Civic Intelligence

Heart in Balance

EIN 20-1206371 • 501(c)3 • Oakland, CA

Profile

Heart in Balance is a non-profit corporation that is established to provide education to mental health psychotherapy trainees and interns, in California. Our purpose is to provide a setting in which prospective licensed clinicians can learn and practice an integrative, holistic approach to addressing mental health concerns in our community. It is the goal of Heart in Balance to increase this knowledge within our profession so that a more diverse population will be served by psychotherapy. The carrying out of this mission will be done through (1) the provision of trainings and workshops both to Heart in Balance's mental health trainees and interns and to the general psychotherapy community at large, (2) the provision of individual and group supervision and case consultation, to the trainees and interns, by licensed mental health professionals and (3) the establishment of a counseling center that provides psychotherapy to the general public, for affordable fees that are based on the clie

6536 Telegraph Avenue C201Oakland, CA 94609

n/A

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.05x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-3.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$25,190

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$24,498

Up $9,572 (+64%) from 2023

Liabilities

Up

-$1,131

Up $3,734 (+77%) from 2023

Net Assets

Up

$25,629

Up $5,838 (+29%) from 2023

Operations
Liabilities / Revenue1st percentileNet Margin39th percentile

Revenue

Down

$228,400

Down $38,690 (-14%) from 2023

Expenses

Down

$235,336

Down $32,641 (-12%) from 2023

Net Income

Down

-$6,936

Down $6,049 (-682%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $2,701Liabilities 2011: $02011Assets 2012: $3,877Net Assets 2012: $3,8772012Assets 2013: $4,491Liabilities 2013: $02013Assets 2014: $19,822Net Assets 2014: $19,8222014Assets 2015: $27,348Liabilities 2015: $02015Assets 2016: $27,715Net Assets 2016: $27,7152016Assets 2017: $17,153Net Assets 2017: $17,1532017Assets 2018: $23,674Liabilities 2018: $2,297Net Assets 2018: $21,3772018Assets 2019: $32,074Liabilities 2019: $653Net Assets 2019: $31,4212019Assets 2020: $39,763Liabilities 2020: $22,399Net Assets 2020: $17,3642020Assets 2021: $44,607Liabilities 2021: $669Net Assets 2021: $43,9382021Assets 2022: $21,459Liabilities 2022: $781Net Assets 2022: $20,6782022Assets 2023: $14,926Liabilities 2023: -$4,865Net Assets 2023: $19,7912023Assets 2024: $24,498Liabilities 2024: -$1,131Net Assets 2024: $25,6292024

Highlighted filing

2024

Assets$24,498
Liabilities-$1,131
Net Assets$25,629
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $82,764Expenses 2011: $83,108Net Income 2011: -$3442011Revenue 2012: $70,688Expenses 2012: $69,512Net Income 2012: $1,1762012Revenue 2013: $81,209Expenses 2013: $81,624Net Income 2013: -$4152013Revenue 2014: $146,871Expenses 2014: $131,540Net Income 2014: $15,3312014Revenue 2015: $162,647Expenses 2015: $155,121Net Income 2015: $7,5262015Revenue 2016: $149,345Expenses 2016: $148,978Net Income 2016: $3672016Revenue 2017: $100,620Expenses 2017: $111,182Net Income 2017: -$10,5622017Revenue 2018: $153,340Expenses 2018: $151,231Net Income 2018: $2,1092018Revenue 2019: $240,075Expenses 2019: $230,031Net Income 2019: $10,0442019Revenue 2020: $288,404Expenses 2020: $302,604Net Income 2020: -$14,2002020Revenue 2021: $293,919Expenses 2021: $267,345Net Income 2021: $26,5742021Revenue 2022: $229,262Expenses 2022: $256,316Net Income 2022: -$27,0542022Revenue 2023: $267,090Expenses 2023: $267,977Net Income 2023: -$8872023Revenue 2024: $228,400Expenses 2024: $235,336Net Income 2024: -$6,9362024

Highlighted filing

2024

Revenue$228,400
Expenses$235,336
Net Income-$6,936
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,498
Liabilities
-$1,131
Net assets
$25,629
Revenue
$228,400
Expenses
$235,336
Net income
-$6,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.26$2.28$2.35$0.07
2023Summary only. Only limited summary data is available for this year.$0.15$0.05$0.20$2.67$2.68$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.01$0.21$2.29$2.56$0.27
2021Summary only. Only limited summary data is available for this year.$0.45$0.01$0.44$2.94$2.67$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.22$0.17$2.88$3.03$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.01$0.31$2.40$2.30$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.02$0.21$1.53$1.51$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$1.01$1.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.49$1.49$0.00
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$1.63$1.55$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.47$1.32$0.15
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.81$0.82$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.71$0.70$0.01
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.83$0.83$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$228,400
Mission and Program Overview

Mission

Heart in Balance is a non-profit corporation formed in 2004 to provide education to mental health psychotherapy trainees and interns, in California. Our purpose is to provide a setting in which prospective licensed clinicians can learn and practice an integrative, holistic approach to addressing mental health concerns in our community. It is the goal of Heart in Balance to increase this knowledge within our profession so that a more diverse population will be served by psychotherapy. The carrying out of this mission is done through the following aspects of the organization:(1)Provision of Trainings and Workshops both to Heart in Balanceb

