Civic Intelligence

The Lifespace Foundation

990 • Fiscal year 2015 • EIN 42-1370848

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 05, 2016

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

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.48x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$700,084

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 71.9% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.6%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$6,967,907

Down $257,087 (-3.6%) from 2014

Net Assets

Down

$6,499,331

Down $29,244 (-0.4%) from 2014

Liabilities

Down

$468,576

Down $227,843 (-33%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin86th percentile

Revenue

Down

$974,298

Down $223,638 (-19%) from 2014

Expenses

Down

$638,978

Down $601,176 (-48%) from 2014

Net Income

Up

$335,320

Up $377,538 (+894%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2015

Assets$6,967,907
Liabilities$468,576
Net Assets$6,499,331
Open 2015 Filing

Operations Trend

Revenue Growth15th 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

2015

Revenue$974,298
Expenses$638,978
Net Income$335,320
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 5, 2016
Return Version
2015v2.1
Gross Receipts
$3,987,753
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 provisions to provide disaster relief and emergency hardship funds to team members who encounter circumstances recognized by federal and state agencies as qualifying for emergency disaster relief.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,829,711$6,010,464▲ $1,180,753
Investments in Publicly Traded Securities$1,085,450--
Pledges and Grants Receivable$759,050$673,678▼ $85,372
Cash and Non-Interest-Bearing Accounts$550,783$283,765▼ $267,018
Total Assets$7,224,994$6,967,907▼ $257,087
Liabilities
Other Liabilities$374,838$356,054▼ $18,784
Accounts Payable and Accrued Expenses$321,581$112,522▼ $209,059
Total Liabilities$696,419$468,576▼ $227,843
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,465,329$6,436,922▼ $28,407
Permanently Rstr Net Assets$58,224$57,387▼ $837
Unrestricted Net Assets$5,022$5,022→ $0
Total Net Assets Fund Balance$6,528,575$6,499,331▼ $29,244
Total Liabilities and Net Assets / Fund Balance$7,224,994$6,967,907▼ $257,087

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,953,077--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
E Laverne EppDirector & Chair$40,500$40,500
Robert C KehmDirector & Prior Chair$35,500$35,500
Ann a Wagner-hauserDirector$34,000$34,000
Donald W BourneDirector$34,000$34,000
Rita M DragonetteDirector & Vice-chair$34,000$34,000
John J KaduceDirector$32,000$32,000
Paula J ShivesDirector$32,000$32,000
Sydney J CoderCorporate Secretary$14,877$14,877
William R CookPrior Director$8,500$8,500

Board Members and Trustees

NameTitle
Scott M HarrisonFormer President & CEO
M Sloan BentleyPresident/CEO/director
Jodi HirschVice President & General Counsel
Sara E HammVice President - Clinical Sales
Joeilynn LeonhardtVice President - Hr
Kimberly HulettVice President - Marketing
Larry M SmithVice Pres/CFO & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$704,298
Program Service Revenue
$0
Investment Income
$270,000
Other Revenue
$0
All Other Contributions
$617,319
Change in Net Assets
$335,320

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 Traded2$30,537Fair Market Value (FMV) on Donation Date
Other Non Cash Contri Table1$-837End-of-year Pres Val
Total Noncash Contributions3$29,700-

Audited Revenue Reconciliation

Revenue per Audited Statements
$974,298
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-193,161
Total Revenue per Audited Statements
$781,137
Total Revenue per Form 990
$974,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$489,165
Other Expenses$149,813
Total Fundraising Expense$10,031
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$253,862--$253,862
Grants to Domestic Individuals$235,303--$235,303
Fees for Services Management-$61,385-$61,385
Fees for Services Accounting-$24,494-$24,494
Advertising--$10,031$10,031
Office Expenses-$2,598-$2,598
Other Expenses-$2,303-$2,303
Fees for Service Investment Mgmnt Fees-$1,573-$1,573
Fees for Services Other-$1,294-$1,294
Total Functional Expenses$489,165$139,782$10,031$638,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$810,381
Expenses per Audited Statements$638,978
Total Expenses per Form 990$638,978
Expenses Not Reported on Form 990$171,403
Expenses Not Reported on Financial Statements$0
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$186,153
Deerfield Retirement Community IncUrbandale, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$67,709
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$356,054
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 risk management & audit committee of the board of directors reviews and approves the form 990 prior to filing. Any concerns or suggestions identified by the risk management & 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 governance & nominating 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 governance & nominating 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 compensation 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 compensation 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 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 2015, 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
2016-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Sloan Bentley
Formed
1991
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
140

