Civic Intelligence

Well Balanced Inc.

EIN 45-2617808 • 501(c)3 • Pocatello, ID

Pub. 78 Eligible

Profile

Payee for disabled or needy clients

151 N 3rd Ave 308Pocatello, ID 83201

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,233

Up $4,798 (+88%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$10,233

Up $4,798 (+88%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$91,876

Up $1,683 (+1.9%) from 2024

Expenses

Down

$87,078

Down $2,328 (-2.6%) from 2024

Net Income

Up

$4,798

Up $4,011 (+510%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $5,777Liabilities 2011: $0Net Assets 2011: $5,7772011Assets 2012: $18,252Liabilities 2012: $0Net Assets 2012: $18,2522012Assets 2013: $28,533Liabilities 2013: $61Net Assets 2013: $28,4722013Assets 2014: $26,811Liabilities 2014: $0Net Assets 2014: $26,8112014Assets 2015: $2,073Liabilities 2015: $0Net Assets 2015: $2,0732015Assets 2016: $4,718Liabilities 2016: $0Net Assets 2016: $4,7182016Assets 2017: $12,258Liabilities 2017: $0Net Assets 2017: $12,2582017Assets 2018: $61,705Liabilities 2018: $0Net Assets 2018: $61,7052018Assets 2019: $59,242Liabilities 2019: $0Net Assets 2019: $59,2422019Assets 2020: $19,718Net Assets 2020: $19,7182020Assets 2021: $14,267Net Assets 2021: $14,2672021Assets 2022: $16,375Net Assets 2022: $16,3752022Assets 2023: $4,649Net Assets 2023: $4,6492023Assets 2024: $5,435Net Assets 2024: $5,4352024Assets 2025: $10,233Net Assets 2025: $10,2332025

Highlighted filing

2025

Assets$10,233
Liabilities-
Net Assets$10,233
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $98,1832011Expenses 2012: $188,4402012Revenue 2013: $277,670Expenses 2013: $267,450Net Income 2013: $10,2202013Revenue 2014: $22,761Expenses 2014: $24,422Net Income 2014: -$1,6612014Revenue 2015: $34,352Expenses 2015: $32,700Net Income 2015: $1,6522015Revenue 2016: $43,030Expenses 2016: $40,385Net Income 2016: $2,6452016Revenue 2017: $40,047Expenses 2017: $32,507Net Income 2017: $7,5402017Revenue 2018: $62,586Expenses 2018: $13,139Net Income 2018: $49,4472018Revenue 2019: $96,449Expenses 2019: $87,880Net Income 2019: $8,5692019Revenue 2020: $84,993Expenses 2020: $124,517Net Income 2020: -$39,5242020Revenue 2021: $79,193Expenses 2021: $84,644Net Income 2021: -$5,4512021Revenue 2022: $91,453Expenses 2022: $89,345Net Income 2022: $2,1082022Revenue 2023: $84,259Expenses 2023: $95,986Net Income 2023: -$11,7272023Revenue 2024: $90,193Expenses 2024: $89,406Net Income 2024: $7872024Revenue 2025: $91,876Expenses 2025: $87,078Net Income 2025: $4,7982025

Highlighted filing

2025

Revenue$91,876
Expenses$87,078
Net Income$4,798
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,233
Liabilities
-
Net assets
$10,233
Revenue
$91,876
Expenses
$87,078
Net income
$4,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.92$0.87$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.90$0.89$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.84$0.96$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.91$0.89$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.79$0.85$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.85$1.25$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.96$0.88$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.63$0.13$0.49
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.40$0.33$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.43$0.40$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.34$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.23$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.28$2.78$2.67$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$1.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 27, 2026
Return Version
2025v4.0
Gross Receipts
$91,876
Mission and Program Overview

Mission

Payee for disabled or needy clients

Payee for disabled and needy clients who need mental health care.

Program Services

DescriptionGrantsExpenses
HELPED MANY SOCIAL SECURITY RECPIENTS, VETERANS, AND OTHERS WITH PAYING THEIR MENTAL HEALTH CARE BILLS-$87,078
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KINZY BURROWSCFO-$0--
JAIME ROBBINSDirector-$0--
ASHLEY HERRDirector-$0--
PATRICIA SEILERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Well Balanced Inc
EIN
45-2617808
Phone
2084170053
Address
151 N 3RD AVE 308, POCATELLO, ID 83201

Signing Officer

Name
Kinzy Burrows
Title
CFO
Phone
2084170053
Signed
2026-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Jordan & Company Pa
Address
109 N ARTHUR AVE STE 400, POCATELLO, ID 83204
Preparer
Andrew R Smart Cpapfs
Phone
2082325471
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 1,993 advertising 2,270 bank fees 1,890 total 6,153”

Raw XML Appendix127 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KINZY BURROWS
IRS990EZ/BooksInCareOfDetail/PhoneNum02084170053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 N 3RD AVE 308
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POCATELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010233
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04798
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010233
IRS990EZ/GrossReceiptsAmt091876
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05435
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010233
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010233
IRS990EZ/OccupancyRentUtltsAndMaintAmt060000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KINZY BURROWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY HERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA SEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06153
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PAYEE FOR DISABLED AND NEEDY CLIENTS WHO NEED MENTAL HEALTH CARE.
IRS990EZ/ProgramServiceRevenueAmt091876
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED MANY SOCIAL SECURITY RECPIENTS, VETERANS, AND OTHERS WITH PAYING THEIR MENTAL HEALTH CARE BILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087078
IRS990EZ/TotalProgramServiceExpensesAmt087078
IRS990EZ/TotalRevenueAmt091876
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0266328
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0436974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079193
IRS990ScheduleA/Total509Grp/TotalAmt0436974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0436974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 1,993 ADVERTISING 2,270 BANK FEES 1,890 TOTAL 6,153
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KINZY BURROWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02084170053
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELL BALANCED INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0452617808
ReturnHeader/Filer/PhoneNum02084170053
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 N 3RD AVE 308
ReturnHeader/Filer/USAddress/CityNm0POCATELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820410615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAN & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 N ARTHUR AVE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POCATELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083204
ReturnHeader/PreparerPersonGrp/PhoneNum02082325471
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R SMART CPAPFS
ReturnHeader/ReturnTs02026-01-27T16:51:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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