Civic Intelligence

Balance Inc.

990 • Fiscal year 2014 • EIN 39-1771303

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 04, 2015

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

83rd percentile

0.63x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.53x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

31st percentile

-3.1%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

66th percentile

$92,096

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-0.9%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,429,276

Up $443,285 (+22%) from 2013

Net Assets

Down

$908,155

Down $83,354 (-8.4%) from 2013

Liabilities

Up

$1,521,121

Up $526,639 (+53%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin31st percentile

Revenue

Down

$2,854,311

Down $26,701 (-0.9%) from 2013

Expenses

Up

$2,942,055

Up $113,055 (+4.0%) from 2013

Net Income

Down

-$87,744

Down $139,756 (-269%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2014

Assets$2,429,276
Liabilities$1,521,121
Net Assets$908,155
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

2014

Revenue$2,854,311
Expenses$2,942,055
Net Income-$87,744
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 4, 2015
Return Version
2014v5.0
Gross Receipts
$2,858,603
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$1,230,077$1,822,626▲ $592,549
Accounts Receivable$340,280$280,346▼ $59,934
Savings and Temporary Cash Investments$36,871$113,987▲ $77,116
Cash and Non-Interest-Bearing Accounts$263,492$102,772▼ $160,720
Investments Other Securities$63,401$92,791▲ $29,390
Pledges and Grants Receivable$14,713$0▼ $14,713
Prepaid Expenses and Deferred Charges$32,338$11,935▼ $20,403
Total Assets$1,985,991$2,429,276▲ $443,285
Other Assets Total$4,819$4,819→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$835,343$1,425,725▲ $590,382
Accounts Payable and Accrued Expenses$159,139$95,396▼ $63,743
Total Liabilities$994,482$1,521,121▲ $526,639
Net Assets / Fund Balance
Unrestricted Net Assets$932,534$889,402▼ $43,132
Temporarily Rstr Net Assets$56,500$16,278▼ $40,222
Permanently Rstr Net Assets$2,475$2,475→ $0
Total Net Assets Fund Balance$991,509$908,155▼ $83,354
Total Liabilities and Net Assets / Fund Balance$1,985,991$2,429,276▲ $443,285

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,245,005$231,030$1,476,035
Land$424,000-$424,000
Other Land Buildings$101,980$250,732$352,712
Equipment$43,439$8,017$51,456
Leasehold Improvements$8,202$341$8,543

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$63,401$25,000▲ $4,800-$92,791
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
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Craig ModahlChief Operating OfficerFT$92,096$92,096
Wayne WhiteheadSecretary, CEOFT$83,333$83,333
Donna PedersonBookkeeping SpecialistFT$42,779$42,779

Board Members and Trustees

NameTitle
Don CairnsPresident
John HackettVice-president
Chadwick KellerDirector
Chris FraserDirector
David BerousekDirector
Duane NadolskiDirector
Janice KlemzDirector
Lanny PolanskyDirector
Mary WinkelDirector
Peter ZakDirector
Praveen KishnamurtiDirector
Art YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,178
Program Service Revenue
$2,780,755
Investment Income
$-3,622
Other Revenue
$0
All Other Contributions
$58,935
Change in Net Assets
$-87,744

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,854,311
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,682
Total Revenue per Audited Statements
$2,862,993
Total Revenue per Form 990
$2,854,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,291,922
Other Expenses$650,133
Total Fundraising Expense$15,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,540,061$100,997-$1,641,058
Other Employee Benefits$221,998$49,454$409$271,861
Current Officers, Directors, Trustees, and Key Employees-$212,027$6,181$218,208
Payroll Taxes$138,423$21,886$486$160,795
Occupancy$116,725$26,783-$143,508
Fees for Services Other-$82,150-$82,150
Depreciation Depletion$64,949$5,243-$70,192
Information Technology$22,889$21,551$1,707$46,147
Interest$41,797--$41,797
All Other Expenses$22,161$11,409$2,381$35,951
Fees for Services Accounting-$29,045-$29,045
Other Expenses$17,004$336-$17,340
Office Expenses$9,804$5,040$45$14,889
Insurance$12,190--$12,190
Advertising-$1,820$4,545$6,365
Fees for Services Legal$1,500--$1,500
Total Functional Expenses$2,354,024$572,277$15,754$2,942,055

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,946,347
Expenses per Audited Statements$2,942,055
Total Expenses per Form 990$2,942,055
Expenses Not Reported on Form 990$4,292
Expenses Not Reported on Financial Statements$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
No
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. Sandy and craig left the organization in 2014. 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

“Management duties are performed by wayne whitehead, a consultant, who has been contracted as interim ceo through december 31, 2014.”

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

Filer Name
Balance Inc
EIN
39-1771303
Phone
2622686811
Address
1350 14TH AVE, GRAFTON, WI 53024

Signing Officer

Name
Wayne Whitehead
Title
Secretary
Phone
2622686811
Signed
2015-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Whitehead
Formed
1991
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
154
Volunteers
65

Preparer

Firm
Schenck Sc
Address
712 RIVERFRONT DRIVE STE 301, SHEBOYGAN, WI 53081
Preparer
Kelly M Schafer CPA
Phone
9204580341
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Supported employment services: services for individuals with developmental disabilities that allow them to participate in and make decisions regarding their vocational futures. In partnership with the participant, we assist in identifying their vocational goals, provide technical assistance and guidance to individually pursue, obtain and maintain employment suited to their abilities and interests. Additional support is also provided in the workplace to ensure a positive, healthy work environment that will eventually lead to independence, increased self-sufficiency and full inclusion into the community. 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”

