Civic Intelligence

The Lifespace Foundation

990 • Fiscal year 2014 • EIN 42-1370848

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization ProfileN/A
100 East Grand Avenue No 200Des Moines, IA 50309

(515) 288-5805

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.10x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.58x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

26th percentile

-3.5%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$1,265,047

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 105.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

9.1%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$7,224,994

Up $274,190 (+3.9%) from 2013

Net Assets

Up

$6,528,575

Up $235,969 (+3.7%) from 2013

Liabilities

Up

$696,419

Up $38,221 (+5.8%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin26th percentile

Revenue

Up

$1,197,936

Up $100,040 (+9.1%) from 2013

Expenses

Up

$1,240,154

Up $269,892 (+28%) from 2013

Net Income

Down

-$42,218

Down $169,852 (-133%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $6,849,807Liabilities 2011: $739,706Net Assets 2011: $6,110,1012011Assets 2012: $7,077,120Liabilities 2012: $738,374Net Assets 2012: $6,338,7462012Assets 2013: $6,950,804Liabilities 2013: $658,198Net Assets 2013: $6,292,6062013Assets 2014: $7,224,994Liabilities 2014: $696,419Net Assets 2014: $6,528,5752014Assets 2015: $6,967,907Liabilities 2015: $468,576Net Assets 2015: $6,499,3312015Assets 2016: $5,882,827Liabilities 2016: $665,462Net Assets 2016: $5,217,3652016Assets 2017: $6,995,293Liabilities 2017: $588,415Net Assets 2017: $6,406,8782017Assets 2018: $6,149,799Liabilities 2018: $252,279Net Assets 2018: $5,897,5202018Assets 2019: $7,080,448Liabilities 2019: $164,841Net Assets 2019: $6,915,6072019Assets 2020: $8,274,797Liabilities 2020: $133,682Net Assets 2020: $8,141,1152020Assets 2021: $10,594,688Liabilities 2021: $170,587Net Assets 2021: $10,424,1012021Assets 2022: $9,308,241Liabilities 2022: $1,223,425Net Assets 2022: $8,084,8162022Assets 2023: $8,262,639Liabilities 2023: $52,359Net Assets 2023: $8,210,2802023Assets 2024: $9,046,730Liabilities 2024: $102,252Net Assets 2024: $8,944,4782024

Highlighted filing

2014

Assets$7,224,994
Liabilities$696,419
Net Assets$6,528,575
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,187,968Expenses 2011: $919,006Net Income 2011: $268,9622011Revenue 2012: $940,115Expenses 2012: $750,101Net Income 2012: $190,0142012Revenue 2013: $1,097,896Expenses 2013: $970,262Net Income 2013: $127,6342013Revenue 2014: $1,197,936Expenses 2014: $1,240,154Net Income 2014: -$42,2182014Revenue 2015: $974,298Expenses 2015: $638,978Net Income 2015: $335,3202015Revenue 2016: $1,075,853Expenses 2016: $2,402,210Net Income 2016: -$1,326,3572016Revenue 2017: $1,458,654Expenses 2017: $426,767Net Income 2017: $1,031,8872017Revenue 2018: $1,433,215Expenses 2018: $1,176,078Net Income 2018: $257,1372018Revenue 2019: $1,109,561Expenses 2019: $731,675Net Income 2019: $377,8862019Revenue 2020: $1,482,451Expenses 2020: $504,306Net Income 2020: $978,1452020Revenue 2021: $4,860,714Expenses 2021: $3,084,503Net Income 2021: $1,776,2112021Revenue 2022: $3,684,311Expenses 2022: $4,577,501Net Income 2022: -$893,1902022Revenue 2023: $4,758,724Expenses 2023: $4,804,763Net Income 2023: -$46,0392023Revenue 2024: $4,687,671Expenses 2024: $4,392,545Net Income 2024: $295,1262024

Highlighted filing

2014

Revenue$1,197,936
Expenses$1,240,154
Net Income-$42,218
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$2,245,406
Mission and Program Overview

Mission

The foundation's mission is to raise and invest funds to further the charitable purposes of lifespace communities, inc. And its individual communities as well as deerfield retirement community, inc.

