LIFEWISE INC (EIN 454002535) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

STEVE CLIFTON

Phone

6143501722

Tax Period

2024-07-01 to 2025-06-30

LIFEWISE INC, founded in 2012, is a mid-sized nonprofit in the Youth Development sector that reported $39.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $11.1M, a strong 28% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $34,487,814

Program Service Revenue $658,257

Investment Income $3,869,122

Other Revenue $264,383

TOTAL REVENUE $39,279,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,089,913

Fundraising Expenses $2,789,661

Program Expenses $21,516,259

Other Expenses $10,081,230

TOTAL EXPENSES $28,171,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,279,576	$35,330,706	+0.1%
Expenses	$28,171,143	$18,057,657	+0.6%
Net Income	$11,108,433	$17,273,049	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1329

Volunteers

10000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$320,290

Total Directors

$120,299

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL PENTON	CEO / PRESIDENT	60.00	Officer Director	$40,333	$79,966	$120,299
STEVE HUBBARD	CHAIRMAN OF THE BOARD	2.00	Officer Director	$0	$0	$0
TIM STOLLER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVE KIRKEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JUSTIN KERSHAW	BOARD MEMBER	2.00	Director	$0	$0	$0
BRAD HULLS	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE CLIFTON	COO/ CFO / SECRETARY / VICE PRESIDENT	60.00	Officer	$137,825	$62,166	$199,991
DEREK STEMEN	VP OF ADVANCEMENT	60.00	Highest	$125,558	$12,919	$138,477
JEFFREY PETERSON	VP OF OPERATIONS	60.00	Highest	$105,577	$14,224	$119,801

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$39,279,576	$28,171,143	$34,919,739	$11,108,433
2024	$35,330,706	$18,057,657	$24,856,848	$17,273,049
2023	$13,847,839	$9,469,284	$7,746,203	$4,378,555
2022	$6,516,541	$4,658,857	$3,730,798	$1,857,684
2021	$2,066,131	$1,215,149	$1,763,384	$850,982
2020	$1,907,490	$1,649,502	$889,988	$257,988
2019	$1,652,791	$1,423,784	$610,629	$229,007
2018	$955,167	$942,698	$192,341	$12,469

LIFEWISE INC