BALSAM MOON PRESERVE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

BARB MANN

Phone

2185873808

Tax Period

2023-01-01 to 2023-12-31

BALSAM MOON PRESERVE, founded in 2021, is a small nonprofit in the Environment sector that reported $124K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 90% operating margin.

Mission

EDUCATE THE PUBLIC ON PROTECTING AND CONSERVING THE ENVIRONMENT

Program Service Accomplishments

Program 1

Expenses: $9,456 Revenue: $2,065

BALSAM MOON PRESERVE IS AN ORGANIZATION LOCAATED IN NORTHERN MINNESOTA, ORGANIZED FOR THE PURPOSES OF EDUCATING THE PUBLIC ON PROTECTING AND CONSERVING THE ENVIRONMENT. BALSAM MOON PRESERVE WILL...

BALSAM MOON PRESERVE IS AN ORGANIZATION LOCAATED IN NORTHERN MINNESOTA, ORGANIZED FOR THE PURPOSES OF EDUCATING THE PUBLIC ON PROTECTING AND CONSERVING THE ENVIRONMENT. BALSAM MOON PRESERVE WILL CONDUCT ACTIVITIES FOCUSED ON EDUCATING RESIDENTS AND VISITORS OF BALSAM MOON ON THE IMPORTANCE OF CONSERVATION, SUSTAINABILITY, AN THE VIABLE ENVIRONMENTAL PRACTICES. NORTHERN MINNESOTA IS KNOWN FOR ITS NATURAL RESOURCES, INCLUDING FRESH WATER, FORESTS, AND WILDLIFE. THERE ARE MANY THREATS TO THE STATE'S RESOURCES INCLUDING INVASIVE SPECIES, CLIMATE CHANGE, AND THE MISTREATMENT OF LAND AND MISMANAGEMENT OF WATER THROUGHOUT THE STATE, BALSAM MOON PRESERVE WILL PROVIDE EDUCATIONAL EXPERIENCES THROUGH UNIQUE WORKSHOPS DESIGNED TO INCREASE AWARENESS AND PROVIDE ALTERNATIVE MEANS FOR UTILIZING AND LIVING ON THE LAND IN NORTHERN MINNESOTA IN A SUSTAINABLE AND ENVIRONMENTALLY FRIENDLY MANNER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $108,459

Program Service Revenue $2,065

Investment Income $13,629

Other Revenue $0

TOTAL REVENUE $124,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,456

Other Expenses $12,856

TOTAL EXPENSES $12,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,153	$347,578	-0.6%
Expenses	$12,856	$12,797	+0.0%
Net Income	$111,297	$334,781	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA ALLEN	PRESIDENT	N/A	Officer	$0	$0	$0
LOEL LINDSTROM	VICE PRESIDENT	N/A	Officer	$0	$0	$0
JIM ETZEL	SECRETARY	N/A	Officer	$0	$0	$0
BARBARA MANN	TREASURER	N/A	Officer	$0	$0	$0
MELISSA OLSON	DIRECTOR	N/A	Director	$0	$0	$0
BENJAMIN TSAI	DIRECTOR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$124,153	$12,856	$449,386	$111,297
2022	$347,578	$12,797	$338,089	$334,781