Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-4007859

HEART AND SOUL

Tax-exempt · BURLINGAME, CA 94010

Financials

$1.7M$1.5M2022$1.8M$2M2023$1.8M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of HEART AND SOUL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,766,390$1,714,339$52,051$1,515,181$145,737$1,369,444
June 30, 2024990$1,825,698$1,999,575-$173,877$1,374,457$56,764$1,317,693
June 30, 2023990$1,716,626$1,468,945$247,681$1,523,684$31,151$1,492,533
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$55,445
Program service revenue
$1,701,474
Investment income
$7,111
Other revenue
$2,360

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$586,381
Other salaries and wages
$274,618
Salaries, compensation and benefits (total)
$996,160
Professional fundraising fees
$0
Legal fees
$11,192
Accounting fees
$101,401
Occupancy
$90,280
Travel
$37,795
Program services (functional)
$1,364,075
Management and general (functional)
$272,298
Fundraising (functional)
$77,966

Balance sheet and other

Total assets, start of year
$1,374,457
Total assets, end of year
$1,515,181
Total liabilities, end of year
$145,737
Net assets, end of year
$1,369,444
Net assets without donor restrictions
$1,369,444
Gross receipts
$1,766,390
Employees
18
Volunteers
0
Year formed
2005
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
AMAAL GREENWOOD GOODWINWELLNESS DIRECTOR
Trustee or director
40$100,466$8,994
PATRICE MASSICOTTEPEER SUPPORT DIRECTOR
Trustee or director
40$106,315$0
EBONY CARRUTHERSDIRECTOR OF PARTNERSHIPS PEER ENGAGEMENT
Trustee or director
40$88,808$10,903
ROSALYN REEDEXECUTIVE DIRECTOR
Trustee or director, Former
40$72,367$0
BRIANA EVANSBOARD CHAIR
Officer
2$0$0
JAMES GORDONSECRETARY
Officer
2$0$0
DEBORAH WRIGHTDIRECTOR
Officer
2$0$0
WENDY SCHULTZ-HENRYTREASURER
Officer
2$0$0
STEPHANIE ABUYAGHIDIRECTOR
Officer
2$0$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
PATRICE MASSICOTTEPEER SUPPORT
Trustee or director
40$110,988
AMAAL GREENWOOD-GOODWINWELLNESS DIR
Trustee or director
40$104,614
OPHELIA WILLIAMS DECEASEDEXECUTIVE DI
Officer
40$78,624
MARK RYLEINTERIM EXEC
Trustee or director, Officer
40$77,250
JILL ESKENAZIDIRECTOR
Trustee or director
1$0
LAUREN JONESDIRECTOR
Trustee or director
–$0
WENDY SCHULTZ-HENRYBOARD MEMBER
Trustee or director
–$0
DEBORAH WRIGHTDIRECTOR
Trustee or director
1$0
STEPHANIE ABUYAGHITREASURER
Officer
1$0
BRIANA EVANSDIRECTOR
Officer
2$0
JAMES GORDONSECRETARY
Officer
2$0
CALVIN SHELTONCHAIRMAN
Officer
2$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
Ophelia WilliamsExecutive Director
Officer
40$174,000
Patrice MassicoteProgram Director
Officer
40$105,000
Jill EskenaziDirector
Trustee or director
1$0
Briana EvansDirector
Trustee or director
2$0
Deborah WrightDirector
Trustee or director
1$0
James GordonSecretary
Trustee or director, Officer
2$0
Calvin SheltonChairman
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
1633 OLD BAYSHORE HWY STE 160, BURLINGAME, CA 94010-1515
Principal officer (990 for 2024)
Wendy L Schultz-Henry, 1633 BAYSHORE HWY STE 160, BURLINGAME, CA 94010
Signed the 990
WENDY L SCHULTZ HENRY, TREASURER
Phone
(650) 218-9255

California records

California keeps its own records of charities and corporations. Search them by EIN 20-4007859 or by the name HEART AND SOUL.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

IMPROVE QUALITY OF LIFE FOR CONSUMERS OF MENTAL HEALTH SERVICES

990 for the year ended June 30, 2025

Program accomplishments

  • HEART & SOUL SHALL DEVELOP AND MAINTAIN THE HELPING OUR PEERS EMERGE HOPE PROGRAM. THIS PROGRAM WILL ASSIST BHRS ADULT CLIENTS TRANSITION FROM LOCKED PSYCHIATRIC HOSPITAL SETTINGS 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
    Expenses $1,364,075 · revenue $1,684,533

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-4007859
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,515,181
Income (IRS master file)
$1,766,390

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,766,390$1,714,339$1,515,181IRS
990June 2024$1,825,698$1,999,575$1,374,457IRS
990June 2023$1,716,626$1,468,945$1,523,684XML
990June 2022$1,707,605$1,151,031$1,263,392IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––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 20-4007859).

Questions about HEART AND SOUL

What is the EIN of HEART AND SOUL?
The employer identification number (EIN) of HEART AND SOUL is 20-4007859.
Is HEART AND SOUL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to HEART AND SOUL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEART AND SOUL 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 AND SOUL due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEART AND SOUL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HEART AND SOUL?
The 990 for the year ended June 30, 2025 names Wendy L Schultz-Henry.
Who are the officers and directors of HEART AND SOUL?
The 990 for the year ended June 30, 2025 lists 9 people; 4 received compensation from the organization, the highest $100,466 (AMAAL GREENWOOD GOODWIN, WELLNESS DIRECTOR).
How much revenue does HEART AND SOUL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,766,390, expenses of $1,714,339 and total assets of $1,515,181 at year end.

Other nonprofits in BURLINGAME

All nonprofits in BURLINGAME · California · Mental health and crisis intervention