Civic Intelligence

Heart & Soul Inc

EIN 20-4007859 • 501(c)3 • Burlingame, CA

Profile

Improve quality of life for consumers of mental health services

1633 Old Bayshore Hwy Suite 160Burlingame, CA 94010

www.heartandsoulinc.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-9.5%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$110,988

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-9.8%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,374,457

Down $149,227 (-9.8%) from 2023

Liabilities

Up

$56,764

Up $25,613 (+82%) from 2023

Net Assets

Down

$1,317,693

Down $174,840 (-12%) from 2023

Operations
Liabilities / Revenue39th percentileNet Margin22nd percentile

Revenue

Up

$1,825,698

Up $109,072 (+6.4%) from 2023

Expenses

Up

$1,999,575

Up $530,630 (+36%) from 2023

Net Income

Down

-$173,877

Down $421,558 (-170%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $43,972Liabilities 2011: $7,794Net Assets 2011: $36,1782011Assets 2012: $54,383Liabilities 2012: $10,987Net Assets 2012: $43,3962012Assets 2013: $105,813Liabilities 2013: $45,961Net Assets 2013: $59,8522013Assets 2014: $126,468Liabilities 2014: $92,261Net Assets 2014: $34,2072014Assets 2015: $54,282Liabilities 2015: $23,518Net Assets 2015: $30,7642015Assets 2016: $25,420Liabilities 2016: $6,501Net Assets 2016: $18,9192016Assets 2017: $89,947Liabilities 2017: $37,567Net Assets 2017: $52,3802017Assets 2018: $76,074Liabilities 2018: $157,339Net Assets 2018: -$81,2652018Assets 2019: $398,732Liabilities 2019: $143,207Net Assets 2019: $255,5252019Assets 2020: $568,290Liabilities 2020: $12,736Net Assets 2020: $555,5542020Assets 2021: $692,523Liabilities 2021: $32,261Net Assets 2021: $660,2622021Assets 2022: $1,263,392Liabilities 2022: $19,516Net Assets 2022: $1,243,8762022Assets 2023: $1,523,684Liabilities 2023: $31,151Net Assets 2023: $1,492,5332023Assets 2024: $1,374,457Liabilities 2024: $56,764Net Assets 2024: $1,317,6932024

Highlighted filing

2024

Assets$1,374,457
Liabilities$56,764
Net Assets$1,317,693
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $361,919Expenses 2011: $345,227Net Income 2011: $16,6922011Expenses 2012: $360,8972012Revenue 2013: $344,729Expenses 2013: $328,273Net Income 2013: $16,4562013Revenue 2014: $379,853Expenses 2014: $405,498Net Income 2014: -$25,6452014Revenue 2015: $389,260Expenses 2015: $392,703Net Income 2015: -$3,4432015Revenue 2016: $456,644Expenses 2016: $468,489Net Income 2016: -$11,8452016Revenue 2017: $445,997Expenses 2017: $450,594Net Income 2017: -$4,5972017Revenue 2018: $751,449Expenses 2018: $885,094Net Income 2018: -$133,6452018Revenue 2019: $1,794,097Expenses 2019: $1,465,748Net Income 2019: $328,3492019Revenue 2020: $1,889,389Expenses 2020: $1,602,166Net Income 2020: $287,2232020Revenue 2021: $1,450,125Expenses 2021: $1,345,417Net Income 2021: $104,7082021Revenue 2022: $1,707,605Expenses 2022: $1,151,031Net Income 2022: $556,5742022Revenue 2023: $1,716,626Expenses 2023: $1,468,945Net Income 2023: $247,6812023Revenue 2024: $1,825,698Expenses 2024: $1,999,575Net Income 2024: -$173,8772024

Highlighted filing

2024

Revenue$1,825,698
Expenses$1,999,575
Net Income-$173,877
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,374,457
Liabilities
$56,764
Net assets
$1,317,693
Revenue
$1,825,698
Expenses
$1,999,575
Net income
-$173,877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.32$1.83$2.00$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.03$1.49$1.72$1.47$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$1.71$1.15$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.03$0.66$1.45$1.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$1.89$1.60$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.14$0.26$1.79$1.47$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.16$0.08$0.75$0.89$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.04$0.05$0.45$0.45$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.46$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$0.39$0.39$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.09$0.03$0.38$0.41$0.03
2013Summary only. Only limited summary data is available for this year.$0.11$0.05$0.06$0.34$0.33$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.36
2011Summary only. Only limited summary data is available for this year.$0.04$0.01$0.04$0.36$0.35$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 31, 2024
Return Version
2023v6.0
Gross Receipts
$1,825,698
Mission and Program Overview

Mission

Improve quality of life for consumers of mental health services.

Improve quality of life for consumers of mental health services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,392,301$1,019,076▼ $373,225
Accounts Receivable$125,629$344,640▲ $219,011
Prepaid Expenses and Deferred Charges$1,246$3,434▲ $2,188
Total Assets$1,523,684$1,374,457▼ $149,227
Other Assets Total$4,508$7,307▲ $2,799
Liabilities
Other Liabilities-$39,179-
Accounts Payable and Accrued Expenses$31,151$17,585▼ $13,566
Total Liabilities$31,151$56,764▲ $25,613
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,492,533$1,317,693▼ $174,840
Total Net Assets Fund Balance$1,492,533$1,317,693▼ $174,840
Total Liabilities and Net Assets / Fund Balance$1,523,684$1,374,457▼ $149,227
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patrice MassicottePeer SupportFT$110,988$110,988
Amaal Greenwood-goodwinWellness DirectorFT$104,614$104,614
Ophelia Williams DeceasedExecutive DiFT$78,624$78,624
Mark RyleInterim ExecFT$77,250$77,250

