2025-11-11T02:17:22-00:00 2024-12-31 391977004 O'Leary & Anick 13400 Bishops Lane Ste 120 Brookfield WI 53005 990 2024-01-01 391771303 Balance Inc BALA 2628223086 1350 14th Ave STE 4 Grafton WI 530241990 Rebecca Jackson CEOExecutive Director 2628223086 2025-11-11 true true Richelle Kobza P03332124 4147740300 2025-11-11 2024 2025-03-06 01:10:19Z Rebecca Jackson 1350 14th Ave STE 4 Grafton WI 53024 3912420 false X www.balanceinc.org X 1993 WI 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. 12 12 125 46 0 418357 456655 3130769 3372523 29233 29756 -7579 -12214 3570780 3846720 0 0 2821489 2820166 0 62850 856769 845013 3678258 3665179 -107478 181541 2650036 2753063 636389 547860 2013647 2205203 X 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 false false 1902400 2313098 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. 838741 1018826 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. 142464 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. 23245 40599 2906850 true true false false false false false false true true true false false false true false true false false false false false false false true false false false false false false false false false false false false true false false false false false false false false false true 15 0 true 125 true false false false false false true true false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false WI X O'Leary & Anick 4147740300 13400 Bishops Lane Suite 120 Brookfield WI 53005 Malorie King CEO partial yr 040.00 X X 91691 0 12752 Jordan Luhr CEO partial yr 030.00 X 45891 0 1836 Pete Zak Co-Chair 002.00 X X 0 0 0 Jessica Liebau Co-Chair 002.00 X X 0 0 0 Jon Vancos Treasurer 002.00 X X 0 0 0 Tarrah Beyer Secretary 002.00 X X 0 0 0 Kate Ansay Director 001.00 X 0 0 0 Andrew Berns Director 001.00 X 0 0 0 Sara Engel Director 001.00 X 0 0 0 Ron Irwin Director 001.00 X 0 0 0 Joanne Peters Director 001.00 X 0 0 0 Jennifer Quadracci Director 001.00 X 0 0 0 Charlie Ann Rykwalder Director 001.00 X 0 0 0 Gregory Banach Director 001.00 X 0 0 0 Rebecca Jackson started in 2025 CEO/Executive Director 040.00 X 0 0 0 137582 14588 1 false false false 15000 208916 232739 17835 456655 Program Service Fees 624100 3372523 3372523 3372523 31341 31341 2200 3785 -1585 -1585 48910 208916 61915 -13005 Miscellaneous 791 791 791 3846720 3373314 31341 0 0 0 0 152170 54781 62324 35065 0 2341522 1956247 385275 0 138517 127089 11428 187957 152450 32987 2520 0 4769 4769 72505 72505 0 6259 6259 65241 15681 49348 212 2960 2960 84238 67173 15353 1712 26636 24852 1318 466 0 174071 128410 33866 11795 35578 31472 2601 1505 0 1139 1039 100 22178 22139 29 10 0 119381 115617 2769 995 104515 97346 5291 1878 Food Beverage 65474 63612 1613 249 Dues Subscriptions 25488 16372 2844 6272 Activities 30060 29992 50 18 Miscellaneous 4521 3617 851 53 0 3665179 2906850 695479 62850 400675 56959 428703 4687 89497 185385 203176 4121 29727 2264894 985690 1367040 1279204 606480 639390 81648 26407 2650036 2753063 125411 104280 431896 419542 79082 24038 636389 547860 X 2003089 2113346 10558 91857 2013647 2205203 2650036 2753063 181541 10015 X false true X true false X 1143235 1711803 375572 418357 456655 4105622 1143235 1711803 375572 418357 456655 4105622 25988 4079634 13646 8367 36025 29788 31341 119167 791 791 4225580 15920050 0.96550 0.96590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 14661 47090 48624 13127 false 606480 39169 6259 639390 556051 56142 5713 606480 441636 200000 -81389 4196 556051 184495 240000 19346 2205 441636 124260 50000 11755 1520 184495 0.98000 0.01000 0.01000 false false 352600 352600 1238944 457508 781436 67937 12352 55585 53755 53755 560927 471344 89583 1279204 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Operating Lease Liability 11267 Finance Lease Liability 12771 24038 3866231 10015 15755 25770 3840461 6259 6259 3846720 3674675 15755 15755 3658920 6259 6259 3665179 V 4 Balances endowment consists of a general endowment fund to support the mission of Balance XI Line 2d Special Event Expenses15,755 XII Line 2d Special Events Expenses15,755 IV Line 1B Balance maintains custodial responsibility for the financial accounts of some of the residents in their program. Annual Gala 257826 208916 48910 1000 19585 2153 26172 8538 4467 257826 208916 48910 1000 19585 2153 26172 8538 4467 61915 -13005 CK Contracting Owner is husband of Malorie King, CEO 19393 Construction work in several of Balance owned/leased properties. false Form 990, Part III, Line 4d Program Service Expenses 23,245, Grants and allocations 0, Revenue 40,599 Supportive Living Program Form 990, Part III, Line 4c 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 childrens 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, accomodating approximately 48 kids. This program runs the from the third week of June through the first week of August. Activities include swimming, visiting museums, zoos, nature parks and preserves, water parks, picnics and more. This program is offered to children with developmental disabilities throughout Ozaukee county and is currently funded through the Ozaukee department of human services. Form 990, Part III, Line 4d Other Program Services Supported Living - Balance has been supporting individuals with developmental disabilities in Ozaukee county since 1991. One of the many programs Balance runs is Supported Living, 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, how we create our place with our own particular mix of decorations, colors, pictures and cherised items. Form 990, Part VI, Section B, Line 11B The finance committee reviews, forwards to the executive committee and then to the full board for approval. Form 990, Part VI, Section B, Line 12C Perceived conflict of interests often exist in organizations such as Balance. Board members volunteer in part because they have loved ones served by the organization. Other board members family members may take positions within the organization. Board members are required to disclose possible conflicts to the executive committee and withdraw from discussion and voting on the matter. Form 990, Part VI, Section B, Line 15A Personnel committee reviews accomplishments from each comittee chair and then recommends an increase to the executive committee for approval. The executive committee reviews the CEOs salary annually and any adjustments are recommended to the full board for approval. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.