Nonprofit · EIN 39-1771303
BALANCE INC
Tax-exempt · GRAFTON, WI 53024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,846,720 | $3,665,179 | $181,541 | $2,753,063 | $547,860 | $2,205,203 |
| December 31, 2023 | 990 | $3,570,780 | $3,678,258 | -$107,478 | $2,650,036 | $636,389 | $2,013,647 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $456,655
- Program service revenue
- $3,372,523
- Investment income
- $29,756
- Net gain from sales of assets
- -$1,585
- Net income from fundraising events
- -$13,005
- Other revenue
- -$12,214
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $152,170
- Other salaries and wages
- $2,341,522
- Salaries, compensation and benefits (total)
- $2,820,166
- Professional fundraising fees
- $0
- Legal fees
- $4,769
- Accounting fees
- $72,505
- Occupancy
- $174,071
- Travel
- $35,578
- Depreciation
- $119,381
- Program services (functional)
- $2,906,850
- Management and general (functional)
- $695,479
- Fundraising (functional)
- $62,850
Balance sheet and other
- Total assets, start of year
- $2,650,036
- Total assets, end of year
- $2,753,063
- Total liabilities, end of year
- $547,860
- Net assets, end of year
- $2,205,203
- Land, buildings and equipment
- $1,279,204
- Publicly traded securities
- $639,390
- Net assets without donor restrictions
- $2,113,346
- Net assets with donor restrictions
- $91,857
- Gross receipts
- $3,912,420
- Employees
- 125
- Volunteers
- 46
- Year formed
- 1993
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Malorie King | CEO partial yr Trustee or director, Officer | 40 | $91,691 | $12,752 |
| Jordan Luhr | CEO partial yr Officer | 30 | $45,891 | $1,836 |
| Pete Zak | Co-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jessica Liebau | Co-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jon Vancos | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Tarrah Beyer | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Kate Ansay | Director Trustee or director | 1 | $0 | $0 |
| Andrew Berns | Director Trustee or director | 1 | $0 | $0 |
| Sara Engel | Director Trustee or director | 1 | $0 | $0 |
| Ron Irwin | Director Trustee or director | 1 | $0 | $0 |
| Joanne Peters | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Quadracci | Director Trustee or director | 1 | $0 | $0 |
| Charlie Ann Rykwalder | Director Trustee or director | 1 | $0 | $0 |
| Gregory Banach | Director Trustee or director | 1 | $0 | $0 |
| Rebecca Jackson started in 2025 | CEO/Executive Director Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jordan Luhr | Chief Executive Officer Officer | 40 | $152,334 | $6,093 |
| Pete Zak | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jessica Liebau | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jon Vancos | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Tarrah Beyer | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Kate Ansay | Director Trustee or director | 1 | $0 | $0 |
| Andrew Berns | Director Trustee or director | 1 | $0 | $0 |
| Sara Engel | Director Trustee or director | 1 | $0 | $0 |
| Ron Irwin | Director Trustee or director | 1 | $0 | $0 |
| Joanne Peters | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Quadracci | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 14TH AVE STE 4, GRAFTON, WI 53024-1990
- Principal officer (990 for 2024)
- Rebecca Jackson, 1350 14th Ave STE 4, Grafton, WI 53024
- Signed the 990
- Rebecca Jackson, CEOExecutive Director
- Phone
- (262) 822-3086
- Website
- www.balanceinc.org
- Return prepared by
- O'Leary & Anick
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
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1771303
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $3,383,181
- Income (IRS master file)
- $4,402,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,846,720 | $3,665,179 | $2,753,063 | XML |
| 990 | December 2023 | $3,570,780 | $3,678,258 | $2,650,036 | XML |
| 990 | December 2022 | $3,634,835 | $3,631,954 | $2,818,679 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1771303).
Questions about BALANCE INC
- What is the EIN of BALANCE INC?
- The employer identification number (EIN) of BALANCE INC is 39-1771303.
- Is BALANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BALANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALANCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALANCE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BALANCE INC?
- The 990 for the year ended December 31, 2024 names Rebecca Jackson.
- Who are the officers and directors of BALANCE INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $91,691 (Malorie King, CEO partial yr).
- How much revenue does BALANCE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,846,720, expenses of $3,665,179 and total assets of $2,753,063 at year end.
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