WELL BALANCED INC

EIN: 452617808 501(c)(3) Human Services

Pocatello, ID

Total Revenue
$62,586
Total Expenses
$13,139
Total Assets
$61,705
Net Assets
$61,705
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
ID
Principal Officer
Patricia Seiler
Phone
2084170053
Tax Period
2018-01-01 to 2018-12-31

WELL BALANCED INC, founded in 2011, is a micro nonprofit in the Human Services sector that reported $63K in total revenue in fiscal year 2018. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 79% operating margin.

Mission

Receive money from Handicapped-Disabled Social Security clients and low income individuals. This money is placed in a trust account and used to pay these clients expenses.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $62,586
TOTAL REVENUE $62,586

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $13,139
Other Expenses $13,139
TOTAL EXPENSES $13,139

Year-over-Year Comparison

2018 2017 Change
Revenue $62,586 $40,047 +0.6%
Expenses $13,139 $32,507 -0.6%
Net Income $49,447 $7,540 +5.6%
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

Sign In

Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Esquibel Director 0
Director
$0 $0 $0
Jaime Robbins Director 0
Director
$0 $0 $0
Matthew Hunter Director 0
$0 $0 $0
Ashley Herr Director 0
$0 $0 $0
Teri Wilske Director 0
$0 $0 $0
Patricia Seiler Secretary/Treasurer 0
Officer
$0 $0 $0
Kinzy Burrows President 0
Officer
$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
2018 $62,586 $13,139 $61,705 $49,447
Explore More Nonprofits
→Top 100 Nonprofits in Idaho →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare WELL BALANCED INC with other nonprofits in Idaho and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.