Civic Intelligence

The Lifespace Foundation

990 • Fiscal year 2019 • EIN 42-1370848

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

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

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.15x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$640,095

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 57.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,080,448

Up $930,649 (+15%) from 2018

Net Assets

Up

$6,915,607

Up $1,018,087 (+17%) from 2018

Liabilities

Down

$164,841

Down $87,438 (-35%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin86th percentile

Revenue

Down

$1,109,561

Down $323,654 (-23%) from 2018

Expenses

Down

$731,675

Down $444,403 (-38%) from 2018

Net Income

Up

$377,886

Up $120,749 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$7,080,448
Liabilities$164,841
Net Assets$6,915,607
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$1,109,561
Expenses$731,675
Net Income$377,886
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$1,615,078
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., northwest senior housing corporation, barton creek senior living center, inc. And tarrant county senior living center inc. 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$5,670,416$6,714,949▲ $1,044,533
Pledges and Grants Receivable$400,479$209,146▼ $191,333
Cash and Non-Interest-Bearing Accounts$78,791$156,237▲ $77,446
Total Assets$6,149,799$7,080,448▲ $930,649
Other Assets Total$113$116▲ $3
Liabilities
Other Liabilities$245,084$155,836▼ $89,248
Accounts Payable and Accrued Expenses$7,195$9,005▲ $1,810
Total Liabilities$252,279$164,841▼ $87,438
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,892,498$6,910,585▲ $1,018,087
Net Assets Without Donor Restrictions$5,022$5,022→ $0
Total Net Assets Fund Balance$5,897,520$6,915,607▲ $1,018,087
Total Liabilities and Net Assets / Fund Balance$6,149,799$7,080,448▲ $930,649

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,668,034--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$0$453,569▲ $15,634-$462,253
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Paula J ShivesDirector & Chair$42,000$42,000
E Laverne EppDirector$39,000$39,000
Neal YanofskyDirector & Vice Chair$36,000$36,000
Patrick SpanglerDirector$36,000$36,000
Robert C KehmDirector$36,000$36,000
Ana DutraDirector$34,000$34,000
Venita FieldsDirector$34,000$34,000
Joyce Darkey-hrinyaDirector$30,000$30,000
William RichDirector$22,500$22,500
Laurie DotterDirector$15,824$15,824
Scott CollierDirector$15,824$15,824
Donald W BourneDirector (retired 5/2019)$15,000$15,000

Board Members and Trustees

NameTitle
Larry M SmithInterim President, CEO & CFO
M Sloan BentleyPres. CEO & Director (through 2/2019)
Chris HutflessInterim SVP & General Counsel
Jodi HirschSVP, Gc & Sec. (through 5/2019)
Revenue and Support

Revenue Composition

Contributions and Grants
$734,245
Program Service Revenue
$0
Investment Income
$375,316
Other Revenue
$0
All Other Contributions
$645,823
Change in Net Assets
$377,886

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 Traded3$54,975Fair Market Value (FMV)
Total Noncash Contributions3$54,975-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,109,561
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$961,936
Total Revenue per Audited Statements
$2,071,497
Total Revenue per Form 990
$1,109,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$555,298
Other Expenses$176,377
Total Fundraising Expense$5,266
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$474,952--$474,952
Fees for Services Management-$81,992-$81,992
Grants to Domestic Individuals$80,346--$80,346
Fees for Services Accounting-$46,237-$46,237
Information Technology-$19,582-$19,582
Fees for Services Other-$13,299-$13,299
Advertising--$5,266$5,266
Office Expenses-$1,177-$1,177
Other Expenses-$65-$65
All Other Expenses-$30-$30
Total Functional Expenses$555,298$171,111$5,266$731,675

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,053,410
Expenses per Audited Statements$731,675
Total Expenses per Form 990$731,675
Expenses Not Reported on Form 990$321,735
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Deerfield Retirement Community IncWest Des Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities-
Lifespace Communities IncWest Des Moines, IA501(c)(3)Distribution for Community Approved Projects and Payments on Behalf of Communities-
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
Annuity Obligations$135,289
Payables to Lifespace Communities, Inc.$20,547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Nick Harshfield
Title
Senior Vice President & CFO
Phone
5152885805
Signed
2020-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesse Jantzen
Formed
1991
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
129

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH 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 37,300. Losses on uncollectible pledges -12,232. Change in charitable trust -8,152.”

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, 2019 and 2018, 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, 2016 through december 31, 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in charitable trust -8,152.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Changes in obligations for gift annuities -37,300. Losses on uncollectible pledges 12,231.”

