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Nonprofiteer
← ECUMEN

Form 990 for tax year 2024

Filed by ECUMEN.

Totals

Total revenue
$182,342,920
Total expenses
$189,744,694
Contributions and grants received
$3,764,532
Grants paid
$149,929
Program service revenue
$173,569,629
Investment income
$2,931,427
Other revenue
$2,077,332
Total assets, end of year
$310,720,409
Total liabilities, end of year
$306,899,965
Net assets or fund balances, end of year
$3,820,444
Program services expenses (Part IX)
$151,770,716
Management and general expenses
$37,458,592
Fundraising expenses
$515,386
Program service expenses (Part III)
$151,770,716

Program services were 80.0% 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.

  • 1e · Government grants (contributions)

    $3,340,931

  • 1f · All other contributions, gifts and grants

    $423,601

  • 1g · Noncash contributions included above

    $69,525

  • 2a · Program service revenue: ASSISTED LIVING FEES

    total $89,539,321 · related or exempt $89,539,321

  • 2b · Program service revenue: NURSING REVENUE

    total $68,894,363 · related or exempt $68,894,363

  • 2c · Program service revenue: MANAGEMENT FEES

    total $10,097,036 · related or exempt $10,097,036

  • 2d · Program service revenue: MEAL REVENUE

    total $4,155,780 · related or exempt $4,155,780

  • 2e · Program service revenue: OTHER OPERATING FEES

    total $883,129 · related or exempt $883,129

  • 3 · Investment income

    total $1,228,355 · excluded $1,228,355

  • 6a · Gross rents

    real property $202,514

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $202,514

  • 6d · Net rental income or loss

    total $202,514 · excluded $202,514

  • 7a · Gross sales of assets other than inventory

    securities $8,650,599 · other assets $436,090

  • 7b · Less cost or other basis and sales expenses

    securities $4,729,408 · other assets $2,654,209

  • 7c · Gain or loss

    securities $3,921,191 · other assets -$2,218,119

  • 7d · Net gain or loss

    total $1,703,072 · excluded $1,703,072

  • 10a · Gross sales of inventory

    $28,231

  • 10b · Cost of goods sold

    $13,998

  • 10c · Net income from sales of inventory

    total $14,233 · excluded $14,233

  • 11a · Other revenue: COMMUNITY FEE

    total $799,000 · excluded $799,000

  • 11b · Other revenue: MISCELLANEOUS

    total $430,802 · excluded $430,802

  • 11c · Other revenue: TENANT FEES

    total $399,204 · excluded $399,204

  • 11d · All other revenue

    total $231,579 · excluded $231,579

  • 11e · Other revenue, total

    $1,860,585

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $149,929 · program services $149,929

  • 5 · Compensation of officers, directors and key employees

    total $2,280,334 · program services $228,033 · management and general $2,052,301

  • 7 · Other salaries and wages

    total $89,442,154 · program services $71,622,634 · management and general $17,453,515 · fundraising $366,005

  • 8 · Pension plan contributions

    total $2,445,838 · program services $1,986,835 · management and general $448,829 · fundraising $10,174

  • 9 · Other employee benefits

    total $10,235,205 · program services $8,119,270 · management and general $2,074,500 · fundraising $41,435

  • 10 · Payroll taxes

    total $6,591,872 · program services $5,174,620 · management and general $1,390,885 · fundraising $26,367

  • 11a · Fees: management

    total $70,367 · management and general $70,367

  • 11b · Fees: legal

    total $570,140 · management and general $570,140

  • 11c · Fees: accounting

    total $250,962 · management and general $250,962

  • 11g · Fees: other

    total $10,853,797 · program services $8,520,231 · management and general $2,290,151 · fundraising $43,415

  • 12 · Advertising and promotion

    total $817,734 · program services $641,921 · management and general $172,542 · fundraising $3,271

  • 13 · Office expenses

    total $1,543,802 · program services $1,211,885 · management and general $325,742 · fundraising $6,175

  • 14 · Information technology

    total $2,489,714 · program services $1,954,425 · management and general $525,330 · fundraising $9,959

  • 16 · Occupancy

    total $9,574,135 · program services $7,515,696 · management and general $2,058,439

  • 17 · Travel

    total $1,146,706 · program services $900,164 · management and general $241,955 · fundraising $4,587

  • 19 · Conferences, conventions and meetings

    total $237,513 · program services $186,448 · management and general $50,115 · fundraising $950

  • 20 · Interest

    total $11,206,009 · program services $8,796,717 · management and general $2,409,292

