Balance Inc
- Assets
- $3.0m
- Revenue
- $4.9m
- Investments
- $4.8k
- Employees
- 116
- Location
- Grafton, WI
- Founding
- 02/1995
- Data as of
- 12/2021
- EIN
- 39-1771303
Organization Overview
Balance Inc is located in Grafton, WI. The organization was established in 1995. According to its NTEE Classification (P82) the organization is classified as: Developmentally Disabled Centers, under the broad grouping of Human Services and related organizations. As of 12/2021, Balance Inc employed 116 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Balance Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Balance Inc generated $4.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.5% each year. All expenses for the organization totaled $4.0m during the year ending 12/2021. While expenses have increased by 3.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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 COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
PACE DAY SERVICES: THESE ARE COMMUNITY BASED SERVICES THAT PROVIDE THE OPPORTUNITY AND SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO BE ACTIVE, PARTICIPATING MEMBERS 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.
CHILDREN'S SERVICES: ADULT-SUPERVISED MENTORING AND SUPPORT SERVICES THAT ASSIST CHILDREN WITH DEVELOPMENTAL DISABILITIES AGES 9-18 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 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.
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 INDIVIDUAL CHOICES IN A PERSON'S LIFESTYLE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jordan Luhr Executive Director | Officer | 40 | $170,000 |
Tarrah Beyer President | OfficerTrustee | 1 | $0 |
Charlie Ann Rykwalder Vice President | OfficerTrustee | 1 | $0 |
Dave Berousek Treasurer | OfficerTrustee | 1 | $0 |
Peter Zak Secretary | OfficerTrustee | 1 | $0 |
Sylvan Leabman Past President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $19,000 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,485,024 |
| All other contributions, gifts, grants, and similar amounts not included above | $207,779 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,711,803 |
| Total Program Service Revenue | $3,020,203 |
| Investment income | $8,367 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $177,668 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,918,041 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $181,833 |
| Compensation of current officers, directors, key employees. | $63,642 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,270,162 |
| Pension plan accruals and contributions | $35,693 |
| Other employee benefits | $321,351 |
| Payroll taxes | $185,208 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $212,342 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,205 |
| Fees for services: Other | $58,499 |
| Advertising and promotion | $2,251 |
| Office expenses | $89,240 |
| Information technology | $35,972 |
| Royalties | $0 |
| Occupancy | $187,935 |
| Travel | $31,891 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $31,029 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $119,381 |
| Insurance | $109,931 |
| All other expenses | $6,805 |
| Total functional expenses | $3,992,133 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $244,037 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $639,042 |
| Accounts receivable, net | $174,109 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $22,010 |
| Net Land, buildings, and equipment | $1,430,863 |
| Investments—publicly traded securities | $436,883 |
| Investments—other securities | $4,753 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,569 |
| Total assets | $2,954,266 |
| Accounts payable and accrued expenses | $148,329 |
| Grants payable | $0 |
| Deferred revenue | $28,450 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $596,223 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $773,002 |
| Net assets without donor restrictions | $2,105,944 |
| Net assets with donor restrictions | $75,320 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,954,266 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that Balance Inc has recieved totaling $34,752.
| Awarding Organization | Amount |
|---|---|
United Way Of Northern Ozaukee Inc Port Washington, WI PURPOSE: HUMAN NEEDS | $19,000 |
Nicholas Fam Foundation Tr Mequon, WI PURPOSE: ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. | $10,000 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $2,200 |
Regal-Beloit Charitable Foundation Beloit, WI PURPOSE: COMMERCIAL | $2,000 |
Astor Street Foundation Inc Milwaukee, WI PURPOSE: PACE ART THERAPY PROGRAM | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $352 |
Endowment Analysis
| Beg. Balance | $184,495 |
| Earnings | $19,346 |
| Admin Expense | $2,205 |
| Net Contributions | $240,000 |
| Ending Balance | $441,636 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Apostolic Christian Lifepoints Inc Morton, IL | $42,471,151 | $22,063,470 |
Hope Network Grand Rapids, MI | $12,436,110 | $11,996,326 |
New Hope Village Carroll, IA | $16,084,175 | $19,892,744 |
St Colettas Of Illinois Tinley Park, IL | $3,321,726 | $15,993,167 |
Helping Hand Center Countryside, IL | $22,525,393 | $16,246,364 |
Touchstone Mental Health Minneapolis, MN | $8,476,042 | $15,823,650 |
Aspire Of Illinois Hillside, IL | $18,983,817 | $18,724,686 |
Link Associates West Des Moines, IA | $2,870,425 | $15,095,571 |
The Arc Of The Quad Cities Area Rock Island, IL | $28,274,211 | $14,437,427 |
Hope Haven Area Development Center Corporation Burlington, IA | $12,948,904 | $15,411,343 |
Glenkirk Northbrook, IL | $14,078,509 | $14,943,615 |
Services To Enhance Potential Dearborn, MI | $17,804,002 | $13,713,254 |