Nonprofit · EIN 20-2803956
THE LEGACY WILLOW BEND INC
Tax-exempt · PLANO, TX 75024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $28,168,449 | $29,980,474 | -$1,812,025 | $72,258,535 | $102,141,100 | -$29,882,565 |
| September 30, 2024 | 990 | $26,567,229 | $29,163,023 | -$2,595,794 | $76,161,946 | $104,597,664 | -$28,435,718 |
| September 30, 2023 | 990 | $28,255,084 | $27,416,768 | $838,316 | $74,065,326 | $101,450,632 | -$27,385,306 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $613,929
- Program service revenue
- $26,803,985
- Investment income
- $750,535
- Net gain from sales of assets
- $335,454
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $10,624,546
- Salaries, compensation and benefits (total)
- $12,514,822
- Professional fundraising fees
- $0
- Legal fees
- $66,325
- Accounting fees
- $73,662
- Occupancy
- $2,265,196
- Travel
- $26,068
- Depreciation
- $2,939,906
- Program services (functional)
- $24,969,455
- Management and general (functional)
- $5,011,019
Balance sheet and other
- Total assets, start of year
- $76,161,946
- Total assets, end of year
- $72,258,535
- Total liabilities, end of year
- $102,141,100
- Net assets, end of year
- -$29,882,565
- Land, buildings and equipment
- $52,939,840
- Publicly traded securities
- $10,568,734
- Net assets without donor restrictions
- -$29,882,565
- Gross receipts
- $32,508,436
- Employees
- 396
- Volunteers
- 29
- Year formed
- 2005
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 11 | $0 | $591,366 | $77,319 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $0 | $237,405 | $3,562 |
| LAURA LEVY | EXECUTIVE DIRECTOR LWB Officer | 39 | $0 | $194,192 | $15,924 |
| CARRIE WHITE | CONTROLLER Highest-paid employee | 10 | $0 | $180,388 | $16,127 |
| MARK BLANKENSHIP | SENIOR DIRECTOR OF FACILITIES Highest-paid employee | 20 | $0 | $157,845 | $22,783 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $0 | $152,868 | $14,153 |
| SCOTT SNORTON | CFO Officer | 5 | $0 | $148,934 | $12,291 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $0 | $149,064 | $10,275 |
| DEANNA STANSBURY | ASSOCIATE HEALTH SERVICE Highest-paid employee | 40 | $142,798 | $0 | $12,683 |
| TERRY PURCHAL | CFO Former | 0 | $0 | $120,876 | $9,323 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK BAUM | VICE CHAIR/CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL KANE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 |
| CHARMAINE LAMPERT | TRUSTEE Trustee or director | 1 | $0 |
| CINDY MOSKOWITZ | 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: 43 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 11 | $0 | $719,049 | $72,076 |
| TERRY PURCHAL | CFO END: 5/2024 Officer | 5 | $0 | $255,785 | $21,679 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $0 | $226,522 | $3,398 |
| ALYSSA ADAM | CMO Key employee | 10 | $0 | $184,124 | $27,680 |
| LAURA LEVY | EXECUTIVE DIRECTOR LWB Officer | 39 | $0 | $190,260 | $13,342 |
| RENEE ANDERSON | SENIOR DIRECTOR OF HR Highest-paid employee | 10 | $0 | $165,778 | $4,915 |
| MARK BLANKENSHIP | SENIOR DIRECTOR OF FACILITIES Highest-paid employee | 20 | $0 | $146,548 | $22,669 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $0 | $148,208 | $14,183 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $0 | $144,394 | $10,413 |
| LAKEESHA JENKINS | DIRECTOR NURSING Highest-paid employee | 40 | $137,971 | $0 | $2,076 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK BAUM | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL KANE | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARMAINE LAMPERT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CINDY MOSKOWITZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOT HAYMANN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUG FRENCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRASER MARCUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HARLEY COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| IGOR ALTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSH SKORA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LIZ LIENER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BECKER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE WEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL RUBINSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL GENENDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROY GREENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDY KAUFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHIRLEY DAVIDOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STUART MORSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSIE CARP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SNORTON | CFO START: 7/2024 Officer | 5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Melissa Orth | President/CEO Trustee or director, Officer | 11 | $0 | $556,363 | $22,248 |
