Civic Intelligence

Balance 4 Kids

990 • Fiscal year 2022 • EIN 75-2994317

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profilewww.balance4kids.org
1729 Seabright AvenueSanta Cruz, CA 95062

(831) 464-8669

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.05x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

50th percentile

6.9%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$1,132

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

4.6%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$761,903

Up $188,870 (+33%) from 2021

Net Assets

Up

$649,247

Up $159,373 (+33%) from 2021

Liabilities

Up

$112,656

Up $29,497 (+35%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin50th percentile

Revenue

Up

$2,317,644

Up $100,929 (+4.6%) from 2021

Expenses

Up

$2,158,269

Up $86,253 (+4.2%) from 2021

Net Income

Up

$159,375

Up $14,676 (+10%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $132,211Liabilities 2011: $96,438Net Assets 2011: $35,7732011Assets 2012: $261,139Liabilities 2012: $193,982Net Assets 2012: $67,1572012Assets 2013: $343,054Liabilities 2013: $217,384Net Assets 2013: $125,6702013Assets 2014: $334,661Liabilities 2014: $198,019Net Assets 2014: $136,6422014Assets 2015: $517,661Liabilities 2015: $240,545Net Assets 2015: $277,1162015Assets 2016: $546,746Liabilities 2016: $299,586Net Assets 2016: $247,1602016Assets 2017: $556,455Liabilities 2017: $269,385Net Assets 2017: $287,0702017Assets 2018: $524,427Liabilities 2018: $275,341Net Assets 2018: $249,0862018Assets 2019: $632,232Liabilities 2019: $218,176Net Assets 2019: $414,0562019Assets 2020: $437,598Liabilities 2020: $92,424Net Assets 2020: $345,1742020Assets 2021: $573,033Liabilities 2021: $83,159Net Assets 2021: $489,8742021Assets 2022: $761,903Liabilities 2022: $112,656Net Assets 2022: $649,2472022Assets 2023: $975,988Liabilities 2023: $196,070Net Assets 2023: $779,9182023Assets 2024: $1,018,792Liabilities 2024: $194,379Net Assets 2024: $824,4132024

Highlighted filing

2022

Assets$761,903
Liabilities$112,656
Net Assets$649,247
Open 2022 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,004,737Expenses 2011: $3,032,495Net Income 2011: -$27,7582011Revenue 2012: $3,189,004Expenses 2012: $3,157,620Net Income 2012: $31,3842012Revenue 2013: $3,335,245Expenses 2013: $3,276,732Net Income 2013: $58,5132013Revenue 2014: $3,271,399Expenses 2014: $3,260,426Net Income 2014: $10,9732014Revenue 2015: $3,493,132Expenses 2015: $3,352,658Net Income 2015: $140,4742015Revenue 2016: $3,591,031Expenses 2016: $3,612,987Net Income 2016: -$21,9562016Revenue 2017: $3,565,061Expenses 2017: $3,525,151Net Income 2017: $39,9102017Revenue 2018: $3,600,103Expenses 2018: $3,638,087Net Income 2018: -$37,9842018Revenue 2019: $3,219,732Expenses 2019: $3,054,762Net Income 2019: $164,9702019Revenue 2020: $2,409,059Expenses 2020: $2,477,941Net Income 2020: -$68,8822020Revenue 2021: $2,216,715Expenses 2021: $2,072,016Net Income 2021: $144,6992021Revenue 2022: $2,317,644Expenses 2022: $2,158,269Net Income 2022: $159,3752022Revenue 2023: $2,531,358Expenses 2023: $2,400,687Net Income 2023: $130,6712023Revenue 2024: $2,459,272Expenses 2024: $2,414,777Net Income 2024: $44,4952024

Highlighted filing

2022

Revenue$2,317,644
Expenses$2,158,269
Net Income$159,375
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,317,644
Mission and Program Overview

Mission

The BALANCE organization will address

BalanceSCC enriches the lives of people with unique needs through compassionate care solutions, collaborative giving, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$489,874$649,247▲ $159,373
Cash and Non-Interest-Bearing Accounts$334,548$426,061▲ $91,513
Accounts Receivable$234,473$310,825▲ $76,352
Savings and Temporary Cash Investments-$17,000-
Other Notes and Loans Receivable, Net$1,094$1,094→ $0
Land, Buildings, and Equipment, Net$1,168$701▼ $467
Total Assets$573,033$761,903▲ $188,870
Other Assets Total$1,750$6,222▲ $4,472
Liabilities
Accounts Payable and Accrued Expenses$83,159$112,656▲ $29,497
Total Liabilities$83,159$112,656▲ $29,497
Net Assets / Fund Balance
Total Net Assets Fund Balance$489,874$649,247▲ $159,373
Total Liabilities and Net Assets / Fund Balance$573,033$761,903▲ $188,870

