Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 5.3% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Assets
Down$1,891,087
Down $395,789 (-17%) from 2015
Net Assets
Down$617,294
Down $68,217 (-10.0%) from 2015
Liabilities
Down$1,273,793
Down $327,572 (-20%) from 2015
Revenue
Up$3,214,338
Up $258,873 (+8.8%) from 2015
Expenses
Up$3,288,654
Up $112,200 (+3.5%) from 2015
Net Income
Up-$74,316
Up $146,673 (+66%) from 2015
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $1,793,988 | $1,351,483 | ▼ $442,505 |
| Accounts Receivable | $344,818 | $359,092 | ▲ $14,274 |
| Investments Other Securities | $91,136 | $97,235 | ▲ $6,099 |
| Savings and Temporary Cash Investments | $37,001 | $37,130 | ▲ $129 |
| Prepaid Expenses and Deferred Charges | $34,643 | $26,436 | ▼ $8,207 |
| Cash and Non-Interest-Bearing Accounts | $-17,279 | $16,811 | ▲ $34,090 |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $2,286,876 | $1,891,087 | ▼ $395,789 |
| Other Assets Total | $2,569 | $2,900 | ▲ $331 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $1,499,556 | $1,173,282 | ▼ $326,274 |
| Accounts Payable and Accrued Expenses | $101,809 | $100,511 | ▼ $1,298 |
| Total Liabilities | $1,601,365 | $1,273,793 | ▼ $327,572 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $659,745 | $589,580 | ▼ $70,165 |
| Temporarily Rstr Net Assets | $23,291 | $25,239 | ▲ $1,948 |
| Permanently Rstr Net Assets | $2,475 | $2,475 | → $0 |
| Total Net Assets Fund Balance | $685,511 | $617,294 | ▼ $68,217 |
| Total Liabilities and Net Assets / Fund Balance | $2,286,876 | $1,891,087 | ▼ $395,789 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $897,098 | $289,497 | $1,186,595 |
| Land | $362,600 | - | $362,600 |
| Equipment | $70,484 | $275,038 | $345,522 |
| Other Land Buildings | $13,536 | $26,672 | $40,208 |
| Leasehold Improvements | $7,765 | $778 | $8,543 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $91,136 | - | ▲ $6,553 | - | $97,235 |
| 2015 | $92,791 | - | ▼ $1,192 | - | $91,136 |
| 2014 | $63,401 | $25,000 | ▲ $4,800 | - | $92,791 |
| 2013 | $54,663 | - | ▲ $9,010 | - | $63,401 |
| 2012 | $48,792 | - | ▲ $6,115 | - | $54,663 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| John Hackett | CEO | FT | $142,854 | $26,796 | $169,650 |
| Abbey Krummel | Fin. Director | FT | $45,963 | $13,217 | $59,180 |
| Name | Title |
|---|---|
| Don Cairns | President |
| Art Young | Vice President |
| Angela Willms | Director |
| David Berousek | Director |
| Janice Berousek | Director |
| Jean Waller | Director |
| Justin Kriegel | Director |
| Lanny Polansky | Director |
| Sylvan Leabman | Director |
| Peter Zak | Secretary |
| Chadwick Keller | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $2,546,987 |
| Other Expenses | $741,667 |
| Total Fundraising Expense | $37,032 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $1,713,712 | $200,836 | $23,775 | $1,938,323 |
| Current Officers, Directors, Trustees, and Key Employees | $50,895 | $174,543 | $3,392 | $228,830 |
| Other Employee Benefits | $166,920 | $27,376 | $1,884 | $196,180 |
| Occupancy | $161,817 | $24,414 | $28 | $186,259 |
| Payroll Taxes | $142,050 | $28,820 | $1,702 | $172,572 |
| Depreciation Depletion | $76,034 | $7,563 | - | $83,597 |
| Travel | $68,392 | $5,706 | $159 | $74,257 |
| Fees for Services Other | $63,046 | $1,850 | - | $64,896 |
| Interest | $51,064 | $7,980 | - | $59,044 |
| Insurance | $37,940 | $7,606 | - | $45,546 |
| Information Technology | $26,676 | $10,056 | $698 | $37,430 |
| Office Expenses | $14,028 | $15,974 | $957 | $30,959 |
| All Other Expenses | $9,499 | $8,087 | $2,820 | $20,406 |
| Other Expenses | $148 | $11,697 | - | $11,845 |
| Pension Plan Contributions | $7,527 | $3,555 | - | $11,082 |
| Fees for Services Accounting | - | $10,400 | - | $10,400 |
| Advertising | $605 | - | $1,617 | $2,222 |
| Fees for Services Legal | $1,150 | - | - | $1,150 |
| Total Functional Expenses | $2,669,869 | $581,753 | $37,032 | $3,288,654 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $3,288,654 |
| Total Expenses per Audited Statements | $3,288,654 |
| Total Expenses per Form 990 | $3,288,654 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“Two officers are related.”
“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 with 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 Committee Chair and then recommends an increase to the Executive Committee for approval.”
