ECUMEN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ECUMEN (EIN 41-0711588)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349301807
- Schema version
- 2024v5.2
- Note
- A later return for the same period supersedes this one.
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T10:17:07-06:00 | 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 | 410711588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECUMEN SBC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECUM | BusinessNameControlTxt |
| Phone | 6517664300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BJERKETVEDT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6517664300 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN HARTERT | PreparerPersonNm |
| PTIN | P02236744 | PTIN |
| Phone | 5074467100 | PhoneNum |
| Preparation | 2025-11-03 | 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 | $37,694,496 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECUMEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2023 | 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,879,423 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,350,644 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,221,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,914,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $675,354 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,474 | PYOtherRevenueAmt |
| CY Other Revenue | $1,917,900 | CYOtherRevenueAmt |
| PY Total Revenue | $45,327,677 | PYTotalRevenueAmt |
| CY Total Revenue | $37,694,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $686,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,221,781 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $233,726 | PYOtherExpensesAmt |
| CY Other Expenses | $12,717,544 | CYOtherExpensesAmt |
| PY Total Expenses | $919,957 | PYTotalExpensesAmt |
| CY Total Expenses | $33,939,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $44,407,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,755,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,848,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,742,667 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,440,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,579,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,407,720 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,162,891 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING SO THAT IT IS A PURPOSEFUL JOUNEY FILLED WITH DIGNITY AND SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,545,385 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,221,819 | RevenueAmt |
| Desc | ECUMEN SBC 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 SBC OWNED AND OPERATED 2 INDEPENDANT LIVING FACILITIES, 5 ASSISTED LIVING AND/OR MEMORY CARE FACILITIES, AND 2 SKILLED NURSING FACILITIES. | Desc |
| Total Program Service Expenses | $30,545,385 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 AVE NORTH | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|
| JOHN PETRABORG | |||||||
| BOARD CHAIR | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER JACOBSON | |||||||
| VICE CHAIR (THRU 08/2024) | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZIE CROCKETT | |||||||
| SECRETARY AND TREASURER | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY ULVESTAD | |||||||
| SECRETARY (THRU 05/2024) | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MICHAEL DADY | |||||||
| IMMEDIATE PAST CHAIR | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN BARKELEW | |||||||
| BOARD MEMBER (THRU 05/2024) | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JAN CONLIN | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JEN AUGUSTON | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| MARY FREY | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| MARCIA KULL | |||||||
| VICE CHAIR | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JOY PLAMANN | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| PETER SCHUNA | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| NILS SNYDER | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JIM SCHOWALTER | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JOHN TRUCKENBROD | |||||||
| BOARD MEMBER | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY KENDRICK | |||||||
| PRESIDENT AND CEO | 0.10 | 39.90 | Yes (X) | $0 | $504,771 | $41,871 | |
| SCOTT BJERKETVEDT | |||||||
| SR VP/CFO (THRU 09/2024) | 0.10 | 39.90 | Yes (X) | $0 | $230,734 | $40,531 | |
| DOUGLAS HARRISON | |||||||
| INTERIM SR VP/CFO | 0.10 | 39.90 | Yes (X) | $0 | $147,936 | $0 | |
| BRETT ANDERSON THRU 072024 | |||||||
| SR VP CHIEF OPERATIONS & STRATEGY | 0.10 | 39.90 | Yes (X) | $0 | $211,350 | $41,132 | |
| MELANIE SULLIVAN | |||||||
| SR VP/CHIEF PEOPLE OFFICER | 0.10 | 39.90 | Yes (X) | $0 | $318,975 | $15,879 | |
| JAMES MCALPINE | |||||||
| SR VP LEGAL AFFAIRS & CORP | 0.10 | 39.90 | Yes (X) | $0 | $253,455 | $10,468 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,667,221 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,881 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRAPETREE MEDICAL STAFFING | |||||
| PO BOX 5340 | SIOUX FALLS | SD | 57117 | NURSING SERVICES | $3,296,296 |
