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BALANCE INC

EIN 39-1771303 GRAFTON, WI

Revenue 2024
$3,846,720
Expenses 2024
$3,665,179

Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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).

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.

  • 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. 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

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.