BALANCE INC

GRAFTON, WI, 53024-1990 (262) 268-6811 Est. 1991 EIN 39-1771303

P820 - Human Services 990 - Public charity return 501(c)(3)

www.balanceinc.org

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

Financials

Total Revenue

$3,846,720

Total Expenses

$3,665,179

Net Assets

$2,205,203

125 employees 46 volunteers

From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve

7.2 months Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 7.7%

Expenses ↓ 0.4%

Revenue Sources

Contributions 11.9% Earned revenue 87.7% Investment 0.8%

Expense Breakdown

Program 79.3% Management 19.0% Fundraising 1.7%

Officers & Key Employees (15)

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Grants Received (15)

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Filing History (5 filings)

Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jan 1, 2024 to Dec 31, 2024	$3,846,720 ↑	$3,665,179	$2,205,203
2023 990 - Public charity return Jan 1, 2023 to Dec 31, 2023	$3,570,780 ↓	$3,678,258	$2,013,647
2022 990 - Public charity return Jan 1, 2022 to Dec 31, 2022	$3,634,835 ↓	$3,631,954	$2,086,058
2020 990 - Public charity return Jan 1, 2020 to Dec 31, 2020	$4,311,382 ↑	$3,936,838	$1,269,764
2018 990 - Public charity return Jan 1, 2018 to Dec 31, 2018	$3,624,537	$3,690,849	$733,991