LEGACY SENIOR COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY SENIOR COMMUNITIES INC (EIN 03-0435268)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-18
- IRS object ID
- 202511999349300926
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-18T15:20:43+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030435268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGACY SENIOR COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 9724686176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8240 MANDERVILLE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melissa Orth | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 9724686176 | PhoneNum |
| Signature | 2025-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA ORTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8240 MANDERVILLE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,338,637 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | THELEGACYSENIORCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | LSC 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $586,067 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,941,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,338,573 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $64 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,532,103 | PYTotalRevenueAmt |
| CY Total Revenue | $3,338,637 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,228,943 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,762,741 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $791,683 | PYOtherExpensesAmt |
| CY Other Expenses | $734,066 | CYOtherExpensesAmt |
| PY Total Expenses | $3,020,626 | PYTotalExpensesAmt |
| CY Total Expenses | $3,496,807 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $511,477 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$158,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $944,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $925,122 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $447,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $585,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $497,210 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $339,866 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,137,184 | ExpenseAmt |
| Revenue | $3,338,573 | RevenueAmt |
| Desc | PROVIDE MANAGEMENT SERVICES TO THE LEGACY WILLOW BEND, INC. AND THE LEGACY MIDTOWN PARK, INC. (BOTH NONPROFIT CONTINUING CARE RETIREMENT COMMUNITIES) AND THE LEGACY AT HOME, INC. (A NONPROFIT HOME HEALTHCARE COMPANY). | Desc |
| Total Program Service Expenses | $3,137,184 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Snorton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9724686176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8240 MANDERVILLE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| IRVING PRENGLER | |||||||||
| CHAIR | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACK BAUM | |||||||||
| VICE CHAIR | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA ORTH | |||||||||
| PRESIDENT/CEO | 11.0 | 29.0 | Yes (X) | Yes (X) | $719,049 | $0 | $72,076 | ||
| MICHAEL KANE | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AARON HANDLER | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| AMY JONES | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY LAYE | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL AARON | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| CARY ROSSEL | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARMAINE LAMPERT | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| CINDY MOSKOWITZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN PRESCOTT | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| DOT HAYMANN | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| DOUG FRENCH | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| FRASER MARCUS | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| HARLEY COHEN | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| HELENE RUDBERG | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| IGOR ALTERMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF RASANSKY | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY RASANSKY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSH SKORA | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LIZ LIENER | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BECKER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL COHEN | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MIKE FRIEDMAN | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MIKE WEINBERG | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NEIL RUBINSTEIN | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL GENENDER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROY GREENBERG | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| SANDY KAUFMAN | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY DAVIDOFF | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| STUART MORSE | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE CARP | |||||||||
| TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SNORTON | |||||||||
| CFO START: 7/2024 | 20.0 | 20.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRY PURCHAL | |||||||||
| CFO END: 5/2024 | 20.0 | 20.0 | Yes (X) | $255,785 | $0 | $21,679 | |||
| ALYSSA ADAM | |||||||||
| CMO | 10.0 | 30.0 | $184,124 | $0 | $27,680 | Yes (X) | |||
| BRIDGETTE WALSHE | |||||||||
| COO | 10.0 | 30.0 | $226,522 | $0 | $3,398 | Yes (X) | |||
| CHIP BROWNLEE | |||||||||
| EXECUTIVE DIRECTOR LMP | 1.0 | 39.0 | $182,900 | $0 | $16,005 | Yes (X) | |||
