EIN 68-0397298

Life Balance Institute

IRS 501(c) type
501(c)(3)
Num. employees
3
Year formed
1998
Most recent tax filings
2022-12-01
Description
Training organization helping individuals find life balance, freedom, and meaning through group meetings, counseling, and seminars. Located in Tiburon, CA.
Total revenues
$429,674
2022
Total expenses
$430,021
2022
Total assets
$1,107,517
2022
Num. employees
3
2022

Program areas at Life Balance Institute

The Institute's primary function is to provide training dedicated to helping individuals and executives through group meetings either sponsored solely by the Institute or other non-profit organizations. For the tax year, several trainings (in-person and on-line) were held. These meetings in the form of classes ranged from 4 persons to over 194 in size. They were held in the san francisco area, seattle, throughout California and other locations. The one and multiple day classes, retreats and workshops are centered on teaching people about skillful living, managing Life changes and transitions and sustainable leadership. These teachings include mediation, yoga, mindfulness, stress relief and related skills and activities. Total revenue consists of direct contributions to lbi and contributions where applicable from the sponsoring non-profit organization. Many of the sponsoring organizations provide for the travel expenses of the lbi speaker. The total revenue for the year was $81,139 and generally all program service expenses of $374,196 are allocable. No allocation has been made of the management and general categories as attributable to this function however it is the primary activity of the Institute.
Strategist 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.
Counseling 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.

Grants made by Life Balance Institute

GranteeGrant descriptionAmount
Spirit Rock Meditation CenterThis Is A Contribution To Spirit Rock for Their Mindfulness Yoga and Meditation Training.$6,724

Who funds Life Balance Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$6,052

Personnel at Life Balance Institute

NameTitleCompensation
Jennifer WardDirector of Programs / Managing Director$132,300
Phillip W MoffittPresident$24,000
Julie RogersDirector and Treasurer$0

Financials for Life Balance Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$222,338
Program services$174,425
Investment income and dividends$21,957
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$10,954
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$429,674

Form 990s for Life Balance Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-10990View PDF
2020-122021-11-10990View PDF
2019-122021-02-19990View PDF
2018-122019-10-31990View PDF
...and 9 more Form 990s
Data update history
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 9, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
State / local levelTax deductible donations
General information
Address
PO Box 725
Tiburon, CA 94920
Metro area
San Francisco-Oakland-Berkeley, CA
County
Marin County, CA
Website URL
lifebalance.org/ 
Phone
(415) 435-3141
IRS details
EIN
68-0397298
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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