Nonprofit · EIN 01-0938793
MIRAVIDA LIVING FOUNDATION INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $305,593 | $152,159 | $153,434 | $4,587,451 | $3,186 | $4,584,265 |
| December 31, 2023 | 990 | $172,449 | $675,147 | -$502,698 | $4,225,800 | $2,793 | $4,223,007 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $83,599
- Program service revenue
- $0
- Investment income
- $221,925
- Net gain from sales of assets
- $6,193
- Other revenue
- $69
Expenses
- Grants and similar amounts paid
- $147,844
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $849
- Program services (functional)
- $148,696
- Management and general (functional)
- $3,463
Balance sheet and other
- Total assets, start of year
- $4,225,800
- Total assets, end of year
- $4,587,451
- Total liabilities, end of year
- $3,186
- Net assets, end of year
- $4,584,265
- Publicly traded securities
- $3,383,934
- Net assets without donor restrictions
- $1,752,240
- Net assets with donor restrictions
- $2,832,025
- Gross receipts
- $305,593
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2009
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THERESA BERTRAM | PRESIDENT & CEO Officer | 1 | $0 | $363,150 |
| MARK BEECHER | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| NATE OLSON | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| JAMIE BONELL | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| STEW RIECKMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MARK BOETTCHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DIANE LANGDON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JASON LOWE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DR PAULA MCNIEL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JIM STAPEL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THERESA BERTRAM | PRESIDENT & CEO Officer | 1 | $0 | $393,735 |
| MARK BEECHER | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| NATE OLSON | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| JAMIE BONELL | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| STEW RIECKMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MARK BOETTCHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DIANE LANGDON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JASON LOWE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DR PAULA MCNIEL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JIM STAPEL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 N EAGLE ST, OSHKOSH, WI 54902-4125
- In care of
- % JULIE VANDENBERG
- Principal officer (990 for 2024)
- THERESA M BERTRAM, 225 NORTH EAGLE STREET, OSHKOSH, WI 54902
- Signed the 990
- THERESA M BERTRAM, PRESIDENT & CEO
- Phone
- (920) 235-4653
- Website
- WWW.MIRAVIDALIVING.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- TO FURTHER SUPPORT THE EXEMPT PURPOSE OF MIRAVIDA LIVING, INC. AND ITS AFFILIATES THROUGH THE USE OF FUNDRAISING.Expenses $148,696 · grants $147,844
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0938793
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Not required (church)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $4,587,451
- Income (IRS master file)
- $305,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $305,593 | $152,159 | $4,587,451 | XML |
| 990 | December 2023 | $172,449 | $675,147 | $4,225,800 | XML |
| 990 | December 2022 | $1,656,723 | $646,101 | $4,754,517 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0938793).
Questions about MIRAVIDA LIVING FOUNDATION INC
- What is the EIN of MIRAVIDA LIVING FOUNDATION INC?
- The employer identification number (EIN) of MIRAVIDA LIVING FOUNDATION INC is 01-0938793.
- Is MIRAVIDA LIVING FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does MIRAVIDA LIVING FOUNDATION INC file?
- Form Not required (church). Churches are not required to file.
- When is the next return of MIRAVIDA LIVING FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIRAVIDA LIVING FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MIRAVIDA LIVING FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names THERESA M BERTRAM.
- Who are the officers and directors of MIRAVIDA LIVING FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does MIRAVIDA LIVING FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $305,593, expenses of $152,159 and total assets of $4,587,451 at year end.
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