  • 22 · Depreciation, depletion and amortization

    total $14,336,198 · program services $11,253,915 · management and general $3,082,283

  • 23 · Insurance

    total $2,664,785 · program services $2,091,856 · management and general $572,929

  • 24a · Other expenses: RESIDENT CARE SUPPLIES

    total $8,600,114 · program services $8,600,114

  • 24b · Other expenses: DIETARY EXPENSE

    total $5,156,831 · program services $5,156,831

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $4,400,069 · program services $3,454,054 · management and general $946,015

  • 24d · Other expenses: REFINANCING PROJECT FUN

    total $802,314 · program services $802,314

  • 24e · All other expenses

    total $3,878,172 · program services $3,402,824 · management and general $472,300 · fundraising $3,048

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,031,803 · end of year $19,299,717

  • 2 · Savings and temporary cash investments

    beginning of year $16,200,611 · end of year $10,677,470

  • 4 · Accounts receivable

    beginning of year $10,873,834 · end of year $11,590,041

  • 8 · Inventories for sale or use

    beginning of year $38,461 · end of year $26,509

  • 9 · Prepaid expenses and deferred charges

    beginning of year $805,578 · end of year $892,667

  • 10a · Land, buildings and equipment: cost or other basis

    $397,819,804

  • 10b · Land, buildings and equipment: accumulated depreciation

    $179,828,475

  • 10c · Land, buildings and equipment, net

    beginning of year $175,103,281 · end of year $217,991,329

  • 11 · Investments: publicly traded securities

    beginning of year $21,932,954 · end of year $24,102,914

  • 12 · Investments: other securities

    beginning of year $2,834,092 · end of year $3,056,154

  • 14 · Intangible assets

    beginning of year $5,684,063 · end of year $7,085,131

  • 15 · Other assets

    beginning of year $4,708,705 · end of year $15,998,477

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,995,281 · end of year $19,467,119

  • 18 · Grants payable

    end of year $605,928

  • 19 · Deferred revenue

    beginning of year $1,850,172 · end of year $165,158

  • 20 · Tax-exempt bond liabilities

    beginning of year $185,114,861 · end of year $217,940,476

  • 21 · Escrow or custodial account liability

    beginning of year $2,215,445 · end of year $2,211,244

  • 23 · Secured mortgages and notes payable

    beginning of year $32,638,309 · end of year $46,706,695

  • 25 · Other liabilities

    beginning of year $15,766,309 · end of year $19,803,345

  • 27 · Net assets without donor restrictions

    beginning of year $1,702,993 · end of year -$357,480

  • 28 · Net assets with donor restrictions

    beginning of year $3,930,012 · end of year $4,177,924

Mission and programs · 2024

Mission

WE EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING SO THAT IT IS A PURPOSEFUL JOURNEY FILLED WITH DIGNITY AND SUPPORT.

Activities or mission (Part I)

WE EMPOWER INDIVIDUALS AND FAMILIES TO CONFIDENTLY NAVIGATE AGING FOR A PURPOSEFUL JOURNEY.

  • ECUMEN IS A MINNESOTA NONPROFIT CORPORATION ORGANIZED PRIMARILY TO OWN, OPERATE, MANAGE AND SUPPORT SENIOR LIVING AND HEALTH CARE COMMUNITIES. HOUSING AND SERVICES FOR SENIORS ARE PROVIDED AT ECUMEN COMMUNITIES THROUGH A CONTINUUM OF CARE, INCLUDING VARIOUS LEVELS OF RESIDENTIAL LIVING AND SKILLED NURSING AS WELL AS OTHER COMMUNITY-BASED PROGRAMS AND SERVICES, INCLUDING HOME HEALTH CARE AND OUTPATIENT THERAPIES. ECUMEN AND ITS AFFILIATES OWNED AND OPERATED 51 HEALTH CARE AND OTHER FACILITIES, INCLUDING 16 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED HOUSING PROJECTS.

    Expenses $151,770,716 · Grants $149,929 · Revenue $173,569,629

As filed on the 2024 return.

