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California · Public charity

Consumer Credit Counseling Service of San Francisco Dba Balance

To empower people through client-centric financial coaching and education, equipping them with the knowledge and skills to drive change, overcome financial challenges, and build lasting wealth.

$11M
Granted FY2024(still arriving)
36
Grants FY2024
28
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$141,000
Largest grant, FY2024
$1,332,000
Organizations funded a year
28 to 39
FY2021 to FY2023
States reached, FY2024
10
Total assets, FY2024
$13M

How open it is to new grantees

In FY2023, 0% of the organizations Consumer Credit Counseling Service of San Francisco Dba Balance funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving36$11M25%
FY202328$9.9M0%
FY202235$12M0%
FY202139$9.2Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Housing & Shelter$40MHuman Services$1.9M

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

VT
IL
MI
NY
MA
SD
NJ
CA
MD
AZ
NC
TX
FL

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 43 grantees
All grantees of Consumer Credit Counseling Service of San Francisco Dba Balance by total granted
GranteeTotal grantedYearsShare of their budget
Greenpath Inc$5,197,00044%
Money Management International Inc$4,920,75044%
Springboard Nonprofit Consumer Credit Management Inc$4,472,297424%
Navicore Realty Corp$3,908,5004n/a
Project Sentinel Inc$2,871,000421%
A-1 Community Housing Services$2,510,400497%
Neighborhood Housing Services of Orange County Inc$1,570,902410%
Neighborhood Housing Services of Los Angeles County$1,269,000413%
Neighborhood Partnership Housing Services Inc$1,251,000413%
Neighborhood Housing Services of the Inland Empire$1,032,749325%
Asian Inc$929,19247%
Community Housing Council of Fresno$875,994494%
Sacramento Neighborhood Housing Services Inc$860,575336%
Consumer Credit Counseling Service of Maryland and Delaware Inc$839,250311%
Cambridge Credit Counseling Corp$807,05034%
Ventura County Community Development Corporation$789,75048%
Inland Fair Housing and Mediation Board$757,000415%
Debt Management Credit Counseling Corp$745,629415%
Consumer Education Services Inc$590,73236%
Inland Empire Resource Center$546,750181%
Credit Card Management Services Inc$455,50038%
Take Charge America Inc$422,84641%
San Francisco Housing Development Corporation$410,60042%
San Francisco Lesbian Gay Bisexual Transgender Community Center$351,50042%
Nid Housing Counseling Agency Inc$349,50021%
Great Lakes Credit Union$307,57040%
Opportunities Credit Union$281,25842%
Black Hills Children's Ranch Inc$250,783315%
Gecu$248,83440%
HomeOwnership OC$247,500162%
Lutheran Social Services of Southern California$245,75040%
Richmond Neighborhood Housing Services Inc$201,50035%
Community Housing Development Corp of North Richmond$173,00021%
Frameworks Community Development Corporation Inc$149,969421%
Consumer Debt Counselors Inc$118,11218%
Csa San Diego County$109,67228%
New Community Corporation$44,30610%
South Side Community Fcu$40,2174n/a
Syracuse Cooperative Federal Credit Union$26,9022n/a
Fair Housing Foundation$20,25011%
East River Development Alliance Inc$17,82320%
Fair Housing Council of Riverside County$15,00010%
Grow Brooklyn Inc$10,58711%

Plus 5 recipients with no EIN on record ($426k), not named here.

