2024-10-25T10:27:27-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-01-01 411760448 LYNGBLOMSTEN SERVICES INC LYNG 6516462941 1415 ALMOND AVE ST PAUL MN 55108 TODD FLIFLET CFO 6516462941 2024-10-24 1 0 JUSTIN HARTERT P02236744 5074467100 2024-10-07 2023 2024-10-15 13:58:12Z JEFF HEINECKE 1415 ALMOND AVE ST PAUL MN 55108 6097621 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. 13 12 0 102 0 0 882401 3068063 979526 2784343 588 36554 431046 149505 2293561 6038465 0 0 0 0 1448243 2838377 0 0 0 502596 4002099 1950839 6840476 342722 -802011 45544567 66190789 37823987 59272220 7720580 6918569 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 663206 0 215378 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 THE OPENING OF LYNGBLOMSTEN AT LINO LAKES, SOME PROGRAMMING WAS EXPANDED TO RESIDENTS OF THIS NEW CAMPUS AND TO THOSE LIVING IN THEIR OWN HOMES IN THE LINO LAKES AREA. A TOTAL OF 581 PERSONS WERE SERVED IN 2023 THROUGH LYNGBLOMSTEN COMMUNITY SERVICES. TWO HUNDRED OF THEM RECEIVED CAREGIVER/MEMORY LOSS SUPPORT, INCLUDING THROUGH: MEMORY LOSS CAREGIVER SUPPORT GROUPS; EDUCATIONAL PROGRAMMING; REFERRAL TO RESOURCES; AND THE GATHERING, A GROUP RESPITE PROGRAM FOR PERSONS LIVING WITH MEMORY LOSS. WHILE MOST PROGRAMMING IN 2023 WAS OFFERED IN-PERSON, A FEW PROGRAMS CONTINUED TO BE OFFERED VIRTUALLY. STAFF FOCUSED ON EDUCATING THE WIDER COMMUNITY WITH SEVERAL PRESENTATIONS ON TOPICS RELATED TO MEMORY LOSS AND OLDER ADULTS, INCLUDING THE HEALTHY BRAIN AND 10 SIGNS OF DEMENTIA. OTHER OFFERINGS INCLUDED EVIDENCE-BASED WELLNESS CLASSES, SUCH AS LIVING WELL WITH CHRONIC CONDITIONS AND A MATTER OF BALANCE, IN PARTNERSHIP WITH THE FAITH COMMUNITY NURSE NETWORK OF THE GREATER TWIN CITIES. 2806536 0 1621121 IN THE SUMMER OF 2023, CONSTRUCTION OF LYNGBLOMSTEN AT LINO LAKES, THE SECOND LYNGBLOMSTEN CAMPUS, WAS COMPLETED. NEW RESIDENTS BEGAN MOVING INTO THE MAIN BUILDING IN JULY. IT IS A MARKET-RATE CONTINUUM OF CARE CAMPUS CONSISTING OF FOUR HOUSING OPTIONS FOR OLDER ADULTS: RENTAL TOWNHOMES, INDEPENDENT LIVING APARTMENTS, ASSISTED LIVING APARTMENTS, AND MEMORY CARE SUITES. ONE HUNDRED-FIFTEEN OLDER ADULTS WERE SERVED IN 2023. UNDER ITS ASSISTED LIVING WITH MEMORY CARE LICENSE, LYNGBLOMSTEN AT LINO LAKES PROVIDES RESIDENTS WITH ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ADLS)SUCH AS MEDICATION MANAGEMENT AND HOMECARE SERVICESTHROUGH LYNGBLOMSTEN HOME HEALTH SERVICES. RESIDENTS MAY ALSO CONTRACT WITH AN AGENCY OF THEIR CHOICE. A VARIETY OF AMENITIES AND OPPORTUNITIES FOR PROGRAMING AND SOCIAL ACTIVITIES ARE AVAILABLE, WHICH ARE COORDINATED BY THE STAFF OF LYNGBLOMSTEN AT LINO LAKES, LYNGBLOMSTEN COMMUNITY SERVICES, AND LYNGBLOMSTEN'S LIFELONG LEARNING AND THE ARTS DEPARTMENT. INVOLVED MANAGEMENT AND STAFF PROMOTE THE FEELING OF A CARING FAMILY.LYNGBLOMSTEN AT LINO LAKES, INC., IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 