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 -71,825.”

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, 2015 and 2014, 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, 2012 through december 31, 2014.”

Part XII, Line 2D - Other Adjustments:

“Loss - change in actuarial obligations for gift annuities 71,825.”

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

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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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt032000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt134000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt234000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt38500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt432000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt534000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt640500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt735500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8688183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9328003
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10218840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11277635
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1214877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13241495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14159311
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15406250
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR & VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR & PRIOR CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRES/CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT - HR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT - MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt12CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT & GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT - CLINICAL SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0138810
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0489165
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0235303
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0235303
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0253862
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0253862
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03152265
IRS990/GrossReceiptsAmt03987753
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0131190
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131190
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04829711
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06010464
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01085450
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03013455
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 PROVISIONS TO PROVIDE DISASTER RELIEF AND EMERGENCY HARDSHIP FUNDS TO TEAM MEMBERS WHO ENCOUNTER CIRCUMSTANCES RECOGNIZED BY FEDERAL AND STATE AGENCIES AS QUALIFYING FOR EMERGENCY DISASTER RELIEF.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06528575
IRS990/NetAssetsOrFundBalancesEOYAmt06499331
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0138810
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0138810
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-292739
IRS990/NoncashContributionsAmt029700
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02598
IRS990/OfficeExpensesGrp/TotalAmt02598
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-71825
IRS990/OtherExpensesGrp/Desc0LICENSES & FEES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12303
IRS990/OtherExpensesGrp/TotalAmt046135
IRS990/OtherExpensesGrp/TotalAmt12303
IRS990/OtherLiabilitiesGrp/BOYAmt0374838
IRS990/OtherLiabilitiesGrp/EOYAmt0356054
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt058224
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt057387
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0759050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0673678
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0M SLOAN BENTLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01036838
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01056377
IRS990/PYInvestmentIncomeAmt0161098
IRS990/PYOtherExpensesAmt0183777
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-42218
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01240154
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01197936
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0335320
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt086979
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. DISASTER RELIEF & EMERGENCY HARDSHIP IS MADE AVAILABLE TO EMPLOYEES WORKING IN THE COMMUNITIES. DISASTER RELIEF & EMERGENCY HARDSHIP 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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421068850
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1421508960
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0291490
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt167709
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0359199
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/DonatedServicesAndUseFcltsAmt099578
IRS990ScheduleD/DonatedServicesUseFcltsAmt099578
IRS990ScheduleD/ExpensesNotReportedAmt0171403
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0638978
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-292739
IRS990ScheduleD/OtherExpensesIncludedAmt071825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0356054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt057387
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15953077
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN POOLED COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-193161
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0974298
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, 2015 AND 2014, 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, 2012 THROUGH DECEMBER 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS - CHANGE IN ACTUARIAL OBLIGATIONS FOR GIFT ANNUITIES 71,825.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06010464
IRS990ScheduleD/TotalExpensesPerForm990Amt0638978
IRS990ScheduleD/TotalLiabilityAmt0356054
IRS990ScheduleD/TotalRevenuePerForm990Amt0974298
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0781137
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0810381
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0233303
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE HARDSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt058
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/RecipientTable/CashGrantAmt0186153
IRS990ScheduleI/RecipientTable/CashGrantAmt167709
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,967,907
Liabilities
$468,576
Net assets
$6,499,331
Revenue
$974,298
Expenses
$638,978
Net income
$335,320
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