2025-10-29T13:31:13-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 010938793 MIRAVIDA LIVING FOUNDATION MIRA 9202354653 225 NORTH EAGLE STREET OSHKOSH WI 54902 THERESA M BERTRAM PRESIDENT & CEO 9202325228 2025-10-28 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-10-28 2024 2025-03-06 01:10:19Z THERESA M BERTRAM 225 NORTH EAGLE STREET OSHKOSH WI 54902 305593 0 9386 X WWW.MIRAVIDALIVING.COM X 2009 WI TO PROVIDE FUNDRAISING SERVICES TO TAX-EXEMPT ORGANIZATIONS. 9 9 0 9 0 0 55194 83599 0 0 117191 221925 64 69 172449 305593 670546 147844 0 0 0 0 0 0 0 4601 4315 675147 152159 -502698 153434 4225800 4587451 2793 3186 4223007 4584265 MIRAVIDA LIVING FOUNDATION, INC. IS PART OF A FAMILY OF HEALTH CARE AND RESIDENTIAL SERVICE ORGANIZATIONS COMMITTED TO PROVIDING QUALITY CARE AND LIFE-ENRICHING OPPORTUNITIES TO THE AGING AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT. 0 0 148696 147844 TO FURTHER SUPPORT THE EXEMPT PURPOSE OF MIRAVIDA LIVING, INC. AND ITS AFFILIATES THROUGH THE USE OF FUNDRAISING. 148696 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X KIM MAKI 9202325238 225 N EAGLE ST OSHKOSH WI 54902 MARK BEECHER CHAIR 0.20 1.40 X X 0 0 0 NATE OLSON VICE CHAIR 0.20 1.40 X X 0 0 0 JAMIE BONELL SECRETARY 0.20 1.40 X X 0 0 0 STEW RIECKMAN BOARD MEMBER 0.20 1.40 X 0 0 0 MARK BOETTCHER BOARD MEMBER 0.20 1.40 X 0 0 0 DIANE LANGDON BOARD MEMBER 0.20 1.40 X 0 0 0 JASON LOWE BOARD MEMBER 0.20 1.40 X 0 0 0 DR PAULA MCNIEL BOARD MEMBER 0.20 1.40 X 0 0 0 JIM STAPEL BOARD MEMBER 0.20 1.40 X 0 0 0 THERESA BERTRAM PRESIDENT & CEO 1.00 40.00 X 0 363150 0 0 363150 0 0 0 1 0 0 83599 83599 215732 215732 6193 0 6193 6193 6193 MISCELLANEOUS REVENUE 900099 69 69 69 305593 0 0 221994 147844 147844 849 840 9 15 15 313 12 301 577 577 MISCELLANEOUS 2482 2482 DUES 79 79 152159 148696 3463 0 33751 58042 163338 168209 6306 6306 3713087 3383934 161004 165711 148314 805249 4225800 4587451 4215 1694 -1422 1492 2793 3186 X 1410211 1752240 2812796 2832025 4223007 4584265 4225800 4587451 153434 207824 0 X 0 1 X 1 0 X X X 8 GABRIEL'S VILLA INC 391857036 10 1 5509 0 SIMEANNA APARTMENTS INC 237148097 10 1 0 0 SIMEANNA SOUTH INC 391238670 10 1 0 0 MIRAVIDA LIVING INC 391032234 10 1 14286 0 BETHEL HOME INC 391209707 10 1 19329 0 CARMEL RESIDENCE INC 391448325 10 1 2623 0 SIMEANNA III INC 391270056 10 1 0 0 EDEN REHABILITATION SUITES & GREENHOUSE HOMES INC 900506872 10 1 9000 0 8 50747 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2389808 215830 315830 2289808 2641545 136954 388691 2389808 2780075 624 65456 204610 2641545 2764405 1244 108458 94032 2780075 2755764 100 89309 80768 2764405 0.01579 0.98420 0 0 0 LIFE INSURANCE CONTRACTS 100000 INTERCOMPANY RECEIVABLE 705249 805249 OTHER CURRENT LIABILITIES 1492 1492 X PART V, LINE 4: ENDOWMENTS ARE PRESERVED ACCORDING TO VARIOUS DONOR'S REQUESTS CONCERNING THE OPERATIONS AND PROGRAMS OF MIRAVIDA LIVING, INC. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 MIRAVIDA LIVING INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391032234 501(C)(3) 14286 0 GENERAL SUPPORT BETHEL HOME INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391209707 501(C)(3) 19329 0 GENERAL SUPPORT GABRIEL'S VILLA INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391857036 501(C)(3) 5509 0 GENERAL SUPPORT EDEN REHABILITATION SUITES AND GREENHOUSE HOMES INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 900506872 501(C)(3) 9000 0 GENERAL SUPPORT 4 0 PART I, LINE 2: GRANTS ARE TRANSFERRED BETWEEN RELATED ORGANIZATIONS, ALL OF WHICH ARE UNDER COMMON MANAGEMENT AND TRACKED INTERNALLY. 