Civic Intelligence

Balanced Veterans

990EZ • Fiscal year 2023 • EIN 84-1854742

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profilewww.balancedveterans.com
776 Hill RoadPhiladelphia, PA 19128

(603) 418-4451

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$8,750

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

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

Asset Growth

5th percentile

-76%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$7,029

Down $22,555 (-76%) from 2022

Net Assets

Down

$7,029

Down $22,555 (-76%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$90,970

Down $44,754 (-33%) from 2022

Expenses

Up

$119,651

Up $1,790 (+1.5%) from 2022

Net Income

Down

-$28,681

Down $46,544 (-261%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$30K$20K$10K$0Assets 2022: $29,584Liabilities 2022: $0Net Assets 2022: $29,5842022Assets 2023: $7,029Liabilities 2023: $0Net Assets 2023: $7,0292023

Highlighted filing

2023

Assets$7,029
Liabilities$0
Net Assets$7,029
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $135,724Expenses 2022: $117,861Net Income 2022: $17,8632022Revenue 2023: $90,970Expenses 2023: $119,651Net Income 2023: -$28,6812023

Highlighted filing

2023

Revenue$90,970
Expenses$119,651
Net Income-$28,681
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$100,688
Mission and Program Overview

Mission

Veterans Assistance

Program Services

DescriptionGrantsExpenses
BVN provides education to help empower veterans to use alternative therapies to combat veteran issues plaguing our community. We offer support to help veterans and their families.--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MasonerTreasurerPT$8,750-$8,750
Jennifer BaxterExecutive DirectorPT$7,100-$7,100
Victor BohmBoard Member-$0--
Ron MillwardPresidentPT$0--
Derick CarverSecretary-$0--
Nelson SanchezBoard Member-$0--
Lynn BornfriendBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Balanced Veterans
EIN
84-1854742
Address
776 Hill Road, Philadelphia, PA 19128

Signing Officer

Name
Victor Bohm
Title
Board Member
Phone
6034184451
Signed
2024-11-12
Discuss with paid preparer
No

Preparer

Firm
David E Lewis CPA PLLC
Address
1154 W Fremont Ave, Salt Lake City, UT 84104
Preparer
David E Lewis
Phone
4356690718
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPayroll Taxes 5,825Payroll Fees 526Equipment Purchase & Maint 608Office Supplies 11,169Travel 23,146Marketing & Promotion 6,681Fundraising 1,440Insurance 1,652Bank Fees 64Community Outreach 12,365Mental Wellness Program 1,340Movement Program 713Operation 1620 3,578Project Triangle 985Other Bank Charges 28Misc. Program Expenses 2,580Interest Paid 37”

Raw XML Appendix155 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0776 Hill Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Philadelphia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035710
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IRS990EZ/ContributionsGiftsGrantsEtcAmt090847
IRS990EZ/CostOfGoodsSoldAmt09718
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-28681
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012209
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-9718
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt67100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Victor Bohm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ron Millward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Masoner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Derick Carver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nelson Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lynn Bornfriend
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jennifer Baxter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt072737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Veterans Assistance
IRS990EZ/ProgramServiceRevenueAmt08964
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BVN provides education to help empower veterans to use alternative therapies to combat veteran issues plaguing our community. We offer support to help veterans and their families.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034705
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119651
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt090970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt090847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0877
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0877
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08964
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0877
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt099811
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099811
IRS990ScheduleA/Total509Grp/TotalAmt099811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPayroll Taxes 5,825Payroll Fees 526Equipment Purchase & Maint 608Office Supplies 11,169Travel 23,146Marketing & Promotion 6,681Fundraising 1,440Insurance 1,652Bank Fees 64Community Outreach 12,365Mental Wellness Program 1,340Movement Program 713Operation 1620 3,578Project Triangle 985Other Bank Charges 28Misc. Program Expenses 2,580Interest Paid 37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Victor Bohm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Member
ReturnHeader/BusinessOfficerGrp/PhoneNum06034184451
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Balanced Veterans
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0841854742
ReturnHeader/Filer/USAddress/AddressLine1Txt0776 Hill Road
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833642881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David E Lewis CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01154 W Fremont Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084104
ReturnHeader/PreparerPersonGrp/PhoneNum04356690718
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David E Lewis
ReturnHeader/ReturnTs02024-11-13T13:25:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
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
$7,029
Liabilities
$0
Net assets
$7,029
Revenue
$90,970
Expenses
$119,651
Net income
-$28,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.91$1.20$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.36$1.18$0.18