The primary exempt purpose of the foundation is to raise and invest funds to further the charitable purposes of lifespace communities, inc. And its individual communities as well as deerfield retirement community, inc. And lifespace dg, llc. Such charitable purpose includes benevolent care to seniors and the provision of emergency funds to employees in the event of disaster or hardship event.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,090,972$4,829,711▼ $261,261
Investments in Publicly Traded Securities$934,018$1,085,450▲ $151,432
Pledges and Grants Receivable$620,450$759,050▲ $138,600
Cash and Non-Interest-Bearing Accounts$280,923$550,783▲ $269,860
Accounts Receivable$24,441--
Total Assets$6,950,804$7,224,994▲ $274,190
Liabilities
Other Liabilities$568,219$374,838▼ $193,381
Accounts Payable and Accrued Expenses$89,979$321,581▲ $231,602
Total Liabilities$658,198$696,419▲ $38,221
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,234,030$6,465,329▲ $231,299
Permanently Rstr Net Assets$53,554$58,224▲ $4,670
Unrestricted Net Assets$5,022$5,022→ $0
Total Net Assets Fund Balance$6,292,606$6,528,575▲ $235,969
Total Liabilities and Net Assets / Fund Balance$6,950,804$7,224,994▲ $274,190

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,771,487--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Jodi HirschVice President & General Counsel$62,458$62,458
Robert C KehmDirector & Chair$44,500$44,500
William R CookDirector$36,500$36,500
Ann a Wagner-hauserDirector$36,250$36,250
E Laverne EppDirector & Vice-chair$36,250$36,250
Donald W BourneDirector$34,500$34,500
Rita M DragonetteDirector$34,500$34,500
Paula J ShivesDirector$32,500$32,500
John J KaduceDirector$30,500$30,500
Sydney J CoderCorporate Secretary$17,011$17,011

Board Members and Trustees

NameTitle
M Sloan BentleyPresident/CEO/director
Scott M HarrisonPrior President/CEO/director
Joeilynn LeonhardtVice President - Hr
Kimberly HulettVice President - Marketing
Larry M SmithVice Pres/CFO & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,036,838
Program Service Revenue
$0
Investment Income
$161,098
Other Revenue
$0
All Other Contributions
$983,905
Change in Net Assets
$-42,218

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$16,879Fair Market Value (FMV) on Donation Date
Other Non Cash Contri Table6$10,427Fair Market Value (FMV) on Donation Date
Other Non Cash Contri Table1$4,670End-of-year Pres Val
Total Noncash Contributions11$31,976-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,197,936
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$179,818
Total Revenue per Audited Statements
$1,377,754
Total Revenue per Form 990
$1,197,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,056,377
Other Expenses$183,777
Total Fundraising Expense$43,934
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$655,851--$655,851
Grants to Domestic Individuals$400,526--$400,526
Fees for Services Management-$97,923-$97,923
Advertising--$13,934$13,934
Fees for Services Accounting-$10,535-$10,535
Fees for Service Investment Mgmnt Fees-$2,774-$2,774
Office Expenses-$1,397-$1,397
Fees for Services Other-$594-$594
Other Expenses-$204$30,000$204
Total Functional Expenses$1,056,377$139,843$43,934$1,240,154

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,240,154
Total Expenses per Form 990$1,240,154
Total Expenses per Audited Statements$1,141,785
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-98,369
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lifespace Communities IncDes Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$599,267
Deerfield Retirement Community IncUrbandale, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$46,157
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuity Obligations$374,838
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Lifespace communities, inc. Is the sole member of the lifespace foundation.”

Form 990, Part VI, Section A, Line 7A

“Lifespace communities, inc. Has the authority to elect the members of the governing body of the lifespace foundation. Presently, the boards of both organizations are identical.”

