La Vida Llena (LVL) - Financial Information (orange binder)

Glossary

• LVL Glossary - All Topics 07/2026 

  • LVL Glossary - Financial Statement Terms   07/2026 

  • LVL Glossary - Financial General Terms 07/2026 

  • LVL Glossary - Financial General Industry Terms 07/2026 

  • LVL Glossary - Financial Ratios 07/2026 

Budgets - Annual

• PRS/LVL Budget Process 

• LVL 2025 Budget for year ending March 31,2025 (LVL Board) 3/12/2024 

Financial Statements

• 05/31/2026 LVL Monthly Financial Statement (PRS)

• 04/30/2026 LVL Monthly Financial Statement (PRS)

• 03/31/2026 LVL Monthly Financial Statement (PRS)

• 02/28/2026 LVL Monthly Financial Statement (PRS) 

• 01/31/2026 LVL Monthly Financial Statement (PRS)  

• 12/31/2025 LVL Monthly Financial Statement (PRS) 

• 11/30/2025 LVL Monthly Financial Statement (PRS) 

• 10/31/2025 LVL Monthly Financial Statement (PRS) 

• 09/30/2025 LVL Monthly Financial Statement (PRS) 

• 08/31/2025 LVL Monthly Financial Statement (PRS) 

• 07/31/2025 LVL Monthly Financial Statement (PRS)

• 06/30/2025 LVL Monthly Financial Statement (PRS) 

• 03/31/2025 LVL Monthly Financial Statement (PRS) 

• 02/28/2025 LVL Monthly Financial Statement (PRS) 

• 01/31/2025 LVL Monthly Financial Statement (PRS) 

• 12/31/2024 LVL Monthly Financial Statement (PRS) 

• 11/30/2024 LVL Monthly Financial Statement (PRS)

• 10/31/2024 LVL Monthly Financial Statement (PRS)

• 09/30/2024 LVL Monthly Financial Statement (PRS) 

• 08/31/2024 LVL Monthly Financial Statement (PRS) 

• 03/31/2024 LVL Monthly Financial Statement (PRS) 

Reports General

• Guide to Evaluating the Financial Viability of a CCRC (mylifeside.net) 

Presentations

• LVL Actuarial Study Report as of 9/30/2025 (Cole Naughton, A. V. Powell) 7/7/2026 

• Finance Report through August 2025 (Konrad Van Baalen) 10/7/2025 

• LVL Financial Advisory Committee (FAC) Educational Roundtable on FY24 Results (Elizabeth Bayne, Don Hossink, Gerhard Salinger) 7/10/2024 

• LVL's Financial History Review April 24, 2024 (Elizabeth Bayne, Don Hossink) 4/24/2024 

Supplementary Information

• LVL Investment Summary (PRS/JP Morgan) 9/30/2025 

• 2023 La Vida Llena Comprehensive Actuarial Study for year ended 3/31/2023 (Continuing Care Actuaries) 

• myLifeSite