Civic Intelligence

Balance Inc.

990 • Fiscal year 2013 • EIN 39-1771303

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization ProfileWWW.BALANCEINC.ORG
1350 14th AveGrafton, WI 53024

(262) 268-6811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.50x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

74th percentile

$102,532

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,985,991

Up $46,071 (+2.4%) from 2012

Net Assets

Up

$991,509

Up $60,750 (+6.5%) from 2012

Liabilities

Down

$994,482

Down $14,679 (-1.5%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

$2,881,012

No earlier filing loaded for comparison.

Expenses

Up

$2,829,000

Up $211,130 (+8.1%) from 2012

Net Income

$52,012

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$1,985,991
Liabilities$994,482
Net Assets$991,509
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$2,881,012
Expenses$2,829,000
Net Income$52,012
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.0
Gross Receipts
$2,881,012
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 and Sheboygan Counties.

Balance, inc. Is dedicated to improving the quality of life for persons with developmental disabilities. This is achieved through positive, proactive involvement that empowers each individual in determining the direction of his or her life. Services are provided to the individual which promote and respond to their personal goals, needs, dreams and desires. Services are provided to the community by increasing capacity to embrace individuals with developmental disabilities. Balance, inc. Also strives to provide services in a cost-effective manner that minimizes financial burden and maximizes potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,217,335$1,230,077▲ $12,742
Accounts Receivable$247,984$340,280▲ $92,296
Cash and Non-Interest-Bearing Accounts$364,498$263,492▼ $101,006
Investments Other Securities$54,663$63,401▲ $8,738
Savings and Temporary Cash Investments$36,254$36,871▲ $617
Prepaid Expenses and Deferred Charges$16,936$32,338▲ $15,402
Pledges and Grants Receivable$0$14,713▲ $14,713
Total Assets$1,939,920$1,985,991▲ $46,071
Other Assets Total$2,250$4,819▲ $2,569
Liabilities
Mortgage Notes Payable Secured by Investment Property$864,139$835,343▼ $28,796
Accounts Payable and Accrued Expenses$145,022$159,139▲ $14,117
Total Liabilities$1,009,161$994,482▼ $14,679
Net Assets / Fund Balance
Unrestricted Net Assets$927,807$932,534▲ $4,727
Temporarily Rstr Net Assets$477$56,500▲ $56,023
Permanently Rstr Net Assets$2,475$2,475→ $0
Total Net Assets Fund Balance$930,759$991,509▲ $60,750
Total Liabilities and Net Assets / Fund Balance$1,939,920$1,985,991▲ $46,071

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$819,955$192,231$1,012,186
Land$303,300-$303,300
Other Land Buildings$73,377$217,924$291,301
Equipment$31,406$10,802$42,208
Leasehold Improvements$2,039$201$2,240

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$54,663-▲ $9,010-$63,401
2012$48,792-▲ $6,115-$54,663
2011$30,314$20,000▼ $1,304-$48,792
2010$26,597$500▲ $3,353-$30,314
2009$20,376$2,000▲ $4,324-$26,597
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig ModahlChief Operating OfficerFT$102,032$500$102,532

Board Members and Trustees

NameTitle
Don CairnsPresident
John HackettVice-president
Chris FraserDirector
David BerousekDirector
Duane NadolskiDirector
Gene KreienbrinkDirector
Janice KlemzDirector
Lanny PolanskyDirector
Mary WinkelDirector
Praveen KrishnamurtiDirector
Rosa TorresDirector
Susan HickeyDirector
Wayne WhiteheadSecretary
Art YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,560
Program Service Revenue
$2,725,834
Investment Income
$618
Other Revenue
$0
All Other Contributions
$135,560
Change in Net Assets
$52,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,881,012
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,738
Total Revenue per Audited Statements
$2,889,750
Total Revenue per Form 990
$2,881,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,301,875
Other Expenses$527,125
Total Fundraising Expense$94,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,466,785$191,735$69,563$1,728,083
Other Employee Benefits$253,969$53,750$7,892$315,611
Payroll Taxes$128,957$21,132$6,060$156,149
Occupancy$114,930$20,816$260$136,006
Current Officers, Directors, Trustees, and Key Employees-$96,930$5,102$102,032
Depreciation Depletion$58,833$3,225$149$62,207
All Other Expenses$34,254$5,246$2,895$42,395
Interest$41,844--$41,844
Fees for Services Accounting-$31,827-$31,827
Information Technology$11,970$13,897$2,146$28,013
Insurance$18,208$477-$18,685
Other Expenses$15,189$254$50$15,443
Office Expenses$1,050$1,969$251$3,270
Advertising--$492$492
Total Functional Expenses$2,291,207$442,933$94,860$2,829,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,829,000
Total Expenses per Audited Statements$2,829,000
Total Expenses per Form 990$2,829,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Sandy modahl, director of supported living is the wife of craig modahl, chief operating officer. Wayne whitehead, an officer and board member, has a contract to serve as "interim" ceo. Two board members have a family member who is a client. One board member has a family member who is an employee. One board member is a client of the organization.”

