2023-11-10T07:49:39-06:00 2022-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-01-01 800015864 Legacy Senior Services LEGA 7635375700 14416 Spring Lake Road Minnetonka MN 55345 Eric Lunde President 7635375700 2023-11-03 1 Eric Lunde 999009999 1 Deb Nelson CPA P01264758 6122536500 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Traverse Care Center Eric Lunde 14416 Spring Lake Road Minnetonka MN 55345 16303160 0 X N/A X 2001 MN To operate skilled nursing facilities and senior housing communities. 5 5 355 66 10596 2224 3012982 1361351 21309761 14926223 2961 711 106282 14875 24431986 16303160 14769 12070 0 0 12007236 7855082 0 0 0 11721689 7874111 23743694 15741263 688292 561897 13981648 10817792 12115850 8390097 1865798 2427695 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 health, mind, and spirit of those we serve. 0 0 12629364 12070 14930502 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 43 during 2022.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 Madison, LLC, was sold December 31, 2021 -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 73 during 2022. -LSS of Marycrest, LLC, a 138 unit assisted living facility located in Denver, Colorado. LSS of Marycrest, LLC had an average daily census of 127 during 2022. All of the skilled nursing facilities are Medicare and Medicaid certified. 12629364 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 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 42 0 1 355 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 Robert Beck Director 5.00 X 4800 0 0 Joel Jensen Director 5.00 X 4800 0 0 Nadine Paitich Director (May-Dec) 5.00 X 2800 0 0 Dylan Hanson Administrator - Traverse Care Center 40.00 X 0 0 0 Samantha Gerland Administrator - Traverse Care Center 40.00 X 0 0 0 Samantha Stocke Administrator-LSS of Marycrest 40.00 X 0 0 0 Patrick Krejci Administrator-LSS of Frazee 40.00 X 0 0 0 Pamela Wright Administrator-LSS of Marycrest 40.00 X 0 0 0 Jason Williams Administrator-LSS of Belmont 40.00 X 0 0 0 Pamela Hanson LPN 40.00 X 101876 0 10834 Tina Moore Director of Nursing 40.00 X 112921 0 8065 Isreal Almansza QMAP 40.00 X 100504 0 18422 344501 0 37321 3 0 0 0 Health Dimensions Consulting Group 12900 Whitewater Drive STE 201 Minneapolis MN 55343 Management Services 2607553 ASAP Medical Staffing LLC 755 HWY 105 STE D Palmer Lake CO 80133 Nurse staffing Agency 353536 Pro Rehab 200 Lewis Ave S STE 210 Watertown MN 55388 Therapy Services, OT, PT, ST 238848 Big Stone Therapies 500 Cross Street Big Stone City SD 57216 Therapy Services, OT, PT, ST 237918 BSG Maintenance Inc PO Box 165 Newburg WI 53060 Housekeeping and Laundry Services 185302 6 1355586 5765 1361351 Resident Service Revenue 623000 14871265 14871265 Miscellaneous Revenue 900099 54958 44362 10596 14926223 711 711 Sale of Subsidiary 900099 14875 14875 14875 16303160 14930502 10596 711 X 12070 12070 29200 29200 6464852 5657804 807048 20110 17619 2491 806854 706908 99946 534066 467911 66155 806163 806163 13612 13612 64570 64570 2020065 1517785 502280 79457 79457 29007 3461 25546 222711 222711 1003282 991803 11479 57835 308 57527 14991 1462 13529 346331 341315 5016 599998 590017 9981 402127 373378 28749 Food 703887 703887 Medical Supplies 563301 563301 MN DHS Surcharge/WI Pro 330666 330666 Bad Debt Expense 278928 278928 337180 70741 266439 15741263 12629364 3111899 0 3342807 1708601 17535 17535 2184281 1046181 162240 179046 15335203 7770359 8091383 7564844 183402 301585 13981648 10817792 2738914 1648707 1530757 1236597 189487 168921 7397533 5335872 259159 0 12115850 8390097 X 1865798 2427695 1865798 2427695 13981648 10817792 561897 0 X 0 1 X 1 0 X 18495 15886 2219101 3012982 1361351 6627815 22075078 22729994 22392045 21309761 14926223 103433101 22093573 22745880 24611146 24322743 16287574 110060916 0 0 0 110060916 4846 7389 2973 2961 711 18880 4846 7389 2973 2961 711 18880 7236 18049 7381 3571 2294 38531 866561 -425000 106282 14875 562718 22972216 22346318 24621500 24435557 16305454 110681045 0.99440 0.97740 0.00020 0.00020 X Schedule A, Part III, Line 12, Explanation of Other Income: Gain/Loss on Sale of Subsidiary - 2018 Amount: $ 876,046. 2019 Amount: $ -425,000. 2021 Amount: $ 106,282. 2022 Amount: $ 14,875. Extraordinary Gain/Loss - 2018 Amount: $ -9,485. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1819570 1819570 11704328 6249088 5455240 1811305 1521271 290034 7564844 X 15259405 0 15259405 1043755 1043755 16303160 15588900 0 15588900 152363 152363 15741263 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. Part X, Line 2: The organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 4b - Other Adjustments: Revenue from Discontinued Operations 152,363. Gain on Sale of Subsidiary 891,392. Part XII, Line 4b - Other Adjustments: Expenses from Discontinued Operations 152,363. 1 Tuition Reimbursement 19 12070 Part I, Line 2: The funds are paid directly to the educational institution. No additional monitoring is done. A City of Frazee MN 416005174 2007-08-01 4850000 Health care facility acquisition in Frazee, MN 0 0 0 A 3606507 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 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 $75,124 Samantha Stocke, LSS of Marycrest, LLC $79,449 Dylan Hanson, LSS of Traverse, LLC $43,338 Samantha Gerland, LSS of Traverse, LLC $67,046 Pamela Wright, LSS of Marycrest, LLC $68,238 Jason Williams, LSS of Belmont $18,534 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 IX, line 11g Other Fees: Program service expenses 1,517,785. Management and general expenses 502,280. Fundraising expenses 0. Total expenses 2,020,065. LSS of Madison LLC 110 Belmont Road Madison WI 53714 201209404 Nursing Home WI 0 389229 Legacy Senior Services LSS of Frazee LLC 219 W Maple Avenue Frazee MN 56544 208729268 Nursing Home & Assisted Living MN 5497670 3412942 Legacy Senior Services LSS of Marycrest 2850 Columbine Road Denver CO 80221 262181659 Assisted Living CO 5875186 6642759 Legacy Senior Services Legacy Senior Services dba Traverse Care Center 303 7th Street South Wheaton MN 56296 800015864 Nursing Home & Independent Living MN 3845719 1092268 Legacy Senior Services