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Nonprofiteer
← LA VIDA LLENA

Form 990 for tax year 2023

Filed by LA VIDA LLENA.

Totals

Total revenue
$32,256,621
Total expenses
$38,454,849
Contributions and grants received
$41,100
Grants paid
$0
Program service revenue
$29,875,027
Investment income
$2,095,595
Other revenue
$244,899
Total assets, end of year
$150,904,559
Total liabilities, end of year
$143,378,544
Net assets or fund balances, end of year
$7,526,015
Program services expenses (Part IX)
$9,087,743
Management and general expenses
$29,367,106
Fundraising expenses
$0
Program service expenses (Part III)
$9,087,743

Program services were 23.6% 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.

  • 1d · Related organizations

    $26,000

  • 1f · All other contributions, gifts and grants

    $15,100

  • 2a · Program service revenue: RESIDENTIAL SERVICES REVENUE

    total $15,296,275 · related or exempt $15,296,275

  • 2b · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $7,882,397 · related or exempt $7,882,397

  • 2c · Program service revenue: HEALTHCARE SERVICES REVENUE

    total $6,696,355 · related or exempt $6,696,355

  • 3 · Investment income

    total $1,575,334 · excluded $1,575,334

  • 4 · Income from investment of tax-exempt bond proceeds

    total $590,075 · excluded $590,075

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

    securities $69,814

  • 7c · Gain or loss

    securities -$69,814

  • 7d · Net gain or loss

    total -$69,814 · excluded -$69,814

  • 11a · Other revenue: GUEST ROOM

    total $116,582 · excluded $116,582

  • 11b · Other revenue: MISCELLANEOUS

    total $67,071 · excluded $67,071

  • 11c · Other revenue: CAFE SALES

    total $26,835 · excluded $26,835

  • 11d · All other revenue

    total $34,411 · excluded $34,411

  • 11e · Other revenue, total

    $244,899

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $179,408 · management and general $179,408

  • 7 · Other salaries and wages

    total $11,082,682 · program services $6,361,201 · management and general $4,721,481

  • 8 · Pension plan contributions

    total $450,969 · program services $261,510 · management and general $189,459

  • 9 · Other employee benefits

    total $1,456,595 · program services $832,337 · management and general $624,258

  • 10 · Payroll taxes

    total $844,113 · program services $477,834 · management and general $366,279

  • 11b · Fees: legal

    total $221,714 · management and general $221,714

  • 11c · Fees: accounting

    total $77,356 · management and general $77,356

  • 11f · Fees: investment management

    total $89,516 · management and general $89,516

  • 11g · Fees: other

    total $1,181,123 · program services $534,310 · management and general $646,813

  • 12 · Advertising and promotion

    total $224,300 · program services $9,634 · management and general $214,666

  • 13 · Office expenses

    total $5,103,246 · program services $219,194 · management and general $4,884,052

  • 14 · Information technology

    total $388,874 · program services $16,703 · management and general $372,171

  • 16 · Occupancy

    total $1,176,907 · program services $50,550 · management and general $1,126,357

  • 17 · Travel

    total $134,215 · program services $5,765 · management and general $128,450

  • 19 · Conferences, conventions and meetings

    total $21,705 · program services $932 · management and general $20,773

  • 20 · Interest

    total $3,114,515 · management and general $3,114,515

  • 22 · Depreciation, depletion and amortization

    total $5,309,245 · management and general $5,309,245

  • 23 · Insurance

    total $844,966 · program services $36,293 · management and general $808,673

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $4,423,431 · program services $189,995 · management and general $4,233,436

  • 24b · Other expenses: DIETARY / FOOD

    total $1,317,622 · program services $56,594 · management and general $1,261,028

  • 24c · Other expenses: EQUIPMENT RENTAL

    total $518,880 · program services $22,287 · management and general $496,593

  • 24d · Other expenses: EMPLOYEE/RESIDENT RELAT

    total $137,113 · program services $5,889 · management and general $131,224

  • 24e · All other expenses

    total $156,354 · program services $6,715 · management and general $149,639

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,316,130 · end of year $11,937,834

  • 4 · Accounts receivable

    beginning of year $11,030,881 · end of year $13,415,552

  • 7 · Other notes and loans receivable

    beginning of year $1,137,290 · end of year $2,011,547

  • 8 · Inventories for sale or use

    beginning of year $54,177 · end of year $43,425

  • 9 · Prepaid expenses and deferred charges

    beginning of year $402,794 · end of year $402,873

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

    $153,868,320

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

    $71,605,461

  • 10c · Land, buildings and equipment, net

    beginning of year $86,065,112 · end of year $82,262,859

  • 11 · Investments: publicly traded securities

    beginning of year $49,315,931 · end of year $40,559,964

  • 14 · Intangible assets

    beginning of year $256,110 · end of year $227,620

  • 15 · Other assets

    beginning of year $433,838 · end of year $42,885

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,217,147 · end of year $6,133,793

  • 19 · Deferred revenue

    beginning of year $23,750,547 · end of year $24,798,538

  • 20 · Tax-exempt bond liabilities

    beginning of year $86,778,453 · end of year $76,561,021

  • 21 · Escrow or custodial account liability

    beginning of year $27,338,109 · end of year $35,696,090

  • 25 · Other liabilities

    beginning of year $257,988 · end of year $189,102

  • 27 · Net assets without donor restrictions

    beginning of year $11,670,019 · end of year $7,526,015

Mission and programs · 2023

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 $9,087,743 · Revenue $29,875,027

As filed on the 2023 return.

