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Life Balance Institute

EIN 68-0397298 · Belvedere, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood85 out of 100GovernanceWeak39 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$326,590
Spending
$407,236
Spent on programs
83%
Reserves
28.2 months of spending
Largest source of income
fees for its services, 94%
Employees
0
Volunteers
0
Highest pay
$41,589, president

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 85 out of 100. Higher than 64% of charities in its peer group (religion, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 28.2 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    0 of 15

    Spending exceeded income by 25% of income.

  • Income trend

    15 of 15

    Income rose 5% on the year before.

  • Spending floor

    15 of 15

    83% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 39 out of 100. Higher than 19% of charities in its peer group (religion, $250k to $1m).

  • Independent board

    18 of 25

    2 of 3 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $337,945 spent. 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.
  2. 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.
  3. 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.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 1998.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.