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Nonprofiteer
← LA VIDA LLENA

Form 990 for tax year 2024

Filed by LA VIDA LLENA.

What the amendment changed

Compared with the return it replaced , filed 13 August 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$16,423,903 changed to $21,610,282
Total expenses
$13,093,849 changed to $36,534,797
Contributions and grants received
$7,318 changed to $303,511
Program service revenue
$14,767,100 changed to $22,832,303
Investment income
$1,564,185 changed to -$2,193,643
Other revenue
$85,300 changed to $668,111
Total assets, end of year
$147,472,883 changed to $155,752,474
Total liabilities, end of year
$112,447,329 changed to $134,369,713
Net assets or fund balances, end of year
$35,025,554 changed to $21,382,761
Program services expenses
$7,369,161 changed to $27,427,722
Management and general expenses
$5,724,688 changed to $9,107,075
Program service expenses (Part III)
$7,369,161 changed to $27,427,722

Listed only on the earlier return

  • Brad Yablonsky
  • Don Power
  • Linda Givens

Listed only on the later return

  • Blake Wallace
  • Cody Denton
  • Georgiana Go
  • Konrad Van Baalen Executive
  • Linda Givens Executive
  • Lynne Carlberg
  • Maria Cristina Geiger

Listed under a different title

  • Shelly Fritz: DIRECTOR then SECRETARY

Totals

Total revenue
$21,610,282
Total expenses
$36,534,797
Contributions and grants received
$303,511
Grants paid
$0
Program service revenue
$22,832,303
Investment income
-$2,193,643
Other revenue
$668,111
Total assets, end of year
$155,752,474
Total liabilities, end of year
$134,369,713
Net assets or fund balances, end of year
$21,382,761
Program services expenses (Part IX)
$27,427,722
Management and general expenses
$9,107,075
Fundraising expenses
$0
Program service expenses (Part III)
$27,427,722

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $303,511

  • 2a · Program service revenue: RESIDENTIAL SERVICES REVENUE

    total $19,300,899 · related or exempt $19,300,899

  • 2b · Program service revenue: HEALTHCARE SERVICES REVENUE

    total $3,531,404 · related or exempt $3,531,404

  • 3 · Investment income

    total $720,898 · excluded $720,898

  • 7a · Gross sales of assets other than inventory

    securities $1,362,739

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $4,277,280

  • 7c · Gain or loss

    securities $1,362,739 · other assets -$4,277,280

  • 7d · Net gain or loss

    total -$2,914,541 · excluded -$2,914,541

  • 11a · Other revenue: MISCELLANEOUS

    total $668,111 · excluded $668,111

  • 11e · Other revenue, total

    $668,111

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,127,244 · program services $11,797,890 · management and general $1,329,354

  • 9 · Other employee benefits

    total $2,105,934 · program services $1,892,673 · management and general $213,261

  • 10 · Payroll taxes

    total $896,162 · program services $805,411 · management and general $90,751

  • 11a · Fees: management

    total $3,537,201 · management and general $3,537,201

  • 11f · Fees: investment management

    total $67,509 · management and general $67,509

  • 11g · Fees: other

    total $2,324,862 · program services $829,516 · management and general $1,495,346

  • 12 · Advertising and promotion

    total $234,131 · program services $131,370 · management and general $102,761

  • 13 · Office expenses

    total $618,237 · program services $587,617 · management and general $30,620

  • 16 · Occupancy

    total $1,739,253 · program services $1,739,253

  • 17 · Travel

    total $180,132 · program services $101,072 · management and general $79,060

  • 20 · Interest

    total $4,774,546 · program services $4,256,524 · management and general $518,022

  • 22 · Depreciation, depletion and amortization

    total $3,094,007 · program services $3,093,084 · management and general $923

  • 23 · Insurance

    total $706,174 · program services $396,232 · management and general $309,942

  • 24a · Other expenses: MISCELLANEOUS

    total $2,371,562 · program services $1,371,860 · management and general $999,702

  • 24b · Other expenses: EQUIPMENT RENTAL

    total $757,843 · program services $425,220 · management and general $332,623

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,799,954 · end of year $9,388,194

  • 4 · Accounts receivable

    beginning of year $1,005,109 · end of year $369,070

  • 7 · Other notes and loans receivable

    beginning of year $1,266,530 · end of year $182,811

  • 8 · Inventories for sale or use

    beginning of year $51,977 · end of year $60,183

  • 9 · Prepaid expenses and deferred charges

    beginning of year $845,129 · end of year $465,820

  • 10a · Land, buildings and equipment: cost or other basis

    $61,845,660

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,281,008

  • 10c · Land, buildings and equipment, net

    beginning of year $54,064,244 · end of year $58,564,652

  • 11 · Investments: publicly traded securities

    beginning of year $41,970,134 · end of year $43,756,068

  • 14 · Intangible assets

    beginning of year $19,141,522 · end of year $17,774,271

  • 15 · Other assets

    beginning of year $15,328,284 · end of year $25,191,405

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,357,362 · end of year $3,395,110

