Civic Intelligence

The Lifespace Foundation

990 • Fiscal year 2017 • EIN 42-1370848

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

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

39th percentile

0.08x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.40x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

97th percentile

$754,899

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 51.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$6,995,293

Up $1,112,466 (+19%) from 2016

Net Assets

Up

$6,406,878

Up $1,189,513 (+23%) from 2016

Liabilities

Down

$588,415

Down $77,047 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin95th percentile

Revenue

Up

$1,458,654

Up $382,801 (+36%) from 2016

Expenses

Down

$426,767

Down $1,975,443 (-82%) from 2016

Net Income

Up

$1,031,887

Up $2,358,244 (+178%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2017

Assets$6,995,293
Liabilities$588,415
Net Assets$6,406,878
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$1,458,654
Expenses$426,767
Net Income$1,031,887
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$1,962,655
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$5,026,236$6,071,736▲ $1,045,500
Pledges and Grants Receivable$672,297$739,270▲ $66,973
Cash and Non-Interest-Bearing Accounts$184,294$155,946▼ $28,348
Prepaid Expenses and Deferred Charges$0$27,393▲ $27,393
Total Assets$5,882,827$6,995,293▲ $1,112,466
Other Assets Total$0$948▲ $948
Liabilities
Deferred Revenue$305,375$300,000▼ $5,375
Other Liabilities$319,602$285,477▼ $34,125
Accounts Payable and Accrued Expenses$40,485$2,938▼ $37,547
Total Liabilities$665,462$588,415▼ $77,047
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,160,856$6,348,785▲ $1,187,929
Permanently Rstr Net Assets$51,487$53,071▲ $1,584
Unrestricted Net Assets$5,022$5,022→ $0
Total Net Assets Fund Balance$5,217,365$6,406,878▲ $1,189,513
Total Liabilities and Net Assets / Fund Balance$5,882,827$6,995,293▲ $1,112,466

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,018,665--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
E Laverne EppDirector & Chair$45,000$45,000
Paula J ShivesDirector & Vice Chair$36,000$36,000
Robert C KehmDirector$36,000$36,000
Neal YanofskyDirector$34,000$34,000
Patrick SpanglerDirector$34,000$34,000
Donald W BourneDirector$32,000$32,000
John J KaduceDirector$32,000$32,000
Ana DutraDirector$30,000$30,000
Ann a Wagner-hauserDirector (through Aug)$24,500$24,500

Board Members and Trustees

NameTitle
M Sloan BentleyPresident, CEO & Director
Jodi Hirsch Senior VpGeneral Counsel & Secretary
Larry M SmithSenior VP, CFO & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,177,832
Program Service Revenue
$0
Investment Income
$285,036
Other Revenue
$-4,214
All Other Contributions
$877,305
Change in Net Assets
$1,031,887

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
Other Non Cash Contri Table6$14,400Fair Market Value (FMV)
Other Non Cash Contri Table1$11,000Fair Market Value (FMV)
Works of Art3$1,800Fair Market Value (FMV)
Total Noncash Contributions10$27,200-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,621,221
Revenue Not Reported on Financial Statements
$-162,567
Revenue Not Reported on Form 990
$384,458
Other Revenue Adjustments
$-162,567
Total Revenue per Audited Statements
$2,005,679
Total Revenue per Form 990
$1,458,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,768
Other Expenses$178,999
Total Fundraising Expense$18,244
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$220,768--$220,768
Fees for Services Management-$113,805-$113,805
Grants to Domestic Individuals$27,000--$27,000
Fees for Services Accounting-$25,145-$25,145
Advertising--$18,244$18,244
Information Technology-$17,856-$17,856
Office Expenses-$2,886-$2,886
Other Expenses-$1,063-$1,063
Total Functional Expenses$247,768$160,755$18,244$426,767

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$568,398
Total Expenses per Form 990$426,767
Expenses Not Reported on Form 990$389,399
Expenses Not Reported on Financial Statements$247,768
Other Expense Adjustments$247,768
Expenses per Audited Statements$178,999
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lifespace Communities IncWest Des Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$176,680
Deerfield Retirement Community IncWest Des Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities$44,088
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$189,776
Fundraising Gross Income$185,562
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lifespace Golf Classic$420,951$185,562-$185,562
Total Events$420,951$185,562$189,776$-4,214
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$267,370
Payables to Lifespace Communities, Inc.$18,107
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
No
Other officer compensation reviewed
No
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 1

“The executive committee shall consist of the chair of the board, the vice chair of the board, the immediate past chair of the board, the chair of the governance and nominating committee and, as an ex-officio member, the president and chief executive officer. Except as limited herein, and except for responsibilities delegated to another committee, the executive committee shall possess and may exercise all of the powers of the board of directors in the oversight of the business and affairs of the corporation when the board of directors is not in session, except as herein provided. The executive committee shall not have the powers of the board of directors with respect to authorizing distributions; approving dissolution, merger, or the sale, pledge or transfer of all or substantially all of the corporation's assets; electing, appointing, or removing directors or filling vacancies on the board of directors or on any of its committees; or adopting, amending, repealing the articles of incorporation or the bylaws, or the appointment or removal of the president and chief executive officer. The primary purpose of the committee is to enable the board of directors to act where an assembly of a quorum of the board would be impracticable or impossible. The committee also shall serve as an advisor to the president and ceo, providing consultation, support and guidance on an informal basis as requested from time to time, and review and approve board meeting agendas.”

