Nonprofit · EIN 39-1238670
SIMEANNA SOUTH INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $577,866 | $467,083 | $110,783 | $1,099,012 | $58,859 | $1,040,153 |
| December 31, 2023 | 990 | $505,715 | $455,910 | $49,805 | $1,080,715 | $51,345 | $1,029,370 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $554,627
- Investment income
- $14,062
- Other revenue
- $9,177
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $184,440
- Salaries, compensation and benefits (total)
- $184,440
- Professional fundraising fees
- $0
- Accounting fees
- $6,013
- Occupancy
- $120,454
- Travel
- $36
- Depreciation
- $53,222
- Program services (functional)
- $360,909
- Management and general (functional)
- $106,174
Balance sheet and other
- Total assets, start of year
- $1,080,715
- Total assets, end of year
- $1,099,012
- Total liabilities, end of year
- $58,859
- Net assets, end of year
- $1,040,153
- Land, buildings and equipment
- $471,281
- Net assets without donor restrictions
- $1,040,153
- Gross receipts
- $577,866
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1986
- 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 | 4 | $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 | 4 | $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)
- 145 N EAGLE ST, OSHKOSH, WI 54902-4138
- Principal officer (990 for 2024)
- THERESA BERTRAM, 145 N EAGLE ST, OSHKOSH, WI 54902
- Signed the 990
- THERESA BERTRAM, PRESIDENT & CEO
- Phone
- (920) 235-4653
- Website
- WWW.MIRAVIALIVING.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE QUALITY CARE AND LIFE-ENRICHING OPPORTUNITIES TO THE AGING, AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT.
Program accomplishments
- SIMEANNA SOUTH, INC. OFFERS APARTMENT STYLE LIVING FOR AGING PERSONS. THE FACILITY CONTAINS 61 UNITS; 60 OF THE UNITS QUALIFY UNDER SECTION 8 OF THE HUD REGULATIONS, AND 1 UNIT IS EXEMPT.Expenses $360,909 · revenue $554,627
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 39-1238670
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $1,099,012
- Income (IRS master file)
- $577,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $577,866 | $467,083 | $1,099,012 | IRS |
| 990 | December 2023 | $505,715 | $455,910 | $1,080,715 | XML |
| 990 | December 2022 | $472,157 | $432,112 | $1,028,077 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 39-1238670).
Questions about SIMEANNA SOUTH INC
- What is the EIN of SIMEANNA SOUTH INC?
- The employer identification number (EIN) of SIMEANNA SOUTH INC is 39-1238670.
- Is SIMEANNA SOUTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does SIMEANNA SOUTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIMEANNA SOUTH 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 SIMEANNA SOUTH 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 SIMEANNA SOUTH INC?
- The 990 for the year ended December 31, 2024 names THERESA BERTRAM.
- Who are the officers and directors of SIMEANNA SOUTH INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does SIMEANNA SOUTH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $577,866, expenses of $467,083 and total assets of $1,099,012 at year end.
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