LIFE BALANCE INSTITUTE

EIN: 680397298 501(c)(3) Religion

TIBURON, CA

Total Revenue
$311,979
Total Expenses
$522,099
Total Assets
$1,037,635
Net Assets
$1,031,141
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CA
Principal Officer
PHILLIP W MOFFIT
Phone
4154353141
Tax Period
2023-01-01 to 2023-12-31

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.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,975
Program Service Revenue $298,604
Investment Income $10,400
Other Revenue $0
TOTAL REVENUE $311,979

Expense Breakdown

Grants Paid $894
Salaries & Benefits $284,659
Fundraising Expenses $0
Program Expenses $446,581
Other Expenses $236,546
TOTAL EXPENSES $522,099

Year-over-Year Comparison

2023 2022 Change
Revenue $311,979 $429,674 -0.3%
Expenses $522,099 $430,021 +0.2%
Net Income $-210,120 $-347 +604.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
4
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$40,460
Total Directors
5
$26,729
Key Employees
0
$0
Highest Compensated
0
reported
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
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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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