BALSAM MOON PRESERVE

EIN: 862030622 501(c)(3) Environment

Pine River, MN

Total Revenue
$124,153
Total Expenses
$12,856
Total Assets
$449,386
Net Assets
$449,386
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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
MN
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

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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%)

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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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
4
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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
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