AUMdb

Lifewise Inc

EIN 454002535 · 501(c)(3) · Public charity · Hilliard, OH · recognized 2013

Assets
$34.9M
Revenue
$39.3M
Expenses
$28.2M
Investment income
$3.9M

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Gioffre Companies Inc Construction services $3,720,506
Houseright Av equipment $2,005,160
Ashbrook Byrne Kresge Llc Legal services $106,165

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Steve Clifton Coo/ cfo / secretary / vice president $137,825 $62,166
Derek Stemen Vp of advancement $125,558 $12,919
Jeffrey Peterson Vp of operations $105,577 $14,224
Joel Penton Ceo / president $40,333 $79,966
Steve Hubbard Chairman of the board $0 $0
Tim Stoller Board member $0 $0
Dave Kirkey Board member $0 $0
Justin Kershaw Board member $0 $0
Brad Hulls Board member $0 $0