2026-04-17T17:41:36-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421377412 BALANCE AUTISM BALA 5159674369 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 PEG MOSES CFO 5154024459 2026-04-17 1 0 MICHELLE M HEKEL P01440878 3192346885 2026-04-17 2024 2025-03-06 01:10:19Z PEG MOSES 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 26055654 0 X WWW.BALANCEAUTISM.ORG X 1994 IA WE DEVELOP AND IMPLEMENT INNOVATIVE SOLUTIONS FOR PEOPLE WITH AUTISM. 11 10 694 23 0 0 810016 561727 23501191 25042958 156482 60221 -45381 17700 24422308 25682606 0 0 0 0 19553157 20700312 0 0 0 4577358 4872186 24130515 25572498 291793 110108 21520677 22387430 10710212 11466857 10810465 10920573 X WE DEVELOP AND IMPLEMENT INNOVATIVE SOLUTIONS FOR PEOPLE WITH AUTISM. 0 0 9686670 10096790 CHILDREN'S AUTISM PROJECT - PROVIDES APPLIED BEHAVIOR ANALYSIS SERVICES TO CHILDREN WITH AUTISM AND PARENT TRAINING. 7161304 8578908 COMMUNITY RESIDENTIAL SERVICES (HCBS) THE COST TO PROVIDE HOME AND COMMUNITY BASED "WAIVER" SERVICES TO INDIVIDUALS WITH A PRIMARY DIAGNOSIS OF INTELLECTUAL DISABILITIES TO REMAIN IN OUR RETURN TO THE COMMUNITY. 3698685 5417751 CAMPUS RESIDENTIAL SERVICES-THE COST OF PROVIDING SERVICES TO RESIDENTS IN A TWENTY-FOUR BED INTERMEDIATE CARE FACILITY FOR AUTISTIC ADULTS. 1811430 967209 YOUTH HOME-THE COST OF PROVIDING SERVICES TO RESIDENTS IN AN EIGHT BED INTERMEDIATE CARE FACILITY FOR AUTISTIC CHILDREN. 1811430 967209 22358089 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 66 0 1 694 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PEG MOSES 5154024459 1625 ADVENTURLAND DRIVE NO B ALTOONA IA 50009 STEVE MULLER CEO 39.00 1.00 X X 245474 50000 36357 PEG MOSES CFO 39.00 1.00 X 177685 0 22474 EVELYN HORTON VP CHILDREN SERVICES 40.00 X 174825 0 18495 SCOTT ATWOOD VP ADULT SERVICES 40.00 X 162067 0 9925 LUANN JAHNER OPERATIONS DIRECTOR 40.00 X 122855 0 21453 ALBERTO MUNOZ PRESIDENT 1.00 1.00 X X 0 0 0 ANNE MACFARLAND PAST PRESIDENT 1.00 1.00 X X 0 0 0 SAM CROPPER VICE PRESIDENT 1.00 1.00 X 0 0 0 BRIAN AUST TREASURER 1.00 1.00 X 0 0 0 BROOKE SCHAFER SECRETARY 1.00 1.00 X 0 0 0 ALAN PEDERSON DIRECTOR 1.00 X 0 0 0 NICK BUSHELLE DIRECTOR 1.00 X 0 0 0 MAGGIE HANSON DIRECTOR 1.00 X 0 0 0 CHELSI HARBERT DIRECTOR 1.00 X 0 0 0 BRENT CARLSON DIRECTOR 1.00 X 0 0 0 882906 50000 108704 5 0 1 0 0 529447 32280 561727 CHILDREN'S AUTISM PROJECT 624100 10096790 10096790 COMMUNITY RESIDENTIAL (HCBS) INCO 624100 8578908 8578908 CAMPUS RESIDENTIAL INCOME 623990 5417751 5417751 HABILITATION 623990 949509 949509 25042958 60221 60221 390748 373048 17700 17700 17700 25682606 25060658 0 60221 543160 543160 17104596 16002797 1101799 637546 567510 70036 900475 813056 87419 1514535 1384388 130147 35500 9672 25828 49786 754 49032 519191 211747 307444 186250 3069 183181 312369 219041 93328 806813 761610 45203 219651 201976 17675 111281 103775 7506 566923 497903 69020 193589 193589 LICENSES, DUES & MEMBER 319752 185065 134687 PROVIDER TAX 297976 297976 MISCELLANEOUS 283073 275746 7327 MAINTENANCE 202035 195755 6280 767997 626249 141748 25572498 22358089 3214409 0 2896727 2463454 518523 535067 4272677 