LIFEWISE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIFEWISE INC (EIN 45-4002535)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-04
- IRS object ID
- 202543389349300214
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-04T10:00:36-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 FRANTZ RD SUITE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 |
| 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 | 3940 LYMAN DR | 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/CFO/VP/SECRETARY | PersonTitleTxt |
| Phone | 6143501722 | PhoneNum |
| Signature | 2025-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA DUNKLE CPA | PreparerPersonNm |
| PTIN | P01380769 | PTIN |
| Phone | 6148898725 | PhoneNum |
| Preparation | 2025-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | STEVE CLIFTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LYMAN DR | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,314,873 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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, COMMUNITIES AND CHURCHES BY PROVIDING RELEASED TIME INSTRUCTION, SEMINARS, EDUCATIONAL MATERIALS, INSPIRATIONAL AND MOTIVATIONAL MATERIALS, BOOKS AND OTHER PROGRAMS TO HELP YOUTH REACH THEIR FULL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1329 | TotalEmployeeCnt |
| Total Volunteers | 10000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,722,992 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,487,814 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $692,977 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $658,257 | CYProgramServiceRevenueAmt |
| PY Investment Income | $864,231 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,869,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,506 | PYOtherRevenueAmt |
| CY Other Revenue | $264,383 | CYOtherRevenueAmt |
| PY Total Revenue | $35,330,706 | PYTotalRevenueAmt |
| CY Total Revenue | $39,279,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,443,794 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,089,913 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,789,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,613,863 | PYOtherExpensesAmt |
| CY Other Expenses | $10,081,230 | CYOtherExpensesAmt |
| PY Total Expenses | $18,057,657 | PYTotalExpensesAmt |
| CY Total Expenses | $28,171,143 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,273,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,108,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,856,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,919,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,913,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,856,848 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,006,418 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ASSIST YOUTH, YOUTH ORGANIZATIONS, SCHOOLS, COMMUNITIES AND CHURCHES BY PROVIDING RELEASED TIME INSTRUCTION, SEMINARS, EDUCATIONAL MATERIALS, INSPIRATIONAL AND MOTIVATIONAL MATERIALS, BOOKS AND OTHER PROGRAMS TO HELP YOUTH REACH THEIR FULL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,459,163 | ExpenseAmt |
| Revenue | $797,301 | 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 | $11,323,872 | 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 | $7,733,224 | 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 | $21,516,259 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1329 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CLIFTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143501722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LYMAN DR | AddressLine1Txt |
| City | HILLIARD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOEL PENTON | |||||||
| CEO / PRESIDENT | 60.00 | Yes (X) | Yes (X) | $40,333 | $0 | $79,966 | |
| STEVE HUBBARD | |||||||
| CHAIRMAN OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIM STOLLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE KIRKEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN KERSHAW | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD HULLS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE CLIFTON | |||||||
| COO/ CFO / SECRETARY / VICE PRESIDENT | 60.00 | Yes (X) | $137,825 | $0 | $62,166 | ||
| DEREK STEMEN | |||||||
| VP OF ADVANCEMENT | 60.00 | $125,558 | $0 | $12,919 | Yes (X) | ||
| JEFFREY PETERSON | |||||||
| VP OF OPERATIONS | 60.00 | $105,577 | $0 | $14,224 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $409,293 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,275 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GIOFFRE COMPANIES INC | |||||
| 6262 EITERMAN RD | DUBLIN | OH | 43016 | CONSTRUCTION SERVICES | $3,720,506 |
| HOUSERIGHT | |||||
| 961 BEASLEY ST | LEXINGTON | KY | 40509 | AV EQUIPMENT | $2,005,160 |
| ASHBROOK BYRNE KRESGE LLC | |||||
| 1554 POLARIS PARKWAY STE 325 | COLUMBUS | OH | 43240 | LEGAL SERVICES | $106,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $34,487,814 | AllOtherContributionsAmt |
| Noncash Contributions | $4,754,298 | NoncashContributionsAmt |
| Total Contributions | $34,487,814 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE FEES | 900099 | $611,771 | $611,771 |
| SPECIAL EVENTS | 900099 | $46,486 | $46,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $658,257 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,653 | TotalRevenueColumnAmt |
| Exclusion | $529,653 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,530 | TotalRevenueColumnAmt |
| Exclusion | $17,530 | ExclusionAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $428 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$428 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$428 | TotalRevenueColumnAmt |
| Exclusion | -$428 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,257,911 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,918,442 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,339,469 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,339,469 | TotalRevenueColumnAmt |
