ECUMEN: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ECUMEN (EIN 91-1982139)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-03
- IRS object ID
- 201823089349300602
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
- Affiliate Listing
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-03T11:57:33-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911982139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECUMEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECUM | BusinessNameControlTxt |
| Phone | 6517664300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCGUIRE | PersonNm |
| Person Title | CFO & SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 6517664300 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER STEINHOFF | PreparerPersonNm |
| PTIN | P01587351 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 13:55:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E168BB59A4AC1B98DF6FDFCBC72C1446FCA85D8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2CCFC7E30E1C7F7287E1A5F09795F66155F6CA59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $183,458,863 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | 0 | AllAffiliatesIncludedInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECUMEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | WE CREATE HOMES FOR OLDER ADULTS, WHEREVER THEY CHOOSE TO LIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3762 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $26,290 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,075,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,231,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $153,698,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $153,640,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,461,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,792,412 | CYInvestmentIncomeAmt |
| PY Other Revenue | $677,247 | PYOtherRevenueAmt |
| CY Other Revenue | $253,292 | CYOtherRevenueAmt |
| PY Total Revenue | $158,912,600 | PYTotalRevenueAmt |
| CY Total Revenue | $165,917,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $293,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $279,133 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $89,273,403 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $89,647,666 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $599,995 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,239,189 | PYOtherExpensesAmt |
| CY Other Expenses | $70,400,749 | CYOtherExpensesAmt |
| PY Total Expenses | $158,806,271 | PYTotalExpensesAmt |
| CY Total Expenses | $160,327,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $106,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,589,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $319,012,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,535,199 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $277,966,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,919,966 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,046,193 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,615,233 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE CREATE HOMES FOR OLDER ADULTS, WHEREVER THEY CHOOSE TO LIVE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $144,072,639 | ExpenseAmt |
| Grant | $279,133 | GrantAmt |
| Revenue | $153,640,281 | RevenueAmt |
| Desc | ECUMEN IS A MINNESOTA NONPROFIT CORPORATION ORGANIZED PRIMARILY TO OWN, OPERATE, MANAGE AND SUPPORT SENIOR LIVING AND HEALTH CARE COMMUNITIES. HOUSING AND SERVICES FOR SENIORS ARE PROVIDED AT ECUMEN COMMUNITIES THROUGH A CONTINUUM OF CARE, INCLUDING VARIOUS LEVELS OF RESIDENTIAL LIVING AND SKILLED NURSING AS WELL AS OTHER COMMUNITY-BASED PROGRAMS AND SERVICES, INCLUDING HOME HEALTH CARE AND OUTPATIENT THERAPIES. AS OF DECEMBER 31, 2017, ECUMEN AND ITS AFFILIATES OWNED OR LEASED 42 HEALTH CARE AND OTHER FACILITIES, INCLUDING 11 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED HOUSING PROJECTS. AN ADDITIONAL 20 HEALTH CARE AND OTHER FACILITIES WERE MANAGED FOR UNRELATED THIRD-PARTY OWNERS. | Desc |
| Total Program Service Expenses | $144,072,639 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 383 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3762 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCGUIRE | PersonNm |
| Phone | 6517664300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DARRELL TUKUA | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE CERVENKA | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GAIL OLSON | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANN BARKELEW | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSIE CROCKETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J MICHAEL DADY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID DURENBERGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT HOFFMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA KRO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD OLSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN PETRABORG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM SCHOWALTER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY THOMPSON ULVESTAD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN ROBERTS | |||||||||
| PRESIDENT & CEO | 39.00 | Yes (X) | $594,316 | $0 | $59,989 | 1.00 | |||
| SHELLEY KENDRICK | |||||||||
| SR VP OF OPERATIONS | 39.00 | Yes (X) | $309,610 | $0 | $48,958 | 1.00 | |||
| SCOTT MCGUIRE | |||||||||
| CFO & SENIOR VP OF FINANCE | 39.00 | Yes (X) | $268,602 | $0 | $44,943 | 1.00 | |||
| ROBIN BALCK | |||||||||
| SR VP HR & STRATEGIC ALIGNMENT | 40.00 | Yes (X) | $279,487 | $0 | $29,489 | ||||
| ANASTASIA HANLEY | |||||||||
| SR VP OF PHILANTHROPY | 40.00 | Yes (X) | $168,633 | $0 | $12,197 | ||||
| JULIE MURRAY | |||||||||
| SR VP OF MARKETING & DEVELOPMENT | 40.00 | Yes (X) | $254,560 | $0 | $25,053 | ||||
| LARRY JORGENSEN | |||||||||
| VP OF INFORMATION TECHNOLOGY | 40.00 | $150,239 | $0 | $7,731 | Yes (X) | ||||
