2025-07-18T15:23:15+00:00 2024-09-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-10-01 752411609 THE LEGACY SENIOR COMMUNITIES FOUNDATION LEGA 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 Melissa Orth President/CEO 9724686176 2025-07-18 true true Jeanette Verrelli P00742631 9727028262 2025-07-18 2023 2025-03-06 01:10:19Z MELISSA ORTH 8240 MANDERVILLE LANE DALLAS TX 75231 3032173 false X N/A X 1990 TX RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTE FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE. 17 16 0 17 0 0 5894680 1892014 0 0 2120979 1117057 84370 -357930 8100029 2651141 2284688 2234627 0 0 155625 182000 0 0 112786 149740 103242 2590053 2519869 5509976 131272 22285661 23239808 2498 181278 22283163 23058530 RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTES FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES. false false 2234627 2234627 0 DISTRIBUTIONS TO THE LEGACY SENIOR COMMUNITIES, INC., THE LEGACY WILLOW BEND, INC., THE LEGACY MIDTOWN PARK, INC., AND THE LEGACY AT HOME, FOR GENERAL SUPPORT OF ELDER CARE FACILITIES. 2234627 true true false false false false false false true true false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false true 11 0 true 0 false false false false false false false false false false false false X 17 16 false 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 MELISSA ORTH PRESIDENT/CEO 4.0 36.0 X X 0 719049 72076 SANDY KAUFMAN CHAIR 1.0 4.0 X X 0 0 0 Amy Korenvaes TRUSTEE 1.0 0.0 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 Cindy Spechler TRUSTEE 1.0 0.0 X 0 0 0 DAN PRESCOTT TRUSTEE 1.0 4.0 X 0 0 0 HELENE RUDBERG TRUSTEE 1.0 4.0 X 0 0 0 IRVING PRENGLER TRUSTEE 1.0 4.0 X 0 0 0 JACK BAUM TRUSTEE 1.0 4.0 X 0 0 0 JEFF RASANSKY TRUSTEE 1.0 4.0 X 0 0 0 Linda garner TRUSTEE 1.0 0.0 X 0 0 0 Nate Levine TRUSTEE 1.0 0.0 X 0 0 0 NEIL RUBINSTEIN TRUSTEE 1.0 4.0 X 0 0 0 Sandy Donsky TRUSTEE 1.0 0.0 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 MICHAEL KANE SECRETARY 1.0 4.0 X 0 0 0 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 ANDREA STATMAN SR DIRECTOR OF DEVELOPMENT 20.0 20.0 X 0 145343 2177 0 1120177 95932 0 false true false 0 455936 1436078 1892014 0 0 0 0 0 736562 736562 23102 23102 0 0 380495 0 380495 0 380495 380495 455936 381032 -381032 -381032 0 0 0 0 0 2651141 0 0 759127 2234627 2234627 182000 0 98747 83253 7544 0 7544 0 37114 0 37114 0 29533 0 0 29533 29051 29051 0 0 0 0 2519869 2234627 172456 112786 1109165 1512992 0 0 3372536 2443394 69167 73276 0 0 0 0 8110000 7990000 0 0 164122 36243 5500 5500 0 0 8600367 9955533 72925 72925 0 787379 1155445 22285661 23239808 2498 25734 0 0 0 0 0 0 0 0 0 155544 2498 181278 X 14499616 14515371 7783547 8543159 22283163 23058530 22285661 23239808 X 131272 1146547 -502452 X false true X true false X X X 3 THE LEGACY WILLOW BEND INC 202803956 9 true 648238 0 THE LEGACY AT HOME INC 272578115 9 true 110637 0 THE LEGACY MIDTOWN PARK INC 472890521 9 true 1475752 0 3 2234627 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3411444 678026 162399 3927071 1146563 1918325 443775 97219 3411444 1368850 -222287 1146563 1134595 234255 1368850 1081835 50000 2760 1134595 0.0 1.0 0.0 false false 0 0 0 0 0 0 0 0 0 0 0 0 5500 5500 0 0 0 0 0 0 INTERCOMPANY PAYABLES 155544 155544 Schedule D, Part IV, Line 1b Contributions Prior year beginning balance of the endowments was restated by an adjustment to the contribution line TO INCLUDE THE ECHAD ENDOWMENT FUND. THIS FUND HAS NOT BEEN INCLUDED IN THE SCHEDULE IN THE PAST, BUT IS A PERMANENTLY RESTRICTED ENDOWMENT HELD BY THE FOUNDATION TO SERVE ITS EXEMPT PURPOSE. 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 V, Line 4 Intended uses of endowment funds MONIES ARE TO BE USED TO SUPPORT ORGANIZATIONS ENGAGED IN PROVIDING CARE FOR THE AGED IN THE JEWISH COMMUNITY IN NORTH TEXAS, PRIMARILY THROUGH AFFILIATES OF THE LEGACY SENIOR COMMUNITIES, INC., A TEXAS NON-PROFIT CORPORATION. true THE LEGACY AT HOME 8240 MANDERVILLE LANE DALLAS TX 75231 272578115 501(C) (3) 110637 GRATEFUL HEARTS RESIDENT ASSISTANCE THE LEGACY WILLOW BEND INC 86101 OHIO DRIVE PLANO TX 75024 202803956 501(C) (3) 648238 GRATEFUL HEARTS RESIDENT ASSISTANCE THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 501(C) (3) 1475752 GRATEFUL HEARTS RESIDENT ASSISTANCE 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION HAS ESTABLISHED CRITERIA, LIMITS AND FORMAL PAPERWORK AND PROCEDURES FOR GRANT APPLICANTS. THE APPLICANTS ARE REVIEWED AND THE RECORDS ARE MAINTAINED AND APPLIED INTERNALLY. 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 TERRY PURCHAL CFO END: 5/2024 0 254895 0 400 0 490 0 7936 0 13743 0 277464 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. 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 TRUSTEES SHALL BE ELECTED COLLECTIVELY BY THE GOVERNING BOARD OF THE FOLLOWING NONPROFIT CORPORATIONS, THE LEGACY WILLOW BEND, INC., LEGACY MIDTOWN PARK, INC. AND LEGACY AT HOME, INC. WHO WILL ALL COLLECTIVELY ELECT A SIMPLE MAJORITY OF THE TRUSTEES. THE LEGACY SENIOR COMMUNITIES, INC. SHALL ELECT THE REMAINING TRUSTEES INCLUDING THE CHAIRMAN OF THE BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The sole member, THE LEGACY SENIOR COMMUNITIES, INC., ELECTS a portion of the TRUSTEES INCLUDING THE CHAIRMAN OF THE BOARD. 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 MAY DISCLOSE 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -500000; OTHER RECONCILING ITEM - -2452; FORM 990, PART V, LINE 2A THE SOLE MEMBER, LEGACY SENIOR COMMUNITIES INC, IS THE COMMON PAYMASTER AND ISSUES ALL W-2S OF THE FOUNDATION. HOWEVER, SALARIES EXPENSES ARE ALLOCATED TO THE FOUNDATION ON THE FUNCTIONAL EXPENSE SCHEDULE, SO WE HAVE REPORTED AN AMOUNT ON PART V, LINE 2A. 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 6101 OHIO DRIVE 100 PLANO TX 75204 272478115 HOME HEALTH TX 501(c)(3) 10 LSC true THE LEGACY WILLOW BEND INC 6101 OHIO DRIVE PLANO TX 75024 202803956 RETIREMENT CO TX 501(c)(3) 10 LSC true THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 RETIREMENT CO TX 501(c)(3) 10 LSC true false true false true false false false false false false false true false false false true false true true