2026-08-06T15:26:12+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 14221 DALLAS PARKWAY SUITE 400 DALLAS TX 75254 990 2024-10-01 030435268 THE LEGACY SENIOR COMMUNITIES INC LEGA 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 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 8240 MANDERVILLE LANE DALLAS TX 75231 3624696 false X THELEGACYSENIORCOMMUNITIES.ORG X 2002 TX LSC EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS. 29 28 51 29 0 0 0 58416 3338573 3566145 64 135 0 0 3338637 3624696 0 0 0 0 2762741 3097635 0 0 734066 562421 3496807 3660056 -158170 -35360 925122 687631 585256 383125 339866 304506 THE LEGACY SENIOR COMMUNITIES, INC., EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE. THE LEGACY SENIOR COMMUNITIES, INC. DOES THIS BY PROVIDING DEVELOPMENT AND MANAGEMENT SERVICES TO ITS AFFILIATES. THOSE AFFILIATES PROVIDE SENIOR LIVING, HEALTHCARE SERVICES, AND SUPPORT TO THE JEWISH COMMUNITY AND TO PEOPLE OF ALL FAITHS IN NORTH TEXAS. false false 3316926 3566145 PROVIDE MANAGEMENT SERVICES TO THE LEGACY WILLOW BEND, INC., THE LEGACY MIDTOWN PARK, INC. (BOTH NONPROFIT CONTINUING CARE RETIREMENT COMMUNITIES), THE LEGACY AT HOME, INC. (A NONPROFIT HOME HEALTHCARE COMPANY) AND THE LEGACY SENIOR COMMUNITIES FOUNDATION (A SUPPORTING NONPROFIT FOR THE LEGACY SENIOR COMMUNITIES). 3316926 true true false false false false false false false true true false false false false 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 true true false false true 17 0 true 51 true false false false false false false false false false false false false X 29 28 true false false false false false false 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 11.0 29.0 X X 591366 0 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 AARONSON 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 MICHELLE BERGER 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 0.0 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 SCOTT SNORTON CFO 20.0 20.0 X 148934 0 12291 BRIDGETTE WALSHE COO 10.0 30.0 X 237405 0 3562 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 1.0 39.0 X 191264 0 7863 LAURA LEVY EXECUTIVE DIRECTOR LWB 1.0 39.0 X 194192 0 15924 ANDREA STATMAN CHIEF ADVANCEMENT OFFICER 20.0 20.0 X 149981 0 2247 CARRIE WHITE CONTROLLER 5.0 35.0 X 180388 0 16127 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 10.0 30.0 X 149064 0 10275 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 0.0 40.0 X 157845 0 22783 MATT GEERS SENIOR DIRECTOR OF IT 10.0 30.0 X 152868 0 14153 TERRY PURCHAL CFO 0.0 0.0 X 120876 0 9323 2274183 0 191867 15 true true false 0 58416 58416 MANAGEMENT FEES FROM RELATED ENTITIES 561110 3566105 3566105 40 40 0 0 3566145 135 135 0 0 0 0 0 0 0 0 0 3624696 3566145 0 135 0 0 1426120 1328884 97236 130199 121322 8877 967461 901498 65963 112378 104716 7662 139260 129765 9495 322217 300248 21969 34309 34309 8300 8300 57818 57818 33346 31072 2274 0 25992 24220 1772 31794 29626 2168 51840 48305 3535 17319 16138 1181 46526 43354 3172 33011 30760 2251 81486 75930 5556 DUES AND LICENSES 49911 46508 3403 EMPLOYEE RELATIONS 44077 41072 3005 BANK CHARGES & OTHER FEES 24298 22641 1657 STORAGE FEES 5989 5581 408 16405 15286 1119 0 3660056 3316926 343130 0 48102 436143 416027 0 0 0 0 0 61809 89449 729101 707613 113779 21488 53987 109320 0 0 231418 31231 925122 687631 347297 383125 0 0 237959 0 585256 383125 X 339866 304506 339866 304506 925122 687631 -35360 0 X false true true false X X 3 THE LEGACY WILLOW BEND INC 202803956 9 true 0 1283452 THE LEGACY MIDTOWN PARK INC 472890521 9 true 0 1718104 THE LEGACY AT HOME INC 272578115 9 true 0 564549 3 0 3566105 true false false false false false false false false false false false false false false true true false X true true SCHEDULE A, PART IV, SECTION E, LINE 3A ORGANIZATION HAVE THE POWER TO REGULARLY APPOINT OR ELECT A ALL ENTITIES HAVE THE LEGACY SENIOR COMMUNITIES, INC. AS A SOLE