| JOHN KORZENDORFER | |||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | 40.00 | $168,639 | $0 | $19,538 | Yes (X) | ||||
| CAROL KVIDT | |||||||||
| SR DIR OF STRATEGY & SPECIAL PROJECTS | 40.00 | $173,421 | $0 | $24,252 | Yes (X) | ||||
| PAUL LIBBON | |||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | 40.00 | $182,717 | $0 | $15,173 | Yes (X) | ||||
| CYNTHIA MOWAN | |||||||||
| VP OF FINANCE | 39.00 | $166,963 | $0 | $22,215 | 1.00 | Yes (X) | |||
| JENNIFER PFEFFER | |||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | 40.00 | $169,036 | $0 | $33,218 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,886,223 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $342,756 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRAY PLANT MOOTY | |||||
| 80 S 8TH ST STE 500 | MINNEAPOLIS | MN | 55402 | LEGAL | $456,446 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 S 6TH ST STE 300 | MINNEAPOLIS | MN | 55402 | AUDIT & TAX | $396,713 |
| LINCOLN WASTE | |||||
| 2075 SILAS DEAN HWY STE 101 | ROCKY HILL | CT | 06067 | WASTE MANAGEMENT | $274,916 |
| LIFESTYLE COMMUNITIES LLC | |||||
| 6597 HARBOR BEACH NE | PRIOR LAKE | MN | 55372 | DEVELOPMENT | $247,638 |
| OUTCOME RESOURCE LLC | |||||
| 2210 PLAZA DRIVE SUITE 300 | ROCKLIN | CA | 95765 | CONSULT | $200,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $8,750 | FederatedCampaignsAmt |
| Fundraising | $95,184 | FundraisingAmt |
| Government Grants | $300,362 | GovernmentGrantsAmt |
| All Other Contributions | $1,826,923 | AllOtherContributionsAmt |
| Noncash Contributions | $3,078 | NoncashContributionsAmt |
| Total Contributions | $2,231,219 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSISTED LIVING FEES | 623000 | $75,324,667 | $75,324,667 |
| NURSING REVENUE | 623000 | $73,841,275 | $73,841,275 |
| MANAGEMENT FEES | 541610 | $2,631,191 | $2,631,191 |
| OTHER OPERATING FEES | 623000 | $707,922 | $707,922 |
| MEAL FEES | 722210 | $641,215 | $641,215 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $494,011 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $153,640,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $760,018 | TotalRevenueColumnAmt |
| Exclusion | $760,018 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $201,277 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $201,277 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,277 | TotalRevenueColumnAmt |
| Exclusion | $201,277 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,284,417 | SecuritiesAmt |
| Other | $24,208,060 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,869,878 | SecuritiesAmt |
| Other | $15,590,205 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $414,539 | SecuritiesAmt |
| Other | $8,617,855 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,032,394 | TotalRevenueColumnAmt |
| Exclusion | $9,032,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $95,184 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,987 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,747 | TotalRevenueColumnAmt |
| Exclusion | -$12,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $64,677 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $38,589 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,088 | TotalRevenueColumnAmt |
| Exclusion | $26,088 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFE/CATERING REVENUES | 722320 | $342,839 | $342,839 |
| TENANT FEES | 623000 | $329,165 | $329,165 |
| FACILITY USE FEES | 713940 | $182,675 | $182,675 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$816,005 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,290 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$842,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,674 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,917,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,640,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,290 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,019,414 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,133 | TotalAmt |
| Program Services | $279,133 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,253,804 | TotalAmt |
| Program Services | $494,152 | ProgramServicesAmt |
| Management And General | $1,578,822 | ManagementAndGeneralAmt |
| Fundraising | $180,830 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,148,176 | TotalAmt |
| Program Services | $63,913,311 | ProgramServicesAmt |
| Management And General | $6,015,169 | ManagementAndGeneralAmt |
| Fundraising | $219,696 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,365 | TotalAmt |
| Program Services | $1,815,401 | ProgramServicesAmt |
| Management And General | $403,209 | ManagementAndGeneralAmt |
| Fundraising | $20,755 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,429,906 | TotalAmt |
| Program Services | $8,769,918 | ProgramServicesAmt |
| Management And General | $624,502 | ManagementAndGeneralAmt |
| Fundraising | $35,486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,576,415 | TotalAmt |
| Program Services | $5,095,575 | ProgramServicesAmt |
| Management And General | $451,000 | ManagementAndGeneralAmt |
| Fundraising | $29,840 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,898,740 | TotalAmt |
| Program Services | $2,898,740 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,319 | TotalAmt |
| Program Services | $367,535 | ProgramServicesAmt |
| Management And General | $60,393 | ManagementAndGeneralAmt |
| Fundraising | $391 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,338 | TotalAmt |
| Program Services | $20,634 | ProgramServicesAmt |
| Management And General | $185,704 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,554,991 | TotalAmt |
| Program Services | $13,625,355 | ProgramServicesAmt |
| Management And General | $891,342 | ManagementAndGeneralAmt |
| Fundraising | $38,294 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,920 | TotalAmt |
| Program Services | $757,069 | ProgramServicesAmt |
| Management And General | $135,586 | ManagementAndGeneralAmt |
