Grafton, WI
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Balance Inc, founded in 1993, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2023.
Balance strives to empower each individual in determining the direction of their life. Balances community based programs enhance the communities capacity to understand and embrace individuals with IDD and special needs. Balance is committed to providing programs maximizing individual potential while acting as prudent stewards of our resources.
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...
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.
Day 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...
Day 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.
Childrens 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...
Childrens 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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $3,570,780 | $3,634,835 | 0.0% |
| Expenses | $3,678,258 | $3,631,954 | +0.0% |
| Net Income | $-107,478 | $2,881 | -38.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
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Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Jordan Luhr | Chief Executive Officer | 040.00 |
Officer
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$152,334 | $6,093 | $158,427 |
| Pete Zak | Chair | 002.00 |
Officer
Director
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$0 | $0 | $0 |
| Jessica Liebau | Vice-Chair | 002.00 |
Officer
Director
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$0 | $0 | $0 |
| Jon Vancos | Treasurer | 002.00 |
Officer
Director
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$0 | $0 | $0 |
| Tarrah Beyer | Secretary | 002.00 |
Officer
Director
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$0 | $0 | $0 |
| Kate Ansay | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Andrew Berns | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Sara Engel | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Ron Irwin | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Joanne Peters | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Jennifer Quadracci | Director | 001.00 |
Director
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$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $3,570,780 | $3,678,258 | $2,650,036 | $-107,478 |
| 2022 | $3,634,835 | $3,631,954 | $2,818,679 | $2,881 |
| 2021 | $4,918,041 | $3,992,133 | $2,954,266 | $925,908 |
| 2020 | $4,311,382 | $3,936,838 | $2,583,310 | $374,544 |
| 2019 | $4,192,238 | $4,067,790 | $2,458,555 | $124,448 |
| 2018 | $3,624,537 | $3,690,849 | $2,212,413 | $-66,312 |
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