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Nonprofit · EIN 91-1982139

ECUMEN

Also known as GROUP RETURN

Tax-exempt · SHOREVIEW, MN 55126

Financials

$164.5M$173.6M2023$182.3M$189.7M2024
Revenue Expenses · by fiscal year end
Financials of ECUMEN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$182,342,920$189,744,694-$7,401,774$310,720,409$306,899,965$3,820,444
December 31, 2023990$164,500,404$173,619,583-$9,119,179$258,213,382$252,580,377$5,633,005
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,764,532
of which government grants
$3,340,931
Program service revenue
$173,569,629
Investment income
$2,931,427
Net rental income
$202,514
Net gain from sales of assets
$1,703,072
Net income from sales of inventory
$14,233
Other revenue
$2,077,332

Expenses

Grants and similar amounts paid
$149,929
Compensation of officers, directors and key employees
$2,280,334
Other salaries and wages
$89,442,154
Salaries, compensation and benefits (total)
$110,995,403
Professional fundraising fees
$0
Legal fees
$570,140
Accounting fees
$250,962
Occupancy
$9,574,135
Travel
$1,146,706
Depreciation
$14,336,198
Program services (functional)
$151,770,716
Management and general (functional)
$37,458,592
Fundraising (functional)
$515,386

Balance sheet and other

Total assets, start of year
$258,213,382
Total assets, end of year
$310,720,409
Total liabilities, end of year
$306,899,965
Net assets, end of year
$3,820,444
Land, buildings and equipment
$217,991,329
Publicly traded securities
$24,102,914
Net assets without donor restrictions
-$357,480
Net assets with donor restrictions
$4,177,924
Gross receipts
$189,740,535
Employees
4,177
Volunteers
353
Year formed
1923
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SHELLEY KENDRICKPRESIDENT/CEO
Officer
39$504,771$41,871
MELANIE SULLIVANSR VP/CHIEF PEOPLE OFFICER
Officer
39$318,975$15,879
SCOTT BJERKETVEDTSR VP/CFO (THRU 9/2024)
Officer
39$230,734$40,531
JAMES MCALPINESR VP LEGAL AFFAIRS & CORP
Officer
39$253,455$10,468
TAMI HALEYSR VP NURSING AND OPS OFFICER
Officer
39$211,350$41,133
BRETT ANDERSON SR VP CHIEFOPERATIONS & STRATEGY (THRU 7/2024)
Officer
39$205,489$20,646
ANGIE ANDRESENVP COMMUNICATION MARKETING & ADVOCACY
Key employee
39$180,206$30,263
LISA GINDTCONSULTANT
Highest-paid employee
40$190,004$14,830
ROBERT FISHERSR DIRECTOR - PEOPLE SOLUTIONS
Highest-paid employee
40$157,697$41,341
KERRI KELLERVP PEOPLE SERVICES
Highest-paid employee
40$177,404$15,511
JUSTIN BOLDTEXECUTIVE DIRECTOR III
Highest-paid employee
40$156,615$22,262
JOHN LINNDIRECTOR CAMPUS OPERATIONS
Highest-paid employee
40$167,049$9,722
TINA PALMERSR VP MISSION ADVANCEMENT OFFICER
Officer
39$154,207$20,356
DOUG HARRISONSR VP/CFO
Officer
39$147,936$0
JOHN PETRABORGBOARD CHAIR
Trustee or director, Officer
1$0$0
15 more people on this return
NameTitleHours / weekCompensation
J MICHAEL DADYIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0
PETER JACOBSONVICE CHAIR (THRU 08/2024)
Trustee or director, Officer
1$0
MARCIA KULLVICE CHAIR
Trustee or director, Officer
1$0
NANCY THOMPSON ULVESTADSECRETARY (THRU 05/2024)
Trustee or director, Officer
1$0
SUZIE CROCKETTSECRETARY/TREASURER
Trustee or director, Officer
1$0
JEN AUGUSTONTRUSTEE
Trustee or director
1$0
ANN BARKELEWTRUSTEE (THRU 05/2024)
Trustee or director
1$0
JAN CONLINTRUSTEE
Trustee or director
1$0
INGRID RASMUSSENTRUSTEE
Trustee or director
1$0
JOHN TRUCKENBRODTRUSTEE
Trustee or director
1$0
MARY FREYTRUSTEE
Trustee or director
1$0
JOY PLAMANNTRUSTEE
Trustee or director
1$0
PETER SCHUNATRUSTEE
