Civic Intelligence

The Balousek Family Foundation

EIN 20-3566178 • 501(c)3 • Moraga, CA

Profile

Providing shoes and other clothing items to needy children who attend elementary schools in order to enhance the self-esteem of such students and thus attempt to improve their scholastic achievement and interest.

11 Magee CourtMoraga, CA 94556

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-71%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$673,273

Down $80,042 (-11%) from 2023

Liabilities

Down

$2,500

Down $598 (-19%) from 2023

Net Assets

Down

$670,773

Down $79,444 (-11%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin5th percentile

Revenue

Down

$111,217

Down $31,360 (-22%) from 2023

Expenses

Up

$190,661

Up $81,096 (+74%) from 2023

Net Income

Down

-$79,444

Down $112,456 (-341%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $585,600Liabilities 2010: $0Net Assets 2010: $585,6002010Assets 2011: $569,137Liabilities 2011: $0Net Assets 2011: $569,1372011Assets 2012: $554,604Liabilities 2012: $0Net Assets 2012: $554,6042012Assets 2013: $540,338Liabilities 2013: $0Net Assets 2013: $540,3382013Assets 2014: $519,812Liabilities 2014: $0Net Assets 2014: $519,8122014Assets 2015: $494,114Liabilities 2015: $0Net Assets 2015: $494,1142015Assets 2016: $469,268Liabilities 2016: $0Net Assets 2016: $469,2682016Assets 2017: $456,429Liabilities 2017: $0Net Assets 2017: $456,4292017Assets 2018: $535,163Liabilities 2018: $1,229Net Assets 2018: $533,9342018Assets 2019: $565,221Liabilities 2019: $1,229Net Assets 2019: $563,9922019Assets 2020: $659,449Liabilities 2020: $7,291Net Assets 2020: $652,1582020Assets 2021: $706,659Liabilities 2021: $2,500Net Assets 2021: $704,1592021Assets 2022: $719,705Liabilities 2022: $2,500Net Assets 2022: $717,2052022Assets 2023: $753,315Liabilities 2023: $3,098Net Assets 2023: $750,2172023Assets 2024: $673,273Liabilities 2024: $2,500Net Assets 2024: $670,7732024

Highlighted filing

2024

Assets$673,273
Liabilities$2,500
Net Assets$670,773
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $35,932Expenses 2010: $50,277Net Income 2010: -$14,3452010Revenue 2011: $39,232Expenses 2011: $55,695Net Income 2011: -$16,4632011Revenue 2012: $31,593Expenses 2012: $46,126Net Income 2012: -$14,5332012Revenue 2013: $34,271Expenses 2013: $48,537Net Income 2013: -$14,2662013Revenue 2014: $28,850Expenses 2014: $49,377Net Income 2014: -$20,5272014Revenue 2015: $25,502Expenses 2015: $51,200Net Income 2015: -$25,6982015Revenue 2016: $36,804Expenses 2016: $61,650Net Income 2016: -$24,8462016Revenue 2017: $40,949Expenses 2017: $53,788Net Income 2017: -$12,8392017Revenue 2018: $143,483Expenses 2018: $65,978Net Income 2018: $77,5052018Revenue 2019: $144,332Expenses 2019: $114,274Net Income 2019: $30,0582019Revenue 2020: $178,017Expenses 2020: $89,851Net Income 2020: $88,1662020Revenue 2021: $132,987Expenses 2021: $80,986Net Income 2021: $52,0012021Revenue 2022: $116,776Expenses 2022: $103,730Net Income 2022: $13,0462022Revenue 2023: $142,577Expenses 2023: $109,565Net Income 2023: $33,0122023Revenue 2024: $111,217Expenses 2024: $190,661Net Income 2024: -$79,4442024

Highlighted filing

2024

Revenue$111,217
Expenses$190,661
Net Income-$79,444
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$673,273
Liabilities
$2,500
Net assets
$670,773
Revenue
$111,217
Expenses
$190,661
Net income
-$79,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.03$6.71$1.11$1.91$0.79
2023Detailed filing. Detailed filing data is available for this year.$7.53$0.03$7.50$1.43$1.10$0.33
2022Detailed filing. Detailed filing data is available for this year.$7.20$0.03$7.17$1.17$1.04$0.13
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.03$7.04$1.33$0.81$0.52
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.07$6.52$1.78$0.90$0.88
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.64$1.44$1.14$0.30
2018Detailed filing. Detailed filing data is available for this year.$5.35$0.01$5.34$1.43$0.66$0.78
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.41$0.54$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.37$0.62$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.26$0.51$0.26
2014Summary only. Only limited summary data is available for this year.$5.20$0.00$5.20$0.29$0.49$0.21
2013Summary only. Only limited summary data is available for this year.$5.40$0.00$5.40$0.34$0.49$0.14
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.32$0.46$0.15
2011Summary only. Only limited summary data is available for this year.$5.69$0.00$5.69$0.39$0.56$0.16
2010Summary only. Only limited summary data is available for this year.$5.86$0.00$5.86$0.36$0.50$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 25, 2025
Return Version
2024v5.2
Gross Receipts
$689,102
Mission and Program Overview

