Totals
- Total revenue
- $3,846,720
- Total expenses
- $3,665,179
- Contributions and grants received
- $456,655
- Grants paid
- $0
- Program service revenue
- $3,372,523
- Investment income
- $29,756
- Other revenue
- -$12,214
- Total assets, end of year
- $2,753,063
- Total liabilities, end of year
- $547,860
- Net assets or fund balances, end of year
- $2,205,203
- Program services expenses (Part IX)
- $2,906,850
- Management and general expenses
- $695,479
- Fundraising expenses
- $62,850
- Program service expenses (Part III)
- $2,906,850
Program services were 79.3% 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.
-
1a · Federated campaigns
$15,000
-
1c · Fundraising events
$208,916
-
1f · All other contributions, gifts and grants
$232,739
-
1g · Noncash contributions included above
$17,835
-
2a · Program service revenue: Program Service Fees
total $3,372,523 · related or exempt $3,372,523
-
3 · Investment income
total $31,341 · excluded $31,341
-
7a · Gross sales of assets other than inventory
other assets $2,200
-
7b · Less cost or other basis and sales expenses
other assets $3,785
-
7c · Gain or loss
other assets -$1,585
-
7d · Net gain or loss
total -$1,585
-
8a · Fundraising events: gross income
$48,910
-
8a · Fundraising events: contributions included on line 1c
$208,916
-
8b · Fundraising events: direct expenses
$61,915
-
8c · Net income from fundraising events
total -$13,005
-
11a · Other revenue: Miscellaneous
total $791 · related or exempt $791
-
11e · Other revenue, total
$791
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $152,170 · program services $54,781 · management and general $62,324 · fundraising $35,065
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,341,522 · program services $1,956,247 · management and general $385,275
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $138,517 · program services $127,089 · management and general $11,428
-
10 · Payroll taxes
total $187,957 · program services $152,450 · management and general $32,987 · fundraising $2,520
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $4,769 · management and general $4,769
-
11c · Fees: accounting
total $72,505 · management and general $72,505
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $6,259 · management and general $6,259
-
11g · Fees: other
total $65,241 · program services $15,681 · management and general $49,348 · fundraising $212
-
12 · Advertising and promotion
total $2,960 · management and general $2,960
-
13 · Office expenses
total $84,238 · program services $67,173 · management and general $15,353 · fundraising $1,712
-
14 · Information technology
total $26,636 · program services $24,852 · management and general $1,318 · fundraising $466
-
15 · Royalties
total $0
-
16 · Occupancy
total $174,071 · program services $128,410 · management and general $33,866 · fundraising $11,795
-
17 · Travel
total $35,578 · program services $31,472 · management and general $2,601 · fundraising $1,505
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,139 · management and general $1,039 · fundraising $100
-
20 · Interest
total $22,178 · program services $22,139 · management and general $29 · fundraising $10
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $119,381 · program services $115,617 · management and general $2,769 · fundraising $995
-
23 · Insurance
total $104,515 · program services $97,346 · management and general $5,291 · fundraising $1,878
-
24a · Other expenses: Food Beverage
total $65,474 · program services $63,612 · management and general $1,613 · fundraising $249
-
24b · Other expenses: Dues Subscriptions
total $25,488 · program services $16,372 · management and general $2,844 · fundraising $6,272
-
24c · Other expenses: Activities
total $30,060 · program services $29,992 · management and general $50 · fundraising $18
-
24d · Other expenses: Miscellaneous
total $4,521 · program services $3,617 · management and general $851 · fundraising $53
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $400,675 · end of year $56,959
-
2 · Savings and temporary cash investments
end of year $428,703
-
3 · Pledges and grants receivable
beginning of year $4,687 · end of year $89,497
-
4 · Accounts receivable
beginning of year $185,385 · end of year $203,176
-
9 · Prepaid expenses and deferred charges
beginning of year $4,121 · end of year $29,727
-
10a · Land, buildings and equipment: cost or other basis
$2,264,894
-
10b · Land, buildings and equipment: accumulated depreciation
$985,690
-
10c · Land, buildings and equipment, net
beginning of year $1,367,040 · end of year $1,279,204
-
11 · Investments: publicly traded securities
beginning of year $606,480 · end of year $639,390
-
