Balanced Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2017 | 356,975 | 188,706 | 168,269 | 10.6 | 57% |
| 2018 | 163,053 | 220,871 | −57,818 | 5.9 | 72% |
| 2019 | 358,880 | 271,844 | 87,036 | 8.6 | 72% |
| 2020 | 276,961 | 345,219 | −68,258 | 4.4 | 69% |
| 2021 | 441,424 | 321,770 | 119,654 | 9.2 | 40% |
| 2022 | 737,185 | 397,867 | 339,318 | 17.7 | 68% |
| 2023 | 1,103,275 | 697,267 | 406,008 | 17.1 | 59% |
In its most recent public year (2023), this organization brought in $406,008 more than it spent. Its reserves stood at about 17.1 months of spending, up from 10.6 in 2017. Staff pay was 59% of spending. $262,140 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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