| JESSICA HAECKER | |||||||||
| EXECUTIVE DIRECTOR LAH | 1.0 | 39.0 | $171,312 | $0 | $2,463 | Yes (X) | |||
| LAURA LEVY | |||||||||
| EXECUTIVE DIRECTOR LWB | 1.0 | 39.0 | $190,260 | $0 | $13,342 | Yes (X) | |||
| ANDREA STATMAN | |||||||||
| SR DIRECTOR OF DEVELOPMENT | 20.0 | 20.0 | $145,343 | $0 | $2,177 | Yes (X) | |||
| KARYN MCCOY | |||||||||
| SR DIRECTOR OF SAFETY SECURITY | 10.0 | 30.0 | $144,394 | $0 | $10,413 | Yes (X) | |||
| MARK BLANKENSHIP | |||||||||
| SENIOR DIRECTOR OF FACILITIES | 0.0 | 40.0 | $146,548 | $0 | $22,669 | Yes (X) | |||
| MATT GEERS | |||||||||
| SENIOR DIRECTOR OF IT | 10.0 | 30.0 | $148,208 | $0 | $14,183 | Yes (X) | |||
| RENEE ANDERSON | |||||||||
| SENIOR DIRECTOR OF HR | 10.0 | 30.0 | $165,778 | $0 | $4,915 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,680,223 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14224 DALLAS PARKWAY | AddressLine1Txt |
| Address Line2 | SUITE 400 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING | ServicesDesc |
| Compensation | $123,310 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES FROM RELATED ENTITIES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,338,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,338,573 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,338,573 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64 | TotalRevenueColumnAmt |
| Exclusion | $64 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,338,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,338,573 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,377 | TotalAmt |
| Program Services | $2,000,965 | ProgramServicesAmt |
| Management And General | $146,412 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,839 | TotalAmt |
| Program Services | $140,555 | ProgramServicesAmt |
| Management And General | $10,284 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,926 | TotalAmt |
| Program Services | $95,908 | ProgramServicesAmt |
| Management And General | $7,018 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,666 | TotalAmt |
| Program Services | $57,462 | ProgramServicesAmt |
| Management And General | $4,204 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,933 | TotalAmt |
| Program Services | $279,483 | ProgramServicesAmt |
| Management And General | $20,450 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,242 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $48,242 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,880 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,880 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,952 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $55,952 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,954 | TotalAmt |
| Program Services | $92,207 | ProgramServicesAmt |
| Management And General | $6,747 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,247 | TotalAmt |
| Program Services | $57,071 | ProgramServicesAmt |
| Management And General | $4,176 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,626 | TotalAmt |
| Program Services | $27,606 | ProgramServicesAmt |
| Management And General | $2,020 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,561 | TotalAmt |
| Program Services | $64,818 | ProgramServicesAmt |
| Management And General | $4,743 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,653 | TotalAmt |
| Program Services | $16,449 | ProgramServicesAmt |
| Management And General | $1,204 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,863 | TotalAmt |
| Program Services | $42,736 | ProgramServicesAmt |
| Management And General | $3,127 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,011 | TotalAmt |
| Program Services | $30,760 | ProgramServicesAmt |
| Management And General | $2,251 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,833 | TotalAmt |
| Program Services | $69,731 | ProgramServicesAmt |
| Management And General | $5,102 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EMPLOYEE RELATIONS | $67,509 | $62,906 | $4,603 |
| DUES AND LICENSES | $58,215 | $54,246 | $3,969 |
| BANK CHARGES & OTHER FEES | $26,388 | $24,589 | $1,799 |
| Supplies | $9,330 | $8,694 | $636 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,802 | TotalAmt |
| Program Services | $10,998 | ProgramServicesAmt |
| Management And General | $804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,496,807 | TotalAmt |
| Program Services | $3,137,184 | ProgramServicesAmt |
| Management And General | $359,623 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,069 | BOYAmt |
| EOY | $48,102 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,027 | BOYAmt |
| EOY | $416,027 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,631 | BOYAmt |
| EOY | $61,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $788,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $674,602 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,940 | BOYAmt |
| EOY | $113,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,643 | BOYAmt |
| EOY | $53,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,410 | BOYAmt |
| EOY | $231,418 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,720 | BOYAmt |
| EOY | $925,122 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,363 | BOYAmt |
| EOY | $347,297 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,147 | BOYAmt |
| EOY | $237,959 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,510 | BOYAmt |
| EOY | $585,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,210 | BOYAmt |
| EOY | $339,866 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,210 | BOYAmt |
