2025-07-18T15:20:43+00:00 2024-09-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-10-01 030435268 THE LEGACY SENIOR COMMUNITIES INC LEGA 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 Melissa Orth President/CEO 9724686176 2025-07-18 true Jeanette Verrelli P00742631 9727028262 2025-07-18 2023 2025-03-06 01:10:19Z MELISSA ORTH 8240 MANDERVILLE LANE DALLAS TX 75231 3338637 false X THELEGACYSENIORCOMMUNITIES.ORG X 2002 TX LSC EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS. 33 32 47 33 0 0 586067 0 2941250 3338573 4786 64 0 0 3532103 3338637 0 0 0 0 2228943 2762741 0 0 0 791683 734066 3020626 3496807 511477 -158170 944720 925122 447510 585256 497210 339866 THE LEGACY SENIOR COMMUNITIES, INC., EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE. THE LEGACY SENIOR COMMUNITIES, INC. DOES THIS BY PROVIDING DEVELOPMENT AND MANAGEMENT SERVICES TO ITS AFFILIATES. THOSE AFFILIATES PROVIDE SENIOR LIVING, HEALTHCARE SERVICES, AND SUPPORT TO THE JEWISH COMMUNITY AND TO PEOPLE OF ALL FAITHS IN NORTH TEXAS. false false 3137184 3338573 PROVIDE MANAGEMENT SERVICES TO THE LEGACY WILLOW BEND, INC. AND THE LEGACY MIDTOWN PARK, INC. (BOTH NONPROFIT CONTINUING CARE RETIREMENT COMMUNITIES) AND THE LEGACY AT HOME, INC. (A NONPROFIT HOME HEALTHCARE COMPANY). 3137184 true false false false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 19 0 true 47 true false false false false false false false false false false false false X 33 32 true false false false false false false true true false false true true true true true true true true false X Scott Snorton 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 IRVING PRENGLER CHAIR 1.0 4.0 X X 0 0 0 JACK BAUM VICE CHAIR 1.0 4.0 X X 0 0 0 MELISSA ORTH PRESIDENT/CEO 11.0 29.0 X X 719049 0 72076 MICHAEL KANE Secretary 1.0 0.0 X X 0 0 0 AARON HANDLER TRUSTEE 1.0 3.0 X 0 0 0 AMY JONES TRUSTEE 1.0 3.0 X 0 0 0 BRADLEY LAYE TRUSTEE 1.0 4.0 X 0 0 0 CAROL AARON TRUSTEE 1.0 4.0 X 0 0 0 CARY ROSSEL TRUSTEE 1.0 3.0 X 0 0 0 CHARMAINE LAMPERT TRUSTEE 1.0 3.0 X 0 0 0 CINDY MOSKOWITZ TRUSTEE 1.0 0.0 X 0 0 0 DAN PRESCOTT TRUSTEE 1.0 4.0 X 0 0 0 DOT HAYMANN TRUSTEE 1.0 3.0 X 0 0 0 DOUG FRENCH TRUSTEE 1.0 3.0 X 0 0 0 FRASER MARCUS TRUSTEE 1.0 3.0 X 0 0 0 HARLEY COHEN TRUSTEE 1.0 3.0 X 0 0 0 HELENE RUDBERG TRUSTEE 1.0 4.0 X 0 0 0 IGOR ALTERMAN TRUSTEE 1.0 0.0 X 0 0 0 JEFF RASANSKY TRUSTEE 1.0 4.0 X 0 0 0 JERRY RASANSKY TRUSTEE 1.0 0.0 X 0 0 0 JOSH SKORA TRUSTEE 2.0 0.0 X 0 0 0 LIZ LIENER TRUSTEE 1.0 3.0 X 0 0 0 MICHAEL BECKER TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL COHEN TRUSTEE 1.0 3.0 X 0 0 0 MIKE FRIEDMAN TRUSTEE 1.0 3.0 X 0 0 0 MIKE WEINBERG TRUSTEE 1.0 0.0 X 0 0 0 NEIL RUBINSTEIN TRUSTEE 1.0 4.0 X 0 0 0 PAUL GENENDER TRUSTEE 1.0 0.0 X 0 0 0 ROY GREENBERG TRUSTEE 1.0 3.0 X 0 0 0 SANDY KAUFMAN TRUSTEE 1.0 4.0 X 0 0 0 SHIRLEY DAVIDOFF TRUSTEE 1.0 3.0 X 0 0 0 STUART MORSE TRUSTEE 1.0 4.0 X 0 0 0 SUSIE CARP TRUSTEE 1.0 4.0 X 0 0 0 SCOTT SNORTON CFO START: 7/2024 20.0 20.0 