2024-11-08T12:40:36-07:00 2023-12-31 990 2023-01-01 311679605 LEGACY HEALTHCARE SERVICES INC LEGA 9194245080 110 Horizon Dr Suite 310 Raleigh NC 27615 Gil Wilson CFO 9198612469 2024-11-08 1 2023 2024-10-15 13:58:12Z Jeff Ryan 110 Horizon Dr Suite 310 Raleigh NC 27615 140219956 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 3182 0 0 0 0 0 131000981 139949877 0 32128 0 237951 131000981 140219956 0 0 0 0 104235995 115449916 0 0 0 15137319 15189270 119373314 130639186 11627667 9580770 127970994 128409923 10046171 11776294 117924823 116633629 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 113677311 139982005 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 113677311 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 1 384 0 1 3182 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 John Murta Board Member 2 38 X 0 340981 7597 Jeff Ryan CEO 40 0 X X 307332 0 20122 Joseph Sardoni Regional VP of Business Development 40 0 X 312385 0 6476 Gil Wilson CFO and Treasurer 40 0 X X 254169 0 19588 Melissa Hale COO 40 0 X 239288 0 9703 Jeff Fink Senior VP of HR and Administration 40 0 X 207080 0 7593 Charles Hale CIO 40 0 X 192897 0 6113 Adam Schambach Director of Revenue Cycle 40 0 X 159971 0 20122 Wendi Kanuch Regional VP of Business Development 40 0 X 159410 0 19588 Lynette Kentgen VP of Operations 40 0 X 167261 0 9703 Geoffrey Diek VP of Operations 40 0 X 161606 0 0 Luke Kontras VP of Operations 40 0 X 159658 0 0 Kathleen Dwyer VP of Compliance 40 0 X 156113 0 0 E Anthony Woods Chair 2 38 X 0 0 0 2477170 340981 126605 62 0 1 0 Advantix 1202 Richardson Dr Ste 200 Richardson TX 75080 Telecommunication Vendor Management 770487 Net Health Systems Inc 40 24th Street Pittsburgh PA 15222 Software Provider 1039180 Alinea Group Inc 803 E Bradley Rd Milwaukee WI 53217 Software Provider 503398 Waystar 1311 Solutions Center Chicago IL 60677 Software Provider 281769 Critical Connections 2401 Research Blvd Suite 109 Rockville MD 20850 Contract Staffing 214711 8 0 Medicare and Medicaid 623990 95688941 95688941 0 0 Medicare Managed Care 623990 38613729 38613729 0 0 Contract Revenue 623990 4918253 4918253 0 0 Self-pay 623990 728954 728954 0 0 0 0 0 0 139949877 32128 32128 0 0 0 0 0 0 0 0 0 0 0 0 0 0 237951 237951 0 0 237951 140219956 140219956 0 0 1564612 1564612 0 100946200 94326038 6620162 629596 579606 49990 4348750 4001681 347069 7960758 7325419 635339 -9868 -9868 324304 231209 93095 186240 186240 1372105 1168775 203330 2162639 2162639 0 4472810 4307157 165653 774106 533485 240621 294604 72278 222326 3009323 3009323 405610 405610 Therapy Supplies 644816 644816 0 Professional service fees 703434 11250 692184 Employee communications expense 100268 68116 32152 Regulatory fees 164808 0 164808 584071 407481 176590 130639186 113677311 16961875 0 3710901 6967995 23565344 24519281 201868 199804 324683 539812 289963 265447 249849 98321582 95395915 1907916 750332 127970994 128409923 9552781 11461511 493390 314783 10046171 11776294 X 0 0 0 0 117924823 116633629 117924823 116633629 127970994 128409923 X 9580770 0 0 0 0 -10871964 X X 0 1 X 1 0 X 49781627 116198379 129375945 131000981 139949877 566306809 49781627 116198379 129375945 131000981 139949877 566306809 566306809 12936 33632 0 0 46568 12936 33632 0 0 0 46568 49794563 116232011 129375945 131000981 139949877 566353377 0.99992 0.99985 0.00008 0.00015 X 0 0 0 0 0 0 0 0 25603 12052 13551 0 199255 134832 64423 0 314954 143079 171875 249849 Lease Liabilities 314783 314783 139982005 0 0 0 0 0 139982005 0 237951 237951 140219956 130639186 0 0 0 0 0 130639186 0 0 0 130639186 Schedule D, Part XI, Line 4b MA Management Fee 0 0 0 1 0 0 0 0 0 Jeff Ryan CEO 265081 0 42250 0 0 0 0 0 20122 0 327453 0 0 0 John Murta Board Member 0 269183 0 65000 0 6798 0 0 0 7597 0 348578 0 Gil Wilson CFO and Treasurer 226978 