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Nonprofiteer
← THE LEGACY SENIOR COMMUNITIES FOUNDATION

Form 990 for tax year 2023

Filed by THE LEGACY SENIOR COMMUNITIES FOUNDATION.

Totals

Total revenue
$2,651,141
Total expenses
$2,519,869
Contributions and grants received
$1,892,014
Grants paid
$2,234,627
Program services expenses (Part IX)
$2,234,627
Management and general expenses
$172,456
Fundraising expenses
$112,786
Program service expenses (Part III)
$2,234,627

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MELISSA ORTH

    PRESIDENT/CEO

    Total calculated
    $791,125
    From this org
    $0
    From related orgs
    $719,049
    Other
    $72,076
    Hours/week
    4 + 36 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

  • SANDY KAUFMAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Amy Korenvaes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRADLEY LAYE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • CAROL AARON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Cindy Spechler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN PRESCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • HELENE RUDBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • IRVING PRENGLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JACK BAUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JEFF RASANSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Linda garner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nate Levine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NEIL RUBINSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Sandy Donsky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STUART MORSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SUSIE CARP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MICHAEL KANE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 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

  • ANDREA STATMAN

    SR DIRECTOR OF DEVELOPMENT

    Total calculated
    $147,520
    From this org
    $0
    From related orgs
    $145,343
    Other
    $2,177
    Hours/week
    20 + 20 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

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
202531999349301518

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