2025-11-05T10:06:50-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 391857036 GABRIEL'S VILLA INC GABR 9202354653 215 NORTH WESTFIELD STREET OSHKOSH WI 54902 THERESA M BERTRAM PRESIDENT & CEO 9202325228 2025-11-03 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-03 2024 2025-03-06 01:10:19Z THERESA M BERTRAM 215 NORTH WESTFIELD STREET OSHKOSH WI 54902 1638290 0 9386 X WWW.MIRAVIDALIVING.COM X 1987 WI GABRIEL'S VILLA INC PROVIDES SUPERVISED CARE TO AGING PERSON IN OSHKOSH, WI AND THE SURROUNDING AREAS. 9 9 61 9 0 0 19757 4520 1594303 1614019 7094 13581 137373 6170 1758527 1638290 0 0 0 0 1196531 1291189 0 0 0 785620 730559 1982151 2021748 -223624 -383458 1803095 1851326 754191 1185880 1048904 665446 GABRIEL'S VILLA IS PART OF A FAMILY OF HEALTHCARE 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 1705975 1614019 GABRIEL'S VILLA, INC. PROVIDES CARE TO AGING PERSONS IN OSHKOSH, WI. THE ENTITY HAS 40 ASSISTED LIVING UNITS AT ITS FACILITY. 1705975 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 61 1 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 X KIM MAKI 9202325238 225 N EAGLE STREET 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 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 STEW RIECKMAN 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 4.00 34.00 X 0 363150 0 JULIE MASLOWSKI DIRECTOR OF SENIOR LIVING 40.00 2.00 X 111135 0 0 111135 363150 0 1 0 1 0 0 4520 4520 TENANT REVENUE 531110 1435968 1435968 SERVICE REVENUE 621610 178051 178051 1614019 13581 13581 MISCELLANEOUS REVENUE 900099 5292 5292 BEAUTY SHOP REVENUE 900099 878 878 6170 1638290 1614019 0 19751 1154525 929930 224595 30766 24779 5987 28167 22688 5479 77731 62610 15121 280008 280008 25906 25906 35070 34907 163 2354 2354 115310 98726 16584 19264 19264 118145 118145 9208 9208 91511 91511 32581 32581 MISC EXP 1202 882 320 2021748 1705975 315773 0 78393 110587 622278 486975 192144 230634 1802 854 4562587 3691455 906178 871132 2300 151144 1803095 1851326 125727 141640 102176 89231 526288 955009 754191 1185880 X 1048904 665446 1048904 665446 1803095 1851326 -383458 0 X 0 1 X 1 0 X 113116 296531 138355 19757 4520 572279 1744133 1496352 1619773 1594303 1620189 8074750 1857249 1792883 1758128 1614060 1624709 8647029 0 1194834 1068142 1179593 1154672 1175846 5773087 1194834 1068142 1179593 1154672 1175846 5773087 2873942 5797 1482 2153 7094 13581 30107 5797 1482 2153 7094 13581 30107 -9309 1515 21793 137373 4988 156360 1853737 1795880 1782074 1758527 1643278 8833496 0.32530 0.33050 0.00340 0.00260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2020 AMOUNT: $ 18. 2021 AMOUNT: $ 15. BEAUTY SHOP REVENUE - 2020 AMOUNT: $ 539. 2021 AMOUNT: $ 960. 2022 AMOUNT: $ 1,008. 2023 AMOUNT: $ 984. 2024 AMOUNT: $ 878. ASSESSMENT FEES - 2020 AMOUNT: $ 675. 2021 AMOUNT: $ 540. 2022 AMOUNT: $ 675. 2023 AMOUNT: $ 135. MISCELLANEOUS INCOME - 2020 AMOUNT: $ -10,541. 2022 AMOUNT: $ 20,110. 2023 AMOUNT: $ 136,254. 2024 AMOUNT: $ 4,110. 83333 83333 2959214 2459692 499522 95613 80985 14628 1424427 1150778 273649 871132 ESCROW DEPOSITS AND RESERVES 2300 INVESTMENTS 148844 151144 DUE FROM AFFILIATES 955009 955009 X 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 INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 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 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS PLUS TWO OTHER MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE AGENDA FOR THE BOARD AND THE VOTING MEMBERSHIP MEETING. THIS COMMITTEE SHALL KEEP ITSELF INFORMED OF THE ENTIRE OPERATION OF THE CORPORATION AND ITS SUBSIDIARY CORPORATIONS, AND SHALL EXECUTE SUCH ACTIONS AS MAY BE ASSIGNED TO IT BY THE BOARD. THE COMMITTEE SHALL ALSO CONCERN ITSELF WITH MATTERS NOT ASSIGNED TO OTHER COMMITTEES. FORM 990, PART VI, SECTION A, LINE 6 MIRAVIDA LIVING, INC., IS THE SOLE MEMBER OF GABRIEL'S VILLA, INC. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF GABRIEL'S VILLA, INC. ARE ELECTED BY THE BOARD OF DIRECTORS OF THE SOLE MEMBER, MIRAVIDA LIVING, INC. FORM 990, PART VI, SECTION A, LINE 7B MAJOR STANDARD OPERATING PROCEDURES, MAJOR POLICIES, AND PROGRAMS OF GABRIEL'S VILLA, 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 IS FILED, THE FORM 990 IS 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 MANAGMENT 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 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 MIRAVIDA LIVING FOUNDATION INC 225 NORTH EAGLE STREET OSHKOSH WI 54902 010938793 FUNDRAISING WI 501(C)(3) LINE 12A, I MIRAVIDA LIVING INC 0 EDEN REHABILIATION 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 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0