15 · Other assets
beginning of year $81,648 · end of year $26,407
-
17 · Accounts payable and accrued expenses
beginning of year $125,411 · end of year $104,280
-
23 · Secured mortgages and notes payable
beginning of year $431,896 · end of year $419,542
-
25 · Other liabilities
beginning of year $79,082 · end of year $24,038
-
27 · Net assets without donor restrictions
beginning of year $2,003,089 · end of year $2,113,346
-
28 · Net assets with donor restrictions
beginning of year $10,558 · end of year $91,857
Mission and programs · 2024
Mission
Balance is dedicated to improving life quality and building community capacity for full inclusion and empowerment of adults and children with IDD, while acting as prudent stewards of resources
Activities or mission (Part I)
Dedicated to improving the quality of life for adults and children with intellectual and develomental disabilities by providing programs that promote and respond to each persons goals, dreams and needs.
-
Adult Family HomesBalance owns operates 8 Adult Family Homes AFHs throughout Ozaukee County. Between 2-4 adults with IDD live collaboratively in each home where the goal is to balance support and independence. Balance provides a safe, emotionally stable, homey/family-like environment. We collaborate with each person and their support network to create an individual support plan, which outlines assistance and personal goals that promote being a valued, contributing member of their community. Each person is encouraged to grow daily and actively engage in every aspect of home lifeincluding meals, care of their home and self, recreation/leisure, personal goals and personal advocacy. In 2024 2 additional people moved into Balances homes. We received rate increases which aligned with the WI DHS minimum fee schedule for services.
Expenses $1,902,400 · Revenue $2,313,098
-
Adult Day ProgramBalance offers facility-based adult day services for adults with IDD. The facility space is used to convene at the beginning and end of each day while the majority of our program occurs through active engagement in the surrounding community. Participants in the Adult Day Program are supported by team members either individually, as a group of 2, or larger groups of 4-5 people. The philosophy at Balance is to maximize engagement in community life, which is accomplished through daily social and civic interactions that enrich health, creativity, new experiences, socialization, community inclusion, and volunteer opportunities for community contribution.
Expenses $838,741 · Revenue $1,018,826
-
Childrens Programs Balances social skills program for children developed as an organic response to the resounding need for more community based, supportive opportunities for children with IDD. Beginning in January of 209 as a once-a-week session for children aged 5-17, the program now offers 14-week sessions each Spring and Fall, with Tuesdays focuesd on children aged 5-12 and Thursdays focused on children aged 12-17, and a Summer Rec program for children aged 5-15. In alignment with Balances mission and vision, these programs strive to provide support and opportunities for personal growth, social connection, and new hands-on experiences. Children are supported either indivdually or in groups of 2 for uniquely tailored experiences.
Expenses $142,464
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Malorie King
CEO partial yr
- Total calculated
- $104,443
- From this org
- $91,691
- From related orgs
- $0
- Other
- $12,752
- Hours/week
- 40
-
Jordan Luhr
CEO partial yr
- Total calculated
- $47,727
- From this org
- $45,891
- From related orgs
- $0
- Other
- $1,836
- Hours/week
- 30
-
Pete Zak
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Jessica Liebau
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Jon Vancos
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Tarrah Beyer
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Kate Ansay
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Berns
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sara Engel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ron Irwin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joanne Peters
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Quadracci
Director
- Total calculated
- $0
- Hours/week
- 1
-
Charlie Ann Rykwalder
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Banach
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Jackson started in 2025
CEO/Executive Director
- Total calculated
- $0
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513159349304911
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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