Heart in Balance

What it reported doing in 2024

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.

Financial Efficiency

• Mission deployment rate: 100%; rating input score 100
• Program expense ratio: 100%; rating input score 100
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Limited
• Related-party transparency: Limited

Accountability

• Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
• Governance controls: 0 of 8 controls in place; rating input score 0
  • Conflict-of-interest policy: Fail
  • Whistleblower policy: Fail
  • Document-retention policy: Fail
  • CEO compensation review process: NotApplicable
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Fail
  • Audit committee oversight: Missing
  • Independent financial-statement audit: Fail

Sustainability

• Operating margin: -3%; rating input score 32; 32nd percentile among comparable filings
• Total-asset coverage ratio: 0.1; rating input score 7; 7th percentile among comparable filings
• Liabilities to assets ratio: Limited
• Officer compensation ratio: 10.7%; rating input score 28; 28th percentile among comparable filings

Growth

• Program expense growth: -0.9% per year; rating input score 0; 27th percentile among comparable filings
• Revenue growth: 8.8% per year; rating input score 100; 68th percentile among comparable filings
• Asset growth: 5.5% per year; rating input score 100; 49th percentile among comparable filings