BALANCE AUTISM FOUNDATION (EIN 421417295) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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 FOUNDATION, founded in 1994, is a small nonprofit that reported $597K in total revenue in fiscal year 2024. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $476K, a strong 80% operating margin.

Mission

SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $463,343

Program Service Revenue $86,214

Investment Income $32,536

Other Revenue $14,575

TOTAL REVENUE $596,668

Expense Breakdown

Grants Paid $15,685

Salaries & Benefits $50,000

Fundraising Expenses $0

Program Expenses $65,685

Other Expenses $55,187

TOTAL EXPENSES $120,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$596,668	$282,525	+1.1%
Expenses	$120,872	$127,181	0.0%
Net Income	$475,796	$155,344	+2.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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/DIRECTOR	1.00	Officer Director	$50,000	$36,357	$331,831
ALBERTO MUNOZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAM CROPPER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN AUST	TREASURER	1.00	Officer Director	$0	$0	$0
BROOKE SCHAFER	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE MACFARLAND	PAST PRESIDENT	1.00	Director	$0	$0	$0
PEG MOSES	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$22,474	$200,159

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	$596,668	$120,872	$4,964,699	$475,796
2024	No data	No data	No data	No data
2023	$592,201	$312,630	$4,349,751	$279,571
2022	$262,700	$86,334	$4,082,856	$176,366
2021	$209,567	$85,766	$3,930,401	$123,801
2020	$218,321	$109,457	$3,814,012	$108,864
2019	$227,110	$82,992	$3,785,471	$144,118

BALANCE AUTISM FOUNDATION