ECUMEN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ECUMEN (EIN 91-1982139)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349301586
- Schema version
- 2024v5.2
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
- Affiliate Listing
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:56:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 121 WEST BRIDGE STREET | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | SHELLEY KENDRICK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6517664300 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN HARTERT | PreparerPersonNm |
| PTIN | P02236744 | PTIN |
| Phone | 5074467100 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY KENDRICK | 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 | $189,740,535 | 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 EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING FOR A PURPOSEFUL JOURNEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4177 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,119,580 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,764,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,958,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $173,569,629 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,614,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,931,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,807,622 | PYOtherRevenueAmt |
| CY Other Revenue | $2,077,332 | CYOtherRevenueAmt |
| PY Total Revenue | $164,500,404 | PYTotalRevenueAmt |
| CY Total Revenue | $182,342,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $149,929 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $98,744,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,995,403 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $515,386 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,826,158 | PYOtherExpensesAmt |
| CY Other Expenses | $78,599,362 | CYOtherExpensesAmt |
| PY Total Expenses | $173,619,583 | PYTotalExpensesAmt |
| CY Total Expenses | $189,744,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,119,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,401,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $258,213,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $310,720,409 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $252,580,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306,899,965 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,633,005 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,820,444 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING SO THAT IT IS A PURPOSEFUL JOURNEY FILLED WITH DIGNITY AND SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $151,770,716 | ExpenseAmt |
| Grant | $149,929 | GrantAmt |
| Revenue | $173,569,629 | 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. ECUMEN AND ITS AFFILIATES OWNED AND OPERATED 51 HEALTH CARE AND OTHER FACILITIES, INCLUDING 16 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED HOUSING PROJECTS. | Desc |
| Total Program Service Expenses | $151,770,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 344 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | SHELLEY KENDRICK | 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN PETRABORG | |||||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL DADY | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER JACOBSON | |||||||||
| VICE CHAIR (THRU 08/2024) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARCIA KULL | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY THOMPSON ULVESTAD | |||||||||
| SECRETARY (THRU 05/2024) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZIE CROCKETT | |||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEN AUGUSTON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN BARKELEW | |||||||||
| TRUSTEE (THRU 05/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN CONLIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| INGRID RASMUSSEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN TRUCKENBROD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY FREY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOY PLAMANN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SCHUNA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NILS SNYDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM SCHOWALTER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY KENDRICK | |||||||||
| PRESIDENT/CEO | 39.00 | 1.00 | Yes (X) | $504,771 | $0 | $41,871 | |||
| MELANIE SULLIVAN | |||||||||
| SR VP/CHIEF PEOPLE OFFICER | 39.00 | 1.00 | Yes (X) | $318,975 | $0 | $15,879 | |||
| JAMES MCALPINE | |||||||||
| SR VP LEGAL AFFAIRS & CORP | 39.00 | 1.00 | Yes (X) | $253,455 | $0 | $10,468 | |||
| SCOTT BJERKETVEDT | |||||||||
| SR VP/CFO (THRU 9/2024) | 39.00 | 1.00 | Yes (X) | $230,734 | $0 | $40,531 | |||
| TAMI HALEY | |||||||||
| SR VP NURSING AND OPS OFFICER | 39.00 | 1.00 | Yes (X) | $211,350 | $0 | $41,133 | |||
| BRETT ANDERSON SR VP CHIEF | |||||||||
| OPERATIONS & STRATEGY (THRU 7/2024) | 39.00 | 1.00 | Yes (X) | $205,489 | $0 | $20,646 | |||
| TINA PALMER | |||||||||
| SR VP MISSION ADVANCEMENT OFFICER | 39.00 | 1.00 | Yes (X) | $154,207 | $0 | $20,356 | |||
| DOUG HARRISON | |||||||||
| SR VP/CFO | 39.00 | 1.00 | Yes (X) | $147,936 | $0 | $0 | |||
| ANGIE ANDRESEN | |||||||||
| VP COMMUNICATION MARKETING & ADVOCACY | 39.00 | 1.00 | $180,206 | $0 | $30,263 | Yes (X) | |||
