Nonprofit · EIN 56-2217688
BALSAM MOUNTAIN TR
Tax-exempt · SYLVA, NC 28779
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $570,078 | $470,014 | $100,064 | $1,283,963 | $325 | $1,283,638 |
| December 31, 2024 | 990 | $405,499 | $384,348 | $21,151 | $1,187,138 | $815 | $1,186,323 |
| December 31, 2023 | 990 | $449,949 | $350,263 | $99,686 | $1,194,488 | $0 | $1,194,488 |
| December 31, 2021 | 990 | $367,506 | $241,149 | $126,357 | $1,045,500 | -$4,825 | $1,050,325 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $541,222
- Program service revenue
- $6,031
- Investment income
- $22,825
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $269,639
- Salaries, compensation and benefits (total)
- $293,816
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Occupancy
- $17,215
- Depreciation
- $15,701
- Program services (functional)
- $285,273
- Management and general (functional)
- $91,928
- Fundraising (functional)
- $92,813
Balance sheet and other
- Total assets, start of year
- $1,187,138
- Total assets, end of year
- $1,283,963
- Total liabilities, end of year
- $325
- Net assets, end of year
- $1,283,638
- Land, buildings and equipment
- $445,185
- Net assets without donor restrictions
- $1,283,638
- Gross receipts
- $570,078
- Employees
- 8
- Volunteers
- 25
- Year formed
- 2000
- State of legal domicile
- NC
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 |
|---|---|---|---|
| Michael Wall | Executive Director Officer, Key employee, Highest-paid employee | 40 | $108,750 |
| Joel Bradley | Chair/Acting Treasurer Trustee or director | 0 | $0 |
| Mary Edmonson | Vice Chair Trustee or director | 0 | $0 |
| Sabrina Watkins | Secretary Trustee or director | 0 | $0 |
| John Morse | Trustee Trustee or director | 0 | $0 |
| Sally Halvey | Trustee Trustee or director | 0 | $0 |
| Will Gandy | Trustee Trustee or director | 0 | $0 |
| Robert Moore | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Wall | Executive Director Officer, Key employee, Highest-paid employee | 40 | $94,635 |
| Joel Bradley | Chair/Acting Treasurer Trustee or director | 0 | $0 |
| Mary Edmonson | Vice Chair Trustee or director | 0 | $0 |
| Sabrina Watkins | Secretary Trustee or director | 0 | $0 |
| John Morse | Trustee Trustee or director | 0 | $0 |
| Sally Halvey | Trustee Trustee or director | 0 | $0 |
| Will Gandy | Trustee Trustee or director | 0 | $0 |
| Robert Moore | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Wall | Executive Director Officer, Key employee, Highest-paid employee | 40 | $102,083 |
| Joel Bradley | Chair Trustee or director | 0 | $0 |
| Mary Edmonson | Vice Chair Trustee or director | 0 | $0 |
| Mary Staton | Secretary Trustee or director | 0 | $0 |
| Jan Kohl | Treasurer Trustee or director | 0 | $0 |
| John Morse | Trustee Trustee or director | 0 | $0 |
| Sally Halvey | Trustee Trustee or director | 0 | $0 |
| Will Gandy | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2021: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Skinner | Executive Director Trustee or director, Key employee, Highest-paid employee | 40 | $73,288 |
| Sheri Straw | Chair Trustee or director, Officer | 0 | $0 |
| Mary Staton | Secretary Trustee or director, Officer | 0 | $0 |
| Stephen Barnett | Trustee Trustee or director | 0 | $0 |
| Sally Halevy | Trustee Trustee or director | 0 | $0 |
| John Morse | Trustee Trustee or director | 0 | $0 |
| Kathy Nervie | Trustee Trustee or director | 0 | $0 |
| Jan Kohl | Treasurer Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 81 PRESERVE RD, SYLVA, NC 28779-9372
- In care of
- % BILL MAMRACK
- Principal officer (990 for 2025)
- Michael Wall, 81 Preserve Rd, Sylva, NC 28779
- Signed the 990
- Michael Wall, Executive Director
- Phone
- (828) 631-1060
- Return prepared by
- Brooks CPA PLLC
Mission
The mission of the Balsam Mountain Trust is the stewardship of the natural and cultural resources on Balsam Mountain Preserve and the southern Blue Ridge Mountain region, achieved through effective land management practices, scientific research and environmental education. The Balsam Mountain Trust inspires people to be responsible stewards of the natural and cultural resources of the Southern Blue Ridge Mountains through education and conservation leadership.
Program accomplishments
- The Trust continues its efforts to monitor and improve the ecosystem health of the Balsam Mountain Preserve. One of our highest priorities is to maintain the integrity of the health of the Balsam Mountain conservation easement lands. Highlights of 2025 include the cataloging of 57 bird species in the third year of a three-year survey, continued removal of multiflora rose from on the Preserves natural heritage sites, treatment of 33 hemlock trees on the Preserve to fight the invasive wooly adelgid, and a completion of a resurvey and recommended management interventions for a natural heritage area.Expenses $81,507
- The Trust continues to develop and present environmental education programs to thousands of students and lifelong learners. Since its founding, the Trust has reached over 100,000 program participants. The Trusts partnership with AmeriCorps continued in 2025 with program presentations to schools in Jackson, Haywood, Macon, and Swain Counties. Our outreach also included monthly interpretive hikes at Pinnacle Park, monthly programs at the Sylva Library, and hosting WNC Birdfest in Dillsboro.Expenses $118,185
- The Trusts Nature Center continues to be well received by the public, while housing our collection of ambassador animals used in outreach programming. In 2025, we hosted several school groups, art meets science crafting classes and supported undergraduate researchers and classes for Western Caroling University and UNC-Asheville. 2025 saw the completion of our primary bird enclosure and the creation of a landscaping master plan.Expenses $85,581 · revenue $6,031
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
- 56-2217688
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $1,283,963
- Income (IRS master file)
- $570,078
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $570,078 | $470,014 | $1,283,963 | IRS |
| 990 | December 2024 | $405,499 | $384,348 | $1,187,138 | IRS |
| 990 | December 2023 | $449,949 | $350,263 | $1,194,488 | XML |
| 990 | December 2022 | $394,392 | $344,168 | $1,094,665 | IRS |
| 990 | December 2021 | $367,506 | $241,149 | $1,045,500 | XML |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 56-2217688).
Questions about BALSAM MOUNTAIN TR
- What is the EIN of BALSAM MOUNTAIN TR?
- The employer identification number (EIN) of BALSAM MOUNTAIN TR is 56-2217688.
- Is BALSAM MOUNTAIN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to BALSAM MOUNTAIN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALSAM MOUNTAIN TR 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 BALSAM MOUNTAIN TR 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 BALSAM MOUNTAIN TR 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 BALSAM MOUNTAIN TR?
- The 990 for the year ended December 31, 2025 names Michael Wall.
- Who are the officers and directors of BALSAM MOUNTAIN TR?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $108,750 (Michael Wall, Executive Director).
- How much revenue does BALSAM MOUNTAIN TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $570,078, expenses of $470,014 and total assets of $1,283,963 at year end.
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