Totals
- Total revenue
- $28,255,084
- Total expenses
- $27,416,768
- Contributions and grants received
- $3,575,747
- Grants paid
- $0
- Program services expenses (Part IX)
- $23,793,600
- Management and general expenses
- $3,623,168
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $23,793,600
Program services were 86.8% 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
- $578,611
- From this org
- $0
- From related orgs
- $556,363
- Other
- $22,248
- Hours/week
- 11 + 29 related
Schedule J breakdown matched by us
- Base
- not reported + $556,363 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $9,150 related
- Nontaxable benefits
- not reported + $13,098 related
- Filer's total
- not reported + $578,611 related
-
Terry Purchal
CFO
- Total calculated
- $268,162
- From this org
- $0
- From related orgs
- $247,383
- Other
- $20,779
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- not reported + $246,493 related
- Bonus
- not reported + $400 related
- Other
- not reported + $490 related
- Deferred
- not reported + $7,681 related
- Nontaxable benefits
- not reported + $13,098 related
- Filer's total
- not reported + $268,162 related
-
Alyssa Adam
CMO
- Total calculated
- $202,890
- From this org
- $0
- From related orgs
- $176,194
- Other
- $26,696
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- not reported + $175,794 related
- Bonus
- not reported + $400 related
- Other
- not reported
- Deferred
- not reported + $5,866 related
- Nontaxable benefits
- not reported + $20,830 related
- Filer's total
- not reported + $202,890 related
-
Laura Levy
Executive Director LWB
- Total calculated
- $198,835
- From this org
- $0
- From related orgs
- $186,727
- Other
- $12,108
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $186,047 related
- Bonus
- not reported + $500 related
- Other
- not reported + $180 related
- Deferred
- not reported + $4,501 related
- Nontaxable benefits
- not reported + $7,607 related
- Filer's total
- not reported + $198,835 related
-
Bridgette M Walshe
COO
- Total calculated
- $171,726
- From this org
- $0
- From related orgs
- $169,954
- Other
- $1,772
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- not reported + $169,879 related
- Bonus
- not reported + $75 related
- Other
- not reported
- Deferred
- not reported + $1,772 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $171,726 related
-
Laura Zych
Senior Director of Finance
- Total calculated
- $165,883
- From this org
- $0
- From related orgs
- $153,644
- Other
- $12,239
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- not reported + $152,973 related
- Bonus
- not reported + $400 related
- Other
- not reported + $271 related
- Deferred
- not reported + $4,632 related
- Nontaxable benefits
- not reported + $7,607 related
- Filer's total
- not reported + $165,883 related
-
Renee Anderson
Senior Director of HR
- Total calculated
- $164,391
- From this org
- $0
- From related orgs
- $160,348
- Other
- $4,043
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- not reported + $159,852 related
- Bonus
- not reported + $400 related
- Other
- not reported + $96 related
- Deferred
- not reported + $4,043 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $164,391 related
-
Mark Blankenship
Senior Director of Facilities
- Total calculated
- $161,494
- From this org
- $0
- From related orgs
- $140,927
- Other
- $20,567
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- not reported + $140,325 related
- Bonus
- not reported + $400 related
- Other
- not reported + $202 related
- Deferred
- not reported + $4,534 related
- Nontaxable benefits
- not reported + $16,033 related
- Filer's total
- not reported + $161,494 related
-
Matt Geers
Senoir Director of IT
- Total calculated
- $156,725
- From this org
- $0
- From related orgs
- $143,409
- Other
- $13,316
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- not reported + $143,038 related
- Bonus
- not reported + $200 related
- Other
- not reported + $171 related
- Deferred
- not reported + $3,655 related
- Nontaxable benefits
- not reported + $9,661 related
- Filer's total
- not reported + $156,725 related
-
Karyn McCoy
Sr Direct of Safety Security
- Total calculated
- $130,243
- From this org
- $0
- From related orgs
- $122,662
- Other
- $7,581
- Hours/week
- 10 + 30 related
-
Lisa Vellekamp
Sales Director
- Total calculated
- $120,318
- From this org
- $111,550
- From related orgs
- $0
- Other
- $8,768
- Hours/week
- 40
-
Charmaine Lampert
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Susie Carp
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mike Friedman
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike Glazer
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Roy Greenberg
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Elaine Levitt
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy Jones
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Neil Rubinstein
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Fraser Marcus
LSC Chair
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Irving Prengler
LSC Chair Elect
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Harley Cohen
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 4 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 4B
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION: 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 BUT NO PAYMENTS WERE MADE IN FY 2023.
- SCHEDULE J, PART I, LINE 3
- METHODS USED BY RELATED ORGANIZATION TO ESTABLISH COMPENSATION: THE LEGACY SENIOR COMMUNITIES USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - APPROVAL BY MANAGEMENT or BOARD OF THE LEGACY SENIOR COMMUNITIES, INC.
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.
-
501(C)(3) · MGMT SVCS · TX
Directly controlled by NA
-
THE LEGACY SENIOR COMMUNITIES FOUNDATION
501(C)(3) · SUPPORT FDTN · TX
Directly controlled by NA
-
501(C)(3) · RETIREMENT CO · TX · controlled entity
Directly controlled by LSC
-
501(C)(3) · HOME HEALTH · TX · controlled entity
Directly controlled by LSC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402269349301580
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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