2025-07-18T15:38:23+00:00 2024-09-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-10-01 272578115 The Legacy at Home Inc LEGA 9724686176 6101 Ohio Drive 100 Plano TX 75024 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 6101 Ohio Drive 100 Plano TX 75024 10954779 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. 33 32 256 33 0 0 1565859 110637 9026736 10839229 24 0 3552 4913 10596171 10954779 0 0 0 0 6650069 7459790 0 0 0 1914488 2370339 8564557 9830129 2031614 1124650 1640995 2318247 729294 761896 911701 1556351 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 7872645 10844142 THE LEGACY AT HOME, INC. PROVIDED HOME HEALTH SERVICES - PRIVATE DUTY AND SKILLED HOME HEALTH AND HOSPICE SERVICES. 7872645 true true 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 true false false true 15 0 true 256 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 3.0 37.0 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 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 39.0 1.0 X 0 171312 2463 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 FAITH RETSKY BUSINESS RELATIONS SPECIALIST 40.0 0.0 X 115807 0 579 HOLLY MORGAN DIRECTOR OF HOSPICE SERVICES 40.0 0.0 X 115022 0 11637 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 10.0 30.0 X 0 144394 10413 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 230829 2015172 169023 3 false true false 0 110637 110637 PATIENT CARE REVENUE 621610 10839229 10839229 0 0 0 0 10839229 0 0 0 0 SUNDRY INCOME 900099 4913 4913 0 0 0 0 4913 10954779 10844142 0 0 6622388 5660868 961520 91821 84750 7071 267751 267751 477830 447263 30567 536342 536342 0 79381 1500 77881 15199 0 15199 526692 419969 106723 0 85263 0 85263 100151 44869 55282 143356 99908 43448 92027 519 91508 79271 70034 9237 8054 0 8054 1881 0 1881 114376 0 114376 MEDICAL SUPPLIES 384481 384447 34 BAD DEBT EXPENSE 168043 111585 56458 MEMBERSHIPS & DUES 23306 2219 21087 BANK FEES 11247 8354 2893 1269 18 1251 0 9830129 7872645 1957484 0 186841 438317 2100 0 1364600 1804817 0 0 74480 66613 182536 182536 1880 0 0 0 11094 8500 1640995 2318247 302275 381076 0 427019 380820 729294 761896 X 911701 1556351 0 0 911701 1556351 1640995 2318247 X 1124650 -480000 X false true X true false X 1090638 973994 161338 1565859 110637 3902466 5270027 5745388 7607501 9030288 10844142 38497346 0 0 0 6360665 6719382 7768839 10596147 10954779 42399812 0 135194 161338 102237 110637 509406 953095 774571 692723 354692 1178778 3953859 953095 909765 854061 456929 1289415 4463265 37936547 195 24 0 219 0 0 0 195 24 0 219 0 0 0 0 0 0 0 6360665 6719382 7769034 10596171 10954779 42400031 0.8947 0.8876 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 33719 33719 0 0 103450 103450 0 0 45367 45367 0 0 INTERCOMPANY PAYABLES 140820 DUE TO RELATED PARTY 240000 380820 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 0 719049 0 0 0 0 0 58333 0 13743 0 791125 0 0 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 0 170703 0 500 0 109 0 2463 0 0 0 173775 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 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. 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 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, 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances PERMANENT TRANSFERS OF ASSETS TO THE LEGACY MIDTOWN PARK, INC. - -480000; 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 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 THE LEGACY WILLOW BEND INC 6101 Ohio Drive Plano TX 75024 202803956 RETIREMENT CO TX 501(c)(3) 10 LSC true false false true false false false false false false false false false true false true true true true true THE LEGACY MIDTOWN PARK INC R 480000 FMV