $0 $0 $0
Anne Baxter (Director) $0 $0 $0
Nicole Benter (Director) $0 $0 $0
Rosa Aranda Lister (Director) $0 $0 $0
Brenda Ostrom (Director) $0 $0 $0
Pam Kuhn (Director) $0 $0 $0
Sarah Ottley (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$216,938
Expenses
$133,833
Net Income
$83,105
Net Assets
$535,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,322
84.0%
Program Services $33,280
15.3%
Investment Income $1,336
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,403
54.1%
Assets/Debt
Total Assets $536,210
Total Liabilities $232
Net Assets $535,978

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,917
Expenses
$119,661
Net Income
$96,256
Net Assets
$452,873
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,111
84.8%
Program Services $28,234
13.1%
Investment Income $4,572
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $15,021
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $53,460
44.7%
Assets/Debt
Total Assets $452,985
Total Liabilities $112
Net Assets $452,873

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$278,308
Expenses
$192,887
Net Income
$85,421
Net Assets
$357,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,244
74.1%
Program Services $67,389
24.2%
Investment Income $4,675
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $49,662
25.7%
Professional Fundraising Fees $0
Other Salaries and Wages $53,833
27.9%
Assets/Debt
Total Assets $362,183
Total Liabilities $4,563
Net Assets $357,620

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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