Balance Inc (EIN 391771303) - Form 990 Financial Analysis & Trantor Score

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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

1993

Legal Domicile

Principal Officer

Malorie King

Phone

2622686811

Tax Period

2023-01-01 to 2023-12-31

Balance Inc, founded in 1993, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2023.

Mission

Dedicated to improving the quality of life for adults and children with intellectual and develomental disabilities by providing programs that promote and respond to each persons goals, dreams and needs.

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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 $418,357

Program Service Revenue $3,130,769

Investment Income $29,233

Other Revenue $-7,579

TOTAL REVENUE $3,570,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,821,489

Fundraising Expenses $100,697

Program Expenses $2,979,281

Other Expenses $856,769

TOTAL EXPENSES $3,678,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,570,780	$3,634,835	0.0%
Expenses	$3,678,258	$3,631,954	+0.0%
Net Income	$-107,478	$2,881	-38.3%

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

119

Volunteers

109

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

$158,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jordan Luhr	Chief Executive Officer	040.00	Officer	$152,334	$6,093	$158,427
Pete Zak	Chair	002.00	Officer Director	$0	$0	$0
Jessica Liebau	Vice-Chair	002.00	Officer Director	$0	$0	$0
Jon Vancos	Treasurer	002.00	Officer Director	$0	$0	$0
Tarrah Beyer	Secretary	002.00	Officer Director	$0	$0	$0
Kate Ansay	Director	001.00	Director	$0	$0	$0
Andrew Berns	Director	001.00	Director	$0	$0	$0
Sara Engel	Director	001.00	Director	$0	$0	$0
Ron Irwin	Director	001.00	Director	$0	$0	$0
Joanne Peters	Director	001.00	Director	$0	$0	$0
Jennifer Quadracci	Director	001.00	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	$3,570,780	$3,678,258	$2,650,036	$-107,478
2022	$3,634,835	$3,631,954	$2,818,679	$2,881
2021	$4,918,041	$3,992,133	$2,954,266	$925,908
2020	$4,311,382	$3,936,838	$2,583,310	$374,544
2019	$4,192,238	$4,067,790	$2,458,555	$124,448
2018	$3,624,537	$3,690,849	$2,212,413	$-66,312

Balance Inc