2025-07-18T15:47:52+00:00 2024-09-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-10-01 202803956 THE LEGACY WILLOW BEND INC LEGA 9724686171 6101 Ohio Drive Plano TX 75024 Melissa Orth CFO 9724686171 2025-07-18 true true Jeanette Verrelli P00742631 9727028262 2025-07-18 2023 2025-03-06 01:10:19Z MELISSA ORTH 6101 Ohio Drive Plano TX 75024 26567229 false X THELEGACYSENIORCOMMUNITIES.ORG/LEGACYWILLOW X 2005 TX THE LWB EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING HIGHEST STANDARDS. 33 32 424 11 0 0 3575747 648239 22455503 23759314 1202028 650027 1021806 1509649 28255084 26567229 0 0 0 0 14199030 14747510 0 0 0 13217738 14415513 27416768 29163023 838316 -2595794 74065326 76161946 101450632 104597664 -27385306 -28435718 THE LEGACY WILLOW BEND 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. false false 24156052 25268963 1. OPERATED AN INDEPENDENT LIVING FACILITY FOR THE BENEFIT OF ITS INDEPENDENT LIVING RESIDENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR AN INDEPENDENT LIVING FACILITY, INCLUDING DINING, LIFESTYLE, HOUSEKEEPING AND MAINTENANCE SERVICES. 2. OPERATED AN ASSISTED LIVING AND MEMORY SUPPORT FACILITY FOR THE BENEFIT OF ITS RESIDENTS, INCLUDING DINING, LIFESTYLE, NURSING, HOUSEKEEPING AND MAINTENANCE SERVICES. 3. OPERATED A NURSING FACILITY FOR THE BENEFIT OF ITS PATIENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR A NURSING FACILITY, INCLUDING DINING, LIFESTYLE, REHABILITATION, HOUSEKEEPING AND MAINTENANCE SERVICES. 24156052 true true false false false false false true false true false false false true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true false false false true 90 0 true 424 true false false false false false false false false false false false false X 33 32 true false false false true true true 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 0 719049 72076 MICHAEL KANE Secretary 1.0 4.0 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 3.0 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 3.0 X 0 0 0 JEFF RASANSKY TRUSTEE 1.0 4.0 X 0 0 0 JERRY RASANSKY TRUSTEE 1.0 3.0 X 0 0 0 JOSH SKORA TRUSTEE 2.0 6.0 X 0 0 0 LIZ LIENER TRUSTEE 1.0 3.0 X 0 0 0 MICHAEL BECKER TRUSTEE 1.0 3.0 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 3.0 X 0 0 0 NEIL RUBINSTEIN TRUSTEE 1.0 4.0 X 0 0 0 PAUL GENENDER TRUSTEE 1.0 3.0 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 LAURA LEVY EXECUTIVE DIRECTOR LWB 39.0 1.0 X 0 190260 13342 SCOTT SNORTON CFO START: 7/2024 5.0 35.0 X 0 0 0 TERRY PURCHAL CFO END: 5/2024 5.0 35.0 X 0 255785 21679 ALYSSA ADAM CMO 10.0 30.0 X 0 184124 27680 BRIDGETTE WALSHE COO 10.0 30.0 X 0 226522 3398 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 10.0 30.0 X 0 144394 10413 LAKEESHA JENKINS DIRECTOR NURSING 40.0 0.0 X 137971 0 2076 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 20.0 20.0 X 0 146548 22669 MATT GEERS SENIOR DIRECTOR OF IT 10.0 30.0 X 0 148208 14183 RENEE ANDERSON SENIOR DIRECTOR OF HR 10.0 30.0 X 0 165778 4915 137971 2180668 192431 7 false true false TECHSCAPE 9800 BROCKBANK DRIVE DALLAS TX 75220 LANDSCAPE CARE 261533 AVS TECHNOLOGY 140J COMMERCE WAY TOTOWA NJ 07512 SECURITY 206239 HBR TECHNOLOGIES (CO MERIPLEX SOLUTIONS LLC) 10111 RICHMOND AVE SUITE 500 HOUSTON TX 77042 IT SUPPORT 141690 MR AC HEATING & COOLING LLC 5016 EASTCREEK DR ARLINGTON TX 76018 HVAC SERVICES 138943 TEXAS AIR SYSTEMS LLC 6029 CAMPUS CIRCLE DRIVE W SUITE 100 IRVING TX 75063 HVAC SERVICES 138014 5 648239 648239 PATIENT SERVICE REVENUE 623990 23759314 23759314 0 0 0 0 23759314 485550 485550 0 0 164477 0 164477 0 164477 164477 AMORTIZATION OF NONREFUNDABLE ENTRANCE F 900099 1247257 1247257 SUNDRY INCOME 900099 262392 262392 0 0 0 0 1509649 26567229 25268963 0 650027 12550956 10924543 1626413 153011 133183 19828 1097349 955149 142200 946194 823582 122612 1200225 1200225 107179 107179 91146 91146 0 0 0 32614 32614 965902 840736 125166 0 466922 406416 60506 447627 389621 58006 175099 152409 22690 0 0 0 1929832 1679755 250077 21606 18806 2800 0 0 0 113860 99105 14755 