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BALANCEDCARE COMMUNITY SERVICES INC

EIN 83-3482550 ROCHESTER, NY

Browse the largest nonprofits in New York

Revenue 2025
$1,596,701
Expenses 2025
$1,567,543

Program services were 73.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P20
Classification
1000
Street
1050 UNIVERSITY AVE STE A

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE A). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2025

Mission

Provide trusted financial and fiduciary solutions for vulnerable populations.

Activities or mission (Part I)

We provide trusted financial and fiduciary solutions for vulnerable populations.

  • 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

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Edward Saresky

    Vice-Chairman

    Total calculated
    $0
    Hours/week
    0.2
  • Heather Bach

    Director

    Total calculated
    $0
    Hours/week
    0.2
  • Steve Phillips

    Chairman

    Total calculated
    $0
    Hours/week
    0.2
  • Stephen LaSalle II

    Secretary

    Total calculated
    $0
    Hours/week
    0.2
  • Terry Allenbrandt

    Treasurer

    Total calculated
    $0
    Hours/week
    0.2
  • Jason Tracy

    Chief Executive Officer

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $1,596,701
    Expenses
    $1,567,543
    Contributions
    $74,536
    Grants paid
    $0
  • 2024
    Revenue
    $1,412,918
    Expenses
    $1,497,586
    Contributions
    $58,752
    Grants paid
    $0
  • 2023
    Revenue
    $1,221,574
    Expenses
    $1,269,021
    Contributions
    $95,936
    Grants paid
    $0
  • 2022
    Revenue
    $953,003
    Expenses
    $953,411
    Contributions
    $25,214
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $966,987
    Expenses
    $916,963
    Assets (EOY)
    $8,442,114
  • 2020 · 990

    Revenue
    $805,861
    Expenses
    $829,500
    Assets (EOY)
    $7,152,215

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2019

Tax period
1 January 2019 to 31 December 2019
Principal officer
Jason Tracy
Mailing address
1000 University Avenue No 900Rochester NY 14607
Website
www.balanced-care.org

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.