| LISA GINDT | |||||||||
| CONSULTANT | 40.00 | 0.00 | $190,004 | $0 | $14,830 | Yes (X) | |||
| KERRI KELLER | |||||||||
| VP PEOPLE SERVICES | 40.00 | 0.00 | $177,404 | $0 | $15,511 | Yes (X) | |||
| JOHN LINN | |||||||||
| DIRECTOR CAMPUS OPERATIONS | 40.00 | 0.00 | $167,049 | $0 | $9,722 | Yes (X) | |||
| ROBERT FISHER | |||||||||
| SR DIRECTOR - PEOPLE SOLUTIONS | 40.00 | 0.00 | $157,697 | $0 | $41,341 | Yes (X) | |||
| JUSTIN BOLDT | |||||||||
| EXECUTIVE DIRECTOR III | 40.00 | 0.00 | $156,615 | $0 | $22,262 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,055,892 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $324,813 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 94 | 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 |
|---|---|---|---|---|---|
| BETTERRX LLC | |||||
| PO 29650 | PHOENIX | AZ | 85038 | PHARMACY | $569,733 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | AUDIT, TAX AND CONSULTING | $380,399 |
| WINTHROP & WEINSTEIN PA | |||||
| LOCKBOX 446081 | SAINT PAUL | MN | 55164 | LEGAL SERVICES | $368,889 |
| SUCCESS COMPUTER CONSULTING | |||||
| PO BOX 851756 | MINNEAPOLIS | MN | 54485 | INFORMATION TECHNOLOGY HELP DESK | $296,516 |
| LATHROP GPM | |||||
| PO BOX 7410148 | CHICAGO | IL | 60674 | LEGAL SERVICES | $290,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,340,931 | GovernmentGrantsAmt |
| All Other Contributions | $423,601 | AllOtherContributionsAmt |
| Noncash Contributions | $69,525 | NoncashContributionsAmt |
| Total Contributions | $3,764,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSISTED LIVING FEES | 623000 | $89,539,321 | $89,539,321 |
| NURSING REVENUE | 623000 | $68,894,363 | $68,894,363 |
| MANAGEMENT FEES | 541610 | $10,097,036 | $10,097,036 |
| MEAL REVENUE | 722320 | $4,155,780 | $4,155,780 |
| OTHER OPERATING FEES | 623000 | $883,129 | $883,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $173,569,629 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,228,355 | TotalRevenueColumnAmt |
| Exclusion | $1,228,355 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,514 | 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 | $202,514 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,514 | TotalRevenueColumnAmt |
| Exclusion | $202,514 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,650,599 | SecuritiesAmt |
| Other | $436,090 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,729,408 | SecuritiesAmt |
| Other | $2,654,209 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,921,191 | SecuritiesAmt |
| Other | -$2,218,119 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,703,072 | TotalRevenueColumnAmt |
| Exclusion | $1,703,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,231 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,998 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,233 | TotalRevenueColumnAmt |
| Exclusion | $14,233 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| COMMUNITY FEE | 900099 | $799,000 | $799,000 |
| MISCELLANEOUS | 900099 | $430,802 | $430,802 |
| TENANT FEES | 623000 | $399,204 | $399,204 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,579 | TotalRevenueColumnAmt |
| Exclusion | $231,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,860,585 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,342,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,569,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,008,759 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,929 | TotalAmt |
| Program Services | $149,929 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280,334 | TotalAmt |
| Program Services | $228,033 | ProgramServicesAmt |
| Management And General | $2,052,301 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,442,154 | TotalAmt |
| Program Services | $71,622,634 | ProgramServicesAmt |
| Management And General | $17,453,515 | ManagementAndGeneralAmt |
| Fundraising | $366,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,838 | TotalAmt |
| Program Services | $1,986,835 | ProgramServicesAmt |
| Management And General | $448,829 | ManagementAndGeneralAmt |
| Fundraising | $10,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,235,205 | TotalAmt |
| Program Services | $8,119,270 | ProgramServicesAmt |
| Management And General | $2,074,500 | ManagementAndGeneralAmt |
| Fundraising | $41,435 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,591,872 | TotalAmt |
| Program Services | $5,174,620 | ProgramServicesAmt |
| Management And General | $1,390,885 | ManagementAndGeneralAmt |
| Fundraising | $26,367 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,367 | TotalAmt |
| Management And General | $70,367 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,140 | TotalAmt |
| Management And General | $570,140 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,962 | TotalAmt |
| Management And General | $250,962 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,853,797 | TotalAmt |
| Program Services | $8,520,231 | ProgramServicesAmt |
| Management And General | $2,290,151 | ManagementAndGeneralAmt |
| Fundraising | $43,415 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,734 | TotalAmt |
| Program Services | $641,921 | ProgramServicesAmt |
| Management And General | $172,542 | ManagementAndGeneralAmt |
| Fundraising | $3,271 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,802 | TotalAmt |
| Program Services | $1,211,885 | ProgramServicesAmt |
