LIFEWISE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIFEWISE INC (EIN 45-4002535)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-12
- IRS object ID
- 202420439349301707
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T15:00:51-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311498191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKEY & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 NORWICH ST | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454002535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWISE INC | BusinessNameLine1Txt |
| Business Name Line2 | FORMERLY STAND FOR TRUTH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 6143501722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5375 GRACE STREET | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CLIFTON | PersonNm |
| Person Title | COO/VP/SECRETARY | PersonTitleTxt |
| Phone | 6145714444 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | CLIFTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R KIRKEY CPA CFP | PreparerPersonNm |
| PTIN | P00146221 | PTIN |
| Phone | 6147775007 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | JOEL PENTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5375 GRACE ST | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,909,365 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFEWISE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE ASSIST YOUTH, YOUTH ORGANIZATIONS, SCHOOLS AND CHURCHES BY PROVIDING SEMINARS, EDUCATIONAL MATERIALS, INSPIRATIONAL AND MOTIVATIONAL MATERIALS, BOOKS AND OTHER PROGRAMS TO HELP YOUTH REACH THEIR FULL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 323 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,070,163 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,270,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $480,226 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $513,883 | CYProgramServiceRevenueAmt |
| CY Investment Income | $48,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$33,848 | PYOtherRevenueAmt |
| CY Other Revenue | $14,508 | CYOtherRevenueAmt |
| PY Total Revenue | $6,516,541 | PYTotalRevenueAmt |
| CY Total Revenue | $13,847,839 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,742,757 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,820,540 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $741,890 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,916,100 | PYOtherExpensesAmt |
| CY Other Expenses | $3,648,744 | CYOtherExpensesAmt |
| PY Total Expenses | $4,658,857 | PYTotalExpensesAmt |
| CY Total Expenses | $9,469,284 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,857,684 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,378,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,730,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,746,203 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $233,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,497,702 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,651,880 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ASSIST YOUTH, YOUTH ORGANIZATIONS, SCHOOLS, AND CHURCHES BY PROVIDING SEMINARS, EDUCATIONAL MATERIALS, INSPIRATIONAL AND MOTIVATIONAL MATERIALS, BOOKS AND OTHER PROGRAMS TO HELP YOUTH REACH THEIR FULL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $814,826 | ExpenseAmt |
| Revenue | $513,883 | RevenueAmt |
| Desc | CONDUCTED HIGH SCHOOL AND MIDDLE SCHOOL ASSEMBLIES THROUGHOUT THE MIDWEST AND EASTERN US. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,752,086 | ExpenseAmt |
| Desc | CONDUCTED RELEASE TIME BIBLE EDUCATION IN SCHOOLS THROUGHOUT THE US. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,562,350 | ExpenseAmt |
| Desc | HELD OUTREACH EVENTS TO SHARE THE GOSPEL THROUGHOUT THE MIDWEST AND EASTERN US. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,129,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 323 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CLIFTON | PersonNm |
| Phone | 6143501722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5375 GRACE ST | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOEL PENTON | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | Yes (X) | $41,276 | $0 | $69,188 |
| STEVE HUBBARD | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JIM HOCKER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DAVID KIRKEY | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $31,667 | $0 | $0 |
| BRAD HULLS | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TIM STOLLER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN KERSHAW | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| STEVE CLIFTON | ||||||
| COO/VP/SECRE | 40.00 | Yes (X) | $108,148 | $0 | $57,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,091 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $126,688 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $13,270,526 | AllOtherContributionsAmt |
| Noncash Contributions | $137,888 | NoncashContributionsAmt |
