ECUMEN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ECUMEN (EIN 41-0711588)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-02
- IRS object ID
- 201203079349300900
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
- Affiliate Listing
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-02T10:12:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410711588 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECUMEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ECUM | NameControl |
| Phone | 6517664300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1 |
| City | SHOREVIEW | City |
| State | MN | State |
| ZIP Code | 55126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS JOHNSON | Name |
| Title | CFO & SENIOR VICE PRESIDENT | Title |
| Phone | 6517664300 | Phone |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRANCE O'REILLY | Name |
| PTIN | P00068340 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN R ROBERTS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1 |
| City | SHOREVIEW | City |
| State | MN | State |
| ZIP Code | 55126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 141701270 | GrossReceipts |
| Group Return For Affiliates | 1 | GroupReturnForAffiliates |
| All Affiliates Included | 0 | AllAffiliatesIncluded |
| Group Exemption Number | 9386 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ECUMEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO OWN, OPERATE, MANAGE & SUPPORT SENIOR LIVING AND HEALTH CARE COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3799 | TotalNbrEmployees |
| Total Nbr Volunteers | 827 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2164152 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2908487 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 122561514 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 136730832 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 895302 | InvestmentIncomePriorYear |
| Investment Income Current Year | 239944 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -19286 | OtherRevenuePriorYear |
| Other Revenue Current Year | -195644 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 125601682 | TotalRevenuePriorYear |
| Total Revenue Current Year | 139683619 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 65576 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11337 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 66415276 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 74923172 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 512417 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 58049676 | OtherExpensePriorYear |
| Other Expenses Current Year | 66960824 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 124530528 | TotalExpensesPriorYear |
| Total Expenses Current Year | 141895333 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1071154 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2211714 | RevenuesLessExpensesCY |
| Total Assets BOY | 288585242 | TotalAssetsBOY |
| Total Assets EOY | 287475373 | TotalAssetsEOY |
| Total Liabilities BOY | 244904076 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 246412712 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43681166 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41062661 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ECUMEN IS A MINNESOTA NON-PROFIT CORPORATION ORGANIZED PRIMARILY TO OWN, OPERATE, MANAGE AND SUPPORT SENIOR LIVING AND HEALTH CARE COMMUNITIES. HOUSING AND SERVICES 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, SUCH AS HOME HEALTH CARE AND OUTPATIENT THERAPIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 129655203 | Expense |
| Grants | 11337 | Grants |
| Revenue | 136730832 | Revenue |
| Description | ECUMEN IS A MINNESOTA NONPROFIT CORPORATION ORGANIZED PRIMARILY TO OWN, OPERATE, MANAGE AND SUPPORT SENIOR LIVING AND HEALTH CARE COMMUNITIES. HOUSING AND SERVICES FOR SENIORS ARE PROVIDED AT ECUMEN COMMUNITIES THROUGH A CONTINUUM OF CARE, INCLUDING VARIOUS LEVELS OF RESIDENTIAL LIVING AND SKILLED NURSING AS WELL AS OTHER COMMUNITY-BASED PROGRAMS AND SERVICES, INCLUDING HOME HEALTH CARE AND OUTPATIENT THERAPIES. AS OF DECEMBER 31, 2011, ECUMEN AND ITS AFFILIATES OWNED OR LEASED 50 HEALTH CARE AND OTHER FACILITIES, INCLUDING 10 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED HOUSING PROJECTS. AN ADDITIONAL 20 HEALTH CARE AND OTHER FACILITIES WERE MANAGED FOR UNRELATED THIRD-PARTY OWNERS. | Description |
| Total Program Service Expense | 129655203 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 345 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3799 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS JOHNSON | NamePerson |
| Telephone Number | 6517664300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE NORTH | AddressLine1 |
| City | SHOREVIEW | City |
| State | MN | State |
