Civic Intelligence

Balance Our Tax Code

EIN 83-3906690 • 501(c)4 • Seattle, WA

Profile

Advocate for tax policy in Washington State

PO Box 21961Seattle, WA 98111

balanceourtaxcode.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

100th percentile

$128,045

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 76.4% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

16th percentile

-39%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

1.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$0

Down $61,570 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $61,148 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Down

$115,500

Down $52,201 (-31%) from 2022

Expenses

Down

$176,648

Down $31,442 (-15%) from 2022

Net Income

Down

-$61,148

Down $20,759 (-51%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2020: $89,884Liabilities 2020: $110Net Assets 2020: $89,7742020Assets 2021: $101,629Liabilities 2021: $92Net Assets 2021: $101,5372021Assets 2022: $61,570Liabilities 2022: $422Net Assets 2022: $61,1482022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $109,360Expenses 2020: $46,466Net Income 2020: $62,8942020Revenue 2021: $165,900Expenses 2021: $154,137Net Income 2021: $11,7632021Revenue 2022: $167,701Expenses 2022: $208,090Net Income 2022: -$40,3892022Revenue 2023: $115,500Expenses 2023: $176,648Net Income 2023: -$61,1482023

Highlighted filing

2023

Revenue$115,500
Expenses$176,648
Net Income-$61,148
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$115,500
Expenses
$176,648
Net income
-$61,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.16$1.77$0.61
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.61$1.68$2.08$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.66$1.54$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.09$0.46$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 15, 2024
Return Version
2023v5.0
Gross Receipts
$115,500
Mission and Program Overview

Mission

Advocate for tax policy in Washington State

Program Services

DescriptionGrantsExpenses
Worked with a group of stakeholders to influnce legislative policies regarding taxation in WashingtonState.$118,770$169,412
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Xandre ChateaubriandPresident-$0--
Reiny CohenVice President-$0--
Sharonne NavasTreasurer-$0--
Maggie HumphreysSecretary-$0--
Adam GlickmanBoard Member-$0--
Tiffany MendozaBoard Member-$0--
Paul Quinonez FigueroaBoard Member-$0--
Chris LangelerBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Balance Our Tax Code
EIN
83-3906690
Phone
2063825552
Address
PO Box 21961, Seattle, WA 98111

Signing Officer

Name
Sharonne Navas
Title
Treasurer
Phone
2063825552
Signed
2024-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Seattle CFO Services
Address
509 Olive Way Suite 1133, Seattle, WA 98101
Preparer
Philip Lloyd
Phone
2063825552
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the Form 990 is provided electronically to each board member for review prior to filing.”

Form 990EZ, Part I, Line 10

“Grant; Grantmaking; Fuse Washington: 1402 Third Ave, Seattle , WA, 98101; Grantee, 118770.”

Form 990EZ, Part I, Line 16

“Insurance 1962.”

Form 990EZ, Part I, Line 16

“Transaction Fees 19.”

Form 990EZ, Part I, Line 16

“Other 17.”

Form 990EZ, Part II, Line 26

“Accounts Payable 422.”

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0603 Stewart St Suite 819
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-61148
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019700
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0118770
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0115500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061148
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Xandre Chateaubriand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Reiny Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sharonne Navas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maggie Humphreys
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Adam Glickman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tiffany Mendoza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Paul Quinonez Figueroa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chris Langeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01998
IRS990EZ/PrimaryExemptPurposeTxt0Advocate for tax policy in Washington State
IRS990EZ/PrintingPublicationsPostageAmt0590
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Worked with a group of stakeholders to influnce legislative policies regarding taxation in WashingtonState.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0118770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0169412
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035590
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0422
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0176648
IRS990EZ/TotalProgramServiceExpensesAmt0169412
IRS990EZ/TotalRevenueAmt0115500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0balanceourtaxcode.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0118770
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(4)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Fuse Washington
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01402 Third Ave
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Seattle
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd098101
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 is provided electronically to each board member for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grant; Grantmaking; Fuse Washington: 1402 Third Ave, Seattle , WA, 98101; Grantee, 118770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 1962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transaction Fees 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable 422.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharonne Navas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02063825552
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Balance Our Tax Code
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0833906690
ReturnHeader/Filer/PhoneNum02063825552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 21961
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472810714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Seattle CFO Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0509 Olive Way Suite 1133
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098101
ReturnHeader/PreparerPersonGrp/PhoneNum02063825552
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip Lloyd
ReturnHeader/ReturnTs02024-04-09T11:31:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sharonne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Navas
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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