TIBURON, CA
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Sign In — Free (10 views/day)LIFE BALANCE INSTITUTE, founded in 1998, is a small nonprofit in the Religion sector that reported $312K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $522K exceeded revenue, resulting in a 67% operating deficit.
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 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...
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, 77 DAYS OF TRAINING WERE HELD WITH A TOTAL ESTIMATED 15 SEPARATE CLASS ATTENDANCES. THESE MEETINGS IN THE FORM OF CLASSES RANGED FROM 15 PERSONS TO OVER 115 IN SIZE. THEY WERE HELD IN THE SAN FRANCISCO AREA, SEATTLE, THROUGHOUT CALIFORNIA AND OTHER LOCATIONS, AS WELL AS ONLINE. 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 $113,052 AND GENERALLY ALL PROGRAM SERVICE EXPENSES ARE ALLOCABLE.
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...
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 AN ESTIMATED 38 PERSONS ATTENDED COUNSELING SESSIONS AND CONTRIBUTED $74,223 FOR THE PERIOD. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY.
LIFE BALANCE PROFESSIONAL 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...
LIFE BALANCE PROFESSIONAL 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, 37 INDIVIDUALS PARTICIPATED IN THE TRAINING PROGRAM AND PAID $111,329 IN TUITION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $311,979 | $429,674 | -0.3% |
| Expenses | $522,099 | $430,021 | +0.2% |
| Net Income | $-210,120 | $-347 | +604.5% |
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| PHILLIP W MOFFITT | PRESIDENT | 35.00 |
Officer
Director
|
$24,000 | $16,460 | $40,460 |
| DAN O'SHEA | TREASURER | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| SEE NOTE RE SECRETARIAL SERVICES | REIMBURSED EXPENSES | 0.00 |
Director
|
$-13,731 | $0 | $-13,731 |
| SHEILA SCHAT | SECRETARY | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| KATHRYN ARNOLD | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $311,979 | $522,099 | $1,037,635 | $-210,120 |
| 2022 | $429,674 | $430,021 | $1,107,517 | $-347 |
| 2021 | $1,229,519 | $401,086 | $1,277,651 | $828,433 |
| 2020 | $459,548 | $360,905 | $906,859 | $98,643 |
| 2019 | $332,657 | $332,510 | $778,437 | $147 |
| 2018 | $531,747 | $303,974 | $653,495 | $227,773 |
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