Form 990, Part VI, Section A, Line 6

“Lifespace, 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 throrough 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 and 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 lifespace communities, inc. 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 to 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 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 the 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
2018-10-30
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
135

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Jed Cheney
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial obligations for gift annuities -24,541. Change in charitable remainder trust 1,584. Losses on uncollectible pledges -98,540.”

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, 2017 and 2016, 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, 2014 through december 31, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in charitable remainder trust 1,584.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -162,567.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 162,567. Changes in obligations for gift annuities 24,541. Losses on uncollectible pledges 98,540.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“PROJECT COSTS 247,768.”

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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/ReportableCompFromRltdOrgAmt045000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt136000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt232000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt432000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt536000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt634000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt724500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt834000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9730267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10427500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11336731
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (THROUGH AUG)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT, CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VP, CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11GENERAL COUNSEL & SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0235389
IRS990/FundraisingDirectExpensesAmt0189776
IRS990/FundraisingGrossIncomeAmt0185562
IRS990/GainOrLossGrp/SecuritiesAmt0164969
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0247768
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0220768
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0220768
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0479194
IRS990/GrossReceiptsAmt01962655
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017856
IRS990/InformationTechnologyGrp/TotalAmt017856
IRS990/InvestmentIncomeGrp/ExclusionAmt0120067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0120067
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05026236
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06071736
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0314225
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RAISE 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/NetAssetsOrFundBalancesBOYAmt05217365
IRS990/NetAssetsOrFundBalancesEOYAmt06406878
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0164969
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0164969
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4214
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4214
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0279123
IRS990/NoncashContributionsAmt027200
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02886
IRS990/OfficeExpensesGrp/TotalAmt02886
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0948
IRS990/OtherChangesInNetAssetsAmt0-121497
IRS990/OtherExpensesGrp/Desc0LICENSE & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01063
IRS990/OtherExpensesGrp/TotalAmt01063
IRS990/OtherLiabilitiesGrp/BOYAmt0319602
IRS990/OtherLiabilitiesGrp/EOYAmt0285477
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt051487
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt053071
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0672297
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0739270
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027393
IRS990/PrincipalOfficerNm0M SLOAN BENTLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0825262
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02273087
IRS990/PYInvestmentIncomeAmt0250591
IRS990/PYOtherExpensesAmt0129123
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1326357
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02402210
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01075853
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01031887
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt065138
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
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 SUPPOTED ORGANIZATION IN THE ARTICLES OF INCORPORATION. THE EXEMPT PURPOSE OF DEERFIELD IS IDENTICAL TO THE EXEMPT PURPOSE OF LIFESPACE COMMUNITITES, 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 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, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, 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/SupportAmt0202680
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt145088
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0247768
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0103751
IRS990ScheduleD/DonatedServicesUseFcltsAmt0103751
IRS990ScheduleD/ExpensesNotReportedAmt0389399
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0247768
IRS990ScheduleD/ExpensesSubtotalAmt0178999
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0279123
IRS990ScheduleD/OtherExpensesIncludedAmt0285648
IRS990ScheduleD/OtherExpensesNotIncludedAmt0247768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0267370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYABLES TO LIFESPACE COMMUNITIES, INC.
IRS990ScheduleD/OtherRevenueAmt01584
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-162567
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt053071
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16018665
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN POOLED COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0384458
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-162567
IRS990ScheduleD/RevenueSubtotalAmt01621221
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, 2017 AND 2016, 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, 2014 THROUGH DECEMBER 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CHARITABLE REMAINDER TRUST 1,584.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES -162,567.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 162,567. CHANGES IN OBLIGATIONS FOR GIFT ANNUITIES 24,541. LOSSES ON UNCOLLECTIBLE PLEDGES 98,540.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4PROJECT COSTS 247,768.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06071736
IRS990ScheduleD/TotalExpensesPerForm990Amt0426767
IRS990ScheduleD/TotalLiabilityAmt0285477
IRS990ScheduleD/TotalRevenuePerForm990Amt01458654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02005679
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0568398
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0235389
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0235389
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0189776
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt040344
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt040344
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIFESPACE GOLF CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt058277
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt058277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0420951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0420951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0185562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0185562
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4214
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt059740
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt059740
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt031415
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt031415
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE HARDSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0176680
IRS990ScheduleI/RecipientTable/CashGrantAmt144088
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
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0421068850

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,995,293
Liabilities
$588,415
Net assets
$6,406,878
Revenue
$1,458,654
Expenses
$426,767
Net income
$1,031,887
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