MEMBER. THE CHAIRPERSON AND PRESIDENT OF THE MEMBER HAS THE POWER TO APPOINT THE OFFICERS, DIRECTORS OR TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 3B SUBSTANTIAL DIRECTION OVER POLICIES/PROGRAMS/ACTIVITIES THE LEGACY SENIOR COMMUNITIES, INC. PROVIDES GENERAL OVERSIGHT OF MISSION AND PROGRAMS FOR EACH ORGANIZATION. ANY SIGNIFICANT CHANGE/ADDITION TO SUPPORTED ORGANIZATION PROGRAMS IS APPROVED BY THE LEGACY SENIOR COMMUNITIES, INC. BOARD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3927071 200000 297406 150211 4274266 3411444 678026 162399 3927071 1146563 1918325 443775 97219 3411444 1368850 -222287 1146563 1134595 234255 1368850 0.0 1.0 0.0 false true true 720768 699280 21488 8333 8333 0 21488 FEDERAL INCOME TAXES INTERCOMPANY PAYABLE 0 X 0 0 0 0 0 0 0 0 0 0 0 0 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. THE ENDOWMENTS ARE HELD BY THE LEGACY SENIOR COMMUNITIES FOUNDATION, A CONTROLLED ENTITY OF THE ORGANIZATION. 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. X X X false true false false false false false false false MELISSA ORTH PRESIDENT/CEO 591366 0 0 0 0 0 64350 0 12969 0 668685 0 0 0 TERRY PURCHAL CFO 100186 0 0 0 20690 0 3735 0 5588 0 130199 0 0 0 SCOTT SNORTON CFO 148934 0 0 0 0 0 2304 0 9987 0 161225 0 0 0 JESSICA HAECKER EXECUTIVE DIRECTOR LAH 191155 0 0 0 109 0 5753 0 2110 0 199127 0 0 0 LAURA LEVY EXECUTIVE DIRECTOR LWB 193920 0 0 0 272 0 5912 0 10012 0 210116 0 0 0 BRIDGETTE WALSHE COO 237405 0 0 0 0 0 3562 0 0 0 240967 0 0 0 CARRIE WHITE CONTROLLER 180138 0 250 0 0 0 5582 0 10545 0 196515 0 0 0 MARK BLANKENSHIP SENIOR DIRECTOR OF FACILITIES 155143 0 2500 0 202 0 5083 0 17700 0 180628 0 0 0 MATT GEERS SENIOR DIRECTOR OF IT 152182 0 400 0 286 0 3878 0 10275 0 167021 0 0 0 KARYN MCCOY SR DIRECTOR OF SAFETY SECURITY 148664 0 400 0 0 0 0 0 10275 0 159339 0 0 0 ANDREA STATMAN CHIEF ADVANCEMENT OFFICER 148599 0 0 0 1382 0 2247 0 0 0 152228 0 0 0 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 BROAD AUTHORITY THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT AS OTHERWISE PROVIDED BY THE BOARD ACTION. THE MEMBERS OF THE EXECUTIVE COMMITTEE INCLUDE THE CHAIR, CHAIR-ELECT, VICE CHAIRPERSON, & IMMEDIATE PAST-CHAIRPERSON OF THE BOARD, THE PRESIDENT AND SECRETARY OF THE CORPORATION, THE CHAIRPERSON OF EACH OTHER STANDING COMMITTEE, THE CHAIRPERSON OF THE RELATED LSC FOUNDATION, AND THE CHAIRPERSON OF EACH OTHER STANDING COMMITTEES. THE CHAIRPERSON IN CONSULTATION WITH THE PRESIDENT CAN NOMINATE UP TO 6 OTHER PERSONS, WHO SHALL BE MEMBERS-AT-LARGE, WITH APPROVAL BY A MAJORITY OF THE FULL BOARD. 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 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 LEGACY SENIOR COMMUNITIES FOR EVALUATION AND RECOMMENDATION FOR ACTION. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL CEO COMPENSATION AND INCREASES TO COMPENSATION ARE DETERMINED AND APPROVED BY THE BOARD. EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED ANNUALLY BY THE CEO. COMPENSATION IS 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 IN AGGREGATE 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: 40, RELATED OR EXEMPT FUNCTION REVENUE: 40, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; THE LEGACY WILLOW BEND INC 6101 OHIO DRIVE PLANO TX 75024 202803956 RETIREMENT COMMUNITY TX 501(C)(3) 10 THE LEGACY SENIOR COMMUNITIES INC true 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 true THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 RETIREMENT COMMUNITY TX 501(C)(3) 10 THE LEGACY SENIOR COMMUNITIES INC true THE LEGACY AT HOME INC 6101 OHIO DRIVE 100 PLANO TX 75024 272578115 HOME HEALTH TX 501(C)(3) 10 THE LEGACY SENIOR COMMUNITIES INC true false false false false false false false false false false false true false true true true true true true THE LEGACY WILLOW BEND INC L 1283452 FMV THE LEGACY AT HOME INC L 564549 FMV THE LEGACY MIDTOWN PARK INC L 1718104 FMV