Miravida Living Foundation Inc
- Assets
- $5.3m
- Revenue
- $504.3k
- Investments
- $190.9k
- Employees
- 0
- Location
- Oshkosh, WI
- Founding
- 04/1988
- Data as of
- 12/2021
- EIN
- 01-0938793
Organization Overview
Miravida Living Foundation Inc is located in Oshkosh, WI. The organization was established in 1988. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Miravida Living Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Miravida Living Foundation Inc generated $504.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.3% each year. All expenses for the organization totaled $104.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Miravida Living Foundation Inc has awarded 12 individual grants totaling $1,136,189. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE FUNDRAISING SERVICES TO TAX-EXEMPT ORGANIZATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO FURTHER SUPPORT THE EXEMPT PURPOSE OF MIRAVIDA LIVING, INC. AND ITS AFFILIATES THROUGH THE USE OF FUNDRAISING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathy Bermingham Secretary | OfficerTrustee | 0.2 | $0 |
Mary Murken Chair | OfficerTrustee | 0 | $0 |
Mark Beecher Vice Chair | OfficerTrustee | 0 | $0 |
Theresa Bertram President & CEO | Officer | 0 | $0 |
Jamie Bonell Board Member | Trustee | 0.2 | $0 |
Peg Olson Board Member | Trustee | 0.2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $391,789 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $391,789 |
| Total Program Service Revenue | $0 |
| Investment income | $93,954 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $18,502 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $504,294 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $21,128 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $608 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $14,663 |
| Fees for services: Other | $36 |
| Advertising and promotion | $0 |
| Office expenses | $340 |
| Information technology | $1,693 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $104,527 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $441,078 |
| Savings and temporary cash investments | $114,797 |
| Pledges and grants receivable | $6,306 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,176 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,384,170 |
| Investments—other securities | $190,892 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $204,874 |
| Total assets | $5,343,293 |
| Accounts payable and accrued expenses | $2,449 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $5,230 |
| Total liabilities | $7,679 |
| Net assets without donor restrictions | $2,341,874 |
| Net assets with donor restrictions | $2,993,740 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,343,293 |
Grants Awarded
Over the last fiscal year, Miravida Living Foundation Inc has awarded $20,260 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Oshkosh, WI PURPOSE: GENERAL SUPPORT | $11,985 |
Oshkosh, WI PURPOSE: GENERAL SUPPORT | $8,275 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Miravida Living Foundation Inc has recieved totaling $7,632.
| Awarding Organization | Amount |
|---|---|
Meeleus Charitable Trust Milwaukee, WI PURPOSE: GENERAL OPERATING | $7,632 |
Endowment Analysis
| Beg. Balance | $2,764,405 |
| Earnings | $108,458 |
| Net Contributions | $1,244 |
| Other Expense | $94,032 |
| Ending Balance | $2,780,075 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Otto Bremer Trust St Paul, MN | $1,543,197,073 | $135,875,116 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Richard M Schulze Family Foundation Minneapolis, MN | $250,424,427 | $45,882,285 |
Fred C And Katherine B Andersen Foundation Bayport, MN | $1,210,701,778 | $63,445,932 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
The Meijer Foundation Grand Rapids, MI | $118,103,895 | $43,970,388 |