2026-08-14T09:15:49+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 14221 DALLAS PARKWAY SUITE 400 DALLAS TX 75254 990 2024-10-01 752411609 THE LEGACY SENIOR COMMUNITIES FOUNDATION LEGA 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 MELISSA ORTH PRESIDENT/CEO 9724686176 2026-08-14 true ANDREW J GRAY P01517705 9727028262 2026-08-17 2024 2025-03-06 01:10:19Z MELISSA ORTH 8240 MANDERVILLE LANE DALLAS TX 75231 4084167 false X N/A X 1990 TX RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTES FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES. 15 14 0 29 0 1892014 2381524 0 0 1117057 928541 -357930 -288425 2651141 3021640 2234627 2132270 0 0 182000 179594 0 92755 103242 269129 2519869 2580993 131272 440647 23239808 23450240 181278 25886 23058530 23424354 RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTES FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES. false false 2296297 2132270 0 DISTRIBUTIONS TO THE LEGACY SENIOR COMMUNITIES, INC., THE LEGACY WILLOW BEND, INC., THE LEGACY MIDTOWN PARK, INC., AND THE LEGACY AT HOME, FOR GENERAL SUPPORT OF ELDER CARE FACILITIES. 2296297 true true false false false false false false false true true false false true true true false true false false false false false false true false false true false true false false false false false false false false false false false false false false false true false false false false true 11 0 true 0 false false false false false false false false false false false false X 15 14 false false false false true true true true true false false false true true true true true true false true false false X SCOTT SNORTON 9724686176 8240 MANDERVILLE LANE DALLAS TX 75231 CAROL AARON CHAIR 1.0 4.0 X X 0 0 0 MELISSA ORTH PRESIDENT/CEO 4.0 36.0 X X 0 591366 77319 AMY KORENVAES TRUSTEE 1.0 0 X 0 0 0 BRADLEY LAYE TRUSTEE 1.0 4.0 X 0 0 0 DAN PRESCOTT TRUSTEE 1.0 4.0 X 0 0 0 HELENE COHEN TRUSTEE 1.0 0 X 0 0 0 IRVING PRENGLER TRUSTEE 1.0 4.0 X 0 0 0 JACK BAUM TRUSTEE 1.0 4.0 X 0 0 0 JEFF RASANSKY TRUSTEE 1.0 4.0 X 0 0 0 LINDA GARNER TRUSTEE 1.0 0 X 0 0 0 MICHELLE BERGER TRUSTEE 1.0 4.0 X 0 0 0 SANDY DONSKY TRUSTEE 1.0 0 X 0 0 0 SANDY KAUFMAN TRUSTEE 1.0 4.0 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 5.0 35.0 X 0 148934 12291 ANDREA STATMAN CHIEF ADVANCEMENT OFFICER 20.0 20.0 X 0 149981 2247 CARRIE WHITE CONTROLLER 5.0 35.0 X 0 180388 16127 TERRY PURCHAL CFO (FORMER) 0.0 0.0 X 0 120876 9323 0 1191545 117307 0 true true false 0 567320 1814204 2381524 0 0 0 0 0 800232 800232 4896 4896 0 0 897515 769206 128309 0 128309 128309 0 567320 293321 -293321 -293321 0 0 0 0 0 3021640 0 0 640116 2132270 2132270 0 0 178732 90425 88307 862 436 426 3570 3570 42916 42916 4022 0 0 4022 9220 9220 45104 45104 270 270 MISCELLANEOUS PROGRAM EXPENSES 164027 164027 0 0 0 0 2580993 2296297 191941 92755 1512992 504229 0 0 2443394 2999682 73276 360000 0 0 0 0 7990000 7870000 0 0 36243 13598 5500 5500 0 0 9955533 10008188 72925 72925 0 1155445 1621618 23239808 23450240 25734 13197 0 0 155544 12689 181278 25886 X 14515371 14625863 8543159 8798491 23058530 23424354 23239808 23450240 X 440647 350177 -425000 X false true true false X X X 3 THE LEGACY WILLOW BEND INC 202803956 9 true 323226 0 THE LEGACY AT HOME INC 272578115 9 true 44437 0 THE LEGACY