2024-05-14T00:33:42-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 421417295 BALANCE AUTISM FOUNDATION BALA 5159674369 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 PEG MOSES CFO 5159674369 2024-05-13 1 PEG MOSES 999009999 1 KATHRYN R ROTH CPA P01298804 5157275700 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PEG MOSES 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 592201 0 X N/A X 1994 IA SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM AND FOR ENSURING THE CONTINUED VIABILITY OF BALANCE AUTISM. 6 5 0 10 0 0 140219 449225 93398 79030 13573 53606 15510 10340 262700 592201 0 251295 0 0 0 0 0 0 0 86334 61335 86334 312630 176366 279571 4082856 4349751 275882 261536 3806974 4088215 SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM AND FOR ENSURING THE CONTINUED VIABILITY OF BALANCE AUTISM SERVICES. 0 0 312630 251295 79030 CAMPUS RESIDENTIAL - THE COST OF PROVIDING BUILDING SPACE TO THE CAMPUS RESIDENTIAL PROGRAM OF THE HOMESTEAD AUTISM SERVICES (A RELATED ORGANIZATION). 312630 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PEG MOSES 5159674369 1625 ADVENTURELAND DRIVE NO B ALTOONA IA 50009 STEVE MULLER CEO/DIRECTOR 1.00 1.00 X X 0 260992 36334 SUSAN FREED CHAIR 1.00 39.00 X X 0 0 0 ANNE MACFARLAND VICE CHAIR 1.00 1.00 X X 0 0 0 BRIAN AUST TREASURER 1.00 1.00 X X 0 0 0 BROOKE SCHAFER SECRETARY 1.00 1.00 X X 0 0 0 CHRIS HENDERSON PAST CHAIR 1.00 1.00 X 0 0 0 GRANT JOHNSON CFO (THRU DEC 2022) 1.00 39.00 X 0 183387 16099 PEG MOSES CFO (STARTED JUN 2022) 1.00 39.00 X 0 84875 9714 0 529254 62147 0 0 1 0 0 449225 449225 RENT FROM AFFILIATE 532000 79030 79030 79030 53606 53606 10340 0 10340 10340 10340 592201 79030 0 63946 251295 251295 9787 9787 258 258 12612 12612 38678 38678 312630 312630 0 0 1533931 1520912 210568 551349 237560 213702 2710235 698328 2050585 2011907 50212 51881 4082856 4349751 532 1792 0 7185 275350 252559 275882 261536 X 3806974 4088215 3806974 4088215 4082856 4349751 279571 1670 0 X 0 1 X 1 0 X X 1 BALANCE AUTISM 421377412 10 1 251295 0 1 251295 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1445583 1445583 1060788 512714 548074 203864 185614 18250 2011907 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 0 BALANCE AUTISM 1625 ADVENTURELAND DRIVE ALTOONA IA 50009 421377412 501C3 251295 0 CAPITAL IMPROVEMENTS AND PURCHASES 0 0 0 0 0 0 0 1 0 STEVE MULLER CEO/DIRECTOR 0 260992 0 0 0 0 0 20118 0 16216 0 297326 0 0 GRANT JOHNSON CFO (THRU DEC 2022) 0 183387 0 0 0 0 0 11749 0 4350 0 199486 0 0 PART I, LINE 7 THE RELATED ORGANIZATION HAS SIGNED A CONTRACT WITH ITS CHIEF EXECUTIVE OFFICER THAT ALLOWS HIM TO CASH IN ANY AMOUNT OF UNUSED PTO AT ANY TIME DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED AND DISCUSSED BY THE BOARD WITH THE PREPARER DURING THE RESOURCE UTILIZATION COMMITTEE AND FULL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C THE PROBLEM SOLVING POLICIES REQUIRE REPORTING TO THE BOARD. IN BOARD ORIENTATION THEY ARE INSTRUCTED TO REPORT INCIDENTS TO THE FULL BOARD. THE BOARD MINUTES REFLECT ANY DISCUSSIONS OR CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. BALANCE AUTISM 1625 ADVENTURELAND DRIVE ALTOONA IA 50009 421377412 DEVLOPING INNOVATIVE SOLUTIONS FOR CHILDREN AND ADULTS WITH AUTISM IA 501(C)(3) 10 N/A 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 BALANCE AUTISM K 79030 AMOUNTS IN ASSUMED LEASE BALANCE AUTISM B 251295 AMOUNT OF CASH BALANCE AUTISM D 213702 ENDING BALANCE