Civic Intelligence

Life Balance Institute

EIN 68-0397298 • 501(c)3 • Tiburon, CA

Profile

The life balance institute is a non-profit training organization dedicated to helping individuals find more balance, freedom, and meaning in their lives. The life balance institute offers training in skillful living, changes and transitions, and sustainable leadership.

PO Box 725Tiburon, CA 94920

www.lifebalance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.01x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-7.4%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

4.7%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$960,605

Down $77,030 (-7.4%) from 2023

Liabilities

Down

$4,268

Down $2,226 (-34%) from 2023

Net Assets

Down

$956,337

Down $74,804 (-7.3%) from 2023

Revenue

Up

$326,590

Up $14,611 (+4.7%) from 2023

Expenses

Down

$407,236

Down $114,863 (-22%) from 2023

Net Income

Up

-$80,646

Up $129,474 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $540,574Liabilities 2011: $0Net Assets 2011: $540,5742011Assets 2012: $488,682Liabilities 2012: $0Net Assets 2012: $488,6822012Assets 2013: $548,427Liabilities 2013: $0Net Assets 2013: $548,4272013Assets 2014: $525,430Liabilities 2014: $164Net Assets 2014: $525,2662014Assets 2015: $473,140Liabilities 2015: $3,475Net Assets 2015: $469,6652015Assets 2016: $485,400Liabilities 2016: $7,206Net Assets 2016: $478,1942016Assets 2017: $498,468Liabilities 2017: $7,315Net Assets 2017: $491,1532017Assets 2018: $653,495Liabilities 2018: $10,080Net Assets 2018: $643,4152018Assets 2019: $778,437Liabilities 2019: $23,137Net Assets 2019: $755,3002019Assets 2020: $906,859Liabilities 2020: $52,545Net Assets 2020: $854,3142020Assets 2021: $1,277,651Liabilities 2021: $11,434Net Assets 2021: $1,266,2172021Assets 2022: $1,107,517Liabilities 2022: $20,318Net Assets 2022: $1,087,1992022Assets 2023: $1,037,635Liabilities 2023: $6,494Net Assets 2023: $1,031,1412023Assets 2024: $960,605Liabilities 2024: $4,268Net Assets 2024: $956,3372024

Highlighted filing

2024

Assets$960,605
Liabilities$4,268
Net Assets$956,337

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $414,483Expenses 2011: $249,863Net Income 2011: $164,6202011Revenue 2012: $195,543Expenses 2012: $289,784Net Income 2012: -$94,2412012Revenue 2013: $238,677Expenses 2013: $239,951Net Income 2013: -$1,2742013Revenue 2014: $252,977Expenses 2014: $221,853Net Income 2014: $31,1242014Revenue 2015: $151,898Expenses 2015: $183,812Net Income 2015: -$31,9142015Revenue 2016: $279,687Expenses 2016: $256,836Net Income 2016: $22,8512016Revenue 2017: $277,981Expenses 2017: $331,897Net Income 2017: -$53,9162017Revenue 2018: $531,747Expenses 2018: $303,974Net Income 2018: $227,7732018Revenue 2019: $332,657Expenses 2019: $332,510Net Income 2019: $1472019Revenue 2020: $459,548Expenses 2020: $360,905Net Income 2020: $98,6432020Revenue 2021: $1,229,519Expenses 2021: $401,086Net Income 2021: $828,4332021Revenue 2022: $429,674Expenses 2022: $430,021Net Income 2022: -$3472022Revenue 2023: $311,979Expenses 2023: $522,099Net Income 2023: -$210,1202023Revenue 2024: $326,590Expenses 2024: $407,236Net Income 2024: -$80,6462024

Highlighted filing

2024

Revenue$326,590
Expenses$407,236
Net Income-$80,646

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.33$0.41$0.08
2023Summary only. Only limited summary data is available for this year.$1.04$0.01$1.03$0.31$0.52$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.02$1.09$0.43$0.43$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.01$1.27$1.23$0.40$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.05$0.85$0.46$0.36$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.02$0.76$0.33$0.33$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.53$0.30$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.01$0.49$0.28$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.28$0.26$0.02
2015Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.15$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.25$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.24$0.24$0.00
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.20$0.29$0.09
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.41$0.25$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$528,632
Mission and Program Overview

Mission

The life balance institute is a non-profit training organization dedicated to helping individuals find more balance, freedom, and meaning in their lives. The life balance institute offers training in skillful living, changes and transitions, and sustainable leadership.

