Mission
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.
Public Charity
CONSUMER CREDIT COUNSELING SERVICE OF SAN FRANCISCO DBA BALANCE
CONSUMER CREDIT COUNSELING SERVICE OF SAN FRANCISCO DBA BALANCE is a Public Charity headquartered in CONCORD, CA. Financial data from the 2024 filing: $20.6M revenue, $21.6M expenses, $12.9M total assets. 8 publicly reported grants to this organization, totaling roughly $3.1M, appear in IRS filings.
EIN: 941688163
CONCORD, CA
Financial Counseling
NTEE: P51
Latest filing: 2024
Total Revenue$20.6M
Total Expenses$21.6M
Total Assets$12.9M
Grant Records8
Funding Total$3.1M
Filing Years2019–2024
Where $100 goes at Consumer Credit Counseling Service of San Francisco DBA Balance
How Consumer Credit Counseling Service of San Francisco DBA Balance divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$84
Programs
the work itself
$16
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $84 for programs
$64
Balance is a hud approved national housing counseling intermediary by the us department of housing and urban development
$15
Balance provides 1:1 financial coaching to partner referrals including credit union, banks, employers and eaps
$5
Smart money coaching in partnership with the san francisco office of financial empowerment, we strengthen the economic security and mobility of low income san franciscans through coaching to…
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$30,552
Community Giving/ Sponsorships
$13,608
GENERAL SUPPORT
$111,630
GENERAL SUPPORT
$1,527,342
GENERAL SUPPORT
$1,219,578
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
COO
Cynthia Campbell
CIO
Darrell Christoff
Director
Darren Albert
President & CEO
Enrique C Delgadillo
Treasurer
James Hoffman
VP OF MARKETING
Jeannine Daly
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $20.6M | $21.6M | $12.9M |
| 2023 | $20.9M | $19.2M | $14.8M |
| 2022 | $22.6M | $20.7M | $15.0M |
| 2020 | $9.8M | $12.0M | $9.4M |
| 2019 | $8.8M | $9.9M | $8.9M |
Between 2019 and 2024, reported annual revenue grew from $8.8M to $20.6M (+133%), with total assets most recently reported at $12.9M.
Interactive year-over-year charts and full filing details available with membership.