Civic Intelligence

Balanced Inc.

990 • Fiscal year 2023 • EIN 81-5230122

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilebalanced.org
904 E 43rd StreetKansas City, MO 64110

(504) 554-0412

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$72,775

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

92nd percentile

69%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$991,963

Up $406,008 (+69%) from 2022

Net Assets

Up

$991,963

Up $406,008 (+69%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

Up

$1,103,275

Up $366,090 (+50%) from 2022

Expenses

Up

$697,267

Up $299,400 (+75%) from 2022

Net Income

Up

$406,008

Up $66,690 (+20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.5M$1.0M$500K$0Assets 2017: $166,023Liabilities 2017: $0Net Assets 2017: $166,0232017Assets 2018: $108,205Liabilities 2018: $0Net Assets 2018: $108,2052018Assets 2019: $195,241Liabilities 2019: $0Net Assets 2019: $195,2412019Assets 2020: $126,983Liabilities 2020: $0Net Assets 2020: $126,9832020Assets 2021: $246,637Liabilities 2021: $0Net Assets 2021: $246,6372021Assets 2022: $585,955Liabilities 2022: $0Net Assets 2022: $585,9552022Assets 2023: $991,963Liabilities 2023: $0Net Assets 2023: $991,9632023Assets 2024: $1,131,535Liabilities 2024: $0Net Assets 2024: $1,131,5352024

Highlighted filing

2023

Assets$991,963
Liabilities$0
Net Assets$991,963
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $356,975Expenses 2017: $188,706Net Income 2017: $168,2692017Revenue 2018: $163,053Expenses 2018: $220,871Net Income 2018: -$57,8182018Revenue 2019: $358,880Expenses 2019: $271,844Net Income 2019: $87,0362019Revenue 2020: $276,961Expenses 2020: $345,219Net Income 2020: -$68,2582020Revenue 2021: $441,424Expenses 2021: $321,770Net Income 2021: $119,6542021Revenue 2022: $737,185Expenses 2022: $397,867Net Income 2022: $339,3182022Revenue 2023: $1,103,275Expenses 2023: $697,267Net Income 2023: $406,0082023Revenue 2024: $916,474Expenses 2024: $838,054Net Income 2024: $78,4202024

Highlighted filing

2023

Revenue$1,103,275
Expenses$697,267
Net Income$406,008
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$1,103,275
Mission and Program Overview

Mission

Promoting evidence-based food choices in an effort to achieve a healthy and sustainable food supply.

Balanced is a nutrition security and public health advocacy nonprofit. We work with community members and nutrition services teams in community institutions, primarily k-12 schools, to increase the proportion of health-promoting foods on menus with a special focus on increasing dietary fiber.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$585,955$991,963▲ $406,008
Total Assets$585,955$991,963▲ $406,008
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$585,955$729,823▲ $143,868
Net Assets With Donor Restrictions-$262,140-
Total Net Assets Fund Balance$585,955$991,963▲ $406,008
Total Liabilities and Net Assets / Fund Balance$585,955$991,963▲ $406,008
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Audrey SanchezOfficerFT$72,775$72,775
Audrey SanchezExecutive Director-$72,775$72,775

Board Members and Trustees

NameTitle
Alexis FoxBoard Member
Chelsie SchadtBoard Member
Katie SchloerBoard Member
Michael GregerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,103,275
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,103,275
Change in Net Assets
$406,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$493,484
Other Expenses$203,783
Total Fundraising Expense$47,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$303,184-$37,592$340,776
Fees for Services Other$104,185--$104,185
Current Officers, Directors, Trustees, and Key Employees$61,859$7,641$3,275$72,775
Other Employee Benefits$46,857--$46,857
Information Technology$28,300-$6,130$34,430
Payroll Taxes$33,076--$33,076
Travel$14,307--$14,307
Advertising$13,389-$485$13,874
Office Expenses$8,154$5,091-$13,245
Conferences and Meetings$8,452--$8,452
Fees for Services Lobbying$7,975--$7,975
Insurance$2,667--$2,667
Other Expenses$2,087--$2,087
Fees for Services Accounting$1,045--$1,045
Total Functional Expenses$637,053$12,732$47,482$697,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 19

“Any information not currently available on our website is available upon request.”

Filing and Contact Details

Filer

Filer Name
Balanced Inc
EIN
81-5230122
Phone
5045540412
Address
904 E 43rd Street, Kansas City, MO 64110

Signing Officer

Name
Audrey Sanchez
Title
Executive Director
Phone
5045540412
Signed
2024-11-15

Organization Details

Principal Officer
Audrey Sanchez
Formed
2017
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
4
Employees
8
Supplemental Narrative

Additional Explanations

Part III, Line 2

“In 2023, Balanced integrated the Nutrition for Families program into its services, offering resources and materials to pediatricians and families that address common questions about plant-based and plant-forward dietary patterns for children and families.”

Part III, Line 4D

“Our Nutrition Policy and Research programs focused on analyzing nutrition policy initiatives, drafting responses and position papers, and researching the nutritional composition of school meals nationwide. We also actively supported the Massachusetts Healthy School Lunch Bill by creating and distributing educational materials, building grassroots support, and collaborating with policymakers to advance the bill.”

Part IX, Line 11G

“Contractor payments to Nutrition for Families Medical director, communications program contractors (audio/video editing), intern stipends”

Part XII, Line 1

“Independent audit of 2023 financial statements currently under review”

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In 2023, Balanced integrated the Nutrition for Families program into its services, offering resources and materials to pediatricians and families that address common questions about plant-based and plant-forward dietary patterns for children and families.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Our Nutrition Policy and Research programs focused on analyzing nutrition policy initiatives, drafting responses and position papers, and researching the nutritional composition of school meals nationwide. We also actively supported the Massachusetts Healthy School Lunch Bill by creating and distributing educational materials, building grassroots support, and collaborating with policymakers to advance the bill.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contractor payments to Nutrition for Families Medical director, communications program contractors (audio/video editing), intern stipends
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any information not currently available on our website is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Independent audit of 2023 financial statements currently under review
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 1
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0585955
IRS990/TotalAssetsEOYAmt0991963
IRS990/TotalAssetsGrp/BOYAmt0585955
IRS990/TotalAssetsGrp/EOYAmt0991963
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01103275
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047482
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012732
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0637053
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697267
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0585955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0991963
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0128828
IRS990/TotalProgramServiceExpensesAmt0371344
IRS990/TotalReportableCompFromOrgAmt072775
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01103275
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0991963
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014307
IRS990/TravelGrp/TotalAmt014307
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0904 E 43rd Street
IRS990/USAddress/CityNm0Kansas City
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064110
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0balanced.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey Sanchez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05045540412
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALANCED INC
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0815230122
ReturnHeader/Filer/PhoneNum05045540412
ReturnHeader/Filer/USAddress/AddressLine1Txt0904 E 43rd Street
ReturnHeader/Filer/USAddress/CityNm0Kansas City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064110
ReturnHeader/ReturnTs02024-11-15T17:06:36Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$991,963
Liabilities
$0
Net assets
$991,963
Revenue
$1,103,275
Expenses
$697,267
Net income
$406,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.92$0.84$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.10$0.70$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.74$0.40$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.44$0.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.28$0.35$0.07
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.36$0.27$0.09
2018Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.36$0.19$0.17