2023-10-25T10:27:42-05:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 391771303 BALANCE INC BALA 2622686811 1350 14TH AVE 4 GRAFTON WI 530241990 JORDAN LUHR CHIEF EXECUTIVE OFFICER 2622686811 2023-10-24 1 JORDAN LUHR 999009999 1 JENNY TARKOWSKI CPA P00634290 6082744020 2023-10-24 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JORDAN LUHR 1350 14TH AVE 4 GRAFTON WI 530241990 3709050 0 X BALANCEINC.ORG X 1993 WI DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ADULTS AND CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES BY PROVIDING PROGRAMS THAT PROMOTE AND RESPOND TO EACH PERSON'S GOALS, DREAMS, AND NEEDS. 12 12 110 100 0 0 1711803 375572 3020203 3259136 186035 32407 0 -32280 4918041 3634835 0 0 0 0 2994247 2787498 0 0 154307 997886 844456 3992133 3631954 925908 2881 2954266 2818679 773002 732621 2181264 2086058 X BALANCE IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ADULTS AND CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES BY PROVIDING PROGRAMS THAT PROMOTE AND RESPOND TO EACH PERSON'S GOALS, DREAMS, AND NEEDS. BALANCE STRIVES TO EMPOWER EACH INDIVIDUAL IN DETERMINING THE DIRECTION OF THEIR LIFE.BALANCE'S COMMUNITY-BASED PROGRAMS ALSO ENHANCE THE COMMUNITIES' CAPACITY TO UNDERSTAND AND EMBRACE INDIVIDUALS WITH IDD AND SPECIAL NEEDS.BALANCE IS COMMITTED TO PROVIDING PROGRAMS THAT MAXIMIZE INDIVIDUAL POTENTIAL WHILE ACTING AS PRUDENT STEWARDS OF OUR RESOURCES. 0 0 1971620 0 2192463 ADULT FAMILY HOMES - BALANCE OWNS AND OPERATES EIGHT ADULT FAMILY HOMES THROUGHOUT OZAUKEE COUNTY. THE GOAL OF EACH HOME IS TO CREATE AND MAINTAIN A BALANCE BETWEEN SUPPORT AND INDEPENDENCE FOR EACH INDIVIDUAL BY PROVIDING A SAFE, EMOTIONALLY STABLE AND HOMELIKE/FAMILY ENVIRONMENT FOR RESIDENTS, WORKING COLLABORATIVELY WITH THEM, THEIR FAMILIES, GUARDIANS AND SUPPORT TEAMS. AN INDIVIDUAL SUPPORT PLAN IS CREATED AROUND THOSE GOALS AND NEEDS AND IS USED TO DEVELOP AND ENHANCE THE INDIVIDUAL'S LIFE SO THEY CAN BECOME A VALUED, CONTRIBUTING MEMBER OF THE COMMUNITY. INDIVIDUALS LIVING IN BALANCE'S ADULT FAMILY HOME ARE ENCOURAGED TO GROW DAILY AND HAVE MAJOR INPUT IN EVERY ASPECT OF THEIR HOME LIFE; INCLUDING MEALS, RECREATIONAL EVENTS, PERSONAL GOALS AND ADVOCACY. 964702 0 1000376 BALANCE DAY PROGRAMS - BALANCE PROVIDES COMMUNITY BASED ADULT DAY SERVICES FOR ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES FROM BIRTH. OUR DAY PROGRAM CONSISTS OF TWO SITES, EACH LOCATED IN NEIGHBORHOODS WITH EASY ACCESS TO COMMUNITY ACTIVITIES AND OPPORTUNITIES. BOTH PACE LOCATIONS MEET OR EXCEED ADA STANDARDS. BALANCE ALSO OFFERS A 10-WEEK SUMMER DAY PROGRAM, RUNNING FROM MID-JUNE THROUGH MID-AUGUST, FOR INDIVIDUALS AGE 18 AND UP, THAT HELPS WITH TRANSITIONING OUT OF HIGH SCHOOL INTO AN ADULT DAY PROGRAM. PROGRAM PARTICIPANTS ARE SUPPORTED IN 1:1 CARE, 2:1 CARE (2 PARTICIPANTS WITH 1 STAFF), OR A GROUP OF 4-5 INDIVIDUALS WITH ONE STAFF MEMBER. INDIVIDUALS MAY BEGIN PROGRAMMING WHEN THEY