Civic Intelligence

Balance Foundation

EIN 94-3058005 • 501(c)3 • San Francisco, CA

Profile

Identify and analyze regional economic and environmental problems, assist local government in the development and implementation of solutions.

375 Beale Street 800San Francisco, CA 94105-2066

www.abag.ca.gov

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-11%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$18,078

Down $2,780 (-13%) from 2023

Liabilities

Down

$0

Down $50 (-100%) from 2023

Net Assets

Down

$18,078

Down $2,730 (-13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$642

Up $642 from 2023

Expenses

Up

$3,372

Up $747 (+28%) from 2023

Net Income

Down

-$2,730

Down $105 (-4.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2011: $502,013Liabilities 2011: $372,307Net Assets 2011: $129,7062011Assets 2012: $531,594Liabilities 2012: $405,123Net Assets 2012: $126,4712012Assets 2013: $390,764Liabilities 2013: $252,393Net Assets 2013: $138,3712013Assets 2014: $363,682Liabilities 2014: $208,035Net Assets 2014: $155,6472014Assets 2015: $352,334Liabilities 2015: $257,089Net Assets 2015: $95,2452015Assets 2016: $347,502Liabilities 2016: $276,989Net Assets 2016: $70,5132016Assets 2017: $86,878Liabilities 2017: $1,000Net Assets 2017: $85,8782017Assets 2018: $33,328Liabilities 2018: $0Net Assets 2018: $33,3282018Assets 2019: $30,403Liabilities 2019: $0Net Assets 2019: $30,4032019Assets 2020: $27,883Liabilities 2020: $0Net Assets 2020: $27,8832020Assets 2021: $26,008Liabilities 2021: $0Net Assets 2021: $26,0082021Assets 2022: $23,433Liabilities 2022: $0Net Assets 2022: $23,4332022Assets 2023: $20,858Liabilities 2023: $50Net Assets 2023: $20,8082023Assets 2024: $18,078Liabilities 2024: $0Net Assets 2024: $18,0782024

Highlighted filing

2024

Assets$18,078
Liabilities$0
Net Assets$18,078
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $315,6572011Expenses 2012: $371,3542012Expenses 2013: $334,0652013Revenue 2014: $79,422Expenses 2014: $107,115Net Income 2014: -$27,6932014Revenue 2015: $107,583Expenses 2015: $119,747Net Income 2015: -$12,1642015Revenue 2016: $80,488Expenses 2016: $105,220Net Income 2016: -$24,7322016Revenue 2017: $76,817Expenses 2017: $311,109Net Income 2017: -$234,2922017Revenue 2018: $45,330Expenses 2018: $75,207Net Income 2018: -$29,8772018Revenue 2019: $0Expenses 2019: $2,925Net Income 2019: -$2,9252019Revenue 2020: $0Expenses 2020: $2,520Net Income 2020: -$2,5202020Revenue 2021: $0Expenses 2021: $1,875Net Income 2021: -$1,8752021Revenue 2022: $0Expenses 2022: $2,575Net Income 2022: -$2,5752022Revenue 2023: $0Expenses 2023: $2,625Net Income 2023: -$2,6252023Revenue 2024: $642Expenses 2024: $3,372Net Income 2024: -$2,7302024

Highlighted filing

2024

Revenue$642
Expenses$3,372
Net Income-$2,730
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,078
Liabilities
$0
Net assets
$18,078
Revenue
$642
Expenses
$3,372
Net income
-$2,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.45$0.75$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.77$3.11$2.34
2016Detailed filing. Detailed filing data is available for this year.$3.48$2.77$0.71$0.80$1.05$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.52$2.57$0.95$1.08$1.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.64$2.08$1.56$0.79$1.07$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$2.52$1.38$3.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$4.05$1.26$3.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$3.72$1.30$3.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$642
Mission and Program Overview

Mission

Identify and analyze regional economic and environmental problems, assist local government in the development and implementation of solutions.

Program Services

DescriptionGrantsExpenses
NO NEW FINANCING TRANSACTIONS AND NO PROGRAM ACTIVITIES IN FISCAL YEAR 2024.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE ARREGUINVice Chair Of The Board-$0--
BRAD PAULExecutive Director Designee-$0--
DEREK HANSELCFO-$0--
BELIA RAMOSChair Of The Board-$0--
Filing and Contact Details

Filer

Filer Name
Balance Foundation
EIN
94-3058005
Phone
4157786730
Address
375 BEALE STREET 800, SAN FRANCISCO, CA 94105-2066

Signing Officer

Name
Derek Hansel
Title
Chief Financial Officer
Phone
4157786730
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
MACIAS GINI & O'CONNELL LLP
Address
500 CAPITOL MALL SUITE 2200, SACRAMENTO, CA 95814
Preparer
Prudence Pugeda
Phone
9169284600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: us bank. Amount: 642.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 25. Description: bank service charge. Amount: 14. Total to form 990-ez, line 16: 39.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 50. End of year amount: 0.”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DEREK HANSEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04157786730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0375 BEALE STREET 800
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0941052066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018078
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2730
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03333
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018078
IRS990EZ/GrossReceiptsAmt0642
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0642
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018078
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020808
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018078
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSE ARREGUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRAD PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEREK HANSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BELIA RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIR OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DIRECTOR DESIGNEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR OF THE BOARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0IDENTIFY AND ANALYZE REGIONAL ECONOMIC AND ENVIRONMENTAL PROBLEMS, ASSIST LOCAL GOVERNMENT IN THE DEVELOPMENT AND IMPLEMENTATION OF SOLUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO NEW FINANCING TRANSACTIONS AND NO PROGRAM ACTIVITIES IN FISCAL YEAR 2024.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03372
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0642
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ABAG.CA.GOV/
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0335
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0642
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0642
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34290
IRS990ScheduleA/PublicSupportTotal170Amt0335
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0335
IRS990ScheduleA/TotalSupportAmt0977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: US BANK. AMOUNT: 642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 25. DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 14. TOTAL TO FORM 990-EZ, LINE 16: 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 50. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK HANSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04157786730
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALANCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0943058005
ReturnHeader/Filer/PhoneNum04157786730
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 BEALE STREET 800
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941052066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680300457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 CAPITOL MALL SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814
ReturnHeader/PreparerPersonGrp/PhoneNum09169284600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRUDENCE PUGEDA
ReturnHeader/ReturnTs02025-04-29T14:20:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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