Civic Intelligence

Balanced Life Inc

990EZ • Fiscal year 2014 • EIN 20-0370339

Jul 01, 2013 to Jun 30, 2014 • Filed on May 09, 2015

Organization Profilewww.balancedlifeinc.com
1515 Mockingbird Lane28209

(704) 214-2154

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Source year 2014

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$61,250

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 77.7% of source-year revenue.

2014 filings • NTEE P • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

65%

Faster asset growth than 85% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

3.4%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$13,328

Up $5,254 (+65%) from 2013

Net Assets

Up

$13,280

Up $5,626 (+74%) from 2013

Liabilities

Down

$48

Down $372 (-89%) from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin59th percentile

Revenue

Up

$78,817

Up $2,590 (+3.4%) from 2013

Expenses

Down

$73,191

Down $6,050 (-7.6%) from 2013

Net Income

Up

$5,626

Up $8,640 (+287%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2014

Assets$13,328
Liabilities$48
Net Assets$13,280
Open 2014 Filing

Operations Trend

Revenue Growth53rd 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

2014

Revenue$78,817
Expenses$73,191
Net Income$5,626
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 9, 2015
Return Version
2013v4.0
Gross Receipts
$78,817
Mission and Program Overview

Mission

To provide pastoral counseling ministry

Program Services

DescriptionGrantsExpenses
Provided pastoral counseling to approximately 1000 clients to help them balance spiritual, emotional and physical life. Approximately 10% of the clients were offered counseling at significantly discounted rates.-$56,191
SPEAKING ENGAGEMENTS AT CHURCHES AND OTHER ORGANIZATIONS TO EDUCATE THE COMMUNITY ON CHRISTIAN BASED COUNSELING.-$1,000
Provided 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.-$1,000
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND L GRUBBSPres/TreasFT$55,000$6,250$61,250
REV LIONEL MORGANVP-$0--
DEBRA GRUBBSSecretary-$0--
REV GEORGE E SHERMANDirector-$0--
Filing and Contact Details

Filer

EIN
20-0370339
Phone
7042142154

Signing Officer

Name
Ray Grubbs
Title
President
Phone
7042142154
Signed
2015-05-09

Preparer

Preparer
Genia C Harmon
Phone
7048756399
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Miscellaneous 550. Office supplies 1516. Professional fees & licenses 1383. Subscription fees 48. Telephone 259. Meals 18. Insurance 455.”

Form 990EZ, Part II, Line 26

“Credit card payable 420. 48.”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RAYMOND GRUBBS
IRS990EZ/BooksInCareOfDetail/PhoneNum07048251932
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10305 Fallingbrook Dr
IRS990EZ/BooksInCareOfDetail/USAddress/City0Belmont
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08074
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013328
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05626
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08074
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013328
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078817
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013280
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013280
IRS990EZ/OccupancyRentUtltsAndMaintAmt07212
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt055000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt06250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAYMOND L GRUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REV LIONEL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBRA GRUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REV GEORGE E SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide pastoral counseling ministry
IRS990EZ/ProgramServiceRevenueAmt078817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided pastoral counseling to approximately 1000 clients to help them balance spiritual, emotional and physical life. Approximately 10% of the clients were offered counseling at significantly discounted rates.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPEAKING ENGAGEMENTS AT CHURCHES AND OTHER ORGANIZATIONS TO EDUCATE THE COMMUNITY ON CHRISTIAN BASED COUNSELING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt061250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0420
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt048
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073191
IRS990EZ/TotalProgramServiceExpensesAmt058191
IRS990EZ/TotalRevenueAmt078817
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.balancedlifeinc.com
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0361585
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0361585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064102
IRS990ScheduleA/Total509Grp/TotalAmt0361585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0361585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 550. OFFICE SUPPLIES 1516. PROFESSIONAL FEES & LICENSES 1383. SUBSCRIPTION FEES 48. TELEPHONE 259. MEALS 18. INSURANCE 455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD PAYABLE 420. 48.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY GRUBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042142154
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Balanced Life Inc
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0200370339
ReturnHeader/Filer/PhoneNum07042142154
ReturnHeader/Filer/USAddress/AddressLine101515 Mockingbird Lane
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVID M ROBINSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014702 STATESVILLE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0280787920
ReturnHeader/PreparerPersonGrp/PhoneNum07048756399
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENIA C HARMON
ReturnHeader/ReturnTs02015-05-11T06:18:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,328
Liabilities
$48
Net assets
$13,280
Revenue
$78,817
Expenses
$73,191
Net income
$5,626
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