MIRAVIDA LIVING FOUNDATION (EIN 010938793) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

THERESA M BERTRAM

Phone

9202354653

Tax Period

2023-01-01 to 2023-12-31

MIRAVIDA LIVING FOUNDATION, founded in 2009, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $675K exceeded revenue, resulting in a 292% operating deficit.

Mission

TO PROVIDE FUNDRAISING SERVICES TO TAX-EXEMPT ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $55,194

Program Service Revenue $0

Investment Income $117,191

Other Revenue $64

TOTAL REVENUE $172,449

Expense Breakdown

Grants Paid $670,546

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $674,395

Other Expenses $4,601

TOTAL EXPENSES $675,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,449	$1,656,723	-0.9%
Expenses	$675,147	$646,101	+0.0%
Net Income	$-502,698	$1,010,622	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$393,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BEECHER	CHAIR	0.20	Officer Director	$0	$0	$0
NATE OLSON	VICE CHAIR	0.20	Officer Director	$0	$0	$0
JAMIE BONELL	SECRETARY	0.20	Officer Director	$0	$0	$0
STEW RIECKMAN	BOARD MEMBER	0.20	Director	$0	$0	$0
MARK BOETTCHER	BOARD MEMBER	0.20	Director	$0	$0	$0
DIANE LANGDON	BOARD MEMBER	0.20	Director	$0	$0	$0
JASON LOWE	BOARD MEMBER	0.20	Director	$0	$0	$0
DR PAULA MCNIEL	BOARD MEMBER	0.20	Director	$0	$0	$0
JIM STAPEL	BOARD MEMBER	0.20	Director	$0	$0	$0
THERESA BERTRAM	PRESIDENT & CEO	1.00	Officer	$0	$0	$393,735

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$172,449	$675,147	$4,225,800	$-502,698
2022	$1,656,723	$646,101	$4,754,517	$1,010,622
2021	$504,294	$104,527	$5,343,293	$399,767
2020	$155,825	$50,585	$4,530,483	$105,240
2019	$219,152	$409,930	$4,399,829	$-190,778
2018	$291,962	$518,779	$4,022,073	$-226,817

MIRAVIDA LIVING FOUNDATION