Listed in Part VII

  • John Petraborg

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • J Michael Dady

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Peter Jacobson

    VICE CHAIR (THRU 08/2024)

    Total calculated
    $0
    Hours/week
    1

  • Marcia Kull

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Thompson Ulvestad

    SECRETARY (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1

  • Suzie Crockett

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jen Auguston

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ann Barkelew

    TRUSTEE (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1

  • Jan Conlin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ingrid Rasmussen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Truckenbrod

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary Frey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joy Plamann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Peter Schuna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nils Snyder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Schowalter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shelley Kendrick

    PRESIDENT/CEO

    Total calculated
    $546,642
    From this org
    $504,771
    From related orgs
    $0
    Other
    $41,871
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $457,857
    Bonus
    $43,350
    Other
    $3,564
    Deferred
    $15,560
    Nontaxable benefits
    $26,311
    Filer's total
    $546,642

  • Melanie Sullivan

    SR VP/CHIEF PEOPLE OFFICER

    Total calculated
    $334,854
    From this org
    $318,975
    From related orgs
    $0
    Other
    $15,879
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $315,622
    Bonus
    $0
    Other
    $3,353
    Deferred
    $14,460
    Nontaxable benefits
    $1,419
    Filer's total
    $334,854

  • James McAlpine

    SR VP LEGAL AFFAIRS & CORP

    Total calculated
    $263,923
    From this org
    $253,455
    From related orgs
    $0
    Other
    $10,468
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $252,546
    Bonus
    $0
    Other
    $909
    Deferred
    $9,203
    Nontaxable benefits
    $1,265
    Filer's total
    $263,923

  • Scott Bjerketvedt

    SR VP/CFO (THRU 9/2024)

    Total calculated
    $271,265
    From this org
    $230,734
    From related orgs
    $0
    Other
    $40,531
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $229,912
    Bonus
    $0
    Other
    $822
    Deferred
    $14,273
    Nontaxable benefits
    $26,258
    Filer's total
    $271,265

  • Tami Haley

    SR VP NURSING AND OPS OFFICER

    Total calculated
    $252,483
    From this org
    $211,350
    From related orgs
    $0
    Other
    $41,133
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $210,850
    Bonus
    $0
    Other
    $500
    Deferred
    $13,145
    Nontaxable benefits
    $27,988
    Filer's total
    $252,483

  • Brett Anderson Sr Vp Chief

    OPERATIONS & STRATEGY (THRU 7/2024)

    Total calculated
    $226,135
    From this org
    $205,489
    From related orgs
    $0
    Other
    $20,646
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $205,247
    Bonus
    $0
    Other
    $242
    Deferred
    $12,505
    Nontaxable benefits
    $8,141
    Filer's total
    $226,135

  • Tina Palmer

    SR VP MISSION ADVANCEMENT OFFICER

    Total calculated
    $174,563
    From this org
    $154,207
    From related orgs
    $0
    Other
    $20,356
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $153,689
    Bonus
    $0
    Other
    $518
    Deferred
    $8,769
    Nontaxable benefits
    $11,587
    Filer's total
    $174,563

  • Doug Harrison

    SR VP/CFO

    Total calculated
    $147,936
    From this org
    $147,936
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

  • Angie Andresen

    VP COMMUNICATION MARKETING & ADVOCACY

    Total calculated
    $210,469
    From this org
    $180,206
    From related orgs
    $0
    Other
    $30,263
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $179,581
    Bonus
    $0
    Other
    $625
    Deferred
    $9,679
    Nontaxable benefits
    $20,584
    Filer's total
    $210,469

  • Lisa Gindt

    CONSULTANT

    Total calculated
    $204,834
    From this org
    $190,004
    From related orgs
    $0
    Other
    $14,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,731
    Bonus
    $0
    Other
    $273
    Deferred
    $9,280
    Nontaxable benefits
    $5,550
    Filer's total
    $204,834

  • Kerri Keller

    VP PEOPLE SERVICES

    Total calculated
    $192,915
    From this org
    $177,404
    From related orgs
    $0
    Other
    $15,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,281
    Bonus
    $0
    Other
    $1,123
    Deferred
    $10,288
    Nontaxable benefits
    $5,223
    Filer's total
    $192,915

  • John Linn

    DIRECTOR CAMPUS OPERATIONS

    Total calculated
    $176,771
    From this org
    $167,049
    From related orgs
    $0
    Other
    $9,722
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,877
    Bonus
    $10,000
    Other
    $172
    Deferred
    $8,940
    Nontaxable benefits
    $782
    Filer's total
    $176,771

  • Robert Fisher

    SR DIRECTOR - PEOPLE SOLUTIONS

    Total calculated
    $199,038
    From this org
    $157,697
    From related orgs
    $0
    Other
    $41,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,119
    Bonus
    $0
    Other
    $1,578
    Deferred
    $10,005
    Nontaxable benefits
    $31,336
    Filer's total
    $199,038

