Civic Intelligence

Balance Foundation

990EZ • Fiscal year 2017 • EIN 94-3058005

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 08, 2018

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

64th percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-305%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$86,878

Down $260,624 (-75%) from 2016

Net Assets

Up

$85,878

Up $15,365 (+22%) from 2016

Liabilities

Down

$1,000

Down $275,989 (-100%) from 2016

Revenue

Down

$76,817

Down $3,671 (-4.6%) from 2016

Expenses

Up

$311,109

Up $205,889 (+196%) from 2016

Net Income

Down

-$234,292

Down $209,560 (-847%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$86,878
Liabilities$1,000
Net Assets$85,878

Operations Trend

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

2017

Revenue$76,817
Expenses$311,109
Net Income-$234,292
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 8, 2018
Return Version
2016v3.0
Gross Receipts
$76,817
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
GOVERNMENT & PUBLIC ADMINISTRATION: TRANTOR-LEONG INTERNSHIP FOR GRADUATE STUDENTS IN PUBLIC POLICY, ADMINISTRATION, PLANNING (ONE INTERN IN FY 2013-14).$198,981-
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)$99,261-
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.$866-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE K PIERCEBoard Member-$0--
DAVID RABBITTBoard Member-$0--
REVAN TRANTERBoard Member-$0--
BRADFORD PAULPresident-$0--
CHARLES ADAMSCFO-$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
2018-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Maze & Associates
Address
3478 BUSKIRK AVE STE 215, PLEASANT HILL, CA 94523-4346
Preparer
Timothy J Krisch
Phone
9259300902
Supplemental Narrative

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $184

Other Expenses.1

Technical consultant fees $285663

Other Expenses.2

ABAG FEES $12000

Other Expenses.3

Subscriptions & membership fee $10517

Other Expenses.5

CATERING $1000

Other Expenses.6

MISCELLANEOUS $660

Other Expenses.7

REGISTRATION FEES $51

Other Assets.1005

Accounts Receivable - Beginning $4411 Accounts Receivable - Ending $529

Other Assets.1

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

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $27332 Accounts Payable and Accrued Expenses - Ending $1000

Raw XML Appendix176 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GOVERNMENT & 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.
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IRS990ScheduleA/TotalSupportAmt0690775
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TECHNICAL CONSULTANT FEES $285663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ABAG FEES $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBSCRIPTIONS & MEMBERSHIP FEE $10517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATERING $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REGISTRATION FEES $51
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER PREPAID - Beginning $5000 OTHER PREPAID - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY RUBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALANCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0943058005
ReturnHeader/Filer/PhoneNum04158207923
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 BEALE STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945234346
ReturnHeader/PreparerPersonGrp/PhoneNum09259300902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J KRISCH
ReturnHeader/ReturnTs02018-03-08T16:16:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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