Civic Intelligence

Balance Inc

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.

1350 14th Ave STE 4Grafton, WI 53024-1990

www.balanceinc.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.14x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$104,443

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.9%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.7%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,728,350Liabilities 2011: $945,266Net Assets 2011: $783,0842011Assets 2012: $1,939,920Liabilities 2012: $1,009,161Net Assets 2012: $930,7592012Assets 2013: $1,985,991Liabilities 2013: $994,482Net Assets 2013: $991,5092013Assets 2014: $2,429,276Liabilities 2014: $1,521,121Net Assets 2014: $908,1552014Assets 2015: $2,286,876Liabilities 2015: $1,601,365Net Assets 2015: $685,5112015Assets 2016: $1,891,087Liabilities 2016: $1,273,793Net Assets 2016: $617,2942016Assets 2017: $1,882,577Liabilities 2017: $1,124,802Net Assets 2017: $757,7752017Assets 2018: $2,212,413Liabilities 2018: $1,478,422Net Assets 2018: $733,9912018Assets 2019: $2,458,555Liabilities 2019: $1,571,666Net Assets 2019: $886,8892019Assets 2020: $2,583,310Liabilities 2020: $1,313,546Net Assets 2020: $1,269,7642020Assets 2021: $2,954,266Liabilities 2021: $773,002Net Assets 2021: $2,181,2642021Assets 2022: $2,818,679Liabilities 2022: $732,621Net Assets 2022: $2,086,0582022Assets 2023: $2,650,036Liabilities 2023: $636,389Net Assets 2023: $2,013,6472023Assets 2024: $2,753,063Liabilities 2024: $547,860Net Assets 2024: $2,205,2032024

Highlighted filing

2024

Assets$2,753,063
Liabilities$547,860
Net Assets$2,205,203

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,361,4922011Expenses 2012: $2,617,8702012Revenue 2013: $2,881,012Expenses 2013: $2,829,000Net Income 2013: $52,0122013Revenue 2014: $2,854,311Expenses 2014: $2,942,055Net Income 2014: -$87,7442014Revenue 2015: $2,955,465Expenses 2015: $3,176,454Net Income 2015: -$220,9892015Revenue 2016: $3,214,338Expenses 2016: $3,288,654Net Income 2016: -$74,3162016Revenue 2017: $3,391,536Expenses 2017: $3,266,694Net Income 2017: $124,8422017Revenue 2018: $3,624,537Expenses 2018: $3,690,849Net Income 2018: -$66,3122018Revenue 2019: $4,192,238Expenses 2019: $4,067,790Net Income 2019: $124,4482019Revenue 2020: $4,311,382Expenses 2020: $3,936,838Net Income 2020: $374,5442020Revenue 2021: $4,918,041Expenses 2021: $3,992,133Net Income 2021: $925,9082021Revenue 2022: $3,634,835Expenses 2022: $3,631,954Net Income 2022: $2,8812022Revenue 2023: $3,570,780Expenses 2023: $3,678,258Net Income 2023: -$107,4782023Revenue 2024: $3,846,720Expenses 2024: $3,665,179Net Income 2024: $181,5412024

Highlighted filing

2024

Revenue$3,846,720
Expenses$3,665,179
Net Income$181,541

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.55$2.21$3.85$3.67$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.64$2.01$3.57$3.68$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.73$2.09$3.63$3.63$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.77$2.18$4.92$3.99$0.93
2020Detailed filing. Detailed filing data is available for this year.$2.58$1.31$1.27$4.31$3.94$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.57$0.89$4.19$4.07$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$1.48$0.73$3.62$3.69$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$1.12$0.76$3.39$3.27$0.12
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.89$1.27$0.62$3.21$3.29$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$1.60$0.69$2.96$3.18$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$1.52$0.91$2.85$2.94$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.99$0.99$2.88$2.83$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.01$0.93$2.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.95$0.78$2.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$3,912,420
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Malorie KingCEO partial yrFT$91,691$12,752$104,443
Jordan LuhrCEO partial yrPT$45,891$1,836$47,727