Form 990, Part VI, Section A, Line 3

“In september the board voted to add a ceo to the organization. They have installed a director as an "interim ceo."”

Form 990, Part VI, Section A, Line 4

“Changes to the bylaws were made during 2013. Significant changes include the following: 1. The number of board members increased from seven to between nine and twenty-one. 2. The by-laws created new positions for ceo and coo in place of the executive director position.”

Form 990, Part VI, Section B, Line 11

“A designated committee of the board reviews the 990 before it is filed.”

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

“The board of directors monitors the policy throughout the year.”

Form 990, Part VI, Section B, Line 15

“The process is completed by the compensation committee of the board.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
39-1771303
Phone
2622686811

Signing Officer

Name
Wayne Whitehead
Title
Secretary
Phone
2622686811
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Whitehead
Formed
1991
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
136
Volunteers
65

Preparer

Preparer
Kelly M Schafer CPA
Phone
9204580341
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Center for community supported living is a new program that is designed to provide additional support services for people with developmental disabilities who live in the community in their own homes. This program offers planning assistance, a drop-in center and assistance with making connections with the community.”

FORM 990, PART XII, LINE 2C:

“The board of directors approves hiring of auditors and reviews audited financial statements”

Raw XML AppendixShowing 400 of 561 raw XML fields

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/ActivityOrMissionDesc0BALANCE, INC. IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THIS IS ACHIEVED THROUGH POSITIVE, PROACTIVE INVOLVEMENT THAT EMPOWERS EACH INDIVIDUAL IN DETERMINING THE DIRECTION OF HIS OR HER LIFE. SERVICES ARE PROVIDED TO THE INDIVIDUAL WHICH PROMOTE AND RESPOND TO THEIR PERSONAL GOALS, NEEDS, DREAMS AND DESIRES. SERVICES ARE PROVIDED TO THE COMMUNITY BY INCREASING CAPACITY TO EMBRACE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. BALANCE, INC. ALSO STRIVES TO PROVIDE SERVICES IN A COST-EFFECTIVE MANNER THAT MINIMIZES FINANCIAL BURDEN AND MAXIMIZES POTENTIAL.
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IRS990/Desc0ADULT FAMILY HOMES: THESE SMALL HOMES, WHERE TWO OR THREE PEOPLE WITH DEVELOPMENTAL DISABILITIES WHO REQUIRE A HIGH LEVEL OF SUPPORT, ARE LOCATED IN RESIDENTIAL NEIGHBORHOODS. INDIVIDUALS IN THESE HOMES MAY REQUIRE ONE TO ONE SUPPORT DURING ALL OF THEIR WAKING HOURS DUE TO MEDICAL NEEDS AND/OR COGNITIVE DISABILITIES. THE HOMES PROVIDE A SETTING THAT ASSURES PARTICIPATION IN THE BROADER COMMUNITY WHILE PROVIDING THE SUPPORT THAT NURTURES GROWTH AND HEALTH. BALANCE OPERATES SEVEN OF THESE HOMES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02881012
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02146
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013897
IRS990/InformationTechnologyGrp/ProgramServicesAmt011970
IRS990/InformationTechnologyGrp/TotalAmt028013
IRS990/InsuranceGrp/ManagementAndGeneralAmt0477
IRS990/InsuranceGrp/ProgramServicesAmt018208
IRS990/InsuranceGrp/TotalAmt018685
IRS990/InterestGrp/ProgramServicesAmt041844
IRS990/InterestGrp/TotalAmt041844
IRS990/InvestmentIncomeGrp/ExclusionAmt0618
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0618
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt054663
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt063401
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01230077
IRS990/LandBldgEquipCostOrOtherBssAmt01651235
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BALANCE, INC. IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THIS IS ACHIEVED THROUGH POSITIVE, PROACTIVE INVOLVEMENT THAT EMPOWERS EACH INDIVIDUAL IN DETERMINING THE DIRECTION OF HIS OR HER LIFE. SERVICES ARE PROVIDED TO THE INDIVIDUAL WHICH PROMOTE AND RESPOND TO THEIR PERSONAL GOALS, NEEDS, DREAMS AND DESIRES. SERVICES ARE PROVIDED TO THE COMMUNITY BY INCREASING CAPACITY TO EMBRACE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. BALANCE, INC. ALSO STRIVES TO PROVIDE SERVICES IN A COST-EFFECTIVE MANNER THAT MINIMIZES FINANCIAL BURDEN AND MAXIMIZES POTENTIAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0864139
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0835343
IRS990/NetAssetsOrFundBalancesBOYAmt0930759
IRS990/NetAssetsOrFundBalancesEOYAmt0991509
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08738
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0260
IRS990/OccupancyGrp/ManagementAndGeneralAmt020816
IRS990/OccupancyGrp/ProgramServicesAmt0114930
IRS990/OccupancyGrp/TotalAmt0136006
IRS990/OfficeExpensesGrp/FundraisingAmt0251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01969
IRS990/OfficeExpensesGrp/ProgramServicesAmt01050
IRS990/OfficeExpensesGrp/TotalAmt03270
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02250
IRS990/OtherAssetsTotalGrp/EOYAmt04819
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07892
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053750
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0253969
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0315611
IRS990/OtherExpensesGrp/Desc0FUEL
IRS990/OtherExpensesGrp/Desc1MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc2GROCERIES
IRS990/OtherExpensesGrp/Desc3HOUSE/PROGRAM SITE SUPP
IRS990/OtherExpensesGrp/FundraisingAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0742
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3254
IRS990/OtherExpensesGrp/ProgramServicesAmt056471
IRS990/OtherExpensesGrp/ProgramServicesAmt152634
IRS990/OtherExpensesGrp/ProgramServicesAmt236113
