2025-11-13T08:28:03-06:00 2024-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2024-01-01 680397298 LIFE BALANCE INSTITUTE LIFE 4154353141 PO BOX 725 TIBURON CA 94920 PHILLIP W MOFFITT PRESIDENT 4154353141 2025-11-11 1 1 SABRINA BOYTE P01834038 6153774600 2025-11-11 2024 2025-03-06 01:10:19Z PHILLIP W MOFFIT ONE PELICAN POINT BELVEDERE CA 94920 326590 0 X WWW.LIFEBALANCE.ORG X 1998 CA 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. 3 2 0 0 0 0 2975 11790 298604 305587 10400 9213 0 0 311979 326590 894 3266 0 0 284659 254967 0 0 0 236546 149003 522099 407236 -210120 -80646 1037635 960605 6494 4268 1031141 956337 X 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. 0 0 337945 3266 88792 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, 75 DAYS OF TRAINING WERE HELD WITH A TOTAL ESTIMATED 16 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 $88,792.23 AND GENERALLY ALL PROGRAM SERVICE EXPENSES OF $1,234.46 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. 44145 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 22 PERSONS ATTENDED COUNSELING SESSIONS AND CONTRIBUTED $44,145.00 FOR THE PERIOD. NO PROGRAM EXPENSES HAVE BEEN ALLOCATED TO THIS ACTIVITY. 172650 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, 31 INDIVIDUALS PARTICIPATED IN THE TRAINING PROGRAM AND PAID $172,650.02 IN TUITION. 337945 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 3 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 CA X LIFE BALANCE INSTITUTE 4154353141 ONE PELICAN POINT BELVEDERE CA 94920 PHILLIP W MOFFITT PRESIDENT 35.00 X X 24000 0 17589 DAN O'SHEA TREASURER 0.00 X X 0 0 0 SHEILA SCHAT SECRETARY 0.00 X X 0 0 0 KATHRYN ARNOLD MEMBER 1.00 X 0 0 0 24000 0 17589 1 0 0 0 0 11790 11790 WORKSHOP AND RETAIL IN 900099 237975 237975 COUNSELING INCOME 900099 67612 67612 305587 9213 9213 326590 305587 0 9213 3266 3266 196351 172351 24000 44080 26491 17589 14536 12700 1836 8613 8613 56786 56786 7560 7560 7742 7742 6447 726 5721 10074 10074 20145 20145 2432 2432 TRAINING 13809 13809 TELEPHONE 7917 7917 PAYROLL SERVICE FEE 3172 3172 WORKSHOP EXPENSES 1234 1234 3072 3072 407236 337945 69291 0 113292 121079 9415 10743 24200 24200 0 0 913731 828783 1197 0 1037635 960605 149 6494 4119 6494 4268 X 1031141 956337 1031141 956337 1037635 960605 -80646 5842 0 X 0 0 0 X 33840 7820 3215 2975 11790 59640 33840 7820 3215 2975 11790 59640 59640 13581 319140 21985 10370 9212 374288 433928 0.13740 0.13950 X LIFE BALANCE INSTITUTE HAD A LOWER PUBLIC SUPPORT PERCENTAGE FOR TAX YEAR 2024 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. 24200 24200 0 0 CREDIT CARD PAYABLE 4119 4119 1 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.