| Management And General | $325,742 | ManagementAndGeneralAmt |
| Fundraising | $6,175 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,489,714 | TotalAmt |
| Program Services | $1,954,425 | ProgramServicesAmt |
| Management And General | $525,330 | ManagementAndGeneralAmt |
| Fundraising | $9,959 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,574,135 | TotalAmt |
| Program Services | $7,515,696 | ProgramServicesAmt |
| Management And General | $2,058,439 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,706 | TotalAmt |
| Program Services | $900,164 | ProgramServicesAmt |
| Management And General | $241,955 | ManagementAndGeneralAmt |
| Fundraising | $4,587 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,513 | TotalAmt |
| Program Services | $186,448 | ProgramServicesAmt |
| Management And General | $50,115 | ManagementAndGeneralAmt |
| Fundraising | $950 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,206,009 | TotalAmt |
| Program Services | $8,796,717 | ProgramServicesAmt |
| Management And General | $2,409,292 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,336,198 | TotalAmt |
| Program Services | $11,253,915 | ProgramServicesAmt |
| Management And General | $3,082,283 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,664,785 | TotalAmt |
| Program Services | $2,091,856 | ProgramServicesAmt |
| Management And General | $572,929 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT CARE SUPPLIES | $8,600,114 | $8,600,114 | |
| DIETARY EXPENSE | $5,156,831 | $5,156,831 | |
| REPAIRS AND MAINTENANCE | $4,400,069 | $3,454,054 | $946,015 |
| REFINANCING PROJECT FUN | $802,314 | $802,314 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,878,172 | TotalAmt |
| Program Services | $3,402,824 | ProgramServicesAmt |
| Management And General | $472,300 | ManagementAndGeneralAmt |
| Fundraising | $3,048 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,744,694 | TotalAmt |
| Program Services | $151,770,716 | ProgramServicesAmt |
| Management And General | $37,458,592 | ManagementAndGeneralAmt |
| Fundraising | $515,386 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,031,803 | BOYAmt |
| EOY | $19,299,717 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,200,611 | BOYAmt |
| EOY | $10,677,470 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,873,834 | BOYAmt |
| EOY | $11,590,041 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,461 | BOYAmt |
| EOY | $26,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,578 | BOYAmt |
| EOY | $892,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $397,819,804 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,828,475 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,103,281 | BOYAmt |
| EOY | $217,991,329 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,932,954 | BOYAmt |
| EOY | $24,102,914 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,834,092 | BOYAmt |
| EOY | $3,056,154 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,684,063 | BOYAmt |
| EOY | $7,085,131 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,708,705 | BOYAmt |
| EOY | $15,998,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,213,382 | BOYAmt |
| EOY | $310,720,409 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,995,281 | BOYAmt |
| EOY | $19,467,119 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $605,928 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850,172 | BOYAmt |
| EOY | $165,158 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,114,861 | BOYAmt |
| EOY | $217,940,476 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,445 | BOYAmt |
| EOY | $2,211,244 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,638,309 | BOYAmt |
| EOY | $46,706,695 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,766,309 | BOYAmt |
| EOY | $19,803,345 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,580,377 | BOYAmt |
| EOY | $306,899,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,993 | BOYAmt |
| EOY | -$357,480 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,930,012 | BOYAmt |
| EOY | $4,177,924 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,633,005 | BOYAmt |
| EOY | $3,820,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,213,382 | BOYAmt |
| EOY | $310,720,409 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,401,774 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,287,697 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $7,876,910 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $5,475,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,926,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,475,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,119,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,764,532 | CurrentTaxYearAmt |
| Total | $33,761,483 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,541,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,430,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,893,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,958,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,569,629 | CurrentTaxYearAmt |
| Total | $739,394,647 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,016,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,357,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,369,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,077,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,334,161 | CurrentTaxYearAmt |
