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
Public Charity
Balance Inc
Based in Grafton, WI, Balance Inc operates as a Public Charity. The organization reported $3.8M in revenue, $3.7M in expenses, $2.8M in total assets for fiscal year 2024. Imperigo tracks 21 reported grant relationships connected to this organization totaling approximately $625K.
EIN: 391771303
Grafton, WI
Developmentally Disabled Centers
NTEE: P82
Latest filing: 2024
Total Revenue$3.8M
Total Expenses$3.7M
Total Assets$2.8M
Grant Records21
Funding Total$625K
Filing Years2019–2024
Where $100 goes at Balance Inc
How Balance Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$85
Programs
the work itself
$13
Management
running the organization
$2
Fundraising
raising the next dollar
Inside the $85 for programs
$56
Adult Family HomesBalance owns operates 8 Adult Family Homes AFHs throughout Ozaukee County
$25
Adult Day ProgramBalance offers facility-based adult day services for adults with IDD
$4
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
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
UNRESTRICTED
$13,362
FOR THE BENEFIT OF PERSONS WITH DISABILTIES.
$8,503
HUMAN NEEDS
$15,000
UNRESTRICTED
$13,624
FOR THE BENEFIT OF PERSONS WITH DISABILTIES.
$7,000
Showing up to 5 of 21 total records — full history available with membership.
Officers & Directors
Director
Andrew Berns
Director
Charlie Ann Rykwalder
Director
Gregory Banach
Director
Jennifer Quadracci
Co-Chair
Jessica Liebau
Director
Joanne Peters
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $3.8M | $3.7M | $2.8M |
| 2023 | $3.6M | $3.7M | $2.7M |
| 2022 | $3.6M | $3.6M | $2.8M |
| 2020 | $4.3M | $3.9M | $2.6M |
| 2019 | $4.2M | $4.1M | $2.5M |
Between 2019 and 2024, reported annual revenue declined from $4.2M to $3.8M (-8%), with total assets most recently reported at $2.8M.
Interactive year-over-year charts and full filing details available with membership.