Civic Intelligence

Balance 4 Kids

990 • Fiscal year 2023 • EIN 75-2994317

Jan 01, 2023 to Dec 31, 2023 • Filed on May 11, 2024

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

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$138,857

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

9.2%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$975,988

Flat from 2023

Net Assets

Flat

$779,918

Flat from 2023

Liabilities

Flat

$196,070

Flat from 2023

Revenue

Flat

$2,531,358

Flat from 2023

Expenses

Flat

$2,400,687

Flat from 2023

Net Income

Flat

$130,671

Flat from 2023

Historical Trend

Balance Sheet Trend

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 2023: $975,988Liabilities 2023: $196,070Net Assets 2023: $779,9182023Assets 2024: $1,018,792Liabilities 2024: $194,379Net Assets 2024: $824,4132024

Highlighted filing

2023

Assets$975,988
Liabilities$196,070
Net Assets$779,918

Operations Trend

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 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

2023

Revenue$2,531,358
Expenses$2,400,687
Net Income$130,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 11, 2024
Return Version
2023v5.1
Gross Receipts
$2,531,358
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$649,247$779,918▲ $130,671
Cash and Non-Interest-Bearing Accounts$426,061$418,666▼ $7,395
Accounts Receivable$310,825$345,247▲ $34,422
Savings and Temporary Cash Investments$17,000$112,043▲ $95,043
Land, Buildings, and Equipment, Net$701$96,982▲ $96,281
Other Notes and Loans Receivable, Net$1,094--
Total Assets$761,903$975,988▲ $214,085
Other Assets Total$6,222$3,050▼ $3,172
Liabilities
Accounts Payable and Accrued Expenses$112,656$196,070▲ $83,414
Total Liabilities$112,656$196,070▲ $83,414
Net Assets / Fund Balance
Total Net Assets Fund Balance$649,247$779,918▲ $130,671
Total Liabilities and Net Assets / Fund Balance$761,903$975,988▲ $214,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$95,000--
Equipment$1,982$54,506-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ashley BasaneseExecutive DirectorFT$138,857$138,857

Board Members and Trustees

NameTitle
Annette TaylorBoard Member
Lurena BrubakerBoard Member
Mark Yellin MDBoard Member
Melinda VahradianBoard Member
Tye RipmaBoard Member
Robert GeorgeSecty-Board Member
Chris BasaneseTreas-Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$13,395
Program Service Revenue
$2,517,963
Investment Income
$0
Other Revenue
$0
All Other Contributions
$963
Change in Net Assets
$130,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,111,122
Other Expenses$277,607
Grants and Similar Amounts Paid$11,958
Total Fundraising Expense$2,647
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,830,241$138,858$0$1,969,099
All Other Expenses$69,595$115,519$2,647$187,761
Payroll Taxes$130,776$11,247$0$142,023
Occupancy$0$43,641$0$43,641
Office Expenses$0$37,676$0$37,676
Grants to Domestic Orgs$11,958--$11,958
Fees for Services Legal$0$6,050$0$6,050
Travel$0$1,966$0$1,966
Depreciation Depletion$0$350$0$350
Advertising$163$0$0$163
Total Functional Expenses$2,042,733$355,307$2,647$2,400,687
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$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BalanceSCC Open$12,432$12,432$2,647$9,785
None----
Total Events$12,432$12,432$2,647$9,785
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
2024-05-11
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
108
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 directors father in law.

Pt VI, Line 2

Part vi line 2; chris basanese is exec directors father in law.

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt011946145
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02531358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02317644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02193879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02389059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02514205
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011946145
IRS990ScheduleA/TotalSupportAmt011946145
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01982
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054506
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt056488
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt095000
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt095000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt096982
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/DirectExpenseSummaryEventsAmt02647
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BalanceSCC Open
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0None
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012432
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02647
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 DIRECTORS FATHER IN LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PART VI LINE 2; CHRIS BASANESE IS EXEC DIRECTORS 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/TotalAssetsBOYAmt0761903
IRS990/TotalAssetsEOYAmt0975988
IRS990/TotalAssetsGrp/BOYAmt0761903
IRS990/TotalAssetsGrp/EOYAmt0975988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013395
IRS990/TotalEmployeeCnt0108
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02647
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0355307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02042733
IRS990/TotalFunctionalExpensesGrp/TotalAmt02400687
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112656
IRS990/TotalLiabilitiesEOYAmt0196070
IRS990/TotalLiabilitiesGrp/BOYAmt0112656
IRS990/TotalLiabilitiesGrp/EOYAmt0196070
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0649247
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0779918
IRS990/TotalProgramServiceExpensesAmt02042733
IRS990/TotalProgramServiceRevenueAmt02517963
IRS990/TotalReportableCompFromOrgAmt0138857
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02517963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02531358
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0761903
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0975988
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01966
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt01966
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01729 Seabright Ave
IRS990/USAddress/CityNm0Santa Cruz
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.20$0.78$2.53$2.40$0.13
2023Summary only. Only limited summary data is available for this year.$0.98$0.20$0.78$2.53$2.40$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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