Civic Intelligence

Heart in Balance

990 • Fiscal year 2020 • EIN 20-1206371

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
PO Box 2428Walnut Creek, CA 94595

(510) 540-5769

Siviq Scores

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

Liabilities / Assets

89th percentile

0.56x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-4.9%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

85th percentile

$25,410

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$39,763

Up $7,689 (+24%) from 2019

Net Assets

Down

$17,364

Down $14,057 (-45%) from 2019

Liabilities

Up

$22,399

Up $21,746 (+3330%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin33rd percentile

Revenue

Up

$288,404

Up $48,329 (+20%) from 2019

Expenses

Up

$302,604

Up $72,573 (+32%) from 2019

Net Income

Down

-$14,200

Down $24,244 (-241%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2020

Assets$39,763
Liabilities$22,399
Net Assets$17,364
Open 2020 Filing

Operations Trend

Revenue Growth79th 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

2020

Revenue$288,404
Expenses$302,604
Net Income-$14,200
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$288,404
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

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
Savings and Temporary Cash Investments$8,438$33,573▲ $25,135
Cash and Non-Interest-Bearing Accounts$23,858$6,190▼ $17,668
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$32,296$39,763▲ $7,467
Other Assets Total-$0-
Liabilities
Other Liabilities$732$22,399▲ $21,667
Total Liabilities$732$22,399▲ $21,667
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,564$17,364▼ $14,200
Total Net Assets Fund Balance$31,564$17,364▼ $14,200
Total Liabilities and Net Assets / Fund Balance$32,296$39,763▲ $7,467
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia CravenTreasurerPT$25,410$25,410

Board Members and Trustees

NameTitle
Jeanette E ShelbyExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$10
Program Service Revenue
$282,941
Investment Income
$5,453
Other Revenue
$0
All Other Contributions
$10
Change in Net Assets
$-14,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,999
Other Expenses$113,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$148,697--$148,697
Occupancy$46,917--$46,917
Current Officers, Directors, Trustees, and Key Employees$25,410--$25,410
All Other Expenses$16,234--$16,234
Payroll Taxes$14,892--$14,892
Other Expenses$5,200--$5,200
Fees for Services Accounting$3,886--$3,886
Office Expenses$2,704--$2,704
Insurance$1,978--$1,978
Fees for Services Other$965--$965
Advertising$780--$780
Total Functional Expenses$302,604$0$0$302,604
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Liability$21,635
Short Term Loan$600
State Payroll Taxes$163
Rounding$1
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Heart in Balance
EIN
20-1206371
Address
PO Box 2428, WALNUT CREEK, CA 94595