  • Justin Boldt

    EXECUTIVE DIRECTOR III

    Total calculated
    $178,877
    From this org
    $156,615
    From related orgs
    $0
    Other
    $22,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,466
    Bonus
    $20,000
    Other
    $149
    Deferred
    $8,722
    Nontaxable benefits
    $13,540
    Filer's total
    $178,877

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ABIITAN MILL CITY RESTAURANT LLC

    RESTAURANT · MN · income $84,888 · assets -$5,685,392

    Directly controlled by ECUMEN

  • CDL HOMES LLC

    SENIOR HOUSING · MN · income $15,519,759 · assets $41,862,862

    Directly controlled by ECUMEN

  • CREST AT LAKESHORE LLC

    SENIOR HOUSING · MN · income $2,460,040 · assets $11,519,290

    Directly controlled by ECUMEN

  • ECUMEN MILL CITY QUARTER LLC

    SENIOR HOUSING · MN · income $5,978,204 · assets $43,816,928

    Directly controlled by ECUMEN

  • ECUMEN SAND PRAIRIE LLC

    SENIOR HOUSING · MN · income $2,262,829 · assets $2,037,403

    Directly controlled by ECUMEN

  • ECUMEN TECHNOLOGY SOLUTIONS

    TECHNOLOGY · MN · income $0 · assets -$319,410

    Directly controlled by ECUMEN

  • EVERCARE SENIOR LIVING LLC

    SENIOR HOUSING · MN · income $12,947,390 · assets $18,486,355

    Directly controlled by ECUMEN

  • LAKEVIEW COMMONS SENIOR LIVING LLC

    SENIOR HOUSING · MN · income $5,819,716 · assets $10,569,872

    Directly controlled by ECUMEN

  • NORTH BRANCH AFFORDABLE HOUSING DBA UPTOWN MAPLE COMMONS

    SENIOR HOUSING · MN · income $344,399 · assets $905,594

    Directly controlled by ECUMEN

  • NORTH BRANCH SENIOR LIVING LLC

    SENIOR HOUSING · MN · income $12,449,101 · assets $11,009,905

    Directly controlled by ECUMEN

  • OWATONNA SENIOR LIVING LLC

    SENIOR HOUSING · MN · income $2,562,434 · assets $7,463,554

    Directly controlled by ECUMEN

  • REGENT AT APPLE VALLEY LLC

    SENIOR HOUSING · MN · income $8,635,732 · assets $17,721,335

    Directly controlled by ECUMEN

  • REGENT AT MAPLEWOOD LLC

    SENIOR HOUSING · MN · income $7,676,339 · assets $18,010,345

    Directly controlled by ECUMEN

  • THE MEADOWS OF WORTHINGTON LLC

    SENIOR HOUSING · MN · income $6,185,616 · assets $16,831,976

    Directly controlled by ECUMEN

  • THE PINES OF HUTCHINSON LLC

    SENIOR HOUSING · MN · income $2,400,187 · assets $8,526,334

    Directly controlled by ECUMEN

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 4040 WEST 70TH STREET APARTMENTS LP

    RELATED · RENTAL · MN · 0.01% owned · share of income -$98 · share of assets $1,320,587 · general or managing partner

    Directly controlled by ECUMEN

  • ECUMEN MINNEAPOLIS SNELLING YARDS LLLP

    RELATED · RENTAL · MN · 0.01% owned · share of income -$66 · share of assets $624,879 · general or managing partner

    Directly controlled by ECUMEN

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ECUMEN SERVICES INC

    C · MANAGEMENT SERVICES · MN · 100% owned · share of income $6,078,742 · share of assets $2,699,193 · controlled entity

    Directly controlled by ECUMEN

  • ONETWOONE DEVELOPMENT LLC

    C · DEVELOPMENT · MN · 100% owned · controlled entity

    Directly controlled by ECUMEN

  • ZVAGO COOPERATIVE AT CENTRAL VILLAGE

    C · DEVELOPMENT · MN · 100% owned · controlled entity

    Directly controlled by ECUMEN

  • ZVAGO COOPERATIVE AT LONG LAKE

    C · DEVELOPMENT · MN · 100% owned · controlled entity

    Directly controlled by ECUMEN

  • ECUMEN DBA THE ECUMEN STORE

    C · SENIOR CARE SUPPLIES SERVICES · MN · 100% owned · controlled entity

    Directly controlled by ECUMEN

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202513179349301586

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