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Nonprofiteer
← THE LEGACY WILLOW BEND INC

Form 990 for tax year 2023

Filed by THE LEGACY WILLOW BEND INC.

Totals

Total revenue
$26,567,229
Total expenses
$29,163,023
Contributions and grants received
$648,239
Grants paid
$0
Program services expenses (Part IX)
$24,156,052
Management and general expenses
$5,006,971
Fundraising expenses
$0
Program service expenses (Part III)
$24,156,052

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • IRVING PRENGLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • JACK BAUM

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • MELISSA ORTH

    PRESIDENT/CEO

    Total calculated
    $791,125
    From this org
    $0
    From related orgs
    $719,049
    Other
    $72,076
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $719,049 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $58,333 related
    Nontaxable benefits
    $0 + $13,743 related
    Filer's total
    $0 + $791,125 related
  • MICHAEL KANE

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • AARON HANDLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • AMY JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • BRADLEY LAYE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • CAROL AARON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • CARY ROSSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • CHARMAINE LAMPERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • CINDY MOSKOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • DAN PRESCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • DOT HAYMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • DOUG FRENCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • FRASER MARCUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • HARLEY COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • HELENE RUDBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • IGOR ALTERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JEFF RASANSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • JERRY RASANSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JOSH SKORA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • LIZ LIENER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • MICHAEL BECKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • MICHAEL COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • MIKE FRIEDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • MIKE WEINBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • NEIL RUBINSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • PAUL GENENDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ROY GREENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • SANDY KAUFMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • SHIRLEY DAVIDOFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • STUART MORSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • SUSIE CARP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • LAURA LEVY

    EXECUTIVE DIRECTOR LWB

    Total calculated
    $203,602
    From this org
    $0
    From related orgs
    $190,260
    Other
    $13,342
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,580 related
    Bonus
    $0 + $500 related
    Other
    $0 + $180 related
    Deferred
    $0 + $4,842 related
    Nontaxable benefits
    $0 + $8,500 related
    Filer's total
    $0 + $203,602 related
  • SCOTT SNORTON

    CFO START: 7/2024

    Total calculated
    $0
    Hours/week
    5 + 35 related
  • TERRY PURCHAL

    CFO END: 5/2024

    Total calculated
    $277,464
    From this org
    $0
    From related orgs
    $255,785
    Other
    $21,679
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,895 related
    Bonus
    $0 + $400 related
    Other
    $0 + $490 related
    Deferred
    $0 + $7,936 related
    Nontaxable benefits
    $0 + $13,743 related
    Filer's total
    $0 + $277,464 related
  • ALYSSA ADAM

    CMO

    Total calculated
    $211,804
    From this org
    $0
    From related orgs
    $184,124
    Other
    $27,680
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,624 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $6,091 related
    Nontaxable benefits
    $0 + $21,589 related
    Filer's total
    $0 + $211,804 related
  • BRIDGETTE WALSHE

    COO

    Total calculated
    $229,920
    From this org
    $0
    From related orgs
    $226,522
    Other
    $3,398
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,122 related
    Bonus
    $0 + $400 related
    Other
    $0
    Deferred
    $0 + $3,398 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $229,920 related
  • KARYN MCCOY

    SR DIRECTOR OF SAFETY SECURITY

    Total calculated
    $154,807
    From this org
    $0
    From related orgs
    $144,394
    Other
    $10,413
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,144 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,413 related
    Filer's total
    $0 + $154,807 related
  • LAKEESHA JENKINS

    DIRECTOR NURSING

    Total calculated
    $140,047
    From this org
    $137,971
    From related orgs
    $0
    Other
    $2,076
    Hours/week
    40
  • MARK BLANKENSHIP

    SENIOR DIRECTOR OF FACILITIES

    Total calculated
    $169,217
    From this org
    $0
    From related orgs
    $146,548
    Other
    $22,669
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,746 related
    Bonus
    $0 + $600 related
    Other
    $0 + $202 related
    Deferred
    $0 + $4,738 related
    Nontaxable benefits
    $0 + $17,931 related
    Filer's total
    $0 + $169,217 related
  • MATT GEERS

    SENIOR DIRECTOR OF IT

    Total calculated
    $162,391
    From this org
    $0
    From related orgs
    $148,208
    Other
    $14,183
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,538 related
    Bonus
    $0 + $400 related
    Other
    $0 + $270 related
    Deferred
    $0 + $3,770 related
    Nontaxable benefits
    $0 + $10,413 related
    Filer's total
    $0 + $162,391 related
  • RENEE ANDERSON

    SENIOR DIRECTOR OF HR

    Total calculated
    $170,693
    From this org
    $0
    From related orgs
    $165,778
    Other
    $4,915
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,136 related
    Bonus
    $0 + $500 related
    Other
    $0 + $142 related
    Deferred
    $0 + $4,915 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $170,693 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
APPROVAL BY MANAGEMENT OR BOARD OF THE LEGACY SENIOR COMMUNITIES, INC.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
18 July 2025
IRS schema version
2023v6.0
Source object
202531999349300108

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