2024-10-25T12:02:42-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-01-01 363371887 LYNGBLOMSTEN FOUNDATION LYNG 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 TODD FLIFLET CFO 6516462941 2024-10-24 1 0 JUSTIN HARTERT P02236744 5074467100 2024-09-26 2023 2024-10-15 13:58:12Z JEFF HEINECKE 1415 ALMOND AVENUE ST PAUL MN 55108 8239702 0 X WWW.LYNGBLOMSTEN.ORG X 1985 MN TO RAISE FUNDS TO SUPPORT THE MISSION OF LYNGBLOMSTEN. 13 12 0 12 0 0 3891912 3290315 0 0 295233 460644 -19272 -15993 4167873 3734966 1078033 1504672 0 0 153377 183202 0 0 165328 212286 228217 1443696 1916091 2724177 1818875 11734472 14104814 108290 184680 11626182 13920134 X THE LYNGBLOMSTEN FOUNDATION RAISES FUNDS TO SUPPORT THE MISSION OF LYNGBLOMSTEN: 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 1571996 1504672 0 IN 2023, THE LYNGBLOMSTEN FOUNDATION RECEIVED $1,072,686 IN CONTRIBUTIONS FOR LYNGBLOMSTEN PROGRAMS AND SERVICES. THIS AMOUNT INCLUDED A SUBSTANTIAL DISTRIBUTION FROM AN ESTATE GIFT OF A LONGTIME DONOR AND VOLUNTEER.THE LYNGBLOMSTEN FOUNDATION AWARDED THE ANNA QUALE FERGSTAD AWARD FOR DISTINGUISHED SERVICE TO MARTIN TOLLEFSON, WHO HAS SHARED HIS TIME AND TREASURE WITH LYNGBLOMSTEN FOR DECADES.FUNDRAISERS IN 2023 INCLUDED THE LYNGBLOMSTEN FOUNDATION'S ANNUAL GALA AND LIGHTS OF LYNGBLOMSTEN YEAR-END CAMPAIGN. IN 2023, THE LYNGBLOMSTEN FOUNDATION DISTRIBUTED $1,571,995 TO LYNGBLOMSTEN PROGRAMS, THE TOP THREE OF WHICH WERE COMMUNITY SERVICES (26%), THE GOOD SAMARITAN FUND (25%), AND LYNGBLOMSTEN AT LINO LAKES (19%). 1571996 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 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 6516325311 1415 ALMOND AVENUE ST PAUL MN 55108 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 REV MARTIN ERICSON SECRETARY (THRU MAY 2023) 1.00 5.00 X X 0 0 0 DIANA ROCKSTAD SECRETARY 1.00 5.00 X X 0 0 0 DR MARK KNUDSON TREASURER 1.00 5.00 X X 0 0 0 AMY KORZENOWSKI DIRECTOR 1.00 3.00 X 0 0 0 DR MICHAEL LOVETT DIRECTOR 1.00 3.00 X 0 0 0 JEFF HEINECKE PRESIDENT & CEO 6.00 34.00 X X 0 293425 45659 JOAN BRANDT DIRECTOR 1.00 3.00 X 0 0 0 JUSTIN BRYANT DIRECTOR 1.00 3.00 X 0 0 0 KIM DONAT DIRECTOR 1.00 3.00 X 0 0 0 MARY HAUCK 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 BRADLEY J JACOBSON CFO (THRU MAY 2023) 3.00 37.00 X 0 118534 22015 TODD FLIFLET CFO 3.00 37.00 X 0 166408 46268 0 578367 113942 0 0 1 0 0 75786 2149054 34626 1030849 565938 3290315 493357 493357 4456030 4488743 -32713 -32713 -32713 0 75786 15993 -15993 -15993 3734966 0 0 444651 1504672 1504672 148028 33015 115013 4993 853 4140 19335 1391 17944 10846 2460 8386 25035 25035 29810 29810 54463 54463 16296 3246 13050 1391 65 1326 6161 6161 935 935 1747 1747 LYNGBLOMSTEN CARE CENTE 39486 39486 ADMINISTRATION COSTS 25220 25220 LYNGBLOMSTEN APARTMENTS 14008 14008 LYNGBLOMSTEN AT LINO LA 6215 6215 7450 1454 527 5469 1916091 1571996 178767 165328 119751 1175771 100272 101968 15000 47000 34626 12363 13054 10484 6319 0 4165 11487086 12728230 11734472 14104814 22952 29285 85338 155395 108290 184680 X 9534002 11726990 2092180 2193144 11626182 13920134 11734472 14104814 1818875 475077 0 X 0 1 X 1 0 X 2137977 947368 3662325 3891912 3290315 13929897 2137977 947368 3662325 3891912 3290315 13929897 1648942 12280955 281470 239189 306139 360782 493357 1680937 15610834 0.78670 0.81410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4168249 400 393442 210789 4351302 4630389 500 -280826 181814 4168249 4370088 400 432643 172742 4630389 4203132 200 367542 200786 4370088 4020472 200 608485 426025 4203132 0.41843 0.34075 0.24082 0 0 10484 6319 4165 4165 CHARITABLE GIFT ANNUITY 54322 DUE TO RELATED PARTY 101073 155395 X PART V, LINE 4: THE INVESTMENT EARNINGS ON THE FUNDS DONATED AND HELD ARE SPENT ACCORDINGLY TO THE DONOR'S DIRECTION. PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE CODES. THE FOUNDATION 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 ACTIVITITES THAT ARE SUBJECT TO TAX ON UNREALATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. SPRING