Civic Intelligence

Balanced Life Inc

990EZ • Fiscal year 2016 • EIN 20-0370339

Jul 01, 2015 to Jun 30, 2016 • Filed on May 08, 2017

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

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.00x

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

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$40,001

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 50.0% of source-year revenue.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

30%

Faster asset growth than 75% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

9.1%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$12,860

Up $2,933 (+30%) from 2015

Net Assets

Up

$12,848

Up $2,969 (+30%) from 2015

Liabilities

Down

$12

Down $36 (-75%) from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin50th percentile

Revenue

Up

$79,967

Up $6,682 (+9.1%) from 2015

Expenses

Up

$76,998

Up $312 (+0.4%) from 2015

Net Income

Up

$2,969

Up $6,370 (+187%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2016

Assets$12,860
Liabilities$12
Net Assets$12,848
Open 2016 Filing

Operations Trend

Revenue Growth62nd 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

2016

Revenue$79,967
Expenses$76,998
Net Income$2,969
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$79,967
Mission and Program Overview

Mission

To provide pastoral counseling ministry

Program Services

DescriptionGrantsExpenses
Provided pastoral counseling to approximately 1,000 clients to help them balance spiritual, emotional and physical life. Approximately 15% of the clients were offered counseling at significantly discounted rates.-$79,967
SPEAKING ENGAGEMENTS AT CHURCHES AND OTHER ORGANIZATIONS TO EDUCATE THE COMMUNITY ON CHRISTIAN BASED COUNSELING.--
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.--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND L GRUBBSPresident/TreasurerFT$40,001-$40,001
REV LIONEL MORGANVice President-$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
Raymond L Grubbs
Title
Treasurer
Phone
7042142154
Signed
2017-05-08

Preparer

Firm
Davies Goldstein & Associates CPA's PLLC
Address
PO Box 156, Matthews, NC 28106
Preparer
Jeffrey Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Miscellaneous 197.”

Form 990EZ, Part I, Line 16

“Office supplies 399.”

Form 990EZ, Part I, Line 16

“Professional fees & licenses 687.”

Form 990EZ, Part I, Line 16

“Subscription fees 100.”

Form 990EZ, Part I, Line 16

“Utilities 100.”

Form 990EZ, Part I, Line 16

“Insurance 455.”

Form 990EZ, Part I, Line 16

“Equipment 2284.”

Form 990EZ, Part II, Line 26

“Credit card payable 48. 12.”

Raw XML Appendix151 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/BOYAmt09927
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02969
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0234
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09927
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012860
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079967
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09879
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09879
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012848
IRS990EZ/OccupancyRentUtltsAndMaintAmt07344
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt040001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAYMOND L GRUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REV LIONEL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBRA GRUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REV GEORGE E SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide pastoral counseling ministry
IRS990EZ/ProgramServiceRevenueAmt079967
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided pastoral counseling to approximately 1,000 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/ProgramServiceExpensesAmt079967
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt065198
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt048
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076998
IRS990EZ/TotalProgramServiceExpensesAmt079967
IRS990EZ/TotalRevenueAmt079967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.balancedlifeinc.com
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0385521
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0385521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077225
IRS990ScheduleA/Total509Grp/TotalAmt0385521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0385521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous 197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office supplies 399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional fees & licenses 687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Subscription fees 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equipment 2284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit card payable 48. 12.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND L GRUBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042142154
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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/BusinessNameLine1Txt0Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02017-05-15T09:57:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,860
Liabilities
$12
Net assets
$12,848
Revenue
$79,967
Expenses
$76,998
Net income
$2,969
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