Civic Intelligence

Balance Inc.

990 • Fiscal year 2020 • EIN 39-1771303

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

Organization ProfileWWW.BALANCEINC.ORG
1350 14th Ave 4Grafton, WI 53024-1990

(262) 268-6811

Siviq Scores

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

Liabilities / Assets

81st percentile

0.51x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.30x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

8.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$173,990

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

5.1%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,583,310

Up $124,755 (+5.1%) from 2019

Net Assets

Up

$1,269,764

Up $382,875 (+43%) from 2019

Liabilities

Down

$1,313,546

Down $258,120 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin57th percentile

Revenue

Up

$4,311,382

Up $119,144 (+2.8%) from 2019

Expenses

Down

$3,936,838

Down $130,952 (-3.2%) from 2019

Net Income

Up

$374,544

Up $250,096 (+201%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$2,583,310
Liabilities$1,313,546
Net Assets$1,269,764
Open 2020 Filing

Operations Trend

Revenue Growth54th 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

2020

Revenue$4,311,382
Expenses$3,936,838
Net Income$374,544
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.1
Gross Receipts
$4,311,382
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.

Dedicated to improving the quality of life for persons with developmental disabilities. Improved quality of life is achieved through positive and proactive staff involvement empowering individuals to determine the direction of his or her life, and providing services that promote and support individual goals, desires, needs, safety, security, financial integrity, and dreams.balance, inc. Provides a service to the community by enhancing the community's understanding of, and ability to embrace, persons with developmental disabilities. This organization also strives to provide services in a cost-effective manner minimizing financial burden and maximizing human potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,632,769$1,805,766▲ $172,997
Cash and Non-Interest-Bearing Accounts$0$313,234▲ $313,234
Accounts Receivable$304,883$216,869▼ $88,014
Investments in Publicly Traded Securities$122,027$164,784▲ $42,757
Prepaid Expenses and Deferred Charges$84,547$58,947▼ $25,600
Investments Other Securities$2,233$19,711▲ $17,478
Pledges and Grants Receivable$309,527$1,430▼ $308,097
Total Assets$2,458,555$2,583,310▲ $124,755
Other Assets Total$2,569$2,569→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,206,831$1,171,000▼ $35,831
Other Liabilities$249,313$0▼ $249,313
Accounts Payable and Accrued Expenses$115,522$142,546▲ $27,024
Total Liabilities$1,571,666$1,313,546▼ $258,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$776,028$1,193,339▲ $417,311
Net Assets With Donor Restrictions$110,861$76,425▼ $34,436
Total Net Assets Fund Balance$886,889$1,269,764▲ $382,875
Total Liabilities and Net Assets / Fund Balance$2,458,555$2,583,310▲ $124,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,058,419$440,387$1,498,806
Equipment$255,234$224,254$479,488
Land$450,800-$450,800
Other Land Buildings$9,482$44,273$53,755
Leasehold Improvements$31,831$3,677$35,508

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$124,260$50,000▲ $11,755-$184,495
2019$110,646-▲ $15,233$1,118$124,260
2018$112,875-▼ $1,294-$110,646
2017$97,235-▲ $16,124-$112,875
2016$91,136-▲ $6,553-$97,235
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jordan LuhrExecutive DirectorFT$161,098$12,892$173,990

Board Members and Trustees

NameTitle
Sylvan LeabmanPast President
Tarrah BeyerPresident
Charlie Ann RykwalderVice President
Deborah AndersonDirector
Janice BerousekDirector
Jessica a LiebauDirector
Lanny PolanskyDirector
Peter ZakSecretary
Mike SchulteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,143,235
Program Service Revenue
$3,137,419
Investment Income
$30,728
Other Revenue
$0
All Other Contributions
$329,745
Change in Net Assets
$374,544

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,311,382
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,811
Total Revenue per Audited Statements
$4,318,193
Total Revenue per Form 990
$4,311,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,085,193
Other Expenses$851,645
Total Fundraising Expense$155,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,161,047$158,476$55,753$2,375,276
Other Employee Benefits$272,846$18,764$13,084$304,694
Occupancy$161,168$25,047$15,185$201,400
Payroll Taxes$172,311$15,831$7,310$195,452
Current Officers, Directors, Trustees, and Key Employees$69,596$52,197$52,197$173,990
Insurance$116,980$6,819$4,157$127,956
Office Expenses$95,221$10,169$2,450$107,840
Depreciation Depletion$88,702$3,139$1,244$93,085
Fees for Services Other$13,490$51,552$473$65,515
Fees for Services Accounting-$60,935-$60,935
Interest$54,071$104$84$54,259
Pension Plan Contributions$35,357$424-$35,781
Travel$25,714$2,297$2,084$30,095
Information Technology$17,231$1,593$565$19,389
All Other Expenses$6,533$83$86$6,702
Advertising-$3,658-$3,658
Other Expenses$2,146$642$118$2,906
Fees for Service Investment Mgmnt Fees-$1,520-$1,520
Total Functional Expenses$3,366,030$415,433$155,375$3,936,838