Where it is load-bearing

Consumer Credit Counseling Service of San Francisco Dba Balance supplied at least a quarter of the budget for 6 of its grantees at some point. The chart plots its 40 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetGreenpath Inc: $5,197,000 over 4y, 4.2% of budgetMoney Management International Inc: $4,920,750 over 4y, 4.2% of budgetSpringboard Nonprofit Consumer Credit Management Inc: $4,472,297 over 4y, 24% of budgetProject Sentinel Inc: $2,871,000 over 4y, 21% of budgetA-1 Community Housing Services: $2,510,400 over 4y, 97% of budgetNeighborhood Housing Services of Orange County Inc: $1,570,902 over 4y, 10% of budgetNeighborhood Housing Services of Los Angeles County: $1,269,000 over 4y, 13% of budgetNeighborhood Partnership Housing Services Inc: $1,251,000 over 4y, 13% of budgetNeighborhood Housing Services of the Inland Empire: $1,032,749 over 3y, 25% of budgetAsian Inc: $929,192 over 4y, 7.1% of budgetCommunity Housing Council of Fresno: $875,994 over 4y, 94% of budgetSacramento Neighborhood Housing Services Inc: $860,575 over 3y, 36% of budgetConsumer Credit Counseling Service of Maryland and Delaware Inc: $839,250 over 3y, 11% of budgetCambridge Credit Counseling Corp: $807,050 over 3y, 4.2% of budgetVentura County Community Development Corporation: $789,750 over 4y, 8.1% of budgetInland Fair Housing and Mediation Board: $757,000 over 4y, 15% of budgetDebt Management Credit Counseling Corp: $745,629 over 4y, 15% of budgetConsumer Education Services Inc: $590,732 over 3y, 5.7% of budgetInland Empire Resource Center: $546,750 over 1y, 81% of budgetCredit Card Management Services Inc: $455,500 over 3y, 7.8% of budgetTake Charge America Inc: $422,846 over 4y, 1.2% of budgetSan Francisco Housing Development Corporation: $410,600 over 4y, 2.3% of budgetSan Francisco Lesbian Gay Bisexual Transgender Community Center: $351,500 over 4y, 2.1% of budgetNid Housing Counseling Agency Inc: $349,500 over 2y, 1.5% of budgetGreat Lakes Credit Union: $307,570 over 4y, 0.2% of budgetOpportunities Credit Union: $281,258 over 4y, 2.4% of budgetBlack Hills Children's Ranch Inc: $250,783 over 3y, 15% of budgetGecu: $248,834 over 4y, 0.0% of budgetHomeOwnership OC: $247,500 over 1y, 62% of budgetLutheran Social Services of Southern California: $245,750 over 4y, 0.5% of budgetRichmond Neighborhood Housing Services Inc: $201,500 over 3y, 5.3% of budgetCommunity Housing Development Corp of North Richmond: $173,000 over 2y, 0.9% of budgetFrameworks Community Development Corporation Inc: $149,969 over 4y, 21% of budgetConsumer Debt Counselors Inc: $118,112 over 1y, 7.8% of budgetCsa San Diego County: $109,672 over 2y, 7.6% of budgetNew Community Corporation: $44,306 over 1y, 0.3% of budgetFair Housing Foundation: $20,250 over 1y, 1.1% of budgetEast River Development Alliance Inc: $17,823 over 2y, 0.1% of budgetFair Housing Council of Riverside County: $15,000 over 1y, 0.4% of budgetGrow Brooklyn Inc: $10,587 over 1y, 0.9% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 40.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Neighborhood Reinvestment CorporationDC27.5× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Neighborhood Reinvestment Corporation · National Foundation for Credit Counseling Inc · Citi Foundation · Mufg Union Bank Foundation Ag · Wells Fargo Foundation · The Zions Bancorporation Foundation · Homefree USA Inc · California Community Foundation · Local Initiatives Support Corporation · The San Francisco Foundation · Consumer Credit Counseling Service of Maryland and Delaware Inc · Behavioral Ideas Lab Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Consumer Credit Counseling Service of San Francisco Dba Balance with peer funders

About Consumer Credit Counseling Service of San Francisco Dba Balance

How much does Consumer Credit Counseling Service of San Francisco Dba Balance give?
Consumer Credit Counseling Service of San Francisco Dba Balance reported 36 grants totaling $10,884,091 in its FY2024 IRS filing. It funded between 28 and 39 organizations a year over FY2021 to FY2023.
What does Consumer Credit Counseling Service of San Francisco Dba Balance fund?
By grant dollars over FY2021 to FY2024, its largest causes are Housing & Shelter (95%), Human Services (5%).
Who are Consumer Credit Counseling Service of San Francisco Dba Balance's largest grantees?
By total granted over FY2021 to FY2024: Greenpath Inc ($5.2M), Money Management International Inc ($4.9M), Springboard Nonprofit Consumer Credit Management Inc ($4.5M).
Does Consumer Credit Counseling Service of San Francisco Dba Balance fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Consumer Credit Counseling Service of San Francisco Dba Balance?
Its strongest co-funders, measured against what their size predicts, include Neighborhood Reinvestment Corporation, National Foundation for Credit Counseling Inc, Citi Foundation.
Where is Consumer Credit Counseling Service of San Francisco Dba Balance based?
Consumer Credit Counseling Service of San Francisco Dba Balance is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 48 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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