1785804 1554391 231413 0 0 0 3025957 2633839 392118 633819 551686 82133 FOOD 1703341 1482614 220727 REPAIRS & MAINTENANCE 905896 788506 117390 MEDICAL SUPPLIES 514589 447906 66683 BAD DEBT EXPENSE 137522 137522 156573 136283 20290 0 29163023 24156052 5006971 0 4067078 1452183 4417460 5745860 0 0 985756 1260215 0 0 0 0 0 0 54674 2808 298184 235722 90496787 38219639 51392143 52277148 11383732 13638219 0 0 1466299 1549791 74065326 76161946 1039465 1748958 0 0 0 0 44360991 43472926 145400 123270 0 0 0 0 55904776 59252510 101450632 104597664 X -27385306 -28435718 0 -27385306 -28435718 74065326 76161946 -2595794 1545382 0 X false true X true false X 3771271 3181304 1726268 3575747 648239 12902829 16673554 14689450 19109154 22455503 23759314 96686975 0 0 0 20444825 17870754 20835422 26031250 24407553 109589804 412360 670331 661291 595677 648239 2987898 0 0 0 0 0 0 412360 670331 661291 595677 648239 2987898 106601906 391541 202384 260871 376067 485550 1716413 0 391541 202384 260871 376067 485550 1716413 0 967344 1325777 1244178 1021806 1509649 6068754 21803710 19398915 22340471 27429123 26402752 117374971 0.9082 0.9123 0.01 0.0157 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - SUNDRY INCOME, COLUMN A - 223395.0, COLUMN B - 448562.0, COLUMN C - 305360.0, COLUMN D - 157498.0, COLUMN E - 262392.0, COLUMN F - 1397207.0; DESCRIPTION - AMORTIZATION OF NONREFUNDABLE, COLUMN A - 743949.0, COLUMN B - 877215.0, COLUMN C - 938818.0, COLUMN D - 864308.0, COLUMN E - 1247257.0, COLUMN F - 4671547.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 0 6941387 6941387 0 69021946 28604608 40417338 0 0 0 0 0 11340410 8012546 3327864 0 3193044 1602485 1590559 52277148 RESIDENT DEPOSITS 40960 RESIDENT DEPOSITS - REFUNDABLE 51793257 INTERCOMPANY PAYABLE 1258933 RESIDENT DEPOSITS - NONREFUNDABLE 6159360 59252510 27942475 1545382 -137522 1407860 26534615 32614 0 32614 26567229 28992887 0 0 28992887 32614 137522 170136 29163023 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. Schedule D, Part IV, Line 2b Explanation of escrow agreement THE ORGANIZAITON IS THE CUSTODIAN OF LIFEPLAN DEPOSIT FUNDS FOR CERTAIN RESIDENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 BAD DEBT EXPENSE - -137522 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements BAD DEBT EXPENSE - 137522 false true false false false false false false false MELISSA ORTH PRESIDENT/CEO 0 719049 0 0 0 0 0 58333 0 13743 0 791125 0 0 LAURA LEVY EXECUTIVE DIRECTOR LWB 0 189580 0 500 0 180 0 4842 0 8500 0 203602 0 0 TERRY PURCHAL CFO END: 5/2024 0 254895 0 400 0 490 0 7936 0 13743 0 277464 0 0 ALYSSA ADAM CMO 0 183624 0 500 0 0 0 6091 0 21589 0 211804 0 0 BRIDGETTE WALSHE COO 0 226122 0 400 0 0 0 3398 0 0 0 229920 0 0 RENEE ANDERSON SENIOR DIRECTOR OF HR 0 165136 0 500 0 142 0 4915 0 0 0 170693 0 0 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 0 145746 0 600 0 202 0 4738 0 17931 0 169217 0 0 MATT GEERS SENIOR DIRECTOR OF IT 0 147538 0 400 0 270 0 3770 0 10413 0 162391 0 0 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 0 144144 0 250 0 0 0 0 0 10413 0 154807 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation APPROVAL BY MANAGEMENT OR BOARD OF THE LEGACY SENIOR COMMUNITIES, INC. 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. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBM5 2016-08-04 760000 ADVANCE REFUNDING OF BONDS false false false B NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBR4 2016-08-04 1000000 ADVANCE REFUNDING OF BONDS false false false C NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBM5 2016-08-04 11620000 ADVANCE REFUNDING OF BONDS false false false D NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBN3 2016-08-04 775000 ADVANCE REFUNDING OF BONDS false false false A 760000 48617 20974 690409 2016 false true true true B 1000000 63969 27598 908433 2016 false true true true C 11620000 743323 320687 10555990 2016 false true true true D 775000 49576 21388 704036 2016 false true true true A false false false false 0.0 false false true B false false