IRS990/OtherExpensesGrp/ProgramServicesAmt315189
IRS990/OtherExpensesGrp/TotalAmt057263
IRS990/OtherExpensesGrp/TotalAmt153366
IRS990/OtherExpensesGrp/TotalAmt236314
IRS990/OtherExpensesGrp/TotalAmt315443
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069563
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0191735
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01466785
IRS990/OtherSalariesAndWagesGrp/TotalAmt01728083
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06060
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021132
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128957
IRS990/PayrollTaxesGrp/TotalAmt0156149
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02475
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02475
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014713
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016936
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032338
IRS990/PrincipalOfficerNm0WAYNE WHITEHEAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0ADULT FAMILY HOMES
IRS990/ProgramServiceRevenueGrp/Desc1DAY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3SUMMER RECREATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01507109
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1993603
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2196022
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt329100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01507109
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1993603
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2196022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329100
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY SERVICES: THESE ARE COMMUNITY BASED SERVICES THAT PROVIDE THE OPPORTUNITY AND SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO BE AN ACTIVE, PARTICIPATING MEMBER OF THE COMMUNITY. THIS IS ACCOMPLISHED THROUGH RECREATION/LEISURE ACTIVITIES, THERAPIES, SKILL BUILDING ACTIVITIES AND VOLUNTEERISM. INDIVIDUALS SPEND MOST OF THEIR DAY IN COMMUNITY SETTINGS RATHER THAN SHELTERED LOCATIONS. ASSISTANCE IS PROVIDED IN 1:1, 1:2 OR 1:4 STAFF TO PARTICIPANT RATIO. TRANSPORTATION IS ALSO PROVIDED AS A PART OF THIS SERVICE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0896711
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0993603
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED LIVING SERVICES: THIS PROGRAM ASSISTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WHO LIVE IN THEIR OWN HOMES IN THE COMMUNITY. BALANCE GOES TO EACH PERSONS HOME AND PROVIDES THE SUPPORT THEY REQUIRE AND HELPS THEM CONNECT WITH THE COMMUNITY AROUND THEM. THIS IS THE MOST COMMUNITY-INCLUSIVE, INDEPENDENT AND COST EFFECTIVE RESIDENTIAL SUPPORT THAT ENSURES NECESSARY SERVICES ARE IN PLACE. THIS PROGRAM ENCOURAGES SELF-DIRECTION AND HONORS INDIVIDUAL CHOICES IN A PERSONS LIFESTYLE. BALANCE CURRENTLY SERVES 40 INDIVIDUALS LIVING IN THEIR OWN HOMES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0180516
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0196022
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUMMER RECREATION: THIS PROGRAM IS FOR CHILDREN BETWEEN THE AGES OF 5 AND 15 WHO HAVE DEVELOPMENTAL DISABILITIES. THE PROGRAM PROVIDES A FOUR WEEK DAY CAMP WITH THE ASSISTANCE OF HIGH SCHOOL AND COLLEGE AGE MENTORS. EACH DAY THE GROUP OF 24 CHILDREN AND 30 VOLUNTEERS TRAVEL TO BEACHES, WATER PARKS, NATURE PRESERVES, MUSEUMS, AMUSEMENT PARKS, ETC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt033677
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt029100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0108746
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06376
IRS990/PYOtherExpensesAmt0432172
IRS990/PYOtherRevenueAmt01060
IRS990/PYProgramServiceRevenueAmt02643492
IRS990/PYRevenuesLessExpensesAmt0141804
IRS990/PYSalariesCompEmpBnftPaidAmt02185698
IRS990/PYTotalExpensesAmt02617870
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02759674
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01507109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036871
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02880394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02752238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02487208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02315772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02280671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012716283
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0631
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0628
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01877
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01060
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt012716283
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02880394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02752238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02487208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02315772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02280671
IRS990ScheduleA/Total509Grp/TotalAmt012716283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02881012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02753929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02487836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02315772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02280671
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012719220
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,985,991
Liabilities
$994,482
Net assets
$991,509
Revenue
$2,881,012
Expenses
$2,829,000
Net income
$52,012
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
2013Detailed filing. Detailed filing data is available for this year.$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