Civic Intelligence

Simeanna III Inc

EIN 39-1270056 • 501(c)3 • Oshkosh, WI

Profile

To provide quality care and life enriching opportunities to the aging and those in need in a caring, christian environment.

151 N Eagle StOshkosh, WI 54902

www.miravidaliving.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.03x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$363,150

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 57.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.8%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,127,080

Up $18,087 (+1.6%) from 2023

Liabilities

Down

$654,788

Down $57,719 (-8.1%) from 2023

Net Assets

Up

$472,292

Up $75,806 (+19%) from 2023

Revenue

Up

$633,475

Up $45,698 (+7.8%) from 2023

Expenses

Down

$557,669

Down $37,723 (-6.3%) from 2023

Net Income

Up

$75,806

Up $83,421 (+1095%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,458,369Liabilities 2010: $882,559Net Assets 2010: $575,8102010Assets 2011: $1,347,435Liabilities 2011: $793,387Net Assets 2011: $554,0482011Assets 2012: $1,832,062Liabilities 2012: $1,328,794Net Assets 2012: $503,2682012Assets 2013: $1,756,264Liabilities 2013: $1,282,053Net Assets 2013: $474,2112013Assets 2014: $1,641,348Liabilities 2014: $1,224,292Net Assets 2014: $417,0562014Assets 2015: $1,552,413Liabilities 2015: $1,181,633Net Assets 2015: $370,7802015Assets 2016: $1,423,058Liabilities 2016: $1,067,886Net Assets 2016: $355,1722016Assets 2017: $1,370,582Liabilities 2017: $1,040,877Net Assets 2017: $329,7052017Assets 2018: $1,302,361Liabilities 2018: $989,887Net Assets 2018: $312,4742018Assets 2019: $1,257,844Liabilities 2019: $934,287Net Assets 2019: $323,5572019Assets 2020: $1,260,008Liabilities 2020: $874,228Net Assets 2020: $385,7802020Assets 2021: $1,240,926Liabilities 2021: $832,847Net Assets 2021: $408,0792021Assets 2022: $1,229,164Liabilities 2022: $825,065Net Assets 2022: $404,0992022Assets 2023: $1,108,993Liabilities 2023: $712,507Net Assets 2023: $396,4862023Assets 2024: $1,127,080Liabilities 2024: $654,788Net Assets 2024: $472,2922024

Highlighted filing

2024

Assets$1,127,080
Liabilities$654,788
Net Assets$472,292

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $456,1572010Expenses 2011: $488,7122011Revenue 2012: $462,282Expenses 2012: $513,062Net Income 2012: -$50,7802012Revenue 2013: $492,143Expenses 2013: $521,200Net Income 2013: -$29,0572013Revenue 2014: $473,624Expenses 2014: $530,779Net Income 2014: -$57,1552014Revenue 2015: $490,886Expenses 2015: $537,162Net Income 2015: -$46,2762015Revenue 2016: $513,257Expenses 2016: $528,865Net Income 2016: -$15,6082016Revenue 2017: $519,810Expenses 2017: $543,126Net Income 2017: -$23,3162017Revenue 2018: $531,133Expenses 2018: $550,515Net Income 2018: -$19,3822018Revenue 2019: $549,890Expenses 2019: $538,807Net Income 2019: $11,0832019Revenue 2020: $566,454Expenses 2020: $504,231Net Income 2020: $62,2232020Revenue 2021: $564,950Expenses 2021: $542,651Net Income 2021: $22,2992021Revenue 2022: $543,831Expenses 2022: $547,811Net Income 2022: -$3,9802022Revenue 2023: $587,777Expenses 2023: $595,392Net Income 2023: -$7,6152023Revenue 2024: $633,475Expenses 2024: $557,669Net Income 2024: $75,8062024

Highlighted filing

2024

Revenue$633,475
Expenses$557,669
Net Income$75,806

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.65$0.47$0.63$0.56$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.71$0.40$0.59$0.60$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.83$0.40$0.54$0.55$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.83$0.41$0.56$0.54$0.02
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.26$0.87$0.39$0.57$0.50$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.93$0.32$0.55$0.54$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.99$0.31$0.53$0.55$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$1.04$0.33$0.52$0.54$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$1.07$0.36$0.51$0.53$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.55$1.18$0.37$0.49$0.54$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$1.22$0.42$0.47$0.53$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.76$1.28$0.47$0.49$0.52$0.03
2012Summary only. Only limited summary data is available for this year.$1.83$1.33$0.50$0.46$0.51$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.79$0.55$0.49
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.88$0.58$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$633,475
Mission and Program Overview

Mission

To provide quality care and life enriching opportunities to the aging and those in need in a caring, christian environment.