Asset Categories

AssetBook ValueDepreciationBasis
Land$0--
Equipment$701$53,689-
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Regina JudsonBoard Member$1,132$1,132

Board Members and Trustees

NameTitle
Annette TaylorBoard Member
Mark Yellin MDBoard Member
Melinda VahradianBoard Member
Tye RipmaBoard Member
Robert GeorgeSec'ty-Board Member
Chris BasaneseTreas-Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$16,293
Program Service Revenue
$2,301,351
Investment Income
$0
Other Revenue
$0
All Other Contributions
$964
Change in Net Assets
$159,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,909,763
Other Expenses$229,405
Grants and Similar Amounts Paid$16,219
Total Fundraising Expense$3,475
Professional Fundraising Fees$2,882

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$1,611,784$27,472$0$1,639,256
Payroll Taxes$147,464$11,278$0$158,742
All Other Expenses$51,100$103,242$593$154,935
Current Officers, Directors, Trustees, and Key Employees$0$111,765$0$111,765
Office Expenses$0$35,709$0$35,709
Occupancy$9,362$20,765$0$30,127
Grants to Domestic Orgs$16,219--$16,219
Fees for Services Accounting$0$6,293$0$6,293
Fees for Services Professional Fundraising--$2,882$2,882
Advertising$1,874$0$0$1,874
Depreciation Depletion$0$467$0$467
Total Functional Expenses$1,837,803$316,991$3,475$2,158,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Part IIISoquel, CA---
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,882

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BalanceSCC Open$8,419$8,419-$8,419
Santa Cruz Gives$6,910$6,910-$6,910
Total Events$15,329$15,329-$15,329
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
BalanceSCC
EIN
75-2994317
Phone
8314648669
Address
1729 Seabright Avenue, Santa Cruz, CA 95062
Doing Business As
BALANCE4Kids

Signing Officer

Name
Ashley Basanese
Title
Executive Director
Phone
8314648669
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Basanese
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
124
Volunteers
10

Preparer

Firm
Chris B Mizar CPA
Address
25431 Cabot Road Ste 202, Laguna Hills, CA 92653
Preparer
Chris B Mizar CPA
Phone
9499513530
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Federal forms 990 are available for public review via our website.”

Pt VI, Line 19

“________________________”

Pt VI, Line 19

“//”

Pt VI, Line 11B

“Each year the Forms 990 are reviewed and approved by the Board.”

Pt V, Line 13A

“xxx”

Pt VI, Line 15B

“Compensation packages are reviewed by Board”

Pt VI, Line 15A

“Compensation packages are reviewed by Board”

Other

“Part vi line 2; chris basanese is exec director's father in law.”

Pt VI, Line 2

“Part vi line 2; chris basanese is exec director's father in law.”