Signing Officer

Name
Jeanette E Shelby
Title
Executive Director
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Financial Fitness Center Inc
Address
295 27th Street Ste 200, Oakland, CA 94612
Preparer
Jennifer A Stewart-Smith EA
Phone
5106531914
Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
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
IRS990/AdvertisingGrp/ProgramServicesAmt0780
IRS990/AdvertisingGrp/TotalAmt0780
IRS990/AllOtherContributionsAmt010
IRS990/AllOtherExpensesGrp/ProgramServicesAmt016234
IRS990/AllOtherExpensesGrp/TotalAmt016234
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PATRICIA CRAVEN
IRS990/BooksInCareOfDetail/PhoneNum05105405769
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06536 TELEGRAPH AVE STE C102
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094609
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023858
IRS990/CashNonInterestBearingGrp/EOYAmt06190
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025410
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025410
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05453
IRS990/CYOtherExpensesAmt0113605
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0282941
IRS990/CYRevenuesLessExpensesAmt0-14200
IRS990/CYSalariesCompEmpBnftPaidAmt0188999
IRS990/CYTotalExpensesAmt0302604
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0288404
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Heart in Balance 2020 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 Balances 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 offsite 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 clients 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 Supervisors 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 2020 Heart in Balance carried out this mission by providing the following:2020 Hours of ServiceHoursService Provided20-24 (#of volunteer or paid trainee/associates providing services. Individual and psychotherapy to adults, adolescents, children, family and couples.8 (#volunteer and paid clinical supervisors)Provides weekly 1 hour individual or 2 hours group weekly supervision to trainees and associates. 136Therapists and Supervisor Training: Education regarding both clinical and organizational concepts of psychotherapy for therapists and concepts of supervision for supervisors.5755Client therapy hours provided by interns to the community at large.195Client-centered advocacy hours to meet client needs.576Clinical Supervision for the education and training of interns.175Outside hours of training in order to address the individual plan for the professional development of each trainee or intern.1500Hours writing clinical reports, progress or process notes in order to provide continuous care for the clients being served.20 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 the short and long term goals of Heart in Balances mission.10 hour average/week for 36 weeksAssistant Clinical Director, assisted Executive Director in the carrying out the mission of Heart in Balance. Included but not limited to overseeing the trainee in practicum program and providing clinical oversight.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0302604
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03886
IRS990/FeesForServicesAccountingGrp/TotalAmt03886
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0965
IRS990/FeesForServicesOtherGrp/TotalAmt0965
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA CRAVEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JEANETTE E SHELBY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0288404
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt01978
IRS990/InsuranceGrp/TotalAmt01978
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05453
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Heart 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt031564
IRS990/NetAssetsOrFundBalancesEOYAmt017364
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031564
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017364
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt046917
IRS990/OccupancyGrp/TotalAmt046917
IRS990/OfficeExpensesGrp/ProgramServicesAmt02704
IRS990/OfficeExpensesGrp/TotalAmt02704
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUPERVISOR
IRS990/OtherExpensesGrp/Desc1ASSISTANT CLINICAL DIRECTOR
IRS990/OtherExpensesGrp/Desc2REIMBURSABLE EXPENSE
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE
IRS990/OtherExpensesGrp/ProgramServicesAmt016290
IRS990/OtherExpensesGrp/ProgramServicesAmt113335
IRS990/OtherExpensesGrp/ProgramServicesAmt25316
IRS990/OtherExpensesGrp/ProgramServicesAmt35200
IRS990/OtherExpensesGrp/TotalAmt016290
IRS990/OtherExpensesGrp/TotalAmt113335
IRS990/OtherExpensesGrp/TotalAmt25316
IRS990/OtherExpensesGrp/TotalAmt35200
IRS990/OtherLiabilitiesGrp/BOYAmt0732
IRS990/OtherLiabilitiesGrp/EOYAmt022399
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0148697
IRS990/OtherSalariesAndWagesGrp/TotalAmt0148697
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014892
IRS990/PayrollTaxesGrp/TotalAmt014892
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0282941
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0282941
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07377
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt092220
IRS990/PYProgramServiceRevenueAmt0232698
IRS990/PYRevenuesLessExpensesAmt010044
IRS990/PYSalariesCompEmpBnftPaidAmt0137811
IRS990/PYTotalExpensesAmt0230031
IRS990/PYTotalRevenueAmt0240075
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-14200
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08438
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033573
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021010
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0282941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0232698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0133710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0879995
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07200
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt07015
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt05119
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt030579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0140
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0931584
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0288401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0239898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0153339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0149329
IRS990ScheduleA/Total509Grp/TotalAmt0931584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0288404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0240015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0153340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0149345
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0931724
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021635
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHORT TERM LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3STATE PAYROLL TAXES
IRS990ScheduleD/TotalLiabilityAmt022399
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032296
IRS990/TotalAssetsEOYAmt039763
IRS990/TotalAssetsGrp/BOYAmt032296
IRS990/TotalAssetsGrp/EOYAmt039763
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0302604
IRS990/TotalFunctionalExpensesGrp/TotalAmt0302604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0732
IRS990/TotalLiabilitiesEOYAmt022399
IRS990/TotalLiabilitiesGrp/BOYAmt0732
IRS990/TotalLiabilitiesGrp/EOYAmt022399
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017364
IRS990/TotalProgramServiceExpensesAmt0302604
IRS990/TotalProgramServiceRevenueAmt0282941
IRS990/TotalReportableCompFromOrgAmt025410
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0288394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288404
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039763
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 2428
IRS990/USAddress/CityNm0WALNUT CREEK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945959990
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE E SHELBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART IN BALANCE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0201206371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2428
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204078883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Fitness Center Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0295 27th Street Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05106531914
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer A Stewart-Smith EA
ReturnHeader/ReturnTs02021-11-15T09:59:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANETTE E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHELBY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,763
Liabilities
$22,399
Net assets
$17,364
Revenue
$288,404
Expenses
$302,604
Net income
-$14,200
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
2020Detailed filing. Detailed filing data is available for this year.$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