2025-12-04T10:00:36-06:00 2025-06-30 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990 2024-07-01 454002535 LIFEWISE INC LIFE 6143501722 3940 LYMAN DR HILLIARD OH 43026 STEVE CLIFTON COO/CFO/VP/SECRETARY 6143501722 2025-12-02 1 1 MELISSA DUNKLE CPA P01380769 6148898725 2025-12-02 2024 2025-03-06 01:10:19Z X STEVE CLIFTON 3940 LYMAN DR HILLIARD OH 43026 53314873 0 X WWW.LIFEWISE.ORG X 2012 OH 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. 6 5 1329 10000 0 0 33722992 34487814 692977 658257 864231 3869122 50506 264383 35330706 39279576 0 0 0 0 10443794 18089913 0 0 2789661 7613863 10081230 18057657 28171143 17273049 11108433 24856848 34919739 0 1913321 24856848 33006418 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. 0 0 2459163 797301 CONDUCTED HIGH SCHOOL AND MIDDLE SCHOOL ASSEMBLIES THROUGHOUT THE MIDWEST AND EASTERN US 11323872 CONDUCTED RELEASE TIME BIBLE EDUCATION IN SCHOOLS THROUGHOUT THE US 7733224 HELD OUTREACH EVENTS TO SHARE THE GOSPEL THROUGHOUT THE MIDWEST AND EASTERN US 21516259 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 75 0 1 1329 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X STEVE CLIFTON 6143501722 3940 LYMAN DR HILLIARD OH 43026 JOEL PENTON CEO / PRESIDENT 60.00 X X 40333 0 79966 STEVE HUBBARD CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 TIM STOLLER BOARD MEMBER 2.00 X 0 0 0 DAVE KIRKEY BOARD MEMBER 2.00 X 0 0 0 JUSTIN KERSHAW BOARD MEMBER 2.00 X 0 0 0 BRAD HULLS BOARD MEMBER 2.00 X 0 0 0 STEVE CLIFTON COO/ CFO / SECRETARY / VICE PRESIDENT 60.00 X 137825 0 62166 DEREK STEMEN VP OF ADVANCEMENT 60.00 X 125558 0 12919 JEFFREY PETERSON VP OF OPERATIONS 60.00 X 105577 0 14224 409293 0 169275 3 0 1 0 GIOFFRE COMPANIES INC 6262 EITERMAN RD DUBLIN OH 43016 CONSTRUCTION SERVICES 3720506 HOUSERIGHT 961 BEASLEY ST LEXINGTON KY 40509 AV EQUIPMENT 2005160 ASHBROOK BYRNE KRESGE LLC 1554 POLARIS PARKWAY STE 325 COLUMBUS OH 43240 LEGAL SERVICES 106165 3 34487814 4754298 34487814 PERFORMANCE FEES 900099 611771 611771 SPECIAL EVENTS 900099 46486 46486 658257 529653 529653 17530 17530 428 -428 -428 -428 17257911 13918442 3339469 3339469 3339469 224664 116427 108237 108237 MISCELLANEOUS 900099 139044 139044 139044 39279576 797301 0 3994461 320290 256232 35232 28826 15526978 12421582 1707968 1397428 253431 202745 27877 22809 717289 573831 78902 64556 1271925 1017540 139912 114473 166950 123543 43407 39300 29082 10218 208000 153920 54080 610928 452087 158841 771627 733046 38581 530685 392707 137978 531428 393257 138171 607115 449265 157850 1703811 1363049 340762 924494 462247 462247 9885 7315 2570 OPERATIONS 2345163 1172582 351774 820807 CLASSROOMS 834870 834870 PERFORMANCE & TEACHING 517600 263976 253624 DUES & SUBSCRIPTIONS 224819 166366 58453 54555 47017 7538 28171143 21516259 3865223 2789661 8917972 12254405 0 1079522 0 143881 15884746 1693027 2445148 14191719 10688546 7250212 2805182 0 24856848 34919739 0 1913321 0 1913321 X 24856848 33006418 24856848 33006418 24856848 34919739 11108433 -2520123 -438740 0 X X 0 1 X 1 0 X 1766841 6070163 13270526 33722993 34483156 89313679 1766841 6070163 13270526 33722993 34483156 89313679 2834276 86479403 48922 741140 419802 1209864 90523543 1865116 0.95530 0.97740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208000 208000 25180902 25388902 1000000 250000 0 0 1000000 1000000 1500000 208000 208000 250000 250000 375000 PART I-A, LINE 1: 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. 383084 383084 2906307 130741 2775566 4915123 4915123 2208882 122790 2086092 5471350 1439496 4031854 14191719 X 38178053 -2520123 1302231 116369 -1101523 39279576 0 39279576 29589730 1302231 116356 1418587 28171143 0 28171143 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. X 1 1 X 0 0 0 0 0 0 0 0 0 STEVE CLIFTON COO/ CFO / SECRETARY / VICE PRESIDEN 137825 0 0 0 0 0 9366 0 52800 0 199991 0 0 0 X 36 256745 BLUE BOOK VALUE X 8 4407883 FMV X CLASSROOM ITEMS 0 89662 FMV 0 0 0 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. LIFEWISE ACADEMY LLC REAL ESTATE OH LIFEWISE INC THE LIFEWISE FOUNDATION 5375 GRACE STREET HILLIARD OH 43026 991437558 SUPPORT LIFEWISE INC. OH 501C3 LINE 12A, I LIFEWISE INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE LIFEWISE FOUNDATION B 250000 ACTUAL