To provide housing for aging persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$367,315$488,362▲ $121,047
Cash and Non-Interest-Bearing Accounts$14,372$37,513▲ $23,141
Prepaid Expenses and Deferred Charges$6,881$3,438▼ $3,443
Investments Program Related$2,151$2,151→ $0
Total Assets$1,108,993$1,127,080▲ $18,087
Other Assets Total$718,274$595,616▼ $122,658
Liabilities
Mortgage Notes Payable Secured by Investment Property$639,104$576,142▼ $62,962
Other Liabilities$37,534$39,480▲ $1,946
Escrow Account Liability$33,651$32,944▼ $707
Accounts Payable and Accrued Expenses$2,218$6,222▲ $4,004
Total Liabilities$712,507$654,788▼ $57,719
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$396,486$472,292▲ $75,806
Total Net Assets Fund Balance$396,486$472,292▲ $75,806
Total Liabilities and Net Assets / Fund Balance$1,108,993$1,127,080▲ $18,087

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$154,963$2,907,659$3,062,622
Other Land Buildings$160,764$370,075$530,839
Leasehold Improvements$79,726$193,534$273,260
Equipment$28,844$228,008$256,852
Land$64,065-$64,065
Other Assets Org$238,044--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark BeecherChair
Theresa BertramPresident & CEO
Nate OlsenVice-chair
Diane LangdonBoard Member
Dr Paula McnielBoard Member
Jason LoweBoard Member
Jim StapelBoard Member
Mark BoettcherBoard Member
Stew RieckmanBoard Member
Jamie BonellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$621,350
Investment Income
$435
Other Revenue
$11,690
Change in Net Assets
$75,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$633,475
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$633,475
Total Revenue per Form 990
$633,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$344,825
Salaries, Compensation, and Employee Benefits$212,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,040$84,804-$212,844
Occupancy$81,521--$81,521
Depreciation Depletion$73,677--$73,677
Fees for Services Management$57,537--$57,537
Fees for Services Other$39,653$4,460-$44,113
Interest$24,584--$24,584
Office Expenses$7,944$10,916-$18,860
Insurance$13,549--$13,549
Travel$12,908$36-$12,944
Fees for Services Accounting-$5,947-$5,947
Advertising-$582-$582
Other Expenses$216$1,707-$216
Total Functional Expenses$449,217$108,452$0$557,669

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$557,669
Total Expenses per Audited Statements$557,669
Total Expenses per Form 990$557,669
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Affiliates$39,480
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee consists of the officers of the board of directors plus two other members of the board. The executive committee shall be responsible for the agenda for the board and voting membership meetings. This committee shall keep itself informed of the entire operation of the corporation and its subsidiary corporations, and shall execute such actions as may be assigned to it by the board. The committee shall also concern itself with matters not assigned to other committees.

Form 990, Part VI, Section A, Line 6

Miravida living, inc. Is the sole member of simeanna iii, inc.

Form 990, Part VI, Section A, Line 7A

The directors of simeanna iii, inc. Are elected by the board of directors of the sole member, miravida living, inc.

Form 990, Part VI, Section A, Line 7B

Major standard operating procedures, major policies, and programs of simeanna iii, inc. Are submitted to the board of directors of the sole member, miravida living, inc. For approval and implementation. Amendments to the articles of incorporation or bylaws require the approval of the board of directors of the sole member, miravida living, inc.

Form 990, Part VI, Section B, Line 11B

Before it was filed, the form 990 was reviewed by the ceo, then distributed to each member of the board of directors to review.

