ECUMEN SBC INC

EIN: 932878522 501(c)(3)

SHOREVIEW, MN

Total Revenue
$45,327,677
Total Expenses
$919,957
Total Assets
$52,848,386
Net Assets
$44,407,720
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
MN
Principal Officer
SHELLEY KENDRICK
Phone
6517664300
Tax Period
2023-12-05 to 2023-12-31

ECUMEN SBC INC, founded in 2023, is a mid-sized nonprofit that reported $45.3M in total revenue in fiscal year 2023. The organization ran a surplus of $44.4M, a strong 98% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,350,644
Investment Income $43,914,559
Other Revenue $62,474
TOTAL REVENUE $45,327,677

Expense Breakdown

Grants Paid $0
Salaries & Benefits $686,231
Fundraising Expenses $0
Program Expenses $827,960
Other Expenses $233,726
TOTAL EXPENSES $919,957

Year-over-Year Comparison

2023 2022 Change
Revenue $45,327,677 N/A N/A
Expenses $919,957 N/A N/A
Net Income $44,407,720 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
12

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$1,791,991
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN PETRABORG CHAIR 0.10
Officer Director
$0 $0 $0
PETER JACOBSON VICE CHAIR 0.10
Officer Director
$0 $0 $0
J MICHAEL DADY IMMEDIATE PAST CHAIR 0.10
Officer Director
$0 $0 $0
MARCIA KULL SECRETARY 0.10
Officer Director
$0 $0 $0
SUZIE CROCKETT TREASURER 0.10
Officer Director
$0 $0 $0
ANN BARKELEW TRUSTEE 0.10
Director
$0 $0 $0
DAN ABDUL TRUSTEE (THRU 12/7) 0.10
Director
$0 $0 $0
JAN CONLIN TRUSTEE 0.10
Director
$0 $0 $0
JAMES KNAPP TRUSTEE (THRU 12/29) 0.10
Director
$0 $0 $0
JEN AUGUSTON TRUSTEE 0.10
Director
$0 $0 $0
JOHN TRUCKENBROD TRUSTEE 0.10
Director
$0 $0 $0
INGRID RASMUSSEN TRUSTEE 0.10
Director
$0 $0 $0
NANCY THOMPSON ULVESTAD TRUSTEE 0.10
Director
$0 $0 $0
SUE MOORES TRUSTEE (THRU 12/8) 0.10
Director
$0 $0 $0
SHELLEY KENDRICK PRESIDENT/CEO 0.10
Officer
$0 $49,805 $540,172
MELANIE SULLIVAN SR VP/CHIEF PEOPLE OFFICER 0.10
Officer
$0 $16,321 $339,711
BRETT ANDERSON SR VP/CHIEF OPERATIONS & STRATEGY 0.10
Officer
$0 $26,862 $319,907
SCOTT BJERKETVEDT SR VP/CFO 0.10
Officer
$0 $48,936 $342,609
JAMES MCALPINE SR VP LEGAL AFFAIRS & CORP 0.10
Officer
$0 $7,653 $249,592
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $45,327,677 $919,957 $52,848,386 $44,407,720
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