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Nonprofit · EIN 39-1032234

MIRAVIDA LIVING INC

Tax-exempt · OSHKOSH, WI 54902

Financials

$4.7M$3.3M2023$3.7M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of MIRAVIDA LIVING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,712,007$3,413,905$298,102$16,411,193$512,446$15,898,747
December 31, 2023990$4,732,330$3,267,355$1,464,975$12,154,418$599,684$11,554,734
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$169,920
Program service revenue
$3,231,089
Investment income
$2,926
Net income from sales of inventory
$281,366
Other revenue
$308,072

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$393,000
Other salaries and wages
$1,992,261
Salaries, compensation and benefits (total)
$2,843,590
Professional fundraising fees
$0
Legal fees
$123
Accounting fees
$35,666
Occupancy
$40,016
Travel
$6,607
Depreciation
$98,291
Program services (functional)
$2,774,300
Management and general (functional)
$639,605

Balance sheet and other

Total assets, start of year
$12,154,418
Total assets, end of year
$16,411,193
Total liabilities, end of year
$512,446
Net assets, end of year
$15,898,747
Land, buildings and equipment
$1,875,886
Publicly traded securities
$85,519
Net assets without donor restrictions
$13,066,722
Net assets with donor restrictions
$2,832,025
Gross receipts
$4,364,999
Employees
53
Volunteers
10
Year formed
1966
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.

NameTitleHours / weekCompensation
THERESA BERTRAMPRESIDENT & CEO
Officer
4.5$363,150
KERRI SCHUELERPHARMICIST
Highest-paid employee
40$150,713
CARRIE KEIKHAEFERDIRECTOR OF MARKETING AND COMMUNICATIONS
Highest-paid employee
40$121,139
KARI HAWKINSONVP OF HUMAN RESOURCES
Officer
40$117,945
BARRY RUSCHDIRECTOR OF BUSINESS DEVELOPMENT
Highest-paid employee
40$108,620
MARK BEECHERCHAIR
Trustee or director, Officer
0.2$0
NATE OLSONVICE CHAIR
Trustee or director, Officer
0.2$0
JAMIE BONELLSECRETARY
Trustee or director, Officer
0.2$0
MARK BOETTCHERBOARD MEMBER
Trustee or director
0.2$0
DIANE LANGDONBOARD MEMBER
Trustee or director
0.2$0
JASON LOWEBOARD MEMBER
Trustee or director
0.2$0
DR PAULA MCNIELBOARD MEMBER
Trustee or director
0.2$0
STEW RIECKMANBOARD MEMBER
Trustee or director
0.2$0
JIM STAPELBOARD MEMBER
Trustee or director
0.2$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
THERESA BERTRAMPRESIDENT & CEO
Officer
4.5$393,735
KERRI SCHUELERPHARMICIST
Highest-paid employee
40$149,000
KARI HAWKINSONVP OF HUMAN RESOURCES
Officer
40$116,610
JOSH BORLANDFACILITIES OPERATIONS MANAGER
Highest-paid employee
40$102,090
MARK BEECHERCHAIR
Trustee or director, Officer
0.2$0
NATE OLSONVICE CHAIR
Trustee or director, Officer
0.2$0
JAMIE BONELLSECRETARY
Trustee or director, Officer
0.2$0
MARK BOETTCHERBOARD MEMBER
Trustee or director
0.2$0
DIANE LANGDONBOARD MEMBER
Trustee or director
0.2$0
JASON LOWEBOARD MEMBER
Trustee or director
0.2$0
DR PAULA MCNIELBOARD MEMBER
Trustee or director
0.2$0
STEW RIECKMANBOARD MEMBER
Trustee or director
0.2$0
JIM STAPELBOARD MEMBER
Trustee or director
0.2$0

Address and contacts

Address (IRS master file)
225 N EAGLE ST, OSHKOSH, WI 54902-4125
In care of
% KIM MAKI
Principal officer (990 for 2024)
THERESA BERTRAM, 225 N EAGLE ST, OSHKOSH, WI 54902
Signed the 990
THERESA BERTRAM, PRESIDENT & CEO
Phone
(920) 235-4653
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

MIRAVIDA LIVING INC IS A FAMILY OF HEALTHCARE AND RESIDENTIAL SERVICE ORGANIZATIONS COMMITTED TO PROVIDING QUALITY CARE AND ENRICHING OPPORTUNITIES TO THE AGING AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • MIRAVIDA LIVING PROVIDES MANAGEMENT SERVICES TO ITS SUBSIDIARIES, WHICH ARE BETHEL HOME, INC., SIMEANNA APARTMENTS, INC., SIMEANNA SOUTH, INC., SIMEANNA III, INC., CARMEL RESIDENCE, INC., GABRIEL'S VILLA, INC., MIRAVIDA LIVING FOUNDATION, INC., AND EDEN REHABILITATION SUITES AND GREEN HOUSE HOMES, INC.
    Expenses $2,185,160 · revenue $3,231,089
  • MIRAVIDA LIVING OPERATES A PHARMACY WITHIN THE WALLS OF BETHEL HOME FOR THE BENEFIT OF ITS RESIDENTS.
    Expenses $589,140 · revenue $281,366

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1032234
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1961
Accounting year ends
December
Files
Not required (church)
Category (NTEE)
Human services (P020)
Assets (IRS master file)
$16,411,193
Income (IRS master file)
$4,364,999

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,712,007$3,413,905$16,411,193XML
990December 2023$4,732,330$3,267,355$12,154,418XML
990December 2022$3,865,853$3,135,077$10,896,104IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 39-1032234).

Questions about MIRAVIDA LIVING INC

What is the EIN of MIRAVIDA LIVING INC?
The employer identification number (EIN) of MIRAVIDA LIVING INC is 39-1032234.
Is MIRAVIDA LIVING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Which annual return does MIRAVIDA LIVING INC file?
Form Not required (church). Churches are not required to file.
When is the next return of MIRAVIDA LIVING 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 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 INC?
The 990 for the year ended December 31, 2024 names THERESA BERTRAM.
Who are the officers and directors of MIRAVIDA LIVING INC?
The 990 for the year ended December 31, 2024 lists 14 people; 5 received compensation from the organization, the highest $363,150 (THERESA BERTRAM, PRESIDENT & CEO).
How much revenue does MIRAVIDA LIVING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,712,007, expenses of $3,413,905 and total assets of $16,411,193 at year end.

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