0 0 0 0 0 0 0 0 0 THERESA BERTRAM PRESIDENT & CEO 0 363150 0 0 0 0 0 0 0 0 0 363150 0 0 PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED BY THE ORGANIZATION'S SOLE MEMBER, MIRAVIDA LIVING, INC. THE FOLLOWING METHODS WERE USED BY MIRAVIDA LIVING, INC. TO ESTABLISH THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION SURVEY OR STUDY 2. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS AND THE SOLE MEMBER OF THAT CLASS SHALL BE MIRAVIDA LIVING, INC. (THE "MEMBER"), WHICH IS AND SHALL BE AFFILIATED WITH THE ELCA. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE BOARD OF DIRECTORS IS ELECTED BY THE SOLE MEMBER, MIRAVIDA LIVING, INC. FORM 990, PART VI, SECTION A, LINE 7B MAJOR STANDARD OPERATING PROCEDURES, MAJOR POLICIES, AND PROGRAMS OF MIRAVIDA LIVING FOUNDATION, INC. ARE SUBMITTED TO THE BOARD OF DIRECTORS OF THE SOLE MEMBER, MIRAVIDA LIVING, INC. FOR APPROVAL AND IMPLEMENTATION. AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS REQUIRE THE APPROVAL OF THE BOARD OF DIRECTORS OF THE SOLE MEMBER, MIRAVIDA LIVING, INC. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED, THE FORM 990 WAS REVIEWED BY THE CEO, THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST FORM TO EACH MEMBER OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEE MEMBERS NOT ON THE BOARD THAT REQUIRES EACH TO IDENTIFY POTENTIAL CONFLICTS OR OTHER RELATED PARTY INTERESTS. THE REPORTS ARE REVIEWED BY THE SECRETARY AND CEO AND ANY CONFLICTS ARE BROUGHT TO THE BOARD'S ATTENTION. A MEMBER OF THE BOARD WHO HAS A CONFLICT OF INTEREST MAY NOT VOTE ON ANY SUCH ISSUE BEFORE THE BOARD. ANY QUESTION OF WHETHER THERE IS A CONFLICT IS RESOLVED BY THE BOARD OF DIRECTORS. IF THE BOARD OF DIRECTORS DETERMINES THAT A DIRECTOR HAS COMMITTED A SUBSTANTIAL VIOLATION OF THE CONFLICT OF INTEREST POLICY, THE INDIVIDUAL IS REMOVED FROM THE OFFICE OF DIRECTOR. IN ADDITION, ALL MANAGEMENT AND SUPERVISORY EMPLOYEES ARE INFORMED OF THE ORGANIZATION'S POLICY REGARDING RELATED PARTY TRANSACTIONS AND CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. MIRAVIDA LIVING INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391032234 MANAGEMENT SERVICES WI 501(C)(3) LINE 10 N/A 0 BETHEL HOME INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391209707 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 CARMEL RESIDENCE INC 220 NORTH WESTFIELD STREET OSHKOSH WI 54902 391448325 SENIOR HOUSING WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 GABRIEL'S VILLA INC 215 NORTH WESTFIELD STREET OSHKOSH WI 54902 391857036 SENIOR HOUSING WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 SIMEANNA APARTMENTS INC 155 NORTH EAGLE STREET OSHKOSH WI 54902 237148097 SENIOR HOUSING WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 SIMEANNA SOUTH INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391238670 SENIOR HOUSING WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 SIMEANNA III INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 391270056 SENIOR HOUSING WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 EDEN REHABILITATION SUITES AND GREENHOUSE HOMES INC 3151 EDEN COURT OSHKOSH WI 54904 900506872 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 MIRAVIDA LIVING INC 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0