Civic Intelligence

Balanced Life Inc

990EZ • Fiscal year 2017 • EIN 20-0370339

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

Organization Profilewww.balancedlifeinc.com
27 E Catawba StBelmont, NC 28012

(704) 214-2156

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • NTEE P • <$500k nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.00x

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

2017 filings • NTEE P • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-5.8%

Higher net margin than 27% of similar nonprofits.

2017 filings • NTEE P • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$55,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 68.9% of source-year revenue.

2017 filings • NTEE P • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2017 filings • NTEE P • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-0.2%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • NTEE P • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$8,292

Down $4,568 (-36%) from 2016

Net Assets

Down

$8,257

Down $4,591 (-36%) from 2016

Liabilities

Up

$35

Up $23 (+192%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin27th percentile

Revenue

Down

$79,774

Down $193 (-0.2%) from 2016

Expenses

Up

$84,365

Up $7,367 (+9.6%) from 2016

Net Income

Down

-$4,591

Down $7,560 (-255%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$8,292
Liabilities$35
Net Assets$8,257
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$79,774
Expenses$84,365
Net Income-$4,591
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$79,774
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.-$84,365
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 Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND L GRUBBSPresident/TreasurerFT$50,000$5,000$55,000
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
7042142156
Address
27 E Catawba St, Belmont, NC 28012

Signing Officer

Name
Raymond L Grubbs
Title
President
Phone
7042142156
Signed
2017-11-08

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 213.”

Form 990EZ, Part I, Line 16

“Office supplies 1801.”

Form 990EZ, Part I, Line 16

“Professional fees & licenses 421.”

Form 990EZ, Part I, Line 16

“Subscription fees 100.”

Form 990EZ, Part I, Line 16

“Business dinner 166.”

Form 990EZ, Part I, Line 16

“Insurance 475.”

Form 990EZ, Part I, Line 16

“Equipment 86.”

Form 990EZ, Part I, Line 16

“Client refunds 120.”

Form 990EZ, Part I, Line 16

“Extermination 80.”

Form 990EZ, Part I, Line 16

“Other fees 12.”

Form 990EZ, Part I, Line 16

“Repairs 1223.”

Form 990EZ, Part I, Line 16

“Website 1800.”

Form 990EZ, Part II, Line 26

“Credit card payable 12.”

Raw XML Appendix170 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/PhoneNum07042142156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027 E Catawba St Unit C
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belmont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012860
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08292
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4591
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012860
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08292
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079774
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08257
IRS990EZ/OccupancyRentUtltsAndMaintAmt012270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt050000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt05000
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/OtherExpensesTotalAmt06497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide pastoral counseling ministry
IRS990EZ/ProgramServiceRevenueAmt079774
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/ProgramServiceExpensesAmt084365
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt065098
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084365
IRS990EZ/TotalProgramServiceExpensesAmt084365
IRS990EZ/TotalRevenueAmt079774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.balancedlifeinc.com
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0388070
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0388070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076227
IRS990ScheduleA/Total509Grp/TotalAmt0388070
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0388070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous 213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office supplies 1801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional fees & licenses 421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Subscription fees 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Business dinner 166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equipment 86.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Client refunds 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Extermination 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other fees 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Repairs 1223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Website 1800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit card payable 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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND L GRUBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042142156
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Balanced Life Inc
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0200370339
ReturnHeader/Filer/PhoneNum07042142156
ReturnHeader/Filer/USAddress/AddressLine1Txt027 E Catawba St
ReturnHeader/Filer/USAddress/CityNm0Belmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE18637D08F5311254A42021F7F05A27788FDAB1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE18637D08F5311254A42021F7F05A27788FDAB1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02018-01-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:48:39
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/PreparationDt02018-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02018-01-18T12:48:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,292
Liabilities
$35
Net assets
$8,257
Revenue
$79,774
Expenses
$84,365
Net income
-$4,591
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