Nonprofit · EIN 80-0015864
LEGACY SENIOR SERVICES
Tax-exempt · MINNETONKA, MN 55345
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,238,738 | $13,045,970 | $192,768 | $9,846,663 | $7,566,093 | $2,280,570 |
| December 31, 2023 | 990 | $16,279,907 | $16,617,860 | -$337,953 | $10,431,343 | $8,341,601 | $2,089,742 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $340,311
- of which government grants
- $252,098
- Program service revenue
- $12,895,691
- Investment income
- $2,736
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $15,103
- Compensation of officers, directors and key employees
- $31,200
- Other salaries and wages
- $5,995,611
- Salaries, compensation and benefits (total)
- $7,219,819
- Professional fundraising fees
- $0
- Legal fees
- $12,983
- Accounting fees
- $57,080
- Occupancy
- $720,170
- Travel
- $20,754
- Depreciation
- $518,510
- Program services (functional)
- $10,265,006
- Management and general (functional)
- $2,780,964
Balance sheet and other
- Total assets, start of year
- $10,431,343
- Total assets, end of year
- $9,846,663
- Total liabilities, end of year
- $7,566,093
- Net assets, end of year
- $2,280,570
- Land, buildings and equipment
- $7,119,783
- Net assets without donor restrictions
- $2,280,570
- Gross receipts
- $13,238,738
- Employees
- 244
- Volunteers
- 60
- Year formed
- 2001
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tina Moore | Director of Nursing Highest-paid employee | 40 | $104,179 | $2,321 |
| Eric Lund | President/Treasurer Trustee or director, Officer | 5 | $12,000 | $0 |
| Roger Green | Secretary Trustee or director, Officer | 5 | $4,800 | $0 |
| Joel Jensen | Director Trustee or director | 5 | $4,800 | $0 |
| Robert Beck | Director Trustee or director | 5 | $4,800 | $0 |
| Nadine Paitich | Director Trustee or director | 5 | $4,800 | $0 |
| Patrick Krejci | Administrator - LSS of Fra Officer | 40 | $0 | $0 |
| Dawn Eckert | Administrator - LSS of Fra Officer | 40 | $0 | $0 |
| Samantha Stocke | Administrator-LSS of Maryc Officer | 40 | $0 | $0 |
| Gifty Opare | Administrator-LSS of Maryc Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tina Moore | Director of Nursing Highest-paid employee | 40 | $106,870 | $10,169 |
| Hellen Omwenga | RN Highest-paid employee | 40 | $112,016 | $0 |
| Eric Lund | President/Treasurer Trustee or director, Officer | 5 | $12,000 | $0 |
| Roger Green | Secretary Trustee or director, Officer | 5 | $4,800 | $0 |
| Joel Jensen | Director Trustee or director | 5 | $4,800 | $0 |
| Robert Beck | Director Trustee or director | 5 | $4,800 | $0 |
| Nadine Paitich | Director Trustee or director | 5 | $4,800 | $0 |
| Patrick Krejci | Admin. - LSS of Frazee & Traverse Officer | 40 | $0 | $0 |
| Dawn Eckert | Administrator - LSS of Frazee Officer | 40 | $0 | $0 |
| Samantha Stocke | Administrator-LSS of Marycrest Officer | 40 | $0 | $0 |
| Gifty Opare | Administrator-LSS of Marycrest Officer | 40 | $0 | $0 |
| Samantha Gerland partial year | Administrator - Traverse Care Center Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14416 SPRING LAKE RD, MINNETONKA, MN 55345-2344
- In care of
- % AMBER ROGOTZKE
- Principal officer (990 for 2024)
- Eric Lunde, 14416 Spring Lake Road, Minnetonka, MN 55345
- Signed the 990
- Eric Lunde, President
- Phone
- (763) 537-5700
- Return prepared by
- Eide Bailly LLP
Mission
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.
Program accomplishments
- 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.Expenses $10,265,006 · grants $15,103 · revenue $12,895,691
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0015864
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $9,846,663
- Income (IRS master file)
- $13,238,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,238,738 | $13,045,970 | $9,846,663 | IRS |
| 990 | December 2023 | $16,279,907 | $16,617,860 | $10,431,343 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $16,303,160 | $15,741,263 | $10,817,792 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LEGACY SENIOR SERVICES
- What is the EIN of LEGACY SENIOR SERVICES?
- The employer identification number (EIN) of LEGACY SENIOR SERVICES is 80-0015864.
- Is LEGACY SENIOR SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LEGACY SENIOR SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY SENIOR SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY SENIOR SERVICES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY SENIOR SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEGACY SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 names Eric Lunde.
- Who are the officers and directors of LEGACY SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 lists 10 people; 6 received compensation from the organization, the highest $104,179 (Tina Moore, Director of Nursing).
- How much revenue does LEGACY SENIOR SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,238,738, expenses of $13,045,970 and total assets of $9,846,663 at year end.
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- CLINSURA INC EIN 27-1442271 · last filed 990 for 2024
- DIGNITY FOR THE AMPUTEE INTERNATIONAL EIN 84-3558157 · last filed 990 for 2025
- SILVER SPOON INTEGRATIVE HEALTH CENTER INC EIN 82-5263931 · last filed 990-N for 2025
- BREATHLOGIC INC EIN 90-0926484 · last filed 990-N for 2024
- WHOLISTIC HOPE EIN 86-1318967 · last filed 990-N for 2025