2024-11-11T09:09:54-00:00 2023-12-31 391977004 O'Leary & Anick 13400 Bishops Lane Ste 120 Brookfield WI 53005 990 2023-01-01 391771303 Balance Inc BALA 2622686811 1350 14th Ave STE 4 Grafton WI 530241990 Malorie King CEOExecutive Director 2622686811 2024-11-11 true true Christine C Daws P01790536 4147740300 2024-11-11 2023 2024-10-15 13:58:12Z Malorie King 1350 14th Ave STE 4 Grafton WI 53024 3648924 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. 10 10 119 109 0 375572 418357 3259136 3130769 32407 29233 -32280 -7579 3634835 3570780 0 0 2787498 2821489 0 100697 844456 856769 3631954 3678258 2881 -107478 2818679 2650036 732621 636389 2086058 2013647 X Balance strives to empower each individual in determining the direction of their life. Balances community based programs enhance the communities capacity to understand and embrace individuals with IDD and special needs. Balance is committed to providing programs maximizing individual potential while acting as prudent stewards of our resources. false false 1980560 2141532 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 and guardians and support teams. An individual support plan is created around those goals and needs and is used to develop and enhance the individuals life so they can become a valued, contributing member of the community. Individuals living in Balances adult family homes are encouraged to grow daily and have major input in every aspect of their home life including meals, recreational events, personal goals and advocacy. 838368 775297 Day Programs - Balance provides community based adult services for adults with developmental and intellectual disabilities from birth. Our day program consists of one site, located in a neighborhood with easy access to community activities and opportunities. The PACE locale meets or exceeds ADA standards. Balance also offers a 10-week summer day program, running from mid-June through mid-August, for individuals 18 and up, that helps with transitioning out of high school into and adult day program. Program participants are supported in 11 care, 21 care 2 participants with 1 staff, or a group of 4-5 individuals with one staff member. The philosophy at Balance is to maximize each individuals integration into community life. Participants are involved in various activities taking them out into their community to interact with various community members at least once per day. These activities serve to enrich health, creativity and socialization with the opportunity to give back through volunteer jobs. Seventy-five percent of day programming time is spent in the community. 137248 172482 Childrens Programs - Balances 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 2019, as a once-a-week session for children ages five to seventeen, and has since expanded due to the programs 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 400 to 600 PM and are open to children between the ages of five and twelve, while Thursday evenings run from 345 to 545 PM for children twelve through seventeen. In alignment with Balances mission and vision, the program strives to support and provide opportunities for each individuals personal growth through social connection and new hands-on experiences. Children and adolescents in this program are paired 11 or 12, allowing them to have the most support possible, and a tailored experience to their own personal goals. 23105 41458 2979281 true true false false false false false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 10 0 true 119 true false false false false false true true false false false false false false X 10 10 false false true 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 Jordan Luhr Chief Executive Officer 040.00 X 152334 0 6093 Pete Zak Chair 002.00 X X 0 0 0 Jessica Liebau Vice-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 152334 6093 1 false true false 15500 197023 205834 14621 418357 Program Service Fees 624100 3130769 3130769 3130769 29788 29788 19907 3583 22739 1306 -2832 2277 -555 -555 43734 197023 54099 -10365 -10365 Miscellaneous 2786 2786 2786 3570780 3130769 21654 0 0 0 0 158427 57034 61786 39607 0 2320849 2006579 295860 18410 26355 23456 791 2108 128813 118395 8997 1421 187045 155751 26749 4545 61845 6459 55285 101 0 77860 77860 0 5713 5713 0 4100 4100 83082 69481 7308 6293 35538 32315 2363 860 0 175502 134124 30334 11044 40332 32043 5154 3135 0 2099 868 1230 1 21976 21973 2 1 0 123661 118185 4011 1465 109899 100913 6584 2402 Food Beverage 62346 61338 288 720 Dues Subscriptions 17545 10556 1371 5618 Activities 25841 24244 90 1507 9430 5567 2404 1459 3678258 2979281 598280 100697 469942 400675 66040 4687 168743 185385 14438 4121 2241549 874509 1392843 1367040 547307 591879 8744 14601 150622 81648 2818679 2650036 140863 125411 443700 431896 148058 79082 732621 636389 X 2027260 2003089 58798 10558 2086058 2013647 2818679 2650036 -107478 35067 X false true X true false X 549298 1143235 1711803 375572 418357 4198265 549298 1143235 1711803 375572 418357 4198265 51420 4146845 7002 13646 8367 36025 29788 94828 4293093 16183465 0.96590 0.97780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 556051 56142 5713 606480 441636 200000 -81389 4196 556051 184495 240000 19346 2205 441636 124260 50000 11755 1520 184495 110646 15233 1118 501 124260 0.98000 0.01000 0.01000 false false 352600 352600 1232755 419815 812940 51187 9320 41867 53755 52401 1354 551252 392973 158279 1367040 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Operating Lease Liability 78461 Finance Lease Liability 621 79082 3621392 35067 10893 10365 56325 3565067 5713 5713 3570780 3693803 10893 10365 21258 3672545 5713 5713 3678258 V 4 Balances endowment consists of a general endowment fund to support the mission of Balance XI 2d Special Event Expenses 10,365 XII 2d Special Event expenses 10,365 Annual Gala 226136 182402 43734 1000 15316 2510 26604 6000 2669 226136 182402 43734 1000 15316 2510 26604 6000 2669 54099 -10365 X X X false false false false false false false false false Jordan Luhr Chief Executive Officer 137500 4000 10834 6093 158427 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. Form 990, Part VI, Section A, Line 4 Balances by-laws were updated to reflect changes to Article III, Section 1 - Officers of the Board of Directors and revises term limits.