Form 990, Part VI, Section B, Line 12C

Annually, the corporate secretary distributes a conflict of interest form to each member of the board of directors and various committee members not on the board that requires each to identify potential conflicts or other related party interests. The reports are reviewed by the secretary and ceo and any conflicts are brought to the board's attention. A member of the board who has a conflict of interest may not vote on any such issue before the board. Any question of whether there is a conflict is resolved by the board of directors. If the board of directors determines that a director has committed a substantial violation of the conflict of interest policy, the individual is removed from the office of director. In addition, all management and supervisory employees are informed of the organization's policy regarding related party transactions and conflicts of interest.

Form 990, Part VI, Section C, Line 19

The organization's financial statements, governing documents and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Simeanna Iii Inc
EIN
39-1270056
Phone
9202354653
Address
151 N EAGLE ST, OSHKOSH, WI 54902

Signing Officer

Name
Theresa M Bertram
Title
President & CEO
Phone
9202325228
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa M Bertram
Formed
1978
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

Tenant deposits held in trust: hud regulations require that security deposits be maintained in a separate account in the name of the project. Total funds in this account are required to equal or exceed the aggregate of all the project's security deposit obligations. The deposits and reserves listed above are invested in cash and a certificate of deposit.

PART X, LINE 2:

The project has evaluated its tax positions and determined it has no uncertain tax positions at december 31, 2024.