  • 19 · Deferred revenue

    beginning of year $12,456,904 · end of year $67,710,651

  • 20 · Tax-exempt bond liabilities

    beginning of year $55,468,804 · end of year $55,980,372

  • 21 · Escrow or custodial account liability

    beginning of year $41,392,710 · end of year $6,489,470

  • 25 · Other liabilities

    beginning of year $771,549 · end of year $794,110

  • 27 · Net assets without donor restrictions

    beginning of year $35,025,554 · end of year $21,382,761

Mission and programs · 2024

Mission

LA VIDA LLENA WILL PROVIDE RESIDENTS AN ENHANCED PERSONALIZED LIFESTYLE AND IS A COMMUNITY THAT ENHANCES THE LIFE OF SENIORS IN A SAFE PREMIER LIVING ENVIRONMENT THAT FOSTERS EXCELLENT SERVICES BY A CARING STAFF.

Activities or mission (Part I)

PROVIDE QUALITY HOUSING, CARE AND SERVICES TO THE SENIORS OF THE LIFE CARE RETIREMENT COMMUNITY.

  • LA VIDA LLENA IS A CONTINUING CARE RETIREMENT COMMUNITY, DEDICATED TO ENHANCING OUR RESIDENTS' QUALITY OF LIFE IN A STIMULATING, SECURE ENVIRONMENT. WE PROVIDE HIGH-QUALITY SERVICES INCLUDING HOUSING, NUTRITIOUS MEALS, NURSING, HOUSEKEEPING, MAINTENANCE, AND OTHER SUPPORT TO THOSE WE SERVE.

    Expenses $27,427,722 · Revenue $22,832,303

As filed on the 2024 return.

Listed in Part VII

  • Blake Wallace

    CORP DIRECTOR, MARKETING & SALES

    Total calculated
    $245,590
    From this org
    $235,907
    From related orgs
    $0
    Other
    $9,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,157
    Bonus
    $100,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,683
    Filer's total
    $245,590

  • Konrad Van Baalen Executive

    DIRECTOR (AS OF DECEMBER 2024)

    Total calculated
    $158,277
    From this org
    $148,551
    From related orgs
    $0
    Other
    $9,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,551
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,726
    Filer's total
    $158,277

  • Lynne Carlberg

    HR DIRECTOR

    Total calculated
    $148,940
    From this org
    $139,736
    From related orgs
    $0
    Other
    $9,204
    Hours/week
    40

  • Maria Cristina Geiger

    MEDICATION AIDE

    Total calculated
    $126,807
    From this org
    $118,555
    From related orgs
    $0
    Other
    $8,252
    Hours/week
    40

  • Linda Givens Executive

    DIRECTOR (THROUGH DECEMBER 2024)

    Total calculated
    $123,723
    From this org
    $123,723
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cody Denton

    SALES COUNSELOR

    Total calculated
    $123,373
    From this org
    $123,354
    From related orgs
    $0
    Other
    $19
    Hours/week
    40

  • Georgiana Go

    REGISTERED NURSE

    Total calculated
    $120,999
    From this org
    $112,748
    From related orgs
    $0
    Other
    $8,251
    Hours/week
    40

  • Terry Shirrod

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tim Sheahan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shelly Fritz

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tom Crow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Hossink

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Doug Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 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, and on a Form 990-PF Part VIII's — 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

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION WAS RECOMMENDED BY PACIFIC RETIREMENT SERVICES, INC. AND APPROVED BY UNIVERSITY RETIREMENT COMMUNITY AT DAVIS'S BOARD AS PART OF THE ANNUAL BUDGET PROCESS.
PART I, LINE 7
THE ORGANIZATION PAID BONUSES THIS YEAR. THE PROCESS FOR DETERMINING EXECUTIVE BONUSES IS DISCRETIONARY. IT IS DETERMINED BY THE VP OF OPERATIONS FOR PRS AND IT IS BASED ON THE PERFORMANCE OF THE COMMUNITY FOR THE YEAR.

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PRS MANAGEMENT INC

    C · MANAGEMENT SERVICES · OR

Provenance

Return type
form_990
Tax year
2024
Filed
11 August 2026
IRS schema version
2024v5.5
Source object
202622239349301042

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