| ZIP Code | 55126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| LYNN ANDERSON | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT KARRICK | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN BYOM | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT HOFFMAN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| GLENN BARON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBBIE CERVENDA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LISA DEVERELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEITH HALLELAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REVEREND KRISTINE LNNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DIANE NIMMER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GAIL OLSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GERALD PETERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TODD PETERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOANNE THRANE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPEHN ORDAHL | |||||||
| SENIOR VP BUSINESS DEVELOPMENT AND PHALANTHROPY | 40.00 | X | X | 227616 | 0 | 48700 | |
| KATHRYN ROBERTS | |||||||
| PRESIDENT & CEO | 40.00 | X | 408790 | 0 | 81443 | ||
| DENNIS JOHNSON | |||||||
| CFO & SENIOR VP | 40.00 | X | 244097 | 0 | 50512 | ||
| GILBERT ACEVEDO | |||||||
| SENIOR VP OR OPERATIONS | 40.00 | X | 33750 | 0 | 0 | ||
| SCOTT RIDDLE | |||||||
| VP OF FINANCE | 40.00 | 171864 | 0 | 38808 | X | ||
| LARRY JORGENSEN | |||||||
| VP OF INFORMATION TECHNOLOGY & CIO | 40.00 | 168282 | 0 | 21827 | X | ||
| ERIC SCHUBERT | |||||||
| VP OF COMMUNICATIONS | 40.00 | 166019 | 0 | 21701 | X | ||
| ROBIN BALCK | |||||||
| VP HUMAN RESOURCES | 40.00 | 163139 | 0 | 38718 | X | ||
| JOHN KORSENDORFER | |||||||
| VP OF CAMPUS OPERATIONS | 40.00 | 162270 | 0 | 32021 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1745827 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 333730 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AP MIDWEST | |||||
| 6701 WEST 23RD | ST LOUIS PARK | MN | 55426 | CONSTRUCTION | 1265067 |
| GRAY PLANT MOOTY & BENNETT | |||||
| 500 IDS CENTER 80 SOUTH EIGHTH STR | MINNEAPOLIS | MN | 55402 | LEGAL | 364267 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH SIXTH STREET SUITE300 | MINNEAPOLIS | MN | 55402 | AUDIT & TAX | 275437 |
| LINCOLN WASTE | |||||
| 500 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | TRASH SERVICE | 171430 |
| DOUGHERTY MORTGAGE LLC | |||||
| 90 SOUTH 7TH STREET SUITE 4300 | MINNEAPOLIS | MN | 55402 | DEBT CONSULTING | 122329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 60000 | FederatedCampaigns |
| Government Grants | 1773880 | GovernmentGrants |
| All Other Contributions | 1074607 | AllOtherContributions |
| Noncash Contributions | 5162 | NoncashContributions |
| Total Contributions | 2908487 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING REVENUE | 623000 | 77605682 | 77605682 |
| ASSISTED LIVING FEES | 623000 | 54094375 | 54094375 |
| MANAGEMENT FEES | 541610 | 1511748 | 1511748 |
| OTHER OPERATING FEES | 623000 | 1351843 | 1351843 |
| MEAL REVENUE | 722210 | 1018104 | 1018104 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1149080 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1149080 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 136730832 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 762798 | TotalRevenueColumn |
| Exclusion | $762,798 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 443720 | Securities |
| Other | 1009154 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 502145 | Securities |
| Other | 1473583 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -58425 | Securities |
| Other | -464429 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -522854 | TotalRevenueColumn |
| Exclusion | -$522,854 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 128184 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 41923 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86261 | TotalRevenueColumn |
| Exclusion | $86,261 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| FACILITY USE FEES | 713940 | 211855 | $211,855 |
| DEBT REFINANCING GAIN | 900099 | -493760 | -$493,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -281905 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139683619 | TotalRevenueColumn |
| Related Or Exempt Function Income | 136730832 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,300 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11337 | Total |
| Program Services | 11337 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1789197 | Total |
| Program Services | 169861 | ProgramServices |
| Management And General | 1528746 | ManagementAndGeneral |
| Fundraising | 90590 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57001480 | Total |
| Program Services | 52924313 | ProgramServices |
| Management And General | 3808411 | ManagementAndGeneral |
| Fundraising | 268756 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1844485 | Total |
| Program Services | 1575998 | ProgramServices |
| Management And General | 252630 | ManagementAndGeneral |
| Fundraising | 15857 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9449729 | Total |
| Program Services | 8854698 | ProgramServices |
| Management And General | 558115 | ManagementAndGeneral |
| Fundraising | 36916 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4838281 | Total |
| Program Services | 4485539 | ProgramServices |
| Management And General | 313819 | ManagementAndGeneral |
| Fundraising | 38923 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4096325 | Total |
