2023-11-02T11:22:06-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 411760448 LYNGBLOMSTEN SERVICES INC LYNG 6516462941 1415 ALMOND AVE ST PAUL MN 55108 TODD FLIFLET CFO 6516462941 2023-11-01 1 TODD FLIFLET 999009999 1 MACKENZIE MCNAUGHTON P02025805 6123764500 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF HEINECKE 1415 ALMOND AVE ST PAUL MN 55108 2337724 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1993 MN INFLUENCED BY CHRIST, LYNGBLOMSTEN PROVIDES A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS IN ORDER TO PRESERVE AND ENHANCE THEIR QUALITY OF LIFE. 11 10 0 104 0 0 3801104 882401 1007598 979526 0 588 61629 431046 4870331 2293561 0 0 0 0 1372806 1448243 0 0 0 300353 502596 1673159 1950839 3197172 342722 10432701 45544567 3054843 37823987 7377858 7720580 X INFLUENCED BY CHRIST, LYNGBLOMSTEN PROVIDES A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS IN ORDER TO PRESERVE AND ENHANCE THEIR QUALITY OF LIFE. 1 1 1410722 979526 2ND HALF WITH LYNGBLOMSTEN COMMUNITY SERVICES PROVIDES RESOURCES AND OPPORTUNITIES FOR OLDER ADULTS TO ENHANCE THEIR QUALITY OF LIFE AND HELP THEM REMAIN AS INDEPENDENT AS POSSIBLE FOR AS LONG AS POSSIBLE. WITH A SPECIALTY IN MEMORY LOSS PROGRAMMING AND CAREGIVER SUPPORT, LYNGBLOMSTEN COMMUNITY SERVICES FULLY IMPLEMENTED ITS REVISED PROGRAMMING MODEL, WHICH CENTERS ON FOUR FOCUS AREAS: MEMORY LOSS ENRICHMENT PROGRAMMING, SUPPORT FOR INFORMAL FAMILY CAREGIVERS, WELLNESS OPPORTUNITIES AND EDUCATION, AND RESOURCES TO CHURCHES. A TOTAL OF 689 PERSONS WERE SERVED IN 2022 THROUGH LYNGBLOMSTEN COMMUNITY SERVICES. ONE HUNDRED FIFTY-THREE OF THEM RECEIVED CAREGIVER/MEMORY LOSS SUPPORT, INCLUDING THROUGH: MEMORY LOSS CAREGIVER SUPPORT GROUPS; ONE-ON-ONE CAREGIVER COACHING; EDUCATIONAL PROGRAMMING; REFERRAL TO RESOURCES; AND THE GATHERING, A GROUP RESPITE PROGRAM FOR PERSONS LIVING WITH MEMORY LOSS. WHILE MOST PROGRAMMING IN 2022 WAS OFFERED IN-PERSON, A FEW PROGRAMS CONTINUED TO OFFER VIRTUAL OPTIONS. LYNGBLOMSTEN SERVICES, INC., IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. LYNGBLOMSTEN AT LINO LAKES IS A CONTINUUM-OF-CARE SENIOR LIVING COMMUNITY BEING BUILT IN LINO LAKES, MINNESOTA. OWNED AND MANAGED BY LYNGBLOMSTEN, THE NEW COMMUNITY WILL PROVIDE A VARIETY OF HOUSING OPTIONS TO OLDER ADULTS, INCLUDING 20 DETACHED RENTAL TOWNHOMES, 96 INDEPENDENT LIVING APARTMENTS, 36 ASSISTED LIVING APARTMENTS, AND 17 MEMORY CARE UNITS. THESE WILL BE BOLSTERED BY AN ARRAY OF CAMPUS AMENITIES, INCLUDING A WELLNESS CENTER (WITH A WARM WATER POOL), CHAPEL, DINING OPTIONS (RESTAURANT, PUB, AND CAFE), THEATER, OUTDOOR COURTYARDS AND WALKING TRAILS, COMMUNITY GARDEN, PICKLEBALL COURT, AND MORE. MORE INFORMATION IS AVAILABLE AT