| Total Contributions | $13,270,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $513,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $513,883 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $513,883 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,922 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $36,611 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $61,526 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$24,915 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,423 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,423 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,847,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $577,313 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,115 | TotalAmt |
| Program Services | $71,790 | ProgramServicesAmt |
| Management And General | $115,963 | ManagementAndGeneralAmt |
| Fundraising | $88,362 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,998,391 | TotalAmt |
| Program Services | $4,140,483 | ProgramServicesAmt |
| Management And General | $519,364 | ManagementAndGeneralAmt |
| Fundraising | $338,544 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,432 | TotalAmt |
| Program Services | $70,874 | ProgramServicesAmt |
| Management And General | $32,558 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,329 | TotalAmt |
| Program Services | $33,346 | ProgramServicesAmt |
| Management And General | $10,983 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,273 | TotalAmt |
| Program Services | $317,923 | ProgramServicesAmt |
| Management And General | $80,350 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,155 | TotalAmt |
| Program Services | $2,940 | ProgramServicesAmt |
| Management And General | $48,215 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,301 | TotalAmt |
| Management And General | $38,301 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,667 | TotalAmt |
| Management And General | $31,667 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,603 | TotalAmt |
| Program Services | $3,911 | ProgramServicesAmt |
| Management And General | $261,692 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,991 | TotalAmt |
| Program Services | $461,746 | ProgramServicesAmt |
| Management And General | $22,013 | ManagementAndGeneralAmt |
| Fundraising | $34,232 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,073 | TotalAmt |
| Program Services | $512,459 | ProgramServicesAmt |
| Management And General | $16,098 | ManagementAndGeneralAmt |
| Fundraising | $84,516 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,274 | TotalAmt |
| Program Services | $155,270 | ProgramServicesAmt |
| Management And General | $7,361 | ManagementAndGeneralAmt |
| Fundraising | $38,643 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,341 | TotalAmt |
| Program Services | $169,370 | ProgramServicesAmt |
| Management And General | $139,971 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,133 | TotalAmt |
| Program Services | $357,486 | ProgramServicesAmt |
| Fundraising | $82,647 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100 | TotalAmt |
| Management And General | $4,100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,914 | TotalAmt |
| Program Services | $115,957 | ProgramServicesAmt |
| Management And General | $115,957 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,025 | TotalAmt |
| Program Services | $2,640 | ProgramServicesAmt |
| Management And General | $19,385 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SERVICE COSTS | $349,207 | $349,207 | ||
| PERFORMANCE/TEACHING | $204,647 | $105,134 | $99,513 | |
| ADMIN | $186,264 | $89,011 | $31,303 | $65,950 |
| OTHER EXPENSES | $101,644 | $101,644 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,405 | TotalAmt |
| Program Services | $68,071 | ProgramServicesAmt |
| Management And General | $3,338 | ManagementAndGeneralAmt |
| Fundraising | $8,996 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,469,284 | TotalAmt |
| Program Services | $7,129,262 | ProgramServicesAmt |
| Management And General | $1,598,132 | ManagementAndGeneralAmt |
| Fundraising | $741,890 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,639 | BOYAmt |
| EOY | $5,012,844 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,586 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,771,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $310,167 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,491 | BOYAmt |
| EOY | $1,461,700 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,082 | BOYAmt |
| EOY | $1,271,651 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730,798 | BOYAmt |
| EOY | $7,746,203 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,534 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,811 | BOYAmt |
| EOY | $94,323 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,751 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,096 | BOYAmt |
| EOY | $94,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,497,702 | BOYAmt |
| EOY | $7,651,880 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,497,702 | BOYAmt |
| EOY | $7,651,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730,798 | BOYAmt |
| EOY | $7,746,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,378,555 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$224,377 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,145,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,612,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,766,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,070,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,270,526 | CurrentTaxYearAmt |