| Fundraising | $1,265 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,403 | TotalAmt |
| Program Services | $893,426 | ProgramServicesAmt |
| Management And General | $258,359 | ManagementAndGeneralAmt |
| Fundraising | $9,618 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,879 | TotalAmt |
| Program Services | $419,243 | ProgramServicesAmt |
| Management And General | $370,402 | ManagementAndGeneralAmt |
| Fundraising | $15,234 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,912,955 | TotalAmt |
| Program Services | $7,015,284 | ProgramServicesAmt |
| Management And General | $897,671 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,603 | TotalAmt |
| Program Services | $952,473 | ProgramServicesAmt |
| Management And General | $158,962 | ManagementAndGeneralAmt |
| Fundraising | $10,168 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,467 | TotalAmt |
| Program Services | $747,766 | ProgramServicesAmt |
| Management And General | $174,752 | ManagementAndGeneralAmt |
| Fundraising | $26,949 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,292,102 | TotalAmt |
| Program Services | $9,147,210 | ProgramServicesAmt |
| Management And General | $1,144,892 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,859,193 | TotalAmt |
| Program Services | $11,113,193 | ProgramServicesAmt |
| Management And General | $1,746,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,170 | TotalAmt |
| Program Services | $782,848 | ProgramServicesAmt |
| Management And General | $199,322 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENT CARE SUPPLIES | $10,009,487 | $10,009,487 | ||
| EQUIP. RENTAL & MAINT. | $1,944,506 | $1,656,574 | $287,148 | $784 |
| SURCHARGE | $1,504,387 | $1,504,387 | ||
| BAD DEBT EXPENSE | $512,070 | $506,812 | $5,258 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364,219 | TotalAmt |
| Program Services | $1,287,113 | ProgramServicesAmt |
| Management And General | $71,679 | ManagementAndGeneralAmt |
| Fundraising | $5,427 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,327,548 | TotalAmt |
| Program Services | $144,072,639 | ProgramServicesAmt |
| Management And General | $15,654,914 | ManagementAndGeneralAmt |
| Fundraising | $599,995 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,485,930 | BOYAmt |
| EOY | $23,389,152 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,755 | BOYAmt |
| EOY | $486,753 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,015,723 | BOYAmt |
| EOY | $14,937,885 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,522 | BOYAmt |
| EOY | $1,163,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,100 | BOYAmt |
| EOY | $658,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $313,594,347 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,018,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,826,094 | BOYAmt |
| EOY | $207,576,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,372,440 | BOYAmt |
| EOY | $32,620,220 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450,462 | BOYAmt |
| EOY | $2,724,422 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,095 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,824,664 | BOYAmt |
| EOY | $5,380,018 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,299,451 | BOYAmt |
| EOY | $25,598,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,012,236 | BOYAmt |
| EOY | $314,535,199 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,040,287 | BOYAmt |
| EOY | $12,701,257 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$141,227 | BOYAmt |
| EOY | -$187,727 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,081,597 | BOYAmt |
| EOY | $86,259,461 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,906,845 | BOYAmt |
| EOY | $1,717,076 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,522,984 | BOYAmt |
| EOY | $156,161,107 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,557 | BOYAmt |
| EOY | $8,268,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,966,043 | BOYAmt |
| EOY | $264,919,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,354,634 | BOYAmt |
| EOY | $43,147,508 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,203,503 | BOYAmt |
| EOY | $2,706,764 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488,056 | BOYAmt |
| EOY | $3,760,961 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,046,193 | BOYAmt |
| EOY | $49,615,233 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,012,236 | BOYAmt |
| EOY | $314,535,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,589,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,262,060 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$282,676 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,659,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,935,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,605,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,075,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,231,219 | CurrentTaxYearAmt |
| Total | $18,507,098 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,900,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,286,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,553,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,698,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,640,281 | CurrentTaxYearAmt |
| Total | $728,078,674 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,560,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,221,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,158,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,773,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,871,500 | CurrentTaxYearAmt |
| Total | $746,585,772 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $131,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,850 | CurrentTaxYearAmt |
| Total | $254,051 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $131,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,850 | CurrentTaxYearAmt |
