Civic Intelligence

The Bales Family Foundation

EIN 95-4658563 • Manhattan Beach, CA

3012 The StrandManhattan Beach, CA 90266
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4855%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-22%

Faster asset growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-5.6%

Faster revenue growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$11,633

Down $3,253 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$11,633

Down $3,253 (-22%) from 2023

Revenue

Down

$67

Down $4 (-5.6%) from 2023

Expenses

Down

$3,320

Down $8,175 (-71%) from 2023

Net Income

Up

-$3,253

Up $8,171 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $553,538Liabilities 2011: $02011Assets 2012: $602,979Liabilities 2012: $0Net Assets 2012: $602,9792012Assets 2013: $449,820Liabilities 2013: $0Net Assets 2013: $449,8202013Assets 2014: $352,510Liabilities 2014: $0Net Assets 2014: $352,5102014Assets 2015: $274,488Liabilities 2015: $0Net Assets 2015: $274,4882015Assets 2016: $274,215Liabilities 2016: $0Net Assets 2016: $274,2152016Assets 2017: $147,587Liabilities 2017: $0Net Assets 2017: $147,5872017Assets 2018: $130,732Liabilities 2018: $0Net Assets 2018: $130,7322018Assets 2019: $87,099Liabilities 2019: $0Net Assets 2019: $87,0992019Assets 2020: $50,451Liabilities 2020: $0Net Assets 2020: $50,4512020Assets 2021: $34,621Liabilities 2021: $0Net Assets 2021: $34,6212021Assets 2022: $28,355Liabilities 2022: $0Net Assets 2022: $28,3552022Assets 2023: $14,886Liabilities 2023: $0Net Assets 2023: $14,8862023Assets 2024: $11,633Liabilities 2024: $0Net Assets 2024: $11,6332024

Highlighted filing

2024

Assets$11,633
Liabilities$0
Net Assets$11,633

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $667,223Expenses 2011: $31,852Net Income 2011: $635,3712011Expenses 2012: $57,3302012Revenue 2013: $41,327Expenses 2013: $261,477Net Income 2013: -$220,1502013Revenue 2014: $25,981Expenses 2014: $38,948Net Income 2014: -$12,9672014Revenue 2015: $8,880Expenses 2015: $89,606Net Income 2015: -$80,7262015Revenue 2016: $17,592Expenses 2016: $29,509Net Income 2016: -$11,9172016Revenue 2017: $10,615Expenses 2017: $134,707Net Income 2017: -$124,0922017Revenue 2018: $8,033Expenses 2018: $23,649Net Income 2018: -$15,6162018Revenue 2019: $7,238Expenses 2019: $50,706Net Income 2019: -$43,4682019Revenue 2020: $3,329Expenses 2020: $40,999Net Income 2020: -$37,6702020Revenue 2021: $1,295Expenses 2021: $18,078Net Income 2021: -$16,7832021Revenue 2022: $356Expenses 2022: $8,695Net Income 2022: -$8,3392022Revenue 2023: $71Expenses 2023: $11,495Net Income 2023: -$11,4242023Revenue 2024: $67Expenses 2024: $3,320Net Income 2024: -$3,2532024

Highlighted filing

2024

Revenue$67
Expenses$3,320
Net Income-$3,253

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.03$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.00$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.09$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.01$0.18$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03$0.41$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.07$0.51$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.08$0.24$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.11$1.35$1.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.18$0.30$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.09$0.90$0.81
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.26$0.39$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.41$2.61$2.20
2012Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.57
2011Summary only. Only limited summary data is available for this year.$5.54$0.00$6.67$0.32$6.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN N BALESCEO-$0--
ANDREW M GOLDSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Bales Family Foundation
EIN
95-4658563
Phone
3015021552
Address
3012 THE STRAND, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Susan N Bales
Title
CEO
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Carol Susan Holmquist CPA
Phone
5627994975
Raw XML Appendix210 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt025
AccountingFeesSchedule/AccountingFeesDetail/Amt1795
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CA FILING FEE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX RETURN PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt195
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt057
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt067
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0820
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014886
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0673
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0673
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt012280
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014886
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011633
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011633
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011633
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013660
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0205
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0673
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013455
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013660
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW M GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MANHATTAN BEACH
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03015021552
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06136
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043967
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035556
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN N BALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/Filer/BusinessNameControlTxt0BALE
ReturnHeader/Filer/EIN0954658563
ReturnHeader/Filer/PhoneNum03015021552
ReturnHeader/Filer/USAddress/AddressLine1Txt03012 THE STRAND
ReturnHeader/Filer/USAddress/CityNm0MANHATTAN BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090266
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823703069
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL SUSAN HOLMQUIST CPA
ReturnHeader/ReturnTs02025-05-14T15:52:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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