La Vida Llena FY2021 filing

Tax-deductible

Medford, OR501(c)(3)Since 1979EIN 85-0282570Revenue $31.8M in FY2021

On file with the IRSretirement.org1 W Main St Ste 303, 97501-2796 · Medford, ORTax-exempt since Jan 1981Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $1.4M a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $68K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$147.4M
88% of total assets
Concern: liabilities are 88% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$31.8M
+7% vs prior year
Spent
$24.7M
To programs
90%
Net assets
$20.4M
By yearFY2020–FY2025
Revenue
$31.8M
FY2021▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$29.7M
FY2021$31.8M
FY2022$31.3M
FY2023$28.8M
FY2024$32.3M
FY2025$21.6M
Expenses
$24.7M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$25.5M
FY2021$24.7M
FY2022$29.8M
FY2023$28.9M
FY2024$38.5M
FY2025$36.5M
Net assets
$20.4M
FY2021▲ +70%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.0M
FY2021$20.4M
FY2022$15.1M
FY2023$11.7M
FY2024$7.5M
FY2025$21.4M

From the FY2021 Form 990 (year ending March 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $22.3M Management & general 10% · $2.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Chair / Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024
Blake Wallace$235,907—
Linda Givens—$154,646
Konrad Van Baalen Executive$148,551—
Lynne Carlberg$139,736—
Linda Givens Executive$123,723—
Cody Denton$123,354—
Maria Geiger—$120,954
Maria Cristina Geiger$118,555—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers seniors quality housing, care, and services.

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Provided by the organization

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1 program · $22.3M · in their own filed words · FY2020
01

La vida llena serves approximately 400-450 senior residents by providing housing and healthcare in 321 independent living apartments; 40 dually certified health care beds; 55 licensed assisted living rooms and memory care beds.