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,936,838
Expenses per Audited Statements$3,935,318
Total Expenses per Audited Statements$3,935,318
Expenses Not Reported on Financial Statements$1,520
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

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

“Perceived conflict of interests often exist in organizations such as balance. Board members volunteer in part because they have loved ones served by the organization. Other board members family members may take positions with the organization. Board members are required to disclose possible conflicts to the executive committee and withdraw from discussion and voting on the matter.”

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

“Personnel committee reviews accomplishments from each committee chair and then recommends an increase to the executive committee for approval.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Balance Inc
EIN
39-1771303
Phone
2622686811
Address
1350 14TH AVE 4, GRAFTON, WI 53024-1990

Signing Officer

Name
Jordan Luhr
Title
Executive Director
Phone
2622686811
Signed
2021-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jordan Luhr
Formed
1993
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
132
Volunteers
110

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Balance's endowment consists of a general endowment fund to support the mission of balance.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -1,520.”

Raw XML AppendixShowing 400 of 560 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/ActivityOrMissionDesc0DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. IMPROVED QUALITY OF LIFE IS ACHIEVED THROUGH POSITIVE AND PROACTIVE STAFF INVOLVEMENT EMPOWERING INDIVIDUALS TO DETERMINE THE DIRECTION OF HIS OR HER LIFE, AND PROVIDING SERVICES THAT PROMOTE AND SUPPORT INDIVIDUAL GOALS, DESIRES, NEEDS, SAFETY, SECURITY, FINANCIAL INTEGRITY, AND DREAMS.BALANCE, INC. PROVIDES A SERVICE TO THE COMMUNITY BY ENHANCING THE COMMUNITY'S UNDERSTANDING OF, AND ABILITY TO EMBRACE, PERSONS WITH DEVELOPMENTAL DISABILITIES. THIS ORGANIZATION ALSO STRIVES TO PROVIDE SERVICES IN A COST-EFFECTIVE MANNER MINIMIZING FINANCIAL BURDEN AND MAXIMIZING HUMAN POTENTIAL.
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IRS990/Desc0ADULT FAMILY HOMES--BALANCE HAS GROWN OVER 30 YEARS, ADDRESSING CRITICAL NEEDS PREVIOUSLY UNMET FOR INDIVIDUALS WITH DEVELOPMENTAL OR INTELLECTUAL DISABILITIES. OUR VISION AND COMMITMENT IS THAT ALL PEOPLE ARE FULLY INCLUDED IN THE LIFE OF THE COMMUNITY, SUPPORTED IN DETERMINING THE DIRECTION OF THEIR OWN LIVES, IN THE MOST MEANINGFUL WAYS. WE ARE DEDICATED TO IMPROVING QUALITY OF LIFE ACROSS THE LIFESPAN THROUGH SERVICES THAT PROMOTE AND RESPOND TO PERSONAL GOALS, DESIRES, NEEDS AND DREAMS, WHILE BALANCING SUPPORT AND INDEPENDENCE. BALANCE OWNS AND OPERATES EIGHT ADULT FAMILY HOMES THROUGHOUT OZAUKEE COUNTY. THE GOAL OF EACH HOME IS TO CREATE AND MAINTAIN A BALANCE BETWEEN SUPPORT AND INDEPENDENCE FOR EACH INDIVIDUAL BY PROVIDING A SAFE, EMOTIONALLY STABLE AND HOMELIKE/FAMILY ENVIRONMENT FOR RESIDENTS, WORKING COLLABORATIVELY WITH THEM, THEIR FAMILIES, GUARDIANS AND SUPPORT TEAMS. INDIVIDUAL SUPPORT PLAN CREATED AROUND THOSE GOALS AND NEEDS, ARE USED TO DEVELOP AND ENHANCE THE INDIVIDUAL'S LIFE SO THEY CAN BECOME A VALUED, CONTRIBUTING MEMBER OF THE COMMUNITY. INDIVIDUALS LIVING IN BALANCE'S ADULT FAMILY HOME ARE ENCOURAGED TO GROW DAILY AND HAVE MAJOR INPUT IN EVERY ASPECT OF THEIR HOME LIFE; INCLUDING MEALS, RECREATIONAL EVENTS, PERSONAL GOALS AND ADVOCACY.
