Nonprofit · EIN 75-2411609
THE LEGACY SENIOR COMMUNITIES FOUNDATION
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,021,640 | $2,580,993 | $440,647 | $23,450,240 | $25,886 | $23,424,354 |
| September 30, 2024 | 990 | $2,651,141 | $2,519,869 | $131,272 | $23,239,808 | $181,278 | $23,058,530 |
| September 30, 2023 | 990 | $8,100,029 | $2,590,053 | $5,509,976 | $22,285,661 | $2,498 | $22,283,163 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,381,524
- Program service revenue
- $0
- Investment income
- $928,541
- Royalties
- $4,896
- Net gain from sales of assets
- $128,309
- Net income from fundraising events
- -$293,321
- Other revenue
- -$288,425
Expenses
- Grants and similar amounts paid
- $2,132,270
- Other salaries and wages
- $178,732
- Salaries, compensation and benefits (total)
- $179,594
- Professional fundraising fees
- $0
- Accounting fees
- $3,570
- Program services (functional)
- $2,296,297
- Management and general (functional)
- $191,941
- Fundraising (functional)
- $92,755
Balance sheet and other
- Total assets, start of year
- $23,239,808
- Total assets, end of year
- $23,450,240
- Total liabilities, end of year
- $25,886
- Net assets, end of year
- $23,424,354
- Publicly traded securities
- $10,008,188
- Net assets without donor restrictions
- $14,625,863
- Net assets with donor restrictions
- $8,798,491
- Gross receipts
- $4,084,167
- Employees
- 0
- Volunteers
- 29
- Year formed
- 1990
- 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 | 4 | $0 | $591,366 | $77,319 |
| CARRIE WHITE | CONTROLLER Highest-paid employee | 5 | $0 | $180,388 | $16,127 |
| SCOTT SNORTON | CFO Officer | 5 | $0 | $148,934 | $12,291 |
| ANDREA STATMAN | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 20 | $0 | $149,981 | $2,247 |
| TERRY PURCHAL | CFO (FORMER) Former | 0 | $0 | $120,876 | $9,323 |
| CAROL AARON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY KORENVAES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HELENE COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| IRVING PRENGLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK BAUM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LINDA GARNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE BERGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDY DONSKY | TRUSTEE Trustee or director | 1 | $0 |
| SANDY KAUFMAN | 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: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 4 | $0 | $719,049 | $72,076 |
| TERRY PURCHAL | CFO END: 5/2024 Officer | 5 | $0 | $255,785 | $21,679 |
| ANDREA STATMAN | SR DIRECTOR OF DEVELOPMENT Highest-paid employee | 20 | $0 | $145,343 | $2,177 |
| SANDY KAUFMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Amy Korenvaes | 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 |
| Cindy Spechler | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| IRVING PRENGLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK BAUM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Linda garner | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Nate Levine | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL RUBINSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Sandy Donsky | 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 |
| MICHAEL KANE | SECRETARY Officer | 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 | LSC President/CEO Trustee or director, Officer | 4 | $0 | $556,363 | $22,248 |
| Terry Purchal | CFO Officer | 5 | $0 | $247,383 | $20,779 |
| Laura Zych | Senior Director of Finance Key employee | 5 | $0 | $153,644 | $12,239 |
| Andrea Statman | Senior Director Development Highest-paid employee | 20 | $0 | $140,416 | $2,103 |
| SANDY KAUFMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDY DONSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LINDA GARNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARION GLAZER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY KORENVAES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Bradley Laye | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Sharon Levin | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Nate Levine | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Stuart Morse | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Dan Prescott | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Jeff Rasansky | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Helene Rudberg | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Cindy Spechler | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Fraser Marcus | LSC CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Irving Prengler | LSC Chair Elect Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Harley Cohen | SECRETARY Trustee or director, Officer | 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
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.
Program accomplishments
- 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.Expenses $2,296,297 · grants $2,132,270
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 75-2411609
- 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
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D20)
- Assets (IRS master file)
- $23,450,240
- Income (IRS master file)
- $4,084,167
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,021,640 | $2,580,993 | $23,450,240 | XML |
| 990 | September 2024 | $2,651,141 | $2,519,869 | $23,239,808 | XML |
| 990 | September 2023 | $8,100,029 | $2,590,053 | $22,285,661 | XML |
| 990 | September 2022 | $3,127,909 | $2,523,807 | $17,375,162 | IRS |
| 990 | September 2021 | – | – | – | 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 75-2411609).
Questions about THE LEGACY SENIOR COMMUNITIES FOUNDATION
- What is the EIN of THE LEGACY SENIOR COMMUNITIES FOUNDATION?
- The employer identification number (EIN) of THE LEGACY SENIOR COMMUNITIES FOUNDATION is 75-2411609.
- Is THE LEGACY SENIOR COMMUNITIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THE LEGACY SENIOR COMMUNITIES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE LEGACY SENIOR COMMUNITIES FOUNDATION 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 SENIOR COMMUNITIES FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LEGACY SENIOR COMMUNITIES FOUNDATION 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 SENIOR COMMUNITIES FOUNDATION?
- The 990 for the year ended September 30, 2025 names MELISSA ORTH.
- Who are the officers and directors of THE LEGACY SENIOR COMMUNITIES FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does THE LEGACY SENIOR COMMUNITIES FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,021,640, expenses of $2,580,993 and total assets of $23,450,240 at year end.
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