X 0 0 0 TERRY PURCHAL CFO END: 5/2024 20.0 20.0 X 255785 0 21679 ALYSSA ADAM CMO 10.0 30.0 X 184124 0 27680 BRIDGETTE WALSHE COO 10.0 30.0 X 226522 0 3398 CHIP BROWNLEE EXECUTIVE DIRECTOR LMP 1.0 39.0 X 182900 0 16005 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 1.0 39.0 X 171312 0 2463 LAURA LEVY EXECUTIVE DIRECTOR LWB 1.0 39.0 X 190260 0 13342 ANDREA STATMAN SR DIRECTOR OF DEVELOPMENT 20.0 20.0 X 145343 0 2177 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 10.0 30.0 X 144394 0 10413 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 0.0 40.0 X 146548 0 22669 MATT GEERS SENIOR DIRECTOR OF IT 10.0 30.0 X 148208 0 14183 RENEE ANDERSON SENIOR DIRECTOR OF HR 10.0 30.0 X 165778 0 4915 2680223 0 211000 14 false true false FORVIS MAZARS LLP 14224 DALLAS PARKWAY SUITE 400 DALLAS TX 75254 ACCOUNTING 123310 1 0 MANAGEMENT FEES FROM RELATED ENTITIES 900099 3338573 3338573 0 0 0 0 3338573 64 64 0 0 0 0 0 0 0 0 0 3338637 3338573 0 64 2147377 2000965 146412 0 0 0 150839 140555 10284 102926 95908 7018 61666 57462 4204 299933 279483 20450 0 0 0 48242 0 48242 25880 0 25880 0 0 0 55952 0 55952 98954 92207 6747 0 61247 57071 4176 29626 27606 2020 69561 64818 4743 0 0 0 0 0 0 17653 16449 1204 0 0 0 45863 42736 3127 0 0 0 0 0 0 33011 30760 2251 74833 69731 5102 EMPLOYEE RELATIONS 67509 62906 4603 DUES AND LICENSES 58215 54246 3969 BANK CHARGES & OTHER FEES 26388 24589 1799 Supplies 9330 8694 636 11802 10998 804 0 3496807 3137184 359623 0 25069 48102 0 0 0 0 416027 416027 0 0 0 0 0 0 0 0 110631 61809 788381 674602 146940 113779 149643 53987 0 0 0 96410 231418 944720 925122 344363 347297 0 0 0 0 0 0 0 0 0 0 0 0 0 0 103147 237959 447510 585256 X 497210 339866 0 0 497210 339866 944720 925122 -158170 826 0 X false true X true false X X 3 THE LEGACY WILLOW BEND INC 202803956 9 true 0 1200225 THE LEGACY MIDTOWN PARK INC 472890521 9 true 0 1602006 THE LEGACY AT HOME INC 272578115 9 true 0 536342 3 0 3338573 true false false false false false false false false false false false false false false true true false X true true Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee ALL ENTITIES HAVE THE LEGACY SENIOR COMMUNITIES, INC. AS A SOLE MEMBER. THE CHAIRPERSON AND PRESIDENT OF THE MEMBER HAS THE POWER TO APPOINT THE OFFICERS, DIRECTORS OR TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities THE LEGACY SENIOR COMMUNITIES, INC. PROVIDES GENERAL OVERSIGHT OF MISSION AND PROGRAMS FOR EACH ORGANIZATION. ANY SIGNIFICANT CHANGE/ADDITION TO SUPPORTED ORGANIZATION PROGRAMS IS APPROVED BY THE LEGACY SENIOR COMMUNITIES, INC. BOARD. BOARD MEMBERS OF SUPPORTED ORGANIZATION BOARDS ARE APPOINTED BY THE CHAIRPERSON AND PRESIDENT OF THE LEGACY SENIOR COMMUNITIES, INC. 0 0 0 0 0 0 0 0 0 0 0 0 720768 666269 54499 0 67613 8333 59280 113779 INTERCOMPANY RECEIVABLES 222914 DEPOSITS 8504 231418 INTERCOMPANY PAYABLE 237959 237959 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X false true false false false false false false false MELISSA