false false 0.0 false false true C false false false false 0.0 false false true D false false false false 0.0 false false true A false false false true false false false false true B false false false true false false false false true C false false false true false false false false true D false false false true false false false false true A true B true C true D true Schedule K, Part IV, Line 2c COLUMN A Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN C Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN D Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN A Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN C Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN D Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 Schedule K, Part IV, Line 2c COLUMN A Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE The calculation for computing no rebate due was performed on 04/21/2023 A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBP8 2016-08-04 795000 ADVANCE REFUNDING OF BONDS false false false B NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBQ6 2016-08-04 1000000 ADVANCE REFUNDING OF BONDS false false false C NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBU7 2016-08-04 3475000 ADVANCE REFUNDING OF BONDS false false false D NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBT0 2016-08-04 4615000 ADVANCE REFUNDING OF BONDS false false false A 795000 50856 21940 722204 2016 false true true true B 1000000 63969 27598 908433 2016 false true true true C 3475000 222293 95903 3156804 2016 false true true true D 4615000 295218 127364 4192418 2016 false true true true A false false false false 0.0 false false true B false false false false 0.0 false false true C false false false false 0.0 false false true D false false false false 0.0 false false true A false false false true false false false false true B false false false true false false false false true C false false false true false false false false false true D false false false true false false false false true A true B true C true D true A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE 472890521 64542UBS2 2016-08-04 16235000 ADVANCE REFUNDING OF BONDS false false false A 16235000 1038541 448051 14748408 2016 false true true true A false false false false 0.0 false false true A false false false true false false false false true A true 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 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS THE LEGACY SENIOR COMMUNITIES, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CHAIRPERSON AND THE PRESIDENT OF THE MEMBER, THE LEGACY SENIOR COMMUNITIES, INC., APPOINT ALL OF THE MEMBERS OF THE BOARD OF TRUSTEES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE EXERCISE OF THE FOLLOWING RESERVED POWERS SHALL REQUIRE THE CONSENT OF THE MEMBER: I. THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION FOR BORROWED MONEY FROM THIRD PARTIES. II. ANY MERGER, CONSOLIDATION, LIQUIDATION, DISSOLUTION OR SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. III. ANY ACQUISITION OR TRANSFER OF ANY INTEREST IN REAL PROPERTY BY THE CORPORATION. IV. ANY ACQUISITION OR TRANSFER OF ANY INTEREST IN PERSONAL PROPERTY OTHER THAN IN THE ORDINARY COURSE OF BUSINESS THE BOARD OF THE LEGACY WILLOW BEND OVERSEES THE GOVERNING OF THE ORGANIZATION AND REPORTS TO THE LEGACY SENIOR COMMUNITIES, INC BOARD WHICH HAS THE ULTIMATE CONTROL OVER GOVERNANCE. 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 THE 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 SENIOR COMMUNITIES INC 8240 MANDERVILLE LANE DALLAS TX 75231 030435268 MGMT SVCS TX 501(c)(3) Type III-FI NA false THE LEGACY AT HOME INC 61010 Ohio Drive 100 Plano TX 75024 272578115 HOME HEALTH TX 501(c)(3) 10 LSC true THE LEGACY SENIOR COMMUNITIES FOUNDATION 8240 MANDERVILLE LANE DALLAS TX 75231 752411609 SUPPORT FDTN 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 false false true false false false false false false false false false true true false true true true true