Totals
- Total revenue
- $45,327,677
- Total expenses
- $919,957
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,350,644
- Investment income
- $43,914,559
- Other revenue
- $62,474
- Total assets, end of year
- $52,848,386
- Total liabilities, end of year
- $8,440,666
- Net assets or fund balances, end of year
- $44,407,720
- Program services expenses (Part IX)
- $827,960
- Management and general expenses
- $91,997
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $827,960
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: RENT REVENUE
total $994,501 · related or exempt $994,501
-
2b · Program service revenue: TENANT CHARGES
total $200,045 · related or exempt $200,045
-
2c · Program service revenue: ANCILLARY REVENUE
total $156,098 · related or exempt $156,098
-
3 · Investment income
total $394 · excluded $394
-
7a · Gross sales of assets other than inventory
other assets $49,764,165
-
7b · Less cost or other basis and sales expenses
other assets $5,850,000
-
7c · Gain or loss
other assets $43,914,165
-
7d · Net gain or loss
total $43,914,165 · excluded $43,914,165
-
11a · Other revenue: MANAGEMENT AND CONSULTING FEES
total $56,589 · excluded $56,589
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $5,809 · excluded $5,809
-
11c · Other revenue: BEAUTY SHOP
total $76 · excluded $76
-
11e · Other revenue, total
$62,474
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $581,677 · program services $523,509 · management and general $58,168
-
9 · Other employee benefits
total $63,073 · program services $56,766 · management and general $6,307
-
10 · Payroll taxes
total $41,481 · program services $37,333 · management and general $4,148
-
11a · Fees: management
total $113,176 · program services $101,858 · management and general $11,318
-
11g · Fees: other
total $19,596 · program services $17,636 · management and general $1,960
-
12 · Advertising and promotion
total $849 · program services $764 · management and general $85
-
13 · Office expenses
total $48,201 · program services $43,381 · management and general $4,820
-
14 · Information technology
total $4,500 · program services $4,050 · management and general $450
-
16 · Occupancy
total $976 · program services $878 · management and general $98
-
17 · Travel
total $232 · program services $209 · management and general $23
-
22 · Depreciation, depletion and amortization
total $10,000 · program services $9,000 · management and general $1,000
-
24a · Other expenses: LICENSES AND PERMITS
total $28,560 · program services $25,704 · management and general $2,856
-
24b · Other expenses: RESIDENT CARE SUPPLIES
total $6,497 · program services $5,847 · management and general $650
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $1,098 · program services $988 · management and general $110
-
24d · Other expenses: MINOR EQUIPMENT
total $37 · program services $33 · management and general $4
-
24e · All other expenses
total $4 · program services $4
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $1,514,304
-
4 · Accounts receivable
beginning of year $0 · end of year $792,082
-
10a · Land, buildings and equipment: cost or other basis
$50,542,000
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $50,542,000
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $418,196
-
19 · Deferred revenue
beginning of year $0 · end of year $963,435
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $4,482,905
-
25 · Other liabilities
beginning of year $0 · end of year $2,576,130
-
27 · Net assets without donor restrictions
beginning of year $0 · end of year $44,407,720
Mission and programs · 2023
Mission
WE EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING SO THAT IT IS A PURPOSEFUL JOUNEY FILLED WITH DIGNITY AND SUPPORT.
-
ECUMEN SBC IS A NEW ACQUISITION IN ECUMEN, 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, 2023, ECUMEN SBC SENIOR COMMUNITY INCLUDED 2 INDEPENDENT LIVING, 5 ASSISTED LIVING AND/OR MEMORY CARE, AND 2 SKILLED NURSING FACILITIES. IN 2023, ECUMEN SBC HAD AN OCCUPANCY OF 80.20%.
Expenses $827,960 · Revenue $1,350,644
As filed on the 2023 return.