| Terry Purchal | CFO Officer | 5 | $0 | $247,383 | $20,779 |
| Alyssa Adam | CMO Key employee | 10 | $0 | $176,194 | $26,696 |
| Laura Levy | Executive Director LWB Key employee | 40 | $0 | $186,727 | $12,108 |
| Bridgette M Walshe | COO Key employee | 10 | $0 | $169,954 | $1,772 |
| Laura Zych | Senior Director of Finance Key employee | 10 | $0 | $153,644 | $12,239 |
| Renee Anderson | Senior Director of HR Highest-paid employee | 10 | $0 | $160,348 | $4,043 |
| Mark Blankenship | Senior Director of Facilities Highest-paid employee | 20 | $0 | $140,927 | $20,567 |
| Matt Geers | Senoir Director of IT Highest-paid employee | 10 | $0 | $143,409 | $13,316 |
| Karyn McCoy | Sr Direct of Safety Security Highest-paid employee | 10 | $0 | $122,662 | $7,581 |
| Lisa Vellekamp | Sales Director Highest-paid employee | 40 | $111,550 | $0 | $8,768 |
| Charmaine Lampert | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susie Carp | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Mike Friedman | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Mike Glazer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Roy Greenberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Elaine Levitt | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Amy Jones | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Neil Rubinstein | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Fraser Marcus | LSC Chair Trustee or director | 1 | $0 | $0 | $0 |
| Irving Prengler | LSC Chair Elect Trustee or director | 1 | $0 | $0 | $0 |
| Harley Cohen | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6101 OHIO DRIVE, PLANO, TX 75024-2720
- In care of
- % SCOTT SNORTON
- Principal officer (990 for 2024)
- MELISSA ORTH, 6101 OHIO DRIVE, PLANO, TX 75024
- Signed the 990
- MELISSA ORTH, CFO
- Phone
- (972) 468-6171
- Return prepared by
- FORVIS MAZARS LLP
Mission
THE LEGACY WILLOW BEND 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.
Program accomplishments
- 1. OPERATED AN INDEPENDENT LIVING FACILITY FOR THE BENEFIT OF ITS INDEPENDENT LIVING RESIDENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR AN INDEPENDENT LIVING FACILITY, INCLUDING DINING, LIFESTYLE, HOUSEKEEPING AND MAINTENANCE SERVICES. 2. OPERATED AN ASSISTED LIVING AND MEMORY SUPPORT FACILITY FOR THE BENEFIT OF ITS RESIDENTS, INCLUDING DINING, LIFESTYLE, NURSING, HOUSEKEEPING AND MAINTENANCE SERVICES. 3. OPERATED A NURSING FACILITY FOR THE BENEFIT OF ITS PATIENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR A NURSING FACILITY, INCLUDING DINING, LIFESTYLE, REHABILITATION, HOUSEKEEPING AND MAINTENANCE SERVICES.Expenses $24,969,455 · revenue $26,803,985
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
- 20-2803956
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $72,258,535
- Income (IRS master file)
- $32,508,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $28,168,449 | $29,980,474 | $72,258,535 | XML |
| 990 | September 2024 | $26,567,229 | $29,163,023 | $76,161,946 | XML |
| 990 | September 2023 | $28,255,084 | $27,416,768 | $74,065,326 | XML |
| 990 | September 2022 | $22,390,251 | $26,454,014 | $72,587,835 | IRS |
| 990 | 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 20-2803956).
Questions about THE LEGACY WILLOW BEND INC
- What is the EIN of THE LEGACY WILLOW BEND INC?
- The employer identification number (EIN) of THE LEGACY WILLOW BEND INC is 20-2803956.
- Is THE LEGACY WILLOW BEND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE LEGACY WILLOW BEND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LEGACY WILLOW BEND 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 THE LEGACY WILLOW BEND 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 THE LEGACY WILLOW BEND 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 THE LEGACY WILLOW BEND INC?
- The 990 for the year ended September 30, 2025 names MELISSA ORTH.
- Who are the officers and directors of THE LEGACY WILLOW BEND INC?
- The 990 for the year ended September 30, 2025 lists 40 people; 1 received compensation from the organization.
- How much revenue does THE LEGACY WILLOW BEND INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $28,168,449, expenses of $29,980,474 and total assets of $72,258,535 at year end.
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