Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
EIN 39-1771303 • 501(c)3 • Grafton, WI
Profile
Balance is an organization dedicated to improving the quality of life for persons with developmental disabilities.we provide services to individuals that promote and respond to their personal goals, desires, needs and dreams. We strive to empower each individual in determining the direction of his or her life.our services enhance the communities' capacity to understand and embrace persons with developmental disabilities. We are committed to provide services which maximize individual potential, while acting as prudent stewards of our resources.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 2.7% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Assets
Up$2,753,063
Up $103,027 (+3.9%) from 2023
Liabilities
Down$547,860
Down $88,529 (-14%) from 2023
Net Assets
Up$2,205,203
Up $191,556 (+9.5%) from 2023
Revenue
Up$3,846,720
Up $275,940 (+7.7%) from 2023
Expenses
Down$3,665,179
Down $13,079 (-0.4%) from 2023
Net Income
Up$181,541
Up $289,019 (+269%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
Balance, inc. Is dedicated to improving the quality of life for persons with developmental disabilities. Balance operates adult family homes, supportive apartment services, day services, and children's programs in ozaukee county.
Dedicated to improving the quality of life for adults and children with intellectual and develomental disabilities by providing programs that promote and respond to each persons goals, dreams and needs.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $1,367,040 | $1,279,204 | ▼ $87,836 |
| Investments in Publicly Traded Securities | $606,480 | $639,390 | ▲ $32,910 |
| Savings and Temporary Cash Investments | - | $428,703 | - |
| Accounts Receivable | $185,385 | $203,176 | ▲ $17,791 |
| Pledges and Grants Receivable | $4,687 | $89,497 | ▲ $84,810 |
| Cash and Non-Interest-Bearing Accounts | $400,675 | $56,959 | ▼ $343,716 |
| Prepaid Expenses and Deferred Charges | $4,121 | $29,727 | ▲ $25,606 |
| Total Assets | $2,650,036 | $2,753,063 | ▲ $103,027 |
| Other Assets Total | $81,648 | $26,407 | ▼ $55,241 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $431,896 | $419,542 | ▼ $12,354 |
| Accounts Payable and Accrued Expenses | $125,411 | $104,280 | ▼ $21,131 |
| Other Liabilities | $79,082 | $24,038 | ▼ $55,044 |
| Total Liabilities | $636,389 | $547,860 | ▼ $88,529 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,003,089 | $2,113,346 | ▲ $110,257 |
| Net Assets With Donor Restrictions | $10,558 | $91,857 | ▲ $81,299 |
| Total Net Assets Fund Balance | $2,013,647 | $2,205,203 | ▲ $191,556 |
| Total Liabilities and Net Assets / Fund Balance | $2,650,036 | $2,753,063 | ▲ $103,027 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $781,436 | $457,508 | $1,238,944 |
| Other Land Buildings | $89,583 | $471,344 | $560,927 |
| Land | $352,600 | - | $352,600 |
| Leasehold Improvements | $55,585 | $12,352 | $67,937 |
| Equipment | - | $53,755 | $53,755 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $606,480 | - | ▲ $39,169 | - | $639,390 |
| 2023 | $556,051 | - | ▲ $56,142 | - | $606,480 |
| 2022 | $441,636 | $200,000 | ▼ $81,389 | - | $556,051 |
| 2021 | $184,495 | $240,000 | ▲ $19,346 | - | $441,636 |
| 2020 | $124,260 | $50,000 | ▲ $11,755 | - | $184,495 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Malorie King | CEO partial yr | FT | $91,691 | $12,752 | $104,443 |
| Jordan Luhr | CEO partial yr | PT | $45,891 | $1,836 | $47,727 |
| Name | Title |
|---|---|
| Jessica Liebau | Co-Chair |
| Pete Zak | Co-Chair |
| Rebecca Jackson started in 2025 | CEO/Executive Director |
| Andrew Berns | Director |
| Charlie Ann Rykwalder | Director |
| Gregory Banach | Director |
| Jennifer Quadracci | Director |
| Joanne Peters | Director |
| Kate Ansay | Director |
| Ron Irwin | Director |
| Sara Engel | Director |
| Tarrah Beyer | Secretary |
| Jon Vancos | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $2,820,166 |
| Other Expenses | $845,013 |
| Total Fundraising Expense | $62,850 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $1,956,247 | $385,275 | - | $2,341,522 |
| Payroll Taxes | $152,450 | $32,987 | $2,520 | $187,957 |
| Occupancy | $128,410 | $33,866 | $11,795 | $174,071 |
| Current Officers, Directors, Trustees, and Key Employees | $54,781 | $62,324 | $35,065 | $152,170 |
| Other Employee Benefits | $127,089 | $11,428 | - | $138,517 |
| Depreciation Depletion | $115,617 | $2,769 | $995 | $119,381 |
