Civic Intelligence

Well Balanced Inc.

990EZ • Fiscal year 2023 • EIN 45-2617808

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization ProfileN/A
151 N 3rd Ave 308Pocatello, ID 83201

(208) 417-0053

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-7.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,649

Down $11,726 (-72%) from 2022

Net Assets

Down

$4,649

Down $11,726 (-72%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$84,259

Down $7,194 (-7.9%) from 2022

Expenses

Up

$95,986

Up $6,641 (+7.4%) from 2022

Net Income

Down

-$11,727

Down $13,835 (-656%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$4,649
Liabilities-
Net Assets$4,649
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$84,259
Expenses$95,986
Net Income-$11,727
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Gross Receipts
$84,259
Mission and Program Overview

Mission

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-$95,986
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIME ROBBINSDirector-$0--
KINZY BURROWSCFO-$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
2024-04-23
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 3,862 insurance 9,213 advertising 1,140 bank fees 1,731 total 15,946”

Raw XML Appendix130 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/BOYAmt016376
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016376
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04649
IRS990EZ/GrossReceiptsAmt084259
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016376
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016376
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04649
IRS990EZ/OccupancyRentUtltsAndMaintAmt067740
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/PersonNm0JAIME ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KINZY BURROWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY HERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA SEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015946
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PAYEE FOR DISABLED AND NEEDY CLIENTS WHO NEED MENTAL HEALTH CARE.
IRS990EZ/ProgramServiceRevenueAmt084259
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED MANY SOCIAL SECURITY RECPIENTS, VETERANS, AND OTHERS WITH PAYING THEIR MENTAL HEALTH CARE BILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095986
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095986
IRS990EZ/TotalProgramServiceExpensesAmt095986
IRS990EZ/TotalRevenueAmt084259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0352088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt084259
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0436347
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096449
IRS990ScheduleA/Total509Grp/TotalAmt0436347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096449
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0436347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 3,862 INSURANCE 9,213 ADVERTISING 1,140 BANK FEES 1,731 TOTAL 15,946
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KINZY BURROWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02084170053
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R SMART CPAPFS
ReturnHeader/ReturnTs02024-04-30T16:46:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KINZY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURROWS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,649
Liabilities
-
Net assets
$4,649
Revenue
$84,259
Expenses
$95,986
Net income
-$11,727
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