Legacy Senior Services FY2022 filing

Tax-deductible

Minnetonka, MN501(c)(3)Since 2001Health CareEIN 80-0015864Revenue $16.3M in FY2022

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.
80¢ of each $1 spent went to programs.
$345K 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

FY2022 · 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
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$345K
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
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8.4M
78% of total assets
Worth a look: liabilities are 78% of assets; over 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.3M
-33% vs prior year
Spent
$15.7M
To programs
80%
Net assets
$2.4M
By yearFY2020–FY2024
Revenue
$16.3M
FY2022▼ -33%
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
$15.7M
FY2022▼ -34%
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
$2.4M
FY2022▲ +30%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 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

80 cents of each dollar spent went to programs.

Program services 80% · $12.6M Management & general 20% · $3.1M

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; $345K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director of Nursing
$112,921Pt VII · Sec A
$101,876Pt VII · Sec A
$100,504Pt VII · Sec A
President/Treasurer
$12,000Pt VII · Sec A
Director
$4,800Pt VII · Sec A
Secretary
$4,800Pt VII · Sec A
Director
$4,800Pt VII · Sec A
Director (may-Dec)
$2,800Pt 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.

See Legacy Senior Services executive salaries →

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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.

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Provided by the organization

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1 program · $12.6M · in their own filed words · FY2022
01

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.