| Program Services | 4096325 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188913 | Total |
| Program Services | 147248 | ProgramServices |
| Management And General | 39426 | ManagementAndGeneral |
| Fundraising | 2239 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167266 | Total |
| Program Services | 16727 | ProgramServices |
| Management And General | 150539 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13482290 | Total |
| Program Services | 12613195 | ProgramServices |
| Management And General | 857323 | ManagementAndGeneral |
| Fundraising | 11772 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858736 | Total |
| Program Services | 740110 | ProgramServices |
| Management And General | 113468 | ManagementAndGeneral |
| Fundraising | 5158 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1261446 | Total |
| Program Services | 992589 | ProgramServices |
| Management And General | 255042 | ManagementAndGeneral |
| Fundraising | 13815 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7222972 | Total |
| Program Services | 6450634 | ProgramServices |
| Management And General | 772338 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1052629 | Total |
| Program Services | 915822 | ProgramServices |
| Management And General | 128575 | ManagementAndGeneral |
| Fundraising | 8232 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 606169 | Total |
| Program Services | 460643 | ProgramServices |
| Management And General | 129244 | ManagementAndGeneral |
| Fundraising | 16282 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11808690 | Total |
| Program Services | 10508748 | ProgramServices |
| Management And General | 1299942 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9726996 | Total |
| Program Services | 8515419 | ProgramServices |
| Management And General | 1211577 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1358919 | Total |
| Program Services | 1144890 | ProgramServices |
| Management And General | 214029 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENT CARE SUPPLIES | 9921695 | 9921695 | ||
| SURCHARGE | 2328239 | 2328239 | ||
| EQUIPMENT RENTAL AND MA | 1448512 | 1422767 | 25583 | 162 |
| BAD DEBT EXPENSE | 517551 | 515853 | 1698 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913476 | Total |
| Program Services | 842553 | ProgramServices |
| Management And General | 68906 | ManagementAndGeneral |
| Fundraising | 2017 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141895333 | Total |
| Program Services | 129655203 | ProgramServices |
| Management And General | 11727713 | ManagementAndGeneral |
| Fundraising | 512417 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8476933 | BOY |
| EOY | 8986897 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2226999 | BOY |
| EOY | 2344245 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99072 | BOY |
| EOY | 63470 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12886364 | BOY |
| EOY | 12224272 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274829 | BOY |
| EOY | 274829 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 962 | BOY |
| EOY | 11872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735815 | BOY |
| EOY | 653977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 286390016 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70139089 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213063752 | BOY |
| EOY | 216250927 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19324816 | BOY |
| EOY | 19312250 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2608247 | BOY |
| EOY | 2394670 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649199 | BOY |
| EOY | 649180 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7551358 | BOY |
| EOY | 7154461 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20686896 | BOY |
| EOY | 17154323 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288585242 | BOY |
| EOY | 287475373 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15299590 | BOY |
| EOY | 12954982 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289210 | BOY |
| EOY | 264568 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185556479 | BOY |
| EOY | 157246889 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183247 | BOY |
| EOY | 171740 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40071391 | BOY |
| EOY | 72861063 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3504159 | BOY |
| EOY | 2913470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244904076 | BOY |
| EOY | 246412712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39109833 | BOY |
| EOY | 36820127 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150679 | BOY |
| EOY | 1000240 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3420654 | BOY |
| EOY | 3242294 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43681166 | BOY |
| EOY | 41062661 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288585242 | BOY |
| EOY | 287475373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2211714 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -406791 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1682839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1337550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1763571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2164152 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2908487 | CurrentTaxYear |