WWW.MYLINOLAKESHOME.COM. 1410722 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X TODD FLIFLET 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 JEFF HEINECKE PRESIDENT & CEO 32.50 7.50 X X 0 274983 48438 KIM DONAT CHAIR 1.00 5.00 X X 0 0 0 DEBRA GEORGE VICE CHAIR 1.00 4.00 X X 0 0 0 DR MARK KNUDSON TREASURER 1.00 4.00 X X 0 0 0 DAVID CHRISTIANSON MAY 22 TREASURER 1.00 4.00 X X 0 0 0 REV MARTIN ERICSON SECRETARY 1.00 4.00 X X 0 0 0 REV IVY HUSTON DIRECTOR 1.00 2.00 X 0 0 0 AMY KORZENOWSKI DIRECTOR 1.00 2.00 X 0 0 0 GRETCHEN LABELLE MAY 22 DIRECTOR 1.00 2.00 X 0 0 0 DR MICHAEL LOVETT DIRECTOR 1.00 2.00 X 0 0 0 PAULETTE OLSON DIRECTOR 1.00 2.00 X 0 0 0 JOHN PECK MAY 22 DIRECTOR 1.00 2.00 X 0 0 0 PETER POLGA DIRECTOR 1.00 2.00 X 0 0 0 ELAINE PRICKEL DECEMBER 22 DIRECTOR 1.00 2.00 X 0 0 0 DIANA ROCKSTAD DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL SANTORO MAY 22 DIRECTOR 1.00 2.00 X 0 0 0 TRUPTI STORLIE MAY 22 DIRECTOR 1.00 2.00 X 0 0 0 BRADLEY J JACOBSON JUNE 22 CFO 35.00 5.00 X 0 166739 50367 0 441722 98805 0 0 1 0 0 882401 882401 HOME HEALTH VISITS 621610 779772 779772 HCBS REVENUE 621610 199754 199754 979526 588 588 69725 44163 25562 25562 TAX INCREMENT 900099 344000 344000 CAFE REVENUE 900099 61484 61484 405484 2293561 979526 0 431634 1104159 970921 133238 25049 23299 1750 237274 220560 16714 81761 71797 9964 14705 14705 8497 8497 84659 19659 65000 42503 42503 82920 22617 60303 890 30 860 3158 3158 8572 8572 979 979 ADMINISTRATIVE COSTS 183030 183030 MEAL EXPENSES 72288 72288 MEMBERSHIP DUES 395 395 1950839 1410722 540117 0 157480 283088 130116 335704 93080 98823 1091 1178 44909281 92216 9974778 44817065 76156 8709 10432701 45544567 689609 8491027 2205217 28675898 160017 657062 3054843 37823987 X 7312195 7677107 65663 43473 7377858 7720580 10432701 45544567 342722 0 X X 0 1 X 1 0 X 707724 4609493 907882 3801104 882401 10908604 1070822 930457 1059323 1007598 979526 5047726 1778546 5539950 1967205 4808702 1861927 15956330 0 0 0 15956330 50 588 638 50 588 638 149093 142962 77591 82789 475209 927644 1927689 5682912 2044796 4891491 2337724 16884612 0.94500 0.95250 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GIFT SHOP REVENUE COFFEE SHOP REVENUE TRIP REVENUE CAFE REVENUE OTHER REVENUE TAX INCREMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3970541 3970541 26813 24899 1914 111203 67317 43886 40800724 40800724 44817065 DUE TO RELATED PARTY 331861 CAPITAL LEASE OBLIGATIONS 201 RESERVATION DEPOSIT 235000 ENTRANCE DEPOSITS 90000 657062 X PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. 