| Insurance | $97,346 | $5,291 | $1,878 | $104,515 |
| Office Expenses | $67,173 | $15,353 | $1,712 | $84,238 |
| Fees for Services Accounting | - | $72,505 | - | $72,505 |
| Fees for Services Other | $15,681 | $49,348 | $212 | $65,241 |
| Travel | $31,472 | $2,601 | $1,505 | $35,578 |
| Information Technology | $24,852 | $1,318 | $466 | $26,636 |
| Interest | $22,139 | $29 | $10 | $22,178 |
| Fees for Service Investment Mgmnt Fees | - | $6,259 | - | $6,259 |
| Fees for Services Legal | - | $4,769 | - | $4,769 |
| Other Expenses | $3,617 | $851 | $53 | $4,521 |
| Advertising | - | $2,960 | - | $2,960 |
| Conferences and Meetings | - | $1,039 | $100 | $1,139 |
| Total Functional Expenses | $2,906,850 | $695,479 | $62,850 | $3,665,179 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $3,674,675 |
| Total Expenses per Form 990 | $3,665,179 |
| Expenses per Audited Statements | $3,658,920 |
| Expenses Not Reported on Form 990 | $15,755 |
| Expenses Not Reported on Financial Statements | $6,259 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $61,915 |
| Fundraising Gross Income | $48,910 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Gala | $257,826 | $48,910 | $4,467 | $44,443 |
| Total Events | $257,826 | $48,910 | $61,915 | $-13,005 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Owner is husband of Malorie King, CEO | Construction work in several of Balance owned/leased properties. | No | $19,393 |
| Liability | Amount |
|---|---|
| Operating Lease Liability | $12,771 |
| Federal income taxes | $11,267 |
| Finance Lease Liability | - |
“The finance committee reviews, forwards to the executive committee and then to the full board for approval.”
“Perceived conflict of interests often exist in organizations such as Balance. Board members volunteer in part because they have loved ones served by the organization. Other board members family members may take positions within the organization. Board members are required to disclose possible conflicts to the executive committee and withdraw from discussion and voting on the matter.”
“Personnel committee reviews accomplishments from each comittee chair and then recommends an increase to the executive committee for approval. The executive committee reviews the CEOs salary annually and any adjustments are recommended to the full board for approval.”
“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”
“Program Service Expenses 23,245, Grants and allocations 0, Revenue 40,599 Supportive Living Program”
“Staff in this program are Balance staff as well as volunteer community mentors, which provides a unique mentorship experience. The social skills program features a variety of social development activities as well as activities with community partners who are skilled in the arts, sciences and animal encounters. The Balance childrens summer recreation program offers a summer camp experience for children with disabilities between the ages of five and fifteen. Children in this program have the opportunity to explore and adventure at local and neighboring community recreation sites while connecting with peers, volunteer mentors and staff. The program currently offers two different three week sessions, accomodating approximately 48 kids. This program runs the from the third week of June through the first week of August. Activities include swimming, visiting museums, zoos, nature parks and preserves, water parks, picnics and more. This program is offered to children with developmental disabilities throughout Ozaukee county and is currently funded through the Ozaukee department of human services.”
“Other Program Services Supported Living - Balance has been supporting individuals with developmental disabilities in Ozaukee county since 1991. One of the many programs Balance runs is Supported Living, a flexible partnership that enables a person needing support to live in their own home with individualized assistance from Balance. Many individuals with developmental disabilities wish to live in their own homes or apartments in the community and do not require assistance around the clock. Community Supportive Living enables people to live in their own home, not a place that belongs to an agency. Home is at the center of our lives. It is home base for our relationships with friends and family. We choose who we live with, who we invite into our home, how we create our place with our own particular mix of decorations, colors, pictures and cherised items.”