ORTH PRESIDENT/CEO 719049 0 0 0 0 0 58333 0 13743 0 791125 0 0 0 TERRY PURCHAL CFO END: 5/2024 254895 0 400 0 490 0 7936 0 13743 0 277464 0 0 0 ALYSSA ADAM CMO 183624 0 500 0 0 0 6091 0 21589 0 211804 0 0 0 CHIP BROWNLEE EXECUTIVE DIRECTOR LMP 182143 0 400 0 357 0 5592 0 10413 0 198905 0 0 0 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 170703 0 500 0 109 0 2463 0 0 0 173775 0 0 0 LAURA LEVY EXECUTIVE DIRECTOR LWB 189580 0 500 0 180 0 4842 0 8500 0 203602 0 0 0 BRIDGETTE WALSHE COO 226122 0 400 0 0 0 3398 0 0 0 229920 0 0 0 RENEE ANDERSON SENIOR DIRECTOR OF HR 165136 0 500 0 142 0 4915 0 0 0 170693 0 0 0 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 145746 0 600 0 202 0 4738 0 17931 0 169217 0 0 0 MATT GEERS SENIOR DIRECTOR OF IT 147538 0 400 0 270 0 3770 0 10413 0 162391 0 0 0 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 144144 0 250 0 0 0 0 0 10413 0 154807 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE 457(F) IS A DEFERRED COMPENSATION PLAN THAT ALLOWS LEGACY TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVE WITH A RETIREMENT BENEFIT. ALL CONTRIBUTIONS REMAIN AN ASSET OF THE COMPANY UNTIL DISTRIBUTED. MELISSA ORTH PARTICIPATES IN 457(F) PLAN and received $48,433 for calendar year 2023. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Carol Aaron & Doug French - Family relationship, Jeff Rasansky & Jerry Rasansky - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS REVIEWED BY MANAGEMENT, AN EXTERNAL TAX FIRM, THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE LEGACY SENIOR COMMUNITIES AND THE ORGANIZATION'S GOVERNING BOARD BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy MANAGEMENT MONITORS THE POLICY AND DISCLOSES POTENTIAL CONFLICTS TO THE AUDIT AND RISK MANAGEMENT COMMITTEE OF LEGACY SENIOR COMMUNITIES FOR EVALUATION AND RECOMMENDATION FOR ACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED ANNUALLY BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND ALSO BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WAS DETERMINED BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. TOP MANAGEMENT APPROVES THE COMPENSATION OF CERTAIN OFFICERS AND KEY EMPLOYEES. ALL COMPENSATION REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILE OR CONTRACT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE LEGACY WILLOW BEND INC 6101 OHIO DRIVE PLANO TX 75024 202803956 RETIREMENT CO TX 501(c)(3) 10 LSC true THE LEGACY SENIOR COMMUNITIES FOUNDATION 8240 MANDERVILLE LANE DALLAS TX 75231 752411609 RAISE FUND TX 501(c)(3) Type I LSC true THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 RETIREMENT CO TX 501(c)(3) 10 LSC true THE LEGACY AT HOME INC 6101 OHIO DRIVE 100 PLANO TX 75024 272578115 HOME HEALTH TX 501(c)(3) 10 LSC true false false false false false false false false false false false true false true true true true true true THE LEGACY WILLOW BEND INC L 1200225 FMV THE LEGACY AT HOME INC L 536342 FMV THE LEGACY MIDTOWN PARK INC L 1602006 FMV