| AYA HEALTHCARE INC | |||||
| PO BOX 674907 | DALLAS | TX | 75267 | NURSING SERVICES | $897,811 |
| AEGIS THERAPIES | |||||
| PO BOX 936653 | ATLANTA | GA | 31193 | THERAPY AND WELLNESS SERVICES | $700,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $973,421 | GovernmentGrantsAmt |
| All Other Contributions | $3,906,002 | AllOtherContributionsAmt |
| Total Contributions | $4,879,423 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENT REVENUE | 623311 | $20,574,556 | $20,574,556 |
| ANCILLARY REVENUE | 623311 | $5,168,295 | $5,168,295 |
| TENANT CHARGES | 623311 | $4,478,968 | $4,478,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,221,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,997 | TotalRevenueColumnAmt |
| Exclusion | $120,997 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $554,357 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $554,357 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $554,357 | TotalRevenueColumnAmt |
| Exclusion | $554,357 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT AND CONSULTING FEES | 900099 | $1,429,191 | $1,429,191 |
| MISCELLANEOUS REVENUE | 900099 | $488,709 | $488,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,917,900 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,694,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,221,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,593,254 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,100,398 | TotalAmt |
| Program Services | $16,290,358 | ProgramServicesAmt |
| Management And General | $1,810,040 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,156 | TotalAmt |
| Program Services | $1,825,340 | ProgramServicesAmt |
| Management And General | $202,816 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,227 | TotalAmt |
| Program Services | $983,904 | ProgramServicesAmt |
| Management And General | $109,323 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,852,610 | TotalAmt |
| Program Services | $2,567,349 | ProgramServicesAmt |
| Management And General | $285,261 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,480 | TotalAmt |
| Program Services | $31,932 | ProgramServicesAmt |
| Management And General | $3,548 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,627 | TotalAmt |
| Program Services | $1,062,564 | ProgramServicesAmt |
| Management And General | $118,063 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,877 | TotalAmt |
| Program Services | $76,389 | ProgramServicesAmt |
| Management And General | $8,488 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,256 | TotalAmt |
| Program Services | $1,228,730 | ProgramServicesAmt |
| Management And General | $136,526 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,124 | TotalAmt |
| Program Services | $387,112 | ProgramServicesAmt |
| Management And General | $43,012 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280,243 | TotalAmt |
| Program Services | $2,052,219 | ProgramServicesAmt |
| Management And General | $228,024 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,063 | TotalAmt |
| Program Services | $17,157 | ProgramServicesAmt |
| Management And General | $1,906 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,584 | TotalAmt |
| Program Services | $2,326 | ProgramServicesAmt |
| Management And General | $258 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982,132 | TotalAmt |
| Program Services | $1,783,919 | ProgramServicesAmt |
| Management And General | $198,213 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,341 | TotalAmt |
| Program Services | $551,107 | ProgramServicesAmt |
| Management And General | $61,234 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LICENSES AND PERMITS | $704,841 | $634,357 | $70,484 |
| RESIDENT CARE SUPPLIES | $652,477 | $587,229 | $65,248 |
| DONATION EXPENSE | $326,836 | $294,152 | $32,684 |
| BAD DEBT EXPENSES | $104,999 | $94,499 | $10,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,054 | TotalAmt |
| Program Services | $74,742 | ProgramServicesAmt |
| Management And General | $8,312 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,939,325 | TotalAmt |
| Program Services | $30,545,385 | ProgramServicesAmt |
| Management And General | $3,393,940 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,304 | BOYAmt |
| EOY | $1,321,791 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,082 | BOYAmt |
| EOY | $8,194,596 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $79,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,591,342 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,775,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,542,000 | BOYAmt |
| EOY | $50,816,336 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $330,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,848,386 | BOYAmt |
| EOY | $60,742,667 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,196 | BOYAmt |
| EOY | $1,762,802 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,435 | BOYAmt |
| EOY | $890,717 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,482,905 | BOYAmt |
| EOY | $5,664,393 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,130 | BOYAmt |