The life balance institute is a training organization dedicated to helping individuals find more balance, freedom, and meaning in their lives. Training is provided through two programs. The seminar program offers classes, retreats and workshops for groups and the private program provides individual counseling. The professional training program equips individuals with the skills needed to offer counseling to help others in life balance concepts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,166,295$999,279▼ $167,016
Cash and Non-Interest-Bearing Accounts$111,356$98,493▼ $12,863
Prepaid Expenses and Deferred Charges$0$9,415▲ $9,415
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,277,651$1,107,517▼ $170,134
Other Assets Total$0$330▲ $330
Liabilities
Other Liabilities$11,434$20,318▲ $8,884
Total Liabilities$11,434$20,318▲ $8,884
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,266,217$1,087,199▼ $179,018
Total Net Assets Fund Balance$1,266,217$1,087,199▼ $179,018
Total Liabilities and Net Assets / Fund Balance$1,277,651$1,107,517▼ $170,134

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$24,200$24,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer WardManaging DirectorFT$132,300$17,941$150,241
Phillip W MoffittPresident (part-time)FT$24,000$15,906$39,906

Board Members and Trustees

NameTitle
Julie RogersDirector/treasurer
See Note Re Secretarial ServicesReimbursed Expenses
Revenue and Support

Revenue Composition

Contributions and Grants
$222,338
Program Service Revenue
$174,425
Investment Income
$32,911
Other Revenue
$0
All Other Contributions
$222,338
Change in Net Assets
$-347

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$219,123Stock Market Fair Market Value (FMV)
Total Noncash Contributions1$219,123-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$251,211
Other Expenses$163,225
Grants and Similar Amounts Paid$15,585
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$162,791$24,000-$186,791
Other Employee Benefits$20,592$15,906-$36,498
Information Technology$35,041--$35,041
Fees for Services Accounting$31,030--$31,030
Payroll Taxes$26,086$1,836-$27,922
Advertising$25,944--$25,944
Grants to Domestic Orgs$15,585--$15,585
Office Expenses$9,458$3,566-$13,024
Travel-$10,517-$10,517
All Other Expenses$6,326--$6,326
Other Expenses$3,402--$3,402
Insurance$2,937--$2,937
Fees for Services Other$1,400--$1,400
Total Functional Expenses$374,196$55,825$0$430,021
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$20,318
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Julie rogers was an advisor for phillip moffitt.

Form 990, Part VI, Section B, Line 11B

Return is reviewed by the accountant and treasurer.

Form 990, Part VI, Section C, Line 19

The institute files with the state of california its governing documents which are available to the public and are also made available upon request. In addition, california form 199, the annual information return is also available to the public and discloses pertinent financial information about the officers, directors and possible conflict of interest transactions. The independent directors approve all the salaries, expense reimbursements and any possible conflict of interest transactions which are also disclosed on the report. Form 990 is available to the public from the irs and is also available upon request from the institute.

FORM 990, PAGE 7: PART VII, COLUMN A

During the fiscal year, life balance institute performed office services for phillip w. Moffitt. Life balance institute was reimbursed $34,598 by phillip w. Moffitt.

Filing and Contact Details

Filer

Filer Name
Life Balance Institute
EIN
68-0397298
Phone
4154353141
Address
PO BOX 725, TIBURON, CA 94920

Signing Officer

Name
Phillip W Moffitt
Title
President
Phone
4154353141
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip W Moffit
Formed
1998
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
3
Volunteers
0

