Nonprofit · EIN 39-1448325
CARMEL RESIDENCE INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,095,883 | $983,868 | $112,015 | $3,984,302 | $2,693,540 | $1,290,762 |
| December 31, 2023 | 990 | $999,908 | $973,998 | $25,910 | $4,063,048 | $2,884,301 | $1,178,747 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,045,909
- Investment income
- $47,115
- Other revenue
- $2,859
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $298,644
- Salaries, compensation and benefits (total)
- $298,644
- Professional fundraising fees
- $0
- Accounting fees
- $9,448
- Occupancy
- $158,347
- Depreciation
- $344,398
- Program services (functional)
- $770,183
- Management and general (functional)
- $213,685
Balance sheet and other
- Total assets, start of year
- $4,063,048
- Total assets, end of year
- $3,984,302
- Total liabilities, end of year
- $2,693,540
- Net assets, end of year
- $1,290,762
- Land, buildings and equipment
- $2,056,910
- Net assets without donor restrictions
- $1,290,762
- Gross receipts
- $1,095,883
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1988
- 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 |
| MARK BOETTCHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DIANE LANGDON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| STEW RIECKMAN | 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 |
| MARK BOETTCHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DIANE LANGDON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| STEW RIECKMAN | 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)
- 220 NORTH WESTFIELD STREET, OSHKOSH, WI 54902-4155
- In care of
- % MS CATHY ROWE DIR BUS SVCS
- Principal officer (990 for 2024)
- THERESA M BERTRAM, 220 NORTH WESTFIELD 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
CARMEL RESIDENCE, INC., 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 OF A CARING, CHRISTIAN ENVIRONMENT.
Program accomplishments
- CARMEL RESIDENCE, INC., PROVIDES INDEPENDENT LIVING FACILITIES FOR AGING PERSONS. THE ENTITY HAS 72 INDEPENDENT LIVING UNITS.Expenses $770,183 · revenue $1,045,909
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
- 39-1448325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $3,984,302
- Income (IRS master file)
- $1,095,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,095,883 | $983,868 | $3,984,302 | XML |
| 990 | December 2023 | $999,908 | $973,998 | $4,063,048 | XML |
| 990 | December 2022 | $913,349 | $880,565 | $3,886,862 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 39-1448325).
Questions about CARMEL RESIDENCE INC
- What is the EIN of CARMEL RESIDENCE INC?
- The employer identification number (EIN) of CARMEL RESIDENCE INC is 39-1448325.
- Is CARMEL RESIDENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does CARMEL RESIDENCE 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 CARMEL RESIDENCE 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 CARMEL RESIDENCE 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 CARMEL RESIDENCE INC?
- The 990 for the year ended December 31, 2024 names THERESA M BERTRAM.
- Who are the officers and directors of CARMEL RESIDENCE INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does CARMEL RESIDENCE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,095,883, expenses of $983,868 and total assets of $3,984,302 at year end.
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