MIDTOWN PARK INC 472890521 9 true 1764607 0 3 2132270 0 true false false false false false false false false false false false false false false true false 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 false 5500 5500 0 0 INTERCOMPANY RECEIVABLES 993 INTEREST RECEIVABLES 1620625 1621618 FEDERAL INCOME TAXES INTERCOMPANY PAYABLES 12689 12689 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART IV, LINE 1B CONTRIBUTIONS PRIOR YEAR BEGINNING BALANCE OF THE ENDOWMENTS WAS RESTATED BY AN ADJUSTMENT TO THE CONTRIBUTION LINE TO INCLUDE THE ECHAD ENDOWMENT FUND. THIS FUND HAS NOT BEEN INCLUDED IN THE SCHEDULE IN THE PAST, BUT IS A PERMANENTLY RESTRICTED ENDOWMENT HELD BY THE FOUNDATION TO SERVE ITS EXEMPT PURPOSE. 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., A TEXAS NON-PROFIT CORPORATION. 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. YES! 2025 EVENT 462770 462770 0 311 92255 14854 162787 20369 MID - YEAR EVENT 104550 104550 0 1635 300 810 0 567320 567320 0 311 92255 16489 163087 21179 293321 -293321 true THE LEGACY WILLOW BEND INC 86101 OHIO DRIVE PLANO TX 75024 202803956 501(C)(3) 323226 GRATEFUL HEARTS RESIDENT ASSISTANCE THE LEGACY MIDTOWN PARK INC 8240 MANDERVILLE LANE DALLAS TX 75231 472890521 501(C) (3) 1764607 GRATEFUL HEARTS RESIDENT ASSISTANCE THE LEGACY AT HOME INC 8240 MANDERVILLE LANE DALLAS TX 75231 272578115 501(C) (3) 44437 GRATEFUL HEARTS RESIDENT ASSISTANCE 3 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE ORGANIZATION HAS ESTABLISHED CRITERIA, LIMITS AND FORMAL PAPERWORK AND PROCEDURES FOR GRANT APPLICANTS. THE APPLICANTS ARE REVIEWED AND THE RECORDS ARE MAINTAINED AND APPLIED INTERNALLY. 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 (FORMER) 0 100186 0 0 0 20690 0 3735 0 5588 0 130199 0 0 SCOTT SNORTON CFO 0 148934 0 0 0 0 0 2304 0 9987 0 161225 0 0 CARRIE WHITE CONTROLLER 0 180138 0 250 0 0 0 5582 0 10545 0 196515 0 0 ANDREA STATMAN CHIEF ADVANCEMENT OFFICER 0 148599 0 0 0 1382 0 2247 0 0 0 152228 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 1B 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 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 TRUSTEES SHALL BE ELECTED COLLECTIVELY BY THE GOVERNING BOARD OF THE FOLLOWING NONPROFIT CORPORATIONS, THE LEGACY WILLOW BEND, INC., LEGACY MIDTOWN PARK, INC. AND LEGACY AT HOME, INC. WHO WILL ALL COLLECTIVELY ELECT A SIMPLE MAJORITY OF THE TRUSTEES. THE LEGACY SENIOR COMMUNITIES, INC. SHALL ELECT THE REMAINING TRUSTEES INCLUDING THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE SOLE MEMBER, THE LEGACY SENIOR COMMUNITIES, INC., ELECTS A PORTION OF THE TRUSTEES INCLUDING THE CHAIRMAN OF THE BOARD. 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 MAY DISCLOSE 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 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 XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFER TO AFFILIATE - -425000; TOTAL - -425000; 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 AT HOME INC 6101 OHIO DRIVE 100 PLANO TX 75204 272478115 HOME HEALTH 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 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 false true false true false false false false false false false true false false false true false true true