DEERFIELD RETIREMENT COMMUNITY INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

JESSE JANTZEN

Phone

5152885805

Tax Period

2021-01-01 to 2021-12-31

DEERFIELD RETIREMENT COMMUNITY INC, founded in 2000, is a mid-sized nonprofit that reported $73.5M in total revenue in fiscal year 2021. Revenue surged 376% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62.3M, a strong 85% operating margin.

Mission

CREATING COMMUNITIES CELEBRATING THE LIVES OF SENIORS. LIFESPACE RECOGNIZES THAT ITS MISSION CAN ONLY BE FULFILLED THROUGH THE DEDICATED EFFORTS OF ITS EMPLOYEES, THEREFORE, INCLUDED IN OUR MISSION IS THE ABILITY TO PROVIDE DISASTER RELIEF FUNDS TO EMPLOYEES WHO ENCOUNTER CIRCUMSTANCES RECOGNIZED BY FEDERAL AND STATE AGENCIES AS QUALIFYING FOR EMERGENCY DISASTER RELIEF.

Program Service Accomplishments

Program 1

Expenses: $9,439,556 Revenue: $7,994,813

TO PROVIDE APARTMENTS AND HEALTH CARE FOR RETIRED PERSONS. RESIDENTS PAY AN INITIAL ENTRANCE FEE AND MONTHLY FEES THEREAFTER WHICH ENTITLE THEM TO USE OF THE COMMUNITY FOR LIFE AND UNLIMITED USE OF...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $36,678,833

Program Service Revenue $7,994,813

Investment Income $28,806,741

Other Revenue $0

TOTAL REVENUE $73,480,387

Expense Breakdown

Grants Paid $53,900

Salaries & Benefits $3,523,182

Fundraising Expenses $0

Program Expenses $9,439,556

Other Expenses $7,595,685

TOTAL EXPENSES $11,172,767

Year-over-Year Comparison

	2021	2020	Change
Revenue	$73,480,387	$15,433,133	+3.8%
Expenses	$11,172,767	$17,751,208	-0.4%
Net Income	$62,307,620	$-2,318,075	-27.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

203

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,769,904

Total Directors

$1,598,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE JANTZEN	PRESIDENT & CEO & DIRECTOR	2.00	Officer Director	$0	$15,857	$927,345
NICK HARSHIELD	SVP & CFO	2.00	Officer	$0	$15,653	$478,586
SANDRA PARKER	GENERAL COUNSEL & SECRETARY (JUL-DEC)	2.00	Officer Director	$0	$2,387	$288,973
JAMES ROBINSON	EXECUTIVE DIRECTOR	40.00	Highest	$279,192	$24,621	$303,813
NEAL YANOFSKY	DIRECTOR & CHAIR	2.00	Officer Director	$0	$0	$40,000
LAVERNE EPP	DIRECTOR	2.00	Director	$0	$0	$36,000
ROBERT KEHM	DIRECTOR	2.00	Director	$0	$0	$36,000
ANA DUTRA	DIRECTOR	2.00	Director	$0	$0	$36,000
PATRICK SPANGLER	DIRECTOR	2.00	Director	$0	$0	$36,000
VENITA FIELDS	DIRECTOR	2.00	Director	$0	$0	$36,000
PAULA J SHIVES	DIRECTOR	2.00	Officer Director	$0	$0	$35,000
JOYCE DARKEY-HRINYA	DIRECTOR	2.00	Director	$0	$0	$30,000
LAURIE DOTTER	DIRECTOR	2.00	Director	$0	$0	$30,000
SCOTT COLLIER	DIRECTOR	2.00	Director	$0	$0	$30,000
SUE DELVAUX	DIRECTOR	2.00	Director	$0	$0	$22,500
WILLIAM RICH	DIRECTOR (THRU APRIL)	2.00	Director	$0	$0	$15,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$73,480,387	$11,172,767	$33,475	$62,307,620
2020	$15,433,133	$17,751,208	$56,997,118	$-2,318,075
2019	$15,762,021	$18,249,803	$60,498,448	$-2,487,782
2018	$14,433,560	$18,342,597	$63,228,637	$-3,909,037