Board Members and Trustees

NameTitle
Jessica LiebauCo-Chair
Pete ZakCo-Chair
Rebecca Jackson started in 2025CEO/Executive Director
Andrew BernsDirector
Charlie Ann RykwalderDirector
Gregory BanachDirector
Jennifer QuadracciDirector
Joanne PetersDirector
Kate AnsayDirector
Ron IrwinDirector
Sara EngelDirector
Tarrah BeyerSecretary
Jon VancosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$456,655
Program Service Revenue
$3,372,523
Investment Income
$29,756
Other Revenue
$-12,214
All Other Contributions
$232,739
Change in Net Assets
$181,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,840,461
Revenue Not Reported on Financial Statements
$6,259
Revenue Not Reported on Form 990
$25,770
Total Revenue per Audited Statements
$3,866,231
Total Revenue per Form 990
$3,846,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$61,915
Fundraising Gross Income$48,910
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$257,826$48,910$4,467$44,443
Total Events$257,826$48,910$61,915$-13,005
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owner is husband of Malorie King, CEOConstruction work in several of Balance owned/leased properties.No$19,393
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$12,771
Federal income taxes$11,267
Finance Lease Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance committee reviews, forwards to the executive committee and then to the full board for approval.

Form 990, Part VI, Section B, Line 12C

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.

Form 990, Part VI, Section B, Line 15A

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.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Balance Inc
EIN
39-1771303
Phone
2628223086
Address
1350 14th Ave STE 4, Grafton, WI 53024-1990

Signing Officer

Name
Rebecca Jackson
Title
CEOExecutive Director
Phone
2628223086
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Jackson
Formed
1993
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
125
Volunteers
46

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Richelle Kobza
Phone
4147740300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 23,245, Grants and allocations 0, Revenue 40,599 Supportive Living Program

Form 990, Part III, Line 4C

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.

Form 990, Part III, Line 4D

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.

Financial Statement Notes

V 4

Balances endowment consists of a general endowment fund to support the mission of Balance

XI Line 2D

Special Event Expenses15,755

XII Line 2D

Special Events Expenses15,755

IV Line 1B

Balance maintains custodial responsibility for the financial accounts of some of the residents in their program.

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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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IRS990/Form990PartVIISectionAGrp/PersonNm0Malorie King
IRS990/Form990PartVIISectionAGrp/PersonNm1Jordan Luhr
IRS990/Form990PartVIISectionAGrp/PersonNm2Pete Zak
IRS990/Form990PartVIISectionAGrp/PersonNm3Jessica Liebau
IRS990/Form990PartVIISectionAGrp/PersonNm4Jon Vancos
IRS990/Form990PartVIISectionAGrp/PersonNm5Tarrah Beyer
IRS990/Form990PartVIISectionAGrp/PersonNm6Kate Ansay
IRS990/Form990PartVIISectionAGrp/PersonNm7Andrew Berns
IRS990/Form990PartVIISectionAGrp/PersonNm8Sara Engel
IRS990/Form990PartVIISectionAGrp/PersonNm9Ron Irwin
IRS990/Form990PartVIISectionAGrp/PersonNm10Joanne Peters
IRS990/Form990PartVIISectionAGrp/PersonNm11Jennifer Quadracci
IRS990/Form990PartVIISectionAGrp/PersonNm12Charlie Ann Rykwalder
IRS990/Form990PartVIISectionAGrp/PersonNm13Gregory Banach
IRS990/Form990PartVIISectionAGrp/PersonNm14Rebecca Jackson started in 2025
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IRS990/MissionDesc0Balance 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
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IRS990/ProgSrvcAccomActy2Grp/Desc0Adult 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/ExpenseAmt0838741
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01018826
IRS990/ProgSrvcAccomActy3Grp/Desc0Childrens 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.
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