Nonprofit · EIN 39-1270056
SIMEANNA III INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $633,475 | $557,669 | $75,806 | $1,127,080 | $654,788 | $472,292 |
| December 31, 2023 | 990 | $587,777 | $595,392 | -$7,615 | $1,108,993 | $712,507 | $396,486 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $621,350
- Investment income
- $435
- Other revenue
- $11,690
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $212,844
- Salaries, compensation and benefits (total)
- $212,844
- Professional fundraising fees
- $0
- Accounting fees
- $5,947
- Occupancy
- $81,521
- Travel
- $12,944
- Depreciation
- $73,677
- Program services (functional)
- $449,217
- Management and general (functional)
- $108,452
Balance sheet and other
- Total assets, start of year
- $1,108,993
- Total assets, end of year
- $1,127,080
- Total liabilities, end of year
- $654,788
- Net assets, end of year
- $472,292
- Land, buildings and equipment
- $488,362
- Net assets without donor restrictions
- $472,292
- Gross receipts
- $633,475
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- 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 | 4.5 | $0 | $363,150 |
| MARK BEECHER | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| NATE OLSEN | VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| JAMIE BONELL | SECRETARY Trustee or director, Officer | 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 |
| STEW RIECKMAN | 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 Trustee or director, Officer | 4.5 | $0 | $393,735 |
| MARK BEECHER | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| NATE OLSEN | VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| JAMIE BONELL | SECRETARY Trustee or director, Officer | 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 |
| STEW RIECKMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 151 N EAGLE ST, OSHKOSH, WI 54902-4123
- Principal officer (990 for 2024)
- THERESA M BERTRAM, 151 N EAGLE ST, 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
TO PROVIDE QUALITY CARE AND LIFE ENRICHING OPPORTUNITIES TO THE AGING AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT.
Program accomplishments
- SIMEANNA III, INC. OFFERS APARTMENT STYLE LIVING FOR AGING PERSONS. THE FACILITY CONTAINS 78 UNITS; ALL UNITS QUALIFY UNDER SECTION 8 OF THE HUD REGULATIONS.Expenses $449,217 · revenue $621,350
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
- 39-1270056
- 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)
- $1,127,080
- Income (IRS master file)
- $633,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $633,475 | $557,669 | $1,127,080 | XML |
| 990 | December 2023 | $587,777 | $595,392 | $1,108,993 | XML |
| 990 | December 2022 | $543,831 | $547,811 | $1,229,164 | 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 39-1270056).
Questions about SIMEANNA III INC
- What is the EIN of SIMEANNA III INC?
- The employer identification number (EIN) of SIMEANNA III INC is 39-1270056.
- Is SIMEANNA III INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does SIMEANNA III 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 III 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 III 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 III INC?
- The 990 for the year ended December 31, 2024 names THERESA M BERTRAM.
- Who are the officers and directors of SIMEANNA III INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does SIMEANNA III INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $633,475, expenses of $557,669 and total assets of $1,127,080 at year end.
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