Raw XML AppendixShowing 400 of 797 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07195
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09005
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO RAISE AND INVEST FUNDS TO FURTHER THE CHARITABLE PURPOSES OF LIFESPACE COMMUNITIES, INC. AND ITS INDIVIDUAL COMMUNITIES AS WELL AS DEERFIELD RETIREMENT COMMUNITY, INC., NORTHWEST SENIOR HOUSING CORPORATION, BARTON CREEK SENIOR LIVING CENTER, INC. AND TARRANT COUNTY SENIOR LIVING CENTER INC. 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/AdvertisingGrp/FundraisingAmt05266
IRS990/AdvertisingGrp/TotalAmt05266
IRS990/AllOtherContributionsAmt0645823
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030
IRS990/AllOtherExpensesGrp/TotalAmt030
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIM NEVINS
IRS990/BooksInCareOfDetail/PhoneNum05152885805
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04201 CORPORATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050266
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt078791
IRS990/CashNonInterestBearingGrp/EOYAmt0156237
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0734245
IRS990/CYGrantsAndSimilarPaidAmt0555298
IRS990/CYInvestmentIncomeAmt0375316
IRS990/CYOtherExpensesAmt0176377
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0377886
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0731675
IRS990/CYTotalFundraisingExpenseAmt05266
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01109561
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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., NORTHWEST SENIOR HOUSING CORPORATION, BARTON CREEK SENIOR LIVING CENTER INC., AND TARRANT COUNTY SENIOR LIVING CENTER INC. 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05892498
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06910585
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0555298
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt046237
IRS990/FeesForServicesAccountingGrp/TotalAmt046237
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt081992
IRS990/FeesForServicesManagementGrp/TotalAmt081992
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013299
IRS990/FeesForServicesOtherGrp/TotalAmt013299
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt042.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt342.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt512.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt036186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14271
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt214364
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt35774
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY M SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1M SLOAN BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS HUTFLESS
IRS990/Form990PartVIISectionAGrp/PersonNm3JODI HIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm4PAULA J SHIVES
IRS990/Form990PartVIISectionAGrp/PersonNm5E LAVERNE EPP
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT C KEHM
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK SPANGLER
IRS990/Form990PartVIISectionAGrp/PersonNm8NEAL YANOFSKY
IRS990/Form990PartVIISectionAGrp/PersonNm9ANA DUTRA
IRS990/Form990PartVIISectionAGrp/PersonNm10VENITA FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOYCE DARKEY-HRINYA
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM RICH
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm14LAURIE DOTTER
IRS990/Form990PartVIISectionAGrp/PersonNm15DONALD W BOURNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0603909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1550664
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2220672
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3183147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt442000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt539000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt636000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt736000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt836000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt934000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1034000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1130000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1222500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1315824
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1415824
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1515000
IRS990/Form990PartVIISectionAGrp/TitleTxt0INTERIM PRESIDENT, CEO & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRES. CEO & DIR. (THROUGH 2/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERIM SVP & GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt3SVP, GC & SEC. (THROUGH 5/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR & VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (RETIRED 5/2019)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0131442
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0555298
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt080346
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt080346
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0474952
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0474952
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0636959
IRS990/GrossReceiptsAmt01615078
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019582
IRS990/InformationTechnologyGrp/TotalAmt019582
IRS990/InvestmentIncomeGrp/ExclusionAmt0243874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0243874
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05670416
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06714949
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0505517
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., NORTHWEST SENIOR HOUSING CORPORATION, BARTON CREEK SENIOR LIVING CENTER INC., AND TARRANT COUNTY SENIOR LIVING CENTER INC. 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/NetAssetsOrFundBalancesBOYAmt05897520
IRS990/NetAssetsOrFundBalancesEOYAmt06915607
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0131442
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0131442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0623285
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05022
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05022
IRS990/NoncashContributionsAmt056939
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01177
IRS990/OfficeExpensesGrp/TotalAmt01177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0113
IRS990/OtherAssetsTotalGrp/EOYAmt0116
IRS990/OtherChangesInNetAssetsAmt016916
IRS990/OtherExpensesGrp/Desc0RENT & FACILITY COSTS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2LICENSE & FEES
IRS990/OtherExpensesGrp/Desc3TRAINING AND CONFERENCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05643
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt365
IRS990/OtherExpensesGrp/TotalAmt05643
IRS990/OtherExpensesGrp/TotalAmt11706
IRS990/OtherExpensesGrp/TotalAmt21380
IRS990/OtherExpensesGrp/TotalAmt365
IRS990/OtherLiabilitiesGrp/BOYAmt0245084
IRS990/OtherLiabilitiesGrp/EOYAmt0155836
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0400479
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0209146
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JESSE JANTZEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0971444
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0905594
IRS990/PYInvestmentIncomeAmt0506740
IRS990/PYOtherExpensesAmt0270484
IRS990/PYOtherRevenueAmt0-44969
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0257137
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01176078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01433215
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0377886
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt088422
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 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. NORTHWEST SENIOR HOUSING CORPORATION, BARTON CREEK SENIOR LIVING CENTER INC., AND TARRANT COUNTY SENIOR LIVING CENTER INC. ARE NOT SPECIFICALLY LISTED AS A SUPPORTED ORGANIZATION IN THE ARTICLES OF INCORPORATION. THEY ARE SOLELY OWNED BY LIFESPACE COMMUNITIES, INC., ANOTHER SUPPORTED ORGANIZATION.
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/SupportAmt0347720
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1207578
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIFESPACE COMMUNITIES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD RETIREMENT COMMUNITES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0555298
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-6950
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0453569
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0462253
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015634
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0346803
IRS990ScheduleD/DonatedServicesUseFcltsAmt0346804
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0321735
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0731675
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0623285
IRS990ScheduleD/OtherExpensesIncludedAmt0-25069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120547
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYABLES TO LIFESPACE COMMUNITIES, INC.
IRS990ScheduleD/OtherRevenueAmt0-8152
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt046915
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16668034
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN POOLED COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0961936

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,080,448
Liabilities
$164,841
Net assets
$6,915,607
Revenue
$1,109,561
Expenses
$731,675
Net income
$377,886
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