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IRS990/MissionDesc0BALANCE IS AN ORGANIZATION DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.WE PROVIDE SERVICES TO INDIVIDUALS THAT PROMOTE AND RESPOND TO THEIR PERSONAL GOALS, DESIRES, NEEDS AND DREAMS. WE STRIVE TO EMPOWER EACH INDIVIDUAL IN DETERMINING THE DIRECTION OF HIS OR HER LIFE.OUR SERVICES ENHANCE THE COMMUNITIES' CAPACITY TO UNDERSTAND AND EMBRACE PERSONS WITH DEVELOPMENTAL DISABILITIES. WE ARE COMMITTED TO PROVIDE SERVICES WHICH MAXIMIZE INDIVIDUAL POTENTIAL, WHILE ACTING AS PRUDENT STEWARDS OF OUR RESOURCES.
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IRS990/PrincipalOfficerNm0JORDAN LUHR
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IRS990/ProgSrvcAccomActy2Grp/Desc0PACE DAY PROGRAMS--BALANCE PROVIDES COMMUNITY BASED ADULT DAY SERVICES FOR ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES FROM BIRTH. OUR DAY PROGRAM CONSISTS OF TWO SITES, EACH LOCATED IN NEIGHBORHOODS WITH EASY ACCESS TO COMMUNITY ACTIVITIES AND OPPORTUNITIES. BOTH PACE LOCATIONS MEET OR EXCEED ADA STANDARDS. BALANCE ALSO OFFERS A 10-WEEK SUMMER DAY PROGRAM, RUNNING FROM MID-JUNE THROUGH MID-AUGUST, FOR INDIVIDUALS AGE 18 AND UP, THAT HELPS WITH TRANSITIONING OUT OF HIGH SCHOOL INTO AN ADULT DAY PROGRAM. PROGRAM PARTICIPANTS ARE SUPPORTED IN 1:1 CARE, 2:1 CARE (2 PARTICIPANTS WITH 1 STAFF), OR A GROUP OF 4-5 INDIVIDUALS WITH ONE STAFF MEMBER. INDIVIDUALS MAY BEGIN PROGRAMMING WHEN THEY TURN 18 YEARS OLD. THE PHILOSOPHY AT BALANCE IS TO MAXIMIZE EACH INDIVIDUAL'S INTEGRATION INTO COMMUNITY LIFE. PARTICIPANTS ARE INVOLVED IN ACTIVITIES TAKING THEM OUT INTO THEIR COMMUNITIES TO INTERACT WITH VARIOUS COMMUNITY MEMBERS AT LEAST ONCE PER DAY. THESE ACTIVITIES SERVE TO ENRICH HEALTH AND WELLNESS, ENRICH CREATIVITY AND SOCIALIZATION, AND GIVE PARTICIPANTS OPPORTUNITIES TO GIVE BACK TO THEIR COMMUNITIES THROUGH VOLUNTEER JOBS. SEVENTY-FIVE PERCENT OF DAY PROGRAMMING TIME IS SPENT IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0923017
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0673113
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED LIVING--BALANCE HAS BEEN SUPPORTING INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN OZAUKEE COUNTY SINCE 1991. ONE OF THE MANY PROGRAMS BALANCE RUNS IS ITS SUPPORTIVE LIVING PROGRAM. THIS IS A FLEXIBLE PARTNERSHIP THAT ENABLES A PERSON NEEDING SUPPORT TO LIVE IN THEIR OWN HOME WITH INDIVIDUALIZED ASSISTANCE FROM BALANCE. MANY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WISH TO LIVE IN THEIR OWN HOMES OR APARTMENTS IN THE COMMUNITY AND DO NOT REQUIRE ASSISTANCE AROUND THE CLOCK. COMMUNITY SUPPORTIVE LIVING ENABLES PEOPLE TO LIVE IN THEIR OWN HOME, NOT A PLACE THAT BELONGS TO AN AGENCY. HOME IS AT THE CENTER OF OUR LIVES. IT IS HOME BASE FOR OUR RELATIONSHIPS WITH FRIENDS AND FAMILY. WE CHOOSE WHO WE LIVE WITH, WHO WE INVITE INTO OUR HOME, AND HOW WE SPEND OUR TIME. WE CHOOSE WHAT WE DO WITHIN OUR HOME, HOW WE CREATE OUR PLACE WITH OUR OWN PARTICULAR MIX OF DECORATIONS, COLORS, PICTURES, AND CHERISHED ITEMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0147867
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt094179
