NonprofitsBalance Inc

Human Services

Balance Inc

GRAFTON, WI

Total revenue

$3.8M

Total expenses

$3.7M

Net assets

$2.2M

Grants received

$484K

41 grants

EIN

391771303

Tax year

2024

Mission

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.

Programs

2 programs

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: $839K

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: $142K

Financials

FY 2024

Revenue

Contributions & grants$457K
Program service revenue$3.4M
Investment income$30K
Other revenue
Total revenue$3.8M

Expenses

Grants paid
Salaries & benefits$2.8M
Fundraising$63K
Other expenses$845K
Total expenses$3.7M
Total assets$2.8M
Net assets$2.2M

People

15 listed

NameRoleCompensation

Malorie King

CEO partial yr

Board

$92K

40 hrs/wk

Jordan Luhr

CEO partial yr

Board

$46K

30 hrs/wk

Pete Zak

Co-Chair

Board

2 hrs/wk

Jessica Liebau

Co-Chair

Board

2 hrs/wk

Jon Vancos

Treasurer

Board

2 hrs/wk

Tarrah Beyer

Secretary

Board

2 hrs/wk

Kate Ansay

Director

Board

1 hrs/wk

Andrew Berns

Director

Board

1 hrs/wk

Sara Engel

Director

Board

1 hrs/wk

Ron Irwin

Director

Board

1 hrs/wk

Joanne Peters

Director

Board

1 hrs/wk

Jennifer Quadracci

Director

Board

1 hrs/wk

Charlie Ann Rykwalder

Director

Board

1 hrs/wk

Gregory Banach

Director

Board

1 hrs/wk

Rebecca Jackson started in 2025

CEO/Executive Director

Board

40 hrs/wk

Grants received

Showing 41 of 41

FromAmountPurposeYear
$13K
UNRESTRICTED
2024
$9K
FOR THE BENEFIT OF PERSONS WITH DISABILTIES.
2024
$5K
OPERATING SUPPORT
2024
$700
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$20K
ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.
2023
$14K
UNRESTRICTED
2023
$8K
GENERAL OPERATING SUPPORT
2023
$7K
FOR THE BENEFIT OF PERSONS WITH DISABILTIES.
2023
$5K
Contribution provided
2023
$5K
DISCRETIONARY GENERAL OPERATING
2023
$4K
BALANCE ADULT DAY PROGRAM - HEALTH & WELLNESS ACTIVITIES
2023
$2K
HEALTH AND HUMAN SERVICES
2023
$1K
PACE ART THERAPY PROGRAM
2023
$52K
UNRESTRICTED
2022
$46K
Permanent
2022
$15K
ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.
2022
$13K
Charitable Event
2022
$8K
GENERAL OPERATING
2022
$5K
GENERAL OPERATING SUPPORT
2022
$3K
SUPPORTING CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) IN OZAUKEE COUNTY.
2022
$1K
OPERATING SUPPORT
2022
$45K
Permanent
2021
$10K
ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.
2021
$1K
PACE ART THERAPY PROGRAM
2021
$15K
PROJECT / MAINTENANCE FOR ADULT FAMILY HOMES
2020
$9K
General Support
2020
$8K
GENERAL OPERATING
2020
$5K
GENERAL OPERATING SUPPORT
2020
$1K
PACE ART THERAPY PROGRAM
2020
$25
HEALTH AND HUMAN SERVICES
2020
$14K
GENERAL SUPPORT
2019
$5K
GENERAL OPERATING SUPPORT
2019
$18K
GENERAL DONATIONS
2018
$1K
OPERATING SUPPORT
2018

Funded by

$484K from 21 funders · 41 grants · 2018–2024

United Way Of Northern Ozaukee

$92K · 6 grants · 2018–2023

Wheda Foundation Inc

$91K · 2 grants · 2021–2022

Network For Good

$79K · 3 grants · 2022–2024

Nicholas Family Foundation Trust

$45K · 3 grants · 2021–2023

Stackner Family Foundation Inc

$23K · 4 grants · 2019–2023

Milwaukee Jewish Federation Inc

$18K · 1 grant · 2018

Wispact Inc

$16K · 2 grants · 2023–2024

Details

EIN391771303
NTEE codeP820
Subsection03
Ruling date1995-02
Formed1993
Employees125
Volunteers46
BALANCE INC — Mission, Financials & Grants Received | Grantivo