| EOY | $4,261,864 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,440,666 | BOYAmt |
| EOY | $12,579,776 | 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 | $44,407,720 | BOYAmt |
| EOY | $44,554,105 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,608,786 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,407,720 | BOYAmt |
| EOY | $48,162,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,848,386 | BOYAmt |
| EOY | $60,742,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,755,171 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,879,423 | CurrentTaxYearAmt |
| Total | $4,879,423 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,350,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,221,819 | CurrentTaxYearAmt |
| Total | $31,572,463 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,350,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,101,242 | CurrentTaxYearAmt |
| Total | $36,451,886 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,451,886 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,997 | CurrentTaxYearAmt |
| Total | $121,391 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,997 | CurrentTaxYearAmt |
| Total | $121,391 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $62,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,917,900 | CurrentTaxYearAmt |
| Total | $1,980,374 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,413,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,140,139 | CurrentTaxYearAmt |
| Total | $38,553,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MANAGEMENT AND CONSULTING - 2023 AMOUNT: $ 56,589. 2024 AMOUNT: $ 1,429,191. BEAUTY SHOP - 2023 AMOUNT: $ 76. 2024 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2023 AMOUNT: $ 5,809. 2024 AMOUNT: $ 488,709. |
| PART III, SHORT YEAR EXPLANATION: | COLUMN D REPRESENTS A SHORT YEAR COVERING PERIOD 12/05/2023 - 12/31/2023. |
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 | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,230,600 | OtherCostOrOtherBasisAmt |
| Book Value | $5,230,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,483,808 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,486,982 | DepreciationAmt |
| Book Value | $42,996,826 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,849,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,804 | DepreciationAmt |
| Book Value | $1,654,123 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $768,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,800 | DepreciationAmt |
| Book Value | $691,200 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $259,007 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,420 | DepreciationAmt |
| Book Value | $243,587 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,816,336 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $359,084 |
| CAPITAL LEASES | $3,900,330 |
| DEPOSITS | $2,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,261,864 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 AND CEO | $0 | $457,857 | $0 | $43,350 | $0 | $3,564 | $0 | $15,560 | $0 | $26,311 | $0 | $546,642 | $0 | $0 |
| MELANIE SULLIVAN | ||||||||||||||
| SR VP/CHIEF PEOPLE OFFICER | $0 | $315,622 | $0 | $0 | $0 | $3,353 | $0 | $14,460 | $0 | $1,419 | $0 | $334,854 | $0 | $0 |
| SCOTT BJERKETVEDT | ||||||||||||||
| SR VP/CFO (THRU 09/2024) | $0 | $229,912 | $0 | $0 | $0 | $822 | $0 | $14,273 | $0 | $26,258 | $0 | $271,265 | $0 | $0 |
| JAMES MCALPINE | ||||||||||||||
| SR VP LEGAL AFFAIRS & CORP | $0 | $252,546 | $0 | $0 | $0 | $909 | $0 | $9,203 | $0 | $1,265 | $0 | $263,923 | $0 | $0 |
| BRETT ANDERSON THRU 072024 | ||||||||||||||
| SR VP CHIEF OPERATIONS & STRATEGY | $0 | $210,850 | $0 | $0 | $0 | $500 | $0 | $13,145 | $0 | $27,987 | $0 | $252,482 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED BY ECUMEN, THE SOLE MEMBER. THE FOLLOWING WERE USED BY ECUMEN TO DETERMINE THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ECUMEN SBC, INC.'S PARENT ORGANIZATION, ECUMEN, MANAGES THE RENTAL PROPERTY OF ECUMEN SBC INC. AND PERFORMS VARIOUS OTHER FUNCTIONS ON ECUMEN SBC, INC.'S BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER IS ECUMEN (EIN: 41-0711588), A MINNESOTA 501(C)(3) NONPROFIT ORGANIZATION AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER OF THE BOARD OF DIRECTORS IS ELECTED BY THE BOARD OF TRUSTEES OF ECUMEN, THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | ECUMEN, THE SOLE MEMBER, MUST APPROVE ANY OF THE FOLLOWING: (A) ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THIS CORPORATION; (B) ALL CAPITAL BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THE CORPORATION, AND ALL MAJOR CAPITAL EXPENDITURES BEFORE FUNDS ARE EXPENDED THEREFORE (FOR THESE PURPOSES A MAJOR CAPITAL EXPENDITURE SHALL BE DEFINED BY THE SOLE MEMBER'S BYLAWS THEN IN EFFECT); (C) ALL OPERATING BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, BEFORE AUTHORIZED EXPENDITURES MAY BE MADE THEREFROM; (D) STRATEGIC PLANS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION; (E) THE INCURRING OF ANY LONG TERM DEBT OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, OTHER THAN INTRA-SYSTEM OR REFINANCING DEBT; (F) ALL HUMAN RESOURCES AND BENEFITS POLICIES OF THIS CORPORATION; (G) ANY