Trustee or director
1$0
NILS SNYDERTRUSTEE
Trustee or director
1$0
JIM SCHOWALTERTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 24 people
NameTitleHours / weekCompensationOther / benefits
SHELLEY KENDRICKPRESIDENT/CEO
Officer
39$490,367$49,805
SCOTT BJERKETVEDTSR VP/CFO
Officer
39$293,673$48,936
MELANIE SULLIVANSR VP/CHIEF PEOPLE OFFICER
Officer
39$323,390$16,321
BRETT ANDERSONSR VP/CHIEF OPERATIONS & STRATEGY
Officer
39$293,045$26,862
JAMES MCALPINESR VP LEGAL AFFAIRS & CORP
Officer
39$241,939$7,653
HALEY TAMICLINICAL EXCELLENCE & CARE TRANSFORMATION
Highest-paid employee
39$195,148$53,238
JOHN OLIVERSR DIRECTOR - BUSINESS SOLUTIONS
Highest-paid employee
39$166,844$42,572
KATIE LUNDMARKSR REGIONAL DIRECTOR
Highest-paid employee
39$156,638$50,612
ANNE STANFIELDSR DIRECTOR - BUSINESS DEVELOPMENT
Highest-paid employee
39$160,186$45,118
KERRI KELLERVP PEOPLE SERVICES
Highest-paid employee
39$170,685$16,581
JOHN PETRABORGCHAIR
Trustee or director, Officer
1$0$0
J MICHAEL DADYIMMEDIATE PAST CHAIR
Trustee or director
1$0$0
PETER JACOBSONVICE CHAIR
Trustee or director, Officer
1$0$0
MARCIA KULLSECRETARY
Trustee or director, Officer
1$0$0
SUZIE CROCKETTTREASURER
Trustee or director, Officer
1$0$0
DAN ABDULTRUSTEE (THRU 12/7)
Trustee or director
1$0$0
JEN AUGUSTONTRUSTEE
Trustee or director
1$0$0
ANN BARKELEWTRUSTEE
Trustee or director
1$0$0
JAN CONLINTRUSTEE
Trustee or director
1$0$0
JAMES KNAPPTRUSTEE (THRU 12/29)
Trustee or director
1$0$0
SUE MOORESTRUSTEE (THRU 12/8)
Trustee or director
1$0$0
INGRID RASMUSSENTRUSTEE
Trustee or director
1$0$0
JOHN TRUCKENBRODTRUSTEE
Trustee or director
1$0$0
NANCY THOMPSON ULVESTADTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3530 LEXINGTON AVENUE NORTH, SHOREVIEW, MN 55126-8166
Principal officer (990 for 2024)
SHELLEY KENDRICK, 3530 LEXINGTON AVENUE NORTH, SHOREVIEW, MN 55126
Signed the 990
SHELLEY KENDRICK, PRESIDENT & CEO
Phone
(651) 766-4300
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

  • 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

What it must file and when

IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
91-1982139
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1987
Accounting year ends
December
Files
Group return
Assets (IRS master file)
$310,720,409
Income (IRS master file)
$189,740,535

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$182,342,920$189,744,694$310,720,409XML
990December 2023$164,500,404$173,619,583$258,213,382XML
990December 2022$155,006,164$166,144,010$302,410,009IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1982139).

Questions about ECUMEN

What is the EIN of ECUMEN?
The employer identification number (EIN) of ECUMEN is 91-1982139.
Is ECUMEN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Which annual return does ECUMEN file?
Form Group return. Included in a group return filed by its parent.
When is the next return of ECUMEN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ECUMEN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ECUMEN?
The 990 for the year ended December 31, 2024 names SHELLEY KENDRICK.
Who are the officers and directors of ECUMEN?
The 990 for the year ended December 31, 2024 lists 30 people; 14 received compensation from the organization, the highest $504,771 (SHELLEY KENDRICK, PRESIDENT/CEO).
How much revenue does ECUMEN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $182,342,920, expenses of $189,744,694 and total assets of $310,720,409 at year end.

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