Board Members and Trustees

NameTitle
Calvin SheltonChairman
Wendy Schultz-henryBoard Member
Briana EvansDirector
Deborah WrightDirector
Jill EskenaziDirector
Lauren JonesDirector
James GordonSecretary
Stephanie AbuyaghiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,787
Program Service Revenue
$1,775,335
Investment Income
$0
Other Revenue
$10,576
Change in Net Assets
$-173,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,020,629
Salaries, Compensation, and Employee Benefits$978,946
Total Fundraising Expense$49,943
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$838,912--$838,912
Comp Disqual Persons$692,673$81,491$40,745$814,909
Other Employee Benefits$86,533$10,180$5,090$101,803
Office Expenses$74,077$5,780$1,006$80,863
Fees for Services Management$54,800$8,426-$63,226
Payroll Taxes$52,929$6,203$3,102$62,234
Occupancy$23,193$7,731-$30,924
Fees for Services Other$3,451--$3,451
Insurance$1,176$690-$1,866
Travel$699--$699
Advertising$616--$616
Interest$-28$100-$72
Total Functional Expenses$1,829,031$120,601$49,943$1,999,575
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$31,422
Credit Cards$7,757
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Heart & Soul Inc
EIN
20-4007859
Phone
6502327426
Address
1633 OLD BAYSHORE HWY SUITE 160, BURLINGAME, CA 94010

Signing Officer

Name
Briana Evans
Title
Director
Phone
6502327426
Signed
2024-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Briana Evans
Formed
2005
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
3
Employees
10

Preparer

Firm
Sullivan & Company CPA Inc
Address
533 AIRPORT BLVD SUITE 400, BURLINGAME, CA 94010
Preparer
Brian a Sullivan Cpaabv
Phone
6507309848
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Heart & soul shall develop and maintain the helping our peers emerge (hope)program. This program will assist bhrs adult client's transition from locked psychiatric hospitalsettings into the community. Peer mentors and family partners will provide emotional support, educational services and community resources to adults and their family members to ease the transition back into community settings.”

Form 990, Part XI, Line 9

“CHANGE IN ACCOUNT -963”

Raw XML Appendix396 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/Form990PartVIISectionAGrp/TitleTxt0PEER SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt1WELLNESS DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DI
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086533
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IRS990/OtherRevenueMiscGrp/Desc0DONATIONS
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IRS990/PayrollTaxesGrp/FundraisingAmt03102
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06203
IRS990/PayrollTaxesGrp/ProgramServicesAmt052929
IRS990/PayrollTaxesGrp/TotalAmt062234
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03434
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IRS990/ProgramServiceRevenueGrp/Desc0COUNTY CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1CA DEPT OF HEALTH CARE SVCS
IRS990/ProgramServiceRevenueGrp/Desc2CYHBI CONTRACT 1040-0601
IRS990/ProgramServiceRevenueGrp/Desc3WELLNESS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1382567
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2240000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314067
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0HEART & SOUL SHALL DEVELOP AND MAINTAIN THE HELPING OUR PEERS EMERGE (HOPE)PROGRAM. THIS PROGRAM WILL ASSIST BHRS ADULT CLIENT'S TRANSITION FROM LOCKED PSYCHIATRIC HOSPITALSETTINGS INTO THE COMMUNITY. PEER MENTORS AND FAMILY PARTNERS WILL PROVIDE EMOTIONAL SUPPORT, EDUCATIONAL SERVICES AND COMMUNITY RESOURCES TO ADULTS AND THEIR FAMILY MEMBERS TO EASE THE TRANSITION BACK INTO COMMUNITY SETTINGS.
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IRS990/PYContributionsGrantsAmt099653
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0585982
IRS990/PYOtherRevenueAmt03260
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01825699
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 64,604
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01707574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01416944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01861149
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HEART & SOUL SHALL DEVELOP AND MAINTAIN THE HELPING OUR PEERS EMERGE (HOPE)PROGRAM. THIS PROGRAM WILL ASSIST BHRS ADULT CLIENT'S TRANSITION FROM LOCKED PSYCHIATRIC HOSPITALSETTINGS INTO THE COMMUNITY. PEER MENTORS AND FAMILY PARTNERS WILL PROVIDE EMOTIONAL SUPPORT, EDUCATIONAL SERVICES AND COMMUNITY RESOURCES TO ADULTS AND THEIR FAMILY MEMBERS TO EASE THE TRANSITION BACK INTO COMMUNITY SETTINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN ACCOUNT -963
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01829031
IRS990/TotalFunctionalExpensesGrp/TotalAmt01999575
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IRS990/TotalOtherProgSrvcExpenseAmt089708
IRS990/TotalProgramServiceExpensesAmt01829031
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IRS990/TotalReportableCompFromOrgAmt0371476
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt01633 OLD BAYSHORE HWY STE 160
IRS990/USAddress/CityNm0BURLINGAME
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094010
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.HEARTANDSOULINC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIANA EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06502327426
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART & SOUL INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0204007859
ReturnHeader/Filer/PhoneNum06502327426
ReturnHeader/Filer/USAddress/AddressLine1Txt01633 OLD BAYSHORE HWY SUITE 160
ReturnHeader/Filer/USAddress/CityNm0BURLINGAME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943293695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN & COMPANY CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 AIRPORT BLVD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGAME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094010
ReturnHeader/PreparerPersonGrp/PhoneNum06507309848
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN A SULLIVAN CPAABV
ReturnHeader/ReturnTs02025-05-13T15:36:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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