MAJOR RISK CONTRACTING AGREEMENTS, WHICH FOR THESE PURPOSES MEANS ANY CONTRACT WHICH DEALS WITH CAPITATION OR SIMILAR RISK BEARING CONCEPT; (H) ANY MERGER, CONSOLIDATION, OR TOTAL OR PARTIAL DISSOLUTION INVOLVING THIS CORPORATION; (I) THE NUMBER OF DIRECTORS OF THIS CORPORATION; AND (J) ANY GOVERNANCE AND ACTION OF THE TYPE SET FORTH IN SUBPARAGRAPH (A) AND SUBPARAGRAPHS (F) THROUGH (I) ABOVE AS PROPOSED BY THE BOARD OF DIRECTORS OF ANY CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES DIRECTLY CONTROLLED BY THIS CORPORATION AS A MEMBER, SHAREHOLDER OR OTHERWISE, TO THE EXTENT THAT THE GOVERNING DOCUMENTS OF SUCH CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES GIVE THIS CORPORATION OR THE BOARD A RIGHT OF APPROVAL OVER SUCH GOVERNANCE ACTION. WITH RESPECT TO THE FOREGOING, THE BOARD SHALL CONSULT WITH AND COOPERATE WITH ECUMEN. FINAL DECISIONS WITH RESPECT TO THE ABOVE LISTED MATTERS SHALL BE SUBJECT TO THE APPROVAL OF ECUMEN AND ITS PERSONNEL WITH THE AUTHORITY TO ACT FOR AND ON BEHALF OF ECUMEN IN CONNECTION WITH SUCH MATTERS. AS PART OF ITS FINAL APPROVAL PROCESS, ECUMEN MAY MODIFY THE CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS OF THIS CORPORATION AS REFERRED TO IN SUBPARAGRAPHS (B) THROUGH (D) ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 INFORMATION IS PROVIDED TO THE AGENCY'S AUDIT FIRM TO COMPILE. THE COMPLETED FORM 990 IS RETURNED TO MANAGEMENT FOR REVIEW. PRIOR TO FINAL APPROVAL THE FORM 990 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 UTILIZES ITS PARENT COMPANY, ECUMEN'S, CONFLICT OF INTEREST POLICY, AS IT DOES NOT HAVE A CONFLICT OF INTEREST POLICY OF ITS OWN. ECUMEN 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 | ALL COMPENSATION IS DETERMINED BY ECUMEN, THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND ECUMEN'S CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ECUMEN | ||||||||||
| 3529 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55125 | 410711588 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| BETHEL MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411773022 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| BETHEL MANOR II INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411347125 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| NEW RICHMOND SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411974837 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| AUGUSTANA LUTHERAN HOMES INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410734237 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| LAMPLIGHTER MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411772945 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| ROBBINSDALE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411667830 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| HUBBARD COUNTY SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411932209 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411824727 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| ALEXANDRIA SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 311749430 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| PARMLY LAKEVIEW INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 263789732 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| ST FRANCIS OF ASSISI INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411427983 | LOW-INCOME HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| ST CROIX VALLEY SUPPORTIVE HOUSING FOR THE ELDERLY INC DBA FOREST HEIGHTS | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55145 | 391924259 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| RIVER TOWN HEIGHTS INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55146 | 391524307 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| BENET PLACE | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55147 | 411765356 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
| BENET PLACE SOUTH | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55148 | 411894399 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | ECUMEN | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| ECUMEN MINNEAPOLIS SNELLING YARDS LLLP | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 852600419 | RENTAL | MN | N/A | 0 | 0 |
| 4040 WEST 70TH STREET APARTMENTS LP | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 862939918 | RENTAL | MN | N/A | 0 | 0 |
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 | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ECUMEN SERVICES INC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411768508 | MANAGEMENT SERVICES | MN | N/A | C | 0 |
| ONE TWO ONE DEVELOPMENT LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 473992783 | DEVELOPMENT | MN | N/A | C | 0 |
| ZVAGO COOPERATIVE AT LONG LAKE | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 845096775 | DEVELOPMENT | MN | N/A | C | 0 |
| ECUMEN DBA THE ECUMEN STORE | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410711588 | SENIOR CARE SUPPLIES SERVICES | MN | N/A | C | 0 |
| ZVAGO COOPERATIVE AT CENTRAL VILLAGE | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 812899630 | DEVELOPMENT | MN | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |