2023-11-02T11:10:03-07:00 2022-12-31 990 2022-01-01 311679605 LEGACY HEALTHCARE SERVICES INC LEGA 9194245080 110 Horizon Dr Suite 310 Raleigh NC 27615 Gil Wilson CFO 9198612469 2023-08-23 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Jeff Ryan 110 Horizon Dr Suite 310 Raleigh NC 27615 131000981 0 X https://www.legacyinc.com/ X 1999 OH Improve the health of senior adults so they may live life the way they want to live it through: wellness, education, safety, rehabilitation, caring. 4 0 3025 0 0 0 0 0 129375945 131000981 0 0 0 0 129375945 131000981 0 0 0 0 95620729 104235995 0 0 0 14556104 15137319 110176833 119373314 19199112 11627667 130717949 127970994 11277858 10046171 119440091 117924823 Improve the health of senior adults so they may live life the way they want to live it through: wellness, education, safety, rehabilitation, caring. 0 0 103354030 131000981 Legacy Healthcare Services provides physical therapy, occupational therapy, speech language pathology, and wellness services to the geriatric population in assisted living, independent living, continuing care retirement, and memory care communities across the United States. Legacy's corporate office is located in Raleigh, North Carolina. The company also provides services at skilled nursing facilities and in numerous Medicare-certified out-patient clinics under contract arrangement. Legacy's therapeutic techniques and programs incorporate principles of rehabilitation and healthy aging while emphasizing home and community independence. The services provided are both rehabilitative and preventative with a strong component of health and fitness education. Legacy also offers a variety of clinical programs aimed at ensuring that the seniors that are served are provided with every opportunity to live their best life. Legacy's model incorporates the concept that an on-site therapy clinic based in assisted and independent living communities will benefit the residents of those communities. By creating an environment of familiarity and trust, the company's therapists are well-positioned to identify subtle changes in independence. Left unaddressed, these changes may be the tipping point for reduced mobility, advancing isolation, and premature aging. 0 0 0 103354030 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 0 1 0 0 0 1 315 0 1 3025 1 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X LEGACY HEALTHCARE SERVICES INC 9194245080 110 Horizon Dr Suite 310 Raleigh NC 27615 Jeff Ryan CEO 40 X X 375386 0 9429 John Murta Board Member 2.0 38 X 0 338374 6739 Gil Wilson CFO and Treasurer 40 X X 304206 0 9178 Geoff Windley Senior VP of Business Development 40 0 X 265580 0 9989 Melissa Hale COO 40 X 263696 0 4546 Jeff Fink Senior VP of HR and Administration 40 X 248837 0 4546 Beth Niemann Regional VP of Business Development 40 0 X 226383 0 9178 Charles Hale CIO 40 0 X 222388 0 2864 Joseph Sardoni Regional VP of Business Development 40 0 X 200511 0 3035 Lynette Kentgen VP of Operations 40 0 X 173173 0 4546 Adam Schambach Director of Revenue Cycle 40 0 X 167537 0 9429 Wendi Kanuch Regional VP of Business Development 40 0 X 153515 0 8905 E Anthony Woods Chair 2 38 X 0 0 0 2601212 338374 82384 73 0 1 0 Advantix 1202 Richardson Dr Ste 200 Richardson TX 75080 Telecommunication Vendor Management 757015 Net Health Systems Inc 40 24th Street Pittsburgh PA 15222 Software Provider 735245 Alinea Group Inc 803 E Bradley Rd Milwaukee WI 53217 Software Provider 390684 Roth Staffing Companies LP 450 N College Blvd Orange CA 92686 Contract Staffing 287832 Artcraft Promotional Concepts 1270 Glen Avenue Moorestown NJ 08057 Marketing Material 206442 8 0 Medicare and Medicaid 623990 90419094 90419094 0 0 Medicare Managed Care 623990 33298544 33298544 0 0 Contract Revenue 623990 6261000 6261000 0 0 Self-pay 623990 1022343 1022343 0 0 0 0 0 0 131000981 0 0 0 0 0 0 0 0 0 131000981 131000981 0 0 X 1680094 0 1680094 90999804 85256190 5743614 36466 33545 2921 4360361 4011094 349267 7159270 6585809 573461 122791 122791 330890 42214 288676 247589 247589 1581687 1322109 259578 1912482 1912482 4231481 4064172 167309 912042 594376 317666 301337 188228 113109 -488690 -488690 3032678 3032678 293127 293127 Therapy supplies 985585 985556 29 Professional service fees 890561 0 890561 Employee communication expense 113353 79862 33491 Regulatory fees 230566 100 230466 439840 190775 249065 119373314 103354030 16019284 0 6157874 3710901 20347455 23565344 2088291 199804 471755 206308 271251 265447 101265582 98321582 587496 1907916 130717949 127970994 11277858 9552781 493390 11277858 10046171 X 0 0 0 0 119440091 117924823 119440091 117924823 130717949 127970994 X 11627667 0 0 0 0 -13142935 X X 0 1 X 1 0 X 55724613 49781627 116198379 129375945 131000981 482081545 55724613 