Nonprofit · EIN 20-1206371
HEART IN BALANCE
Tax-exempt · OAKLAND, CA 94609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $228,400 | $235,336 | -$6,936 | $24,498 | -$1,131 | $25,629 |
| December 31, 2023 | 990 | $267,090 | $267,977 | -$887 | $14,926 | -$4,865 | $19,791 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $224,274
- Investment income
- $4,126
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $25,190
- Other salaries and wages
- $93,581
- Salaries, compensation and benefits (total)
- $129,331
- Professional fundraising fees
- $0
- Legal fees
- $52
- Accounting fees
- $2,483
- Occupancy
- $39,784
- Program services (functional)
- $235,336
Balance sheet and other
- Total assets, start of year
- $14,926
- Total assets, end of year
- $24,498
- Total liabilities, end of year
- -$1,131
- Net assets, end of year
- $25,629
- Net assets without donor restrictions
- $25,629
- Gross receipts
- $228,400
- Employees
- 0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE E SHELBY | Executive Dir. Officer | 30 | $25,190 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE E SHELBY | Executive Dir. Officer | 15 | $25,750 |
Address and contacts
- Address (IRS master file)
- 6536 TELEGRAPH AVE STE C201, OAKLAND, CA 94609-1172
- In care of
- % PATRICIA CRAVEN
- Signed the 990
- JEANETTE E SHELBY, Executive Director
- Phone
- (510) 496-6002
- Return prepared by
- Harrison Accounting Group Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1206371 or by the name HEART IN BALANCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 Balanceb
Program accomplishments
- Heart in Balance 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 Balance's 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 off-site 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 client's 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 Supervisor's 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:12 volunteers or paid trainee/associates providing services. Individual and psychotherapy to adults, adolescents, children, family and couples.3 volunteers and paid supervisors. Provided weekly 1 hours weekly individual supervision to trainees in practicum208 hours therapist and supervisor training/consultation: Education regarding both clinical and organizational concepts of psychotherapy for therapists and concepts of supervision for supervisors.4992 client therapy hours provided by interns to the community at large.112 client-centered advocacy hours to meet client needs.1560 hours of clinical supervision for the education and training of therapists.144 outside hours of training in order to address the individual plan for the professional development of each trainee or intern.1092 hours writing clinical reports, progress or process notes in order to provide continuous care for the clients being served.15 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.Expenses $235,336
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1206371
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P46)
- Assets (IRS master file)
- $24,498
- Income (IRS master file)
- $228,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $228,400 | $235,336 | $24,498 | XML |
| 990 | December 2023 | $267,090 | $267,977 | $14,926 | XML |
| 990 | December 2022 | $229,262 | $256,316 | $21,459 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1206371).
Questions about HEART IN BALANCE
- What is the EIN of HEART IN BALANCE?
- The employer identification number (EIN) of HEART IN BALANCE is 20-1206371.
- Is HEART IN BALANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HEART IN BALANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART IN BALANCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART IN BALANCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART IN BALANCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of HEART IN BALANCE?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $25,190 (JEANETTE E SHELBY, Executive Dir.).
- How much revenue does HEART IN BALANCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $228,400, expenses of $235,336 and total assets of $24,498 at year end.
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