Wisconsin · Nonprofit
Balance Inc
Balance Inc (Wisconsin) receives grants from 30 organizations whose IRS filings report $1,212,569 to it, the largest being OZAUKEE COUNTY ASSOCIATION FOR RETARDED CITIZENS INC ($295,943). 15 of them have funded it in more than one year.
- Revenue FY2024
- $3.8M
- Funders on record
- 30
- Grants received
- $1.2M
- Net assets
- $2.2M
What Balance Inc does
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
As stated on its FY2024 Form 990.
Programs
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.
$1,980,560 spent$2,141,532 earned by the program66% of program spendingDay 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.
$838,368 spent$775,297 earned by the program28% of program spendingChildrens 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.
$137,248 spent$172,482 earned by the program5% of program spendingOther 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.
$23,105 spent$41,458 earned by the program1% of program spending
The 4 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $2,979,281.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.6M to $3.0M (+14%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2019 2% · 2020 18% · 2021 30%. Grants only. Government contracts and fees sit inside program revenue.
12% of Balance Inc’s revenue is contributions — more earned-revenue than three-quarters of its peers (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 3 funders to 13 funders, grant income rose $29k → $133k.
5 of 30 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 13% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Balance Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Balance Inc has a broad base — no single funder exceeds 24% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
56% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Balance Inc.
Largest funder’s share by year: 2017 44% · 2018 52% · 2019 68% · 2020 37% · 2021 43% · 2022 34% · 2023 35% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
29% of Balance Inc's funders are still giving 3 years after their first grant; 50% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
82% of Balance Inc's grant income comes from Wisconsin funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $161k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Balance Inc runs a healthier operating margin than half of the 11,263 human services nonprofits its size.
this organization peer median middle 50% of peers· 11,263 human services nonprofits $1M–$10M, FY2024
Organizations like Balance Inc
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
79% of spending goes to programs.
Governance
Public support
97%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for Balance Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Balance Inc?
- Balance Inc (Wisconsin) receives grants from 30 organizations whose IRS filings report $1,212,569 to it, the largest being OZAUKEE COUNTY ASSOCIATION FOR RETARDED CITIZENS INC ($295,943). 15 of them have funded it in more than one year.
- How many funders does Balance Inc have?
- IRS filings report 30 organizations giving $1,212,569 in grants to Balance Inc, 15 of which have funded it in more than one year.
- Who is the largest funder of Balance Inc?
- OZAUKEE COUNTY ASSOCIATION FOR RETARDED CITIZENS INC is the largest funder on record, with $295,943 in grants. The full list of funders is on this page.
- How can an organization like Balance Inc find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Balance →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 30 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing