Totals
- Total revenue
- $4,758,724
- Total expenses
- $4,804,763
- Contributions and grants received
- $4,176,495
- Grants paid
- $4,776,050
- Program services expenses (Part IX)
- $4,776,050
- Management and general expenses
- $28,713
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,776,050
Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LAVERNE EPP
DIRECTOR (THRU 04/2023)
- Total calculated
- $14,333
- From this org
- $0
- From related orgs
- $14,333
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
NEAL YANOFSKY
DIRECTOR
- Total calculated
- $55,000
- From this org
- $0
- From related orgs
- $55,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
ANA DUTRA
DIRECTOR
- Total calculated
- $43,000
- From this org
- $0
- From related orgs
- $43,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
PATRICK SPANGLER
DIRECTOR
- Total calculated
- $43,000
- From this org
- $0
- From related orgs
- $43,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
VENITA FIELDS
DIRECTOR & CHAIR
- Total calculated
- $43,000
- From this org
- $0
- From related orgs
- $43,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
JOYCE DARKEY-HRINYA
DIRECTOR
- Total calculated
- $43,000
- From this org
- $0
- From related orgs
- $43,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
GARY BLACKFORD
DIRECTOR
- Total calculated
- $41,000
- From this org
- $0
- From related orgs
- $41,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
SCOTT COLLIER
DIRECTOR (THRU 04/2023)
- Total calculated
- $11,667
- From this org
- $0
- From related orgs
- $11,667
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
SUE DELVAUX
DIRECTOR (THRU 04/2023)
- Total calculated
- $11,667
- From this org
- $0
- From related orgs
- $11,667
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
DAVID S WILLIAMS III
DIRECTOR
- Total calculated
- $35,000
- From this org
- $0
- From related orgs
- $35,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
JONATHAN SOKEYE
DIRECTOR
- Total calculated
- $35,000
- From this org
- $0
- From related orgs
- $35,000
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
CLYDE STRETCH
DIRECTOR
- Total calculated
- $26,250
- From this org
- $0
- From related orgs
- $26,250
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
AMY MCDONOUGH
DIRECTOR
- Total calculated
- $26,250
- From this org
- $0
- From related orgs
- $26,250
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
CLAUS JENSEN
DIRECTOR
- Total calculated
- $26,250
- From this org
- $0
- From related orgs
- $26,250
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
JENIFER SALAMINO
DIRECTOR
- Total calculated
- $26,250
- From this org
- $0
- From related orgs
- $26,250
- Other
- $0
- Hours/week
- 2 + 2.5 related
-
JESSE JANTZEN
PRESIDENT & CEO
- Total calculated
- $1,415,732
- From this org
- $0
- From related orgs
- $1,372,900
- Other
- $42,832
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $712,577 related
- Bonus
- $0 + $515,666 related
- Other
- $0 + $144,657 related
- Deferred
- $0 + $30,250 related
- Nontaxable benefits
- $0 + $12,582 related
- Filer's total
- $0 + $1,415,732 related
-
NICHOLAS HARSHFIELD
CHIEF FINANCIAL OFFICER
- Total calculated
- $1,007,677
- From this org
- $0
- From related orgs
- $952,088
- Other
- $55,589
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $443,305 related
- Bonus
- $0 + $263,761 related
- Other
- $0 + $245,022 related
- Deferred
- $0 + $46,916 related
- Nontaxable benefits
- $0 + $8,673 related
- Filer's total
- $0 + $1,007,677 related
-
JOSEPH GORMAN
GENERAL COUNSEL
- Total calculated
- $519,377
- From this org
- $0
- From related orgs
- $476,905
- Other
- $42,472
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $334,402 related
- Bonus
- $0 + $99,710 related
- Other
- $0 + $42,793 related
- Deferred
- $0 + $31,250 related
- Nontaxable benefits
- $0 + $11,222 related
- Filer's total
- $0 + $519,377 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION OF THE PRESIDENT AND CEO IS DETERMINED AND PAID BY LIFESPACE COMMUNITIES, INC., A RELATED AFFILIATE. LIFESPACE COMMUNITIES, INC. USED THE FOLLOWING METHODS WHEN DETERMINING COMPENSATION: 1) COMPENSATION COMMITTEE, 2) INDEPENDENT CONSULTANT, 3) FORM 990 OF OTHER ORGANIZATIONS, 4) COMPENSATION SURVEY OR STUDY, AND 5) APPROVAL OF THE BOARD OR COMPENSATION COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$3,019,786
DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
-
DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
-
DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
-
DISTRIBUTION FOR COMMUNITY APPROVED PROJECTS AND PAYMENTS ON BEHALF OF COMMUNITIES
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · IA
Directly controlled by LIFESPACE INC
-
DEERFIELD RETIREMENT COMMUNITY INC
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · IA
Directly controlled by LIFESPACE COMMUNITIES INC
-
501(C)(3) · OWNERSHIP & ADMINSTRATION OF RETIREMENT COMMUNITY PROPERTY · IA
-
501(C)(3) · MANAGEMENT OF RETIREMENT COMMUNITIES · IA
Directly controlled by LIFESPACE INC
-
501(C)(3) · HEALTH SERVICES AND PROGRAMS FOR RETIREMENT COMMUNITIES · IA
Directly controlled by LIFESPACE INC
-
BARTON CREEK SENIOR LIVING CENTER INC
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · TX
Directly controlled by LIFESPACE COMMUNITIES INC
-
NORTHWEST SENIOR HOUSING CORPORATION
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · TX
Directly controlled by LIFESPACE COMMUNITIES INC
-
SENIOR QUALITY LIFESTYLES CORPORATION
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · TX
Directly controlled by LIFESPACE COMMUNITIES INC
-
TARRANT COUNTY SENIOR LIVING CENTER INC
501(C)(3) · OPERATION OF RETIREMENT COMMUNITIES · TX
Directly controlled by LIFESPACE COMMUNITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349304383
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