2026-08-06T15:00:56+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 14221 DALLAS PARKWAY SUITE 400 DALLAS TX 75254 990 2024-10-01 272578115 THE LEGACY AT HOME INC LEGA 9724686176 6101 OHIO DRIVE 100 PLANO TX 75024 MELISSA ORTH PRESIDENT/CEO 9724686176 2026-08-06 true ANDREW J GRAY P01517705 9727028262 2026-08-17 2024 2025-03-06 01:10:19Z MELISSA ORTH 6101 OHIO DRIVE 100 PLANO TX 75024 11439205 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. 29 28 251 29 0 110637 97966 10839229 11341239 0 0 4913 0 10954779 11439205 0 0 0 0 7459790 7813723 0 0 2370339 2394781 9830129 10208504 1124650 1230701 2318247 3219141 761896 432089 1556351 2787052 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 7649460 11341239 THE LEGACY AT HOME, INC. PROVIDED HOME HEALTH SERVICES - PRIVATE DUTY AND SKILLED HOME HEALTH AND HOSPICE SERVICES. 7649460 true true false false false false false false false false true false false false true true 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 false false true false false false false true 19 0 true 251 true false false false false false false false false false false false false X 29 28 true true false false true true true true true false false false true true true true true true true true false 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/CHAIR ELECT 1.0 4.0 X X 0 0 0 MELISSA ORTH PRESIDENT/CEO 3.0 37.0 X X 0 591366 77319 MICHAEL KANE SECRETARY 1.0 3.0 X X 0 0 0 AARON HANDLER 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 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 4.0 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 3.0 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 COHEN TRUSTEE 1.0 3.0 X 0 0 0 MIKE FRIEDMAN TRUSTEE 1.0 3.0 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 191264 7863 SCOTT SNORTON CFO 5.0 35.0 X 0 148934 12291 BRIDGETTE WALSHE COO 10.0 30.0 X 0 237405 3562 ALYSSA ADAM CMO 10.0 30.0 X 0 121545 12864 CARRIE WHITE CONTROLLER 10.0 30.0 X 0 180388 16127 HOLLY MORGAN DIRECTOR OF HOSPICE SERVICES 40.0 0.0 X 123603 0 12151 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 10.0 30.0 X 0 149064 10275 MATT GEERS SENIOR DIRECTOR OF IT 10.0 30.0 X 0 152868 14153 TERRY PURCHAL CFO 0.0 0.0 X 0 120876 9323 123603 1893710 175928 6 true true false LITTLE ELM ORTHOPEDIC & SPINE REHAB PC 6136 FRISCO SQUARE BLVD 400 FRISCO TX 75034 MEDICAL CONTRACT SERVICES 111180 1 97966 97966 PATIENT CARE REVENUE 621610 11341225 11341225 14 14 0 0 11341239 0 0 0 0 0 0 0 0 0 11439205 11341239 0 0 0 0 6851424 5867289 984135 95384 87576 7808 367905 367905 499010 468194 30816 564549 564549 8383 8383 35431 35431 585739 511724 74015 0 78150 78150 159892 54992 104900 161531 100195 61336 90968 968 90000 87444 74207 13237 5250 5250 126257 126257 MEDICAL SUPPLIES 392831 392831 BAD DEBT EXPENSE 85367 85367 BANK FEES 5973 5973 MEMBERSHIPS & DUES 5016 144 4872 2000 0 2000 0 10208504 7649460 2559044 0 438317 1616647 0 1804817 1477633 0 0 0 0 66613 118361 182536 182536 0 0 0 0 8500 6500 2318247 3219141 381076 305440 0 0 380820 126649 761896 432089 X 1556351 2787052 0 1556351 2787052 2318247 3219141 1230701 0 X false true true false X 973994 161338 1565859 110637 97966 2909794 5745388 7607501 9030288 10844142 11341239 44568558 0 0 0 6719382 7768839 10596147 10954779 11439205 47478352 135194 161338 102237 110637 97966 607372 774571 692723 354692 1178778 998078 3998842 909765 854061 456929 1289415 1096044 4606214 42872138 0 195 24 0 0 219 0 0 195 24 0 0 219 0 0 0 0 0 0 0 6719382 7769034 10596171 10954779 11439205 47478571 0.90298 0.89473 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33719 33719 0 103450 103450 0 45367 45367 0 0 FEDERAL INCOME TAXES INTERCOMPANY PAYABLES 6649 DUE TO RELATED PARTY 120000 126649 