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
Grantee | Grant description | Grant year | Amount |
---|
Spirit Rock Meditation Center | This Is A Contribution To Spirit Rock for Their Mindfulness Yoga and Meditation Training. | 2014-10 | $6,724 |
Who funds Life Balance Institute
Grants from foundations and other nonprofits
Personnel at Life Balance Institute
Name | Title | Compensation | Date of data |
---|
Jennifer Ward | Director of Programs / Managing Director | $132,300 | 2022-12-31 |
Phillip W Moffitt | President | $24,000 | 2023-11-15 |
Julie Rogers | Director and Treasurer | $0 | 2022-12-31 |
Financials for Life Balance Institute
Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
---|
Total grants, contributions, etc. | $222,338 | $543,598 | -59.1% |
Program services | $174,425 | $303,759 | -42.6% |
Investment income and dividends | $21,957 | $319,140 | -93.1% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $10,954 | $63,022 | -82.6% |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $0 | $0 | - |
Total revenues | $429,674 | $1,229,519 | -65.1% |
Organizations like Life Balance Institute
Organization | Type | Location | Revenue |
---|
Credit Coalition | 501(c)(3) | Houston, TX | $153,558 |
Wealth Watchers | 501(c)(3) | Jacksonville, FL | $1,406,948 |
Consumer Credit Counseling Service of Greater San Antonio | 501(c)(3) | San Antonio, TX | $1,076,042 |
Good Samaritan Counseling | 501(c)(3) | Moultrie, GA | $222,977 |
Healing and Reconciliation Institute | 501(c)(3) | Monterey, CA | $219,285 |
Wyoming 2-1-1 | 501(c)(3) | Cheyenne, WY | $801,725 |
Financial Empowerment Network | 501(c)(3) | Bellevue, WA | $190,173 |
Uplift Yourself | 501(c)(3) | Bellevue, WA | $228,417 |
The Christmas Cheer Agency of Alamance County | 501(c)(3) | Alamance, NC | $323,651 |
OnTrack Financial Education & Counseling | 501(c)(3) | Asheville, NC | $1,072,793 |
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/Â
- 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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