BalanceSCC (EIN 752994317) - 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

2001

Legal Domicile

Principal Officer

Ashley Basanese

Phone

8314648669

Tax Period

2023-01-01 to 2023-12-31

BalanceSCC, founded in 2001, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 5% surplus.

Mission

BalanceSCC enriches the lives of people with unique needs through compassionate care solutions, collaborative giving, and community.

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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 $13,395

Program Service Revenue $2,517,963

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,531,358

Expense Breakdown

Grants Paid $11,958

Salaries & Benefits $2,111,122

Fundraising Expenses $2,647

Program Expenses $2,042,733

Other Expenses $277,607

TOTAL EXPENSES $2,400,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,531,358	$2,317,644	+0.1%
Expenses	$2,400,687	$2,158,269	+0.1%
Net Income	$130,671	$159,375	-0.2%

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

108

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert George	Secty-Board Member	1.00	Officer Director	$0	$0	$0
Annette Taylor	Board Member	1.00	Director	$0	$0	$0
Melinda Vahradian	Board Member	1.00	Director	$0	$0	$0
Chris Basanese	Treas-Board Member	1.00	Officer Director	$0	$0	$0
Tye Ripma	Board Member	1.00	Director	$0	$0	$0
Mark Yellin MD	Board Member	1.00	Director	$0	$0	$0
Ashley Basanese	Executive Director	40.00	Highest	$138,857	$0	$138,857
Lurena Brubaker	Board Member	1.00		$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	$2,531,358	$2,400,687	$975,988	$130,671
2022	$2,317,644	$2,158,269	$761,903	$159,375
2021	$2,216,715	$2,072,016	$573,033	$144,699
2020	$2,409,059	$2,477,941	$437,598	$-68,882
2019	$3,219,732	$3,054,762	$632,232	$164,970
2018	$3,600,103	$3,638,087	$524,427	$-37,984

BalanceSCC