2024-11-12T13:18:15-06:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-01-01 800015864 Legacy Senior Services LEGA 7635375700 14416 Spring Lake Road Minnetonka MN 55345 Eric Lunde President 7635375700 2024-11-12 1 1 Deb Nelson CPA P01264758 6122536500 2024-11-11 2023 2024-10-15 13:58:12Z Traverse Care Center Eric Lunde 14416 Spring Lake Road Minnetonka MN 55345 16279907 0 X N/A X 2001 MN To operate skilled nursing facilities and senior housing communities. 5 5 390 41 11145 2121 1361351 441009 14926223 15836371 711 2527 14875 0 16303160 16279907 12070 7000 0 0 7855082 8838823 0 0 0 7874111 7772037 15741263 16617860 561897 -337953 10817792 10431343 8390097 8341601 2427695 2089742 X Legacy Senior Services' mission is to create communities of dignity, passion, and respect for adults and to partner with other not for profit organizations across the country. Through its efforts, Legacy Senior Services seeks to provide broad continuums of care to promote the health, mind, and spirit of those we serve. 0 1 13126740 7000 15836379 Legacy Senior Services is a Minnesota corporation that operates a 49-bed skilled nursing facility and a 20-unit independent living facility located in Wheaton, Minnesota called Traverse Care Center. Traverse Care Center had an average daily census of 31 during 2023.Legacy Senior Services is organized to own and operate facilities with the intent of housing elderly and other vulnerable persons and meeting their healthcare, residential, physical and social needs. Legacy Senior Services is the sole member of four other limited liability companies which operate as skilled nursing, assisted living, and/or independent living facilities as follows: -LSS of Frazee, LLC, a 74-bed skilled nursing facility, a 19 unit assisted living facility, and an 8 unit independent living facility located in Frazee, Minnesota and a 15 unit assisted living facility located in Vergas, Minnesota. LSS of Frazee, LLC had an average daily census of 79 during 2023. -LSS of Marycrest, LLC, a 138 unit assisted living facility located in Denver, Colorado. LSS of Marycrest, LLC had an average daily census of 133 during 2023. All of the skilled nursing facilities are Medicare and Medicaid certified. 13126740 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 57 0 1 390 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN CO X Health Dimensions Group 7635375700 12900 Whitewater Drive Suite 201 Minneapolis MN 55343 Eric Lund President/Treasurer 5.00 X X 12000 0 0 Roger Green Secretary 5.00 X X 4800 0 0 Joel Jensen Director 5.00 X 4800 0 0 Robert Beck Director 5.00 X 4800 0 0 Nadine Paitich Director 5.00 X 4800 0 0 Patrick Krejci Admin. - LSS of Frazee & Traverse 40.00 X 0 0 0 Dawn Eckert Administrator - LSS of Frazee 40.00 X 0 0 0 Samantha Stocke Administrator-LSS of Marycrest 40.00 X 0 0 0 Gifty Opare Administrator-LSS of Marycrest 40.00 X 0 0 0 Samantha Gerland partial year Administrator - Traverse Care Center 40.00 X 0 0 0 Tina Moore Director of Nursing 40.00 X 106870 0 10169 Hellen Omwenga RN 40.00 X 112016 0 0 250086 0 10169 2 0 0 0 Health Dimensions Consulting Group 12900 Whitewater Drive STE 201 Minneapolis MN 55343 Management Services 1026625 Big Stone Therapies 500 Cross Street Big Stone City SD 57216 Therapy Services, OT, PT, ST 268544 Shiftkey LLC PO Box 735913 Dallas TX 75373 Nurse staffing Agency 236439 Pro Rehab 200 Lewis Ave S STE 210 Watertown MN 55388 Therapy Services, OT, PT, ST 211226 BSG Maintenance Inc PO Box 165 Newburg WI 53060 Housekeeping and Laundry Services 175500 5 414184 26825 441009 Resident Service Revenue 623000 15779311 15779311 Miscellaneous Revenue 900099 57060 45915 11145 15836371 2527 2527 16279907 15825226 11145 2527 7000 7000 31200 31200 7347272 6275311 1071961 21129 18215 2914 839995 723173 116822 599227 516579 82648 849707 849707 68162 68162 113652 113652 1637113 1207976 429137 89006 89006 489934 356546 133388 241186 241186 1035646 1027828 7818 91092 669 90423 16440 5522 10918 318762 311778 6984 575972 566533 9439 376307 349711 26596 Food 748180 748180 Medical Supplies 565882 565882 MN DHS Surcharge/WI Pro 300900 300900 Bad Debt Expense 93685 93685 160411 51252 109159 16617860 13126740 3491120 0 1708601 1066068 17535 17915 1046181 1207689 179046 307460 15556890 8340487 7564844 7216403 301585 615808 10817792 10431343 1648707 1346137 316352 1236597 742352 168921 188229 5335872 5748531 8390097 8341601 X 2427695 2089742 2427695 2089742 10817792 10431343 -337953 0 X X 0 0 0 X 15886 2219101 3012982 1361351 441009 7050329 22729994 22392045 21309761 14926223 15836371 97194394 22745880 24611146 24322743 16287574 16277380 104244723 0 0 0 104244723 7389 2973 2961 711 2527 16561 7389 2973 2961 711 2527 16561 18049 7381 3571 2294 2121 33416 106282 14875 121157 22771318 24621500 24435557 16305454 16282028 104415857 0.99840 0.99440 0.00020 0.00020 X Schedule A, Part III, Line 12, Explanation of Other Income: Gain/Loss on Sale of Subsidiary - 2021 Amount: $ 106,282. 