4418613 234903 272778 16589069 4740497 11908099 11848572 1689748 2848946 21520677 22387430 2091080 2191380 270299 384906 6499969 6475990 1848864 2414581 10710212 11466857 X 10776965 10920573 33500 0 10810465 10920573 21520677 22387430 110108 0 X 0 1 X 1 0 X 1018560 3067541 1631846 810016 561727 7089690 20911179 21791856 22819465 23501191 25042958 114066649 21929739 24859397 24451311 24311207 25604685 121156339 0 0 0 121156339 284404 282331 12780 454394 450969 1484878 284404 282331 12780 454394 450969 1484878 22214143 25141728 24464091 24765601 26055654 122641217 0.98790 0.98860 0.01210 0.01140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1043982 1043982 11217801 2540645 8677156 2723403 1042113 1681290 1603883 1157739 446144 11848572 CASH HELD FOR RESIDENTS 38116 DEPOSITS 13120 RIGHT-OF USE ASSET 2230932 ACQUIRED INTANGIBLE ASSET 566778 2848946 DUE TO BALANCE AUTISM FOUNDATION 176334 LEASE LIABILITY 2238247 2414581 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. X X X X 0 0 0 0 0 0 0 1 0 STEVE MULLER CEO 245474 50000 0 0 0 0 23508 0 12849 0 281831 50000 0 0 PEG MOSES CFO 177685 0 0 0 0 0 14614 0 7860 0 200159 0 0 0 EVELYN HORTON VP CHILDREN SERVICES 174825 0 0 0 0 0 13585 0 4910 0 193320 0 0 0 SCOTT ATWOOD VP ADULT SERVICES 162067 0 0 0 0 0 3326 0 6599 0 171992 0 0 0 PART I, LINE 7 THE ORGANIZATION HAS SIGNED A CONTRACT WITH ITS CHIEF EXECUTIVE OFFICER THAT ALLOWS HIM TO CASH IN ANY AMOUNT OF UNUSED PTO AT ANY TIME DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B BEFORE BEING FILED, THE 990 IS REVIEWED FIRST BY THE RESOURCE UTILIZATION COMMITTEE AND THEN THE FULL BOARD FOR COMPLETION AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES TRAINING FOR BOARD MEMBERS AND LEADERSHIP STAFF ON AN ANNUAL BASIS REGARDING WHAT CONSTITUTES A CONFLICT OF INTEREST AND WHAT TO DO IF A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED THE GUIDESTAR COMPENSATION REPORT AS WELL AS A REPORT THAT COMPARED SIMILAR LOCAL PROVIDERS. IN ADDITION, THE ORGANIZATION HIRED A CONSULTANT IN FALL 2019 TO COMPARE THE CEO'S COMPENSATION AND BENEFIT PACKAGE TO THOSE PROVIDED BY SIMILAR ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY. ALL PAYROLL IS PROCESSED TRHOUGH THIS ORGANIZATION AS THE COMMON PAYMASTER, AND IS REIMBURSED BY BALANCE AUTISM FOUNDATION, A RELATED ORGANIZATION, FOR ITS SHARE OF PAYROLL AND EMPLOYMENT COSTS. TOTAL EMPLOYEE/W-2 COUNT IN 2024 WAS 694 THE SALARIES FOR BALANCE AUTISM FOUNDATION ARE REFLECTED ON ITS 990 FILING. TOTAL COMPENSATION FROM ORGANIZATION AND RELATED ORGANIZATIONS ON PAGE 7 AGREE TO THE W-2S FILED. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS AVAILABLE UPON REQUEST. THE HOMESTEAD CEDAR RAPIDS LLC 1625 ADVERNTURELAND DR SUITE B ALTOONA IA 50009 461537440 INACTIVE IA BALANCE AUTISM BALANCE AUTISM FOUNDATION 1625 ADVENTURELAND DRIVE STE B ALTOONA IA 50009 421417295 ENSURING THE CONTINUED VIABILITY OF THE HOMESTEAD AUTISM SERVICES IA 501(C)(3) 12B BALANCE AUTISM 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 BALANCE AUTISM FOUNDATION K 86214 AMOUNTS IN ASSUMED LEASE BALANCE AUTISM FOUNDATION E 176334 ENDING BALANCE