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California · Nonprofit

HEART IN BALANCE

HEART IN BALANCE (California) receives grants from 1 organization whose IRS filings report $61 to it, the largest being AMAZONSMILE FOUNDATION ($61). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$228k
Funders on record
1
Grants received
$61
Net assets
$26k
1/1 repeat funderspeak grant-dependency 0%
01What it does

What Heart in Balance does

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

As stated on its FY2024 Form 990.

Program

  1. 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…

    $235,336 spent
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $235,336.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($101k) Expenses 100 ($111k) Net assets 100 ($17k)2018 Revenue 152 ($153k) Expenses 136 ($151k) Net assets 125 ($21k)2019 Revenue 239 ($240k) Expenses 207 ($230k) Net assets 183 ($31k)2020 Revenue 287 ($288k) Expenses 272 ($303k) Net assets 101 ($17k)2021 Revenue 292 ($294k) Expenses 240 ($267k) Net assets 256 ($44k)2022 Revenue 228 ($229k) Expenses 231 ($256k) Net assets 121 ($21k)2023 Revenue 265 ($267k) Expenses 241 ($268k) Net assets 115 ($20k)2024 Revenue 227 ($228k) Expenses 212 ($235k) Net assets 149 ($26k)
'17'18'19'20'21'22'23'24
Revenue (227)Expenses (212)Net assets (149)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $45k to $21k (−52%).

$17k
$24k
$32k
$40k
$45k
$21k
$15k
$24k
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 7%. Grants only. Government contracts and fees sit inside program revenue.

0% of HEART IN BALANCE’s revenue is contributions — more earned-revenue than three-quarters of its peers (91% for the typical peer).

This organization
Typical peer · 23,870 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.

−$11k
’17
$2k
’18
$10k
’19
−$14k
’20
$27k
’21
−$27k
’22
−$887
’23
−$7k
’24
1.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

201920202021202220232024
Listed122111
Joined······
No longer listed······
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 1 funder, grant income rose $5 → $33.

Funder
'20
'21
'22
'23
total
funders
1
1
1
1

1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HEART IN BALANCE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of HEART IN BALANCE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $61 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

HEART IN BALANCE has grown faster than half of the 21,616 human services nonprofits its size.

Operating margin−3% · below the median
Months of reserve1.2mo · bottom quartile
Revenue growth (annualized)12% · above the median

this organization peer median middle 50% of peers· 21,616 human services nonprofits $100k–$1M, FY2024

Organizations like HEART IN BALANCE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

100% of spending goes to programs.

Program 100%Management 0%Fundraising 0%

Governance

1
board members
0%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

0%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for HEART IN BALANCE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HEART IN BALANCE?
HEART IN BALANCE (California) receives grants from 1 organization whose IRS filings report $61 to it, the largest being AMAZONSMILE FOUNDATION ($61). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does HEART IN BALANCE have?
IRS filings report 1 organization giving $61 in grants to HEART IN BALANCE, 1 of which have funded it in more than one year.
Who is the largest funder of HEART IN BALANCE?
AMAZONSMILE FOUNDATION is the largest funder on record, with $61 in grants. The full list of funders is on this page.
How can an organization like HEART IN BALANCE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Heart in Balance →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing