Civic Intelligence

Homestead Foundation

EIN 42-1417295 • 501(c)3 • Altoona, IA

Profile

Supporting the development of innovative solutions for individuals with autism and for ensuring the continued viability of the homestead autism services.

1625 Adventureland Drive BAltoona, IA 50009

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

95th percentile

$331,831

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 55.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

111%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$4,284,470

Down $65,281 (-1.5%) from 2023

Liabilities

Down

$8,254

Down $253,282 (-97%) from 2023

Net Assets

Up

$4,276,216

Up $188,001 (+4.6%) from 2023

Revenue

Down

$282,525

Down $309,676 (-52%) from 2023

Expenses

Down

$127,181

Down $185,449 (-59%) from 2023

Net Income

Down

$155,344

Down $124,227 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,326,487Liabilities 2011: $614,738Net Assets 2011: $2,711,7492011Assets 2012: $3,362,323Liabilities 2012: $576,288Net Assets 2012: $2,786,0352012Assets 2013: $3,331,213Liabilities 2013: $551,761Net Assets 2013: $2,779,4522013Assets 2014: $3,454,456Liabilities 2014: $528,809Net Assets 2014: $2,925,6472014Assets 2015: $3,463,260Liabilities 2015: $522,507Net Assets 2015: $2,940,7532015Assets 2016: $3,346,847Liabilities 2016: $383,740Net Assets 2016: $2,963,1072016Assets 2017: $3,458,641Liabilities 2017: $361,733Net Assets 2017: $3,096,9082017Assets 2018: $3,592,492Liabilities 2018: $338,650Net Assets 2018: $3,253,8422018Assets 2019: $3,785,471Liabilities 2019: $387,511Net Assets 2019: $3,397,9602019Assets 2020: $3,814,012Liabilities 2020: $307,188Net Assets 2020: $3,506,8242020Assets 2021: $3,930,401Liabilities 2021: $299,829Net Assets 2021: $3,630,5722021Assets 2022: $4,082,856Liabilities 2022: $275,882Net Assets 2022: $3,806,9742022Assets 2023: $4,349,751Liabilities 2023: $261,536Net Assets 2023: $4,088,2152023Assets 2024: $4,284,470Liabilities 2024: $8,254Net Assets 2024: $4,276,2162024

Highlighted filing

2024

Assets$4,284,470
Liabilities$8,254
Net Assets$4,276,216

Operations Trend

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

$600K$400K$200K$0Expenses 2011: $109,8292011Expenses 2012: $72,5312012Expenses 2013: $206,1782013Revenue 2014: $323,704Expenses 2014: $177,509Net Income 2014: $146,1952014Revenue 2015: $189,941Expenses 2015: $174,835Net Income 2015: $15,1062015Revenue 2016: $176,470Expenses 2016: $154,116Net Income 2016: $22,3542016Revenue 2017: $214,137Expenses 2017: $80,336Net Income 2017: $133,8012017Revenue 2018: $234,617Expenses 2018: $77,683Net Income 2018: $156,9342018Revenue 2019: $227,110Expenses 2019: $82,992Net Income 2019: $144,1182019Revenue 2020: $218,321Expenses 2020: $109,457Net Income 2020: $108,8642020Revenue 2021: $209,567Expenses 2021: $85,766Net Income 2021: $123,8012021Revenue 2022: $262,700Expenses 2022: $86,334Net Income 2022: $176,3662022Revenue 2023: $592,201Expenses 2023: $312,630Net Income 2023: $279,5712023Revenue 2024: $282,525Expenses 2024: $127,181Net Income 2024: $155,3442024

Highlighted filing

2024

Revenue$282,525
Expenses$127,181
Net Income$155,344

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.28$0.28$0.13$0.16
2023Summary only. Only limited summary data is available for this year.$4.35$0.26$4.09$0.59$0.31$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.28$3.81$0.26$0.09$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.30$3.63$0.21$0.09$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.31$3.51$0.22$0.11$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.39$3.40$0.23$0.08$0.14
2018Summary only. Only limited summary data is available for this year.$3.59$0.34$3.25$0.23$0.08$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.36$3.10$0.21$0.08$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.38$2.96$0.18$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.52$2.94$0.19$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.53$2.93$0.32$0.18$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.55$2.78$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.58$2.79$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.61$2.71$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$282,525
Mission and Program Overview

Mission

Supporting the development of innovative solutions for individuals with autism and for ensuring the continued viability of balance autism services.

Supporting the development of innovative solutions for individuals with autism

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,011,907$1,973,229▼ $38,678
Investments in Publicly Traded Securities$51,881$1,333,184▲ $1,281,303
Cash and Non-Interest-Bearing Accounts$1,520,912$557,948▼ $962,964
Savings and Temporary Cash Investments$551,349$224,659▼ $326,690
Other Notes and Loans Receivable, Net$213,702$195,450▼ $18,252
Total Assets$4,349,751$4,284,470▼ $65,281
Liabilities
Unsecured Notes Loans Payable$252,559--
Deferred Revenue$7,185$7,185→ $0
Accounts Payable and Accrued Expenses$1,792$1,069▼ $723
Total Liabilities$261,536$8,254▼ $253,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,088,215$4,276,216▲ $188,001
Total Net Assets Fund Balance$4,088,215$4,276,216▲ $188,001
Total Liabilities and Net Assets / Fund Balance$4,349,751$4,284,470▼ $65,281