Listed in Part VII

  • Linda Givens

    EXECUTIVE DIRECTOR

    Total calculated
    $179,408
    From this org
    $154,646
    From related orgs
    $0
    Other
    $24,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,146
    Bonus
    $1,500
    Other
    $0
    Deferred
    $10,999
    Nontaxable benefits
    $13,763
    Filer's total
    $179,408

  • Maria Geiger

    AL/MC CAN

    Total calculated
    $160,787
    From this org
    $120,954
    From related orgs
    $0
    Other
    $39,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $84,202
    Bonus
    $36,752
    Other
    $0
    Deferred
    $3,081
    Nontaxable benefits
    $36,752
    Filer's total
    $160,787

  • Mary Marley

    MK SALES COUNSELOR

    Total calculated
    $127,577
    From this org
    $107,347
    From related orgs
    $0
    Other
    $20,230
    Hours/week
    0 + 40 related

  • Sherri Kinney

    AL/MC MANAGER

    Total calculated
    $108,078
    From this org
    $100,574
    From related orgs
    $0
    Other
    $7,504
    Hours/week
    0 + 40 related

  • Terry Shirrod

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tim Sheahan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Suzette Longfellow

    TREASURER (THROUGH SEPTEMBER 2023)

    Total calculated
    $0
    Hours/week
    1

  • Douglas Bailey

    DIRECTOR (THROUGH DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    1

  • Jack Brayer

    DIRECTOR (THROUGH SEPTEMBER 2023)

    Total calculated
    $0
    Hours/week
    1

  • Tom Crow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shelly Fritz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Don Hossink

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bill Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Power

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Wilson

    PRS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brad Yablonsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

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 W-2'S FOR THE ORGANIZATION'S CEO, CFO AND DIRECTOR OF SALES AND MARKETING ARE ISSUED BY HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC, A DISREGARDED ENTITY OF THE PARENT ENTITY, HAVERLAND CARTER LIFESTYLE GROUP. THE ORGANIZATION TYPICALLY CONDUCTS COMPENSATION REVIEWS FOR CLINICAL POSITIONS AND NON-CLINICAL POSITIONS IN ALTERNATE YEARS. THIS PROCESS IS TYPICALLY CONDUCTED BETWEEN DECEMBER JANUARY TO RECOMMEND ALIGNMENTS IN TIME FOR BUDGET REVIEW. HOWEVER, IN THE LAST COUPLE OF YEARS, THE ORGANIZATION HAS REVIEWED ALL POSITIONS ANNUALLY FOR ESCALATION, AND IT HAS DONE TWO COMPANY-WIDE COMP REVIEWS ON CLINICAL POSITIONS FOR THE FISCAL YEAR ENDING IN 2022. THE REASON FOR CONDUCTING MORE FREQUENT REVIEWS IS BECAUSE OF THE RAPID ACCELERATION OF WAGES AND THE SPECIFIC CHALLENGES OF STAFFING IN THE ORGANIZATION'S INDUSTRY. THE ORGANIZATION CONSIDERS INTERNAL AND EXTERNAL COMPENSATION DATA TO IDENTIFY COMPETITIVE RANGES AND ESTABLISH EQUITY. DATA FROM THESE EXTERNAL BENCHMARKS IS USED IN THE PROCESS: 1) HOSPITAL AND HEALTHCARE COMPENSATION SERVICE (HHCS) SURVEYS, IN WHICH THE ORGANIZATION ALSO PARTICIPATES. THE HHCS SURVEYS ARE ENDORSED BY LEADINGAGE, AND CONTAIN ACTUAL AND PREDICTIVE DATA ON COMPENSATION, BENEFITS, AND BONUSES FROM OTHER BUSINESSES SPECIFIC TO THE ORGANIZATION'S INDUSTRIES (CCRC, AL, AND HOSPICE). 2) U.S. DEPARTMENT OF LABOR BUREAU OF LABOR STATISTICS OCCUPATIONAL EMPLOYMENT STATISTICS (DOL BLS OES) SPECIFIC TO EACH LOCATION IN WHICH BUSINESS IS CONDUCTED BY THE ORGANIZATION. THE BLS OES DATA IS COMPARED TO THE HHCS SURVEY DATA TO ESTABLISH WHERE THE OES MEDIAN WAGES INTERSECT WITH THE HHCS WAGE RANGES. 3) OTHER EXTERNAL BENCHMARKS: THE ORGANIZATION MAY CONSIDER INFORMATION FROM WEBSITES LIKE GLASSDOOR.COM, PAY SCALE.COM, OR SALARY.COM, BUT THERE IS NO WAY TO VERIFY THE ACCURACY OF THEIR DATA, SO THEY ARE NOT HEAVILY WEIGHTED IN THE REVIEW.

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.

  • HAVERLAND CARTER LIFESTYLE GROUP MANAGEMENT INC

    C · MANAGEMENT SERVICES · NM

Provenance

Return type
form_990
Tax year
2023
Filed
10 February 2025
IRS schema version
2023v6.0
Source object
202540429349301584

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