0 0 0 0 0 0 0 0 0 JEFF HEINECKE PRESIDENT & CEO 0 261805 0 5116 0 8062 0 11297 0 37141 0 323421 0 0 BRADLEY J JACOBSON JUNE 22 CFO 0 161519 0 5220 0 0 0 7112 0 43255 0 217106 0 0 LINE 1, PART 3 LYNGBLOMSTEN CARE CENTER, INC. PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. LYNGBLOMSTEN SERVICES, INC. THEN REIMBURSES LYNGBLOMSTEN CARE CENTER, INC. FOR ALL SALARIES AND BENEFIT EXPENSES. LYNGBLOMSTEN CARE CENTER, INC. USES THE FOLLOWING WHEN DETERMINING COMPENSATION FOR OFFICERS AND EMPLOYEES: (1) COMPENSATION COMMITTEE, (2) INDEPENDENT COMPENSATION CONSULTANT, (3) COMPENSATION SURVEY OR STUDY, AND (4) APPROVAL BY BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. FORM 990, PART III, LINE 2 A NEW LYNGBLOMSTEN COMMUNITY SERVICES' PROGRAM, THE MEMORY COLLECTIVE, WAS LAUNCHED IN 2022. THIS EIGHT-WEEK ONLINE ENRICHMENT CLASS IS FOR OLDER ADULTS WHO ARE LIVING WITH MILD COGNITIVE IMPAIRMENT OR ARE EXPERIENCING EARLY SKILL CHANGES WITH MEMORY, LANGUAGE, VISUAL PERCEPTION, OR PROCESSING. CENTERED AROUND A THEME, WEEKLY SESSIONS FEATURE PRESENTATIONS, DISCUSSIONS, AND SHARING, WITH THE SERIES CULMINATING WITH AN IN-PERSON OUTING FOR THE FINAL WEEK. PARTICIPANTS MAY INVITE A GUEST TO JOIN THE GROUP, WHICH IS FACILITATED BY LYNGBLOMSTEN STAFF. FORM 990, PART III, LINE 3 LYNGBLOMSTEN COMMUNITY SERVICES CEASED OFFERING SEVERAL ONLINE PROGRAMS AND BEGAN OFFERING MORE IN-PERSON PROGRAMMING THAN THE YEAR PRIOR. THE DEVELOPMENT OF ONE-ON-ONE COACHING OPPORTUNITIES FOR OLDER ADULTS AND CAREGIVERS CONTINUED. AN ADDITIONAL STAFF MEMBER RECEIVED CERTIFICATION TO BE A CAREGIVER CONSULTANT THROUGH THE MINNESOTA BOARD OF AGING, AND ANOTHER STAFF MEMBER RECEIVED CERTIFICATION TO BE A PEARLS (PROGRAM TO ENCOURAGE ACTIVE, REWARDING LIVES) COACH. THE PEARLS PROGRAM PROVIDES SUPPORT AND RESOURCES TO OLDER ADULTS EXPERIENCING DEPRESSION OR LOW MOOD. A ROOM FOR CONSULTATIONS WAS FURNISHED ON THE COMO PARK CAMPUS TO MAKE THESE SESSIONS COMFORTABLE AND PRIVATE. IN 2022, BUILDING PLANS WERE REVISED FOR LYNGBLOMSTEN'S NEW SENIOR LIVING CAMPUS IN LINO LAKES, MINNESOTA, TO INCORPORATE EVEN MORE AMENITIES. CONSTRUCTION PROGRESSED AT A STEADY PACE. MARKETING AND AWARENESS EFFORTS WERE EXPANDED, AND BY THE END OF 2022, 25% OF THE TOWNHOMES AND 44% OF THE INDEPENDENT LIVING APARTMENTS HAD BEEN RESERVED. LYNGBLOMSTEN HOME HEALTH SERVICES CONTINUED TO ADAPT ITS PROGRAMMING AND SERVICES FOR TENANTS AT THE HERITAGE APARTMENTS TO ALIGN WITH THE ASSISTED LIVING LAW THAT TOOK EFFECT IN MINNESOTA IN 2021. IT ALSO CONTINUED TO SERVE TENANTS AT THE LYNGBLOMSTEN APARTMENTS UNDER ITS COMPREHENSIVE HOME CARE LICENSE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIR, VICE CHAIR, TREASURER, AND SECRETARY OF THE BOARD ALONG WITH PRESIDENT/CEO OF THE CORPORATION. ALL ITEMS APPROVED BY THE EXECUTIVE COMMITTEE ARE REAFFIRMED BY THE FULL BOARD AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS OF LYNGBLOMSTEN ARE THE MEMBERS OF LYNGBLOMSTEN SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE CONGREGATIONS SEND DELEGATES TO THE LYNGBLOMSTEN ANNUAL MEETING, WHO, AS MEMBERS OF LYNGBLOMSTEN, ELECT THE LYNGBLOMSTEN BOARD. THE LYNGBLOMSTEN BOARD OF DIRECTORS SERVE AS THE MEMBERS OF LYNGBLOMSTEN SERVICES, INC. AND RATIFY THEMSELVES TO ALSO BE THE BOARD OF DIRECTORS FOR LYNGBLOMSTEN SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE BYLAWS OR ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO, AND CONTROLLER REVIEW THE DOCUMENT, WHICH IS EMAILED TO THE FINANCE COMMITTEE OF THE BOARD PRIOR TO THEIR MEETING FOR REVIEW AND COMMENT. THE BOARD RECEIVES THE DOCUMENT PRIOR TO THEIR BOARD MEETING BY EMAIL. PAPER COPIES ARE AVAILABLE AT THE BOARD MEETING FOR FURTHER DISCUSSION AND BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AN UPDATED CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. THIS POLICY IS MONITORED BY THE CORPORATE COMPLIANCE OFFICER AND IF ANY CONFLICTS OF INTERESTS EXIST THAT INDIVIDUAL IS EXCLUDED FROM PARTICIPATION AND VOTING ON RELATED TRANSACTIONS. UPON COMPLETION OF THE CONFLICT OF INTEREST STATEMENTS, THE RESULTS/CONFLICTS ARE REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD AND RECORDED IN THEIR MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE LYNGBLOMSTEN BOARD'S EXECTURIVE COMMITTE REVIEWS AND SETS THE CEO'S COMPENSATION ANNUALLY AND PERFORMS A COMPENSATION STUDY PERIODICALLY, LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 99, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. LYNBLOMSTEN AT LINO LAKES LLC 1415 ALMOND AVENUE ST PAUL MN 55108 842900370 PLANNED SENIOR HOUSING FACILITY MN 344588 45111892 LYNGBLOMSTEN SERVICES INC LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVENUE ST PAUL MN 55108 411310487 NURSING CARE TO ELDERLY MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 LYNGBLOMSTEN APARTMENTS INC 1415 ALMOND AVENUE ST PAUL MN 55108 411327121 LOW INCOME SENIOR HOUSING MN 501(C)3 LINE 10 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 HERITAGE APARTMENTS INC 1440 MIDWAY PARKWAY ST PAUL MN 55108 411913420 MARKET RATE SENIOR HOUSING, ASSISTED LIVING SERVIES MN 501(C)3 LINE 10 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVENUE ST PAUL MN 55108 363371887 FUNDRAISING FOR LYNGBLOMSTEN MN 501(C)3 LINE 7 LYNGBLOMSTEN 0 LYNGBLOMSTEN 1415 ALMOND AVENUE ST PAUL MN 55108 410693865 MANAGEMENT OVERSIGHT SERVICES TO ALL LYNGBLOMSTEN ORGANIZATIONS MN 501(C)3 LINE 10 N/A 0 LYNGBLOMSTEN SENIOR HOUSING INC 1415 ALMOND AVENUE ST PAUL MN 55108 411913422 MANAGEMENT OVERSIGHT SERVICES TO LYNGBLOMSTEN APTS & HERITAGE APTS MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0