TURN 18 YEARS OLD. THE PHILOSOPHY AT BALANCE IS TO MAXIMIZE EACH INDIVIDUAL'S INTEGRATION INTO COMMUNITY LIFE. PARTICIPANTS ARE INVOLVED IN ACTIVITIES TAKING THEM OUT INTO THEIR COMMUNITIES TO INTERACT WITH VARIOUS COMMUNITY MEMBERS AT LEAST ONCE PER DAY. THESE ACTIVITIES SERVE TO ENRICH HEALTH AND WELLNESS, ENRICH CREATIVITY AND SOCIALIZATION, AND GIVE PARTICIPANTS OPPORTUNITIES TO GIVE BACK TO THEIR COMMUNITIES THROUGH VOLUNTEER JOBS. SEVENTY-FIVE PERCENT OF DAY PROGRAMMING TIME IS SPENT IN THE COMMUNITY. 102429 0 24609 CHILDREN'S PROGRAMS - BALANCE'S SOCIAL SKILLS PROGRAM FOR CHILDREN CAME ABOUT AS AN ORGANIC RESPONSE TO THE RESOUNDING NEED FOR MORE SUPPORTIVE OPPORTUNITIES AND PROGRAMMING FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE COMMUNITY. THE PROGRAM WAS FIRST PILOTED IN JANUARY OF 2019, AS A ONCE-A-WEEK SESSION FOR CHILDREN AGES FIVE TO SEVENTEEN, AND HAS SINCE EXPANDED DUE TO THE PROGRAM'S SUCCESS. THE SOCIAL SKILLS PROGRAM CURRENTLY RUNS WITH THE SCHOOL CALENDAR, OFFERING 14-WEEK SESSIONS FOR BOTH THE SPRING AND FALL SEMESTERS. TUESDAY EVENINGS RUN FROM 4:006:00 P.M. AND ARE OPEN TO CHILDREN BETWEEN THE AGES OF FIVE AND TWELVE, WHILE THURSDAY EVENINGS RUN FROM 3:455:45 P.M. FOR CHILDREN TWELVE THROUGH SEVENTEEN. IN ALIGNMENT WITH BALANCE'S MISSION AND VISION, THE PROGRAM STRIVES TO SUPPORT AND PROVIDE OPPORTUNITIES FOR EACH INDIVIDUAL'S PERSONAL GROWTH THROUGH SOCIAL CONNECTION AND NEW HANDS-ON EXPERIENCES. CHILDREN AND ADOLESCENTS IN THIS PROGRAM ARE PAIRED 1:1 OR 1:2, ALLOWING THEM TO HAVE THE MOST SUPPORT POSSIBLE, AND A TAILORED EXPERIENCE TO THEIR OWN PERSONAL GOALS. 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 CHILDREN'S 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, ACCOMMODATING APPROXIMATELY 48 KIDS. THE SUMMER PROGRAM USUALLY BEGINS THE THIRD WEEK OF JUNE AND RUNS THROUGH THE FIRST WEEK OF AUGUST. ACTIVITIES INCLUDE SWIMMING, VISITING MUSEUMS, ZOOS, NATURE PARKS AND PRESERVES, WATER PARKS, PICNICS AND SO MUCH MORE. THIS PROGRAM IS OFFERED TO CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT OZAUKEE COUNTY, AND IS CURRENTLY FUNDED THROUGH THE OZAUKEE COUNTY DEPARTMENT OF HUMAN SERVICES. 32219 0 41688 SUPPORTED LIVING - BALANCE HAS BEEN SUPPORTING INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN OZAUKEE COUNTY SINCE 1991. ONE OF THE MANY PROGRAMS BALANCE RUNS IS ITS SUPPORTIVE LIVING PROGRAM. THIS IS 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, AND HOW WE SPEND OUR TIME. WE CHOOSE WHAT WE DO WITHIN OUR HOME, HOW WE CREATE OUR PLACE WITH OUR OWN PARTICULAR MIX OF DECORATIONS, COLORS, PICTURES, AND CHERISHED ITEMS. 