Form 990, Part VI, Section B, Line 11

“Management performs a thorough review of the form 990. The audit committee of the board of directors reviews and approves the form 990 prior to filing. Any concerns or suggestions identified by the audit committee are reported to the full board of directors. A copy of the form 990 will be distributed to the entire board of directors prior to filing. Members of the board of directors direct any questions or concerns to the chief financial officer to be resolved prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Officers and members of the board of directors of the lifespace foundation and all related organizations must conduct their personal affairs in such a manner as to avoid any possible conflicts of interest with duties and responsibilities as officers and members of the board of directors. All new board members and officers are required to complete a conflicts of interest statement. This is reviewed by the management development committee of the board of directors for approval. Officers and members of the board of directors annually are required to complete a conflicts of interest statement. These statements are reviewed by the management development committee to determine if any conflicts of interest exist prior to reappointment to the board and officer positions. Any director having a conflict of interest shall not vote or use his or her personal influence on the matter, and shall not be counted in determining the quorum for the meeting. The minutes of the meeting shall reflect that a disclosure was made, the abstention from voting, and the quorum situation.”

Form 990, Part VI, Section B, Line 15

“Compensation for officers and directors is reviewed by the management development committee annually. An outside consultant is used every other year to determine the reasonableness of officer and director compensation. A report is provided to the board of directors by the consultant. In years when an outside consultant is not used, the management development committee reviews survey information to determine the reasonableness of officer and director compensation. The board of directors approves the annual compensation based on these reviews. Officers for which this process is used are the ceo, coo and cfo. The salaries and benefits listed contain the total salaries and benefits paid to each individual through lifespace communities, inc. And all related entities. For the fiscal year 2014, no salaries or benefits were paid directly from the lifespace foundation.”

Form 990, Part VI, Section C, Line 19

“Requests from third parties for governing documents, conflict of interest policy and financial statements are referred to the chief financial officer. Annual returns and the application for exemption are made available for public inspection and are provided to individuals who request them. Copies are provided within 30 days of a written request or the same day if requested in person.”

Filing and Contact Details

Filer

Filer Name
The Lifespace Foundation
EIN
42-1370848
Phone
5152885805
Address
100 EAST GRAND AVENUE NO 200, DES MOINES, IA 50309

Signing Officer

Name
Larry M Smith
Title
Vice President & CFO
Phone
5152885805
Signed
2015-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Sloan Bentley
Formed
1991
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
73

Preparer

Firm
Denman & Company Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Bruce Cahill
Phone
5152258400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial obligations for gift annuities 98,369.”

FORM 990, PART XII, LINE 2C:

“The process of overseeing the audit and selecting an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has been granted an exemption from federal income tax under section 501(c)(3) of the internal revenue code and has been designated as a publicly supported organization (rather than a private foundation). The foundation evaluates tax positions taken or expected to be taken in the course of preparing its tax returns to determine whether it is "more likely than not" that each tax position would be sustained upon examination by a taxing authority based on the technical merits of the position. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense in the current year. As of or during the years ended december 31, 2014 and 2013, the foundation has not recorded any such tax benefit or expense in the accompanying financial statements. No examinations are in progress or anticipated at this time. The foundation's federal income tax returns are open to examination for the years ended december 31, 2011 through december 31, 2013.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Gain - change in actuarial obligations for gift annuities -98,369.”

