Nonprofit · EIN 94-3058005
BALANCE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $884 | $2,838 | -$1,954 | $16,144 | $20 | $16,124 |
| June 30, 2024 | 990-EZ | $642 | $3,372 | -$2,730 | $18,078 | $0 | $18,078 |
| June 30, 2023 | 990-EZ | $0 | $2,625 | -$2,625 | $20,858 | $50 | $20,808 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $884
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,783
- Other expenses
- $55
Balance sheet and other
- Total assets, start of year
- $18,078
- Total assets, end of year
- $16,144
- Total liabilities, end of year
- $20
- Net assets, end of year
- $16,124
- Cash, savings and investments
- $16,144
- Gross receipts
- $884
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS ROMERO | VICE CHAIR OF THE BOARD | 0 | $0 |
| DEREK HANSEL | CFO | 0 | $0 |
| BELIA RAMOS | CHAIR OF THE BOARD | 0 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE ARREGUIN | VICE CHAIR OF THE BOARD | 0 | $0 |
| BRAD PAUL | EXECUTIVE DIRECTOR DESIGNEE | 0 | $0 |
| DEREK HANSEL | CFO | 0 | $0 |
| BELIA RAMOS | CHAIR OF THE BOARD | 0 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE ARREGUIN | CHAIR OF THE BOARD | 0 | $0 |
| BRAD PAUL | EXECUTIVE DIRECTOR DESIGNE | 0 | $0 |
| DEREK HANSEL | CFO | 0 | $0 |
| BELIA RAMOS | VICE CHAIR OF THE BOARD | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 375 BEALE ST STE 800, SAN FRANCISCO, CA 94105-2179
- In care of
- % ASSOC OF BAY AREA GOVERNMENTS
- Signed the 990-EZ
- DEREK HANSEL, CHIEF FINANCIAL OFFICER
- Phone
- (415) 778-6730
- Website
- WWW.ABAG.CA.GOV/
- Return prepared by
- MACIAS GINI & O'CONNELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3058005 or by the name BALANCE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
IDENTIFY AND ANALYZE REGIONAL ECONOMIC AND ENVIRONMENTAL PROBLEMS, ASSIST LOCAL GOVERNMENT IN THE DEVELOPMENT AND IMPLEMENTATION OF SOLUTIONS.
Program accomplishments
- NO NEW FINANCING TRANSACTIONS AND NO PROGRAM ACTIVITIES IN FISCAL YEAR 2025.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3058005
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $16,144
- Income (IRS master file)
- $884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $884 | $2,838 | $16,144 | IRS |
| 990-EZ | June 2024 | $642 | $3,372 | $18,078 | IRS |
| 990-EZ | June 2023 | $0 | $2,625 | $20,858 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3058005).
Questions about BALANCE FOUNDATION
- What is the EIN of BALANCE FOUNDATION?
- The employer identification number (EIN) of BALANCE FOUNDATION is 94-3058005.
- Is BALANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to BALANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALANCE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BALANCE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of BALANCE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BALANCE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $884, expenses of $2,838 and total assets of $16,144 at year end.
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