Civic Intelligence

Balance Foundation

990EZ • Fiscal year 2016 • EIN 94-3058005

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileWWW.ABAG.CA.GOV
375 Beale StreetSan Francisco, CA 94105

(415) 820-7923

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.80x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.44x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$347,502

Down $4,832 (-1.4%) from 2015

Net Assets

Down

$70,513

Down $24,732 (-26%) from 2015

Liabilities

Up

$276,989

Up $19,900 (+7.7%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin12th percentile

Revenue

Down

$80,488

Down $27,095 (-25%) from 2015

Expenses

Down

$105,220

Down $14,527 (-12%) from 2015

Net Income

Down

-$24,732

Down $12,568 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2016

Assets$347,502
Liabilities$276,989
Net Assets$70,513
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$80,488
Expenses$105,220
Net Income-$24,732
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$80,488
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
ENVIRONMENTAL PROGRAMS: GENERAL/OTHER: ALAMEDA COUNTY GREEN BUSINESS - FISCAL AGENT FOR COUNTY OF ALAMEDA GREEN BUSINESS PROGRAM PROVIDING TECHNICAL ASSISTANCE TO LOCAL BUSINESSES, GOVERNMENT AGENCIES, SPECIAL DISTRICTS, UTILITIES AND NONPROFIT ORGANIZATIONS SEEKING TO EXCEED BASIC ENVIRONMENTAL REGULATORY STANDARDS. (579 PARTNERSHIPS WITH LOCAL BUSINESSES, GOVERNMENT AGENCIES, SPECIAL DISTRICTS, UTILITIES AND NONPROFIT ORGANIZATIONS)$87,933-
GOVERNMENT & PUBLIC ADMINISTRATION: TRANTOR-LEONG INTERNSHIP FOR GRADUATE STUDENTS IN PUBLIC POLICY, ADMINISTRATION, PLANNING (ONE INTERN IN FY 2013-14).$4,633-
GOVERNMENT & PUBLIC ADMINISTRATION PROGRAM: ECONOMIC DEVELOPMENT OF THE SAN FRANCISCO BAY REGION. IDENTIFY AND ANALYZE REGIONAL ECONOMIC AND ENVIRONMENTAL PROBLEMS, AND ASSIST LOCAL GOVERNMENT IN THE DEVELOPMENT AND IMPLEMENTATION OF SOLUTIONS.$311-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE K PIERCEBoard Member-$0--
DAVID RABBITTBoard Member-$0--
REVAN TRANTERBoard Member-$0--
BRADFORD PAULVice President-$0--
EZRA RAPPORTPresident-$0--
COURTNEY RUBYCFO-$0--
Filing and Contact Details

Filer

Filer Name
Balance Foundation
EIN
94-3058005
Phone
4158207923
Address
375 BEALE STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Courtney Ruby
Title
CFO
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Maze & Associates
Address
3478 BUSKIRK AVE STE 215, PLEASANT HILL, CA 94523-4346
Preparer
Vikki C Rodriguez
Phone
9259300902
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3000”

Other Expenses.1005

“Travel $745”

Other Expenses.1007

“Conferences, Conventions, and Meetings $400”

Other Expenses.1

“Technical consultants $73143”

Other Expenses.2

“ABAG FEES $12342”

Other Expenses.3

“Subscriptions & memberships $8350”

Other Expenses.4

“Temporary personnel $4633”

Other Expenses.5

“MISCELLANEOUS $1501”

Other Expenses.6

“CATERING $950”

Other Assets.1005

“Accounts Receivable - Beginning $25821 Accounts Receivable - Ending $4411”

Other Assets.1

“OTHER PREPAID - Beginning $0 OTHER PREPAID - Ending $5000”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $7432 Accounts Payable and Accrued Expenses - Ending $27332”

Total Liabilities.1002

“Grants Payable - Beginning $249657 Grants Payable - Ending $249657”

Raw XML Appendix188 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNICAL CONSULTANTS $73143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ABAG FEES $12342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBSCRIPTIONS & MEMBERSHIPS $8350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEMPORARY PERSONNEL $4633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $1501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CATERING $950
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER PREPAID - Beginning $0 OTHER PREPAID - Ending $5000
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
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ReturnHeader/Filer/EIN0943058005
ReturnHeader/Filer/PhoneNum04158207923
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 BEALE STREET
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ReturnHeader/Filer/USAddress/ZIPCd094105
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09259300902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIKKI C RODRIGUEZ
ReturnHeader/ReturnTs02017-05-12T13:09:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,502
Liabilities
$276,989
Net assets
$70,513
Revenue
$80,488
Expenses
$105,220
Net income
-$24,732
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