Life Balance Institute
Donations deductibleRevenue
$327k
year to 31 December 2024
Expenses
$407k
year to 31 December 2024
Total assets
$961k
$4k liabilities
Net assets
$956k
assets less liabilities
Directors and trustees
4
4.7y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
3
reported in Part VI
Life Balance Institute's network
4 peoplei4 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dan O'Shea | Treasurer | 2023 | 3 yrs |
| Kathryn Arnold | Member | 2023 | 3 yrs |
| Phillip W Moffitt | President | 2018 | 8 yrs |
| Sheila Schat | Company secretary | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Phillip W Moffitt | President | 35 | $24k | $18k | |
| Dan O'shea | Treasurer | 0 | $0 | ||
| Sheila Schat | Secretary | 0 | $0 | ||
| Kathryn Arnold | Member | 1 | $0 |
About
- Legal name
- Life Balance Institute
- EIN
- 680397298
- Address
- 1 Pelican Point Rd, Belvedere, CA, 94920-2456
- State
- California
- Mission
- 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. (as filed on the Form 990)
- Activity (NTEE)
- X99 Religion-related
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Religion-Related
- Size band
- 5 (IRS master file code)
- Formed
- 1998
- Principal officer
- Phillip W Moffit (as named on the Form 990)
- IRS ruling date
- 1 March 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsPhillip W Moffitt
≥3years on the filingsDan O'Shea
≥3years on the filingsKathryn Arnold
≥3years on the filingsSheila Schat
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $961k
- Total liabilities
- $4k
- Net assets or fund balances
- $956k
- Contributions and grants received
- $12k
- Program service revenue
- $306k
- Grants and similar paid out
- $3k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $327k | $407k | Deficit $81k |
As filed on the IRS Form 990. US dollars.