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,445,583-$1,445,583
Buildings$512,714$548,074$1,060,788
Leasehold Improvements$14,932$188,932$203,864
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Steve MullerCEO/director$50,000$248,467$50,000

Board Members and Trustees

NameTitle
Anne MacfarlandChair
Susan FreedChair (thru Dec 2023)
Chris HendersonPast Chair
Alberto MunozVice Chair
Peg MosesChief Financial Officer
Brooke SchaferSecretary
Brian AustTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,496
Program Service Revenue
$86,214
Investment Income
$70,122
Other Revenue
$16,693
All Other Contributions
$109,496
Change in Net Assets
$155,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,456
Salaries, Compensation, and Employee Benefits$50,000
Grants and Similar Amounts Paid$14,725
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,000--$50,000
Depreciation Depletion$38,678--$38,678
Grants to Domestic Orgs$14,725--$14,725
Interest$11,555--$11,555
Fees for Services Other$10,628--$10,628
Fees for Service Investment Mgmnt Fees$1,354--$1,354
Office Expenses$241--$241
Total Functional Expenses$127,181$0$0$127,181
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Balance AutismAltoona, IA501c3Capital Improvements and Purchases$14,725
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is presented and discussed by the board with the preparer during the resource utilization committee and full board meetings.

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

The problem solving policies require reporting to the board. In board orientation they are instructed to report incidents to the full board. The board minutes reflect any discussions or conflict of interest.

Form 990, Part VI, Section C, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Balance Autism Foundation
EIN
42-1417295
Phone
5159674369
Address
1625 ADVENTURELAND DRIVE B, ALTOONA, IA 50009

Signing Officer

Name
Peg Moses
Title
CFO
Phone
5159674369
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peg Moses
Formed
1994
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
5
Employees
693
Volunteers
6

Preparer

Firm
Creative Planning Tax LLC
Address
12100 MEREDITH DR SUITE 200, URBANDALE, IA 50323
Preparer
Michelle M Hekel
Phone
5157275700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 5

All payroll is processed through balance autism, a related organization, as a common paymaster, and is reimbursed by the organization for its share of payroll and employment costs. Total employee/w-2 count in 2023 was 693. The salaries for balance autism are reflected on its 990 filing. Total compensation from organization and realted organizations on page 7 agree to the w-2s filed.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain positions taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress. Management believes the organization is no longer subject to income tax examinations for years prior to 2020.

Raw XML AppendixShowing 400 of 485 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/PYContributionsGrantsAmt0449225
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0251295
IRS990/PYInvestmentIncomeAmt053606
IRS990/PYOtherExpensesAmt061335
IRS990/PYOtherRevenueAmt010340
IRS990/PYProgramServiceRevenueAmt079030
IRS990/PYRevenuesLessExpensesAmt0279571
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0312630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0592201
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0155344
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt016693
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt086214
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0551349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0224659
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421377412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014725
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALANCE AUTISM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt014725
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0512714
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0548074
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01060788
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01445583
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01445583
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014932
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0188932
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0203864
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01973229
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt014725
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL IMPROVEMENTS AND PURCHASES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BALANCE AUTISM
IRS990ScheduleI/RecipientTable/RecipientEIN0421377412
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01625 ADVENTURELAND DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALTOONA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050009
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0215388
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1174853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt021231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt114406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt18072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE MULLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PEG MOSES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0248467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1197331
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED THE GUIDESTAR COMPENSATION REPORTED AS WELL AS A REPORT THAT COMPARED SIMILAR LOCAL PROVIDERS. IN ADDITION, THE RELATED ORGANIZATION HIRED A CONSULTANT IN FALL 2019 TO COMPARE THE CEO'S COMPENSATION AND BENEFIT PACKAGE TO THOSE PROVIDED BY SIMILAR ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE RELATED ORGANIZATION HAS SIGNED A CONTRACT WITH ITS CHIEF EXECUTIVE OFFICER THAT ALLOWS HIM TO CASH IN ANY MOUNT OF UNUSED PTO AT ANY TIME DURING THE YEAR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PRESENTED AND DISCUSSED BY THE BOARD WITH THE PREPARER DURING THE RESOURCE UTILIZATION COMMITTEE AND FULL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROBLEM SOLVING POLICIES REQUIRE REPORTING TO THE BOARD. IN BOARD ORIENTATION THEY ARE INSTRUCTED TO REPORT INCIDENTS TO THE FULL BOARD. THE BOARD MINUTES REFLECT ANY DISCUSSIONS OR CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL PAYROLL IS PROCESSED THROUGH BALANCE AUTISM, A RELATED ORGANIZATION, AS A COMMON PAYMASTER, AND IS REIMBURSED BY THE ORGANIZATION FOR ITS SHARE OF PAYROLL AND EMPLOYMENT COSTS. TOTAL EMPLOYEE/W-2 COUNT IN 2023 WAS 693. THE SALARIES FOR BALANCE AUTISM ARE REFLECTED ON ITS 990 FILING. TOTAL COMPENSATION FROM ORGANIZATION AND REALTED ORGANIZATIONS ON PAGE 7 AGREE TO THE W-2S FILED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BALANCE AUTISM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421377412
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEVLOPING INNOVATIVE SOLUTIONS FOR CHILDREN AND ADULTS WITH AUTISM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01625 ADVENTURELAND DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALTOONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050009
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt086214
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1195450
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0AMOUNTS IN ASSUMED LEASE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ENDING BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BALANCE AUTISM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BALANCE AUTISM

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