Civic Intelligence

Heart in Balance

990EZ • Fiscal year 2012 • EIN 20-1206371

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 13, 2013

Organization ProfileN/A
6536 Telegraph Ave94609
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

84th percentile

44%

Faster asset growth than 84% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,877

Up $1,176 (+44%) from 2011

Net Assets

$3,877

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$70,688

Down $12,076 (-15%) from 2011

Expenses

Down

$69,512

Down $13,596 (-16%) from 2011

Net Income

Up

$1,176

Up $1,520 (+442%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$3,877
Liabilities-
Net Assets$3,877
Open 2012 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$70,688
Expenses$69,512
Net Income$1,176
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 13, 2013
Return Version
2012v2.0
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 Balances mental health Trainees and Interns and to the general community at large.(2)Carrying out of individual and group supervision and case consultation to the trainees and interns by offsite licensed mental health professionals in the community.(3)Establishing and maintaining of a Counseling Center that provides psychotherapy to the general public, for affo

Filing and Contact Details

Filer

EIN
20-1206371
Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY02701
IRS990EZ/CashSavingsAndInvestments/EOY03877
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear01176
IRS990EZ/FeesAndOthPymtToIndContractors0350
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrossReceipts070688
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome01330
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY02701
IRS990EZ/NetAssetsOrFundBalancesBOY02701
IRS990EZ/NetAssetsOrFundBalances/EOY03877
IRS990EZ/NetAssetsOrFundBalancesEOY03877
IRS990EZ/OccupancyRentUtilitiesAndMaint013800
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition09.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation016965
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PATRICIA CRAVEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LESLIE ZUSKA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Executive Direc
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal021380
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Heart 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
IRS990EZ/PrintingPublicationsPostage042
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0In 2012 Heart in Balance carried out this mission by providing the following:2012 Hours of ServiceHours Service Provided9 (#of volunteer or paid trainee/interns providing services.Individual and psychotherapy to adults, adolescents, children, family and couples.20 Intern Training: Education regarding both clinical and organizational concepts.1430Client therapy hours provided by interns to the community at large.80.5 Client-centered advocacy hours to meet client needs.401 Clinical Supervision for the education and training of interns.125.5 Outside hours of training in order to address the individual plan for the professional development of each trainee or intern.334.8 Hours writing clinical reports, progress or process notes in order to provide continuous care for the clients being served.8-10 hours/ 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 the short and long term goals of Heart in Balances mission.
IRS990EZ/ProgramServiceRevenue069358
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits033940
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine106536 TELEGRAPH AVE STE C102
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0OAKLAND
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094609
IRS990EZ/TheBooksAreInCareOf/NamePerson0PATRICIA CRAVEN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05105405769
IRS990EZ/TotalAssets/BOY02701
IRS990EZ/TotalAssets/EOY03877
IRS990EZ/TotalExpenses069512
IRS990EZ/TotalRevenue070688
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GiftsGrantsContribReceived509/Total00
IRS990ScheduleA/GrossInvestmentIncome509/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.00000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0PROFESSIONAL DEVELOPMENT $62
IRS990ScheduleO/GeneralExplanation/Explanation1BOOKS $91
IRS990ScheduleO/GeneralExplanation/Explanation2BANK CHARGES $129
IRS990ScheduleO/GeneralExplanation/Explanation3WORKERS COMPENSATION $264
IRS990ScheduleO/GeneralExplanation/Explanation4UTILITIES $591
IRS990ScheduleO/GeneralExplanation/Explanation5BOOKKEEPING $710
IRS990ScheduleO/GeneralExplanation/Explanation6TELEPHONE $960
IRS990ScheduleO/GeneralExplanation/Explanation7CLASSES/TRAINING $1975
IRS990ScheduleO/GeneralExplanation/Explanation8REIMB FOR OFFSITE SUPERVISION $14913
IRS990ScheduleO/GeneralExplanation/Explanation9Insurance $573
IRS990ScheduleO/GeneralExplanation/Explanation10Office Expenses $939
IRS990ScheduleO/GeneralExplanation/Explanation11Advertising and Promotion $173
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201206371
ReturnHeader/Filer/Name/BusinessNameLine10HEART IN BALANCE
ReturnHeader/Filer/NameControl0HEAR
ReturnHeader/Filer/USAddress/AddressLine106536 TELEGRAPH AVE
ReturnHeader/Filer/USAddress/City0OAKLAND
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094609
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-13
ReturnHeader/Officer/Name0PATRICIA CRAVEN
ReturnHeader/Officer/Title0Executive Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Financial Fitness Center Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10295 27th Street Ste 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Oakland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094612
ReturnHeader/Preparer/Name0Jennifer A Stewart-Smith
ReturnHeader/Preparer/Phone05106531914
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T13:40:50-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,877
Liabilities
-
Net assets
$3,877
Revenue
$70,688
Expenses
$69,512
Net income
$1,176
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