| EOY | $339,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,720 | BOYAmt |
| EOY | $925,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$158,170 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $826 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE LEGACY WILLOW BEND INC | ||||
| 202803956 | 9 | Yes (true) | $0 | $1,200,225 |
| THE LEGACY MIDTOWN PARK INC | ||||
| 472890521 | 9 | Yes (true) | $0 | $1,602,006 |
| THE LEGACY AT HOME INC | ||||
| 272578115 | 9 | Yes (true) | $0 | $536,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $3,338,573 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee | ALL ENTITIES HAVE THE LEGACY SENIOR COMMUNITIES, INC. AS A SOLE MEMBER. THE CHAIRPERSON AND PRESIDENT OF THE MEMBER HAS THE POWER TO APPOINT THE OFFICERS, DIRECTORS OR TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS. |
| Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities | THE LEGACY SENIOR COMMUNITIES, INC. PROVIDES GENERAL OVERSIGHT OF MISSION AND PROGRAMS FOR EACH ORGANIZATION. ANY SIGNIFICANT CHANGE/ADDITION TO SUPPORTED ORGANIZATION PROGRAMS IS APPROVED BY THE LEGACY SENIOR COMMUNITIES, INC. BOARD. BOARD MEMBERS OF SUPPORTED ORGANIZATION BOARDS ARE APPOINTED BY THE CHAIRPERSON AND PRESIDENT OF THE LEGACY SENIOR COMMUNITIES, INC. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $720,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $666,269 | DepreciationAmt |
| Book Value | $54,499 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $67,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,333 | DepreciationAmt |
| Book Value | $59,280 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $113,779 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLES | $222,914 |
| DEPOSITS | $8,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $231,418 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE | Desc |
| Amt | $237,959 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $237,959 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MELISSA ORTH | ||||||||||||||
| PRESIDENT/CEO | $719,049 | $0 | $0 | $0 | $0 | $0 | $58,333 | $0 | $13,743 | $0 | $791,125 | $0 | $0 | $0 |
| TERRY PURCHAL | ||||||||||||||
| CFO END: 5/2024 | $254,895 | $0 | $400 | $0 | $490 | $0 | $7,936 | $0 | $13,743 | $0 | $277,464 | $0 | $0 | $0 |
| ALYSSA ADAM | ||||||||||||||
| CMO | $183,624 | $0 | $500 | $0 | $0 | $0 | $6,091 | $0 | $21,589 | $0 | $211,804 | $0 | $0 | $0 |
| CHIP BROWNLEE | ||||||||||||||
| EXECUTIVE DIRECTOR LMP | $182,143 | $0 | $400 | $0 | $357 | $0 | $5,592 | $0 | $10,413 | $0 | $198,905 | $0 | $0 | $0 |
| JESSICA HAECKER | ||||||||||||||
| EXECUTIVE DIRECTOR LAH | $170,703 | $0 | $500 | $0 | $109 | $0 | $2,463 | $0 | $0 | $0 | $173,775 | $0 | $0 | $0 |
| LAURA LEVY | ||||||||||||||
| EXECUTIVE DIRECTOR LWB | $189,580 | $0 | $500 | $0 | $180 | $0 | $4,842 | $0 | $8,500 | $0 | $203,602 | $0 | $0 | $0 |
| BRIDGETTE WALSHE | ||||||||||||||
| COO | $226,122 | $0 | $400 | $0 | $0 | $0 | $3,398 | $0 | $0 | $0 | $229,920 | $0 | $0 | $0 |
| RENEE ANDERSON | ||||||||||||||
| SENIOR DIRECTOR OF HR | $165,136 | $0 | $500 | $0 | $142 | $0 | $4,915 | $0 | $0 | $0 | $170,693 | $0 | $0 | $0 |
| MARK BLANKENSHIP | ||||||||||||||
| SENIOR DIRECTOR OF FACILITIES | $145,746 | $0 | $600 | $0 | $202 | $0 | $4,738 | $0 | $17,931 | $0 | $169,217 | $0 | $0 | $0 |
| MATT GEERS | ||||||||||||||
| SENIOR DIRECTOR OF IT | $147,538 | $0 | $400 | $0 | $270 | $0 | $3,770 | $0 | $10,413 | $0 | $162,391 | $0 | $0 | $0 |
| KARYN MCCOY | ||||||||||||||
| SR DIRECTOR OF SAFETY SECURITY | $144,144 | $0 | $250 | $0 | $0 | $0 | $0 | $0 | $10,413 | $0 | $154,807 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | THE 457(F) IS A DEFERRED COMPENSATION PLAN THAT ALLOWS LEGACY TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVE WITH A RETIREMENT BENEFIT. ALL CONTRIBUTIONS REMAIN AN ASSET OF THE COMPANY UNTIL DISTRIBUTED. MELISSA ORTH PARTICIPATES IN 457(F) PLAN and received $48,433 for calendar year 2023. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Carol Aaron & Doug French - Family relationship, Jeff Rasansky & Jerry Rasansky - Family relationship |
| 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 DISCLOSES POTENTIAL CONFLICTS TO THE AUDIT AND RISK MANAGEMENT COMMITTEE OF LEGACY SENIOR COMMUNITIES FOR EVALUATION AND RECOMMENDATION FOR ACTION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED ANNUALLY BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND ALSO BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WAS DETERMINED BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. TOP MANAGEMENT APPROVES THE COMPENSATION OF CERTAIN OFFICERS AND KEY EMPLOYEES. ALL COMPENSATION REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILE OR CONTRACT. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE LEGACY WILLOW BEND INC | |||||||||||
| 6101 OHIO DRIVE | PLANO | TX | 75024 | 202803956 | RETIREMENT CO | TX | 501(c)(3) | 10 | LSC | Yes (true) | |
| THE LEGACY SENIOR COMMUNITIES FOUNDATION | |||||||||||
| 8240 MANDERVILLE LANE | DALLAS | TX | 75231 | 752411609 | RAISE FUND | TX | 501(c)(3) | Type I | LSC | Yes (true) | |
| THE LEGACY MIDTOWN PARK INC | |||||||||||
| 8240 MANDERVILLE LANE | DALLAS | TX | 75231 | 472890521 | RETIREMENT CO | TX | 501(c)(3) | 10 | LSC | Yes (true) | |
| THE LEGACY AT HOME INC | |||||||||||
| 6101 OHIO DRIVE | PLANO | TX | 75024 | 272578115 | HOME HEALTH | TX | 501(c)(3) | 10 | LSC | Yes (true) | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE LEGACY WILLOW BEND INC | ||
| L | $1,200,225 | FMV |
| THE LEGACY AT HOME INC | ||
| L | $536,342 | FMV |
| THE LEGACY MIDTOWN PARK INC | ||
| L | $1,602,006 | FMV |