| Exclusion | $3,339,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $224,664 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $116,427 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,237 | TotalRevenueColumnAmt |
| Exclusion | $108,237 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $139,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,044 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $139,044 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,279,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $797,301 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,994,461 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,290 | TotalAmt |
| Program Services | $256,232 | ProgramServicesAmt |
| Management And General | $35,232 | ManagementAndGeneralAmt |
| Fundraising | $28,826 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,526,978 | TotalAmt |
| Program Services | $12,421,582 | ProgramServicesAmt |
| Management And General | $1,707,968 | ManagementAndGeneralAmt |
| Fundraising | $1,397,428 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,431 | TotalAmt |
| Program Services | $202,745 | ProgramServicesAmt |
| Management And General | $27,877 | ManagementAndGeneralAmt |
| Fundraising | $22,809 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,289 | TotalAmt |
| Program Services | $573,831 | ProgramServicesAmt |
| Management And General | $78,902 | ManagementAndGeneralAmt |
| Fundraising | $64,556 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,925 | TotalAmt |
| Program Services | $1,017,540 | ProgramServicesAmt |
| Management And General | $139,912 | ManagementAndGeneralAmt |
| Fundraising | $114,473 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,950 | TotalAmt |
| Program Services | $123,543 | ProgramServicesAmt |
| Management And General | $43,407 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,300 | TotalAmt |
| Program Services | $29,082 | ProgramServicesAmt |
| Management And General | $10,218 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,000 | TotalAmt |
| Program Services | $153,920 | ProgramServicesAmt |
| Management And General | $54,080 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,928 | TotalAmt |
| Program Services | $452,087 | ProgramServicesAmt |
| Management And General | $158,841 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,627 | TotalAmt |
| Program Services | $733,046 | ProgramServicesAmt |
| Management And General | $38,581 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,685 | TotalAmt |
| Program Services | $392,707 | ProgramServicesAmt |
| Management And General | $137,978 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,428 | TotalAmt |
| Program Services | $393,257 | ProgramServicesAmt |
| Management And General | $138,171 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,115 | TotalAmt |
| Program Services | $449,265 | ProgramServicesAmt |
| Management And General | $157,850 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,703,811 | TotalAmt |
| Program Services | $1,363,049 | ProgramServicesAmt |
| Fundraising | $340,762 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,494 | TotalAmt |
| Program Services | $462,247 | ProgramServicesAmt |
| Management And General | $462,247 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,885 | TotalAmt |
| Program Services | $7,315 | ProgramServicesAmt |
| Management And General | $2,570 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATIONS | $2,345,163 | $1,172,582 | $351,774 | $820,807 |
| CLASSROOMS | $834,870 | $834,870 | ||
| PERFORMANCE & TEACHING | $517,600 | $263,976 | $253,624 | |
| DUES & SUBSCRIPTIONS | $224,819 | $166,366 | $58,453 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,555 | TotalAmt |
| Program Services | $47,017 | ProgramServicesAmt |
| Management And General | $7,538 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,171,143 | TotalAmt |
| Program Services | $21,516,259 | ProgramServicesAmt |
| Management And General | $3,865,223 | ManagementAndGeneralAmt |
| Fundraising | $2,789,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,917,972 | BOYAmt |
| EOY | $12,254,405 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,079,522 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $143,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,884,746 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,693,027 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,445,148 | BOYAmt |
| EOY | $14,191,719 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,688,546 | BOYAmt |
| EOY | $7,250,212 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,805,182 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,856,848 | BOYAmt |
| EOY | $34,919,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,913,321 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,913,321 | 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 | $24,856,848 | BOYAmt |
| EOY | $33,006,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,856,848 | BOYAmt |
| EOY | $33,006,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,856,848 | BOYAmt |
| EOY | $34,919,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,108,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,520,123 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$438,740 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,766,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,070,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,270,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,722,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,483,156 | CurrentTaxYearAmt |
| Total | $89,313,679 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,766,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,070,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,270,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,722,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,483,156 | CurrentTaxYearAmt |
| Total | $89,313,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,834,276 | SubstantialContributorsTotAmt |