| Total | $254,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $746,331,721 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $845,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $961,295 | CurrentTaxYearAmt |
| Total | $4,157,894 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $845,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $961,295 | CurrentTaxYearAmt |
| Total | $4,157,894 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,172,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,290,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,522,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $636,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,301 | CurrentTaxYearAmt |
| Total | $4,730,348 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,461,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,228,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,526,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,317,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,940,096 | CurrentTaxYearAmt |
| Total | $755,474,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00550 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENT REVENUES FACILITY USE FEES MISCELLANEOUS INCOME CAFE/CATERING REVENUES SALES OF INVENTORY TENANT FEES LAUNDRY REVENUE MAINTENANCE/REPAIRS INCOME HOUSEKEEPING BEAUTY SHOP DEBT REFINANCING LOSS | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | ECUMEN PAID $155,783 FOR MEMBERSHIP DUES TO AGING SERVICES OF MINNESOTA AND LEADINGAGE. THESE AGENCIES ARE INVOLVED IN AGING SERVICES ISSUES RELATED TO LONG TERM CARE, SENIOR HOUSING AND SUPPORTIVE SERVICES THROUGH GRASSROOTS ADVOCACY AND EDUCATION. THESE ASSOCIATIONS DO CONDUCT LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. THE DUES AMOUNTS SHOWN ARE THE TOTAL DUES PAID TO THE RESPECTIVE ASSOCIATIONS, BUT THE PERCENTAGE OF THE DUES ATTRIBUTABLE TO LOBBYING ACTIVITIES HAS NOT BE PROVIDED TO ECUMEN. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,691,560 | BeginningYearBalanceAmt |
| Contributions | $1,355,320 | ContributionsAmt |
| Investment Earnings Or Losses | $273,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $853,115 | OtherExpendituresAmt |
| End Year Balance | $6,467,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,568,271 | BeginningYearBalanceAmt |
| Contributions | $1,857,857 | ContributionsAmt |
| Investment Earnings Or Losses | $27,715 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,762,283 | OtherExpendituresAmt |
| End Year Balance | $5,691,560 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,517,731 | BeginningYearBalanceAmt |
| Contributions | $1,333,259 | ContributionsAmt |
| Investment Earnings Or Losses | -$305,205 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $977,515 | OtherExpendituresAmt |
| End Year Balance | $5,568,271 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,463,660 | BeginningYearBalanceAmt |
| Contributions | $1,578,164 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,676 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,471,417 | OtherExpendituresAmt |
| End Year Balance | $5,517,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,034,189 | BeginningYearBalanceAmt |
| Contributions | $3,441,957 | ContributionsAmt |
| Investment Earnings Or Losses | $206,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,514 | OtherExpendituresAmt |
| End Year Balance | $7,463,660 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,331,527 | OtherCostOrOtherBasisAmt |
| Book Value | $15,331,527 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $271,833,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,383,470 | DepreciationAmt |
| Book Value | $184,449,667 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,777,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,634,825 | DepreciationAmt |
| Book Value | $7,142,913 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $651,945 | OtherCostOrOtherBasisAmt |
| Book Value | $651,945 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $207,576,052 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANT SECURITY DEPOSITS | $5,533,900 |
| BOND & MORTGAGE INDENTURE AGREEMENTS | $17,716,243 |
| WORKERS COMPENSATION RESERVE | $1,500,000 |
| OTHER | $560,445 |
| LETTER OF CREDIT COLLATERAL | $288,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,598,632 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $6,305,125 |
| INSURANCE CLAIMS RESERVES | $1,963,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,268,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ECUMEN HOLDS IN TRUST DEPOSIT AMOUNTS RECEIVED BY TENANTS OF THE PROJECT UPON MOVE-IN. THERE ARE SEVERAL DIFFERENT TYPES OF THESE DEPOSITS INCLUDING SECURITY DEPOSIT, RESIDENT TRUST, AND UNIT SHARE. THE TENANT DEPOSITS ARE MAINTAINED IN AN INTEREST-BEARING ACCOUNT SEPARATE FROM ECUMEN'S OPERATING ACCOUNT. WITHDRAWALS ARE RESTRICTED TO THE REIMBURSEMENTS OF DEPOSIT AMOUNT. |
| PART V, LINE 4: | PERMANENT ENDOWMENT FUNDS ARE TO BE HELD IN PERPETUITY AND INCOME IS USED TO SUPPORT THE FACILITIES AND PROGRAMS OF ECUMEN. TERM ENDOWMENTS ARE HELD UNTIL THE SPECIFIC TIME OR EVENT HAS OCCURRED. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. INCOME OR LOSS FROM ACTIVITIES CONSIDERED UNRELATED TO ECUMEN'S TAX EXEMPT PURPOSE IS RECORDED IN THE ACCOUNTS OF ECUMEN SERVICES, INC. INCOME TAXES FOR ECUMEN SERVICES, INC. ARE RECORDED AT THE PREVAILING STATUTORY RATES AND ARE INCLUDED IN OPERATING EXPENSE. THERE WERE NO INCOME TAXES PAYABLE AT DECEMBER 31, 2017 OR DECEMBER 31, 2016. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DL CHARITY BENEFIT | Event1Nm |
| Gross Receipts Event1 | $53,301 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,801 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,078 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,837 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,267 | OtherDirectExpensesEvent1Amt |