Mission

Providing shoes and other clothing items to needy children who attend elementary schools in order to enhance the self-esteem of such students and thus attempt to improve their scholastic achievement and interest.

Providing shoes, clothing items, and school tuition to needy children in order to enhance the self-esteem of such students and attempt to improve their scholastic achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$750,217$670,773▼ $79,444
Investments in Publicly Traded Securities$717,658$654,269▼ $63,389
Cash and Non-Interest-Bearing Accounts$35,657$19,004▼ $16,653
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$753,315$673,273▼ $80,042
Liabilities
Other Liabilities$3,098$2,500▼ $598
Total Liabilities$3,098$2,500▼ $598
Net Assets / Fund Balance
Total Net Assets Fund Balance$750,217$670,773▼ $79,444
Total Liabilities and Net Assets / Fund Balance$753,315$673,273▼ $80,042

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,044$2,044
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Annemarie ClaymoreDirector
Bonnie KoojoolianDirector
Stanley RothDirector
Kathleen BalousekSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$110,403
Program Service Revenue
$0
Investment Income
$814
Other Revenue
$0
Change in Net Assets
$-79,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,122
Salaries, Compensation, and Employee Benefits$22,859
Other Expenses$11,680
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$156,122--$156,122
Current Officers, Directors, Trustees, and Key Employees$18,900$2,100-$21,000
Fees for Service Investment Mgmnt Fees-$3,706-$3,706
Payroll Taxes$1,673$186-$1,859
Fees for Services Accounting-$1,818-$1,818
Travel$1,340--$1,340
Fees for Services Other-$909-$909
Other Expenses$3,130$136-$136
Total Functional Expenses$181,165$9,496$0$190,661
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reimbursement Payable$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Tax return reviewed by treasurer before filing.”

Form 990, Part VI, Section C, Line 18

“Tax return available for public inspection upon written request.”

Form 990, Part VI, Section C, Line 19

“Tax return available for public inspection upon written request.”

Filing and Contact Details

Filer

Filer Name
The Balousek Family Foundation
EIN
20-3566178
Phone
9253768934
Address
11 MAGEE COURT, MORAGA, CA 94556

Signing Officer

Name
Kathleen Balousek
Title
President
Phone
9253768934
Signed
2025-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Balousek
Formed
2006
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Spmcpa Inc
Address
1000 FOURTH ST STE 875, SAN RAFAEL, CA 94901
Preparer
Steven P Miller CPA
Phone
4154829306
Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02044
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REIMBURSEMENT PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02500
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt135000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt289051
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DONATIONS TO OTHER PUBLIC CHARITIES -501(C)3 FOUNDATIONS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CASH TO SCHOOLS FOR STUDENT TUITION & SCHOLORSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2CASH TO CHURCHES FOR RELIGIOUS NEEDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3CLOTHING FOR UNDER-PRIVILEGED INDIVIDUALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt07071
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3FMV IRS GUIDLINES FOR NON-CASH DONATIONS
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN REVIEWED BY TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX RETURN AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0753315
IRS990/TotalAssetsEOYAmt0673273
IRS990/TotalAssetsGrp/BOYAmt0753315
IRS990/TotalAssetsGrp/EOYAmt0673273
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0110403
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09496
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181165
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03098
IRS990/TotalLiabilitiesEOYAmt02500
IRS990/TotalLiabilitiesGrp/BOYAmt03098
IRS990/TotalLiabilitiesGrp/EOYAmt02500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0750217
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0670773
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0181165
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0814
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111217
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0753315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673273
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01340
IRS990/TravelGrp/TotalAmt01340
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 MAGEE COURT
IRS990/USAddress/CityNm0MORAGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094556
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BALOUSEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09253768934
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BALOUSEK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALO
ReturnHeader/Filer/EIN0203566178
ReturnHeader/Filer/PhoneNum09253768934
ReturnHeader/Filer/USAddress/AddressLine1Txt011 MAGEE COURT
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472731515
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPMCPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FOURTH ST STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04154829306
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P MILLER CPA
ReturnHeader/ReturnTs02025-10-30T18:22:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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