Ecumen

Nonprofit profile at a glance

EIN
911982139
IRS 990 coverage
2017–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Shoreview, MN, US
Phone
651-760-3577
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$182,342,920
Expenses
$189,744,694
Assets
$310,720,409
Liabilities
$306,899,965

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • SHELLEY KENDRICK (PRESIDENT/CEO)
  • JUSTIN BOLDT (EXECUTIVE DIRECTOR III)

Highest reported compensation

  • SHELLEY KENDRICK (PRESIDENT/CEO): $546,642 total reported compensation
  • MELANIE SULLIVAN (SR VP/CHIEF PEOPLE OFFICER): $334,854 total reported compensation
  • SCOTT BJERKETVEDT (SR VP/CFO (THRU 9/2024)): $271,265 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We empower individuals and families to confidently navigate aging so that it is a purposeful journey filled with dignity and support. From our origins in 1862 to present day, our faith-based mission has guided our nonprofit organization’s service to individuals and their families. Sure, a lot has changed over the decades, including a significant increase in the average life expectancy in America. Yet as the nation’s population grows, so does the prominence of isolation and unsafe living conditions for some of our most vulnerable members of society—older adults. Collectively, we can’t afford to let the trend continue. At Ecumen, we’ve pledged to make a difference every day. We’re grateful to the benefactors of Ecumen, whose generosity gives our mission meaningful impact in senior living communities where we serve and in a g.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 31
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.5%; rating input score 83
  • Program expense ratio: 80%; rating input score 80
  • Fundraising efficiency: $7.3 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -4.1%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 1.64; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.99; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 1.8%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 2.1% per year; rating input score 100; 16th percentile among comparable filings
  • Revenue growth: 2% per year; rating input score 100; 14th percentile among comparable filings
  • Asset growth: -1.3% per year; rating input score 0; 5th percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 83.5% of revenue deployed · 80% of spending went to programs
  • Governance: 12 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $151.8M in reported program spending
  • Leadership: top reported pay $547K · 30 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.9M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 10 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • Related organizations: 38 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
  • High — Sustainability: Operating margin scored 14/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.