Legacy Senior Services FY2020 filing

Tax-deductible

Minnetonka, MN501(c)(3)Since 2001Health CareEIN 80-0015864Revenue $24.6M in FY2020

On file with the IRS14416 Spring Lake Rd, 55345-2344 · Minnetonka, MNTax-exempt since Jan 2004Publicly supported — 509(a)(2)

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To operate skilled nursing facilities and senior housing communities.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$511K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $75K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$511K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$20.9M
95% of total assets
Concern: liabilities are 95% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24.6M
Spent
$25.4M
To programs
84%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$24.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$24.6M
FY2021$24.4M
FY2022$16.3M
FY2023$16.3M
FY2024$13.2M
Expenses
$25.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$25.4M
FY2021$23.7M
FY2022$15.7M
FY2023$16.6M
FY2024$13.0M
Net assets
$1.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.9M
FY2022$2.4M
FY2023$2.1M
FY2024$2.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $21.4M Management & general 16% · $4.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $511K paid to officers and key staff.

Part VII, Section A · reportable compensation
Registered Nurse
$141,278Pt VII · Sec A
Registered Nurse
$127,265Pt VII · Sec A
Registered Nurse
$111,299Pt VII · Sec A
Director of Therapy Services
$104,448Pt VII · Sec A
President/Treasurer
$12,000Pt VII · Sec A
Secretary
$4,800Pt VII · Sec A
Director
$4,800Pt VII · Sec A
Director
$4,800Pt VII · Sec A

Tina Moore’s $104K as Director of Nursing is at the 2nd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Paul Obino———$175,550—
Deborah McTighe———$151,693$127,265
Tenzin Kunsang———$121,232$141,278
Tina Moore$104,179$106,870$112,921——
Hellen Omwenga—$112,016———
Annette Kienitz————$111,299
Danette M Peyer———$106,714—
Chad Wissler———$106,320—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides skilled nursing care and housing for seniors.

Questions for Legacy Senior Services

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Provided by the organization

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1 program · $21.4M · in their own filed words · FY2020
01

Legacy Senior Services is a Minnesota corporation that operated 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 59 during 2020.

$21.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $55K · 2020–2024
Unitemized GrantFY2024$15,103
Unitemized GrantFY2023$7,000
Unitemized GrantFY2022$12,070
Unitemized GrantFY2021$14,769
Unitemized GrantFY2020$6,486

