Heart In Balance
- Assets
- $44.6k
- Revenue
- $293.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 01/2005
- Data as of
- 12/2021
- EIN
- 20-1206371
Organization Overview
Heart In Balance is located in Walnut Creek, CA. The organization was established in 2005. According to its NTEE Classification (P46) the organization is classified as: Family Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heart In Balance is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heart In Balance generated $293.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.8% each year. All expenses for the organization totaled $267.3k during the year ending 12/2021. While expenses have increased by 8.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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
Describe the Organization's Program Activity:
Part 3 - Line 4a
HEART IN BALANCE 2021MISSION 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 2021 HEART IN BALANCE CARRIED OUT THIS MISSION BY PROVIDING THE FOLLOWING HOURS OF SERVICE:17 VOLUNTEERS OR PAID TRAINEE/ASSOCIATES PROVIDING SERVICES. INDIVIDUAL AND PSYCHOTHERAPY TO ADULTS, ADOLESCENTS, CHILDREN, FAMILY AND COUPLES.6 VOLUNTEERS AND PAID SUPERVISORS. PROVIDED WEEKLY 1 HOURS WEEKLY INDIVIDUAL SUPERVISION TO TRAINEES IN PRACTICUM164 HOURS THERAPIST AND SUPERVISOR TRAINING/CONSULTATION: EDUCATION REGARDING BOTH CLINICAL AND ORGANIZATIONAL CONCEPTS OF PSYCHOTHERAPY FOR THERAPISTS AND CONCEPTS OF SUPERVISION FOR SUPERVISORS.5999 CLIENT THERAPY HOURS PROVIDED BY INTERNS TO THE COMMUNITY AT LARGE.125 CLIENT-CENTERED ADVOCACY HOURS TO MEET CLIENT NEEDS.1128 HOURS OF CLINICAL SUPERVISION FOR THE EDUCATION AND TRAINING OF THERAPISTS.217 OUTSIDE HOURS OF TRAINING IN ORDER TO ADDRESS THE INDIVIDUAL PLAN FOR THE PROFESSIONAL DEVELOPMENT OF EACH TRAINEE OR INTERN.1500 HOURS 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 HEART IN BALANCE MISSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patricia Craven Treasurer | Officer | 18 | $41,525 |
Jeanette E Shelby Executive Dir. | Officer | 12 | $4,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $21,635 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,206 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $26,841 |
| Total Program Service Revenue | $257,474 |
| Investment income | $9,604 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $293,919 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $45,725 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $131,512 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $14,669 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,489 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $225 |
| Advertising and promotion | $34 |
| Office expenses | $3,296 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $41,382 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,162 |
| All other expenses | $8,420 |
| Total functional expenses | $267,345 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,605 |
| Savings and temporary cash investments | $31,002 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $44,607 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $669 |
| Total liabilities | $669 |
| Net assets without donor restrictions | $43,938 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $44,607 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Child Care Alliance Of Los Angeles Los Angeles, CA | $9,152,469 | $48,432,280 |
Bill Wilson Center Santa Clara, CA | $25,476,020 | $28,835,250 |
One Heart Worldwide San Diego, CA | $2,247,294 | $24,939,807 |
Family Service Agency Of Santa Barbara County Santa Barbara, CA | $9,613,009 | $14,628,759 |
Christian Family Care Agency Inc Phoenix, AZ | $15,334,495 | $9,720,320 |
Metropolitan Family Service Portland, OR | $8,641,251 | $10,051,210 |
The Richstone Center Inc Hawthorne, CA | $6,936,558 | $5,195,352 |
Family Service Agency Phoenix, AZ | $529,131 | $3,169,276 |
Casa De La Familia Placentia, CA | $8,947 | $2,529,720 |
Mount Zion Health Fund San Francisco, CA | $62,093,573 | $9,963,959 |
Acorn Counseling Ojai, CA | $20,418 | $2,330,768 |
Salem Pastoral Counseling Center Salem, OR | $483,827 | $2,419,489 |