| Total | 9856599 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95135523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 112109404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 120431745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122561527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 136730832 | CurrentTaxYear |
| Total | 586969031 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96818362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113446954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122195316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124725679 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139639319 | CurrentTaxYear |
| Total | 596825630 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 596825630 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1536543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1128564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 650311 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 723775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 762798 | CurrentTaxYear |
| Total | 4801991 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1536543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1128564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 650311 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 723775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 762798 | CurrentTaxYear |
| Total | 4801991 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 583075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 451364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56503 | CurrentTaxYearMinus1Year |
| Current Tax Year | -153721 | CurrentTaxYear |
| Total | 1022814 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98440498 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115158593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123296991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 125505957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140248396 | CurrentTaxYear |
| Total | 602650435 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99030 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98840 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00800 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00940 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUES DEBT REFINANCING GAIN FACILITY USE FEES | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | ECUMEN PAID $120,159 FOR MEMBERSHIP DUES TO AGING SERVICES OF MINNESOTA AND $40,467 FOR MEMBERSHIP DUES TO LEADING AGE. THESE AGENCIES ARE INVOLVED IN AGING SERVICES ISSUES RELATED TO LONG TERM CARE, SENIOR HOUSING AND SUPPORTIVE SERVICES THROUGH GRASSROOTS ADVOCACY AND EDUCATION. THESE ASSOCIATIONS DO CONDUCT LOBBYIG ACTIVITIES ON BEHALF OF THEIR MEMBERS. THE DUES AMOUNTS SHOWN ARE THE TOTAL DUES PAID TO THE RESPECTIVE ASSOCIATIONS, BUT THE PERCENTAGE OF THE DUES ATTRIBUTABLE TO LOBBYING ACTIVITIES HAS NOT BEEN PROVIDED TO ECUMEN. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4571333 | BeginningOfYearBalance |
| Contributions | 615355 | Contributions |
| Investment Earnings Or Losses | -205226 | InvestmentEarningsOrLosses |
| Other Expenditures | 738928 | OtherExpenditures |
| End Of Year Balance | 4242534 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3780013 | BeginningOfYearBalance |
| Contributions | 1020634 | Contributions |
| Investment Earnings Or Losses | 223079 | InvestmentEarningsOrLosses |
| Other Expenditures | 452393 | OtherExpenditures |
| End Of Year Balance | 4571333 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3479595 | BeginningOfYearBalance |
| Contributions | 933512 | Contributions |
| Investment Earnings Or Losses | 335034 | InvestmentEarningsOrLosses |
| Other Expenditures | 968128 | OtherExpenditures |
| End Of Year Balance | 3780013 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5204537 | BeginningOfYearBalance |
| Contributions | 784164 | Contributions |
| Investment Earnings Or Losses | -1246259 | InvestmentEarningsOrLosses |
| Other Expenditures | 1262847 | OtherExpenditures |
| End Of Year Balance | 3479595 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.76000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13257141 | OtherCostOrOtherBasis |
| Book Value | 13257141 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 247873925 | OtherCostOrOtherBasis |
| Depreciation | 56278639 | Depreciation |
| Book Value | 191595286 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22412243 | OtherCostOrOtherBasis |
| Depreciation | 13860450 | Depreciation |
| Book Value | 8551793 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2846707 | OtherCostOrOtherBasis |
| Book Value | 2846707 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 216250927 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| TENANT SECURITY DEPOSITS | 154206 |
| BOND & MORTGAGE INDENTURE AGREEMENTS | 16925117 |
