Totals
- Total revenue
- $11,439,205
- Total expenses
- $10,208,504
- Contributions and grants received
- $97,966
- Grants paid
- $0
- Program services expenses (Part IX)
- $7,649,460
- Management and general expenses
- $2,559,044
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,649,460
Program services were 74.9% 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/CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
MELISSA ORTH
PRESIDENT/CEO
- Total calculated
- $668,685
- From this org
- $0
- From related orgs
- $591,366
- Other
- $77,319
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $591,366 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $64,350 related
- Nontaxable benefits
- $0 + $12,969 related
- Filer's total
- $0 + $668,685 related
-
MICHAEL KANE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
AARON HANDLER
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
-
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 + 4 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 + 3 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 COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MIKE FRIEDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 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
-
JESSICA HAECKER
EXECUTIVE DIRECTOR LAH
- Total calculated
- $199,127
- From this org
- $0
- From related orgs
- $191,264
- Other
- $7,863
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $191,155 related
- Bonus
- $0
- Other
- $0 + $109 related
- Deferred
- $0 + $5,753 related
- Nontaxable benefits
- $0 + $2,110 related
- Filer's total
- $0 + $199,127 related
-
SCOTT SNORTON
CFO
- Total calculated
- $161,225
- From this org
- $0
- From related orgs
- $148,934
- Other
- $12,291
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $148,934 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,304 related
- Nontaxable benefits
- $0 + $9,987 related
- Filer's total
- $0 + $161,225 related
-
BRIDGETTE WALSHE
COO
- Total calculated
- $240,967
- From this org
- $0
- From related orgs
- $237,405
- Other
- $3,562
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $237,405 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,562 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $240,967 related
-
ALYSSA ADAM
CMO
- Total calculated
- $134,409
- From this org
- $0
- From related orgs
- $121,545
- Other
- $12,864
- Hours/week
- 10 + 30 related
-
CARRIE WHITE
CONTROLLER
- Total calculated
- $196,515
- From this org
- $0
- From related orgs
- $180,388
- Other
- $16,127
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $180,138 related
- Bonus
- $0 + $250 related
- Other
- $0
- Deferred
- $0 + $5,582 related
- Nontaxable benefits
- $0 + $10,545 related
- Filer's total
- $0 + $196,515 related
-
HOLLY MORGAN
DIRECTOR OF HOSPICE SERVICES
- Total calculated
- $135,754
- From this org
- $123,603
- From related orgs
- $0
- Other
- $12,151
- Hours/week
- 40
-
KARYN MCCOY
SR DIRECTOR OF SAFETY SECURITY
- Total calculated
- $159,339
- From this org
- $0
- From related orgs
- $149,064
- Other
- $10,275
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $148,664 related
- Bonus
- $0 + $400 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $10,275 related
- Filer's total
- $0 + $159,339 related
-
MATT GEERS
SENIOR DIRECTOR OF IT
- Total calculated
- $167,021
- From this org
- $0
- From related orgs
- $152,868
- Other
- $14,153
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $152,182 related
- Bonus
- $0 + $400 related
- Other
- $0 + $286 related
- Deferred
- $0 + $3,878 related
- Nontaxable benefits
- $0 + $10,275 related
- Filer's total
- $0 + $167,021 related
-
TERRY PURCHAL
CFO
- Total calculated
- $130,199
- From this org
- $0
- From related orgs
- $120,876
- Other
- $9,323
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $100,186 related
- Bonus
- $0
- Other
- $0 + $20,690 related
- Deferred
- $0 + $3,735 related
- Nontaxable benefits
- $0 + $5,588 related
- Filer's total
- $0 + $130,199 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
- LEGACY SENIOR COMMUNITIES, INC. DETERMINES THE COMPENSATION OF ALL ITS RELATED ORGANIZATIONS EMPLOYEES. COMPENSATION IS DETERMINED BY COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE; & WRITTEN EMPLOYMENT CONTRACT.
- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
- THE 457(F) IS A DEFERRED COMPENSATION PLAN THAT ALLOWS LEGACY TO CONTRIBUTE MONEY INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVES WITH A RETIREMENT BENEFIT. MELISSA ORTH PARTICIPATES IN THE 457(F) PLAN AND $54,000 WAS DEFERRED FOR CALENDAR YEAR 2024.
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.
-
THE LEGACY SENIOR COMMUNITIES INC
501(C)(3) · MANAGEMENT SERVICES · TX
Directly controlled by NA
-
THE LEGACY SENIOR COMMUNITIES FOUNDATION
501(C)(3) · SUPPORTING FOUNDATION · TX
Directly controlled by THE LEGACY SENIOR COMMUNITIES INC
-
501(C)(3) · RETIREMENT COMMUNITY · TX
Directly controlled by THE LEGACY SENIOR COMMUNITIES INC
-
501(C)(3) · RETIREMENT COMMUNITY · TX
Directly controlled by THE LEGACY SENIOR COMMUNITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.1
- Source object
- 202622189349301857
The source document this was parsed from is served over the API, which is where bulk and document access live.