MIRAVIDA LIVING INC

EIN: 391032234 501(c)(3) Human Services

OSHKOSH, WI

Total Revenue
$4,732,330
Total Expenses
$3,267,355
Total Assets
$12,154,418
Net Assets
$11,554,734
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
WI
Principal Officer
THERESA BERTRAM
Phone
9202354653
Tax Period
2023-01-01 to 2023-12-31

MIRAVIDA LIVING INC, founded in 1966, is a community nonprofit in the Human Services sector that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 31% operating margin.

Mission

MIRAVIDA LIVING INC 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 GREENHOUSE HOMES INC.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $802,045
Program Service Revenue $3,180,025
Investment Income $7,702
Other Revenue $742,558
TOTAL REVENUE $4,732,330

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,753,838
Fundraising Expenses $0
Program Expenses $3,043,828
Other Expenses $513,517
TOTAL EXPENSES $3,267,355

Year-over-Year Comparison

2023 2022 Change
Revenue $4,732,330 $3,865,853 +0.2%
Expenses $3,267,355 $3,135,077 +0.0%
Net Income $1,464,975 $730,776 +1.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
49
Volunteers
9

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
5
$510,345
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
2
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
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
STEW RIECKMAN BOARD MEMBER 0.20
Director
$0 $0 $0
JIM STAPEL BOARD MEMBER 0.20
Director
$0 $0 $0
THERESA BERTRAM PRESIDENT & CEO 4.50
Officer
$393,735 $0 $393,735
KARI HAWKINSON VP OF HUMAN RESOURCES 40.00
Officer
$116,610 $0 $116,610
KERRI SCHUELER PHARMICIST 40.00
Highest
$149,000 $0 $149,000
JOSH BORLAND FACILITIES OPERATIONS MANAGER 40.00
Highest
$102,090 $0 $102,090
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 $4,732,330 $3,267,355 $12,154,418 $1,464,975
2022 $3,865,853 $3,135,077 $10,896,104 $730,776
2021 $4,107,599 $3,149,105 $9,563,140 $958,494
2020 $3,684,105 $3,238,984 $8,959,305 $445,121
2019 $3,411,419 $3,156,258 $7,629,613 $255,161
2018 $3,331,353 $3,069,097 $7,119,517 $262,256
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