Nonprofit · EIN 03-0435268
LEGACY SENIOR COMMUNITIES INC
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,624,696 | $3,660,056 | -$35,360 | $687,631 | $383,125 | $304,506 |
| September 30, 2024 | 990 | $3,338,637 | $3,496,807 | -$158,170 | $925,122 | $585,256 | $339,866 |
| September 30, 2023 | 990 | $3,532,103 | $3,020,626 | $511,477 | $944,720 | $447,510 | $497,210 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $58,416
- of which government grants
- $58,416
- Program service revenue
- $3,566,145
- Investment income
- $135
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,426,120
- Other salaries and wages
- $967,461
- Salaries, compensation and benefits (total)
- $3,097,635
- Professional fundraising fees
- $0
- Legal fees
- $34,309
- Accounting fees
- $8,300
- Travel
- $17,319
- Depreciation
- $33,011
- Program services (functional)
- $3,316,926
- Management and general (functional)
- $343,130
Balance sheet and other
- Total assets, start of year
- $925,122
- Total assets, end of year
- $687,631
- Total liabilities, end of year
- $383,125
- Net assets, end of year
- $304,506
- Land, buildings and equipment
- $21,488
- Publicly traded securities
- $109,320
- Net assets without donor restrictions
- $304,506
- Gross receipts
- $3,624,696
- Employees
- 51
- Volunteers
- 29
- Year formed
- 2002
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 11 | $591,366 | $77,319 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $237,405 | $3,562 |
| LAURA LEVY | EXECUTIVE DIRECTOR LWB Key employee | 1 | $194,192 | $15,924 |
| JESSICA HAECKER | EXECUTIVE DIRECTOR LAH Key employee | 1 | $191,264 | $7,863 |
| CARRIE WHITE | CONTROLLER Highest-paid employee | 5 | $180,388 | $16,127 |
| MARK BLANKENSHIP | SENIOR DIRECTOR OF FACILITIES Highest-paid employee | 0 | $157,845 | $22,783 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $152,868 | $14,153 |
| SCOTT SNORTON | CFO Officer | 20 | $148,934 | $12,291 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $149,064 | $10,275 |
| ANDREA STATMAN | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 20 | $149,981 | $2,247 |
| TERRY PURCHAL | CFO Former | 0 | $120,876 | $9,323 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JACK BAUM | VICE CHAIR/CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL KANE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 |
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 |
| DOT HAYMANN | TRUSTEE Trustee or director | 1 | $0 |
| DOUG FRENCH | TRUSTEE Trustee or director | 1 | $0 |
| FRASER MARCUS | TRUSTEE Trustee or director | 1 | $0 |
| HARLEY COHEN | TRUSTEE Trustee or director | 1 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 |
| IGOR ALTERMAN | TRUSTEE Trustee or director | 1 | $0 |
| JEFF AARONSON | TRUSTEE Trustee or director | 1 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 |
| JERRY RASANSKY | TRUSTEE Trustee or director | 1 | $0 |
| JOSH SKORA | TRUSTEE Trustee or director | 2 | $0 |
| LIZ LIENER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE BERGER | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL GENENDER | TRUSTEE Trustee or director | 1 | $0 |
| ROY GREENBERG | TRUSTEE Trustee or director | 1 | $0 |
| SANDY KAUFMAN | TRUSTEE Trustee or director | 1 | $0 |
| SHIRLEY DAVIDOFF | TRUSTEE Trustee or director | 1 | $0 |
| STUART MORSE | TRUSTEE Trustee or director | 1 | $0 |
| SUSIE CARP | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 45 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 11 | $719,049 | $72,076 |
| TERRY PURCHAL | CFO END: 5/2024 Officer | 20 | $255,785 | $21,679 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $226,522 | $3,398 |
| ALYSSA ADAM | CMO Key employee | 10 | $184,124 | $27,680 |
| LAURA LEVY | EXECUTIVE DIRECTOR LWB Key employee | 1 | $190,260 | $13,342 |
| CHIP BROWNLEE | EXECUTIVE DIRECTOR LMP Key employee | 1 | $182,900 | $16,005 |
| JESSICA HAECKER | EXECUTIVE DIRECTOR LAH Key employee | 1 | $171,312 | $2,463 |
| RENEE ANDERSON | SENIOR DIRECTOR OF HR Highest-paid employee | 10 | $165,778 | $4,915 |
| MARK BLANKENSHIP | SENIOR DIRECTOR OF FACILITIES Highest-paid employee | 0 | $146,548 | $22,669 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $148,208 | $14,183 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $144,394 | $10,413 |
| ANDREA STATMAN | SR DIRECTOR OF DEVELOPMENT Highest-paid employee | 20 | $145,343 | $2,177 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JACK BAUM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL KANE | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARMAINE LAMPERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CINDY MOSKOWITZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOT HAYMANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG FRENCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRASER MARCUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARLEY COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IGOR ALTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JERRY RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH SKORA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LIZ LIENER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL BECKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE WEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEIL RUBINSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL GENENDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROY GREENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY KAUFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHIRLEY DAVIDOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STUART MORSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUSIE CARP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT SNORTON | CFO START: 7/2024 Officer | 20 | $0 | $0 |
