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Nonprofit · EIN 31-1679605

LEGACY HEALTHCARE SERVICES INC

Tax-exempt · RALEIGH, NC 27615

Financials

$140.2M$130.6M2023$139.3M$157.8M2024
Revenue Expenses · by fiscal year end
Financials of LEGACY HEALTHCARE SERVICES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$139,332,034$157,847,805-$18,515,771$104,026,009$11,159,620$92,866,389
December 31, 2023990$140,219,956$130,639,186$9,580,770$128,409,923$11,776,294$116,633,629
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$139,332,034
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$2,833,750
Other salaries and wages
$100,198,196
Salaries, compensation and benefits (total)
$115,889,540
Professional fundraising fees
$0
Legal fees
$93,993
Occupancy
$4,443,266
Travel
$663,185
Depreciation
$2,925,161
Program services (functional)
$113,792,266
Management and general (functional)
$44,055,539

Balance sheet and other

Total assets, start of year
$128,409,923
Total assets, end of year
$104,026,009
Total liabilities, end of year
$11,159,620
Net assets, end of year
$92,866,389
Land, buildings and equipment
$190,205
Gross receipts
$139,332,034
Employees
3,118
Volunteers
0
Year formed
1999
State of legal domicile
OH

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
John MurtaBoard Member
Trustee or director
2$0$379,146$7,597
Jeff RyanCEO
Trustee or director, Officer
40$348,264$0$19,472
Joseph SardoniRegional VP of Business Development
Highest-paid employee
40$337,077$0$8,807
Gil WilsonCFO and Treasurer
Trustee or director, Officer
40$281,444$0$18,938
Melissa HaleCOO
Key employee
40$264,947$0$9,053
Charles HaleCIO
Key employee
40$233,572$0$5,463
Jeff FinkSenior VP of HR and Administration
Key employee
40$228,410$0$5,301
Wendi KanuchRegional VP of Business Development
Highest-paid employee
40$213,201$0$19,588
Kathleen DwyerVP of Compliance
Key employee
40$194,042$0$0
Lynette KentgenVP of Operations
Highest-paid employee
40$177,406$0$8,509
Adam SchambachDirector of Revenue Cycle
Highest-paid employee
40$162,072$0$19,472
Luke KontrasVP of Operations
Highest-paid employee
40$177,074$0$0
Joette SpringleSenior Vice President of Business Development
Highest-paid employee
40$140,495$0$20,669
Geoffrey DiekVP of Operations
Key employee, Former
40$75,746$0$0
E Anthony WoodsChair
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
John MurtaBoard Member
Trustee or director
2$0$340,981$7,597
Jeff RyanCEO
Trustee or director, Officer
40$307,332$0$20,122
Joseph SardoniRegional VP of Business Development
Highest-paid employee
40$312,385$0$6,476
Gil WilsonCFO and Treasurer
Trustee or director, Officer
40$254,169$0$19,588
Melissa HaleCOO
Key employee
40$239,288$0$9,703
Jeff FinkSenior VP of HR and Administration
Key employee
40$207,080$0$7,593
Charles HaleCIO
Key employee
40$192,897$0$6,113
Adam SchambachDirector of Revenue Cycle
Highest-paid employee
40$159,971$0$20,122
Wendi KanuchRegional VP of Business Development
Highest-paid employee
40$159,410$0$19,588
Lynette KentgenVP of Operations
Highest-paid employee
40$167,261$0$9,703
Geoffrey DiekVP of Operations
Key employee
40$161,606$0$0
Luke KontrasVP of Operations
Highest-paid employee
40$159,658$0$0
Kathleen DwyerVP of Compliance
Key employee
40$156,113$0$0
E Anthony WoodsChair
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
110 HORIZON DRIVE SUITE 310, RALEIGH, NC 27615-4926
In care of
% W GIL WILSON JR
Principal officer (990 for 2024)
Gil Wilson, 110 Horizon Drive, Suite 310, Raleigh, NC 27615
Signed the 990
Gil Wilson, CFO
Phone
(919) 424-5080

Mission

Improve the health of senior adults so they may live life the way they want to live it through: wellness, education, safety, rehabilitation, caring.

990 for the year ended December 31, 2024

Program accomplishments

  • Legacy Healthcare Services provides physical therapy, occupational therapy, speech language pathology, and wellness services to the geriatric population in assisted living, independent living, continuing care retirement, and memory care communities across the United States. Legacy's corporate office is located in Raleigh, North Carolina. The company also provides services at skilled nursing facilities and in numerous Medicare-certified out-patient clinics under contract arrangement. Legacy's therapeutic techniques and programs incorporate principles of rehabilitation and healthy aging while emphasizing home and community independence. The services provided are both rehabilitative and preventative with a strong component of health and fitness education. Legacy also offers a variety of clinical programs aimed at ensuring that the seniors that are served are provided with every opportunity to live their best life. Legacy's model incorporates the concept that an on-site therapy clinic based in assisted and independent living communities will benefit the residents of those communities. By creating an environment of familiarity and trust, the company's therapists are well-positioned to identify subtle changes in independence. Left unaddressed, these changes may be the tipping point for reduced mobility, advancing isolation, and premature aging.
    Expenses $113,792,266 · revenue $139,332,034

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1679605
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
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E60)
Assets (IRS master file)
$104,026,009
Income (IRS master file)
$139,332,034

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$139,332,034$157,847,805$104,026,009XML
990December 2023$140,219,956$130,639,186$128,409,923XML
990December 2022$131,000,981$119,373,314$127,970,994IRS
990December 2021–––IRS
990December 2020–––IRS
990June 2019–––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 31-1679605).

Questions about LEGACY HEALTHCARE SERVICES INC

What is the EIN of LEGACY HEALTHCARE SERVICES INC?
The employer identification number (EIN) of LEGACY HEALTHCARE SERVICES INC is 31-1679605.
Is LEGACY HEALTHCARE SERVICES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LEGACY HEALTHCARE SERVICES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEGACY HEALTHCARE SERVICES 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 HEALTHCARE SERVICES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEGACY HEALTHCARE SERVICES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LEGACY HEALTHCARE SERVICES INC?
The 990 for the year ended December 31, 2024 names Gil Wilson.
Who are the officers and directors of LEGACY HEALTHCARE SERVICES INC?
The 990 for the year ended December 31, 2024 lists 15 people; 13 received compensation from the organization.
How much revenue does LEGACY HEALTHCARE SERVICES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $139,332,034, expenses of $157,847,805 and total assets of $104,026,009 at year end.

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