$22.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$68K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$31.8M
Ln 12
Fees for servicesLn 2g$25.2M
Investment incomeLn 3$3.7M
Gifts and grantsLn 1h$2.6M
Money outPt IX
$24.7M
Ln 25
Programscol B$22.3M
Managementcol C$2.4M
Owns and owesPt X
$20.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.3M
Total assetsLn 16$167.8M
LiabilitiesLn 26$147.4M
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$2.6M
Fees for servicesLn 2g$25.2M
Investment incomeLn 3$3.7M
Other incomeLn 4–11$222K
Gains on assetsLn 7$2.6M
Total revenueLn 12$31.8M
Assets in detailPt X, end of year
CashLn 1$7.3M
Cash and savings togetherLn 1–2$7.3M
InvestmentsLn 11–13$77.8M
Land, buildings, equipmentLn 10c$71.5M
Other assetsLn 15$1.9M
Total assetsLn 16$167.8M
LiabilitiesLn 26$147.4M
Net assetsLn 32$20.4M
OperationsPt I, VI
EmployeesI 5359
VolunteersI 6120
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$5.7M$7.3M
InvestmentsLn 11–13$103.1M$77.8M
Land, buildings, equipmentLn 10c$46.7M$71.5M
Total assetsLn 16$164.3M$167.8M
LiabilitiesLn 26$152.3M$147.4M
Net assetsLn 32$12.0M$20.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$424K$424K
Other salaries and wagesLn 7$7.5M$7.0M$480K
Pension plan contributionsLn 8$207K$183K$24K
Other employee benefitsLn 9$1.3M$1.2M$150K
Payroll taxesLn 10$592K$524K$68K
Legal feesLn 11b$115K$115K
Accounting feesLn 11c$49K$49K
Investment management feesLn 11f$212K$212K
Other fees for servicesLn 11g$1.8M$1.8M$40K
Advertising and promotionLn 12$142K$30K$112K
Office expensesLn 13$2.4M$2.3M$87K
OccupancyLn 16$2.0M$2.0M$45K
TravelLn 17$1K$1K
InterestLn 20$1.8M$1.8M$40K
Depreciation, depletion and amortizationLn 22$3.8M$3.7M$84K
InsuranceLn 23$396K$396K
Other expenses (24a–d)Ln 24$1.8M$1.7M$42K
All other expensesLn 24e$61K$57K$3K
Total functional expensesLn 25$24.7M$22.3M$2.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $21.6M$36.5M−$14.9M$21.4M 990 PDF
FY2024 $32.3M$38.5M−$6.2M$7.5M 990 PDF
FY2023 $28.8M$28.9M−$154K$11.7M 990 PDF
FY2022 $31.3M$29.8M$1.5M$15.1M 990 PDF
FY2021 Viewing $31.8M$24.7M$7.1M$20.4M 990 PDF
FY2020 $29.7M$25.5M$4.2M$12.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $31,760,942 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $68,469$2,643,249
I-9 Program service revenuePrior year $26,846,806$25,204,221
I-10 Investment incomePrior year $2,359,125$3,691,714
I-11 Other revenuePrior year $473,062$221,758
I-12 Total revenuePrior year $29,747,462$31,760,942
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $9,617,993$10,019,038
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $15,890,488$14,632,739
I-18 Total expensesPrior year $25,508,481$24,651,777
I-19 Revenue less expensesPrior year $4,238,981$7,109,165
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $31,760,942 across 9 lines filed
Lines not itemized here account for $27,970 of total revenue; see the IRS return.
VIII-1d Related organizations$75,600
VIII-1e Government grants$2,565,538
VIII-1f All other contributions, gifts and grants$2,111
VIII-1h Total contributions, gifts and grants$2,643,249
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $25,204,221$25,204,221
VIII-3 Investment incomeExcluded from tax $1,109,883$1,109,883
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,581,831$2,581,831
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $193,788$193,788
VIII-12 Total revenueRelated to mission $25,204,221 · Unrelated business $0 · Excluded from tax $3,913,472$31,760,942
Part IX · Statement of functional expenses $24,651,777 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $423,956$423,956
IX-7 Other salaries and wagesPrograms $7,006,791 · Management $479,785$7,486,576
IX-8 Pension plan contributionsPrograms $182,979 · Management $23,601$206,580
IX-9 Other employee benefitsPrograms $1,160,702 · Management $149,708$1,310,410
IX-10 Payroll taxesPrograms $523,938 · Management $67,578$591,516
IX-11b Legal feesManagement $115,242$115,242
IX-11c Accounting feesManagement $49,141$49,141
IX-11f Investment management feesManagement $212,258$212,258
IX-11g Other fees for servicesPrograms $1,765,246 · Management $39,773$1,805,019
IX-12 Advertising and promotionPrograms $30,487 · Management $111,841$142,328
IX-13 Office expensesPrograms $2,331,569 · Management $87,384$2,418,953
IX-16 OccupancyPrograms $1,989,155 · Management $45,090$2,034,245
IX-17 TravelManagement $1,160$1,160
IX-20 InterestPrograms $1,777,958 · Management $40,302$1,818,260
IX-22 Depreciation, depletion and amortizationPrograms $3,725,845 · Management $84,456$3,810,301
IX-23 InsuranceManagement $395,831$395,831
IX-24 Other expenses (24a–d)Programs $1,727,205 · Management $42,082$1,769,287
IX-24e All other expensesPrograms $57,282 · Management $3,432$60,714
IX-25 Total functional expensesPrograms $22,279,157 · Management $2,372,620 · Fundraising $0$24,651,777
Part X · Balance sheet $167,756,734 assets, 16 lines filed
Asset lines not itemized here account for $3,529,981; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $5,721,182$7,264,709
X-4 Accounts receivableStart of year $2,558,376$5,115,242
X-8 Inventories for sale or useStart of year $48,188$66,999
X-9 Prepaid expenses and deferred chargesStart of year $557,804$598,440
X-10c Land, buildings and equipment, netStart of year $46,665,387$71,520,475
X-11 Publicly traded securitiesStart of year $103,108,969$77,753,190
X-15 Other assetsStart of year $2,142,522$1,907,698
X-16 Total assetsStart of year $164,283,868$167,756,734
X-17 Accounts payable and accrued expensesStart of year $4,268,300$5,151,721
X-19 Deferred revenueStart of year $24,181,413$23,473,201
X-20 Tax-exempt bond liabilitiesStart of year $103,029,818$101,480,440
X-25 Other liabilitiesStart of year $20,837,021$17,276,784
X-26 Total liabilitiesStart of year $152,316,552$147,382,146
X-27 Net assets without donor restrictionsStart of year $11,967,316$20,374,588
X-32 Total net assets or fund balancesStart of year $11,967,316$20,374,588
X-33 Total liabilities and net assetsStart of year $164,283,868$167,756,734
Part XI · Reconciliation of net assets $20,374,588 net assets at year end
XI-1 Total revenue$31,760,942
XI-2 Total expenses$24,651,777
XI-3 Revenue less expenses$7,109,165
XI-4 Net assets at start of year$11,967,316
XI-5 Net unrealized gains (losses) on investments$4,940,903
XI-9 Other changes in net assets−$3,642,796
XI-10 Net assets at end of year$20,374,588

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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