2026-04-17T17:42:03-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421417295 BALANCE AUTISM FOUNDATION BALA 5159674369 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 PEG MOSES CFO 5159674369 2026-04-17 1 0 MICHELLE M HEKEL P01440878 3192346885 2026-04-17 2024 2025-03-06 01:10:19Z PEG MOSES 1625 ADVENTURELAND DRIVE B ALTOONA IA 50009 596668 0 X N/A X 1994 IA SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM 6 5 694 5 0 0 109496 463343 86214 86214 70122 32536 16693 14575 282525 596668 14725 15685 0 0 50000 50000 0 0 0 62456 55187 127181 120872 155344 475796 4284470 4964699 8254 57185 4276216 4907514 SUPPORTING THE DEVELOPMENT OF INNOVATIVE SOLUTIONS FOR INDIVIDUALS WITH AUTISM AND FOR ENSURING THE CONTINUED VIABILITY OF BALANCE AUTISM SERVICES. 0 0 65685 15685 86214 CAMPUS RESIDENTIAL - THE COST OF PROVIDING BUILDING SPACE TO THE CAMPUS RESIDENTIAL PROGRAM OF THE HOMESTEAD AUTISM SERVICES (A RELATED ORGANIZATION). 65685 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 0 694 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 39.00 X X 50000 245474 36357 ALBERTO MUNOZ PRESIDENT 1.00 1.00 X X 0 0 0 SAM CROPPER VICE PRESIDENT 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 ANNE MACFARLAND PAST PRESIDENT 1.00 1.00 X 0 0 0 PEG MOSES CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 177685 22474 50000 423159 58831 0 0 1 0 0 463343 463343 RENT FROM AFFILIATE 532000 86214 86214 86214 32536 32536 14575 0 14575 14575 14575 596668 86214 0 47111 X 15685 15685 50000 50000 9898 9898 6551 6551 60 60 38678 38678 120872 65685 55187 0 557948 1375026 224659 0 195450 176334 2710235 775684 1973229 1934551 1333184 1478788 4284470 4964699 1069 50000 7185 7185 8254 57185 X 4276216 4907514 4276216 4907514 4284470 4964699 475796 155502 0 X 0 1 X 1 0 X X 1 BALANCE AUTISM 421377412 10 1 15685 0 1 15685 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 583434 477354 203864 192250 11614 1934551 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 2021. 0 BALANCE AUTISM 1625 ADVENTURELAND DRIVE ALTOONA IA 50009 421377412 501C3 15685 0 CAPITAL IMPROVEMENTS AND PURCHASES 1 0 0 0 0 0 0 0 1 0 STEVE MULLER CEO/DIRECTOR 50000 245474 0 0 0 0 0 23508 0 12849 50000 281831 0 0 PEG MOSES CHIEF FINANCIAL OFFICER 0 177685 0 0 0 0 0 14614 0 7860 0 200159 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF THE RELATED ORGANIZATION REVIEWED THE GUIDESTAR COMPENSATION REPORTED AS WELL AS A REPORT THAT COMPARED SIMILAR LOCAL PROVIDERS. IN ADDITION, THE RELATED ORGANIZATION HIRED A CONSULTANT IN FALL 2019 TO COMPARE THE CEO'S COMPENSATION AND BENEFIT PACKAGE TO THOSE PROVIDED BY SIMILAR ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY. PART I, LINE 7 THE RELATED ORGANIZATION HAS SIGNED A CONTRACT WITH ITS CHIEF EXECUTIVE OFFICER THAT ALLOWS HIM TO CASH IN ANY MOUNT 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. FORM 990, PART IX, LINE 5 ALL PAYROLL IS PROCESSED THROUGH BALANCE AUTISM, A RELATED ORGANIZATION, AS A COMMON PAYMASTER, AND IS REIMBURSED BY THE ORGANIZATION FOR ITS SHARE OF PAYROLL AND EMPLOYMENT COSTS. TOTAL EMPLOYEE/W-2 COUNT IN 2024 WAS 694. THE SALARIES FOR BALANCE AUTISM ARE REFLECTED ON ITS 990 FILING. TOTAL COMPENSATION FROM ORGANIZATION AND REALTED ORGANIZATIONS ON PAGE 7 AGREE TO THE W-2S FILED. 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 J 86214 AMOUNTS IN ASSUMED LEASE BALANCE AUTISM D 176334 ENDING BALANCE