Raw XML AppendixShowing 400 of 434 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt083159
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0112656
IRS990/AccountsReceivableGrp/BOYAmt0234473
IRS990/AccountsReceivableGrp/EOYAmt0310825
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0BalanceSCC enriches the lives of people with unique needs through compassionate care solutions, collaborative giving, and community.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt01874
IRS990/AdvertisingGrp/TotalAmt01874
IRS990/AllOtherContributionsAmt0964
IRS990/AllOtherExpensesGrp/FundraisingAmt0593
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0103242
IRS990/AllOtherExpensesGrp/ProgramServicesAmt051100
IRS990/AllOtherExpensesGrp/TotalAmt0154935
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Ashley Basanese
IRS990/BooksInCareOfDetail/PhoneNum08314648669
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01729 Seabright Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092062
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0334548
IRS990/CashNonInterestBearingGrp/EOYAmt0426061
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0111765
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111765
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt027472
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt01611784
IRS990/CompDisqualPersonsGrp/TotalAmt01639256
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt015329
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016293
IRS990/CYGrantsAndSimilarPaidAmt016219
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0229405
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02301351
IRS990/CYRevenuesLessExpensesAmt0159375
IRS990/CYSalariesCompEmpBnftPaidAmt01909763
IRS990/CYTotalExpensesAmt02158269
IRS990/CYTotalFundraisingExpenseAmt03475
IRS990/CYTotalProfFndrsngExpnsAmt02882
IRS990/CYTotalRevenueAmt02317644
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0467
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0467
IRS990/Desc0We provide one-on-one aides for clients with unique needs.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0BALANCE4Kids
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0124
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01837803
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06293
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt06293
IRS990/FeesForServicesProfFundraising/FundraisingAmt02882
IRS990/FeesForServicesProfFundraising/TotalAmt02882
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Regina Judson
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert George
IRS990/Form990PartVIISectionAGrp/PersonNm2Annette Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm3Melinda Vahradian
IRS990/Form990PartVIISectionAGrp/PersonNm4Chris Basanese
IRS990/Form990PartVIISectionAGrp/PersonNm5Tye Ripma
IRS990/Form990PartVIISectionAGrp/PersonNm6Mark Yellin MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sec'ty-Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treas-Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt015329
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016219
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016219
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02317644
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053689
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0701
IRS990/LandBldgEquipCostOrOtherBssAmt054390
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BalanceSCC enriches the lives of people with unique needs through compassionate care solutions, collaborative giving, and community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0489874
IRS990/NetAssetsOrFundBalancesEOYAmt0649247
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020765
IRS990/OccupancyGrp/ProgramServicesAmt09362
IRS990/OccupancyGrp/TotalAmt030127
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035709
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt035709
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01750
IRS990/OtherAssetsTotalGrp/EOYAmt06222
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01094
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01094
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011278
IRS990/PayrollTaxesGrp/ProgramServicesAmt0147464
IRS990/PayrollTaxesGrp/TotalAmt0158742
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Ashley Basanese
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Quest Center
IRS990/ProgramServiceRevenueGrp/Desc1Respite Services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0845
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12300506
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014511
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011889
IRS990/PYOtherExpensesAmt0293291
IRS990/PYProgramServiceRevenueAmt02202204
IRS990/PYRevenuesLessExpensesAmt0144699
IRS990/PYSalariesCompEmpBnftPaidAmt01766836
IRS990/PYTotalExpensesAmt02072016
IRS990/PYTotalRevenueAmt02216715
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0159375
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02317644
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0489874
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0649247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02317644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02193879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02389059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02514205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02818984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012233771
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0781119
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0781119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt013014890
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02317644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02193879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02389059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02514205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03600103
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013014890
IRS990ScheduleA/TotalSupportAmt013014890
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0701
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053689
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt054390
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0701
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Our clients are assigned to us from our local school districts where we have no influence over their assigment policies. See required narrative in space provided on Schedule E, Part 1
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1Our local SELPA office (Special Education Local Plan Area) does maintain this information and does provide us with reports from time to time. See required narrative in space provided on Schedule E, Part 1
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2Not applicable
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 4d
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Line 6b
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BalanceSCC Open
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Santa Cruz Gives
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015329
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0See Part III
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01234 Anystreet
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Soquel
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095073
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Federal forms 990 are available for public review via our website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1________________________
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2//
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each year the Forms 990 are reviewed and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4xxx
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation packages are reviewed by Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Compensation packages are reviewed by Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART VI LINE 2; CHRIS BASANESE IS EXEC DIRECTOR'S FATHER IN LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PART VI LINE 2; CHRIS BASANESE IS EXEC DIRECTOR'S FATHER IN LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt V, Line 13a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 2
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0573033
IRS990/TotalAssetsEOYAmt0761903
IRS990/TotalAssetsGrp/BOYAmt0573033
IRS990/TotalAssetsGrp/EOYAmt0761903
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016293
IRS990/TotalEmployeeCnt0124
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03475
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0316991
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01837803
IRS990/TotalFunctionalExpensesGrp/TotalAmt02158269
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt083159
IRS990/TotalLiabilitiesEOYAmt0112656
IRS990/TotalLiabilitiesGrp/BOYAmt083159
IRS990/TotalLiabilitiesGrp/EOYAmt0112656
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0489874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0649247
IRS990/TotalProgramServiceExpensesAmt01837803
IRS990/TotalProgramServiceRevenueAmt02301351
IRS990/TotalReportableCompFromOrgAmt01132
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02301351
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02317644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0573033
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0761903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01729 Seabright Ave
IRS990/USAddress/CityNm0Santa Cruz
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095062
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.balance4kids.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$761,903
Liabilities
$112,656
Net assets
$649,247
Revenue
$2,317,644
Expenses
$2,158,269
Net income
$159,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.19$0.82$2.46$2.41$0.04
2023Summary only. Only limited summary data is available for this year.$0.98$0.20$0.78$2.53$2.40$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.11$0.65$2.32$2.16$0.16
2021Summary only. Only limited summary data is available for this year.$0.57$0.08$0.49$2.22$2.07$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.09$0.35$2.41$2.48$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.22$0.41$3.22$3.05$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.28$0.25$3.60$3.64$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.27$0.29$3.57$3.53$0.04
2016Summary only. Only limited summary data is available for this year.$0.55$0.30$0.25$3.59$3.61$0.02
2015Summary only. Only limited summary data is available for this year.$0.52$0.24$0.28$3.49$3.35$0.14
2014Summary only. Only limited summary data is available for this year.$0.33$0.20$0.14$3.27$3.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.34$0.22$0.13$3.34$3.28$0.06
2012Summary only. Only limited summary data is available for this year.$0.26$0.19$0.07$3.19$3.16$0.03
2011Summary only. Only limited summary data is available for this year.$0.13$0.10$0.04$3.00$3.03$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits