Civic Intelligence

Balanced Life Inc

990EZ • Fiscal year 2015 • EIN 20-0370339

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 29, 2016

Organization Profilewww.balancedlifeinc.com
1515 Mockingbird LaneCharlotte, NC 28209

(704) 214-2154

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.00x

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

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$63,750

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 87.0% of source-year revenue.

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-7.0%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$9,927

Down $3,401 (-26%) from 2014

Net Assets

Down

$9,879

Down $3,401 (-26%) from 2014

Liabilities

Flat

$48

Flat from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin29th percentile

Revenue

Down

$73,285

Down $5,532 (-7.0%) from 2014

Expenses

Up

$76,686

Up $3,495 (+4.8%) from 2014

Net Income

Down

-$3,401

Down $9,027 (-160%) from 2014

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

2015

Assets$9,927
Liabilities$48
Net Assets$9,879
Open 2015 Filing

Operations Trend

Revenue Growth34th 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

2015

Revenue$73,285
Expenses$76,686
Net Income-$3,401
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 29, 2016
Return Version
2014v6.0
Gross Receipts
$73,285
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 15% of the clients were offered counseling at significantly discounted rates.-$59,349
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 Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND L GRUBBSPres/TreasFT$55,000$8,750$63,750
REV LIONEL MORGANVP-$0--
DEBRA GRUBBSSecretary-$0--
REV GEORGE E SHERMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Balanced Life Inc
EIN
20-0370339
Phone
7042142154
Address
1515 Mockingbird Lane, Charlotte, NC 28209

Signing Officer

Name
Ray Grubbs
Title
President
Phone
7042142154
Signed
2016-01-29

Preparer

Firm
Brumley Robinson & Associates CPA's PLLC
Address
14702 STATESVILLE RD, HUNTERSVILLE, NC 28078-7920
Preparer
Genia C Harmon
Phone
7048756399
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Miscellaneous 70. Office supplies 2810. Professional fees & licenses 892. Subscription fees 229. Bank charges 12. Insurance 455.”

Form 990EZ, Part II, Line 26

“Credit card payable 48. 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/AddressLine1Txt0305 Fallingbrook Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belmont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013328
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3401
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013328
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09927
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073285
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013280
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013280
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09879
IRS990EZ/OccupancyRentUtltsAndMaintAmt07968
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/EmployeeBenefitProgramAmt08750
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/OtherExpensesTotalAmt04468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide pastoral counseling ministry
IRS990EZ/ProgramServiceRevenueAmt073285
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided pastoral counseling to approximately 1000 clients to help them balance spiritual, emotional and physical life. Approximately 15% 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/ProgramServiceExpensesAmt059349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt063750
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt048
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt048
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076686
IRS990EZ/TotalProgramServiceExpensesAmt061349
IRS990EZ/TotalRevenueAmt073285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.balancedlifeinc.com
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt076227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0370768
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0370768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065214
IRS990ScheduleA/Total509Grp/TotalAmt0370768
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 70. OFFICE SUPPLIES 2810. PROFESSIONAL FEES & LICENSES 892. SUBSCRIPTION FEES 229. BANK CHARGES 12. INSURANCE 455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD PAYABLE 48. 48.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY GRUBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042142154
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Balanced Life Inc
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0200370339
ReturnHeader/Filer/PhoneNum07042142154
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 Mockingbird Lane
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brumley Robinson & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014702 STATESVILLE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280787920
ReturnHeader/PreparerPersonGrp/PhoneNum07048756399
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENIA C HARMON
ReturnHeader/ReturnTs02016-02-04T07:53:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,927
Liabilities
$48
Net assets
$9,879
Revenue
$73,285
Expenses
$76,686
Net income
-$3,401
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