1144670 0 947844 LYNGBLOMSTEN HOME HEALTH SERVICES PROVIDED IN-HOME HEALTH AND ASSISTED LIVING SERVICES TO 177 PERSONS LIVING IN LYNGBLOMSTEN HOUSING ON BOTH CAMPUSES IN 2023. COMPANION CAREAN AFFORDABLE SERVICE TO HELP LYNGBLOMSTEN HOUSING RESIDENTS CONTINUE LIVING IN THEIR OWN APARTMENTSWAS AVAILABLE TO PROVIDE COMFORT, SECURITY, AND COMPANIONSHIP FOR RESIDENTS DURING THEIR MOST STRESSFUL TIMES OF THE DAY. COLLABORATION AND WELL-COORDINATED SERVICE WITH LYNGBLOMSTEN'S TRANSITIONAL CARE UNIT (TCU) AT THE LYNGBLOMSTEN CARE CENTER HELPS RESIDENTS USING THE SERVICES OF THE TCU TRANSITION SMOOTHLY BACK TO THEIR HOMES. LYNGBLOMSTEN SERVICES, INC., IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 4614412 1 1 0 0 0 0 0 0 1 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 23 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 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 6.00 34.00 X X 0 293425 45659 KIM DONAT DIRECTOR 1.00 3.00 X 0 0 0 DEBRA GEORGE CHAIR 1.00 5.00 X X 0 0 0 REV IVY HUSTON VICE CHAIR 1.00 5.00 X X 0 0 0 DR MARK KNUDSON TREASURER 1.00 5.00 X X 0 0 0 DIANA ROCKSTAD SECRETARY 1.00 5.00 X X 0 0 0 REV MARTIN ERICSON THRU MAY 2023 SECRETARY 1.00 5.00 X X 0 0 0 AMY KORZENOWSKI DIRECTOR 1.00 3.00 X 0 0 0 PAULETTE OLSON DIRECTOR 1.00 3.00 X 0 0 0 PETER POLGA DIRECTOR 1.00 3.00 X 0 0 0 DR MICHAEL LOVETT DIRECTOR 1.00 3.00 X 0 0 0 JOAN BRANDT DIRECTOR 1.00 3.00 X 0 0 0 JUSTIN BRYANT DIRECTOR 1.00 3.00 X 0 0 0 MARY HAUCK DIRECTOR 1.00 3.00 X 0 0 0 BRADLEY J JACOBSON THRU JUNE 23 CFO 2.00 38.00 X 0 118534 22015 TODD FLIFLET CFO (AS OF JUNE 2023) 2.00 38.00 X 0 166408 46268 0 578367 113942 0 0 1 0 0 2636490 431573 3068063 RESIDENT RENTAL INCOME 621610 1621121 1621121 HOME HEALTH VISITS 621610 947844 947844 HCBS REVENUE 621610 215378 215378 2784343 36554 36554 77932 59156 18776 18776 CAFE REVENUE 900099 67506 67506 AMENITIES REVENUE 900099 42103 42103 MEAL REVENUE 900099 21120 21120 130729 6038465 2784343 0 186059 2226182 1859137 367045 35807 29903 5904 415335 346856 68479 161053 134499 26554 15803 15803 92918 92918 240836 48844 191992 81326 81326 288541 169024 119517 67476 67476 152860 151369 1491 261 261 2355 2355 838163 68 838095 1473999 1473999 51508 51508 ADMINISTRATIVE COSTS 291579 291579 MEAL EXPENSES 270434 270434 REPAIRS/MAINTENANCE 62353 59512 2841 MISCELLANEOUS EXPENSE 31932 31932 39755 18998 20757 6840476 4614412 2226064 0 283088 1265910 335704 98823 556206 1178 52486 63535243 1504612 44817065 62030631 8709 2285556 45544567 66190789 8491027 423989 2271000 28675898 56204233 657062 372998 37823987 59272220 X 7677107 6855060 43473 63509 7720580 6918569 45544567 66190789 -802011 0 X X 0 1 X 1 0 X 4609493 907882 3801104 882401 3068063 13268943 930457 1059323 1007598 979526 2784343 6761247 5539950 1967205 4808702 1861927 5852406 20030190 0 0 0 20030190 588 36554 37142 588 36554 37142 142962 77591 82789 475209 208661 