| WORKERS COMPENSATION RESERVE | 75000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17154323 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $175,433 |
| INSURANCE CLAIMS RESERVES | $2,738,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2913470 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | ECUMEN HOLDS IN TRUST SECURITY DEPOSIT AMOUNTS RECEIVED BY TENANTS OF THE PROJECT UPON MOVE-IN. TENANT SECURITY DEPOSITS ARE MAINTAINED IN AN INTEREST- BEARING SAVNGS ACCOUNT SEPARATE FROM ECUMEN'S OPERATING ACCOUNT. WITHDRAWLS ARE RESTRICTED TO REIMUBURSEMENTS OF TENANT'S SECURITY DEPOSITS. | |
| PART V, LINE 4: | EARNINGS FROM ENDOWMENT FUNDS ARE USED TO SUPPORT OUR GENERAL UNRESTRICTED OPERATING EXPENSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE TAX RETURNS OF THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHANGING AGING INVITATIONAL 2011 | NameOfEvent1 |
| Gross Receipts Event1 | 51200 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 51200 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 5881 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 16444 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2325 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1383 | OtherDirectExpensesEvent1 |
| Name Of Event2 | EMMANUEL CHRTY BNFT | NameOfEvent2 |
| Gross Receipts Event2 | 48160 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 48160 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 146 | CashPrizesEvent2 |
| Food And Beverage Event2 | 5277 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1400 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3543 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 28824 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 28824 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 743 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2224 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 1743 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 814 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 128184 | GrossReceiptsTotal |
| Gross Revenue Total Events | 128184 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 146 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 6624 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 18668 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 9345 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 5740 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 41923 | DirectExpenseSummaryEvents |
| Net Income Summary | 86261 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 13 | 6837 |
| EMPLOYEE ASSISTANCE | 5 | 4500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH EXECUTIVE OVERSIGHT OF THE SUBSIDIARIES' ACTIVITIES. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE TUITION STATEMENTS PRIOR TO RECEIVING SCHOLARSHIP FUNDS. EMPLOYEE ASSISTANCE RECIPIENTS ARE REQUIRED TO PROVIDE BILLS OTHER EXPENSE STATEMENTS PRIOR TO RECEIVING ASSISTANCE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 1 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPEHN ORDAHL | |||||||||||||
| 190581 | 0 | 30083 | 0 | 6952 | 0 | 33564 | 0 | 15136 | 0 | 276316 | 0 | 0 | 0 |
| KATHRYN ROBERTS | |||||||||||||
| 329987 | 0 | 70234 | 0 | 8569 | 0 | 60179 | 0 | 21264 | 0 | 490233 | 0 | 0 | 0 |
| DENNIS JOHNSON | |||||||||||||
| 203727 | 0 | 34817 | 0 | 5553 | 0 | 35731 | 0 | 14781 | 0 | 294609 | 0 | 0 | 0 |
| SCOTT RIDDLE | |||||||||||||
| 154030 | 0 | 16854 | 0 | 980 | 0 | 21304 | 0 | 17504 | 0 | 210672 | 0 | 0 | 0 |
| LARRY JORGENSEN | |||||||||||||
| 151038 | 0 | 16761 | 0 | 483 | 0 | 20192 | 0 | 1635 | 0 | 190109 | 0 | 0 | 0 |
| ERIC SCHUBERT | |||||||||||||
| 150171 | 0 | 15639 | 0 | 209 | 0 | 20021 | 0 | 1680 | 0 | 187720 | 0 | 0 | 0 |
| ROBIN BALCK | |||||||||||||
| 142676 | 0 | 16670 | 0 | 3793 | 0 | 20291 | 0 | 18427 | 0 | 201857 | 0 | 0 | 0 |
| JOHN KORSENDORFER | |||||||||||||
| 134158 | 0 | 22560 | 0 | 5552 | 0 | 19160 | 0 | 12861 | 0 | 194291 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4C | KATHRYN ROBERTS : $70,234 (EQUITY-BASED COMPENSATION) DENNIS JOHNSON : $34,817 (EQUITY-BASED COMPENSATION) STEPHEN ORDAHL : $30,083(EQUITY-BASED COMPENSATION) LARRY JORGENSEN : $16,761(EQUITY-BASED COMPENSATION) ROBIN BALCK : $16,670(EQUITY-BASED COMPENSATION) SCOTT RIDDLE : $16,854(EQUITY-BASED COMPENSATION) ERIC SCHUBERT : $15,639(EQUITY-BASED COMPENSATION) JOHN KORZENDORFER : $22,560(EQUITY-BASED COMPENSATION) |
| PART I, LINE 5 | PURPOSE: THE PURPOSE OF THE PLAN IS TO REWARD INDIVIDUAL AND TEAM ACCOMPLISHMENTS OF MANAGEMENT AND PROFESSIONAL STAFF THAT MAKE SIGNIFICANT CONTRIBUTIONS TO THE ACHIEVEMENT OF BUDGETED FINANCIAL AND STRATEGIC GOALS AS ESTABLISHED BY ECUMEN. ELIGIBILITY: ELIGIBILITY FOR THE PLAN IS LIMITED TO REGULAR MANAGEMENT EMPLOYEES WHO RETAIN THE JOB TITLE OF MANAGER, DIRECTOR, SENIOR DIRECTOR, VICE PRESIDENT, SENIOR VICE PRESIDENT OR CHIEF EXECUTIVE LEVEL OF THE HOME OFFICE, AND TO MANAGEMENT STAFF LOCATED OUTSIDE THE HOME OFFICE WITH JOB TITLES OF ADMINISTRATOR, HOUSING MANAGER, AND DEPARTMENT HEAD. OTHER KEY EMPLOYEES MAY BE INCLUDED IN THE PLAN AS APPROVED BY THE CHIEF EXECUTIVE OFFICER. PLAN GOALS: VARIABLE PAY PLAN PAYMENTS ARE EARNED BASED ON ACHIEVING AN ACTUAL EBITDA (EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION & AMORTIZATION) FOR THE YEAR THAT FALLS WITHIN A RANGE OF 93% - 115% OF BUDGETED OPERATING EBITDA. HOME OFFICE PARTICIPANTS WILL HAVE ONLY ONE GOAL AROUND ECUMEN'S BUDGETED OPERATING EBITDA. LOCATION PARTICIPANTS WILL HAVE TWO GOALS, WITH 80% BASED ON LOCAL BUDGETED OPERATING EBITDA ACHIEVEMENT AND 20% ON CONSOLIDATED ACHIEVEMENT. BOTH THE LOCATION AND THE CONSOLIDATED THRESHOLDS MUST BE MET IN ORDER FOR A LOCATION TO RECEIVE A PAYOUT UNDER THIS PLAN. REGIONAL DIRECTORS HAVE THE SAME TWO GOALS WITH THE LOCAL GOAL BASED ON CAMPUS OPERATIONS. ECUMEN RESERVES THE RIGHT TO CHANGE THE EBITDA TO REFLECT CHANGES IN THE CURRENT BUSINESS PORTFOLIO. CHANGES ARE COMMUNICATED TO PARTICIPANTS. |