2022 Amount: $ 14,875. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1825010 1825010 11817382 6714967 5102415 1914498 1625520 288978 7216403 Deposits 110288 Resident Trust Funds 50674 Replacement Reserve 402983 Due from Related Party 51863 615808 Part IV, Line 2b: The organization acts as custodian for the funds of the residents of the nursing facilities and holds tenant security deposits for tenants of the assisted living facilities. 1 Tuition Reimbursement 5 7000 Part I, Line 2: The funds are paid directly to the educational institution. No additional monitoring is done. A City of Frazee MN 416005174 000000000 2007-08-01 4850000 Health care facility acquisition in Frazee, MN 0 0 0 A 4107648 4882400 133384 4749016 2008 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 Date Rebate Computation Performed Issuer Name: City of Frazee, MN Date the Rebate Computation was Performed: 09/11/2012 Schedule K Supplental Information The amount reported as bonds retired for the privately placed tax-exempt revenue notes is the original issue price less the outstanding principal balance of the underlying bank loan as of the end of the Schedule K reporting period. Schedule K, Part II, Lines 3 and 10: These amounts include interest earned during the construction period. Schedule K, Part III, Line 9: The organization does not have a formal board adopted policy, but the organization does ensure post-issuance compliance through their management practices and procedures. Form 990, Part III, line 3 Traverse Care Center stopped operations 12/31/23. Form 990, Part VI, Section A, line 3 Legacy Senior Services has a management agreement with Health Dimensions Consulting, Inc. (dba Health Dimensions Group) and HDG-WI, LLC to provide management services to Legacy Senior Services and the following wholly owned single-member LLC's: LSS of Frazee, LLC; LSS of Traverse, LLC, and LSS of Marycrest, LLC. The following individuals provided services as administrators of the facilities that included day to day management of functional operations, management of facility personnel, and execution of policies governing facility operations: Patrick Krejci, LSS of Frazee LLC $63,569 Dawn Eckert, LSS of Frazee LLC $81,361 Samantha Stocke, LSS of Marycrest, LLC $94,729 Gifty Opare, LSS of Marycrest, LLC $84,323 Patrick Krejci, LSS of Traverse, LLC $34,206 Samantha Gerland, LSS of Traverse, LLC $38,502 Form 990, Part VI, Section A, line 8b The organization has no committees. The full board handles all meetings. Form 990, Part VI, Section B, line 11b The 990 is reviewed by the Sr. Director of Finance of the management company prior to filing. The 990 is also provided to the Legacy Senior Services board for review and approval prior to filing. Form 990, Part VI, Section B, line 12c The policy covers all board directors and officers of the organization. Individuals are required to disclose any actual or possible conflicts of interest to the board of directors considering the proposed transaction or arrangement. The board of directors determines whether or not a conflict exists. If the individual with a conflict is a board member, the remaining board members determine whether a conflict exists. If an individual has a conflict of interest, they must leave the meeting while the transaction or agreement is discussed and voted upon. Form 990, Part VI, Section B, line 15 The administrators' compensation is determined by an unrelated management company, Health Dimensions Group. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part XII, Line 2b The organization is in the process of obtaining independent audited financial statements. At the time of filing the Form 990 the audit was not issued. LSS of Frazee LLC 219 W Maple Avenue Frazee MN 56544 208729268 Nursing Home & Assisted Living MN 5947873 3304057 Legacy Senior Services LSS of Marycrest 2850 Columbine Road Denver CO 80221 262181659 Assisted Living CO 6207957 7179491 Legacy Senior Services Legacy Senior Services dba Traverse Care Center 303 7th Street South Wheaton MN 56296 800015864 Nursing Home & Independent Living MN 4100643 870497 Legacy Senior Services LSS of Madison LLC 110 Belmont Road Madison WI 53714 201209404 Nursing Home WI 0 27406 Legacy Senior Services