Civic Intelligence

The Balance Project Inc

EIN 85-0984642 • 501(c)3 • Highland Park, IL

Profile

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.

111 Cary AveHighland Park, IL 60035

thebalance-project.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

5.39x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.39x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.1%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-63%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,572

Down $84 (-5.1%) from 2023

Liabilities

Up

$8,478

Up $3,755 (+80%) from 2023

Net Assets

Down

-$6,906

Down $3,839 (-125%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin25th percentile

Revenue

Down

$22,006

Down $36,920 (-63%) from 2023

Expenses

Down

$25,845

Down $78,899 (-75%) from 2023

Net Income

Up

-$3,839

Up $41,979 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,572
Liabilities$8,478
Net Assets-$6,906
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$22,006
Expenses$25,845
Net Income-$3,839
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,572
Liabilities
$8,478
Net assets
-$6,906
Revenue
$22,006
Expenses
$25,845
Net income
-$3,839
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$22,006
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 Pay81st 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
111 Cary Ave, Highland Park, IL 60035

Signing Officer

Name
Agueda Semrad
Title
President
Phone
7736532377
Signed
2025-11-06
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: 1,165. Description: Other Expenses. Amount: 971. Description: Fundraising. Amount: 7,529. Description: Interest. Amount: 682. Total to Form 990-EZ, line 16: 10,347.”

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

“Description: Credit Card. Beg. of Year Amount: 4,723. End of Year Amount: 4,846. Description: Due to Agueda Semrad. Beg. of Year Amount: 0. End of Year Amount: 3,632.”

Raw XML Appendix178 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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