| Total | $773,156,130 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,968 | CurrentTaxYearAmt |
| Total | $525,594 | 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 Minus4 Years | $51,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,968 | CurrentTaxYearAmt |
| Total | $525,594 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $772,630,536 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,071,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $963,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,229,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,094,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,430,869 | CurrentTaxYearAmt |
| Total | $5,788,806 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,071,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $963,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,229,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,094,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,430,869 | CurrentTaxYearAmt |
| Total | $5,788,806 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $978,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,580,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,888,816 | CurrentTaxYearAmt |
| Total | $5,494,699 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,464,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,991,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,577,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,752,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,653,846 | CurrentTaxYearAmt |
| Total | $784,439,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98540 | PublicSupportPY509Pct |
| Investment Income CY | 0.00740 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00810 | 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 - MISCELLANEOUS INCOME - 2020 AMOUNT: $ 40,590. 2021 AMOUNT: $ 318,444. 2022 AMOUNT: $ 231,535. 2023 AMOUNT: $ 294,702. 2024 AMOUNT: $ 430,802. CAFE/CATERING REVENUES - 2020 AMOUNT: $ 303,392. 2021 AMOUNT: $ 143,167. 2022 AMOUNT: $ 403,952. 2023 AMOUNT: $ 200,879. 2024 AMOUNT: $ 231,579. SALES OF INVENTORY - 2020 AMOUNT: $ 25,622. 2021 AMOUNT: $ 25,766. 2022 AMOUNT: $ 39,717. 2023 AMOUNT: $ 32,984. 2024 AMOUNT: $ 28,231. TENANT FEES - 2020 AMOUNT: $ 298,095. 2021 AMOUNT: $ 183,538. 2022 AMOUNT: $ 148,522. 2023 AMOUNT: $ 291,160. 2024 AMOUNT: $ 399,204. DEBT REFINANCING LOSS - 2020 AMOUNT: $ -291,682. COMMUNITY FEE - 2022 AMOUNT: $ 155,000. 2023 AMOUNT: $ 760,500. 2024 AMOUNT: $ 799,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | $3,930,013 | BeginningYearBalanceAmt |
| Contributions | $3,976,377 | ContributionsAmt |
| Investment Earnings Or Losses | $222,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,252 | OtherExpendituresAmt |
| End Year Balance | $7,787,199 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,622,898 | BeginningYearBalanceAmt |
| Contributions | $43,372 | ContributionsAmt |
| Investment Earnings Or Losses | $310,750 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,007 | OtherExpendituresAmt |
| End Year Balance | $3,930,013 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,233,197 | BeginningYearBalanceAmt |
| Contributions | $200,137 | ContributionsAmt |
| Investment Earnings Or Losses | -$698,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,916 | OtherExpendituresAmt |
| End Year Balance | $3,622,898 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,523,679 | BeginningYearBalanceAmt |
| Contributions | $113,261 | ContributionsAmt |
| Investment Earnings Or Losses | $250,202 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,653,945 | OtherExpendituresAmt |
| End Year Balance | $4,233,197 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,174,165 | BeginningYearBalanceAmt |
| Contributions | $448,995 | ContributionsAmt |
| Investment Earnings Or Losses | $236,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $335,693 | OtherExpendituresAmt |
| End Year Balance | $5,523,679 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51690 | 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 | $16,196,564 | OtherCostOrOtherBasisAmt |
| Book Value | $16,196,564 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,439,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,038,280 | DepreciationAmt |
| Book Value | $175,400,726 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,437,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,041,172 | DepreciationAmt |
| Book Value | $21,396,686 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,139,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,749,023 | DepreciationAmt |
| Book Value | $4,390,333 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $607,020 | OtherCostOrOtherBasisAmt |
| Book Value | $607,020 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $217,991,329 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANT SECURITY DEPOSITS | $2,789,134 |
| BOND & MORTGAGE INDENTURE AGREEMENTS | $8,406,967 |
| WORKERS COMPENSATION RESERVE | $1,325,000 |
| ROU ASSETS | $1,796,813 |
| DEBT PAYMENT FUND | $1,680,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,998,477 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $9,987,229 |
| LEASE PAYABLE | $1,886,003 |
| WORKERS COMP LIABILITY | $1,748,784 |