| Event2 | ECUMEN GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $30,492 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,932 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,560 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $960 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $13,001 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,248 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,737 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,631 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $33,451 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,180 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $500 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,629 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,252 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,228 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $125,424 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $95,184 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,240 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,538 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,130 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,337 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,232 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,987 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,747 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATION GRANTS | 144 | $263,230 |
| EMPLOYEE ASSISTANCE | 19 | $15,903 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR GRANTS, THE ORGANIZATION TAKES INTO CONSIDERATION THE GRANTEE'S GOALS AND OBJECTIVES WHEN DETERMINING A POTENTIAL CONTRIBUTION. WE FOCUS ON GRANTEES THAT ARE INVOLVED IN THE LONG-TERM CARE INDUSTRY AND LIMIT CONTRIBUTIONS TO ENTITIES THAT ARE DEEMED CHARITABLE ORGANIZATIONS. GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH COMMON CONTROL AND MANAGEMENT. GRANTS TO NON-RELATED ORGANIZATIONS ARE NOT DIRECTLY MONITORED SUBSEQUENT TO FUNDS BEING GRANTED. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE TUITION STATEMENTS PRIOR TO RECEIVING SCHOLARSHIP FUNDS. EMPLOYEE ASSISTANCE RECIPIENTS ARE REQUIRED TO PROVIDE BILLS AND OTHER EXPENSE STATEMENTS PRIOR TO RECEIVING ASSISTANCE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHRYN ROBERTS | ||||||||||||||
| PRESIDENT & CEO | $495,456 | $0 | $91,895 | $0 | $6,965 | $0 | $34,200 | $0 | $25,789 | $0 | $654,305 | $0 | $0 | $0 |
| SHELLEY KENDRICK | ||||||||||||||
| SR VP OF OPERATIONS | $270,097 | $0 | $37,596 | $0 | $1,917 | $0 | $15,583 | $0 | $33,375 | $0 | $358,568 | $0 | $0 | $0 |
| SCOTT MCGUIRE | ||||||||||||||
| CFO & SENIOR VP OF FINANCE | $261,880 | $0 | $6,105 | $0 | $617 | $0 | $15,444 | $0 | $29,499 | $0 | $313,545 | $0 | $0 | $0 |
| ROBIN BALCK | ||||||||||||||
| SR VP HR & STRATEGIC ALIGNMENT | $242,130 | $0 | $35,706 | $0 | $1,651 | $0 | $16,280 | $0 | $13,209 | $0 | $308,976 | $0 | $0 | $0 |
| ANASTASIA HANLEY | ||||||||||||||
| SR VP OF PHILANTHROPY | $162,394 | $0 | $5,183 | $0 | $1,056 | $0 | $2,894 | $0 | $9,303 | $0 | $180,830 | $0 | $0 | $0 |
| JULIE MURRAY | ||||||||||||||
| SR VP OF MARKETING & DEVELOPMENT | $221,355 | $0 | $32,688 | $0 | $517 | $0 | $13,456 | $0 | $11,597 | $0 | $279,613 | $0 | $0 | $0 |
| LARRY JORGENSEN | ||||||||||||||
| VP OF INFORMATION TECHNOLOGY | $131,494 | $0 | $18,203 | $0 | $542 | $0 | $4,593 | $0 | $3,138 | $0 | $157,970 | $0 | $0 | $0 |
| JOHN KORZENDORFER | ||||||||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | $151,711 | $0 | $14,508 | $0 | $2,420 | $0 | $10,332 | $0 | $9,206 | $0 | $188,177 | $0 | $0 | $0 |
| CAROL KVIDT | ||||||||||||||
| SR DIR OF STRATEGY & SPECIAL PROJECT | $155,985 | $0 | $15,916 | $0 | $1,520 | $0 | $9,737 | $0 | $14,515 | $0 | $197,673 | $0 | $0 | $0 |
| PAUL LIBBON | ||||||||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | $161,197 | $0 | $21,003 | $0 | $517 | $0 | $10,688 | $0 | $4,485 | $0 | $197,890 | $0 | $0 | $0 |
| CYNTHIA MOWAN | ||||||||||||||
| VP OF FINANCE | $150,925 | $0 | $15,090 | $0 | $948 | $0 | $9,871 | $0 | $12,344 | $0 | $189,178 | $0 | $0 | $0 |
| JENNIFER PFEFFER | ||||||||||||||
| SR REGIONAL DIRECTOR OF OPERATIONS | $142,221 | $0 | $25,926 | $0 | $889 | $0 | $10,463 | $0 | $22,755 | $0 | $202,254 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4B-C | SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: KATHRYN ROBERTS - 457(F) - $18,000 EQUITY-BASED COMPENSATION ARRANGEMENT: SEE THE NARRATIVE IN SCHEDULE J, PART III, RELATED TO PART I, LINE 5. THE BONUSES OPERATE SIMILARLY TO AN EQUITY-BASED COMPENSATION PLAN. |
| PART I, LINE 5 | PURPOSE: THE PURPOSE OF THE PLAN IS TO REWARD INDIVIDUAL AND TEAM ACCOMPLISHMENTS OF MANAGEMENT AND PROFESSIONAL STAFF THAT MAKE SIGNIFICANT CONTRIBUTIONS TO THE ACHIEVEMENT OF BUDGETED FINANCIAL AND STRATEGIC GOALS AS ESTABLISHED BY ECUMEN. ELIGIBILITY: ELIGIBILITY FOR THE PLAN IS LIMITED TO REGULAR MANAGEMENT EMPLOYEES WHO RETAIN THE JOB TITLE OF MANAGER, DIRECTOR, SENIOR DIRECTOR, VICE PRESIDENT, SENIOR VICE PRESIDENT OR CHIEF EXECUTIVE LEVEL OF THE HOME OFFICE, AND TO MANAGEMENT STAFF LOCATED OUTSIDE THE HOME OFFICE WITH JOB TITLES OF ADMINISTRATOR, HOUSING MANAGER, AND DEPARTMENT HEAD. OTHER KEY EMPLOYEES MAY BE INCLUDED IN THE PLAN AS APPROVED BY THE CHIEF EXECUTIVE OFFICER. PLAN GOALS: VARIABLE PAY PLAN PAYMENTS ARE EARNED BASED ON ACHIEVING AN ACTUAL EBITDA (EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION & AMORTIZATION) FOR THE YEAR THAT FALLS WITHIN A RANGE OF 93% - 115% OF BUDGETED OPERATING EBITDA. HOME OFFICE PARTICIPANTS WILL HAVE ONLY ONE GOAL AROUND ECUMEN'S BUDGETED OPERATING EBITDA. LOCATION PARTICIPANTS WILL HAVE TWO GOALS, WITH 80% BASED ON LOCAL BUDGETED OPERATING EBITDA ACHIEVEMENT AND 20% ON CONSOLIDATED ACHIEVEMENT. BOTH THE LOCATION AND THE CONSOLIDATED THRESHOLDS MUST BE MET IN ORDER FOR A LOCATION TO RECEIVE A PAYOUT UNDER THIS PLAN. REGIONAL DIRECTORS HAVE THE SAME TWO GOALS WITH THE LOCAL GOAL BASED ON CAMPUS OPERATIONS. ECUMEN RESERVES THE RIGHT TO CHANGE THE EBITDA TO REFLECT CHANGES IN THE CURRENT BUSINESS PORTFOLIO. CHANGES ARE COMMUNICATED TO PARTICIPANTS. |