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,689$14,653▲ $4,964
Savings and Temporary Cash Investments$5,237$9,845▲ $4,608
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,926$24,498▲ $9,572
Other Assets Total-$0-
Liabilities
Other Liabilities$-4,865$-1,131▲ $3,734
Total Liabilities$-4,865$-1,131▲ $3,734
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,791$25,629▲ $5,838
Total Net Assets Fund Balance$19,791$25,629▲ $5,838
Total Liabilities and Net Assets / Fund Balance$14,926$24,498▲ $9,572
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeanette E ShelbyExecutive DirectorPT$25,190$25,190
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$224,274
Investment Income
$4,126
Other Revenue
$0
Change in Net Assets
$-6,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$129,331
Other Expenses$106,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,581--$93,581
Occupancy$39,784--$39,784
Current Officers, Directors, Trustees, and Key Employees$25,190--$25,190
Payroll Taxes$10,560--$10,560
Office Expenses$8,766--$8,766
Other Expenses$6,000--$6,000
All Other Expenses$5,806--$5,806
Fees for Services Other$2,558--$2,558
Fees for Services Accounting$2,483--$2,483
Insurance$1,654--$1,654
Fees for Services Legal$52--$52
Advertising$22--$22
Total Functional Expenses$235,336$0$0$235,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Heart in Balance
EIN
20-1206371
Phone
5104966002
Address
6536 TELEGRAPH AVENUE C201, OAKLAND, CA 94609

Signing Officer

Name
Jeanette E Shelby
Title
Executive Director
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Harrison Accounting Group Inc
Address
39355 California Street Ste 301, Fremont, CA 94538
Preparer
William J Harrison
Phone
5107934323
Raw XML Appendix337 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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IRS990/ActivityOrMissionDesc0Heart in Balance is a non-profit corporation formed in 2004 to provide education to mental health psychotherapy trainees and interns, in California. Our purpose is to provide a setting in which prospective licensed clinicians can learn and practice an integrative, holistic approach to addressing mental health concerns in our community. It is the goal of Heart in Balance to increase this knowledge within our profession so that a more diverse population will be served by psychotherapy. The carrying out of this mission is done through the following aspects of the organization:(1)Provision of Trainings and Workshops both to Heart in Balanceb
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IRS990/Desc0Heart in Balance Mission and ServiceHeart in Balance is a non-profit corporation formed in 2004 to provide education to mental health psychotherapy trainees and Registered Associates, in California. Our purpose is to provide a setting in which prospective licensed clinicians can learn and practice an integrative, holistic approach to addressing mental health concerns in our community. It is the goal of Heart in Balance to increase this knowledge within our profession so that a more diverse population will be served by psychotherapy. The carrying out of this mission is done through the following aspects of the organization: (1) Provision of Trainings and Workshops both to Heart in Balance's mental health Trainees and Registered Associates and to the general community at large.(2) Carrying out of individual and group supervision and case consultation to the trainees and Registered Associates by off-site licensed mental health professionals in the community.(3) Establishing and maintaining of a Counseling Center that provides psychotherapy to the general public, for affordable fees that are based on the client's financial and clinical picture.(4) Supporting and mentoring of Heart in Balance trainees/Registered Associates in various aspects of developing a professional identity, by creating an individual plan for their educational growth through individual meetings and contact with the Executive Director who is also a licensed mental health professional. (5) Development of a Supervisor's training program to provide on-going supervision for volunteer supervisors at Heart in Balance(6) Providing individual therapy to students at Public community schools and local Charter Schools.In 2021 Heart in Balance carried out this mission by providing the following hours of service:12 volunteers or paid trainee/associates providing services. Individual and psychotherapy to adults, adolescents, children, family and couples.3 volunteers and paid supervisors. Provided weekly 1 hours weekly individual supervision to trainees in practicum208 hours therapist and supervisor training/consultation: Education regarding both clinical and organizational concepts of psychotherapy for therapists and concepts of supervision for supervisors.4992 client therapy hours provided by interns to the community at large.112 client-centered advocacy hours to meet client needs.1560 hours of clinical supervision for the education and training of therapists.144 outside hours of training in order to address the individual plan for the professional development of each trainee or intern.1092 hours writing clinical reports, progress or process notes in order to provide continuous care for the clients being served.15 hours average/week for 52 weeks. Executive Director is employed to provide oversight of day to day administrative and clinical needs of the Counseling Center, support and mentoring to each trainee/intern and to carry out Heart in Balance mission.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE E SHELBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART IN BALANCE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0201206371
ReturnHeader/Filer/PhoneNum05104966002
ReturnHeader/Filer/USAddress/AddressLine1Txt06536 TELEGRAPH AVENUE C201
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942539211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harrison Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039355 California Street Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094538
ReturnHeader/PreparerPersonGrp/PhoneNum05107934323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William J Harrison
ReturnHeader/ReturnTs02025-09-11T17:31:30-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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