| DUE TO AFFILIATES | $6,181,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,803,345 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ECUMEN HOLDS IN TRUST DEPOSIT AMOUNTS RECEIVED BY TENANTS INCLUDING SECURITY DEPOSIT, RESIDENT TRUST, AND UNIT SHARE UPON MOVE-IN. 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: | WITH THE EXCEPTION OF ECUMEN SERVICES, INC., A WHOLLY OWNED SUBSIDIARY OF ECUMEN, 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, 2024 OR DECEMBER 31, 2023. 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 D, PART VI: | ECUMEN TAX RETURN ACKNOWLEDGES THE 168(H)(6)(F) ELECTION BY THE GENERAL PARTNER. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,340,737 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,340,737 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,340,737 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENTS FOR THE REGION ARE ACCOUNTED FOR USING THE FMV OF THE INVESTMENT IN U.S. DOLLARS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMPLOYEE ASSISTANCE GRANTS | GrantTypeTxt |
| Recipient | 55 | RecipientCnt |
| Cash Grant | $149,929 | CashGrantAmt |
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. EMPLOYEE ASSISTANCE RECIPIENTS ARE REQUIRED TO PROVIDE BILLS AND OTHER EXPENSE STATEMENTS PRIOR TO RECEIVING ASSISTANCE FUNDS. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE TUITION STATEMENTS PRIOR TO RECEIVING SCHOLARSHIP 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELLEY KENDRICK | ||||||||||||||
| PRESIDENT/CEO | $457,857 | $0 | $43,350 | $0 | $3,564 | $0 | $15,560 | $0 | $26,311 | $0 | $546,642 | $0 | $0 | $0 |
| MELANIE SULLIVAN | ||||||||||||||
| SR VP/CHIEF PEOPLE OFFICER | $315,622 | $0 | $0 | $0 | $3,353 | $0 | $14,460 | $0 | $1,419 | $0 | $334,854 | $0 | $0 | $0 |
| SCOTT BJERKETVEDT | ||||||||||||||
| SR VP/CFO (THRU 9/2024) | $229,912 | $0 | $0 | $0 | $822 | $0 | $14,273 | $0 | $26,258 | $0 | $271,265 | $0 | $0 | $0 |
| JAMES MCALPINE | ||||||||||||||
| SR VP LEGAL AFFAIRS & CORP | $252,546 | $0 | $0 | $0 | $909 | $0 | $9,203 | $0 | $1,265 | $0 | $263,923 | $0 | $0 | $0 |
| TAMI HALEY | ||||||||||||||
| SR VP NURSING AND OPS OFFICER | $210,850 | $0 | $0 | $0 | $500 | $0 | $13,145 | $0 | $27,988 | $0 | $252,483 | $0 | $0 | $0 |
| BRETT ANDERSON SR VP CHIEF | ||||||||||||||
| OPERATIONS & STRATEGY (THRU 7/2024) | $205,247 | $0 | $0 | $0 | $242 | $0 | $12,505 | $0 | $8,141 | $0 | $226,135 | $0 | $0 | $0 |
| ANGIE ANDRESEN | ||||||||||||||
| VP COMMUNICATION MARKETING & ADVOCAC | $179,581 | $0 | $0 | $0 | $625 | $0 | $9,679 | $0 | $20,584 | $0 | $210,469 | $0 | $0 | $0 |
| LISA GINDT | ||||||||||||||
| CONSULTANT | $189,731 | $0 | $0 | $0 | $273 | $0 | $9,280 | $0 | $5,550 | $0 | $204,834 | $0 | $0 | $0 |
| ROBERT FISHER | ||||||||||||||
| SR DIRECTOR - PEOPLE SOLUTIONS | $156,119 | $0 | $0 | $0 | $1,578 | $0 | $10,005 | $0 | $31,336 | $0 | $199,038 | $0 | $0 | $0 |
| KERRI KELLER | ||||||||||||||
| VP PEOPLE SERVICES | $176,281 | $0 | $0 | $0 | $1,123 | $0 | $10,288 | $0 | $5,223 | $0 | $192,915 | $0 | $0 | $0 |
| JUSTIN BOLDT | ||||||||||||||
| EXECUTIVE DIRECTOR III | $136,466 | $0 | $20,000 | $0 | $149 | $0 | $8,722 | $0 | $13,540 | $0 | $178,877 | $0 | $0 | $0 |
| JOHN LINN | ||||||||||||||
| DIRECTOR CAMPUS OPERATIONS | $156,877 | $0 | $10,000 | $0 | $172 | $0 | $8,940 | $0 | $782 | $0 | $176,771 | $0 | $0 | $0 |
| TINA PALMER | ||||||||||||||
| SR VP MISSION ADVANCEMENT OFFICER | $153,689 | $0 | $0 | $0 | $518 | $0 | $8,769 | $0 | $11,587 | $0 | $174,563 | $0 | $0 | $0 |
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 MOORHEAD MN | ||||||||
| C | 416005386 | 61615CAB8 | 2012-09-27 | $10,076,874 | REFINANCING SERIES 2005A AND 2008A BONDS | 0 | 0 | 0 |
| MOORHEAD ECONOMIC DEVELOPMENT AUTHORITY MN | ||||||||
| D | 411671510 | 61615JAR8 | 2012-09-27 | $10,000,000 | REFINANCING SERIES 2005A AND 2008A BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,120,000 | $4,120,000 | $3,841,720 | $278,280 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $3,100,000 | $8,100,000 | $302,750 | 2006 | 0 | 0 | Yes (1) | Yes (1) | $7,797,250 | |
| C | $7,065,000 | $10,076,874 | $9,830,951 | $245,923 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $10,000,000 | $9,757,473 | $242,527 | 2012 | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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: 04/14/2021 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: HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH, 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 ISSUER NAME: CITY OF FALCON HEIGHTS, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 01/04/2018 ISSUER NAME: CITY OF CHISAGO CITY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 03/17/2020 ISSUER NAME: CITY OF ST. CLAIR, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/24/2018 ISSUER NAME: CITY OF DETROIT LAKES, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/23/2018 ISSUER NAME: CITY OF NORTH BRANCH, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 10/31/2019 ISSUER NAME: CITY OF LAKE CRYSTAL, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2019 ISSUER NAME: CITY OF OWATONNA, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2019 ISSUER NAME: CITY OF MINNEAPOLIS, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2020 ISSUER NAME: CITY OF WORTHINGTON, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 03/15/2021 ISSUER NAME: CITY OF VERGAS, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/13/2021 | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|
| HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH MN | |||||||
| A | 416006975 | 2012-09-28 | $8,300,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 |
| LAKE COUNTY HOUSING AND REDEVELOPMENT AUTHORITY MN | |||||||
| B | 411563472 | 2012-09-28 | $9,140,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 |
| TOWN OF RICE LAKE MN | |||||||
| C | 416005489 | 2012-09-28 | $5,560,000 | REFINANCING SERIES 2004A, 2004B, 2004C, AND 2005 BONDS | 0 | 0 | 0 |
| CITY OF FALCON HEIGHTS MN | |||||||
| D | 416007644 | 2013-01-04 | $4,400,000 | REFINANCING SERIES 2005A BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,879,591 | $8,300,000 | $7,984,423 | $154,104 | $161,473 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $2,497,579 | $9,140,000 | $8,792,485 | $169,700 | $177,815 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $4,033,821 | $5,560,000 | $5,348,602 | $103,231 | $108,167 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $4,400,000 | $4,400,000 | $4,330,395 | $69,605 | 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 | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 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) |
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 CHISAGO CITY MN | ||||||||
| A | 416005046 | 17012CAR4 | 2013-07-25 | $18,520,000 | REFINANCING SERIES 2004A AND 2004B BONDS | 0 | 0 | 0 |
| CITY OF ST CLAIR MN | ||||||||
| B | 416007794 | 363651LZ1 | 2013-07-30 | $9,125,000 | REFINANCING SERIES 2004D, 2004E, AND 2006 BONDS | 0 | 0 | 0 |
| CITY OF DETROIT LAKES MN | ||||||||
| C | 416005098 | 2013-08-01 | $2,670,748 | REFINANCING SERIES 2004A 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 | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $3,880,000 | $18,520,000 | $18,046,679 | $473,321 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $4,274,759 | $9,125,000 | $9,013,939 | $111,061 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $1,006,081 | $2,670,748 | $2,635,369 | $35,379 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $2,006,822 | $4,075,000 | $3,959,540 | $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 | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | Yes (1) | 0.12100 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.01000 | 0.01000 | 0.02000 | 0 | 0 | Yes (1) | ||
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| D | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 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) |
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 | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,295,000 | $8,316,913 | $8,067,611 | $249,302 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $6,775,000 | $6,797,665 | $6,593,903 | $203,762 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $2,790,000 | $32,052,494 | $640,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $2,206,629 | $29,205,866 | |
| D | $2,142,778 | $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 | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 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) |
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 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 |
| CITY OF ST PETER MN | ||||||||
| C | 416008920 | 793180AM2 | 2018-07-24 | $5,965,000 | REFINANCE SERIES 2010 LAKE CRYSTAL BONDS | 0 | 0 | 0 |
| CITY OF WORTHINGTON MN | ||||||||
| D | 416005656 | 2019-06-27 | $6,000,000 | REFINANCE SERIES 2014 BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,045,000 | $10,105,987 | $9,155,987 | $315,000 | $635,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $2,335,000 | $10,390,000 | $10,183,139 | $206,861 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| C | $5,965,000 | $5,965,000 | $5,846,344 | $118,656 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $1,543,116 | $6,000,000 | $5,916,438 | $83,562 | 2019 | 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 | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | Yes (1) | 0.35900 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| D | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 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 | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF EAGLE LAKE MN | |||||||
| A | 416005110 | 2019-10-01 | $10,000,000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF OWATONNA MN | |||||||
| B | 416005444 | 2019-10-01 | $7,615,000 | NEW CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $846,109 | $10,000,000 | $9,887,576 | $112,424 | 2019 | 0 | 0 | Yes (1) | Yes (1) |
| B | $644,312 | $7,615,000 | $7,502,576 | $112,424 | 2019 | 0 | 0 | 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 | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,525 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | 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 INFORMATION IS PROVIDED TO THE AGENCY'S AUDIT FIRM TO COMPILE. THE COMPLETED DRAFT IS RETURNED TO MANAGEMENT FOR REVIEW. PRIOR TO FINAL APPROVAL THE REPORT IS MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. THE FINAL FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FOR ALL BOARD MEMBERS, INCLUDING OFFICERS, AND FOR KEY EMPLOYEES. THE DISCLOSURES ARE MAINTAINED BY PEOPLE SERVICES LEADERSHIP. CONFLICTS IDENTIFIED BY A MEMBER OF THE BOARD OF TRUSTEES ARE ADDRESSED AND DETERMINED BY THE BOARD OF TRUSTEES PRESIDENT, WHO HAS DISCRETION TO INVESTIGATE