Raw XML AppendixShowing 400 of 733 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt089979
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0321581
IRS990/AccountsReceivableGrp/BOYAmt024441
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO RAISE AND INVEST FUNDS TO FURTHER THE CHARITABLE PURPOSES OF LIFESPACE COMMUNITIES, INC. AND ITS INDIVIDUAL COMMUNITIES AS WELL AS DEERFIELD RETIREMENT COMMUNITY, INC. AND LIFESPACE DG, LLC. SUCH CHARITABLE PURPOSE INCLUDES BENEVOLENT CARE TO SENIORS AND THE PROVISION OF EMERGENCY FUNDS TO EMPLOYEES IN THE EVENT OF DISASTER OR HARDSHIP EVENT.
IRS990/AdvertisingGrp/FundraisingAmt013934
IRS990/AdvertisingGrp/TotalAmt013934
IRS990/AllOtherContributionsAmt0983905
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JASON BULS
IRS990/BooksInCareOfDetail/PhoneNum05152885805
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 EAST GRAND AVENUE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050309
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0280923
IRS990/CashNonInterestBearingGrp/EOYAmt0550783
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01036838
IRS990/CYGrantsAndSimilarPaidAmt01056377
IRS990/CYInvestmentIncomeAmt0161098
IRS990/CYOtherExpensesAmt0183777
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-42218
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01240154
IRS990/CYTotalFundraisingExpenseAmt043934
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01197936
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RAISE AND INVEST FUNDS TO FURTHER THE CHARITABLE PURPOSES OF LIFESPACE COMMUNITIES, INC. AND ITS INDIVIDUAL COMMUNITIES AS WELL AS DEERFIELD RETIREMENT COMMUNITY, INC. AND LIFESPACE DG, LLC. SUCH CHARITABLE PURPOSE INCLUDES BENEVOLENT CARE TO SENIORS AND THE PROVISION OF EMERGENCY FUNDS TO EMPLOYEES IN THE EVENT OF DISASTER OR HARDSHIP EVENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01056377
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010535
IRS990/FeesForServicesAccountingGrp/TotalAmt010535
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt097923
IRS990/FeesForServicesManagementGrp/TotalAmt097923
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0594
IRS990/FeesForServicesOtherGrp/TotalAmt0594
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02774
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02774
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt812.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt942.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1042.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1442.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt912223
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1027270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1126567
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226176
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN J KADUCE
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT M HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN A WAGNER-HAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD W BOURNE
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM R COOK
IRS990/Form990PartVIISectionAGrp/PersonNm5PAULA J SHIVES
IRS990/Form990PartVIISectionAGrp/PersonNm6RITA M DRAGONETTE
IRS990/Form990PartVIISectionAGrp/PersonNm7E LAVERNE EPP
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT C KEHM
IRS990/Form990PartVIISectionAGrp/PersonNm9M SLOAN BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10LARRY M SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11JOEILYNN LEONHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm12KIMBERLY HULETT
IRS990/Form990PartVIISectionAGrp/PersonNm13SYDNEY J CODER
IRS990/Form990PartVIISectionAGrp/PersonNm14JODI HIRSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt030500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11255484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt236250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt334500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt436500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt532500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt634500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt736250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt844500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9367314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10294040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11205260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12189805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1317011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1462458
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRIOR PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR & VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRES/CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT - HR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT - MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt13CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT & GENERAL COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt058651
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01056377
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0400526
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0400526
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0655851
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0655851
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01106121
IRS990/GrossReceiptsAmt02245406
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0102447
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102447
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05090972
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04829711
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0934018
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01085450
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01047470
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO RAISE AND INVEST FUNDS TO FURTHER THE CHARITABLE PURPOSES OF LIFESPACE COMMUNITIES, INC. AND ITS INDIVIDUAL COMMUNITIES AS WELL AS DEERFIELD RETIREMENT COMMUNITY, INC. AND LIFESPACE DG, LLC. SUCH CHARITABLE PURPOSE INCLUDES BENEVOLENT CARE TO SENIORS AND THE PROVISION OF EMERGENCY FUNDS TO EMPLOYEES IN THE EVENT OF DISASTER OR HARDSHIP EVENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06292606
IRS990/NetAssetsOrFundBalancesEOYAmt06528575
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt058651
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058651
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0179818
IRS990/NoncashContributionsAmt031976
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01397
