Civic Intelligence

Balance Project Inc.

990EZ • Fiscal year 2022 • EIN 85-0984642

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 07, 2023

Organization Profilethebalance-project.org
177 Indian Tree DriveHighland Park, IL 60035

(773) 653-2377

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$42,751

No earlier filing loaded for comparison.

Net Assets

$42,751

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin76th percentile

Revenue

$127,025

No earlier filing loaded for comparison.

Expenses

$93,939

No earlier filing loaded for comparison.

Net Income

$33,086

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0-$20KAssets 2022: $42,751Liabilities 2022: $0Net Assets 2022: $42,7512022Assets 2023: $1,656Liabilities 2023: $4,723Net Assets 2023: -$3,0672023Assets 2024: $1,572Liabilities 2024: $8,478Net Assets 2024: -$6,9062024

Highlighted filing

2022

Assets$42,751
Liabilities$0
Net Assets$42,751
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2022: $127,025Expenses 2022: $93,939Net Income 2022: $33,0862022Revenue 2023: $58,926Expenses 2023: $104,744Net Income 2023: -$45,8182023Revenue 2024: $22,006Expenses 2024: $25,845Net Income 2024: -$3,8392024

Highlighted filing

2022

Revenue$127,025
Expenses$93,939
Net Income$33,086
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$127,025
Mission and Program Overview

Mission

The Balance Project is here to support mental and emotional wellness for you and those you love by offering the following services: Educational programming to raise awareness and understanding of mental health needs, support in identifying and accessing resources and treatment, and financial assistance to those in need.

Program Services

DescriptionGrantsExpenses
The Balance Project is here to support mental and emotional wellness for you and those you love by offering the following services: Educational programming to raise awareness and understanding of mental health needs, support in identifying and accessing resources and treatment, and financial assistance to those in need.$0$26,262
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesse LewinDirector Of Communications-$0--
Caitlin LewinDirector Of Research And Education-$0--
David KepleyDirector Of Information Systems-$0--
Stefanie BellDirector Of Community Relations-$0--
Jody SchrimmerDirector Of Inclusion-$0--
Agueda SemradPresident/FounderPT$0--
Megan ZibersteinDirector Of FinancePT$0--
Filing and Contact Details

Filer

Filer Name
The Balance Project Inc
EIN
85-0984642
Phone
7736532377
Address
177 Indian Tree Drive, Highland Park, IL 60035

Signing Officer

Name
Agueda Semrad
Title
President
Phone
7736532377
Signed
2023-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Eck Schafer & Punke Llp
Address
227 S Seventh Street, Springfield, IL 62701
Preparer
Brent Leach
Phone
2175251111
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Miscellaneous Income. Amount: 2,452.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office Expenses. Amount: 3,485. Description: Program Expenses. Amount: 4,409. Description: Grants. Amount: 21,852. Description: Website. Amount: 12,193. Description: Other Expenses. Amount: 9,006. Description: Insurance. Amount: 573. Description: Grant Recipient. Amount: 8,743. Description: Fundraising. Amount: 4,254. Total to Form 990-EZ, line 16: 64,515.”

Raw XML Appendix172 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Kepley
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jody Schrimmer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Megan Ziberstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director of Research and Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director of Information Systems
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President/Founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director of Finance
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
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ReturnHeader/BusinessOfficerGrp/PersonNm0Agueda Semrad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07736532377
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Balance Project Inc
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ReturnHeader/Filer/EIN0850984642
ReturnHeader/Filer/PhoneNum07736532377
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 S Seventh Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
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ReturnHeader/PreparerPersonGrp/PhoneNum02175251111
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent Leach
ReturnHeader/ReturnTs02023-09-08T13:40:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Agueda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Semrad
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,751
Liabilities
$0
Net assets
$42,751
Revenue
$127,025
Expenses
$93,939
Net income
$33,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.08$0.07$0.22$0.26$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.05$0.03$0.59$1.05$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.27$0.94$0.33