| PART I, LINE 6 | SEE THE NARRATIVE IN SCHEDULE J, PART III, RELATED TO PART I, LINE 5. THE BONUSES ARE BASED ON EBITDA (EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION AND AMORTIZATION), WHICH IS CLOSELY RELATED TO BOTH REVENUES AND NET EARNINGS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF OWATONNA MN | ||||||||
| A | 416005444 | 690562AA1 | 2003-06-30 | $4,120,000 | REFINANCING SERIES 2000 BONDS | 0 | 0 | 0 |
| CITY OF PINE CITY MN | ||||||||
| B | 416005456 | 722518AA5 | 2006-04-27 | $8,100,000 | PURCHASE OF FACILITIES | 0 | 0 | 0 |
| CITY OF APPLE VALLEY MN | ||||||||
| C | 410847612 | 03789WAE0 | 2010-03-29 | $5,545,000 | NEW CONSTRUCTION | Yes (1) | 0 | 0 |
| CITY OF MAPLEWOOD MN | ||||||||
| D | 416008920 | 565566AE6 | 2010-07-01 | $5,875,000 | NEW CONSTRUCTION | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Bond DefeasedBondDefeasedAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,905,000 | $4,120,000 | $3,841,720 | $278,280 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $1,500,000 | $8,100,000 | $302,750 | 2006 | 0 | 0 | Yes (1) | Yes (1) | $7,797,250 | |||
| C | $545,000 | $5,545,000 | $223,400 | 2011 | 0 | 0 | Yes (1) | Yes (1) | $4,890,919 | $5,000,000 | $430,681 | |
| D | $640,000 | $5,875,000 | $2,298,710 | $260,945 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $2,881,487 | $5,235,000 | $433,858 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CITY OF OWATONNA, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2008 ISSUER NAME: CITY OF PINE CITY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 04/14/2016 ISSUER NAME: CITY OF APPLE VALLEY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 02/28/2015 ISSUER NAME: CITY OF MAPLEWOOD, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 02/28/2015 ISSUER NAME: CITY OF LAKE CRYSTAL, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2015 ISSUER NAME: CITY OF MOORHEAD, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2017 ISSUER NAME: MOORHEAD ECONOMIC DEVELOPMENT AUTHORITY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2017 ISSUER NAME: LAKE COUNTY HOUSING AND REDEVELOPMENT AUTHORITY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2017 ISSUER NAME: TOWN OF RICE LAKE, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2017 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF LAKE CRYSTAL MN | ||||||||
| A | 416005294 | 509530BG5 | 2010-08-10 | $6,865,000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF MOORHEAD MN | ||||||||
| B | 416005386 | 61615CAB8 | 2012-09-27 | $10,076,874 | REFINANCING SERIES 2005A AND 2008A BONDS | 0 | 0 | 0 |
| MOORHEAD ECONOMIC DEVELOPMENT AUTHORITY MN | ||||||||
| C | 411671510 | 61615JAR8 | 2012-09-27 | $10,000,000 | REFINANCING SERIES 2005A AND 2008A BONDS | 0 | 0 | 0 |
| HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH MN | ||||||||
| D | 416006975 | 2012-09-28 | $8,300,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $595,000 | $6,865,000 | $508,849 | $419,720 | $334,050 | $550,000 | $5,052,381 | 2010 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $2,630,000 | $10,076,874 | $245,923 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $9,830,951 | ||||
| C | $10,000,000 | $242,527 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $9,757,473 | |||||
| D | $1,231,972 | $8,300,000 | $154,104 | $161,473 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $7,984,423 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| LAKE COUNTY HOUSING AND REDEVELOPMENT AUTHORITY MN | ||||||||
| A | 411563472 | 2012-09-28 | $9,140,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 | |
| TOWN OF RICE LAKE MN | ||||||||
| B | 416005489 | 2012-09-28 | $5,560,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 | |
| CITY OF FALCON HEIGHTS MN | ||||||||
| C | 416007644 | 2013-01-04 | $4,400,000 | REFINANCING SERIES 2005A BONDS | 0 | 0 | 0 | |
| CITY OF CHISAGO CITY MN | ||||||||
| D | 416005046 | 2013-07-25 | $18,520,000 | REFINANCING SERIES 2004A AND 2004B BONDS | 0 | 0 | 0 | 17012CAR4 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,356,755 | $9,140,000 | $8,792,485 | $169,700 | $177,815 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $825,334 | $5,560,000 | $5,348,602 | $103,231 | $108,167 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $611,867 | $4,400,000 | $4,330,395 | $69,605 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $1,245,000 | $18,520,000 | $18,046,679 | $473,321 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
| D | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.12100 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF ST CLAIR MN | ||||||||
| A | 416007794 | 363651LZ1 | 2013-07-30 | $9,125,000 | REFINANCING SERIES 2004D, 2004E, AND 2006 BONDS | 0 | 0 | 0 |
| CITY OF DETROIT LAKES MN | ||||||||
| B | 416005098 | 2013-08-01 | $2,670,748 | REFINANCING SERIES 2004A BONDS | 0 | 0 | 0 | |
| CITY OF WORTHINGTON MN | ||||||||
| C | 416005656 | 98185QAX1 | 2014-05-21 | $6,385,000 | REFINANCING SERIES 2009A BONDS | 0 | 0 | 0 |
| CITY OF NORTH BRANCH MN | ||||||||
| D | 416005421 | 2014-11-25 | $4,075,000 | REFINANCING SERIES 2006B BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,422,128 | $9,125,000 | $9,013,939 | $111,061 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $337,355 | $2,670,748 | $2,635,370 | $35,379 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $575,000 | $6,385,000 | $6,198,840 | $186,160 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $545,892 | $4,075,000 | $3,959,541 | $115,460 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0.01000 | 0.01000 | 0.02000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF LAKE CRYSTAL MN | ||||||||
| A | 416005294 | 509530BT7 | 2014-12-18 | $8,316,913 | REFINANCING SERIES 2006 BONDS | 0 | 0 | 0 |
| CITY OF OWATONNA MN | ||||||||
| B | 416005444 | 690558AL5 | 2014-12-18 | $6,797,665 | REFINANCING SERIES 2006 BONDS | 0 | 0 | 0 |
| CITY OF MINNEAPOLIS MN | ||||||||
