Ecumen

Legal name: Ecumen Sbc Inc

Nonprofit profile at a glance

EIN
932878522
IRS 990 coverage
2023–2023
Official website data refreshed
Sep 2026
Forms available
Form 990 2023
Location
Shoreview, MN, US
Phone
651-766-4300
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$45,327,677
Expenses
$919,957
Assets
$52,848,386
Liabilities
$8,440,666

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • SHELLEY KENDRICK (PRESIDENT/CEO)

Highest reported compensation

  • SHELLEY KENDRICK (PRESIDENT/CEO): $540,172 total reported compensation
  • SCOTT BJERKETVEDT (SR VP/CFO): $342,609 total reported compensation
  • MELANIE SULLIVAN (SR VP/CHIEF PEOPLE OFFICER): $339,711 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ecumen creates homes we would be proud to live in and provide care we would be grateful to receive.

What it reported doing in 2023

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%.

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.

The verdict

SUPPORTED - A large share of total spending goes to programs and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 60
  • Accountability: 91
  • Sustainability: 85
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.6%; rating input score 59
  • Program expense ratio: 90%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 98%; rating input score 100; 100th percentile among comparable filings
  • Total-asset coverage ratio: 57.45; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 16.3%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • What they do: 5 programs and campaigns described on the official site · 3 operating locations identified
  • Where the money goes: 58.6% of revenue deployed · 90% of spending went to programs
  • Governance: 11 of 11 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $828K in reported program spending
  • Leadership: top reported pay $540K · 19 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Contacts: How to reach this organization
  • Related organizations: 21 filed related-organization links
  • 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: Pay-setting controls scored 0/100.
  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 6/100.