Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 530.”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$33,328
Flat from 2018
Net Assets
Flat$33,328
Flat from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Flat$45,330
Flat from 2018
Expenses
Flat$75,207
Flat from 2018
Net Income
Flat-$29,877
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Feb 12, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $45,330
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
| Description | Grants | Expenses |
|---|---|---|
| ENVIRONMENTAL PROGRAMS: ALAMEDA COUNTY GREEN BUSINESS - FISCAL AGENT FOR COUNTY OF ALAMEDA GREEN BUSINESS PROGRAM PROVIDED TECHNICAL ASSISTANCE TO LOCAL BUSINESSES, GOVERNMENT AGENCIES, SPECIAL DISTRICTS, UTILITIES AND NONPROFIT ORGANIZATIONS SEEKING TO EXCEED BASIC ENVIRONMENTAL REGULATORY STANDARDS. | $0 | $65,492 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIE K PIERCE | Board Member | - | $0 | - | - |
| DAVID RABBITT | Board Member | - | $0 | - | - |
| BRAD PAUL | Vice President/Secretary | - | $0 | - | - |
| BRIAN MAYHEW | CFO | - | $0 | - | - |
| STEVE HEMINGER | President | - | $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
- Brian Mayhew
- Title
- CFO
- Phone
- 4157786730
- Signed
- 2019-02-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- MACIAS GINI & O'CONNELL LLP
- Address
- 3000 S STREET SUITE 300, SACRAMENTO, CA 95816
- Preparer
- Jan Rosati
- Phone
- 9169284600
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: abag fees. Amount: 9,000. Description: technical consultants. Amount: 61,022. Description: miscellaneous. Amount: 85. Description: advertising. Amount: 500. Description: subscription and membership fees. Amount: 4,000. Description: temporary agency. Amount: 600. Total to form 990-ez, line 16: 75,207.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: transfer alameda county green business program fund bal to new fiscal agent. Amount: -22,673.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 529. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 1,000. End of year amount: 0.”
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | STEVE HEMINGER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD MEMBER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT |
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| IRS990EZ/Organization501c3Ind | 0 | X |
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| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
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| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -22673 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 75207 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | IDENTIFY AND ANALYZE REGIONAL ECONOMIC AND ENVIRONMENTAL PROBLEMS, ASSIST LOCAL GOVERNMENT IN THE DEVELOPMENT AND IMPLEMENTATION OF SOLUTIONS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 19300 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ENVIRONMENTAL PROGRAMS: ALAMEDA COUNTY GREEN BUSINESS - FISCAL AGENT FOR COUNTY OF ALAMEDA GREEN BUSINESS PROGRAM PROVIDED TECHNICAL ASSISTANCE TO LOCAL BUSINESSES, GOVERNMENT AGENCIES, SPECIAL DISTRICTS, UTILITIES AND NONPROFIT ORGANIZATIONS SEEKING TO EXCEED BASIC ENVIRONMENTAL REGULATORY STANDARDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 65492 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 75207 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 65492 |
| IRS990EZ/TotalRevenueAmt | 0 | 45330 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.ABAG.CA.GOV/ |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 25500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 64995 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 62495 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57015 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49325 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 259330 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 530 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1832 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1214 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 843 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 927 |
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| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 124964 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.90530 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.90610 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 239624 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 19706 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 25500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 64995 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 62495 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57015 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 259330 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 264676 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 530. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ABAG FEES. AMOUNT: 9,000. DESCRIPTION: TECHNICAL CONSULTANTS. AMOUNT: 61,022. DESCRIPTION: MISCELLANEOUS. AMOUNT: 85. DESCRIPTION: ADVERTISING. AMOUNT: 500. DESCRIPTION: SUBSCRIPTION AND MEMBERSHIP FEES. AMOUNT: 4,000. DESCRIPTION: TEMPORARY AGENCY. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 75,207. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TRANSFER ALAMEDA COUNTY GREEN BUSINESS PROGRAM FUND BAL TO NEW FISCAL AGENT. AMOUNT: -22,673. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 529. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
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| ReturnHeader/Filer/PhoneNum | 0 | 4157786730 |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN FRANCISCO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
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| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-02-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:24:34 |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MACIAS GINI & O'CONNELL LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3000 S STREET SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SACRAMENTO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95816 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9169284600 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-02-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAN ROSATI |
| ReturnHeader/ReturnTs | 0 | 2019-02-26T13:25:28-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $33,328
- Liabilities
- $0
- Net assets
- $33,328
- Revenue
- $45,330
- Expenses
- $75,207
- Net income
- -$29,877