Civic Intelligence

Balance Project Inc.

990EZ • Fiscal year 2023 • EIN 85-0984642

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

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

98th percentile

2.85x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

7th percentile

-78%

Higher net margin than 7% 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

3rd percentile

-96%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

10th percentile

-54%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,656

Down $41,095 (-96%) from 2022

Net Assets

Down

-$3,067

Down $45,818 (-107%) from 2022

Liabilities

Up

$4,723

Up $4,723 from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin7th percentile

Revenue

Down

$58,926

Down $68,099 (-54%) from 2022

Expenses

Up

$104,744

Up $10,805 (+12%) from 2022

Net Income

Down

-$45,818

Down $78,904 (-238%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2023

Assets$1,656
Liabilities$4,723
Net Assets-$3,067
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

2023

Revenue$58,926
Expenses$104,744
Net Income-$45,818
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$58,926
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$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesse LewinDirector Of Communications-$0--
Caitlin LewinDirector Of Research And E-$0--
David KepleyDirector Of Information Sy-$0--
Stefanie BellDirector Of Community Rela-$0--
Jody SchrimmerDirector Of Inclusion-$0--
Agueda SemradPresident/FounderPT$0--
Megan ZibersteinDirector Of FinancePT$0--
Jamie KachSecretaryPT$0--
Daniel SalazarTreasurerPT$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
2024-10-21
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 16 - Other Expenses

“Description: Office Expenses. Amount: 2,484. Description: Program Expenses. Amount: 20,620. Description: Other Expenses. Amount: 958. Description: Fundraising. Amount: 25,816. Description: Interest. Amount: 7. Total to Form 990-EZ, line 16: 49,885.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Credit Card. Beg. of Year Amount: 0. End of Year Amount: 4,723.”

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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.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Agueda Semrad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07736532377
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Balance Project Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Agi Semrad
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0850984642
ReturnHeader/Filer/PhoneNum07736532377
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ReturnHeader/PreparerPersonGrp/PhoneNum02175251111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent Leach
ReturnHeader/ReturnTs02024-11-13T09:01:53-06:00
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
$1,656
Liabilities
$4,723
Net assets
-$3,067
Revenue
$58,926
Expenses
$104,744
Net income
-$45,818
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
2023Detailed filing. Detailed filing data is available for this year.$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