LA VIDA FELICIDAD INC (EIN 850322305) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ADRIA JARMILLO

Phone

5058654651

Tax Period

2023-07-01 to 2024-06-30

LA VIDA FELICIDAD INC, founded in 1983, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $6.8M left a modest 4% surplus.

Mission

LIFE QUALITY OF CHILDREN AND FAMILIES, ADULTS, AND SENIORS, THROUGH ADVOCACY AND INDIVIDUALIZED SERVICES IN COLLABORATION WITH COMMUNITY PARTNERSHIPS.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,765

Program Service Revenue $7,133,404

Investment Income $-690

Other Revenue $-709

TOTAL REVENUE $7,156,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,549,854

Fundraising Expenses $100

Program Expenses $6,092,378

Other Expenses $3,297,797

TOTAL EXPENSES $6,847,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,156,770	$6,347,470	+0.1%
Expenses	$6,847,651	$5,619,741	+0.2%
Net Income	$309,119	$727,729	-0.6%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

106

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

$415,556

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIA JARAMILLO	EXECUTIVE DIRECTOR	40.00	Officer	$89,358	$9,752	$99,110
GINA NEWMAN	DIRECTOR OF FINANCE & ADMI	40.00	Officer	$72,590	$12,168	$84,758
KATIE OTERO	QUALITY ASSURANCE DIRECTOR	40.00	Officer	$65,726	$17,020	$82,746
STEPHANIE HURBINA	DIRECTOR OF EARLY INTERVEN	40.00	Officer	$65,975	$1,857	$67,832
SELMA DODSON	DIRECTOR OF ADULT SERVICES	40.00	Officer	$57,783	$23,327	$81,110
SARAH CRUMBLEY BEGAN 0424	DIRECTOR OF EARLY LEARNING CENTER	40.00	Officer	$0	$0	$0
JOHN TELLEZ	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
VIRGINIA DAVIES	BOARD VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
A PETER SMARGON	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
KATRINA BILAL	BOARD MEMBER	1.00	Director	$0	$0	$0
NOELLE CHAVEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE MATTHEWS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
AMY ROMERO-RILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIREEN MCDONALD	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEILA SANCHEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRI ULIBARRI	BOARD MEMBER	1.00	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$7,156,770	$6,847,651	$5,347,710	$309,119
2023	$6,347,470	$5,619,741	$5,182,590	$727,729
2022	$5,229,107	$4,819,520	$4,333,545	$409,587
2021	$5,160,567	$4,669,628	$3,892,412	$490,939
2020	$4,838,997	$4,880,323	$3,845,809	$-41,326
2019	$4,765,846	$4,987,638	$3,380,979	$-221,792

LA VIDA FELICIDAD INC