Raw XML AppendixShowing 400 of 636 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02218
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06222
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING FOR AGING PERSONS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0582
IRS990/AdvertisingGrp/TotalAmt0582
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM MAKI
IRS990/BooksInCareOfDetail/PhoneNum09202325238
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 N EAGLE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054902
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014372
IRS990/CashNonInterestBearingGrp/EOYAmt037513
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0435
IRS990/CYOtherExpensesAmt0344825
IRS990/CYOtherRevenueAmt011690
IRS990/CYProgramServiceRevenueAmt0621350
IRS990/CYRevenuesLessExpensesAmt075806
IRS990/CYSalariesCompEmpBnftPaidAmt0212844
IRS990/CYTotalExpensesAmt0557669
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0633475
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt073677
IRS990/DepreciationDepletionGrp/TotalAmt073677
IRS990/Desc0SIMEANNA III, INC. OFFERS APARTMENT STYLE LIVING FOR AGING PERSONS. THE FACILITY CONTAINS 78 UNITS; ALL UNITS QUALIFY UNDER SECTION 8 OF THE HUD REGULATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt033651
IRS990/EscrowAccountLiabilityGrp/EOYAmt032944
IRS990/ExpenseAmt0449217
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05947
IRS990/FeesForServicesAccountingGrp/TotalAmt05947
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt057537
IRS990/FeesForServicesManagementGrp/TotalAmt057537
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04460
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt039653
IRS990/FeesForServicesOtherGrp/TotalAmt044113
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt933.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK BEECHER
IRS990/Form990PartVIISectionAGrp/PersonNm1NATE OLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMIE BONELL
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK BOETTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE LANGDON
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm6DR PAULA MCNIEL
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM STAPEL
IRS990/Form990PartVIISectionAGrp/PersonNm8STEW RIECKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9THERESA BERTRAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9363150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0633475
IRS990/GroupExemptionNum09386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt013549
IRS990/InsuranceGrp/TotalAmt013549
IRS990/InterestGrp/ProgramServicesAmt024584
IRS990/InterestGrp/TotalAmt024584
IRS990/InvestmentIncomeGrp/ExclusionAmt0435
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0435
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt02151
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02151
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03699276
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0367315
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0488362
IRS990/LandBldgEquipCostOrOtherBssAmt04187638
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE QUALITY CARE AND LIFE ENRICHING OPPORTUNITIES TO THE AGING AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0639104
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0576142
IRS990/NetAssetsOrFundBalancesBOYAmt0396486
IRS990/NetAssetsOrFundBalancesEOYAmt0472292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0396486
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0472292
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt081521
IRS990/OccupancyGrp/TotalAmt081521
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010916
IRS990/OfficeExpensesGrp/ProgramServicesAmt07944
IRS990/OfficeExpensesGrp/TotalAmt018860
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0718274
IRS990/OtherAssetsTotalGrp/EOYAmt0595616
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2PIANO TUNING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01707
IRS990/OtherExpensesGrp/ProgramServicesAmt09588
IRS990/OtherExpensesGrp/ProgramServicesAmt1216
IRS990/OtherExpensesGrp/TotalAmt09588
IRS990/OtherExpensesGrp/TotalAmt11707
IRS990/OtherExpensesGrp/TotalAmt2216
IRS990/OtherLiabilitiesGrp/BOYAmt037534
IRS990/OtherLiabilitiesGrp/EOYAmt039480
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY REVENUE
IRS990/OtherRevenueMiscGrp/Desc1AIR CONDITIONING RENTA
IRS990/OtherRevenueMiscGrp/ExclusionAmt06845
IRS990/OtherRevenueMiscGrp/ExclusionAmt14845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14845
IRS990/OtherRevenueTotalAmt011690
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084804
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128040
IRS990/OtherSalariesAndWagesGrp/TotalAmt0212844
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06881
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03438
IRS990/PrincipalOfficerNm0THERESA M BERTRAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0621350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0621350
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0402
IRS990/PYOtherExpensesAmt0372000
IRS990/PYOtherRevenueAmt011469
IRS990/PYProgramServiceRevenueAmt0575906
IRS990/PYRevenuesLessExpensesAmt0-7615
IRS990/PYSalariesCompEmpBnftPaidAmt0223392
IRS990/PYTotalExpensesAmt0595392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0587777
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt075806
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0621350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LAUNDRY COIN - 2020 AMOUNT: $ 7,041. 2021 AMOUNT: $ 6,621. 2022 AMOUNT: $ 6,209. 2023 AMOUNT: $ 6,749. 2024 AMOUNT: $ 6,845. BEAUTY SHOP REVENUE - 2020 AMOUNT: $ 60. OTHER INCOME - 2021 AMOUNT: $ 6,519. 2022 AMOUNT: $ 488. AIR CONDITIONING RENTAL - 2020 AMOUNT: $ 5,020. 2021 AMOUNT: $ 4,840. 2022 AMOUNT: $ 3,866. 2023 AMOUNT: $ 4,720. 2024 AMOUNT: $ 4,845.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0204
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0621350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0575906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0533053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0546643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0554091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02831043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01288
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt011690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011469
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt010563
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017980
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012121
IRS990ScheduleA/OtherIncome509Grp/TotalAmt063823
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77270
IRS990ScheduleA/PublicSupportPY509Pct00.77010
IRS990ScheduleA/PublicSupportTotal509Amt02237790
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0127929
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0123319
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0114303
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0111736
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0115966
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0593253
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0127929
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0123319
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0114303
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0111736
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0115966
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0593253
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0621350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0575906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0533053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0546643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0554091
IRS990ScheduleA/Total509Grp/TotalAmt02831043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0633475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0587579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0543831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0564815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0566454
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02896154
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0154963
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02907659
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03062622
IRS990ScheduleD/EquipmentGrp/BookValueAmt028844
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0228008
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0256852
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0557669
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt064065
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt064065
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt079726
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0193534
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0273260
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt049510
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18497
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2299565
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3238044
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0160764
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0370075
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0530839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039480
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM AFFILIATES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0633475
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT DEPOSITS HELD IN TRUST: HUD REGULATIONS REQUIRE THAT SECURITY DEPOSITS BE MAINTAINED IN A SEPARATE ACCOUNT IN THE NAME OF THE PROJECT. TOTAL FUNDS IN THIS ACCOUNT ARE REQUIRED TO EQUAL OR EXCEED THE AGGREGATE OF ALL THE PROJECT'S SECURITY DEPOSIT OBLIGATIONS. THE DEPOSITS AND RESERVES LISTED ABOVE ARE INVESTED IN CASH AND A CERTIFICATE OF DEPOSIT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE PROJECT HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0488362
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0595616
IRS990ScheduleD/TotalExpensesPerForm990Amt0557669
IRS990ScheduleD/TotalLiabilityAmt039480
IRS990ScheduleD/TotalRevenuePerForm990Amt0633475
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0633475
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0557669
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.