| C | 416005375 | 603786AN2 | 2015-05-18 | $32,052,494 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF WORTHINGTON MN | ||||||||
| D | 416005656 | 2016-03-15 | $5,900,000 | REFINANCE SERIES 2007A BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,980,000 | $8,316,913 | $8,067,611 | $249,302 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $390,000 | $6,797,665 | $6,593,903 | $203,762 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||||
| C | $32,052,494 | $640,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $2,032,067 | $1,938,070 | $21,173,798 | $268,558 | ||
| D | $383,311 | $5,900,000 | $5,795,819 | $104,181 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF VERGAS MN | ||||||||
| A | 410900504 | 923413AN8 | 2016-08-29 | $10,105,987 | REFINANCE SERIES 2006 AND 2007 BONDS | 0 | 0 | 0 |
| CITY OF MAPLEWOOD MN | ||||||||
| B | 416008920 | 565584AL3 | 2017-12-21 | $10,390,000 | REFINANCE SERIES 2010 APPLE VALLEY AND MAPLEWOOD BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $260,000 | $10,105,987 | $9,155,987 | $315,000 | $635,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $10,390,000 | $10,183,139 | $206,861 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | 0.35900 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING MAY 2017, THE UNRELATED PARTNER IN NBSH LIMITED PARTNERSHIP D/B/A UPTOWN MAPLE COMMONS ASSIGNED IS 99.99% OWNERSHIP INTEREST TO NORTH BRANCH AFFORDABLE HOUSING, INC. AND THE PARTERNSHIP DISSOLVED. WITH THIS CHANGE IN OWNERSHIP, NORTH BRANCH AFFORDABLE HOUSING, INC. IS NOW REPORTED AS A DISREGARDED ENTITY OF ECUMEN AND ALL OPERATIONS ARE INCLUDED IN ECUMEN'S FORM 990. |
| FORM 990, PART III, LINE 3 | ECUMEN SOLD A SKILLED NURSING HOME AND MARKET RATE HOUSING PROJECT IN ALEXANDRIA, MINNESOTA AND A SKILLED NURING HOME AND MARKET RATE HOUSING PROJECT LOCATED IN CHISAGO CITY, MINNESOTA IN DECEMBER 2017. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE INCLUDES THE CHAIR, THE PRESIDENT, THE VICE CHAIR(S), THE TREASURER AND THE SECRETARY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE ORGANIZATION IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE IS AT ALL TIMES SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE HAS SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION CONSIST OF THOSE INDIVIDUALS WHO ARE CONCURRENTLY MEMBERS OF THE MEMBERS ASSEMBLY, AN ELECTORAL BODY THAT IS ELECTED, DIRECTLY AND INDIRECTLY, BY THE SIX MINNESOTA SYNODS OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CORPORATION ELECT ALL TRUSTEES AFTER CONSIDERATION OF A SLATE OF NOMINEES APPROVED BY THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE CONSISTS OF FIVE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS OF THE BOARD OF TRUSTEES REQUIRE APPROVAL FROM THE MEMBERS: 1. AMENDMENTS TO THE ARTICLES OF INCORPORATION 2. AMENDMENTS TO THE BYLAWS 3. APPOINTMENT OF INDIVIDUALS TO THE BOARD OF TRUSTEES |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE CFO, THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL, THEN FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ECUMEN'S CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, OFFICERS, MANAGERS AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF ECUMEN, INCLUDING THOSE WHO MAKE PURCHASING DECISIONS OR WHO HAVE PROPRIETARY INFORMATION CONCERNING ECUMEN. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO APPLICABLE PARTIES ANNUALLY AND A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED. THE POLICY STATES THAT IT IS THE RESPONSIBILITY OF THE APPLICABLE PARTY TO DISCLOSE A POTENTIALLY CONFLICTING TRANSACTION BEFORE IT IS CONSUMMATED AND TO CONTINUE TO SCRUTINIZE THEIR TRANSACTIONS AND DISCLOSE POTENTIAL CONFLICTS IMMEDIATELY. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE MONITORED BY AN H.R. GENERALIST IN THE HOME OFFICE AND BY THE VICE PRESIDENT OF HUMAN RESOURCES. THE VICE PRESIDENT OF HUMAN RESOURCES NOTIFIES THE CEO FOR DISCLOSURES INVOLVING EMPLOYEES, UNLESS THE EMPLOYEE IS THE CEO IN WHICH CASE THE BOARD CHAIR IS NOTIFIED. THE BOARD CHAIR NOTIFIES THE BOARD OR THE APPLICABLE COMMITTEE OF THE BOARD. DISCLOSURES INVOLVING TRUSTEES ARE MADE TO THE BOARD CHAIR, UNLESS THE BOARD CHAIR HAS A CONFLICT IN WHICH CASE THE VICE-CHAIR IS NOTIFIED. CONTROLS ARE PUT INTO PLACE TO MINIMIZE THE RISK OF A CONFLICT. THE CONTROLS ARE SPECIFIC TO THE POTENTIAL AREA OF CONFLICT. FOR INSTANCE, IF AN EMPLOYEE PROVIDES DAILY WORK DIRECTION TO A FAMILY MEMBER, ALL SALARY-RELATED DECISIONS FOR THAT FAMILY MEMBER WOULD BE ASSIGNED TO ANOTHER (NON-RELATED) PERSON. DURING BOARD DISCUSSIONS, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL FOR THE CONFLICTING TRANSACTION. OTHER SPECIFIC RESTRICTIONS MAY BE IMPOSED, DEPENDING ON THE CONFLICT. A COMPETITIVE BID OR COMPARABLE VALUATION MUST EXIST. THE BOARD, OR DULY CONSTITUTED COMMITTEE, HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT OUTSIDE CONSULTANT IS USED TO MAKE RECOMMENDATIONS FOR THE COMPENSATION OF THE PRESIDENT/CEO AND VICE PRESIDENTS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO CAN APPROVE THE COMPENSATION FOR THE OTHER EXECUTIVE POSITIONS, BUT REVIEWS HER RECOMMENDATIONS WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO IMPLEMENTATION. A COMPLETE REVIEW OF THE VICE PRESIDENTS WAS COMPLETED IN 2017. THE PRESIDENT/CEO REVIEW IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | ECUMEN'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PERMANENTLY RESTRICTED ACTIVITY 273,960. PATHSTONE NET INCOME -45,607. ROUNDING 2. NET ASSET TRANSFER -586,141. NORTH BRANCH SENIOR HOUSING PARTNERSHIP CONVERSION 75,110. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CDL HOMES LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 201440841 | SENIOR HOUSING | MN | $29,223,069 | $55,162,215 | ECUMEN |
| LAKEVIEW COMMONS SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204437549 | SENIOR HOUSING | MN | $5,053,405 | $12,027,112 | ECUMEN |
| OWATONNA SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204076550 | SENIOR HOUSING | MN | $2,154,610 | $6,163,366 | ECUMEN |
