2024-08-13T17:36:54-05:00 2023-09-30 Forvis Mazars LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-10-01 272578115 The Legacy At Home Inc % SCOTT SNORTON LEGA 9724686176 8260 Manderville Lane Suite 300 Dallas TX 75231 Scott Snorton CFO 9724686176 2024-08-15 true Noelle Alberto P01704142 9727028262 2022 2024-08-08 14:25:15Z MELISSA ORTH 8260 Manderville Lane Suite 300 Dallas TX 75231 10596171 false X THELEGACYSENIORCOMMUNITIES.ORG X 2010 TX THE LEGACY AT HOME INC. EXISTS TO PROVIDE A VARIETY OF HOME HEALTH SERVICES WITH COMPASSION AND DIGNITY WHILE UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE 12 11 236 11 0 0 161338 1565859 7607116 9026736 195 24 385 3552 7769034 10596171 0 0 0 0 5918055 6650069 0 0 0 1639329 1914488 7557384 8564557 211650 2031614 1006874 1640995 697788 729294 309086 911701 THE LEGACY AT HOME, INC. EXISTS TO PROVIDE A VARIETY OF HOME HEALTH SERVICES, INCLUDING HOSPICE, WITH COMPASSION AND DIGNITY WHILE UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE false false 6957544 9030288 THE LEGACY AT HOME, INC. PROVIDED HOME HEALTH SERVICES - PRIVATE DUTY AND SKILLED HOME HEALTH AND HOSPICE SERVICES. 6957544 true true false false false false false false false false true false false false 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 false false false true 15 0 true 236 true false false false false false false false false false false false false X 12 11 false false true false true true true true true false false false true true true true true true true false X SCOTT SNORTON 9724686176 8260 MANDERVILLE LANE SUITE 400 DALLAS TX 75231 Melissa Orth President/CEO 3.0 37.0 X X 0 556363 22248 Terry Purchal CFO 5.0 35.0 X 0 247383 20779 Alyssa Adam CMO 10.0 30.0 X 0 176194 26696 Bridgette M Walshe COO 10.0 30.0 X 0 169954 1772 Laura Zych Senior Director of Finance 10.0 30.0 X 0 153644 12239 Renee Anderson Senior Director of HR 10.0 30.0 X 0 160348 4043 Jessica Haecker EXECUTIVE DIRECTOR LAH 40.0 0.0 X 0 161120 786 Matt Geers Senior Director of IT 10.0 30.0 X 0 143409 13316 Kahani Antani Physical Therapist 40.0 0.0 X 126800 0 3795 Karyn McCoy Sr Direct of Safety Security 10.0 30.0 X 0 122662 7581 Holly Morgan Director of Hospice Services 40.0 0.0 X 114486 0 11224 Liz Liener Chair 1.0 1.0 X X 0 0 0 Shirley Davidoff Trustee 1.0 1.0 X 0 0 0 David Eisenberg Trustee 1.0 0.0 X 0 0 0 Dot Haymann TRUSTEE 1.0 1.0 X 0 0 0 Helen Risch Trustee 1.0 0.0 X 0 0 0 Robert Rosen TRUSTEE 1.0 0.0 X 0 0 0 Ruthy Rosenberg TRUSTEE 1.0 0.0 X 0 0 0 Cary Rossel Trustee 1.0 0.0 X 0 0 0 Maddy Unterberg Trustee 1.0 0.0 X 0 0 0 Fraser Marcus LSC Chair 1.0 4.0 X X 0 0 0 Irving Prengler LSC Chair Elect 1.0 4.0 X X 0 0 0 Harley Cohen Secretary 1.0 4.0 X X 0 0 0 241286 1891077 124479 4 false true false 0 102237 1463622 1565859 Patient Care Revenue 621610 9026736 9026736 9026736 24 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sundry Income 900099 3552 3552 3552 10596171 9030288 24 0 0 0 0 0 0 5955642 5027327 928315 98059 78146 19913 172607 140908 31699 423761 396251 27510 451472 451472 74859 74859 13485 13485 0 0 0 461337 385134 76203 55671 55671 134277 54551 79726 122148 81313 40835 0 98234 818 97416 58657 48988 9669 0 0 12515 12515 0 2487 2487 118791 118791 Medical Supplies 269585 269585 Memberships & Dues 20464 8915 11549 Bank Fees 12676 8985 3691 REPAIR & MAINTENANCE 4810 4810 3020 341 2679 8564557 6957544 1607013 0 27018 186841 2100 2100 0 0 872153 1364600 0 0 0 0 0 0 0 0 93046 74480 182536 180656 4367 1880 0 0 