Nonprofit · EIN 83-3482550
BALANCEDCARE COMMUNITY SERVICES INC
Tax-exempt · ROCHESTER, NY 14607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,596,701 | $1,567,543 | $29,158 | $12,801,773 | $12,843,019 | -$41,246 |
| December 31, 2024 | 990 | $1,412,918 | $1,497,586 | -$84,668 | $13,445,193 | $13,515,597 | -$70,404 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $74,536
- Program service revenue
- $1,463,706
- Investment income
- $23,763
- Other revenue
- $34,696
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $700,644
- Salaries, compensation and benefits (total)
- $910,524
- Professional fundraising fees
- $0
- Occupancy
- $97,486
- Travel
- $10,416
- Depreciation
- $517
- Program services (functional)
- $1,144,358
- Management and general (functional)
- $423,185
Balance sheet and other
- Total assets, start of year
- $13,445,193
- Total assets, end of year
- $12,801,773
- Total liabilities, end of year
- $12,843,019
- Net assets, end of year
- -$41,246
- Net assets without donor restrictions
- -$41,246
- Gross receipts
- $1,596,701
- Employees
- 18
- Volunteers
- 5
- Year formed
- 2019
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edward Saresky | Vice-Chairman Trustee or director, Officer | 0.2 | $0 |
| Heather Bach | Director Trustee or director | 0.2 | $0 |
| Steve Phillips | Chairman Trustee or director, Officer | 0.2 | $0 |
| Stephen LaSalle II | Secretary Trustee or director, Officer | 0.2 | $0 |
| Terry Allenbrandt | Treasurer Trustee or director, Officer | 0.2 | $0 |
| Jason Tracy | Chief Executive Officer Officer | 10 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edward Saresky | Vice-Chairman Trustee or director, Officer | 0.2 | $0 |
| Heather Bach | Director Trustee or director | 0.2 | $0 |
| Mark Harris | Director(through June 2024) Trustee or director | 0.2 | $0 |
| Stephen LaSalle II | Secretary Trustee or director, Officer | 0.2 | $0 |
| Terry Allenbrandt | Treasurer Trustee or director, Officer | 0.2 | $0 |
| Steve Phillips | Chairman Trustee or director, Officer | 0.2 | $0 |
| Jason Tracy | Chief Executive Officer Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 UNIVERSITY AVE STE A, ROCHESTER, NY 14607-1744
- In care of
- % CHRISTOPHER CAMAIONE-LIND
- Mailing address (990-N for 2019)
- 1000 University Avenue No 900, Rochester NY 14607
- Principal officer (990 for 2025)
- Jason Tracy, 87 N Clinton Ave 2, Rochester, NY 14604
- Principal officer (990-N for 2019)
- Jason Tracy, 1000 University Avenue No 900, Rochester NY 14607
- Signed the 990
- Jason Tracy, CEO
- Phone
- (585) 360-1854
- Website
- www.balanced-care.org
- Return prepared by
- Heveron & Company CPAs PLLC
Mission
Provide trusted financial and fiduciary solutions for vulnerable populations.
Program accomplishments
- Representative Payee - BalancedCare brings a history of financial management to help vulnerable populations manage their benefit dollars. One of the ways this is achieved is by serving in the capacity of representative payee. A representative payee is a person or entity appointed by Social Security to manage benefit payments for someone deemed unable to do so on their own.VA Federal Fiduciary - A VA federally appointed fiduciary is an entity who works in conjunction with the U.S. Department of Veteran Affairs to assure that a Disabled Veteran or their loved one's benefit dollars are not being mismanaged. (Continued on Schedule O)Pooled Trust - A Pooled Trust is a special type of trust that allows individuals of any age to become financially eligible for public assistance benefits, such as Medicaid home care, while preserving their monthly income in trust for living expenses and supplemental needs.Expenses $1,144,358 · revenue $1,498,402
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-3482550
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $12,801,773
- Income (IRS master file)
- $1,596,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,221,574 | $1,269,021 | $11,731,993 | IRS |
| 990 | December 2022 | $953,003 | $953,411 | $9,549,795 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Jason Tracy | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BALANCEDCARE COMMUNITY SERVICES INC
- What is the EIN of BALANCEDCARE COMMUNITY SERVICES INC?
- The employer identification number (EIN) of BALANCEDCARE COMMUNITY SERVICES INC is 83-3482550.
- Is BALANCEDCARE COMMUNITY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to BALANCEDCARE COMMUNITY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALANCEDCARE COMMUNITY SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALANCEDCARE COMMUNITY SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALANCEDCARE COMMUNITY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BALANCEDCARE COMMUNITY SERVICES INC?
- The 990 for the year ended December 31, 2025 names Jason Tracy.
- Who are the officers and directors of BALANCEDCARE COMMUNITY SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BALANCEDCARE COMMUNITY SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,596,701, expenses of $1,567,543 and total assets of $12,801,773 at year end.
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