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (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 591366 0 0 0 0 0 64350 0 12969 0 668685 0 0 TERRY PURCHAL CFO 0 100186 0 0 0 20690 0 3735 0 5588 0 130199 0 0 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 0 191155 0 0 0 109 0 5753 0 2110 0 199127 0 0 SCOTT SNORTON CFO 0 148934 0 0 0 0 0 2304 0 9987 0 161225 0 0 BRIDGETTE WALSHE COO 0 237405 0 0 0 0 0 3562 0 0 0 240967 0 0 CARRIE WHITE CONTROLLER 0 180138 0 250 0 0 0 5582 0 10545 0 196515 0 0 MATT GEERS SENIOR DIRECTOR OF IT 0 152182 0 400 0 286 0 3878 0 10275 0 167021 0 0 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 0 148664 0 400 0 0 0 0 0 10275 0 159339 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION LEGACY SENIOR COMMUNITIES, INC. DETERMINES THE COMPENSATION OF ALL ITS RELATED ORGANIZATIONS EMPLOYEES. COMPENSATION IS DETERMINED BY COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE; & WRITTEN EMPLOYMENT CONTRACT. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE 457(F) IS A DEFERRED COMPENSATION PLAN THAT ALLOWS LEGACY TO CONTRIBUTE MONEY INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVES WITH A RETIREMENT BENEFIT. MELISSA ORTH PARTICIPATES IN THE 457(F) PLAN AND $54,000 WAS DEFERRED FOR CALENDAR YEAR 2024. FORM 990, PART VI, LINE 1A RELIANCE ON MEMBER COMMITTEES THE STANDING AND ANY OTHER COMMITTEES, AND IF CONSISTENT WITH ITS PURPOSE ANY TASK FORCE, OF THE MEMBER, ACTING ON BEHALF OF THE MEMBER AS MANAGER OF THE CORPORATION, SHALL PERFORM THE SAME FUNCTIONS AND RESPONSIBILITIES WITH RESPECT TO THE CORPORATION AS THEY HAVE WITH RESPECT TO THE MEMBER AND AS OTHERWISE MAY BE ASSIGNED TO THEM. 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 3 DELEGATION OF MANAGEMENT DUTIES THE LEGACY SENIOR COMMUNITIES, INC. OPERATES AS THE SOLE MANAGER OF THE ORGANIZATION AND IS RESPONSIBLE FOR MANAGEMENT OF THE PROPERTY, BUSINESS, AND AFFAIRS OF THE ORGANIZATION. THE ORGANIZATION PAYS LEGACY SENIOR COMMUNITIES, INC. A MONTHLY MANAGEMENT FEE EQUAL TO THE GREATER OF $25,000 OR 5% OF THE ORGANIZATION'S TOTAL REVENUES FOR A MONTH. TOTAL MANAGEMENT FEE'S FOR THE YEAR PAID TO LEGACY SENIOR COMMUNITIES, INC. WERE $564,549. 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 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 THE CEO BASED UPON LOCAL MARKET COMPETITION, AND ALSO BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. SALARIES ARE APPROVED VIA THE BUDGET APPROVAL PROCESS BY THE BOARD. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WAS DETERMINED PRIMARILY BY THAT PERSON'S PRIOR COMPENSATION, AND ALSO BY THE PROJECT SCOPE. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WAS ALSO DETERMINED BY THE CEO BASED UPON LOCAL MARKET COMPETITION, AND BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. SALARIES ARE APPROVED VIA THE BUDGET APPROVAL PROCESS BY THE BOARD. 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 VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE SUNDRY INCOME - TOTAL REVENUE: 14, RELATED OR EXEMPT FUNCTION REVENUE: 14, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; THE LEGACY SENIOR COMMUNITIES INC 8240 MANDERVILLE LANE DALLAS TX 75231 030435268 MANAGEMENT SERVICES TX 501(C)(3) TYPE III-FI NA false THE LEGACY SENIOR COMMUNITIES FOUNDATION 8240 MANDERVILLE LANE DALLAS TX 75231 752411609 SUPPORTING FOUNDATION TX 501(C)(3) TYPE I THE LEGACY SENIOR COMMUNITIES INC false THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 RETIREMENT COMMUNITY TX 501(C)(3) 10 THE LEGACY SENIOR COMMUNITIES INC false THE LEGACY WILLOW BEND INC 6101 OHIO DRIVE PLANO TX 75024 202803956 RETIREMENT COMMUNITY TX 501(C)(3) 10 THE LEGACY SENIOR COMMUNITIES INC false false false true false false false false false false false false false true false true true true false false