BALANCED INC

EIN: 815230122 501(c)(3) Food, Agriculture & Nutrition

Kansas City, MO

Total Revenue
$916,474
Total Expenses
$838,054
Total Assets
$1,131,535
Net Assets
$1,131,535
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
KS
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 nonprofit organization improving public health by helping schools, hospitals, and other institutions serve more fiber-rich, plant-forward meals. We provide technical assistance, training, and advocacy to support menu changes that reduce chronic disease risk and make nutritious, affordable foods the easy, everyday choice for children and families.

Program Service Accomplishments

Program 1
Expenses: $151,291

Balanceds Institutional Support program provides technical assistance, training, and resources to school food service professionals and institutional meal providers to improve menu quality and...

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Balanceds Institutional Support program provides technical assistance, training, and resources to school food service professionals and institutional meal providers to improve menu quality and increase access to fiber-rich, plant-based foods. Activities include a six-month training cohort for food service directors, individualized menu consultation, procurement support, and distribution of implementation toolkits and micro-grants. Through this program, Balanced supported multiple school districts in developing and serving plant-forward meals that meet nutrition and cost goals. These activities resulted in an estimated 200-250K plant-based or plant-forward meals being served on menus.

Program 2
Expenses: $250,716

Balanceds Community & Youth Advocacy program mobilizes students, families, and community members to advocate for healthier, plant-forward meals in schools and institutions. In 2024, the program...

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Balanceds Community & Youth Advocacy program mobilizes students, families, and community members to advocate for healthier, plant-forward meals in schools and institutions. In 2024, the program contributed to a public awareness campaign in Illinois, enabling families to request plant-based meals from their districts and generating more than 1,000 requests across 285 districtsreaching 30% of all K12 districts in the state. The team also advanced the Focus on Fiber public awareness, education, and promotional campaign, elevating fiber as a key nutrient for health and helping schools and communities close the fiber gap through accessible, evidence-based resources. Digital tools, downloadable guides, and advocacy materials equipped local leaders and students to take action and build momentum for institutional change.

Program 3
Expenses: $130,850

Balanceds Research & Policy program generates evidence to guide institutional menu reform and strengthen nutrition standards in schools. In 2024, the team initiated a national research project...

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Balanceds Research & Policy program generates evidence to guide institutional menu reform and strengthen nutrition standards in schools. In 2024, the team initiated a national research project analyzing school menus from 90+ districts across the United States to determine whether school breakfasts and lunches provide adequate dietary fiber and to model how replacing meat-based entrées with bean-based, high-fiber alternatives could affect overall nutrition quality. Using descriptive statistics, meal simulations, and substitution analysis, the project examines fiber content, identifies primary sources of dietary fiber on menus, and estimates the nutritional impact of plant-based substitutions on key nutrients such as protein, saturated fat, and sodium. This research will inform upcoming publications, policy recommendations, and technical guidance to help schools close the fiber gap and improve meal quality nationwide.

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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%)

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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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Governance

Voting Members
5
Independent Members
4
Employees
8
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
1
$78,750
Total Directors
5
$78,750
Key Employees
0
$0
Highest Compensated
0
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
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