GALA 75786 75786 8087 650 7256 75786 75786 8087 650 7256 15993 -15993 1 LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVENUE ST PAUL MN 55108 411310487 501(C)(3) 192251 0 N/A N/A PURCHASE OF CAPITAL IMPROVEMENTS AND EQUIPMENT. LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVENUE ST PAUL MN 55108 411760448 501(C)(3) 1015412 0 N/A N/A SUPPORT FOR COMMUNITY HOME BASED SERVICES TO THE ELDERLY. LYNGBLOMSTEN AT LINO LAKES 1415 ALMOND AVENUE ST PAUL MN 55108 842903370 501(C)(3) 297009 0 N/A N/A GENERAL SUPPORT 3 0 PART I, LINE 2: LYNGBLOMSTEN FOUNDATION MAKES INTERCOMPANY TRANSFERS TO RELATED ORGANIZATIONS. ALL RELATED ORGANIZATIONS ARE UNDER COMMON MANAGEMENT WHO REGULARLY MONITORS THE USE OF THESE FUNDS THROUGH THE INTERNAL FINANCIAL REPORTING PROCESS. 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 0 155931 0 6014 0 4463 0 6966 0 39302 0 212676 0 0 PART I, LINE 3 LYNGBLOMSTEN CARE CENTER, INC. PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. LYNGBLOMSTEN FOUNDATION 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. X 4 565938 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART III, LINE 2 PLANNING BEGAN FOR A CAPITAL CAMPAIGN THAT WILL FUND THE RESTORATION AND IMPROVEMENT OF THE CENTRAL COURTYARD ON LYNGBLOMSTEN'S COMO PARK CAMPUS. THE LYNGBLOMSTEN FOUNDATION PRESENTED TWO FREE ESTATE PLANNING WORKSHOPS TO HELP DONORS, RESIDENTS, AND OTHERS TO PLAN FOR THEIR FINANCIAL FUTURES. THE LYNGBLOMSTEN FOUNDATION RECEIVED A NEW GRANT FROM THE BROOKDALE FOUNDATION TO HELP FUND THE EXPANSION OF THE GATHERING TO SERVE THOSE LIVING IN AND AROUND LINO LAKES, MINNESOTA. FORM 990, PART III, LINE 3 THE TIMING OF TWO ANNUAL EVENTS COORDINATED BY THE LYNGBLOMSTEN FOUNDATION WAS ADJUSTED. THE PRESIDENT'S LUNCHEON, WHICH WAS TRADITIONALLY HELD IN THE FALL, WAS MOVED TO THE SPRING. THE GALA, WHICH WAS TRADITIONALLY HELD IN THE SPRING, WAS MOVED TO THE FALL. FUNDRAISING APPEALS WERE MORE CONSISTENT THAN IN YEARS PAST, WITH QUARTERLY THEMED APPEALS. DONOR RECOGNITION WALLS WERE INSTALLED AT THE LYNGBLOMSTEN COMO PARK AND LINO LAKES CAMPUSES. 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 THE LYNGBLOMSTEN FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF LYNGBLOMSTEN ARE THE MEMBERS OF THE LYNGBLOMSTEN FOUNDATION AND ELECT THE LYNGBLOMSTEN FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BYLAWS AND ARTICLES OF INCORPORATION REQUIRE APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO, AND CONTROLLER REVIEW THE DOCUMENT, THE COPY IS EMAILED TO THE FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND COMMENT. THE BOARD RECEIVES THE COPY OF THE DOCUMENT PRIOR TO THEIR BOARD MEETING BY EMAIL OR POSTING TO THEIR INTERNAL WEBSITE. PAPER COPIES ARE AVAILABLE AT THE BOARD MEETING FOR FURTHER DISCUSSION AND BOARD APPROVAL. THE IRS VERSION OF THE 990 IS NOT PUBLISHED TO RESPECT THE DONORS' REQUESTS TO KEEP THEIR NAMES CONFIDENTIAL OR ANONYMOUS. 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 EXECUTIVE COMMITTEE REVIEWS AND SETS THE CEO'S COMPENSATION ANNUALLY AND PERFORMS A COMPENSATION STUDY PERIODCIALLY, LAST COMPLETED FALL 2022. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVE ST PAUL MN 55108 411310487 NURSING CARE TO ELDERLY MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 LYNGBLOMSTEN APARTMENTS INC 1455 ALMOND AVE ST PAUL MN 55108 411327121 LOW INCOME SENIOR HOUSING MN 501(C)3 LINE 10 LYNGBLOMSTENLYNGBLOMSTEN SENIOR HOUSING INC 0 HERITAGE APARTMENTS INC 1440 MIDWAY PARKWAY ST PAUL MN 55108 411913420 SENIOR HOUSING AND ASSISTED LIVING SERVICES. MN 501(C)3 LINE 10 LYNGBLOMSTENLYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVE ST PAUL MN 55108 411760448 SENIOR CENTER, COMMUNITY SERVICES, HOME HEALTH MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 LYNGBLOMSTEN 1415 ALMOND AVE 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 AVE ST PAUL MN 55108 411913422 MANAGEMENT OVERSIGHT SERVICES TO LYNGBLOMSTEN APTS & HERITAGE APTS MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1