Civic Intelligence

Healing Breakthrough

990 • Fiscal year 2023 • EIN 92-0639442

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

1040 Court StreetSan Rafael, CA 94901

(415) 991-5154

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$288,085

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

Flat

$7,457,782

Flat from 2023

Net Assets

Flat

$7,364,992

Flat from 2023

Liabilities

Flat

$92,790

Flat from 2023

Revenue

Flat

$5,297,295

Flat from 2023

Expenses

Flat

$2,882,740

Flat from 2023

Net Income

Flat

$2,414,555

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $7,457,782Liabilities 2023: $92,790Net Assets 2023: $7,364,9922023Assets 2023: $7,457,782Liabilities 2023: $92,790Net Assets 2023: $7,364,9922023Assets 2024: $60,398Liabilities 2024: $8,589Net Assets 2024: $51,8092024

Highlighted filing

2023

Assets$7,457,782
Liabilities$92,790
Net Assets$7,364,992

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2023: $5,297,295Expenses 2023: $2,882,740Net Income 2023: $2,414,5552023Revenue 2023: $5,297,295Expenses 2023: $2,882,740Net Income 2023: $2,414,5552023Revenue 2024: $2,524,150Expenses 2024: $6,882,884Net Income 2024: -$4,358,7342024

Highlighted filing

2023

Revenue$5,297,295
Expenses$2,882,740
Net Income$2,414,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$5,297,295
Mission and Program Overview

Mission

Catalyze equitable access to breakthrough mental health treatments nationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,950,437$7,364,992▲ $2,414,555
Pledges and Grants Receivable$0$5,100,462▲ $5,100,462
Cash and Non-Interest-Bearing Accounts$4,950,437$2,349,823▼ $2,600,614
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,950,437$7,457,782▲ $2,507,345
Other Assets Total$0$7,497▲ $7,497
Liabilities
Accounts Payable and Accrued Expenses$0$74,018▲ $74,018
Other Liabilities$0$18,772▲ $18,772
Total Liabilities$0$92,790▲ $92,790
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,950,437$7,364,992▲ $2,414,555
Total Liabilities and Net Assets / Fund Balance$4,950,437$7,457,782▲ $2,507,345
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth Rolf WeingardtProgram DirectorFT$250,000$38,085$288,085
Maciej GonekProgram ManagerFT$148,000$27,885$175,885
Juliana MercerAdvocacy DirectorFT$125,000$33,866$158,866
Tania WieckDirector of FinancePT-$53,330$53,330

Board Members and Trustees

NameTitle
Bo ShaoChair
Alan FournierVice Chair
Jason PyleExecutive Director
Oleg GorelikVc/treas/sec
Revenue and Support

Revenue Composition

Contributions and Grants
$5,295,050
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,245
All Other Contributions
$5,295,050
Change in Net Assets
$2,414,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,654,632
Other Expenses$1,178,108
Total Fundraising Expense$278,601
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$772,046$204,742$242,233$1,219,021
Current Officers, Directors, Trustees, and Key Employees$288,085--$288,085
Fees for Services Other$262,997$13,485$1,820$278,302
Fees for Services Accounting-$141,642-$141,642
Travel$88,060$8,732$22,203$118,995
Other Employee Benefits$100,597$1,321$3,606$105,524
Fees for Services Lobbying$70,000--$70,000
Grants to Domestic Orgs$50,000--$50,000
Payroll Taxes$41,334$668-$42,002
Fees for Services Management$1,000$30,260-$31,260
Advertising$25,000-$903$25,903
Information Technology-$8,574$2,048$10,622
Conferences and Meetings$5,501-$1,445$6,946
Office Expenses$2,787$1,181$1,610$5,578
Insurance$2,308$15-$2,323
Interest-$2,277-$2,277
Fees for Services Legal-$1,853-$1,853
Other Expenses$200$125$36$361
All Other Expenses-$250$95$345
Total Functional Expenses$2,183,611$420,528$278,601$2,882,740
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heroic Hearts Project IncNew York, NY-General Support$25,000
Partnership for Health Equity and InclusionYuba City, CA-General Support$25,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Paid Time Off$18,772
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

A draft of the form 990 is reviewed by various members of the board of directors. Any questions or proposed revisions/additions are communicated by the reviewers to the outside cpa preparer of the form 990. A copy of the final form 990 is forwarded to all members of the organization's board of directors before it is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization regularly monitors compliance with the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financials are made available upon request.

Filing and Contact Details

Filer

Filer Name
Healing Breakthrough
EIN
92-0639442
Phone
4159915154
Address
1040 COURT STREET, SAN RAFAEL, CA 94901

Signing Officer

Name
Jason Pyle
Title
Executive Director
Phone
4159915154
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Pyle
Formed
2023
Legal Domicile
Sd
Voting Board Members
3
Independent Board Members
3
Employees
3
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization is currently being audited for the 2023 tax year.

Raw XML AppendixShowing 400 of 517 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/ProgSrvcAccomActy3Grp/Desc0IMPLEMENTATION PILOTS - ANALYZED AND IDENTIFIED VA & COMMUNITY CARE SITES AND STAKEHOLDERS TO DETERMINE THE MOST APPROPRIATE SITE FOR PILOT MDMA-AT PROGRAMS. THIS WAS RENAMED ACCESS TO CARE IN 2024.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRAINING & ROLLOUT - IDENTIFYING SITES WHERE THE TRAINING COULD BE ROLLED OUT EN MASSE AND DEVELOPED SUPPORT PROGRAMS AND TOOLS TO ASSIST AND SUPPORT THOSE SITES AS THEY IMPLEMENTED THEIR PAT AND MDMA-AT PROGRAMS. THIS WAS RENAMED INTEGRATION SUPPORT IN 2024.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1TRAINING & DISSEMINATION - IDENTIFIED SEVERAL PARTNERS IN THE TRAINING THERAPIST SPACE AND BEGAN CREATING A TRAINING CURRICULUM IN VETERAN MILITARY CULTURAL COMPETENCE AND IN PAT WITH VETERANS. THIS WAS RENAMED EDUCATION & OUTREACH IN 2024.
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04950437
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07364992
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05295050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011325050
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02245
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02245
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt011325050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05295050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06030000
IRS990ScheduleA/Total509Grp/TotalAmt011325050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05297295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06030000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011327295
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAID TIME OFF
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt018772
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HEROIC HEARTS PROJECT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PARTNERSHIP FOR HEALTH EQUITY AND INCLUSION
IRS990ScheduleI/RecipientTable/RecipientEIN0821697268
IRS990ScheduleI/RecipientTable/RecipientEIN1874163198
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0307 W 126TH STREET APARTMENT 5A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12827 FIRENZE CT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1YUBA CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195993
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR ANY GRANTS MADE BY HEALING BREAKTHROUGH, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1148000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2125000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount114800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount225000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013085
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt113085
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt28866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KENNETH ROLF WEINGARDT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MACIEJ GONEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JULIANA MERCER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PROGRAM MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ADVOCACY DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0288085
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1175885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2158866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION USES THE NONPROFIT TIMES SALARY SURVEY, INDUSTRY RESEARCH BY ROLE AND ORGANIZATION TYPE, AND THE DIRECTORS OWN EXPERIENCE IN RECRUITING.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00

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