IRS990/OfficeExpensesGrp/TotalAmt01397
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt098369
IRS990/OtherExpensesGrp/Desc0BAD PLEDGE EXPENSE
IRS990/OtherExpensesGrp/Desc1LICENSES & FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt030000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024830
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11586
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2204
IRS990/OtherExpensesGrp/TotalAmt030000
IRS990/OtherExpensesGrp/TotalAmt124830
IRS990/OtherExpensesGrp/TotalAmt21586
IRS990/OtherExpensesGrp/TotalAmt3204
IRS990/OtherLiabilitiesGrp/BOYAmt0568219
IRS990/OtherLiabilitiesGrp/EOYAmt0374838
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt053554
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt058224
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0620450
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0759050
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0M SLOAN BENTLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0842195
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0849455
IRS990/PYInvestmentIncomeAmt0255701
IRS990/PYOtherExpensesAmt0120807
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0127634
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0970262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01097896
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-42218
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt052933
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DEERFIELD RETIREMENT COMMUNITY, INC. (DEERFIELD) IS NOT SPECIFICALLY LISTED AS A SUPPORTED ORGANIZATION IN THE ARTICLES OF INCORPORATION. THE EXEMPT PURPOSE OF DEERFIELD IS IDENTICAL TO THE EXEMPT PURPOSE OF LIFESPACE COMMUNITIES, INC. (LIFESPACE), ANOTHER SUPPORTED ORGANIZATION. ADDITIONALLY, THE BOARD OF DIRECTORS OF THIS ORGANIZATION, THE LIFESPACE FOUNDATION, IS IDENTICAL TO THAT OF BOTH DEERFIELD AND LIFESPACE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SCHOLARSHIPS ARE MADE AVAILABLE TO EMPLOYEES WORKING IN THE COMMUNITIES. SCHOLARSHIPS ARE AWARDED BASED ON AN APPLICATION AND REVIEW PROCESS IMPLEMENTED BY THE LIFESPACE FOUNDATION COMMITTEE AT EACH COMMUNITY. HARDSHIP ASSISTANCE IS MADE AVAILABLE TO EMPLOYEES WORKING IN THE COMMUNITIES. HARDSHIP ASSISTANCE IS AWARDED BASED ON AN APPLICATION AND REVIEW PROCESS IMPLEMENTED BY THE LIFESPACE FOUNDATION COMMITTEE AT EACH COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 6:
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421068850
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1421508960
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc19
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt09128
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt11299
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0599267
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt146157
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0645424
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt0-98369
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01240154
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0179818
IRS990ScheduleD/OtherExpensesIncludedAmt0-98369
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0374838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt058224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14771487
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN POOLED COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0179818
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01197936
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS A PUBLICLY SUPPORTED ORGANIZATION (RATHER THAN A PRIVATE FOUNDATION). THE FOUNDATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING ITS TAX RETURNS TO DETERMINE WHETHER IT IS "MORE LIKELY THAN NOT" THAT EACH TAX POSITION WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. AS OF OR DURING THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THE FOUNDATION HAS NOT RECORDED ANY SUCH TAX BENEFIT OR EXPENSE IN THE ACCOMPANYING FINANCIAL STATEMENTS. NO EXAMINATIONS ARE IN PROGRESS OR ANTICIPATED AT THIS TIME. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS ARE OPEN TO EXAMINATION FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH DECEMBER 31, 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GAIN - CHANGE IN ACTUARIAL OBLIGATIONS FOR GIFT ANNUITIES -98,369.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04829711
IRS990ScheduleD/TotalExpensesPerForm990Amt01240154
IRS990ScheduleD/TotalLiabilityAmt0374838
IRS990ScheduleD/TotalRevenuePerForm990Amt01197936
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01377754
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01141785
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0379097
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt121429
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE HARDSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0231
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt129
IRS990ScheduleI/RecipientTable/CashGrantAmt0599267
IRS990ScheduleI/RecipientTable/CashGrantAmt146157
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt09128
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt11299
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FURNITURE, EQUIPMENT
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1FURNITURE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,224,994
Liabilities
$696,419
Net assets
$6,528,575
Revenue
$1,197,936
Expenses
$1,240,154
Net income
-$42,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.10$8.94$4.69$4.39$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.26$0.05$8.21$4.76$4.80$0.05
2022Detailed filing. Detailed filing data is available for this year.$9.31$1.22$8.08$3.68$4.58$0.89
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.17$10.4$4.86$3.08$1.78
2020Detailed filing. Detailed filing data is available for this year.$8.27$0.13$8.14$1.48$0.50$0.98
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.16$6.92$1.11$0.73$0.38
2018Detailed filing. Detailed filing data is available for this year.$6.15$0.25$5.90$1.43$1.18$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.00$0.59$6.41$1.46$0.43$1.03
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.67$5.22$1.08$2.40$1.33
2015Detailed filing. Detailed filing data is available for this year.$6.97$0.47$6.50$0.97$0.64$0.34
2014Detailed filing. Detailed filing data is available for this year.$7.22$0.70$6.53$1.20$1.24$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.95$0.66$6.29$1.10$0.97$0.13
2012Summary only. Only limited summary data is available for this year.$7.08$0.74$6.34$0.94$0.75$0.19
2011Summary only. Only limited summary data is available for this year.$6.85$0.74$6.11$1.19$0.92$0.27