BALANCE AUTISM (EIN 421377412) - 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

1994

Legal Domicile

Principal Officer

PEG MOSES

Phone

5159674369

Tax Period

2024-07-01 to 2025-06-30

BALANCE AUTISM, founded in 1994, is a mid-sized nonprofit in the Human Services sector that reported $25.7M in total revenue in fiscal year 2024.

Mission

WE DEVELOP AND IMPLEMENT INNOVATIVE SOLUTIONS FOR PEOPLE WITH AUTISM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $561,727

Program Service Revenue $25,042,958

Investment Income $60,221

Other Revenue $17,700

TOTAL REVENUE $25,682,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,700,312

Fundraising Expenses $0

Program Expenses $22,358,089

Other Expenses $4,872,186

TOTAL EXPENSES $25,572,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,682,606	$24,422,308	+0.1%
Expenses	$25,572,498	$24,130,515	+0.1%
Net Income	$110,108	$291,793	-0.6%

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

694

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

$531,990

Total Directors

$331,831

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE MULLER	CEO	39.00	Officer Director	$245,474	$36,357	$331,831
PEG MOSES	CFO	39.00	Officer	$177,685	$22,474	$200,159
EVELYN HORTON	VP CHILDREN SERVICES	40.00	Highest	$174,825	$18,495	$193,320
SCOTT ATWOOD	VP ADULT SERVICES	40.00	Highest	$162,067	$9,925	$171,992
LUANN JAHNER	OPERATIONS DIRECTOR	40.00	Highest	$122,855	$21,453	$144,308
ALBERTO MUNOZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE MACFARLAND	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SAM CROPPER	VICE PRESIDENT	1.00	Director	$0	$0	$0
BRIAN AUST	TREASURER	1.00	Director	$0	$0	$0
BROOKE SCHAFER	SECRETARY	1.00	Director	$0	$0	$0
ALAN PEDERSON	DIRECTOR	1.00	Director	$0	$0	$0
NICK BUSHELLE	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE HANSON	DIRECTOR	1.00	Director	$0	$0	$0
CHELSI HARBERT	DIRECTOR	1.00	Director	$0	$0	$0
BRENT CARLSON	DIRECTOR	1.00	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
2025	$25,682,606	$25,572,498	$22,387,430	$110,108
2024	No data	No data	No data	No data
2023	$24,138,624	$23,545,723	$21,608,776	$592,901
2022	$24,798,775	$21,683,760	$19,588,955	$3,115,015
2021	$21,908,503	$20,521,592	$18,713,140	$1,386,911
2020	$18,769,378	$18,577,777	$16,205,465	$191,601
2019	$17,630,024	$17,092,321	$10,926,983	$537,703

BALANCE AUTISM