Civic Intelligence

The Lifespace Foundation

990 • Fiscal year 2016 • EIN 42-1370848

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 23, 2017

Organization ProfileN/A
4201 Corporate DriveWest Des Moines, IA 50266

(515) 288-5805

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.62x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-123%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

97th percentile

$740,229

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 68.8% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$5,882,827

Down $1,085,080 (-16%) from 2015

Net Assets

Down

$5,217,365

Down $1,281,966 (-20%) from 2015

Liabilities

Up

$665,462

Up $196,886 (+42%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin3rd percentile

Revenue

Up

$1,075,853

Up $101,555 (+10%) from 2015

Expenses

Up

$2,402,210

Up $1,763,232 (+276%) from 2015

Net Income

Down

-$1,326,357

Down $1,661,677 (-496%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2016

Assets$5,882,827
Liabilities$665,462
Net Assets$5,217,365
Open 2016 Filing

Operations Trend

Revenue Growth68th 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

2016

Revenue$1,075,853
Expenses$2,402,210
Net Income-$1,326,357
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 23, 2017
Return Version
2016v3.0
Gross Receipts
$5,562,928
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$6,010,464$5,026,236▼ $984,228
Pledges and Grants Receivable$673,678$672,297▼ $1,381
Cash and Non-Interest-Bearing Accounts$283,765$184,294▼ $99,471
Total Assets$6,967,907$5,882,827▼ $1,085,080
Liabilities
Other Liabilities$356,054$319,602▼ $36,452
Deferred Revenue-$305,375-
Accounts Payable and Accrued Expenses$112,522$40,485▼ $72,037
Total Liabilities$468,576$665,462▲ $196,886
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,436,922$5,160,856▼ $1,276,066
Permanently Rstr Net Assets$57,387$51,487▼ $5,900
Unrestricted Net Assets$5,022$5,022→ $0
Total Net Assets Fund Balance$6,499,331$5,217,365▼ $1,281,966
Total Liabilities and Net Assets / Fund Balance$6,967,907$5,882,827▼ $1,085,080

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,974,749--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
E Laverne EppDirector & Chair$44,250$44,250
Ann a Wagner-hauserDirector$35,500$35,500
Donald W BourneDirector$35,500$35,500
John J KaduceDirector$35,500$35,500
Paula J ShivesDirector$35,500$35,500
Robert C KehmDirector$35,500$35,500
Rita M DragonetteDirector & Vice-chair$20,500$20,500
Ana DutraDirector$15,000$15,000
Neal YanofskyDirector$15,000$15,000
Patrick SpanglerDirector$15,000$15,000

Board Members and Trustees

NameTitle
M Sloan BentleyPresident, CEO & Director
Jodi HirschSenior VP & GENERAL Counsel
Larry M SmithSenior VP, CFO & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$825,262
Program Service Revenue
$0
Investment Income
$250,591
Other Revenue
$0
All Other Contributions
$556,066
Change in Net Assets
$-1,326,357

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,075,853
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$414,123
Total Revenue per Audited Statements
$1,489,976
Total Revenue per Form 990
$1,075,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,273,087
Other Expenses$129,123
Total Fundraising Expense$15,644
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,088,779--$2,088,779
Grants to Domestic Individuals$184,308--$184,308
Fees for Services Management-$66,667-$66,667
Fees for Services Accounting-$22,010-$22,010
Advertising--$15,644$15,644
Fees for Services Legal-$1,326-$1,326
Fees for Services Other-$751-$751
Other Expenses-$338-$338
Office Expenses-$225-$225
Total Functional Expenses$2,273,087$113,479$15,644$2,402,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,771,942
Expenses per Audited Statements$2,402,210
Total Expenses per Form 990$2,402,210
Expenses Not Reported on Form 990$369,732
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Morgan Stanley Global Impact Funding Trust IncNew York, NY501(c)(3)Distribution of Brede-Wilkins Scholarship Fund$1,890,102
Lifespace Communities IncWest Des Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$156,737
Deerfield Retirement Community IncUrbandale, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Community$41,940
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$319,602
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 11B

“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 2016, 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
4201 Corporate Drive, West Des Moines, IA 50266

Signing Officer

Name
Larry M Smith
Title
Senior VP, CFO & Treasurer
Phone
5152885805
Signed
2017-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Sloan Bentley
Formed
1991
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
156

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 -56,353. Change in value of charitable remainder trust -5,900. Losses on uncollectible pledges -134,320.”