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CHILDREN'S PROGRAMS--BALANCE'S SOCIAL SKILLS PROGRAM FOR CHILDREN CAME ABOUT AS AN ORGANIC RESPONSE TO THE RESOUNDING NEED FOR MORE SUPPORTIVE OPPORTUNITIES AND PROGRAMMING FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE COMMUNITY. THE PROGRAM WAS FIRST PILOTED IN JANUARY OF 2019, AS A ONCE-A-WEEK SESSION FOR CHILDREN AGES FIVE TO SEVENTEEN, AND HAS SINCE EXPANDED DUE TO THE PROGRAM'S SUCCESS. THE SOCIAL SKILLS PROGRAM CURRENTLY RUNS WITH THE SCHOOL CALENDAR, OFFERING 14-WEEK SESSIONS FOR BOTH THE SPRING AND FALL SEMESTERS. TUESDAY EVENINGS RUN FROM 4:00--6:00 P.M. AND ARE OPEN TO CHILDREN BETWEEN THE AGES OF FIVE AND TWELVE, WHILE THURSDAY EVENINGS RUN FROM 3:45--5:45 P.M. FOR CHILDREN TWELVE THROUGH SEVENTEEN. IN ALIGNMENT WITH BALANCE'S MISSION AND VISION, THE PROGRAM STRIVES TO SUPPORT AND PROVIDE OPPORTUNITIES FOR EACH INDIVIDUAL'S PERSONAL GROWTH THROUGH SOCIAL CONNECTION AND NEW HANDS-ON EXPERIENCES. CHILDREN AND ADOLESCENTS IN THIS PROGRAM ARE PAIRED 1:1 OR 1:2, ALLOWING THEM TO HAVE THE MOST SUPPORT POSSIBLE, AND A TAILORED EXPERIENCE TO THEIR OWN PERSONAL GOALS. STAFF IN THIS PROGRAM ARE BALANCE STAFF, AS WELL AS VOLUNTEER COMMUNITY MENTORS, WHICH PROVIDES A UNIQUE MENTORSHIP EXPERIENCE. THE SOCIAL SKILLS PROGRAM FEATURES A VARIETY OF SOCIAL DEVELOPMENT ACTIVITIES, AS WELL AS ACTIVITIES WITH COMMUNITY PARTNERS WHO ARE SKILLED IN THE ARTS, SCIENCES, AND ANIMAL ENCOUNTERS. THE BALANCE CHILDREN'S SUMMER RECREATION PROGRAM OFFERS A SUMMER CAMP EXPERIENCE FOR CHILDREN WITH DISABILITIES BETWEEN THE AGES OF FIVE AND FIFTEEN. CHILDREN IN THIS PROGRAM HAVE THE OPPORTUNITY TO EXPLORE AND ADVENTURE AT LOCAL AND NEIGHBORING COMMUNITY RECREATION SITES WHILE CONNECTING WITH PEERS, VOLUNTEER MENTORS, AND STAFF. THE PROGRAM CURRENTLY OFFERS TWO DIFFERENT THREE-WEEK SESSIONS, ACCOMMODATING APPROXIMATELY 48 KIDS. THE SUMMER PROGRAM USUALLY BEGINS THE THIRD WEEK OF JUNE AND RUNS THROUGH THE FIRST WEEK OF AUGUST. ACTIVITIES INCLUDE SWIMMING, VISITING MUSEUMS, ZOOS, NATURE PARKS AND PRESERVES, WATER PARKS, PICNICS AND SO MUCH MORE. THIS PROGRAM IS OFFERED TO CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT OZAUKEE COUNTY, AND IS CURRENTLY FUNDED THROUGH THE OZAUKEE COUNTY DEPARTMENT OF HUMAN SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt095371
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt075935
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,583,310
Liabilities
$1,313,546
Net assets
$1,269,764
Revenue
$4,311,382
Expenses
$3,936,838
Net income
$374,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.55$2.21$3.85$3.67$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.64$2.01$3.57$3.68$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.73$2.09$3.63$3.63$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.77$2.18$4.92$3.99$0.93
2020Detailed filing. Detailed filing data is available for this year.$2.58$1.31$1.27$4.31$3.94$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.57$0.89$4.19$4.07$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$1.48$0.73$3.62$3.69$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$1.12$0.76$3.39$3.27$0.12
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.89$1.27$0.62$3.21$3.29$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$1.60$0.69$2.96$3.18$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$1.52$0.91$2.85$2.94$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.99$0.99$2.88$2.83$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.01$0.93$2.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.95$0.78$2.36