49781627 116198379 129375945 131000981 482081545 482081545 23613 12936 33632 0 0 70181 23613 12936 33632 0 0 70181 55748226 49794563 116232011 129375945 131000981 482151726 X 0 0 0 0 0 0 0 0 25603 6932 18671 0 182198 105846 76352 0 263954 93530 170424 265447 0 Lease Liabilities 493390 493390 131000981 0 0 0 0 0 131000981 0 0 0 131000981 119373314 0 0 0 0 0 119373314 0 0 0 119373314 0 0 0 1 0 0 0 0 0 John Murta Board Member 0 269183 0 65000 0 4191 0 0 0 6739 0 345113 Jeff Ryan CEO 276066 0 99320 0 0 0 0 0 9429 0 384815 0 E Anthony Woods Chair 0 0 0 0 0 0 0 0 0 0 0 0 Gil Wilson CFO and Treasurer 231907 0 65780 0 6519 0 0 0 9178 0 313384 0 Melissa Hale COO 206539 0 57157 0 0 0 0 0 4546 0 268242 0 Jeff Fink Senior VP of HR and Administration 184510 0 53111 0 11216 0 0 0 4546 0 253383 0 Charles Hale CIO 172773 0 49615 0 0 0 0 0 2864 0 225252 0 Geoff Windley Senior VP of Business Development 210969 0 54611 0 0 0 0 0 9989 0 275569 0 Lynette Kentgen VP of Operations 146078 0 27095 0 0 0 0 0 4546 0 177719 0 Adam Schambach Director of Revenue Cycle 146448 0 21089 0 0 0 0 0 9429 0 176966 0 Wendi Kanuch Regional VP of Business Development 82211 0 71304 0 0 0 0 0 8905 0 162420 0 Joseph Sardoni Regional VP of Business Development 92500 0 108011 0 0 0 0 0 3035 0 203546 0 Beth Niemann Regional VP of Business Development 105000 0 121383 0 0 0 0 0 9178 0 235561 0 Schedule J, Part I, Line 5 Incentive compensation for the Regional VPs of Business Development are commissions based on earned revenues. Schedule J, Part II Schedule J, Part II - Bonus and incentive compensation for Legacy Healthcare Services employees includes amounts paid under annual incentive plans which are linked to the achievement of company performance targets and personal goals. Form 990, Part VI, Section A, Line 2 E. Anthony Woods and John Murta serve on the board of directors of Deaconess Health Care Services Co ("DHCS"), which is the sole member of Legacy Healthcare Services Inc ("LHS"). E. Anthony Woods also serves on the board of Deaconess Associations Inc ("DAI"), which is the sole member of DHCS. The IRS has determined both DHCS and DAI are public charities described in section 501(c)(3). Charles Hale and Melissa Hale are spouses. Form 990, Part VI, Section A, Line 6 The Deaconess Associations Inc ("DAI"), an Ohio nonprofit corporation, through its wholly-owned subsidiary the Deaconess Health Care Services Co ("DHCS") entered into a transaction pursuant to which DHCS purchased all of the outstanding capital stock of Legacy Healthcare Services Inc as of November 9, 2018 and the Deaconess Associations Inc, acting through DHCS, has deemed that it is in the best interests of Legacy Healthcare Services Inc to change and convert from an Ohio for profit corporation into an Ohio nonprofit corporation. Form 990, Part VI, Section A, Line 7a The Deaconess Health Care Services Co ("DHCS") is the sole member of Legacy Healthcare Services Inc ("LHS"). Pursuant to LHS's amended and restated code of regulations, DHCS has the power to elect the directors of LHS. Form 990, Part VI, Section A, Line 7b The Deaconess Health Care Services Co ("DHCS") is the sole member of Legacy Healthcare Services Inc ("LHS"). Pursuant to LHS's amended and restated code of regulations, DHCS has the power to elect the directors of LHS; the power to remove any director at any time; may amend, repeal or restate the corporation's articles of incorporation and code of regulations; and, if deemed advisable by DHCS, the corporation may be dissolved pursuant to the applicable provisions of the nonprofit corporation laws of the state of Ohio. Form 990, Part VI, Section B, Line 11b Copies of LHS's 990 are provided to all LHS board members for review prior to filing. Form 990, Part VI, Section B, Line 12c Each manager, officer, director, and board member is given a copy of the conflict of interest policy to review and are required to sign a certification to disclose affiliations or interests which could appear to cause a conflict of interest. The certifications are reviewed and updated on an annual basis. Form 990, Part VI, Section B, Line 15 The board performs a market assessment and reviews and approves compensation for the CEO. A market assessment is performed by the Senior VP of HR and Administration for other officers and highest compensated employees. Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part IX, Line 20 IRS related interest was expensed in 2020 and subsequently refunded in 2022 Form 990, Part XI, Line 9 Equity transfers to tax exempt sole member organization Form 990, Part XII, Line 2c The Deaconess Associations Inc audit committee reviews internal and external audits of Legacy Healthcare Services. 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