| PART I, LINE 6 | SEE THE NARRATIVE IN SCHEDULE J, PART III, RELATED TO PART I, LINE 5. THE BONUSES ARE BASED ON EBITDA (EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION AND AMORTIZATION), WHICH IS CLOSELY RELATED TO BOTH REVENUES AND NET EARNINGS. BONUSES EARNED IN 2011, PAYABLE IN 2012: KATHRYN ROBERTS - CEO & PRESIDENT: $45,479 DENNIS JOHNSON - CFO & SENIOR VICE PRESIDENT: $21,031 STEPHEN ORDAHL - SENIOR VP OF BUSINESS DEVELOPMENT AND PHALANTHROPY: $19,759 SCOTT RIDDLE - VP OF FINANCE: $10,636 LARRY JORGENSON - CIO & VP OF I.T.: $10,134 ERIC SCHUBERT - VP OF COMMUNICATIONS: $10,069 ROBIN BALCK - VP OF HUMAN RESOURCES: $10,069 JOHN KORZENDORFER - DIRECTOR OF CAMPUS OPERATIONS: $9,259 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF EAGAN MINNESOTA | |||||||
| 410847612 | 269411AC8 | 2008-09-18 | 3585000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF CHISAGO CITY MINNESOTA | |||||||
| 416005046 | 170121AP2 | 2007-09-15 | 6185000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF WORTHINGTON MINNESOTA | |||||||
| 416005656 | 98185TAD9 | 2007-05-14 | 7060000 | REFINANCING | 0 | 0 | 0 |
| CITY OF PARK RAPIDS CDL HOMES LLC | |||||||
| 416005449 | 700728AK4 | 2006-10-24 | 5575000 | NEW CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 675000 | 3585000 | 260200 | 277078 | 159622 | 2888100 | 2009 | 0 | 0 | 1 | 1 | |
| 205000 | 6185000 | 420642 | 337992 | 226366 | 5200000 | 2008 | 0 | 0 | 1 | 1 | |
| 380000 | 7060000 | 475788 | 235629 | 37333 | 2007 | 1 | 0 | 1 | 1 | 6311250 | |
| 486250 | 5575000 | 376010 | 210062 | 4988928 | 2007 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF PARK RAPIDS MANKATO LUTHERAN HOME INC | |||||||
| 416005294 | 700727AP5 | 2006-09-13 | 3465000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF LAKE CRYSTAL MINNESOTA | |||||||
| 416005456 | 509530AQ4 | 2006-08-16 | 9755000 | REFINANCING | 0 | 0 | 0 |
| CITY OF PINE CITY MINNESOTA | |||||||
| 616005444 | 722507AK6 | 2006-05-17 | 17950000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF PINE CITY MINNESOTA | |||||||
| 410882559 | 722518AA5 | 2006-04-24 | 8100000 | PURCHASE OF FACILITES | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow | Amount Bond DefeasedAmountBondDefeased | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 305000 | 3465000 | 237583 | 147774 | 3079643 | 2007 | 0 | 0 | 1 | 1 | |||
| 620000 | 9755000 | 600000 | 316154 | 2006 | 0 | 0 | 1 | 1 | 8838846 | |||
| 540000 | 1300840 | 503787 | 1164496 | 2007 | 0 | 0 | 1 | 1 | 17950000 | 14980878 | ||
| 500000 | 8100000 | 302750 | 7797250 | 2006 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0.01000 | 0.01000 | 1 |
| 1 | 0 | 0 | 0 | 1 | ||
| 1 | 0 | 0 | 0 | 1 | ||
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||
| 1 | 0 | 0 | 0 | 0 | 0 | ||
| US BANK | |||||||
| 1 | 0 | 0 | 1 | 0 | 0 | 10.000000000000 | 1 |
| (no name) | |||||||
| 1 | 1 | 0 | 0 | 0 | 0 | ||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF OWATONNA MINNESOTA | |||||||
| 416007644 | 690595AD5 | 2006-03-16 | 7100000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| APPLE VALLEY ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| 416006975 | 03788AAB5 | 2005-06-20 | 22030000 | PURCHASE OF FACILITES | 0 | 0 | 0 |
| CITY OF FALCON HEIGHTS MINNESOTA | |||||||
| 416005098 | 306057AF7 | 2005-06-30 | 5285000 | PURCHASE OF FACILITES | 0 | 0 | 0 |
| DULUTH MINNESOTA REDEVELOPMENT NOTES | |||||||
| 416006975 | 2005-12-22 | 17880000 | NEW CONSTRUCTION | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 80000 | 7100000 | 504355 | 663836 | 404294 | 5527515 | 2007 | 0 | 0 | 1 | 1 | |
| 2150000 | 22030000 | 1600776 | 752168 | 1177056 | 2005 | 0 | 0 | 1 | 1 | 18500000 | |
| 100000 | 5285000 | 385863 | 135234 | 151532 | 4612372 | 2006 | 0 | 0 | 1 | 1 | |
| 1282477 | 17880000 | 442500 | 425100 | 595000 | 2006 | 0 | 0 | 1 | 1 | 16417400 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | |||||||
| 1 | 0 | 0 | 1 | 10.000000000000 | 1 | 0 | 0 |
| US BANK | |||||||
| 1 | 0 | 0 | 1 | 10.000000000000 | 1 | 0 | 0 |
| (no name) | |||||||
| 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||
| 1 | 0 | 0 | 0 | 0 | 0 | ||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF DETROIT LAKES CDL HOMES LLC | |||||||
| 416005098 | 251008AA6 | 2004-08-04 | 9850000 | REFINANCING | 0 | 0 | 0 |
| CITY OF DETROIT LAKES MANKATO LUTHERAN HOMES INC | |||||||
| 416005098 | 251008AQ1 | 2004-09-16 | 7525000 | REFINANCING | 0 | 0 | 0 |
| CITY OF BRAINERD MINNESOTA | |||||||