“Balances endowment consists of a general endowment fund to support the mission of Balance”
“Special Event Expenses15,755”
“Special Events Expenses15,755”
“Balance maintains custodial responsibility for the financial accounts of some of the residents in their program.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 125411 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 104280 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 185385 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 203176 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | Dedicated to improving the quality of life for adults and children with intellectual and develomental disabilities by providing programs that promote and respond to each persons goals, dreams and needs. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 2960 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 2960 |
| IRS990/AllOtherContributionsAmt | 0 | 232739 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | O'Leary & Anick |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4147740300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 13400 Bishops Lane Suite 120 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Brookfield |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53005 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | true |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 400675 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 56959 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 35065 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 62324 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 54781 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 152170 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 100 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 1039 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1139 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContriRptFundraisingEventAmt | 0 | 208916 |
| IRS990/CreditCounselingInd | 0 | true |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 456655 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 29756 |
| IRS990/CYOtherExpensesAmt | 0 | 845013 |
| IRS990/CYOtherRevenueAmt | 0 | -12214 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3372523 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 181541 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2820166 |
| IRS990/CYTotalExpensesAmt | 0 | 3665179 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 62850 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3846720 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 995 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 2769 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 115617 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 119381 |
| IRS990/Desc | 0 | Adult Family HomesBalance owns operates 8 Adult Family Homes AFHs throughout Ozaukee County. Between 2-4 adults with IDD live collaboratively in each home where the goal is to balance support and independence. Balance provides a safe, emotionally stable, homey/family-like environment. We collaborate with each person and their support network to create an individual support plan, which outlines assistance and personal goals that promote being a valued, contributing member of their community. Each person is encouraged to grow daily and actively engage in every aspect of home lifeincluding meals, care of their home and self, recreation/leisure, personal goals and personal advocacy. In 2024 2 additional people moved into Balances homes. We received rate increases which aligned with the WI DHS minimum fee schedule for services. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 10558 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 91857 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 125 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1902400 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FederatedCampaignsAmt | 0 | 15000 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 72505 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 72505 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 4769 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4769 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 212 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 49348 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 15681 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 65241 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 6259 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 6259 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 040.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 030.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 002.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 002.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 002.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 002.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 040.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 12752 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 1836 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Malorie King |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Jordan Luhr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Pete Zak |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Jessica Liebau |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jon Vancos |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Tarrah Beyer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Kate Ansay |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Andrew Berns |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Sara Engel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Ron Irwin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Joanne Peters |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Jennifer Quadracci |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Charlie Ann Rykwalder |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Gregory Banach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Rebecca Jackson started in 2025 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 91691 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 45891 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CEO partial yr |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CEO partial yr |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Co-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Co-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | CEO/Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 208916 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 61915 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 48910 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -1585 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 2200 |
| IRS990/GrossReceiptsAmt | 0 | 3912420 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 466 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1318 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 24852 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 26636 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 1878 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5291 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 97346 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 104515 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 10 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 29 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 22139 |
| IRS990/InterestGrp/TotalAmt | 0 | 22178 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 31341 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 31341 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 606480 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 639390 |
| IRS990/IRPDocumentCnt | 0 | 15 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 985690 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1367040 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1279204 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2264894 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 3785 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | Balance is dedicated to improving life quality and building community capacity for full inclusion and empowerment of adults and children with IDD, while acting as prudent stewards of resources |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 431896 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 419542 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2013647 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2205203 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1585 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -13005 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 10015 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2003089 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2113346 |
| IRS990/NoncashContributionsAmt | 0 | 17835 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 11795 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 33866 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 128410 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 174071 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1712 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 15353 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 67173 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 84238 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 81648 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 26407 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 11428 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 127089 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 138517 |
| IRS990/OtherExpensesGrp/Desc | 0 | Food Beverage |
| IRS990/OtherExpensesGrp/Desc | 1 | Dues Subscriptions |
| IRS990/OtherExpensesGrp/Desc | 2 | Activities |
| IRS990/OtherExpensesGrp/Desc | 3 | Miscellaneous |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 249 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 6272 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 18 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 53 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1613 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2844 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 50 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 851 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 63612 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 16372 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 29992 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 3617 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 65474 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 25488 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 30060 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 4521 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 79082 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 24038 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Miscellaneous |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 791 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 791 |
| IRS990/OtherRevenueTotalAmt | 0 | 791 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 385275 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1956247 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2341522 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2520 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 32987 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 152450 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 187957 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 4687 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 89497 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 4121 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 29727 |
| IRS990/PrincipalOfficerNm | 0 | Rebecca Jackson |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 624100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Program Service Fees |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3372523 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3372523 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Adult Day ProgramBalance offers facility-based adult day services for adults with IDD. The facility space is used to convene at the beginning and end of each day while the majority of our program occurs through active engagement in the surrounding community. Participants in the Adult Day Program are supported by team members either individually, as a group of 2, or larger groups of 4-5 people. The philosophy at Balance is to maximize engagement in community life, which is accomplished through daily social and civic interactions that enrich health, creativity, new experiences, socialization, community inclusion, and volunteer opportunities for community contribution. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 838741 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 1018826 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Childrens Programs Balances social skills program for children developed as an organic response to the resounding need for more community based, supportive opportunities for children with IDD. Beginning in January of 209 as a once-a-week session for children aged 5-17, the program now offers 14-week sessions each Spring and Fall, with Tuesdays focuesd on children aged 5-12 and Thursdays focused on children aged 12-17, and a Summer Rec program for children aged 5-15. In alignment with Balances mission and vision, these programs strive to provide support and opportunities for personal growth, social connection, and new hands-on experiences. Children are supported either indivdually or in groups of 2 for uniquely tailored experiences. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 142464 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 418357 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 29233 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 856769 |
| IRS990/PYOtherRevenueAmt | 0 | -7579 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3130769 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -107478 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2821489 |
| IRS990/PYTotalExpensesAmt | 0 | 3678258 |
| IRS990/PYTotalRevenueAmt | 0 | 3570780 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 181541 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 2313098 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 428703 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 456655 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 418357 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 375572 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1711803 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1143235 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4105622 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 31341 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 29788 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 36025 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8367 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13646 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 119167 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 15920050 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 791 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 791 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.96550 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.96590 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 4079634 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 25988 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
No mirrored PDF or thumbnail assets are attached yet.