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Heart in Balance

EIN 20-1206371 · Oakland, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair58 out of 100GovernanceWeak12 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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

Income
$228,400
Spending
$235,336
Spent on programs
100%
Reserves
1.3 months of spending
Largest source of income
fees for its services, 98%
Employees
0
Highest pay
$25,190, executive dir.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 58 out of 100. Higher than 33% of charities in its peer group (human services, under $250k).

  • Reserves

    10 of 35

    Spendable reserves would cover 1.3 months of spending.

  • Debt

    20 of 20

    It owes -5% of what it owns.

  • Living within its means

    8 of 15

    Spending exceeded income by 3% of income.

  • Income trend

    5 of 15

    Income fell 14% on the year before.

  • Spending floor

    15 of 15

    100% of spending went to programs.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 12 out of 100. Higher than 0% of charities in its peer group (human services, under $250k).

  • Independent board

    0 of 25

    0 of 1 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    0 of 5

    Reports that it does not keep minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $235,336 spent. 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.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since January 2005.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.