Human Services (P820) IRS Verified DX Registered 990 on File

BALANCE INC

EIN: 39-1771303 · GRAFTON, WI 53024-1990 · United States · FY 2024 Data

3 out of 5 59 / 100 Based on 2+ years of filings

Financial strength (30%) 100/100

Reliability (20%) 82/100

Effectiveness (25%) 85/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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CharityAI™ Score

out of 100

Mission Statement

Balance is dedicated to improving the quality of life for adults and children with intellectual and developmental disabilities (IDD) by providing programs that promote and respond to each person’s goals, dreams, and needs. Balance’s community-based programs also enhance the communities’ capacity to understand and embrace individuals with IDD and special needs.

Financial Overview — FY 2024

$4.2M

Annual Budget

$3.8M

Total Revenue

$3.7M

Total Expenses

$2.2M

Net Assets

125

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 79.3%

Fundraising Efficiency 128.5%

Operating Reserve 7.22x

Liability-to-Asset 19.9%

Revenue Diversification 87.7%

Executive Compensation $152K

Compared with Peers

FY 2025

Compared with 3,979 similar organizations (United States, Human Services, $1M–$10M in expenses), FY 2025. This organization's figures are from FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	79.3%	85.4%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	19.0%	11.5%	P10P90	Bottom quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	1.7%	0.5%	P10P90	Below median
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	128.5%	140.2%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	7.2 mo	9.3 mo	P10P90	Below median
Liabilities to assets Total liabilities / total assets · lower is better	19.9%	12.0%	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	87.7%	92.3%	P10P90	Above median
Revenue growth Year over year revenue growth	7.7%	5.5%	P10P90
Expense growth Year over year expense growth	-0.4%	5.6%	P10P90
Surplus margin Surplus as a share of revenue	4.7%	2.7%	P10P90

CharityAI™ Evaluation — 2025

70 / 100

100

Financial

Reliability

Effectiveness

Impact

Financial Strength (30%) 100

Reliability & Transparency (20%) 82

Program Effectiveness (25%) 85

Impact & Outcomes (25%) 10

0 programs

IRS Verified Form 990 on File 90% Data Complete

Officers & Board Members

1 person

Name	Title	Location	Type	Status
Alyse Sandow	Director	—	Officer	Active

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2024	$3.8M	$3.7M	$2.2M	79.3%	125
2023	$3.6M	$3.7M	$2.0M	81.0%	119
2022	$3.6M	$3.6M	$2.1M	84.6%	110
2021	$4.9M	$4.0M	N/A	—	116

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Organization Details

EIN: 39-1771303
State: WI
City: GRAFTON
ZIP: 53024-1990
Classification: P820
Category: Human Services
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1991
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
An organization that is not in good standing with its registry (for example a revoked tax exemption) is shown as Not rated.
"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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