“Art Young is the Vice President of the BOD is also the Chair of the Personnel Committee. He also professionally is the VP of Human Resources for St Coletta of Wisconsin. He is a member of MRA, who holds data on compensation. Mr. Young uses his professional expertise and data access to inform the BOD.”
“Upon request”
“Other program services 4: children'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-life 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 devlopemental 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.”
“The endowment is set up to support future operations.”
“The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2016, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties.”
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 | 101809 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 100511 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 344818 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 359092 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 1617 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 605 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 2222 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherContributionsAmt | 0 | 64271 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 2820 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 8087 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 9499 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 20406 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | false |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ABBEY KRUMMEL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2622686811 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1350 14TH AVE 4 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GRAFTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53024 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -17279 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 16811 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 3392 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 174543 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 50895 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 228830 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 75671 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 45709 |
| IRS990/CYOtherExpensesAmt | 0 | 741667 |
| IRS990/CYOtherRevenueAmt | 0 | 5528 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3087430 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -74316 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2546987 |
| IRS990/CYTotalExpensesAmt | 0 | 3288654 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 37032 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3214338 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 7563 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 76034 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 83597 |
| IRS990/Desc | 0 | ADULT FAMILY HOMES: THESE ARE SMALL HOMES WITH 2-4 PEOPLE WITH DEVELOPMENTAL DISABILITIES WHO REQUIRE A HIGH LEVEL OF SUPPORT. THEY ARE LOCATED IN RESIDENTIAL NEIGHBORHOODS. INDIVIDUALS IN THESE HOMES MAY REQUIRE ONE TO ONE SUPPORT DURING ALL THEIR WAKING HOURS DUE TO MEDICAL ISSUES 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. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 152 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1652974 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FederatedCampaignsAmt | 0 | 11400 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10400 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10400 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 1150 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1150 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 1850 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 63046 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 64896 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| 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/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/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| 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 | 26796 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 13217 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DON CAIRNS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ART YOUNG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PETER ZAK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHADWICK KELLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JANICE BEROUSEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVID BEROUSEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | LANNY POLANSKY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ANGELA WILLMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JEAN WALLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JUSTIN KRIEGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | SYLVAN LEABMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JOHN HACKETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | ABBEY KRUMMEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| 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 | 142854 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 45963 |
| 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/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| 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 | CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | FIN. DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1991 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 45579 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| 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 | 405211 |
| IRS990/GrossReceiptsAmt | 0 | 3573970 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 4200 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 11 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 698 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 10056 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 26676 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 37430 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 7606 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 37940 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 45546 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 7980 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 51064 |
| IRS990/InterestGrp/TotalAmt | 0 | 59044 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 130 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 130 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 91136 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 97235 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 591985 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1793988 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1351483 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1943468 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 359632 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| 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, 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 1499556 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 1173282 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 685511 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 617294 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 45579 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 45579 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4200 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 4200 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 6099 |
| IRS990/NoncashContributionsAmt | 0 | 83 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 28 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 24414 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 161817 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 186259 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 957 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 15974 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 14028 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 30959 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 2569 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2900 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1884 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 27376 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 166920 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 196180 |
| IRS990/OtherExpensesGrp/Desc | 0 | FOOD AND GROCERIES |
| IRS990/OtherExpensesGrp/Desc | 1 | Bad Debt Expense |
| IRS990/OtherExpensesGrp/Desc | 2 | Program Supplies |
| IRS990/OtherExpensesGrp/Desc | 3 | HIRING COSTS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3383 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 31789 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 118 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 11697 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 56953 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 21413 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 148 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 60336 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 31789 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 21531 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 11845 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 1328 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1328 |
| IRS990/OtherRevenueTotalAmt | 0 | 1328 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 23775 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 200836 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1713712 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1938323 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1702 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 28820 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 142050 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 172572 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 3555 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 7527 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 11082 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 2475 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2475 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 34643 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 26436 |
| IRS990/PrincipalOfficerNm | 0 | JOHN HACKETT |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 623990 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 624100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 624100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 624100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ADULT FAMILY HOMES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CHILDREN'S SERVICES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PACE DAY SERVICES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SUPPORTIVE LIVING |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2021672 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 51631 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 907335 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 106792 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2021672 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 51631 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 907335 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 106792 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PACE 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, 2:1, OR 1:4 STAFF TO PARTICIPANT RATIO. TRANSPORTATION TO AND FROM ACTIVITIES IS PROVIDED. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 834814 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 907335 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | SUPPORTED LIVING SERVICES: THIS PROGRAM ASSISTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WHO LIVE IN THEIR OWN HOMES IN THE COMMUNITY. BALANCE GOES TO EACH PERSON'S HOME AND PROVIDES THE SUPPORT THEY REQUIRE AND HELPS THEM CONNECT WITH THE COMMUNITY. 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 INDIVDUAL CHOICES IN A PERSON'S LIFESTYLE. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 139077 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 106792 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 74444 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 49 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 734004 |
| IRS990/PYOtherRevenueAmt | 0 | 1233 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2879739 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -220989 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2442450 |
| IRS990/PYTotalExpensesAmt | 0 | 3176454 |
| IRS990/PYTotalRevenueAmt | 0 | 2955465 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -74316 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 4200 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
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