Legacy Senior Services FY2023 filing

Tax-deductible

Minnetonka, MN501(c)(3)Since 2001Health CareEIN 80-0015864Revenue $16.3M in FY2023

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.
79¢ of each $1 spent went to programs.
$250K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$250K
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
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8.3M
80% of total assets
Worth a look: liabilities are 80% 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
-0.1% vs prior year
Spent
$16.6M
To programs
79%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$16.3M
FY2023-0.1%
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
$16.6M
FY2023▲ +6%
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
$2.1M
FY2023▼ -14%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 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

79 cents of each dollar spent went to programs.

Program services 79% · $13.1M Management & general 21% · $3.5M

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

12 people listed on the 990; $250K paid to officers and key staff.

Part VII, Section A · reportable compensation
$112,016Pt VII · Sec A
Director of Nursing
$106,870Pt VII · Sec A
President/Treasurer
$12,000Pt VII · Sec A
Director
$4,800Pt VII · Sec A
$4,800Pt VII · Sec A
Director
$4,800Pt VII · Sec A
Secretary
$4,800Pt VII · Sec A
Administrator-Lss of Marycrest
$0Pt 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.

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Provided by the organization

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1 program · $13.1M · in their own filed words · FY2023
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.

$13.1Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$16.3M
Ln 12
Fees for servicesLn 2g$15.8M
Gifts and grantsLn 1h$441K
Investment incomeLn 3$3K
Money outPt IX
$16.6M
Ln 25
Programscol B$13.1M
Managementcol C$3.5M
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$10.4M
LiabilitiesLn 26$8.3M
PeoplePt VI, VII
12
listed · VII A
PaidVII A7
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$441K
Government grantsLn 1e$414K
Fees for servicesLn 2g$15.8M
Investment incomeLn 3$3K
Total revenueLn 12$16.3M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$18K
Cash and savings togetherLn 1–2$1.1M
Land, buildings, equipmentLn 10c$7.2M
Other assetsLn 15$616K
Total assetsLn 16$10.4M
LiabilitiesLn 26$8.3M
Net assetsLn 32$2.1M
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 FY23End FY23
Cash and savingsLn 1–2$1.7M$1.1M
Land, buildings, equipmentLn 10c$7.6M$7.2M
Total assetsLn 16$10.8M$10.4M
LiabilitiesLn 26$8.4M$8.3M
Net assetsLn 32$2.4M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$7K$7K
Pay of current officers, directors and key staffLn 5$31K$31K
Other salaries and wagesLn 7$7.3M$6.3M$1.1M
Pension plan contributionsLn 8$21K$18K$3K
Other employee benefitsLn 9$840K$723K$117K
Payroll taxesLn 10$599K$517K$83K
Management feesLn 11a$850K$850K
Legal feesLn 11b$68K$68K
Accounting feesLn 11c$114K$114K
Other fees for servicesLn 11g$1.6M$1.2M$429K
Advertising and promotionLn 12$89K$89K
Office expensesLn 13$490K$357K$133K
Information technologyLn 14$241K$241K
OccupancyLn 16$1.0M$1.0M$8K
TravelLn 17$91K$669$90K
Conferences, conventions and meetingsLn 19$16K$6K$11K
InterestLn 20$319K$312K$7K
Depreciation, depletion and amortizationLn 22$576K$567K$9K
InsuranceLn 23$376K$350K$27K
Other expenses (24a–d)Ln 24$1.7M$1.7M
All other expensesLn 24e$160K$51K$109K
Total functional expensesLn 25$16.6M$13.1M$3.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.2M$13.0M$193K$2.3M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $16,279,907 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,361,351$441,009
I-9 Program service revenuePrior year $14,926,223$15,836,371
I-10 Investment incomePrior year $711$2,527
I-11 Other revenuePrior year $14,875$0
I-12 Total revenuePrior year $16,303,160$16,279,907
I-13 Grants and similar amounts paidPrior year $12,070$7,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,855,082$8,838,823
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,874,111$7,772,037
I-18 Total expensesPrior year $15,741,263$16,617,860
I-19 Revenue less expensesPrior year $561,897−$337,953
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 $16,279,907 across 6 lines filed
VIII-1e Government grants$414,184
VIII-1f All other contributions, gifts and grants$26,825
VIII-1h Total contributions, gifts and grants$441,009
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,825,226 · Unrelated business $11,145$15,836,371
VIII-3 Investment incomeExcluded from tax $2,527$2,527
VIII-12 Total revenueRelated to mission $15,825,226 · Unrelated business $11,145 · Excluded from tax $2,527$16,279,907
Part IX · Statement of functional expenses $16,617,860 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $7,000$7,000
IX-5 Pay of current officers, directors and key staffManagement $31,200$31,200
IX-7 Other salaries and wagesPrograms $6,275,311 · Management $1,071,961$7,347,272
IX-8 Pension plan contributionsPrograms $18,215 · Management $2,914$21,129
IX-9 Other employee benefitsPrograms $723,173 · Management $116,822$839,995
IX-10 Payroll taxesPrograms $516,579 · Management $82,648$599,227
IX-11a Management feesManagement $849,707$849,707
IX-11b Legal feesManagement $68,162$68,162
IX-11c Accounting feesManagement $113,652$113,652
IX-11g Other fees for servicesPrograms $1,207,976 · Management $429,137$1,637,113
IX-12 Advertising and promotionManagement $89,006$89,006
IX-13 Office expensesPrograms $356,546 · Management $133,388$489,934
IX-14 Information technologyManagement $241,186$241,186
IX-16 OccupancyPrograms $1,027,828 · Management $7,818$1,035,646
IX-17 TravelPrograms $669 · Management $90,423$91,092
IX-19 Conferences, conventions and meetingsPrograms $5,522 · Management $10,918$16,440
IX-20 InterestPrograms $311,778 · Management $6,984$318,762
IX-22 Depreciation, depletion and amortizationPrograms $566,533 · Management $9,439$575,972
IX-23 InsurancePrograms $349,711 · Management $26,596$376,307
IX-24 Other expenses (24a–d)Programs $1,708,647$1,708,647
IX-24e All other expensesPrograms $51,252 · Management $109,159$160,411
IX-25 Total functional expensesPrograms $13,126,740 · Management $3,491,120 · Fundraising $0$16,617,860
Part X · Balance sheet $10,431,343 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,708,601$1,066,068
X-2 Savings and temporary cash investmentsStart of year $17,535$17,915
X-4 Accounts receivableStart of year $1,046,181$1,207,689
X-9 Prepaid expenses and deferred chargesStart of year $179,046$307,460
X-10c Land, buildings and equipment, netStart of year $7,564,844$7,216,403
X-15 Other assetsStart of year $301,585$615,808
X-16 Total assetsStart of year $10,817,792$10,431,343
X-17 Accounts payable and accrued expensesStart of year $1,648,707$1,346,137
X-19 Deferred revenue$316,352
X-20 Tax-exempt bond liabilitiesStart of year $1,236,597$742,352
X-26 Total liabilitiesStart of year $8,390,097$8,341,601
X-27 Net assets without donor restrictionsStart of year $2,427,695$2,089,742
X-32 Total net assets or fund balancesStart of year $2,427,695$2,089,742
X-33 Total liabilities and net assetsStart of year $10,817,792$10,431,343
Part XI · Reconciliation of net assets $2,089,742 net assets at year end
XI-1 Total revenue$16,279,907
XI-2 Total expenses$16,617,860
XI-3 Revenue less expenses−$337,953
XI-4 Net assets at start of year$2,427,695
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,089,742

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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