32219 0 41688 3070970 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X O'LEARY ANICK 4147740300 13400 BISHOPS LANE STE 120 BROOKFIELD WI 53005 PETE ZAK PRESIDENT 1.00 X X 0 0 0 DAVE BEROUSEK VICE PRESIDENT 1.00 X X 0 0 0 JONATHAN VANCOS TREASURER 1.00 X X 0 0 0 TARRAH BEYER SECRETARY 1.00 X X 0 0 0 ANDREW BERNS DIRECTOR 1.00 X 0 0 0 CHARLIE ANN RYKWALDER DIRECTOR 1.00 X 0 0 0 JESSICA A LIEBAU DIRECTOR 1.00 X 0 0 0 JOANNE PETERS DIRECTOR 1.00 X 0 0 0 KATE ANSAY DIRECTOR 1.00 X 0 0 0 RICHARD EDWARDS DIRECTOR 1.00 X 0 0 0 SARA ENGEL DIRECTOR 1.00 X 0 0 0 RON IRWIN DIRECTOR 1.00 X 0 0 0 BILL JONES DIRECTOR (THRU SEPT 2022) 1.00 X 0 0 0 JORDAN LUHR CHIEF EXECUTIVE OFFICER 40.00 X 148333 0 5933 148333 0 5933 1 0 1 0 0 21505 111058 243009 375572 PROGRAM SERVICE FEES 624100 3245834 3245834 13302 13302 3259136 36025 36025 18382 22000 -3618 -3618 -3618 19935 111058 52215 -32280 -32280 3634835 3259136 0 127 154266 61706 53993 38567 2248414 2028690 145913 73811 29820 26950 1807 1063 175622 161712 8923 4987 179376 155811 15196 8369 73795 73795 4196 4196 67567 24163 42855 549 3578 3578 98247 89666 5597 2984 30092 27851 1610 631 185184 143088 30259 11837 35221 26712 5735 2774 1507 602 466 439 24977 24798 130 49 122798 117587 3749 1462 88117 81235 4963 1919 FOOD AND BEVERAGE 58082 57193 409 480 DUES & SUBSCRIPTIONS 22380 17868 1096 3416 ACTIVITIES 19922 19282 211 429 8793 6056 2196 541 3631954 3070970 406677 154307 244037 469942 639042 66040 174109 168743 22010 14438 2157920 765077 1430863 1392843 436883 547307 4753 8744 2569 150622 2954266 2818679 148329 140863 28450 0 596223 443700 0 148058 773002 732621 X 2105944 2027260 75320 58798 2181264 2086058 2954266 2818679 2881 -98087 0 X 0 1 X 1 0 X 105089 549298 1143235 1711803 375572 3884997 105089 549298 1143235 1711803 375572 3884997 15858 3869139 7077 7002 13646 8367 36025 72117 3957114 16585002 0.97780 0.99040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 441636 200000 -81389 4196 556051 184495 240000 19346 2205 441636 124260 50000 11755 1520 184495 110646 15233 1118 501 124260 112875 -1294 935 110646 0.99350 0.00445 0.00205 0 0 352600 352600 1181563 383327 798236 51187 7126 44061 572570 374624 197946 1392843 SECURITY DEPOSIT 2569 OPERATING LEASE RIGHT-OF-USE ASSET 144961 FINANCE LEASE RIGHT-OF-USE ASSET 3092 150622 OPERATING LEASE LIABILITY 144960 FINANCE LEASE LIABILITY 3098 148058 3564832 -98087 -4196 -102283 3667115 -32280 -32280 3634835 3660038 32280 32280 3627758 4196 4196 3631954 PART V, LINE 4: BALANCE'S ENDOWMENT CONSISTS OF A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF BALANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -4,196. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -32,280. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 32,280. 30TH ANNIVERSARY GALA 130993 111058 19935 1539 18396 32280 130993 111058 19935 1539 18396 32280 52215 -32280 X X X 0 0 0 0 0 0 0 0 0 JORDAN LUHR CHIEF EXECUTIVE OFFICER 137500 0 0 0 10833 0 5933 0 0 0 154266 0 0 0 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 WITH 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 COMMITTEE CHAIR AND THEN RECOMMENDS AN INCREASE TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S 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.