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 12/2022, Balance Inc employed 110 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 12/2022, Balance Inc generated $3.6m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $3.6m during the year ending 12/2022. While expenses have increased by 1.7% per year over the past 8 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ADULTS AND CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES BY PROVIDING PROGRAMS THAT PROMOTE AND RESPOND TO EACH PERSON'S GOALS, DREAMS, AND NEEDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADULT FAMILY HOMES - 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. AN INDIVIDUAL SUPPORT PLAN IS CREATED AROUND THOSE GOALS AND NEEDS AND IS 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.
SUPPORTED 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.
BALANCE 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.
CHILDREN'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 4:006:00 P.M. AND ARE OPEN TO CHILDREN BETWEEN THE AGES OF FIVE AND TWELVE, WHILE THURSDAY EVENINGS RUN FROM 3:455:45 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Pete Zak President | OfficerTrustee | 1 | $0 |
Dave Berousek Vice President | OfficerTrustee | 1 | $0 |
Jonathan Vancos Treasurer | OfficerTrustee | 1 | $0 |
Tarrah Beyer Secretary | OfficerTrustee | 1 | $0 |
Andrew Berns Director | Trustee | 1 | $0 |
Charlie Ann Rykwalder Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $21,505 |
Membership dues | $0 |
Fundraising events | $111,058 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $243,009 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $375,572 |
Total Program Service Revenue | $3,259,136 |
Investment income | $36,025 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$3,618 |
Net Income from Fundraising Events | -$32,280 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $3,634,835 |
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. | $154,266 |
Compensation of current officers, directors, key employees. | $53,993 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,248,414 |
Pension plan accruals and contributions | $29,820 |
Other employee benefits | $175,622 |
Payroll taxes | $179,376 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $73,795 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $4,196 |
Fees for services: Other | $67,567 |
Advertising and promotion | $3,578 |
Office expenses | $98,247 |
Information technology | $30,092 |
Royalties | $0 |
Occupancy | $185,184 |
Travel | $35,221 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $1,507 |
Interest | $24,977 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $122,798 |
Insurance | $88,117 |
All other expenses | $8,793 |
Total functional expenses | $3,631,954 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $469,942 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $66,040 |
Accounts receivable, net | $168,743 |
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 | $14,438 |
Net Land, buildings, and equipment | $1,392,843 |
Investments—publicly traded securities | $547,307 |
Investments—other securities | $8,744 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $150,622 |
Total assets | $2,818,679 |
Accounts payable and accrued expenses | $140,863 |
Grants payable | $0 |
Deferred revenue | $0 |
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 | $443,700 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $148,058 |
Total liabilities | $732,621 |
Net assets without donor restrictions | $2,027,260 |
Net assets with donor restrictions | $58,798 |
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 | $2,818,679 |