| Total | $23,865,550 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,145,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,612,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,766,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,070,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,270,526 | CurrentTaxYearAmt |
| Total | $23,865,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,645,378 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,220,172 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Total | $2 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,865,552 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,453,073 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,600 | OtherCostOrOtherBasisAmt |
| Book Value | $39,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $321,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,621 | DepreciationAmt |
| Book Value | $254,656 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,410,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,546 | DepreciationAmt |
| Book Value | $1,167,444 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,461,700 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $13,909,365 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $61,526 | OtherRevenueAmt |
| Revenue Not Reported | $61,526 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,847,839 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $13,847,839 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,530,810 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $61,526 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $61,526 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,469,284 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,469,284 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | MERCHANDISE COSTS 61,526 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | MERCHANDISE COSTS 61,526 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CLIFTON | PersonNm |
| Title | COO/VP/SECRETARY | TitleTxt |
| Base Compensation Filing Org | $108,148 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $57,500 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $165,648 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKEY & CO INC CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $31,667 | TransactionAmt |
| Transaction | TAX & ACCOUNTING SVC | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | KBB, INVOICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BUILDING IMPR | 6 | $29,711 | INVOICES, RECEIPTS |
| Yes (X) | SUPPLIES | 16 | $13,847 | INVOICES, RECEIPTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS ARE NEEDED TO WALK THE STUDENTS TO AND FROM THE SCHOOL AND ASSIST IN THE CLASSROOM AND HELP AS NEEDED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS PREPARED BY THE TREASURER WHO IS A CPA. THE COMPLETED 990 IS THOROUGHLY REVIEWED BY THE PRESIDENT. A COPY IS MADE AVAILABLE TO EACH BOARD MEMBER FOR THEIR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DIVULGE ALL POTENTIAL CONFLICTS OF INTEREST IMMEDIATELY UPON BECOMING AWARE OF THE POSSIBILITY OF CONFLICT. FURTHER, EACH BOARD MEMBER IS REQUIRED TO CERTIFY ANNUALLY THAT NO CONFLICTS NOT PREVIOUSLY DIVULGED EXISTED AT ANY TIME DURING THE YEAR. THE PRESIDENT IS TASKED WITH MONITORING COMPLIANCE WITH THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS INDEPENDENTLY ESTABLISHES ALL COMPENSATION. IN DOING SO THEY EXERCISE DUE DILIGENCE TO ENSURE SUCH COMPENSATION IS REASONABLE IN THE CIRCUMSTANCES BY A) INVESTIGATING WHAT OTHER SIMILARLY SITUATED ENTITIES ARE PAYING, B) BY REFERRING TO SURVEYS OF SIMILAR RELIGIOUS ORGANIZATIONS TO OBJECTIVELY DETERMINE THE VALUE OF SERVICES RENDERED, C) BY CONSULTING WITH INDEPENDENT COMPENSATION CONSULTANTS, D) BY TAKING INTO ACCOUNT THE GENERAL ECONOMIC CONDITIONS AS WELL AS THE UNIQUE FINANCIAL CONDITION OF THIS ORGANIZATION AND E) BY DOCUMENTING IN WRITING BOTH THE DECISION-MAKING PROCESS AND ITS FINAL OUTCOME. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS INDEPENDENTLY ESTABLISHES ALL COMPENSATION. IN DOING SO THEY EXERCISE DUE DILIGENCE TO ENSURE SUCH COMPENSATION IS REASONABLE IN THE CIRCUMSTANCES BY A) INVESTIGATING WHAT OTHER SIMILARLY SITUATED ENTITIES ARE PAYING, B) BY REFERRING TO SURVEYS OF SIMILAR RELIGIOUS ORGANIZATIONS TO OBJECTIVELY DETERMINE THE VALUE OF SERVICES RENDERED, C) BY CONSULTING WITH INDEPENDENT COMPENSATION CONSULTANTS, D) BY TAKING INTO ACCOUNT THE GENERAL ECONOMIC CONDITIONS AS WELL AS THE UNIQUE FINANCIAL CONDITION OF THIS ORGANIZATION AND E) BY DOCUMENTING IN WRITING BOTH THE DECISION-MAKING PROCESS AND ITS FINAL OUTCOME. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE BOARD MEMEBERS AND OFFICERS OF THE CORPORATION BUT ARE NOT MADE AVAILABLE TO THE PUBLIC. REQUESTS FOR REVIEW OF THESE DOCUMENTS BY OUTSIDE PARTIES WOULD BE CONSIDERED ON A CASE-BY-CASE BASIS. |
| FORM 990, PART XI, LINE 9 | PRIOR PERIOD ADJUSTMENT -224,377 |
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