THROUGH ALL MEANS NECESSARY. CONFLICTS IDENTIFIED BY ALL OTHER PERSONS SUBJECT TO THE POLICY ARE ADDRESSED BY ECUMEN'S CEO, WHO MAY DETERMINE IF A CONFLICT OF INTEREST EXISTS BASED ON AN INVESTIGATION CONDUCTED BY PEOPLE SERVICES AND GENERAL COUNSEL. ANY POTENTIAL CONFLICTS OF INTEREST ARE INVESTIGATED BY PEOPLE SERVICES AND/OR GENERAL COUNSEL ARE MAINTAINED BY THESE DEPARTMENTS. THE POLICY REQUIRES THE FOLLOWING RECORDS TO BE MAINTAINED: - THE NAMES OF THE RESPONSIBLE PERSONS WHO DISCLOSED A POTENTIAL CONFLICT OF INTEREST IN CONNECTION WITH A PROPOSED TRANSACTION OR CONTRACT WITH ECUMEN. - THE NATURE OF THE RELATIONSHIP OR FINANCIAL INTEREST THAT GAVE RISE TO THE POTENTIAL CONFLICT OF INTEREST. - THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE DETERMINATION OF WHETHER THE POTENTIAL CONFLICT OF INTEREST WAS A CONFLICT OF INTEREST WITH REGARD TO THE TRANSACTION OR CONTRACT. INVESTIGATIONS CONDUCTED BY PEOPLE SERVICES AND/OR GENERAL COUNSEL ARE MAINTAINED BY THESE DEPARTMENTS. ANY SUCH CONFLICTS DISCOVERED AFTER THE TRANSACTION HAS TAKEN PLACE WILL BE INVESTIGATED CONSISTENT WITH THE CONFLICT-OF-INTEREST POLICY. IF THE BOARD, COMMITTEE OR CHIEF EXECUTIVE OFFICER HAS REASONABLE CAUSE TO BELIEVE THAT THE POLICY WAS VIOLATED, THEN THEY SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THEM AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD, COMMITTEE OR CHIEF EXECUTIVE OFFICER DETERMINES THAT A VIOLATION HAS OCCURRED, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. |
| 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 2022. THE PRESIDENT/CEO REVIEW IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN MARCH 2022. |
| 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 XII, LINE 2C; | THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|
| ABIITAN MILL CITY RESTAURANT LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 821059128 | RESTAURANT | MN | $84,888 | -$5,685,392 | ECUMEN |
| CDL HOMES LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 201440841 | SENIOR HOUSING | MN | $15,519,759 | $41,862,862 | ECUMEN |
| CREST AT LAKESHORE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 274202514 | SENIOR HOUSING | MN | $2,460,040 | $11,519,290 | ECUMEN |
| ECUMEN MILL CITY QUARTER LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 472577550 | SENIOR HOUSING | MN | $5,978,204 | $43,816,928 | ECUMEN |
| ECUMEN SAND PRAIRIE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 990933627 | SENIOR HOUSING | MN | $2,262,829 | $2,037,403 | ECUMEN |
| ECUMEN TECHNOLOGY SOLUTIONS | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 854064059 | TECHNOLOGY | MN | $0 | -$319,410 | ECUMEN |
| EVERCARE SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 202864571 | SENIOR HOUSING | MN | $12,947,390 | $18,486,355 | ECUMEN |
| LAKEVIEW COMMONS SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204437549 | SENIOR HOUSING | MN | $5,819,716 | $10,569,872 | ECUMEN |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411864198 | SENIOR HOUSING | MN | $344,399 | $905,594 | ECUMEN |
| NORTH BRANCH SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203113972 | SENIOR HOUSING | MN | $12,449,101 | $11,009,905 | ECUMEN |
| OWATONNA SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204076550 | SENIOR HOUSING | MN | $2,562,434 | $7,463,554 | ECUMEN |
| REGENT AT APPLE VALLEY LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374517 | SENIOR HOUSING | MN | $8,635,732 | $17,721,335 | ECUMEN |
| REGENT AT MAPLEWOOD LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374599 | SENIOR HOUSING | MN | $7,676,339 | $18,010,345 | ECUMEN |
| THE MEADOWS OF WORTHINGTON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 452429128 | SENIOR HOUSING | MN | $6,185,616 | $16,831,976 | ECUMEN |
| THE PINES OF HUTCHINSON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203063914 | SENIOR HOUSING | MN | $2,400,187 | $8,526,334 | ECUMEN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 311749430 | 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) |
| BETHEL MANOR II INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411347125 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| BETHEL MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411773022 | 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) |
| LAMPLIGHTER MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411772945 | 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) |
| PARMLY LAKEVIEW INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 263789732 | 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) |
| ST FRANCIS OF ASSISI INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411427983 | 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) |
| BENET PLACE | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411765356 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| BENET PLACE SOUTH | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411894399 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| ECUMEN SBC INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 932878522 | SENIOR HOUSING AND HEALTH CARE COMMUNITIES | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| RIVER TOWN HEIGHTS INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 391524307 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
