2025-11-14T10:42:41-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 800015864 Legacy Senior Services LEGA 7635375700 14416 Spring Lake Road Minnetonka MN 55345 Eric Lunde President 7635375700 2025-11-13 1 1 Heidi M Sachs CPA P01273512 6122536500 2025-11-13 2024 2025-03-06 01:10:19Z Eric Lunde 14416 Spring Lake Road Minnetonka MN 55345 13238738 0 X N/A X 2001 MN To operate skilled nursing facilities and senior housing communities. 5 5 244 60 0 0 441009 340311 15836371 12895691 2527 2736 0 0 16279907 13238738 7000 15103 0 0 8838823 7219819 0 0 0 7772037 5811048 16617860 13045970 -337953 192768 10431343 9846663 8341601 7566093 2089742 2280570 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 0 10265006 15103 12895691 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 Marycrest, LLC, a 138 unit assisted living facility located in Denver, Colorado. All of the skilled nursing facilities are Medicare and Medicaid certified. 10265006 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 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 50 0 1 244 1 0 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 Administrator - LSS of Fra 40.00 X 0 0 0 Dawn Eckert Administrator - LSS of Fra 40.00 X 0 0 0 Samantha Stocke Administrator-LSS of Maryc 40.00 X 0 0 0 Gifty Opare Administrator-LSS of Maryc 40.00 X 0 0 0 Tina Moore Director of Nursing 40.00 X 104179 0 2321 135379 0 2321 1 0 0 0 Health Dimensions Consulting Group 12900 Whitewater Drive STE 201 Minneapolis MN 55343 Management Services 796671 Pro Rehab 200 Lewis Ave S STE 210 Watertown MN 55388 Therapy Services, OT, PT, ST 218129 BSG Maintenance Inc PO Box 165 Newburg WI 53060 Housekeeping and Laundry Services 173833 Kare Technologies LLC PO Box 4738 Houston TX 77210 Nursing Pool 156910 Fusion Workforce Solutions PO Box 30133 Omaha NE 68103 Nursing Pool 152935 5 252098 88213 340311 Resident Service Revenue 623000 12864662 12864662 Miscellaneous Revenue 900099 31029 31029 12895691 2736 2736 13238738 12895691 0 2736 15103 15103 31200 31200 5995611 4980097 1015514 23269 20060 3209 653328 561135 92193 516411 445185 71226 721088 721088 12983 12983 57080 57080 1037919 771316 266603 58720 58720 374615 276093 98522 171073 171073 720170 715967 4203 20754 20754 12673 580 12093 418455 412862 5593 518510 510821 7689 329885 318493 11392 Food 631345 631345 Medical Supplies 268433 268433 MN DHS Surcharge/WI Pro 163850 163850 Bad Debt Expense 107698 107698 185797 65968 119829 13045970 10265006 2780964 0 1066068 545431 17915 0 1207689 851983 307460 697247 15968375 8848592 7216403 7119783 615808 632219 10431343 9846663 1346137 1085696 316352 107915 742352 486080 188229 172896 5748531 5705583 0 7923 8341601 7566093 X 2089742 2280570 2089742 2280570 10431343 9846663 X 192768 -1940 X X 0 0 0 X 2219101 3012982 1361351 441009 340311 7374754 22392045 21309761 14926223 15836371 12895691 87360091 24611146 24322743 16287574 16277380 13236002 94734845 0 0 0 94734845 2973 2961 711 2527 2736 11908 2973 2961 711 2527 2736 11908 7381 3571 2294 2121 0 15367 106282 14875 121157 24621500 24435557 16305454 16282028 13238738 94883277 0.99840 0.99840 0.00010 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 1843403 1843403 12104323 7124045 4980278 2020649 1724547 296102 7119783 Deposits 110301 Resident Trust Funds 14447 Replacement Reserve 507471 632219 Due to Related Party 7923 7923 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 19 15103 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 4363920 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 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 $109,276 Dawn Eckert, LSS of Frazee LLC $84,982 Samantha Stocke, LSS of Marycrest, LLC $97,313 Gifty Opare, LSS of Marycrest, LLC $9,433 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 XI, line 9: Prior period adjustment -1,940. 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 6582299 3516773 Legacy Senior Services LSS of Marycrest 2850 Columbine Road Denver CO 80221 262181659 Assisted Living CO 6644267 7526732 Legacy Senior Services LSS of Madison LLC 110 Belmont Road Madison WI 53714 201209404 Nursing Home WI 0 25676 Legacy Senior Services Legacy Senior Services dba Traverse Care Center 303 7th Street South Wheaton MN 56296 800015864 Nursing Home & Independent Living MN 0 320938 Legacy Senior Services