BALANCED INC (EIN 815230122) - 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

2017

Legal Domicile

Principal Officer

Audrey Sanchez

Phone

5045540412

Tax Period

2024-01-01 to 2024-12-31

BALANCED INC, founded in 2017, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $916K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $838K left a modest 9% surplus.

Mission

Balanced is a nutrition security and public health advocacy organization working to improve the healthfulness of menus in schools, hospitals, and other community institutions. We provide nutrient-based interventions and practical, wraparound technical assistance to empower institutional leaders to serve more fiber-rich, health-promoting foods - while reducing those high in cholesterol, saturated fats, excess sodium, and ultraprocessing.

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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 $916,474

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $916,474

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $607,860

Fundraising Expenses $90,775

Program Expenses $768,950

Other Expenses $212,694

TOTAL EXPENSES $838,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$916,474	$1,103,275	-0.2%
Expenses	$838,054	$697,267	+0.2%
Net Income	$78,420	$406,008	-0.8%

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

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

$78,750

Total Directors

$78,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Audrey Sanchez	Executive Director (Org), President (Board)	50.00	Officer Director	$78,750	$0	$78,750
Alexis Fox	Board Member	0.50	Director	$0	$0	$0
Micheal Greger	Board Member	0.10	Director	$0	$0	$0
Katie Schloer	Board Member, Secretary	0.10	Director	$0	$0	$0
Chelsie Schadt	Board Member	0.10	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	$916,474	$838,054	$1,131,535	$78,420
2023	$1,103,275	$697,267	$991,963	$406,008
2022	$737,185	$397,867	$585,955	$339,318
2021	$441,424	$321,770	$246,637	$119,654
2020	$276,961	$345,219	$126,983	$-68,258

BALANCED INC