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$24.6M
Ln 12
Fees for servicesLn 2g$22.4M
Gifts and grantsLn 1h$2.2M
Investment incomeLn 3$3K
Money outPt IX
$25.4M
Ln 25
Programscol B$21.4M
Managementcol C$4.0M
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$22.1M
LiabilitiesLn 26$20.9M
PeoplePt VI, VII
14
listed · VII A
PaidVII A8
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Government grantsLn 1e$2.2M
Fees for servicesLn 2g$22.4M
Investment incomeLn 3$3K
Total revenueLn 12$24.6M
Assets in detailPt X, end of year
CashLn 1$4.1M
SavingsLn 2$17K
Cash and savings togetherLn 1–2$4.1M
Land, buildings, equipmentLn 10c$14.8M
Other assetsLn 15$217K
Total assetsLn 16$22.1M
LiabilitiesLn 26$20.9M
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 5480
VolunteersI 6101
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$619K$4.1M
Land, buildings, equipmentLn 10c$15.5M$14.8M
Total assetsLn 16$19.3M$22.1M
LiabilitiesLn 26$17.4M$20.9M
Net assetsLn 32$1.9M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$6K$6K
Pay of current officers, directors and key staffLn 5$26K$26K
Other salaries and wagesLn 7$10.5M$9.3M$1.2M
Pension plan contributionsLn 8$20K$18K$2K
Other employee benefitsLn 9$1.3M$1.2M$145K
Payroll taxesLn 10$822K$732K$90K
Management feesLn 11a$1.1M$1.1M
Legal feesLn 11b$56K$56K
Accounting feesLn 11c$88K$88K
Other fees for servicesLn 11g$3.8M$3.2M$568K
Advertising and promotionLn 12$72K$72K
Office expensesLn 13$750K$693K$57K
Information technologyLn 14$260K$260K
OccupancyLn 16$1.1M$1.1M$15K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$20K$4K$16K
InterestLn 20$1.1M$1.1M$35K
Depreciation, depletion and amortizationLn 22$835K$820K$14K
InsuranceLn 23$374K$353K$21K
Other expenses (24a–d)Ln 24$2.7M$2.7M
All other expensesLn 24e$286K$82K$204K
Total functional expensesLn 25$25.4M$21.4M$4.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.2M$13.0M$193K$2.3M 990 PDF
FY2023 $16.3M$16.6M−$338K$2.1M 990 PDF
FY2022 $16.3M$15.7M$562K$2.4M 990 PDF
FY2021 $24.4M$23.7M$688K$1.9M 990 PDF
FY2020 Viewing $24.6M$25.4M−$729K$1.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $24,625,122 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,886$2,219,101
I-9 Program service revenuePrior year $22,729,994$22,403,048
I-10 Investment incomePrior year $4,839$2,973
I-11 Other revenuePrior year −$419,562$0
I-12 Total revenuePrior year $22,331,157$24,625,122
I-13 Grants and similar amounts paidPrior year $4,890$6,486
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $12,049,976$12,705,964
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,261,916$12,641,586
I-18 Total expensesPrior year $23,316,782$25,354,036
I-19 Revenue less expensesPrior year −$985,625−$728,914
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $24,625,122 across 6 lines filed
VIII-1e Government grants$2,174,595
VIII-1f All other contributions, gifts and grants$44,506
VIII-1h Total contributions, gifts and grants$2,219,101
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $22,392,045 · Unrelated business $11,003$22,403,048
VIII-3 Investment incomeExcluded from tax $2,973$2,973
VIII-12 Total revenueRelated to mission $22,392,045 · Unrelated business $11,003 · Excluded from tax $2,973$24,625,122
Part IX · Statement of functional expenses $25,354,036 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $6,486$6,486
IX-5 Pay of current officers, directors and key staffManagement $26,400$26,400
IX-7 Other salaries and wagesPrograms $9,339,148 · Management $1,164,851$10,503,999
IX-8 Pension plan contributionsPrograms $17,627 · Management $2,156$19,783
IX-9 Other employee benefitsPrograms $1,188,548 · Management $145,337$1,333,885
IX-10 Payroll taxesPrograms $732,344 · Management $89,553$821,897
IX-11a Management feesManagement $1,148,034$1,148,034
IX-11b Legal feesManagement $56,201$56,201
IX-11c Accounting feesManagement $87,702$87,702
IX-11g Other fees for servicesPrograms $3,211,622 · Management $568,367$3,779,989
IX-12 Advertising and promotionManagement $72,086$72,086
IX-13 Office expensesPrograms $692,619 · Management $57,391$750,010
IX-14 Information technologyManagement $259,662$259,662
IX-16 OccupancyPrograms $1,118,165 · Management $15,304$1,133,469
IX-17 TravelManagement $5,459$5,459
IX-19 Conferences, conventions and meetingsPrograms $4,463 · Management $15,931$20,394
IX-20 InterestPrograms $1,066,192 · Management $34,572$1,100,764
IX-22 Depreciation, depletion and amortizationPrograms $820,329 · Management $14,449$834,778
IX-23 InsurancePrograms $352,936 · Management $21,424$374,360
IX-24 Other expenses (24a–d)Programs $2,732,447$2,732,447
IX-24e All other expensesPrograms $82,105 · Management $204,126$286,231
IX-25 Total functional expensesPrograms $21,365,031 · Management $3,989,005 · Fundraising $0$25,354,036
Part X · Balance sheet $22,110,267 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $601,747$4,076,211
X-2 Savings and temporary cash investmentsStart of year $17,222$17,429
X-4 Accounts receivableStart of year $2,298,947$2,895,762
X-9 Prepaid expenses and deferred chargesStart of year $65,458$96,137
X-10c Land, buildings and equipment, netStart of year $15,499,673$14,807,411
X-15 Other assetsStart of year $807,128$217,317
X-16 Total assetsStart of year $19,290,175$22,110,267
X-17 Accounts payable and accrued expensesStart of year $4,987,262$4,321,651
X-20 Tax-exempt bond liabilitiesStart of year $2,137,776$1,843,479
X-24 Unsecured notes and loans payable$2,195,300
X-25 Other liabilitiesStart of year $0$928,393
X-26 Total liabilitiesStart of year $17,383,755$20,932,761
X-27 Net assets without donor restrictionsStart of year $1,906,420$1,177,506
X-32 Total net assets or fund balancesStart of year $1,906,420$1,177,506
X-33 Total liabilities and net assetsStart of year $19,290,175$22,110,267
Part XI · Reconciliation of net assets $1,177,506 net assets at year end
XI-1 Total revenue$24,625,122
XI-2 Total expenses$25,354,036
XI-3 Revenue less expenses−$728,914
XI-4 Net assets at start of year$1,906,420
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,177,506

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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