$12.6Mprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$16.3M
Ln 12
Fees for servicesLn 2g$14.9M
Gifts and grantsLn 1h$1.4M
Other incomeLn 4–11$15K
Money outPt IX
$15.7M
Ln 25
Programscol B$12.6M
Managementcol C$3.1M
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$10.8M
LiabilitiesLn 26$8.4M
PeoplePt VI, VII
14
listed · VII A
PaidVII A8
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Government grantsLn 1e$1.4M
Fees for servicesLn 2g$14.9M
Investment incomeLn 3$711
Other incomeLn 4–11$15K
Total revenueLn 12$16.3M
Assets in detailPt X, end of year
CashLn 1$1.7M
SavingsLn 2$18K
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$7.6M
Other assetsLn 15$302K
Total assetsLn 16$10.8M
LiabilitiesLn 26$8.4M
Net assetsLn 32$2.4M
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 FY22End FY22
Cash and savingsLn 1–2$3.4M$1.7M
Land, buildings, equipmentLn 10c$8.1M$7.6M
Total assetsLn 16$14.0M$10.8M
LiabilitiesLn 26$12.1M$8.4M
Net assetsLn 32$1.9M$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$12K$12K
Pay of current officers, directors and key staffLn 5$29K$29K
Other salaries and wagesLn 7$6.5M$5.7M$807K
Pension plan contributionsLn 8$20K$18K$2K
Other employee benefitsLn 9$807K$707K$100K
Payroll taxesLn 10$534K$468K$66K
Management feesLn 11a$806K$806K
Legal feesLn 11b$14K$14K
Accounting feesLn 11c$65K$65K
Other fees for servicesLn 11g$2.0M$1.5M$502K
Advertising and promotionLn 12$79K$79K
Office expensesLn 13$29K$3K$26K
Information technologyLn 14$223K$223K
OccupancyLn 16$1.0M$992K$11K
TravelLn 17$58K$308$58K
Conferences, conventions and meetingsLn 19$15K$1K$14K
InterestLn 20$346K$341K$5K
Depreciation, depletion and amortizationLn 22$600K$590K$10K
InsuranceLn 23$402K$373K$29K
Other expenses (24a–d)Ln 24$1.9M$1.9M
All other expensesLn 24e$337K$71K$266K
Total functional expensesLn 25$15.7M$12.6M$3.1M$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 Viewing $16.3M$15.7M$562K$2.4M 990 PDF
FY2021 $24.4M$23.7M$688K$1.9M 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $16,303,160 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,012,982$1,361,351
I-9 Program service revenuePrior year $21,309,761$14,926,223
I-10 Investment incomePrior year $2,961$711
I-11 Other revenuePrior year $106,282$14,875
I-12 Total revenuePrior year $24,431,986$16,303,160
I-13 Grants and similar amounts paidPrior year $14,769$12,070
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $12,007,236$7,855,082
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,721,689$7,874,111
I-18 Total expensesPrior year $23,743,694$15,741,263
I-19 Revenue less expensesPrior year $688,292$561,897
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $16,303,160 across 7 lines filed
VIII-1e Government grants$1,355,586
VIII-1f All other contributions, gifts and grants$5,765
VIII-1h Total contributions, gifts and grants$1,361,351
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,915,627 · Unrelated business $10,596$14,926,223
VIII-3 Investment incomeExcluded from tax $711$711
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,875$14,875
VIII-12 Total revenueRelated to mission $14,930,502 · Unrelated business $10,596 · Excluded from tax $711$16,303,160
Part IX · Statement of functional expenses $15,741,263 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $12,070$12,070
IX-5 Pay of current officers, directors and key staffManagement $29,200$29,200
IX-7 Other salaries and wagesPrograms $5,657,804 · Management $807,048$6,464,852
IX-8 Pension plan contributionsPrograms $17,619 · Management $2,491$20,110
IX-9 Other employee benefitsPrograms $706,908 · Management $99,946$806,854
IX-10 Payroll taxesPrograms $467,911 · Management $66,155$534,066
IX-11a Management feesManagement $806,163$806,163
IX-11b Legal feesManagement $13,612$13,612
IX-11c Accounting feesManagement $64,570$64,570
IX-11g Other fees for servicesPrograms $1,517,785 · Management $502,280$2,020,065
IX-12 Advertising and promotionManagement $79,457$79,457
IX-13 Office expensesPrograms $3,461 · Management $25,546$29,007
IX-14 Information technologyManagement $222,711$222,711
IX-16 OccupancyPrograms $991,803 · Management $11,479$1,003,282
IX-17 TravelPrograms $308 · Management $57,527$57,835
IX-19 Conferences, conventions and meetingsPrograms $1,462 · Management $13,529$14,991
IX-20 InterestPrograms $341,315 · Management $5,016$346,331
IX-22 Depreciation, depletion and amortizationPrograms $590,017 · Management $9,981$599,998
IX-23 InsurancePrograms $373,378 · Management $28,749$402,127
IX-24 Other expenses (24a–d)Programs $1,876,782$1,876,782
IX-24e All other expensesPrograms $70,741 · Management $266,439$337,180
IX-25 Total functional expensesPrograms $12,629,364 · Management $3,111,899 · Fundraising $0$15,741,263
Part X · Balance sheet $10,817,792 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $3,342,807$1,708,601
X-2 Savings and temporary cash investmentsStart of year $17,535$17,535
X-4 Accounts receivableStart of year $2,184,281$1,046,181
X-9 Prepaid expenses and deferred chargesStart of year $162,240$179,046
X-10c Land, buildings and equipment, netStart of year $8,091,383$7,564,844
X-15 Other assetsStart of year $183,402$301,585
X-16 Total assetsStart of year $13,981,648$10,817,792
X-17 Accounts payable and accrued expensesStart of year $2,738,914$1,648,707
X-20 Tax-exempt bond liabilitiesStart of year $1,530,757$1,236,597
X-25 Other liabilitiesStart of year $259,159$0
X-26 Total liabilitiesStart of year $12,115,850$8,390,097
X-27 Net assets without donor restrictionsStart of year $1,865,798$2,427,695
X-32 Total net assets or fund balancesStart of year $1,865,798$2,427,695
X-33 Total liabilities and net assetsStart of year $13,981,648$10,817,792
Part XI · Reconciliation of net assets $2,427,695 net assets at year end
XI-1 Total revenue$16,303,160
XI-2 Total expenses$15,741,263
XI-3 Revenue less expenses$561,897
XI-4 Net assets at start of year$1,865,798
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,427,695

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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