| 416005001 | 2004-11-24 | 4355000 | NEW CONSTRUCTION | 0 | 0 | 0 | |
| HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH MINNESOTA | |||||||
| 416006975 | 2004-07-27 | 21120000 | NEW CONSTRUCTION | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1086708 | 9850000 | 154171 | 7247936 | 261004 | 2186889 | 2004 | 1 | 1 | 1 | 1 | ||
| 1575000 | 7525000 | 7374500 | 150000 | 2004 | 1 | 0 | 1 | 1 | ||||
| 440755 | 4355000 | 152774 | 87100 | 3972569 | 2005 | 0 | 0 | 1 | 1 | 70050 | 72507 | |
| 2142984 | 21120000 | 586181 | 822740 | 19311079 | 2005 | 1 | 0 | 1 | 1 | 400000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 | ||
| 1 | 0 | 0 | 0 | 1 | 0.01000 | 0.01000 |
| 1 | 0 | 0 | 0 | 1 | ||
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF OWATONNA MINNESOTA | |||||||
| 616005444 | 690562AA1 | 2003-06-30 | 4120000 | REFINANCING | 0 | 0 | 0 |
| CITY OF WORTHINGTON MINNESOTA | |||||||
| 416005656 | 98185QA50 | 2009-05-21 | 6730000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF TWO HARBORSMN | |||||||
| 416005579 | 2005-02-15 | 4250000 | REFINANCING | 0 | 0 | 0 | |
| CITY OF APPLE VALLEY MN | |||||||
| 410882559 | 03789WAE0 | 2010-03-29 | 5545000 | NEW CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 980000 | 4120000 | 3841720 | 278280 | 2003 | 1 | 0 | 1 | 1 | ||||
| 85000 | 6730000 | 345475 | 2010 | 0 | 0 | 1 | 1 | 528655 | 679069 | 258903 | 4917898 | |
| 653189 | 4250000 | 4250000 | 2005 | 1 | 0 | 1 | 1 | |||||
| 70000 | 5545000 | 223400 | 2011 | 0 | 0 | 1 | 1 | 430681 | 4890919 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 1 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF MAPLEWOOD MN | |||||||
| 416008920 | 565566AE6 | 2010-07-01 | 5875000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| CITY OF LAKE CRYSTAL MN | |||||||
| 416005294 | 509530BG5 | 2010-08-10 | 6865000 | NEW CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 80000 | 5875000 | 433858 | 2298710 | 260945 | 2881487 | 2010 | 0 | 0 | 1 | 1 | ||
| 6865000 | 508849 | 334050 | 550000 | 2010 | 0 | 0 | 1 | 1 | 419720 | 5052381 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 WHICH 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 11 | THE FORM 990 WAS REVIEWED BY THE CFO, THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW, THEN FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ECUMEN'S CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, OFFICERS, MANAGERS AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF ECUMEN, INCLUDING THOSE WHO MAKE PURCHASING DECISIONS OR WHO HAVE PROPRIETARY INFORMATION CONCERNING ECUMEN. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO APPLICABLE PARTIES ANNUALLY AND A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED. THE POLICY STATES THAT IT IS THE RESPONSIBILITY OF THE APPLICABLE PARTY TO DISCLOSE A POTENTIALLY CONFLICTING TRANSACTION BEFORE IT IS CONSUMMATED AND TO CONTINUE TO SCRUTINIZE THEIR TRANSACTIONS AND DISCLOSE POTENTIAL CONFLICTS IMMEDIATELY. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE MONITORED BY AN H.R. GENERALIST IN THE HOME OFFICE AND BY THE VICE PRESIDENT OF HUMAN RESOURCES. THE VICE PRESIDENT OF HUMAN RESOURCES NOTIFIES THE CEO FOR DISCLOSURES INVOLVING EMPLOYEES, UNLESS THE EMPLOYEE IS THE CEO IN WHICH CASE THE BOARD CHAIR IS NOTIFIED. THE BOARD CHAIR NOTIFIES THE BOARD OR THE APPLICABLE COMMITTEE OF THE BOARD. DISCLOSURES INVOLVING TRUSTEES ARE MADE TO THE BOARD CHAIR, UNLESS THE BOARD CHAIR HAS A CONFLICT IN WHICH CASE THE VICE-CHAIR IS NOTIFIED. CONTROLS ARE PUT INTO PLACE TO MINIMIZE THE RISK OF A CONFLICT. THE CONTROLS ARE SPECIFIC TO THE POTENTIAL AREA OF CONFLICT. FOR INSTANCE, IF AN EMPLOYEE PROVIDES DAILY WORK DIRECTION TO A FAMILY MEMBER, ALL SALARY-RELATED DECISIONS FOR THAT FAMILY MEMBER WOULD BE ASSIGNED TO ANOTHER (NON-RELATED) PERSON. DURING BOARD DISCUSSIONS, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL FOR THE CONFLICTING TRANSACTION. OTHER SPECIFIC RESTRICTIONS MAY BE IMPOSED, DEPENDING ON THE CONFLICT. A COMPETITIVE BID OR COMPARABLE VALUATION MUST EXIST. THE BOARD, OR DULY CONSTITUTED COMMITTEE, HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT OUTSIDE CONSULTANT IS USED TO MAKE RECOMMENDATIONS FOR THE COMPENSATION OF THE PRESIDENT/CEO AND VICE PRESIDENTS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO CAN APPROVE THE COMPENSATION FOR THE OTHER EXECUTIVE POSITIONS, BUT REVIEWS HER RECOMMENDATIONS WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO IMPLEMENTATION. A COMPLETE REVIEW OF THE VICE PRESIDENTS WAS COMPLETED IN 2009. THE PRESIDENT CEO REVIEW IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ECUMEN'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -193,214. CHANGE IN INVESTMENT IN PERPETUAL TRUSTS -213,577. TOTAL TO FORM 990, PART XI, LINE 5: -406,791. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| CDL HOMES LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 201431435 | SENIOR HOUSING | MN | 26413429 | 44377369 | N/A |
| LAKEVIEW COMMONS SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204437549 | SENIOR HOUSING | MN | 4822129 | 10855644 | N/A |
| OWATONNA SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 204076550 | SENIOR HOUSING | MN | 1789598 | 7134624 | N/A |