Financial Statement Notes

PART X, LINE 2:

“The organization follows the guidance for accounting for uncertainties in income taxes which is part of financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes. This guidance increases the relevancy and comparability of financial reporting by clarifying the way entities account for uncertainties in income taxes for tax positions taken or expected to be taken. It makes recognition and measurement more consistent as well as offering clear criteria for subsequently recognizing, derecognizing and measuring such tax positions for financial statement purposes. Penalties and interest assessed by income taxing authorities are included in management and general expenses, if applicable. The organization had no interest and penalties related to income taxes for the years ended december 31, 2014 and 2013. The organization's federal returns are subject to examination generally for three years after they are filed and its state returns generally for four years after they are filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets 4,292.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets 4,292.”

Raw XML AppendixShowing 400 of 580 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/Desc0ADULT FAMILY HOMES: THESE SMALL HOMES, WHERE UP TO FOUR 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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOOKKEEPING SPECIALIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-4292
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02858603
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01707
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021551
IRS990/InformationTechnologyGrp/ProgramServicesAmt022889
IRS990/InformationTechnologyGrp/TotalAmt046147
IRS990/InsuranceGrp/ProgramServicesAmt012190
IRS990/InsuranceGrp/TotalAmt012190
IRS990/InterestGrp/ProgramServicesAmt041797
IRS990/InterestGrp/TotalAmt041797
IRS990/InvestmentIncomeGrp/ExclusionAmt0670
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0670
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt063401
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt092791
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0490120
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01230077
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01822626
IRS990/LandBldgEquipCostOrOtherBssAmt02312746
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04292
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/BOYAmt0835343
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01425725
IRS990/NetAssetsOrFundBalancesBOYAmt0991509
IRS990/NetAssetsOrFundBalancesEOYAmt0908155
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4292
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04390
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026783
IRS990/OccupancyGrp/ProgramServicesAmt0116725
IRS990/OccupancyGrp/TotalAmt0143508
IRS990/OfficeExpensesGrp/FundraisingAmt045
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05040
IRS990/OfficeExpensesGrp/ProgramServicesAmt09804
IRS990/OfficeExpensesGrp/TotalAmt014889
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04819
IRS990/OtherAssetsTotalGrp/EOYAmt04819
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0409
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049454
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0221998
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0271861
IRS990/OtherExpensesGrp/Desc0FUEL
IRS990/OtherExpensesGrp/Desc1GROCERIES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc3HOUSE/PROGRAM SITE SUPP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13429
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt252
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3336
IRS990/OtherExpensesGrp/ProgramServicesAmt059361
IRS990/OtherExpensesGrp/ProgramServicesAmt144607
IRS990/OtherExpensesGrp/ProgramServicesAmt240555
IRS990/OtherExpensesGrp/ProgramServicesAmt317004
IRS990/OtherExpensesGrp/TotalAmt060416
IRS990/OtherExpensesGrp/TotalAmt148036
IRS990/OtherExpensesGrp/TotalAmt240607
IRS990/OtherExpensesGrp/TotalAmt317340
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0100997
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01540061
IRS990/OtherSalariesAndWagesGrp/TotalAmt01641058
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0486
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021886
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138423
IRS990/PayrollTaxesGrp/TotalAmt0160795
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02475
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02475
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014713
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032338
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011935
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/Desc3CHILDREN'S SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01558058
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1923054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2233600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt366043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01558058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1923054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2233600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt366043
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/ExpenseAmt0819284
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0923054
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/ExpenseAmt0248706
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0233600
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CHILDREN'S SERVICES: ADULT-SUPERVISED MENTORING AND SUPPORT SERVICES THAT ASSIST CHILDREN WITH DEVELOPMENTAL DISABILITIES AGES 9-17 IN THE DEVELOPMENT OF APPROPRIATE LIFE SKILLS BOTH EMOTIONAL AND SOCIAL, ENCOURAGING UNDERSTANDING AND ADVANCEMENT OF POSITIVE SELF-CONCEPTS TO IMPROVE THE PARTICIPANT'S ABILITY TO INTERACT IN THEIR COMMUNITY IN SOCIALLY ACCEPTABLE WAYS. AS MAINSTAY COMPANIONS WE UTILIZE SPONTANEOUS AND REAL-LFE SITUATIONS AS SKILL BUILDING OPPORTUNITIES TO MODEL, GUIDE AND SHADOW THEM IN THE COMMUNITY. INCLUDED IN CHILDREN'S SERVICES IS SUMMER 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/Desc1CENTER 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt038281
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt142295
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt066043
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0154560
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0618
IRS990/PYOtherExpensesAmt0527125
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02725834
IRS990/PYRevenuesLessExpensesAmt052012
IRS990/PYSalariesCompEmpBnftPaidAmt02301875
IRS990/PYTotalExpensesAmt02829000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02881012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-87744
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01558058
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036871
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113987
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 876. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. BAD DEBTS - 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 184. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02857933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02880394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02752238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02487208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02315772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013293545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0631
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0628
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02547
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01060
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt013293545
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02857933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02880394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02752238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02487208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02315772
IRS990ScheduleA/Total509Grp/TotalAmt013293545

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,429,276
Liabilities
$1,521,121
Net assets
$908,155
Revenue
$2,854,311
Expenses
$2,942,055
Net income
-$87,744
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
2014Detailed filing. Detailed filing data is available for this year.$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