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, 2016 and 2015, 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, 2013 through december 31, 2015.”

Part XI, Line 2D - Other Adjustments:

“Loss - change in value of charitable remainder trust -5,900.”

Part XII, Line 2D - Other Adjustments:

“Loss - change in actuarial obligations for gift annuities 56,353. Losses on uncollectible pledges 134,320.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt335500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt435500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt515000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt615000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt715000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt835500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt944250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10713237
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11361678
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12294401
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT, CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11Senior VP, CFO & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Senior VP & GENERAL Counsel
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0115091
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt02273087
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0184308
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0184308
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02088779
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02088779
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04602166
IRS990/GrossReceiptsAmt05562928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0135500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0135500
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06010464
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05026236
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04487075
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/NetAssetsOrFundBalancesBOYAmt06499331
IRS990/NetAssetsOrFundBalancesEOYAmt05217365
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0115091
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0115091
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0240964
IRS990/NoncashContributionsAmt04915
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0225
IRS990/OfficeExpensesGrp/TotalAmt0225
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-196573
IRS990/OtherExpensesGrp/Desc0Software Expense
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2LICENSES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019833
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2338
IRS990/OtherExpensesGrp/TotalAmt019833
IRS990/OtherExpensesGrp/TotalAmt12329
IRS990/OtherExpensesGrp/TotalAmt2338
IRS990/OtherLiabilitiesGrp/BOYAmt0356054
IRS990/OtherLiabilitiesGrp/EOYAmt0319602
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt057387
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt051487
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0673678
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0672297
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0M SLOAN BENTLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0704298
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0489165
IRS990/PYInvestmentIncomeAmt0270000
IRS990/PYOtherExpensesAmt0149813
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0335320
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0638978
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0974298
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1326357
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0269196
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/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0180170
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt143940
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0224110
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/DonatedServicesAndUseFcltsAmt0179059
IRS990ScheduleD/DonatedServicesUseFcltsAmt0179059
IRS990ScheduleD/ExpensesNotReportedAmt0369732
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02402210
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0240964
IRS990ScheduleD/OtherExpensesIncludedAmt0190673
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0319602
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherRevenueAmt0-5900
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt051487
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14974749
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN POOLED COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0414123
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01075853
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, 2016 AND 2015, 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, 2013 THROUGH DECEMBER 31, 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS - CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -5,900.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS - CHANGE IN ACTUARIAL OBLIGATIONS FOR GIFT ANNUITIES 56,353. LOSSES ON UNCOLLECTIBLE PLEDGES 134,320.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05026236
IRS990ScheduleD/TotalExpensesPerForm990Amt02402210
IRS990ScheduleD/TotalLiabilityAmt0319602
IRS990ScheduleD/TotalRevenuePerForm990Amt01075853
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01489976
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02771942
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0183308
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE HARDSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt089
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0156737
IRS990ScheduleI/RecipientTable/CashGrantAmt141940
IRS990ScheduleI/RecipientTable/CashGrantAmt21890102
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(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 COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Distribution of Brede-Wilkins Scholarship Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Morgan Stanley Global Impact Funding Trust Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0421068850
IRS990ScheduleI/RecipientTable/RecipientEIN1421508960
IRS990ScheduleI/RecipientTable/RecipientEIN2527082731
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04201 Corporate Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt113731 HICKMAN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21177 6th Ave No 41FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0West Des Moines
IRS990ScheduleI/RecipientTable/USAddress/CityNm1URBANDALE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2New York
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,882,827
Liabilities
$665,462
Net assets
$5,217,365
Revenue
$1,075,853
Expenses
$2,402,210
Net income
-$1,326,357
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