BALANCE INC

As filed

Subsection

03

NTEE code

P820

Classification

1000

Street

1350 14TH AVE STE 4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $3,846,720

  Expenses

  $3,665,179

  Contributions

  $456,655

  Grants paid

  $0

• 2023

  Revenue

  $3,570,780

  Expenses

  $3,678,258

  Contributions

  $418,357

  Grants paid

  $0

• 2022

  Revenue

  $3,634,835

  Expenses

  $3,631,954

  Contributions

  $375,572

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $4,918,041

  Expenses

  $3,992,133

  Assets (EOY)

  $2,954,266

• 2020 · 990

  Revenue

  $4,311,382

  Expenses

  $3,936,838

  Assets (EOY)

  $2,583,310

• 2019 · 990

  Revenue

  $4,192,238

  Expenses

  $4,067,790

  Assets (EOY)

  $2,458,555

• 2018 · 990

  Revenue

  $3,624,537

  Expenses

  $3,690,849

  Assets (EOY)

  $2,212,413

• 2017 · 990

  Revenue

  $3,391,536

  Expenses

  $3,266,694

  Assets (EOY)

  $1,882,577

• 2016 · 990

  Revenue

  $3,214,338

  Expenses

  $3,288,654

  Assets (EOY)

  $1,891,087

• 2015 · 990

  Revenue

  $2,955,465

  Expenses

  $3,176,454

  Assets (EOY)

  $2,286,876

• 2014 · 990

  Revenue

  $2,854,311

  Expenses

  $2,942,055

  Assets (EOY)

  $2,429,276

• 2013 · 990

  Revenue

  $2,881,012

  Expenses

  $2,829,000

  Assets (EOY)

  $1,985,991

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $2,617,870

  Assets (EOY)

  $1,939,920

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FORGOOD INC

  $52,309

  2022 · UNRESTRICTED

• WHEDA FOUNDATION INC

  $46,000

  2022 · Permanent

• DONOR ADVISED CHARITABLE GIVING

  $25,500

  2022 · HUMAN SERVICES

• UNITED WAY OF NORTHERN OZAUKEE INC

  $15,000

  2023 · HUMAN NEEDS

• FORGOOD INC

  $13,624

  2023 · UNRESTRICTED

• FORGOOD INC

  $13,362

  2024 · UNRESTRICTED

• WISPACT INC

  $8,503

  2024 · FOR THE BENEFIT OF PERSONS WITH DISABILTIES.

• WISPACT INC

  $7,000

  2023 · FOR THE BENEFIT OF PERSONS WITH DISABILTIES.

• UNITED WAY OF NORTHERN OZAUKEE INC

  $0

  2022 · HUMAN NEEDS

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