987212 5682912 2044796 4891491 2337724 6097621 21054544 0.95130 0.94500 0.00180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TAX INCREMENT OTHER REVENUE TRIP REVENUE GIFT SHOP REVENUE COFFEE SHOP REVENUE CAFE REVENUE AMENITIES REVENUE MEAL REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3970541 3970541 53878124 1207646 52670478 5676171 296966 5379205 10407 10407 62030631 DUE TO RELATED PARTY 223600 CAPITAL LEASE OBLIGATIONS 20174 INTEREST PAYABLE 129224 372998 X PART IV, LINE 2B: THE CORPORATION IS THE TRUSTEE OF VARIOUS TENANT FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THESE FUNDS. THESE FUNDS ARE ON DEPOSIT IN SEPARATE BANK ACCOUNTS AND INVESTMENTS. 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 274307 0 7901 0 11217 0 11978 0 33681 0 339084 0 0 TODD FLIFLET CFO (AS OF JUNE 2023) 0 155931 0 6014 0 4463 0 6966 0 39302 0 212676 0 0 LINE 1, PART III 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 IN CONJUNCTION WITH THE OPENING OF THE LYNGBLOMSTEN AT LINO LAKES SENIOR LIVING CAMPUS, STAFF MADE PLANS TO EXPAND THE REACH OF COMMUNITY SERVICES AND OFFER PROGRAMMING TO MORE PEOPLE LIVING IN THE NORTHEAST METRO. THESE PLANS INCLUDED ADDING A SESSION OF THE MEMORY LOSS CAREGIVERS SUPPORT GROUP, WHICH BEGAN IN FALL 2023 AT THE LINO LAKES CAMPUS. IN ADDITION, STAFF PREPARED TO OFFER A NEW SESSION OF THE GATHERING (MEMORY LOSS ENRICHMENT AND RESPITE PROGRAM) TO BEGIN IN EARLY 2024 AT THE LINO LAKES CAMPUS. A NEW TOPIC IN THE OLDER ADULT MINISTRY FORUM SERIES, EQUIPPING CONGREGATIONS TO RESPOND TO THE MALTREATMENT OF VULNERABLE ADULTS, WAS INTRODUCED. FORM 990, PART III, LINE 3 THE TRANSITION OF THE DEPARTMENT NAME FROM "2ND HALF WITH LYNGBLOMSTEN" TO "LYNGBLOMSTEN COMMUNITY SERVICES" WAS COMPLETED. LYNGBLOMSTEN COMMUNITY SERVICES OFFERED MORE IN-PERSON PROGRAMMING THAN THE YEAR PRIOR. IN ADDITION, IT DISCONTINUED OFFERING THE PEARLS (PROGRAM TO ENCOURAGE ACTIVE, REWARDING LIVES) AND REACH (RESOURCES FOR ENHANCING ALZHEIMER'S CAREGIVER HEALTH) PROGRAMS. IN 2023, CONSTRUCTION WAS COMPLETED FOR LYNGBLOMSTEN'S NEW SENIOR LIVING CAMPUS IN LINO LAKES, MINNESOTA. RESIDENTS OF THE TOWNHOMES BEGAN MOVING IN IN THE WINTER, AND RESIDENTS OF THE MAIN BUILDING STARTED MOVING IN IN THE SUMMER. LYNGBLOMSTEN HOME HEALTH SERVICES PREPARED FOR AND LAUNCHED OPERATIONS FOR SERVING ASSISTED LIVING AND MEMORY CARE RESIDENTS ON THE LINO LAKES CAMPUS. TO GIVE NURSING STAFF MORE TIME TO FOCUS ON DIRECT CLIENT CARE ON BOTH CAMPUSES, A NUMBER OF IMPROVEMENTS WERE MADE THROUGHOUT THE YEAR TO HOME HEALTH PROCESSES AND PROCEDURESINCLUDING MEDICATION MANAGEMENT, HEALTH SERVICE ASSESSMENTS, AND ADMINISTRATIVE OPERATIONS. 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 THE FALL OF 2022. 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 SENIOR HOUSING FACILITY MN 3341976 65222830 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