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Nonprofiteer
← BALANCE AUTISM FOUNDATION

Form 990 for tax year 2023

Filed by BALANCE AUTISM FOUNDATION.

Totals

Total revenue
$282,525
Total expenses
$127,181
Contributions and grants received
$109,496
Grants paid
$14,725
Program service revenue
$86,214
Investment income
$70,122
Other revenue
$16,693
Total assets, end of year
$4,284,470
Total liabilities, end of year
$8,254
Net assets or fund balances, end of year
$4,276,216
Program services expenses (Part IX)
$127,181
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$127,181

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $109,496

  • 2a · Program service revenue: RENT FROM AFFILIATE

    total $86,214 · related or exempt $86,214

  • 3 · Investment income

    total $70,122 · excluded $70,122

  • 6a · Gross rents

    real property $16,693

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $16,693

  • 6d · Net rental income or loss

    total $16,693 · excluded $16,693

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,725 · program services $14,725

  • 5 · Compensation of officers, directors and key employees

    total $50,000 · program services $50,000

  • 11f · Fees: investment management

    total $1,354 · program services $1,354

  • 11g · Fees: other

    total $10,628 · program services $10,628

  • 13 · Office expenses

    total $241 · program services $241

  • 20 · Interest

    total $11,555 · program services $11,555

  • 22 · Depreciation, depletion and amortization

    total $38,678 · program services $38,678

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,520,912 · end of year $557,948

  • 2 · Savings and temporary cash investments

    beginning of year $551,349 · end of year $224,659

  • 7 · Other notes and loans receivable

    beginning of year $213,702 · end of year $195,450

  • 10a · Land, buildings and equipment: cost or other basis

    $2,710,235

  • 10b · Land, buildings and equipment: accumulated depreciation

    $737,006

  • 10c · Land, buildings and equipment, net

    beginning of year $2,011,907 · end of year $1,973,229

  • 11 · Investments: publicly traded securities

    beginning of year $51,881 · end of year $1,333,184

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,792 · end of year $1,069

  • 19 · Deferred revenue

    beginning of year $7,185 · end of year $7,185

  • 24 · Unsecured notes and loans payable

    beginning of year $252,559

  • 27 · Net assets without donor restrictions

    beginning of year $4,088,215 · end of year $4,276,216

Mission and programs · 2023

Mission

SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM AND FOR ENSURING THE CONTINUED VIABILITY OF BALANCE AUTISM SERVICES.

Activities or mission (Part I)

SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM

  • CAMPUS RESIDENTIAL - THE COST OF PROVIDING BUILDING SPACE TO THE CAMPUS RESIDENTIAL PROGRAM OF THE HOMESTEAD AUTISM SERVICES (A RELATED ORGANIZATION).

    Expenses $127,181 · Grants $14,725 · Revenue $86,214

As filed on the 2023 return.

Listed in Part VII

  • Steve Muller

    CEO/DIRECTOR

    Total calculated
    $298,467
    From this org
    $50,000
    From related orgs
    $215,388
    Other
    $33,079
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $50,000 + $215,388 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,231 related
    Nontaxable benefits
    $0 + $11,848 related
    Filer's total
    $50,000 + $248,467 related

  • Anne Macfarland

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alberto Munoz

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian Aust

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brooke Schafer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chris Henderson

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Freed

    CHAIR (THRU DEC 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peg Moses

    CHIEF FINANCIAL OFFICER

    Total calculated
    $197,331
    From this org
    $0
    From related orgs
    $174,853
    Other
    $22,478
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,853 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,406 related
    Nontaxable benefits
    $0 + $8,072 related
    Filer's total
    $0 + $197,331 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE 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.
PART I, LINE 7
THE 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BALANCE AUTISM

    501(C)(3) · DEVLOPING INNOVATIVE SOLUTIONS FOR CHILDREN AND ADULTS WITH AUTISM · IA

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349313487

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