BalancedCare Community Services Inc

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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

2019

Legal Domicile

Principal Officer

Jason Tracy

Phone

5853601854

Tax Period

2025-01-01 to 2025-12-31

BalancedCare Community Services Inc, founded in 2019, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Provide trusted financial and fiduciary solutions for vulnerable populations.

Program Service Accomplishments

Program 1

Expenses: $1,144,358 Revenue: $1,498,402

Representative Payee - BalancedCare brings a history of financial management to help vulnerable populations manage their benefit dollars. One of the ways this is achieved is by serving in the...

Representative Payee - BalancedCare brings a history of financial management to help vulnerable populations manage their benefit dollars. One of the ways this is achieved is by serving in the capacity of representative payee. A representative payee is a person or entity appointed by Social Security to manage benefit payments for someone deemed unable to do so on their own.VA Federal Fiduciary - A VA federally appointed fiduciary is an entity who works in conjunction with the U.S. Department of Veteran Affairs to assure that a Disabled Veteran or their loved one's benefit dollars are not being mismanaged. (Continued on Schedule O)Pooled Trust - A Pooled Trust is a special type of trust that allows individuals of any age to become financially eligible for public assistance benefits, such as Medicaid home care, while preserving their monthly income in trust for living expenses and supplemental needs.

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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 (2025)

Revenue Breakdown

Contributions & Grants $74,536

Program Service Revenue $1,463,706

Investment Income $23,763

Other Revenue $34,696

TOTAL REVENUE $1,596,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $910,524

Fundraising Expenses $0

Program Expenses $1,144,358

Other Expenses $657,019

TOTAL EXPENSES $1,567,543

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,596,701	$1,412,918	+0.1%
Expenses	$1,567,543	$1,497,586	+0.0%
Net Income	$29,158	$-84,668	-1.3%

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

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
Edward Saresky	Vice-Chairman	0.20	Officer Director	$0	$0	$0
Heather Bach	Director	0.20	Director	$0	$0	$0
Steve Phillips	Chairman	0.20	Officer Director	$0	$0	$0
Stephen LaSalle II	Secretary	0.20	Officer Director	$0	$0	$0
Terry Allenbrandt	Treasurer	0.20	Officer Director	$0	$0	$0
Jason Tracy	Chief Executive Officer	10.00	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
2025	$1,596,701	$1,567,543	$12,801,773	$29,158
2024	$1,412,918	$1,497,586	$13,445,193	$-84,668
2023	$1,221,574	$1,269,021	$11,731,993	$-47,447
2022	$953,003	$953,411	$9,549,795	$-408
2021	$966,987	$916,963	$8,442,114	$50,024
2020	$805,861	$829,500	$7,152,215	$-23,639