Civic Intelligence

Balanced Life Inc

990EZ • Fiscal year 2013 • EIN 20-0370339

Jul 01, 2012 to Jun 30, 2013 • Filed on May 13, 2014

Organization ProfileWWW.BALANCEDLIFEINC.COM
1515 Mockingbird Lane28209
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.05x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Net Margin

31st percentile

-4.0%

Higher net margin than 31% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-1.3%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$8,074

Down $2,619 (-24%) from 2012

Net Assets

Down

$7,654

Down $3,014 (-28%) from 2012

Liabilities

Up

$420

Up $395 (+1580%) from 2012

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin31st percentile

Revenue

Down

$76,227

Down $998 (-1.3%) from 2012

Expenses

Up

$79,241

Up $2,970 (+3.9%) from 2012

Net Income

Down

-$3,014

Down $3,968 (-416%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2011: $9,714Liabilities 2011: $02011Assets 2012: $10,693Liabilities 2012: $25Net Assets 2012: $10,6682012Assets 2013: $8,074Liabilities 2013: $420Net Assets 2013: $7,6542013Assets 2014: $13,328Liabilities 2014: $48Net Assets 2014: $13,2802014Assets 2015: $9,927Liabilities 2015: $48Net Assets 2015: $9,8792015Assets 2016: $12,860Liabilities 2016: $12Net Assets 2016: $12,8482016Assets 2017: $8,292Liabilities 2017: $35Net Assets 2017: $8,2572017Assets 2018: $14,087Net Assets 2018: $14,0872018Assets 2019: $18,520Net Assets 2019: $18,5202019Assets 2020: $13,559Net Assets 2020: $13,5592020Assets 2021: $13,101Liabilities 2021: $1,142Net Assets 2021: $11,9592021

Highlighted filing

2013

Assets$8,074
Liabilities$420
Net Assets$7,654
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $65,214Expenses 2011: $62,573Net Income 2011: $2,6412011Revenue 2012: $77,225Expenses 2012: $76,271Net Income 2012: $9542012Revenue 2013: $76,227Expenses 2013: $79,241Net Income 2013: -$3,0142013Revenue 2014: $78,817Expenses 2014: $73,191Net Income 2014: $5,6262014Revenue 2015: $73,285Expenses 2015: $76,686Net Income 2015: -$3,4012015Revenue 2016: $79,967Expenses 2016: $76,998Net Income 2016: $2,9692016Revenue 2017: $79,774Expenses 2017: $84,365Net Income 2017: -$4,5912017Revenue 2018: $98,862Expenses 2018: $93,032Net Income 2018: $5,8302018Revenue 2019: $80,568Expenses 2019: $76,135Net Income 2019: $4,4332019Revenue 2020: $62,950Expenses 2020: $67,911Net Income 2020: -$4,9612020Revenue 2021: $28,327Expenses 2021: $29,927Net Income 2021: -$1,6002021

Highlighted filing

2013

Revenue$76,227
Expenses$79,241
Net Income-$3,014
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

To provide pastoral counseling ministry

Filing and Contact Details

Filer

EIN
20-0370339
Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY010693
IRS990EZ/CashSavingsAndInvestments/EOY08074
IRS990EZ/ContributionsGiftsGrantsEtc00
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-3014
IRS990EZ/FeesAndOthPymtToIndContractors0500
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts076227
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY010668
IRS990EZ/NetAssetsOrFundBalancesBOY010668
IRS990EZ/NetAssetsOrFundBalances/EOY07654
IRS990EZ/NetAssetsOrFundBalancesEOY07654
IRS990EZ/OccupancyRentUtilitiesAndMaint07200
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition040.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation060000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc08625
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0RAYMOND L GRUBBS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1REV LIONEL MORGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DEBRA GRUBBS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3REV GEORGE E SHERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Pres/Treas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal02916
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To provide pastoral counseling ministry
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Provided pastoral counseling to approximately 1000 clients to help them balance spiritual, emotional and physical life. Approximately 20% of the clients were offered counseling at significantly discounted rates.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SPEAKING ENGAGEMENTS AT CHURCHES AND OTHER ORGANIZATIONS TO EDUCATE THE COMMUNITY ON CHRISTIAN BASED COUNSELING.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Provided consulting on a regular basis with local pastors regarding their church members. Personal counseling was also provided to many of the pastors and their family members.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses077241
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21000
IRS990EZ/ProgramServiceRevenue076227
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits068625
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY025
IRS990EZ/SumOfTotalLiabilities/EOY0420
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10305 FALLINGBROOK DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BELMONT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028012
IRS990EZ/TheBooksAreInCareOf/NamePerson0RAYMOND GRUBBS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07048251932
IRS990EZ/TotalAssets/BOY010693
IRS990EZ/TotalAssets/EOY08074
IRS990EZ/TotalExpenses079241
IRS990EZ/TotalProgramServiceExpenses079241
IRS990EZ/TotalRevenue076227
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.balancedlifeinc.com
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear076227
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year077225
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years065214
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years064102
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years054840
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0337608
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090337608
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear076227
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year077225
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years065214
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years064102
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years054840
IRS990ScheduleA/Total509/Total0337608
IRS990ScheduleA/TotalSupportTotal/Total0337608
IRS990ScheduleO/GeneralExplanation/Explanation0BANK CHARGES 78. MISCELLANEOUS 588. OFFICE SUPPLIES 924. PROFESSIONAL FEES & LICENSES 1326. SOFTWARE/MAINTENANCE UPGRADES SUBSCRIPTION FEES TELEPHONE CLINICAL INVENTORIES BANKING ERROR MEALS POSTAGE
IRS990ScheduleO/GeneralExplanation/Explanation1CREDIT CARD PAYABLE 25. 420.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0200370339
ReturnHeader/Filer/Name/BusinessNameLine10BALANCED LIFE INC
ReturnHeader/Filer/NameControl0BALA
ReturnHeader/Filer/Phone07042142154
ReturnHeader/Filer/USAddress/AddressLine101515 MOCKINGBIRD LANE
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028209
ReturnHeader/Officer/DateSigned02014-05-13
ReturnHeader/Officer/Name0RAY GRUBBS
ReturnHeader/Officer/Phone07042142154
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02014-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAVID M ROBINSON PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014702 STATESVILLE ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HUNTERSVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028078
ReturnHeader/Preparer/Name0GENIA C HARMON
ReturnHeader/Preparer/Phone07048756399
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-14T08:29:52-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,074
Liabilities
$420
Net assets
$7,654
Revenue
$76,227
Expenses
$79,241
Net income
-$3,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$13.1$1.14$12.0$28.3$29.9$1.60
2020Detailed filing. Detailed filing data is available for this year.$13.6$13.6$63.0$67.9$4.96
2019Detailed filing. Detailed filing data is available for this year.$18.5$18.5$80.6$76.1$4.43
2018Detailed filing. Detailed filing data is available for this year.$14.1$14.1$98.9$93.0$5.83
2017Detailed filing. Detailed filing data is available for this year.$8.29$0.04$8.26$79.8$84.4$4.59
2016Detailed filing. Detailed filing data is available for this year.$12.9$0.01$12.8$80.0$77.0$2.97
2015Detailed filing. Detailed filing data is available for this year.$9.93$0.05$9.88$73.3$76.7$3.40
2014Detailed filing. Detailed filing data is available for this year.$13.3$0.05$13.3$78.8$73.2$5.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.42$7.65$76.2$79.2$3.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.03$10.7$77.2$76.3$0.95
2011Summary only. Only limited summary data is available for this year.$9.71$0.00$65.2$62.6$2.64