| ST CROIX VALLEY SUPPORTIVE HOUSING FOR THE ELDERLY INC DBA FOREST HEIGHTS | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 391924259 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4040 WEST 70TH STREET APARTMENTS LP | |||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 862939918 | RENTAL | MN | ECUMEN | RELATED | -$98 | $1,320,587 | 0 | Yes (1) | 0.00010 |
| ECUMEN MINNEAPOLIS SNELLING YARDS LLLP | |||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 852600419 | RENTAL | MN | ECUMEN | RELATED | -$66 | $624,879 | 0 | Yes (1) | 0.00010 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 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 | $6,078,742 | $2,699,193 | 1.00000 | Yes (1) |
| ONETWOONE DEVELOPMENT LLC | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 473992783 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | Yes (1) | ||
| ZVAGO COOPERATIVE AT CENTRAL VILLAGE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 812899630 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | Yes (1) | ||
| ZVAGO COOPERATIVE AT LONG LAKE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 845096775 | DEVELOPMENT | MN | ECUMEN | C | 1.00000 | Yes (1) | ||
| ECUMEN DBA THE ECUMEN STORE | ||||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410711588 | SENIOR CARE SUPPLIES SERVICES | MN | ECUMEN | C | 1.00000 | Yes (1) | ||
| 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 (52 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 4040 WEST 70TH STREET APARTMENTS LP | ||
| Q | $884,407 | CASH |
| 4040 WEST 70TH STREET APARTMENTS LP | ||
| O | $121,460 | CASH |
| 4040 WEST 70TH STREET APARTMENTS LP | ||
| A | $61,165 | CASH |
| ALEXANDRIA SENIOR HOUSING INC | ||
| A | $30,835 | CASH |
| ALEXANDRIA SENIOR HOUSING INC | ||
| Q | $92,070 | CASH |
| AUGUSTANA LUTHERAN HOMES INC | ||
| Q | $376,318 | CASH |
| AUGUSTANA LUTHERAN HOMES INC | ||
| A | $53,588 | CASH |
| AUGUSTANA LUTHERAN HOMES INC | ||
| O | $133,635 | CASH |
| BENET PLACE | ||
| Q | $244,178 | CASH |
| BENET PLACE | ||
| O | $186,479 | CASH |
| BENET PLACE | ||
| A | $34,330 | CASH |
| BENET PLACE SOUTH | ||
| Q | $296,547 | CASH |
| BENET PLACE SOUTH | ||
| A | $21,419 | CASH |
| BETHEL MANOR II INC | ||
| Q | $489,925 | CASH |
| BETHEL MANOR II INC | ||
| A | $65,739 | CASH |
| BETHEL MANOR II INC | ||
| O | $60,070 | CASH |
| BETHEL MANOR INC | ||
| A | $60,349 | CASH |
| BETHEL MANOR INC | ||
| Q | $296,339 | CASH |
| BETHEL MANOR INC | ||
| O | $161,027 | CASH |
| ECUMEN DBA THE ECUMEN STORE | ||
| A | $39,561 | CASH |
| ECUMEN DBA THE ECUMEN STORE | ||
| Q | $847,761 | CASH |
| ECUMEN DBA THE ECUMEN STORE | ||
| O | $160,879 | CASH |
| ECUMEN MINNEAPOLIS SNELLING YARDS LLLP | ||
| Q | $1,194,454 | CASH |
| ECUMEN MINNEAPOLIS SNELLING YARDS LLLP | ||
| O | $94,069 | CASH |
| ECUMEN MINNEAPOLIS SNELLING YARDS LLLP | ||
| A | $51,461 | CASH |
| FOREST HEIGHTS | ||
| Q | $141,020 | CASH |
| FOREST HEIGHTS | ||
| A | $16,634 | CASH |
| FOREST HEIGHTS | ||
| O | $67,675 | CASH |
| HUBBARD COUNTY SENIOR HOUSING INC | ||
| Q | $189,012 | CASH |
| HUBBARD COUNTY SENIOR HOUSING INC | ||
| A | $28,614 | CASH |
| LAMPLIGHTER MANOR INC | ||
| A | $58,906 | CASH |
| LAMPLIGHTER MANOR INC | ||
| Q | $171,415 | CASH |
| LAMPLIGHTER MANOR INC | ||
| O | $67,142 | CASH |
| NEW RICHMOND SENIOR HOUSING INC | ||
| A | $33,896 | CASH |
| NEW RICHMOND SENIOR HOUSING INC | ||
| Q | $117,827 | CASH |
| NEW RICHMOND SENIOR HOUSING INC | ||
| O | $65,561 | CASH |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | ||
| Q | $126,256 | CASH |
| NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS | ||
| A | $18,213 | CASH |
| PARMLY LAKEVIEW INC | ||
| Q | $158,027 | CASH |
| PARMLY LAKEVIEW INC | ||
| A | $46,973 | CASH |
| PARMLY LAKEVIEW INC | ||
| O | $100,588 | CASH |
| RIVER TOWN HEIGHTS | ||
| A | $11,434 | CASH |
| RIVER TOWN HEIGHTS | ||
| Q | $82,056 | CASH |
| ROBBINSDALE SENIOR HOUSING INC | ||
| Q | $251,740 | CASH |
| ROBBINSDALE SENIOR HOUSING INC | ||
| A | $56,074 | CASH |
| ROBBINSDALE SENIOR HOUSING INC | ||
| O | $71,152 | CASH |
| ST FRANCIS OF ASSISI INC | ||
| Q | $247,243 | CASH |
| ST FRANCIS OF ASSISI INC | ||
| A | $48,993 | CASH |
| ST FRANCIS OF ASSISI INC | ||
| O | $52,250 | CASH |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||
| Q | $219,529 | CASH |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||
| A | $68,128 | CASH |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||
| O | $59,531 | CASH |
Affiliate Listing AffiliateListing
Affiliate Listing AffiliateListingGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Business Name ControlBusinessNameControlTxt |
|---|---|---|---|---|---|
| BETHANY HOME FOUNDATION OF ALEXANDRIA | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411451489 | BETH |
| ECUMEN FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411606713 | ECUM |
| ECUMEN HOME CARE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411586029 | ECUM |
| ECUMEN PROPERTIES INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411905567 | ECUM |
| EMMANUEL FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411460344 | EMMA |
| LAKESHORE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 810606178 | LAKE |
| MANKATO LUTHERAN HOME | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411858069 | MANK |
| MAPLEWOOD SENIOR HOUSING INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 161655687 | MAPL |
| SECOND CENTURY HOUSING | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411852311 | SECO |