| EVERCARE SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 202864571 | SENIOR HOUSING | MN | $12,934,398 | $24,435,103 | ECUMEN |
| THE PINES OF HUTCHINSON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203063914 | SENIOR HOUSING | MN | $1,752,721 | $5,165,273 | ECUMEN |
| THE MEADOWS OF WORTHINGTON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 452429128 | SENIOR HOUSING | MN | $4,814,187 | $13,849,624 | ECUMEN |
| NORTH BRANCH SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203113972 | SENIOR HOUSING | MN | $11,156,221 | $15,407,279 | ECUMEN |
| ECUMEN SUNRISE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 274017524 | SENIOR HOUSING | MN | $4,914,000 | $5,569,678 | ECUMEN |
| REGENT AT MAPLEWOOD LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374599 | SENIOR HOUSING | MN | $6,850,833 | $23,703,970 | ECUMEN |
| REGENT AT APPLE VALLEY LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374517 | SENIOR HOUSING | MN | $6,766,086 | $21,271,879 | ECUMEN |
| CREST AT LAKESHORE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 274202514 | SENIOR HOUSING | MN | $3,192,915 | $14,854,432 | ECUMEN |
| ECUMEN MILL CITY QUARTER LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 472577550 | SENIOR HOUSING | MN | $1,792,482 | $39,575,337 | ECUMEN |
| ABIITAN MILL CITY RESTAURANT LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 821059128 | RESTAURANT | MN | $0 | $0 | ECUMEN |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411864198 | SENIOR HOUSING | MN | $0 | $0 | ECUMEN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHEL MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411773022 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| BETHEL MANOR II INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411347125 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| NEW RICHMOND SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411974837 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| AUGUSTANA LUTHERAN HOMES INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410734237 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| LAMPLIGHTER MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411772945 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| ROBBINSDALE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411667830 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| HUBBARD COUNTY SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411932209 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411824727 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| ALEXANDRIA SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 311749430 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| PARMLY LAKEVIEW INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 263789732 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH BRANCH AFFORD HSG DBA UPTOWN MAPLE COMMONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVE N | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411864198 | EIN |
| Primary Activities | SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,377 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $514,250 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ECUMEN SERVICES INC | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411768508 | MANAGEMENT SERVICES | MN | ECUMEN | C | $6,083,139 | $9,967,710 | 1.00000 | Yes (1) |
| BRIDGE REHABILITATION SERVICES INC | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411893649 | INACTIVE | MN | ECUMEN | C | 1.00000 | Yes (1) | ||
| DIVERSIFIED BUSINESS INSURANCE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411843778 | INSURANCE | MN | ECUMEN | C | 1.00000 | 0 | ||
| ONETWOONE DEVELOPMENT LLC | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 473992783 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | 0 | ||
| ZVAGO COOPERATIVE AT GLEN LAKE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 473511657 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | 0 | ||
| ZVAGO COOPERATIVE AT CENTRAL VILLAGE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 812899630 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | 0 | ||
| ZVAGO COOPERATIVE AT ST ANTHONY PARK | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 812653378 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ECUMEN SERVICES INC | ||
| A | $26,290 | ACTUAL COST |
| LAMPLIGHTER MANOR INC | ||
| Q | $216,787 | ACTUAL COST |
| BETHEL MANOR INC | ||
| Q | $187,650 | ACTUAL COST |
| BETHEL MANOR II INC | ||
| Q | $207,475 | ACTUAL COST |
| AUGUSTANA LUTHERAN HOMES INC | ||
| Q | $460,002 | ACTUAL COST |
| PARMLY LAKEVIEW INC | ||
| Q | $234,344 | ACTUAL COST |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | ||
| Q | $124,649 | ACTUAL COST |
| ALEXANDRIA SENIOR HOUSING INC | ||
| Q | $78,335 | ACTUAL COST |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | ||
| S | $116,060 | TAX BASIS |
Affiliate Listing AffiliateListing
Affiliate Listing AffiliateListingGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Business Name ControlBusinessNameControlTxt |
|---|---|---|---|---|---|
| ECUMEN | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410711588 | ECUM |
| ECUMEN HOME CARE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411586029 | ECUM |
| MANKATO LUTHERAN HOME | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411858069 | MANK |
| SECOND CENTURY HOUSING | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411852311 | SECO |
| LAKESHORE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 810606178 | LAKE |
| ECUMEN PROPERTIES INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411905567 | ECUM |
| MAPLEWOOD SENIOR HOUSING INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 161655687 | MAPL |
| ECUMEN FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411606713 | ECUM |
| BETHANY HOME FOUNDATION OF ALEXANDRIA | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411451489 | BETH |
| EMMANUEL FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411460344 | EMMA |