Listed in Part VII
-
John PetraborgJOHN PETRABORG
CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Peter JacobsonPETER JACOBSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
J Michael DadyJ MICHAEL DADY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Marcia KullMARCIA KULL
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Suzie CrockettSUZIE CROCKETT
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Ann BarkelewANN BARKELEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Dan AbdulDAN ABDUL
TRUSTEE (THRU 12/7)
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Jan ConlinJAN CONLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
James KnappJAMES KNAPP
TRUSTEE (THRU 12/29)
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Jen AugustonJEN AUGUSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
John TruckenbrodJOHN TRUCKENBROD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Ingrid RasmussenINGRID RASMUSSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Nancy Thompson UlvestadNANCY THOMPSON ULVESTAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Sue MooresSUE MOORES
TRUSTEE (THRU 12/8)
- Total calculated
- $0
- Hours/week
- 0.1 + 0.9 related
-
Shelley KendrickSHELLEY KENDRICK
PRESIDENT/CEO
- Total calculated
- $540,172
- From this org
- $0
- From related orgs
- $490,367
- Other
- $49,805
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $487,965 related
- Bonus
- $0
- Other
- $0 + $2,402 related
- Deferred
- $0 + $15,000 related
- Nontaxable benefits
- $0 + $34,805 related
- Filer's total
- $0 + $540,172 related
-
Melanie SullivanMELANIE SULLIVAN
SR VP/CHIEF PEOPLE OFFICER
- Total calculated
- $339,711
- From this org
- $0
- From related orgs
- $323,390
- Other
- $16,321
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $321,133 related
- Bonus
- $0
- Other
- $0 + $2,257 related
- Deferred
- $0 + $15,351 related
- Nontaxable benefits
- $0 + $970 related
- Filer's total
- $0 + $339,711 related
-
Brett AndersonBRETT ANDERSON
SR VP/CHIEF OPERATIONS & STRATEGY
- Total calculated
- $319,907
- From this org
- $0
- From related orgs
- $293,045
- Other
- $26,862
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $292,725 related
- Bonus
- $0
- Other
- $0 + $320 related
- Deferred
- $0 + $13,621 related
- Nontaxable benefits
- $0 + $13,241 related
- Filer's total
- $0 + $319,907 related
-
Scott BjerketvedtSCOTT BJERKETVEDT
SR VP/CFO
- Total calculated
- $342,609
- From this org
- $0
- From related orgs
- $293,673
- Other
- $48,936
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $293,071 related
- Bonus
- $0
- Other
- $0 + $602 related
- Deferred
- $0 + $15,077 related
- Nontaxable benefits
- $0 + $33,859 related
- Filer's total
- $0 + $342,609 related
-
James McAlpineJAMES MCALPINE
SR VP LEGAL AFFAIRS & CORP
- Total calculated
- $249,592
- From this org
- $0
- From related orgs
- $241,939
- Other
- $7,653
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $241,414 related
- Bonus
- $0
- Other
- $0 + $525 related
- Deferred
- $0 + $6,750 related
- Nontaxable benefits
- $0 + $903 related
- Filer's total
- $0 + $249,592 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- 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
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · LOW-INCOME & SENIOR HOUSING · MN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
HUBBARD COUNTY SENIOR HOUSING INC
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
NEW RICHMOND SENIOR HOUSING INC
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
ROBBINSDALE SENIOR HOUSING INC
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
WHITE BEAR LAKE SENIOR HOUSING INC
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
-
501(C)(3) · LOW-INCOME HOUSING · MN
Directly controlled by ECUMEN
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ECUMEN SERVICES INC
C · MANAGEMENT SERVICES · MN
-
BRIDGE REHABILITATION SERVICES INC
C · INACTIVE · MN
-
DIVERSIFIED BUSINESS INSURANCE
C · INSURANCE · MN
-
ONETWOONE DEVELOPMENT LLC
C · DEVELOPMENT · MN
-
ZVAGO COOPERATIVE AT CENTRAL VILLAGE
C · DEVELOPMENT · MN
-
ZVAGO COOPERATIVE AT LAKE SUPERIOR
C · DEVELOPMENT · MN
-
ZVAGO COOPERATIVE AT STILLWATER
C · DEVELOPMENT · MN
-
ZVAGO COOPERATIVE AT LONG LAKE
C · DEVELOPMENT · MN
-
C · SENIOR CARE SUPPLIES SERVICES · MN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349308800
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