0 0 0 0 0 0 8190 11094 1006874 1640995 203304 302275 0 0 0 0 0 0 0 0 0 0 0 0 0 0 494484 427019 697788 729294 X 309086 911701 0 0 309086 911701 1006874 1640995 X 2031614 1 -1429000 X false true X true false X 119836 1090638 973994 161338 1565859 3911665 4866163 5270027 5745388 7607501 9030288 32519367 0 0 0 4985999 6360665 6719382 7768839 10596147 36431032 41701 135194 161338 102237 440470 878595 953095 774571 692723 354692 3653676 920296 953095 909765 854061 456929 4094146 32336886 195 24 219 0 195 24 219 0 0 4985999 6360665 6719382 7769034 10596171 36431251 0.88761 0.86760 0.00001 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33719 33719 0 103450 101570 1880 45367 45367 0 1880 0 Intercompany Payables 67019 Due to Related Party 360000 427019 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. false true false false false false false false false Melissa Orth President/CEO 556363 0 0 9150 13098 578611 0 Terry Purchal CFO 246493 400 490 7681 13098 268162 0 Alyssa Adam CMO 175794 400 0 5866 20830 202890 0 Jessica Haecker EXECUTIVE DIRECTOR LAH 160611 400 109 786 0 161906 0 Laura Zych Senior Director of Finance 152973 400 271 4632 7607 165883 0 Renee Anderson Senior Director of HR 159852 400 96 4043 0 164391 0 Matt Geers Senior Director of IT 143038 200 171 3655 9661 156725 0 Bridgette M Walshe COO 169879 75 0 1772 0 171726 0 SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION: 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 THE 457(F) PLAN BUT NO PAYMENTS WERE MADE IN FY 2023. SCHEDULE J, PART I, LINE 3 METHODS USED BY RELATED ORGANIZATION TO ESTABLISH COMPENSATION: THE LEGACY SENIOR COMMUNITIES USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - APPROVAL BY MANAGEMENT OR BOARD OF THE LEGACY SENIOR COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS/STOCKHOLDERS OF THE ORGANIZATION: THE SOLE MEMBER OF THE CORPORATION IS THE LEGACY SENIOR COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A PERSONS WHO HAD POWER TO ELECT OR APPOINT TO THE 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, SECTION A, LINE 7B GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED TO MEMBERS: 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 LEGACY AT HOME 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, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990: THE 990 IS REVIEWED BY MANAGEMENT, AN EXTERNAL TAX FIRM, THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE LEGACY SENIOR COMMUNITIES AND THE BOARD OF TRUSTEES OF THE LEGACY SENIOR COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING 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, SECTION B, LINE 15A & LINE 15B PROCESS FOR DETERMINING COMPENSATION: EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED ANNUALLY BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND ALSO BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. 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, SECTION C, LINE 19 DOCUMENTS MADE 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: THE LEGACY AT HOME, INC. MADE PERMANENT TRANSFERS OF ASSETS TO THE LEGACY MIDTOWN PARK, INC. TOTALING $1,429,000. Form 990, Part VI, Section A, Line 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE BYLAWS WERE AMENDED SEPTEMBER 2023. THE UPDATED BYLAWS CLARIFIED THE DIFFERENCE IN GOVERNANCE POWERS BETWEEN THE ORGANIZATION'S BOARD AND THE BOARD OF THE SOLE MEMBER, LEGACY SENIOR COMMUNITIES, INC. 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