990 for the year ended September 30, 2023: 51 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Melissa Orth | PRESIDENT/CEO Trustee or director, Officer | 11 | $556,363 | $0 | $22,248 |
| Terry Purchal | CFO Officer | 20 | $247,383 | $0 | $20,779 |
| Alyssa Adam | CMO Key employee | 10 | $176,194 | $0 | $26,696 |
| Laura Levy | Executive Director LWB Key employee | 0 | $186,727 | $0 | $12,108 |
| Chip Brownlee | EXECUTIVE DIRECTOR LMP Key employee | 0 | $177,946 | $0 | $14,751 |
| Bridgette M Walshe | COO Key employee | 10 | $169,954 | $0 | $1,772 |
| Dana Hanks | Sales Director Highest-paid employee | 0 | $0 | $152,196 | $13,961 |
| Laura Zych | Senior Director of Finance Key employee | 5 | $153,644 | $0 | $12,239 |
| Renee Anderson | Senior Director of HR Highest-paid employee | 10 | $160,348 | $0 | $4,043 |
| Jessica Haecker | Executive Director LAH Key employee | 0 | $161,120 | $0 | $786 |
| Matt Geers | Senior Director of IT Highest-paid employee | 10 | $143,409 | $0 | $13,316 |
| Andrea L Statman | Sr Director of Development Highest-paid employee | 20 | $140,416 | $0 | $2,103 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY Highest-paid employee | 10 | $122,662 | $0 | $7,581 |
| Fraser Marcus | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carol Aaron | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| Igor Alterman | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Jack Baum | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael Becker | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Susie Carp | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Harley Cohen | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael Cohen | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Shirley Davidoff | Director Trustee or director | 1 | $0 | $0 | $0 |
| Bill Finkelstein | FEDERATION CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| Doug French | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mike Friedman | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| Paul Genender | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Jeff Genecov | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marion Glazer | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Michael Glazer | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Dot Haymann | Director Trustee or director | 1 | $0 | $0 | $0 |
| Amy Jones | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Michael Kane | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Sandy Kaufman | CHAIR - LSCF Trustee or director | 1 | $0 | $0 | $0 |
| Charmaine Lampert | CHAIR - LWB Trustee or director | 1 | $0 | $0 | $0 |
| Bradley Laye | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Sharon Levin | CHAIR - LMP Trustee or director | 1 | $0 | $0 | $0 |
| Liz Liener | CHAIR - LAH Trustee or director | 1 | $0 | $0 | $0 |
| Cindy Moskowitz | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Stuart Morse | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| Irving Prengler | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dan Prescott | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Jeff Rasansky | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Jerry Rasansky | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| Buddy Rosenthal | PAST PRESIDENT Trustee or director | 1 | $0 | $0 | $0 |
| AJ Rosmarin | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Cary Rossel | Past Chair Trustee or director | 1 | $0 | $0 | $0 |
| Neil Rubinstein | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Helene Rudberg | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Andrea Skibell | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Josh Skora | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Mike Weinberg | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8240 MANDERVILLE LN, DALLAS, TX 75231-1104
- In care of
- % SCOTT SNORTON
- Principal officer (990 for 2024)
- MELISSA ORTH, 8240 MANDERVILLE LANE, DALLAS, TX 75231
- Signed the 990
- MELISSA ORTH, PRESIDENT/CEO
- Phone
- (972) 468-6176
- Return prepared by
- FORVIS MAZARS LLP
Mission
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.
Program accomplishments
- 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).Expenses $3,316,926 · revenue $3,566,145
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 03-0435268
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $687,631
- Income (IRS master file)
- $3,624,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,624,696 | $3,660,056 | $687,631 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $3,338,637 | $3,496,807 | $925,122 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $3,532,103 | $3,020,626 | $944,720 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $2,330,543 | $2,827,730 | $383,743 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0435268).
Questions about LEGACY SENIOR COMMUNITIES INC
- What is the EIN of LEGACY SENIOR COMMUNITIES INC?
- The employer identification number (EIN) of LEGACY SENIOR COMMUNITIES INC is 03-0435268.
- Is LEGACY SENIOR COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LEGACY SENIOR COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LEGACY SENIOR COMMUNITIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY SENIOR COMMUNITIES INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY SENIOR COMMUNITIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LEGACY SENIOR COMMUNITIES INC?
- The 990 for the year ended September 30, 2025 names MELISSA ORTH.
- Who are the officers and directors of LEGACY SENIOR COMMUNITIES INC?
- The 990 for the year ended September 30, 2025 lists 39 people; 11 received compensation from the organization, the highest $591,366 (MELISSA ORTH, PRESIDENT/CEO).
- How much revenue does LEGACY SENIOR COMMUNITIES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,624,696, expenses of $3,660,056 and total assets of $687,631 at year end.
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