Shared Heart Foundation
Nonprofit profile at a glance
- EIN
- 770217089
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Aptos, CA, USA
- Phone
- 8318185106
- Rating confidence
- Limited
- Sector
- Family Counseling
Reported finances
- Revenue
- $8,948
- Expenses
- $11,058
- Assets
- $16,969
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- BARRY VISSELL MD (PRESIDENT)
People named in this filing
- BARRY VISSELL MD (PRESIDENT)
- JOYCE VISSELL RN MS (SECRETARY)
- STEVE SOSKIN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Self help relationship workshops
What it reported doing in 2025
Relationship workshops focusing on the interactions of couples and families
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 41
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -23.6%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 1.53; rating input score 59; 59th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -11.7% per year; rating input score 0; 26th percentile among comparable filings
- Revenue growth: -11.2% per year; rating input score 0; 23rd percentile among comparable filings
- Asset growth: 0.9% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 20/100.
- Review — Sustainability: Total-asset coverage ratio scored 59/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.