| Public Support Total170 | $86,479,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $48,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $741,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $419,802 | CurrentTaxYearAmt |
| Total | $1,209,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $90,523,543 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,865,116 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97740 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $208,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $208,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,180,902 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,388,902 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $208,000 | CurrentYearAmt |
| Total | $208,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LIFEWISE, INC.'S EXEMPT PURPOSE IS TO REACH PUBLIC SCHOOL STUDENTS WITH THE GOSPEL THROUGH RELEASED TIME RELIGIOUS INSTRUCTION PROGRAMS. IN SUPPORT OF THIS MISSION, LIFEWISE ENGAGES IN LIMITED LOBBYING ACTIVITIES THAT ARE DIRECTLY RELATED TO ITS CHARITABLE AND RELIGIOUS OBJECTIVES. THESE ACTIVITIES INCLUDE: HIRING REGISTERED LOBBYISTS TO SUPPORT STATE LAWS THAT EXPAND RELEASED TIME RELIGIOUS INSTRUCTION AND ENGAGE IN LIMITED FEDERAL LOBBYING TO REVISE USDA POLICY ON REIMBURSING SCHOOL LUNCHES TAKEN OFF SCHOOL PROPERTY. HAVING EMPLOYEES TESTIFY BEFORE LEGISLATIVE COMMITTEES IN SUPPORT OF SUCH LEGISLATION. ENGAGING WITH STATE LEGISLATORS AND THEIR STAFF TO EDUCATE THEM ABOUT THE BENEFITS AND LEGAL FRAMEWORK OF RELEASED TIME PROGRAMS. THESE EFFORTS ARE DESIGNED TO FURTHER LIFEWISE'S EXEMPT PURPOSE BY ENABLING MORE STUDENTS TO PARTICIPATE IN RELIGIOUS INSTRUCTION DURING THE SCHOOL DAY, CONSISTENT WITH APPLICABLE STATE LAWS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $383,084 | OtherCostOrOtherBasisAmt |
| Book Value | $383,084 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,906,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,741 | DepreciationAmt |
| Book Value | $2,775,566 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,915,123 | OtherCostOrOtherBasisAmt |
| Book Value | $4,915,123 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,208,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,790 | DepreciationAmt |
| Book Value | $2,086,092 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,471,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,439,496 | DepreciationAmt |
| Book Value | $4,031,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,191,719 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,178,053 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,520,123 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,302,231 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $116,369 | OtherRevenueAmt |
| Revenue Not Reported | -$1,101,523 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,279,576 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,279,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,589,730 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,302,231 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $116,356 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,418,587 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,171,143 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,171,143 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN BUSINESS ACTIVITIES OF THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAXES. SINCE THE ORGANIZATION DID NOT HAVE ANY SUCH ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024 NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAXES WAS NECESSARY. THE ORGANIZATION IS REQUIRED TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN ON THE MODIFIED CASH BASIS OF REPORTING WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENT OF ASSETS, LIABILITIES AND CHANGES IN NET ASSETS- MODIFIED CASH BASIS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MERCHANDISE SALES 116,427. ROYALTIES -72. ROUNDING 14. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MERCHANDISE SALES 116,427. ROYALTIES -72. ROUNDING 1. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CLIFTON | PersonNm |
| Title | COO/ CFO / SECRETARY / VICE PRESIDEN | TitleTxt |
| Base Compensation Filing Org | $137,825 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,366 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $52,800 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $199,991 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $256,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BLUE BOOK VALUE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,407,883 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CLASSROOM ITEMS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $89,662 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, 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, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY A CPA FIRM. THE COMPLETED 990 IS THROROUGHLY REVIEWED BY THE PRESIDENT. A COPY IS MADE AVAILABLE TO EACH BOARD MEMBER FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS INDEPENDENTLY ESTABLISH ALL COMPENSATION. IN DOING SO THEY EXERCISE DUE DILIGNECE 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 DETERMIN 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, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE BOARD MEMBERS 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 XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWISE ACADEMY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWISE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIFEWISE FOUNDATION | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 991437558 | EIN |
| Primary Activities | SUPPORT LIFEWISE INC. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWISE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIFEWISE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $250,000 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
Comments