Animal Balance

Tax-deductible

San Francisco, CA501(c)(3)UnclassifiedEIN 68-0630714Revenue $1.9M in FY2024

On file with the IRSanimalbalance.org2440 16th St Unit 305, 94103-4211 · San Francisco, CATax-exempt since Jun 2009Publicly supported charity — 170(b)(1)(A)(vi)

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To collaborate with communities in need to create sustainable and humane Animal management programs in order to prevent suffering and ignite social change.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Run by 397 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $32K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $76K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$28K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+58% vs prior year
Spent
$1.9M
To programs
82%
Net assets
$416K
By yearFY2020–FY2024
Revenue
$1.9M
FY2024▲ +58%
Tap a bar for its year
Revenue by fiscal year
FY2020$421K
FY2021$556K
FY2022$538K
FY2023$1.2M
FY2024$1.9M
Expenses
$1.9M
FY2024▲ +58%
Tap a bar for its year
Expenses by fiscal year
FY2020$451K
FY2021$501K
FY2022$525K
FY2023$1.2M
FY2024$1.9M
Net assets
$416K
FY2024▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$207K
FY2021$280K
FY2022$294K
FY2023$340K
FY2024$416K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $1.5M Management & general 8% · $142K Fundraising 11% · $197K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation
Board Member / Executive Director
$95,000Pt VII · Sec A
Board Director
$7,550Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Emma Clifford$95,000$90,000$90,000$85,000$82,168
Kim Ditsworth$7,550$1,200———
Dr Mike Greenberg—$1,800$4,500——
Dr Byron Mass——$3,600——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Partnering with communities to create humane animal programs, preventing suffering and sparking social change.

Questions for Animal Balance

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Provided by the organization

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2 programs · $1.5M · in their own filed words · FY2024
01

In 2024, animal balance performed 11,705 spay and neuter surgeries in the following states: 286 arizona, 4,728 california, 1,968 new mexico, 1,786 texas, 702 in the galapagos islands and 2,235 in the bahamas. We held 59 clinics in 4 states, 3 countries and created 6 new partnerships.

$1.5Mprogram expense
02

Animal balance has expanded our ability and capacity to provide high quality, high volume spay and neuter clinics in the us and internationally to humanely manage the cat and dog populations and prevent the spread of diseases.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$76K
Grants paid · 4 grants · $113K · 2020–2024
World VetsWA · FY2024$20,000
Best Friends for Life INCTX · FY2023$70,000
Fix West TexasTX · FY2020$9,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.5M
Gifts and grantsLn 1h$380K
Other incomeLn 4–11$9K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.5M
Managementcol C$142K
Fundraisingcol D$197K
Owns and owesPt X
$416K
net assets · Ln 32
Cash and savingsLn 1–2$367K
Total assetsLn 16$444K
LiabilitiesLn 26$28K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$380K
Noncash giftsLn 1g$42K
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$776
Other incomeLn 4–11$9K
Gains on assetsLn 7−$3K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$367K
Cash and savings togetherLn 1–2$367K
Land, buildings, equipmentLn 10c$70K
Total assetsLn 16$444K
LiabilitiesLn 26$28K
Net assetsLn 32$416K
OperationsPt I, VI
EmployeesI 54
VolunteersI 6397
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$324K$367K
Land, buildings, equipmentLn 10c$20K$70K
Total assetsLn 16$343K$444K
LiabilitiesLn 26$3K$28K
Net assetsLn 32$340K$416K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Pay of current officers, directors and key staffLn 5$110K$44K$27K$39K
Other salaries and wagesLn 7$150K$60K$37K$53K
Other employee benefitsLn 9$59K$24K$15K$21K
Legal feesLn 11b$945$945
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$239K$118K$40K$81K
Office expensesLn 13$25K$18K$4K$3K
Information technologyLn 14$4K$4K
TravelLn 17$240K$240K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$16K$16K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$979K$979K
Total functional expensesLn 25$1.9M$1.5M$142K$197K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.9M$1.9M$73K$416K 990 PDF
FY2023 $1.2M$1.2M$47K$340K 990 PDF
FY2022 $538K$525K$14K$294K 990 PDF
FY2021 $556K$501K$55K$280K 990 PDF
FY2020 $421K$451K−$31K$207K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,936,782 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $371,162$379,733
I-9 Program service revenuePrior year $854,401$1,546,799
I-10 Investment incomePrior year $0$776
I-11 Other revenuePrior year $0$9,474
I-12 Total revenuePrior year $1,225,563$1,936,782
I-13 Grants and similar amounts paidPrior year $70,000$25,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $177,816$318,749
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $930,670$1,519,746
I-18 Total expensesPrior year $1,178,486$1,863,495
I-19 Revenue less expensesPrior year $47,077$73,287
Part VI · Governance 6 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,936,782 across 8 lines filed
VIII-1f All other contributions, gifts and grants$379,733
VIII-1g Noncash contributions (included above)$42,263
VIII-1h Total contributions, gifts and grants$379,733
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,546,799$1,546,799
VIII-3 Investment incomeExcluded from tax $3,556$3,556
VIII-7 Net gain or loss on sales of assetsRelated to mission −$2,780−$2,780
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $9,474$9,474
VIII-12 Total revenueRelated to mission $1,553,493 · Unrelated business $0 · Excluded from tax $3,556$1,936,782
Part IX · Statement of functional expenses $1,863,495 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $25,000$25,000
IX-5 Pay of current officers, directors and key staffPrograms $43,820 · Management $26,831 · Fundraising $38,899$109,550
IX-7 Other salaries and wagesPrograms $59,938 · Management $36,700 · Fundraising $53,207$149,845
IX-9 Other employee benefitsPrograms $23,742 · Management $14,537 · Fundraising $21,075$59,354
IX-11b Legal feesManagement $945$945
IX-11c Accounting feesManagement $10,382$10,382
IX-11g Other fees for servicesPrograms $118,416 · Management $40,325 · Fundraising $80,650$239,391
IX-13 Office expensesPrograms $17,578 · Management $4,176 · Fundraising $2,762$24,516
IX-14 Information technologyManagement $3,813$3,813
IX-17 TravelPrograms $239,978$239,978
IX-19 Conferences, conventions and meetingsPrograms $1,689$1,689
IX-22 Depreciation, depletion and amortizationPrograms $15,637$15,637
IX-23 InsuranceManagement $4,061$4,061
IX-24 Other expenses (24a–d)Programs $979,334$979,334
IX-25 Total functional expensesPrograms $1,525,132 · Management $141,770 · Fundraising $196,593$1,863,495
Part X · Balance sheet $444,377 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $323,513$367,013
X-9 Prepaid expenses and deferred chargesStart of year $0$7,093
X-10c Land, buildings and equipment, netStart of year $19,816$70,271
X-16 Total assetsStart of year $343,329$444,377
X-17 Accounts payable and accrued expensesStart of year $3,203$6,912
X-19 Deferred revenueStart of year $0$21,125
X-26 Total liabilitiesStart of year $3,203$28,037
X-32 Total net assets or fund balancesStart of year $340,126$416,340
X-33 Total liabilities and net assetsStart of year $343,329$444,377
Part XI · Reconciliation of net assets $416,340 net assets at year end
XI-1 Total revenue$1,936,782
XI-2 Total expenses$1,863,495
XI-3 Revenue less expenses$73,287
XI-4 Net assets at start of year$340,126
XI-8 Prior period adjustments$2,927
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$416,340

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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