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Balance Fund Inc

Bloomington, Indiana · EIN 99-1105175 · Community Improvement · tax-exempt since 2024

F

Charity Clarity grade F (score 24.8 of 100), based on the Form 990 for the year ended December 2025.

Graded against 25,209 community improvement nonprofits with revenue $100K–$500K filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.7,412.9 months0
GovernanceBoard independence, key policies and audit, per the 990.18% of practices18
Revenue spreadHow much revenue rests on one type of income.94% from one source35
Filing recordOn-time, complete filings, year after year.100%100

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Dec 2025Form 990$427K$690$426K$426K7,412.90F

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation:

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