0 27191 0 0 0 0 0 19588 0 273757 0 0 Melissa Hale COO 215071 0 24217 0 0 0 0 0 9703 0 248991 0 Jeff Fink Senior VP of HR and Administration 186015 0 21065 0 0 0 0 0 7593 0 214673 0 Charles Hale CIO 172639 0 20258 0 0 0 0 0 6113 0 199010 0 Joseph Sardoni Regional VP of Business Development 101229 0 211156 0 0 0 0 0 6476 0 318861 0 Lynette Kentgen VP of Operations 153573 0 13688 0 0 0 0 0 9703 0 176964 0 0 Adam Schambach Director of Revenue Cycle 151046 0 8925 0 0 0 0 0 20122 0 180093 0 Wendi Kanuch Regional VP of Business Development 96372 0 63038 0 0 0 0 0 19588 0 178998 0 Kathleen Dwyer VP of Compliance 151113 0 5000 0 0 0 0 0 0 0 156113 0 Luke Kontras VP of Operations 151558 0 8100 0 0 0 0 0 0 0 159658 0 E Anthony Woods Chair 0 0 0 0 0 0 0 0 0 0 0 0 Geoffrey Diek VP of Operations 157266 0 4340 0 0 0 0 0 0 0 161606 0 0 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 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 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. Deaconess Associations Inc 615 Elsinore Place Suite 900 Cincinnati OH 45202 311209377 Management OH 501(C)(3) Line 12C N/A 0 Deaconess Hospital of Cincinnati OH 615 Elsinore Place Suite 900 Cincinnati OH 45202 310537109 Health Care Services OH 501(C)(3) Line 3 Deaconess Associations Inc 0 Deaconess Health Associations Fund Inc 615 Elsinore Place Suite 900 Cincinnati OH 45202 311209378 Fundraising OH 501(C)(3) Line 12B Deaconess Associations Inc 0 Deaconess Health Care Services Co 615 Elsinore Place Suite 900 Cincinnati OH 45202 311365388 Health Care Services OH 501(C)(3) Line 12B Deaconess Associations Inc 0 Tristate Health Systems Inc 615 Elsinore Place Suite 900 Cincinnati OH 45202 311385584 Medical Services OH 501(C)(3) Line 3 Deaconess Health Care Services Co 0 Deaconess Senior Services Inc 615 Elsinore Place Suite 901 Cincinnati OH 45202 311391195 Management OH 501(C)(3) Line 12B Deaconess Associations Inc 0 Cottingham Retirement Community 615 Elsinore Place Suite 901 Cincinnati OH 45202 311338449 Health Care Services OH 501(C)(3) Line 12B Deaconess Senior Services Inc 0 Deaconess Long Term Care of Ohio Inc 615 Elsinore Place Suite 901 Cincinnati OH 45202 311394484 Health Care Services OH 501(C)(3) Line 3 Deaconess Senior Services Inc 0 Stewart Healthcare Enterprises LLC 2411 Springer Drive Norman OK 73069 461530715 Home Health Care Services OK N/A Hands of Compassion Homecare LLC 1030 Andrews Hwy Suite 203 Midland TX 79701 020800935 Home Health Care Services TX N/A Lifecare Hospice LLC 2411 Springer Drive Norman OK 73069 922773011 Hospice Services TX N/A Deaconess Health Care Holdings Inc 615 Elsinore Place Suite 900 Cincinnati OH 45202 813555982 Holding Company for Home Health OH N/A C Preferred Home HealthCare Inc 6920 Parkdale Place Suite 110 Indianapolis IN 46254 351753732 Home Health Care Services IN N/A C Mays House Call Home Health Inc 3057 Clarksville Street Paris TX 75460 731426551 Home Health Care Services OK N/A C Mays Plus Inc 801 SW C Street Antlers OK 74523 731581936 Home Health Care Services OK N/A C Guardian Wellness Management Services LLC 801 SW C Street Antlers OK 74523 842735261 Home Health Care Services OK N/A C Mays Hospice Care Inc 801 SW C Street Antlers OK 74523 731619474 Home Health Care Services OK N/A C Skyline Wellness Management Services of TX LLC 3310 Lamar Ave Suite A Paris TX 75460 473113731 Home Health Care Services TX N/A C Central Pyramid Accounting Inc 3057 Clarksville Street Paris TX 75460 141976654 Management Company for Home Health TX N/A C Legacy Healthcare Services Massachusetts 110 Horizon Dr Raleigh NC 27615 922096871 Health Care Services MA Legacy Healthcare Services C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 The Controller position was vacated early 2024 and not filled until late July 2024.