Life Balance Institute
- Assets
- $1.3m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 3
- Location
- Tiburon, CA
- Founding
- 03/1998
- Data as of
- 12/2021
- EIN
- 68-0397298
Organization Overview
Life Balance Institute is located in Tiburon, CA. The organization was established in 1998. According to its NTEE Classification (X99) the organization is classified as: Religion-Related N.E.C., under the broad grouping of Religion-Related and related organizations. As of 12/2021, Life Balance Institute employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Life Balance Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Life Balance Institute generated $1.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 23.6% each year . All expenses for the organization totaled $401.1k during the year ending 12/2021. While expenses have increased by 6.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE LIFE BALANCE INSTITUTE IS A TRAINING ORGANIZATION DEDICATED TO HELPING INDIVIDUALS FIND MORE BALANCE, FREEDOM, AND MEANING IN THEIR LIVES. TRAINING IS PROVIDED THROUGH TWO PROGRAMS. THE SEMINAR PROGRAM OFFERS CLASSES, RETREATS AND WORKSHOPS FOR GROUPS AND THE PRIVATE PROGRAM PROVIDES INDIVIDUAL COUNSELING. THE PROFESSIONAL TRAINING PROGRAM EQUIPS INDIVIDUALS WITH THE SKILLS NEEDED TO OFFER COUNSELING TO HELP OTHERS IN LIFE BALANCE CONCEPTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE INSTITUTE'S PRIMARY FUNCTION IS TO PROVIDE TRAINING DEDICATED TO HELPING INDIVIDUALS AND EXECUTIVES THROUGH GROUP MEETINGS EITHER SPONSORED SOLELY BY THE INSTITUTE OR OTHER NON-PROFIT ORGANIZATIONS. FOR THE TAX YEAR, 87 DAYS OF TRAINING (IN-PERSON AND ON-LINE) WERE HELD WITH A TOTAL ESTIMATED 1,484 SEPARATE CLASS ATTENDANCES. THESE MEETINGS IN THE FORM OF CLASSES RANGED FROM 4 PERSONS TO OVER 194 IN SIZE. THEY WERE HELD IN THE SAN FRANCISCO AREA, SEATTLE, THROUGHOUT CALIFORNIA AND OTHER LOCATIONS. THE ONE AND MULTIPLE DAY CLASSES, RETREATS AND WORKSHOPS ARE CENTERED ON TEACHING PEOPLE ABOUT SKILLFUL LIVING, MANAGING LIFE CHANGES AND TRANSITIONS AND SUSTAINABLE LEADERSHIP. THESE TEACHINGS INCLUDE MEDIATION, YOGA, MINDFULNESS, STRESS RELIEF AND RELATED SKILLS AND ACTIVITIES. TOTAL REVENUE CONSISTS OF DIRECT CONTRIBUTIONS TO LBI AND CONTRIBUTIONS WHERE APPLICABLE FROM THE SPONSORING NON-PROFIT ORGANIZATION. MANY OF THE SPONSORING ORGANIZATIONS PROVIDE FOR THE TRAVEL EXPENSES OF THE LBI SPEAKER. THE TOTAL REVENUE FOR THE YEAR WAS $106,170 AND GENERALLY ALL PROGRAM SERVICE EXPENSES OF $343,006 ARE ALLOCABLE. NO ALLOCATION HAS BEEN MADE OF THE MANAGEMENT AND GENERAL CATEGORIES AS ATTRIBUTABLE TO THIS FUNCTION HOWEVER IT IS THE PRIMARY ACTIVITY OF THE INSTITUTE.
COUNSELING ACTIVITIES ARE GENERALLY CONDUCTED WITH INDIVIDUAL PERSONS WHO NEED HELP WITH VARIOUS LIFE ISSUES INCLUDING MAJOR CAREER OR POSITION CHANGES, FAMILY RELATIONSHIPS, STRESS ISSUES, AND ACHIEVING A MORE BALANCED LIFE BETWEEN WORK AND FAMILY. DURING THE TAX YEAR AN ESTIMATED 18 PERSONS ATTENDED COUNSELING SESSIONS AND CONTRIBUTED $154,856 FOR THE PERIOD. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY.
LIFE BALANCE PROFESSIONAL TRAINING PROGRAM IS A CERTIFICATION PROGRAM THAT EQUIPS INDIVIDUALS WITH THE SKILLS NEEDED TO OFFER COUNSELING TO PERSONS WHO NEED HELP WITH VARIOUS LIFE CHANGES AND TRANSITIONS. DURING THE YEAR, 18 INDIVIDUALS PARTICIPATED IN THE TRAINING PROGRAM AND PAID $42,732 IN TUITION. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jennifer Ward Managing Director | Trustee | 35 | $120,950 |
Phillip W Moffitt President (part-Time) | OfficerTrustee | 35 | $24,000 |
Julie Rogers Director/treasurer | OfficerTrustee | 0 | $0 |
See Note Re Secretarial Services Reimbursed Expenses | Trustee | 0 | -$25,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $543,598 |
| Noncash contributions included in lines 1a–1f | $535,778 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $543,598 |
| Total Program Service Revenue | $303,759 |
| Investment income | $319,140 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $63,022 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,229,519 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,556 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $198,758 |
| Compensation of current officers, directors, key employees. | $24,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $35,144 |
| Payroll taxes | $35,624 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $19,148 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $4,901 |
| Advertising and promotion | $5,259 |
| Office expenses | $18,890 |
| Information technology | $19,287 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $10,145 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,710 |
| Insurance | $2,754 |
| All other expenses | $8,548 |
| Total functional expenses | $401,086 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $111,356 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,166,295 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,277,651 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $11,434 |
| Total liabilities | $11,434 |
| Net assets without donor restrictions | $1,266,217 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,277,651 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Life Balance Institute has recieved totaling $6,400.
| Awarding Organization | Amount |
|---|---|
Vanguard Charitable Endowment Program Southeastern, PA PURPOSE: FOR RECIPIENT'S EXEMPT PURPOSE | $6,400 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
T E R I Inc Oceanside, CA | $30,038,706 | $24,071,259 |
Bibleproject Portland, OR | $22,318,162 | $14,590,233 |
New Life Worship Ministries Inc Scottsdale, AZ | $1,015,217 | $4,541,172 |
Catholic Charities Of The Diocese Of Oakland Oakland, CA | $39,560,106 | $13,377,446 |
Canal Alliance San Rafael, CA | $13,209,485 | $13,069,505 |
Alliance For Housing And Healing Los Angeles, CA | $3,099,540 | $10,429,736 |
Fred Maytag Family Foundation San Francisco, CA | $67,782,266 | $1,530,855 |
Voice Of Prophecy Riverside, CA | $11,402,103 | $7,152,408 |
Science And Nonduality Sebastopol, CA | $5,779,504 | $9,674,990 |
College Golf Fellowship Roseville, CA | $4,740,992 | $5,717,609 |
Associated Builders & Contractors Of Southern California Anaheim, CA | $3,214,682 | $4,513,844 |
Domestic Violence Action Center Honolulu, HI | $7,468,123 | $5,543,164 |