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Sabrina Boyte
Phone
6153774600
Raw XML AppendixShowing 400 of 413 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE LIFE BALANCE INSTITUTE IS A TRAINING ORGANIZATION DEDICATED TO HELPING INDIVIDUALS FIND MORE BALANCE, FREEDOM, AND MEANING IN THEIR LIVES. TRAINING IS PROVIDED THROUGH TWO PROGRAMS. THE SEMINAR PROGRAM OFFERS CLASSES, RETREATS AND WORKSHOPS FOR GROUPS AND THE PRIVATE PROGRAM PROVIDES INDIVIDUAL COUNSELING. THE PROFESSIONAL TRAINING PROGRAM EQUIPS INDIVIDUALS WITH THE SKILLS NEEDED TO OFFER COUNSELING TO HELP OTHERS IN LIFE BALANCE CONCEPTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/TREASURER
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0WORKSHOP AND RETAIL IN
IRS990/ProgramServiceRevenueGrp/Desc1COUNSELING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt147361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt147361
IRS990/ProgSrvcAccomActy2Grp/Desc0COUNSELING ACTIVITIES ARE GENERALLY CONDUCTED WITH INDIVIDUAL PERSONS WHO NEED HELP WITH VARIOUS LIFE ISSUES INCLUDING MAJOR CAREER OR POSITION CHANGES, FAMILY RELATIONSHIPS, STRESS ISSUES, AND ACHIEVING A MORE BALANCED LIFE BETWEEN WORK AND FAMILY. DURING THE TAX YEAR PERSONS ATTENDED COUNSELING SESSIONS AND CONTRIBUTED $47,361 FOR THE PERIOD. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt047361
IRS990/ProgSrvcAccomActy3Grp/Desc0STRATEGIST PROFESSIONAL DEVELOPMENT TRAINING PROGRAM IS A CERTIFICATION PROGRAM THAT EQUIPS INDIVIDUALS WITH THE SKILLS NEEDED TO OFFER COUNSELING TO PERSONS WHO NEED HELP WITH VARIOUS LIFE CHANGES AND TRANSITIONS. DURING THE YEAR, INDIVIDUALS PARTICIPATED IN THE TRAINING PROGRAM AND PAID $45,926 IN TUITION. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt045926
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0543598
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03556
IRS990/PYInvestmentIncomeAmt0382162
IRS990/PYOtherExpensesAmt0128004
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0303759
IRS990/PYRevenuesLessExpensesAmt0828433
IRS990/PYSalariesCompEmpBnftPaidAmt0269526
IRS990/PYTotalExpensesAmt0401086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01229519
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-347
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081139
IRS990ScheduleA/FactsAndCircumstancesTestTxt0LIFE BALANCE INSTITUTE HAD A LOWER PUBLIC SUPPORT PERCENTAGE FOR TAX YEAR 2022 DUE TO A LARGE UNUSUAL DIVIDEND RECEIVED IN 2021 FROM DAILY MAIL STOCKS DONATED IN 2021. 90% OF THE GROSS INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENT, ROYALTIES AND INCOME FROM SIMILAR SOURCES IS FROM THESE STOCKS AND ARE NOT ANTICIPATED TO OCCUR AGAIN. THESE DIVIDENDS FROM 2021 ARE STILL CAUSING THE PERCENTAGE TO BE MUCH LOWER THAN IS NORMAL.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0319140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030534
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0446748
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0209637
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14620
IRS990ScheduleA/PublicSupportPY170Pct00.15970
IRS990ScheduleA/PublicSupportTotal170Amt076477
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010297
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076477
IRS990ScheduleA/TotalSupportAmt0523225
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024200
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020318
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt020318
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0132300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JENNIFER WARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0STOCK MARKET FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0219123
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIE ROGERS WAS AN ADVISOR FOR PHILLIP MOFFITT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS REVIEWED BY THE ACCOUNTANT AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INSTITUTE FILES WITH THE STATE OF CALIFORNIA ITS GOVERNING DOCUMENTS WHICH ARE AVAILABLE TO THE PUBLIC AND ARE ALSO MADE AVAILABLE UPON REQUEST. IN ADDITION, CALIFORNIA FORM 199, THE ANNUAL INFORMATION RETURN IS ALSO AVAILABLE TO THE PUBLIC AND DISCLOSES PERTINENT FINANCIAL INFORMATION ABOUT THE OFFICERS, DIRECTORS AND POSSIBLE CONFLICT OF INTEREST TRANSACTIONS. THE INDEPENDENT DIRECTORS APPROVE ALL THE SALARIES, EXPENSE REIMBURSEMENTS AND ANY POSSIBLE CONFLICT OF INTEREST TRANSACTIONS WHICH ARE ALSO DISCLOSED ON THE REPORT. FORM 990 IS AVAILABLE TO THE PUBLIC FROM THE IRS AND IS ALSO AVAILABLE UPON REQUEST FROM THE INSTITUTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DURING THE FISCAL YEAR, LIFE BALANCE INSTITUTE PERFORMED OFFICE SERVICES FOR PHILLIP W. MOFFITT. LIFE BALANCE INSTITUTE WAS REIMBURSED $34,598 BY PHILLIP W. MOFFITT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 7: PART VII, COLUMN A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01277651
IRS990/TotalAssetsEOYAmt01107517
IRS990/TotalAssetsGrp/BOYAmt01277651
IRS990/TotalAssetsGrp/EOYAmt01107517
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0222338
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374196
IRS990/TotalFunctionalExpensesGrp/TotalAmt0430021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011434
IRS990/TotalLiabilitiesEOYAmt020318
IRS990/TotalLiabilitiesGrp/BOYAmt011434
IRS990/TotalLiabilitiesGrp/EOYAmt020318
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01266217
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01087199
IRS990/TotalOtherCompensationAmt033847
IRS990/TotalProgramServiceExpensesAmt0374196
IRS990/TotalProgramServiceRevenueAmt0174425
IRS990/TotalReportableCompFromOrgAmt0121702
IRS990/TotalRevenueGrp/ExclusionAmt032911
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0174425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0429674
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01277651
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01107517
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt010517
IRS990/TravelGrp/TotalAmt010517
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE PELICAN POINT
IRS990/USAddress/CityNm0BELVEDERE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094920
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.LIFEBALANCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP W MOFFITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154353141
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFE BALANCE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0680397298
ReturnHeader/Filer/PhoneNum04154353141
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 725
ReturnHeader/Filer/USAddress/CityNm0TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869

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