| EVERCARE SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 202864571 | SENIOR HOUSING | MN | 10808101 | 20812371 | N/A |
| THE PINES OF HUTCHINSON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203063914 | SENIOR HOUSING | MN | 1310406 | 4908904 | N/A |
| BAYSHORE HEALTH CENTER LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262497116 | SENIOR HOUSING | MN | 12115652 | -972007 | N/A |
| THE MEADOWS OF WORTHINGTON LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 161655687 | SENIOR HOUSING | MN | 3444404 | 13597204 | N/A |
| NORTH BRANCH SENIOR LIVING LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 203113972 | SENIOR HOUSING | MN | 9140842 | 18552828 | N/A |
| ECUMEN SUNRISE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 274017524 | SENIOR HOUSING | MN | 3971253 | 4723642 | N/A |
| REGENT AT MAPLEWOOD LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374599 | SENIOR HOUSING | MN | 4200153 | 27567002 | N/A |
| REGENT AT APPLE VALLEY LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 262374517 | SENIOR HOUSING | MN | 1896809 | 26293625 | N/A |
| CREST AT LAKESHORE LLC | |||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 274202514 | SENIOR HOUSING | MN | 2733852 | 16719665 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BETHEL MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411773022 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| BETHEL MANOR II INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411347125 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| NEW RICHMOND SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411974837 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| AUGUSTANA LUTHERAN HOMES INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410734237 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| LAMPLIGHTER MANOR INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411772945 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| ROBBINSDALE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411667830 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| HUBBARD COUNTY SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411932209 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411824727 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| ALEXANDRIA SENIOR HOUSING INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 311749430 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
| PARMLY LAKEVIEW INC | ||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 263789732 | LOW-INCOME HOUSING | MN | 501(C)(3) | 9 | ECUMEN | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH BRANCH AFFORD HSG DBA UPTOWN MAPLE COMMONS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVE N | AddressLine1 |
| City | SHOREVIEW | City |
| State | MN | State |
| ZIP Code | 55126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411864198 | EIN |
| Primary Activity | SENIOR HOUSING | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -18 | ShareOfTotalIncome |
| Share Of EOY Assets | 269 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00010 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ECUMEN SERVICES INC | |||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411768508 | MANAGEMENT SERVICES | MN | N/A | C | 2397084 | -3624540 | 1.00000 |
| BRIDGE REHABILITATION SERVICES INC | |||||||||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411893649 | INACTIVE | MN | N/A | C | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BETHEL MANOR INC | ||
| P | 121905 | ACTUAL COST |
| BETHEL MANOR II INC | ||
| P | 128318 | ACTUAL COST |
| NEW RICHMOND SENIOR HOUSING INC | ||
| P | 54538 | ACTUAL COST |
| AUGUSTANA LUTHERAN HOMES INC | ||
| P | 354616 | ACTUAL COST |
| AUGUSTANA LUTHERAN HOMES INC | ||
| K | 51213 | ACTUAL COST |
| LAMPLIGHTER MANOR INC | ||
| P | 184475 | ACTUAL COST |
| PARMLY LAKEVIEW INC | ||
| P | 293744 | ACTUAL COST |
| WHITE BEAR LAKE SENIOR HOUSING INC | ||
| P | 60798 | ACTUAL COST |
| ALEXANDRIA SENIOR HOUSING INC | ||
| P | 62929 | ACTUAL COST |
| NORTH BRANCH AFFORDABLE HOUSING INC | ||
| P | 85066 | ACTUAL COST |
Affiliate Listing AffiliateListing
Affiliate Affiliate (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Name ControlNameControl |
|---|---|---|---|---|---|
| ECUMEN | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 410711588 | ECUM |
| ECUMEN HOME CARE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411586029 | ECUM |
| MANKATO LUTHERAN HOME | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411858069 | MANK |
| SECOND CENTURY HOUSING | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411852311 | SECO |
| LAKESHORE INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 810606178 | LAKE |
| ECUMEN PROPERTIES INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411905567 | ECUM |
| MAPLEWOOD SENIOR HOUSING INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 161655687 | MAPL |
| ECUMEN FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411606713 | ECUM |
| BETHANY HOME FOUNDATION OF ALEXANDRIA | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411451489 | BETH |
| EMMANUEL FOUNDATION | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 55126 | 411460344 | EMMA |