Totals
- Total revenue
- $34,495,094
- Total expenses
- $40,498,553
- Contributions and grants received
- $1,492,205
- Grants paid
- $0
- Program service revenue
- $31,907,527
- Investment income
- $676,276
- Other revenue
- $419,086
- Total assets, end of year
- $162,228,684
- Total liabilities, end of year
- $170,679,171
- Net assets or fund balances, end of year
- -$8,450,487
- Program services expenses (Part IX)
- $35,748,573
- Management and general expenses
- $4,749,980
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $35,748,573
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$1,475,753
-
1f · All other contributions, gifts and grants
$16,452
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $31,907,527 · related or exempt $31,907,527
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $676,276 · excluded $676,276
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11a · Other revenue: SUNDRY INCOME
total $315,399 · related or exempt $315,399
-
11b · Other revenue: NONREFUNDABLE ENTRANCE FEES
total $103,687 · related or exempt $103,687
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$419,086
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $14,468,106 · program services $13,012,154 · management and general $1,455,952
-
8 · Pension plan contributions
total $169,485 · program services $152,182 · management and general $17,303
-
9 · Other employee benefits
total $1,031,209 · program services $925,933 · management and general $105,276
-
10 · Payroll taxes
total $1,049,672 · program services $942,511 · management and general $107,161
-
11a · Fees: management
total $1,602,006 · management and general $1,602,006
-
11b · Fees: legal
total $172,896 · management and general $172,896
-
11c · Fees: accounting
total $86,236 · management and general $86,236
-
11d · Fees: lobbying
total $0 · management and general $0
-
11f · Fees: investment management
total $9,209 · management and general $9,209
-
11g · Fees: other
total $1,317,591 · program services $893,911 · management and general $423,680 · fundraising $0
-
12 · Advertising and promotion
total $349,167 · program services $310,464 · management and general $38,703
-
13 · Office expenses
total $597,859 · program services $531,590 · management and general $66,269
-
14 · Information technology
total $288,131 · program services $256,194 · management and general $31,937
-
15 · Royalties
total $0 · program services $0 · management and general $0
-
16 · Occupancy
total $1,114,145 · program services $1,025,468 · management and general $88,677
-
17 · Travel
total $21,775 · program services $19,361 · management and general $2,414
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0
-
19 · Conferences, conventions and meetings
total $260,012 · program services $231,191 · management and general $28,821
-
20 · Interest
total $8,458,335 · program services $8,458,335 · management and general $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0
-
22 · Depreciation, depletion and amortization
total $4,933,389 · program services $4,893,837 · management and general $39,552
-
23 · Insurance
total $635,968 · program services $585,350 · management and general $50,618
-
24a · Other expenses: FOOD
total $2,282,537 · program services $2,029,532 · management and general $253,005
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $726,589 · program services $646,051 · management and general $80,538
-
24c · Other expenses: MEDICAL SUPPLIES
total $422,711 · program services $375,856 · management and general $46,855
-
24d · Other expenses: BAD DEBT EXPENE
total $114,743 · program services $114,743 · management and general $0
-
24e · All other expenses
total $386,782 · program services $343,910 · management and general $42,872 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,156,431 · end of year $5,326,588
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $403,545 · end of year $336,511
-
4 · Accounts receivable
beginning of year $796,592 · end of year $992,852
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0
-
8 · Inventories for sale or use
beginning of year $102,863 · end of year $5,265
-
9 · Prepaid expenses and deferred charges
beginning of year $335,161 · end of year $336,418
-
10a · Land, buildings and equipment: cost or other basis
$159,798,520
-
10b · Land, buildings and equipment: accumulated depreciation
$18,442,991
-
10c · Land, buildings and equipment, net
beginning of year $145,860,900 · end of year $141,355,529
-
11 · Investments: publicly traded securities
beginning of year $11,254,337 · end of year $12,598,235
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $2,187,252 · end of year $1,277,286
-
17 · Accounts payable and accrued expenses
beginning of year $4,205,997 · end of year $4,436,964
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $147,843 · end of year $104,919
-
20 · Tax-exempt bond liabilities
beginning of year $66,734,724 · end of year $66,837,094
-
21 · Escrow or custodial account liability
beginning of year $5,000 · end of year $5,000
-
22 · Loans and payables to officers and key people
beginning of year $13,780,000 · end of year $13,545,000
-
23 · Secured mortgages and notes payable
beginning of year $70,537,150 · end of year $68,433,278
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $11,610,356 · end of year $17,316,916
-
27 · Net assets without donor restrictions
beginning of year -$1,923,989 · end of year -$8,450,487
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
DEVELOP A CONTINUING CARE RETIREMENT COMMUNITY THAT WILL PROVIDE A CONTINUUM OF CARE, AND THEN SERVE SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE.
Activities or mission (Part I)
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.
-
1. OPERATED AN INDEPENDENT LIVING FACILITY FOR THE BENEFIT OF ITS INDEPENDENT LIVING RESIDENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR AN INDEPENDENT LIVING FACILITY, INCLUDING DINING, LIFESTYLE, HOUSEKEEPING AND MAINTENANCE SERVICES. 2. OPERATED AN ASSISTED LIVING FACILITY AND MEMORY SUPPORT FACILITY FOR THE BENEFIT OF ITS RESIDENTS, INCLUDING DINING, LIFESTYLE, NURSING, HOUSEKEEPING AND MAINTENANCE SERVICES. 3. OPERATED A NURSING FACILITY FOR THE BENEFIT OF ITS PATIENTS. PROVIDED ALL OF THE SERVICES NECESSARY FOR A NURSING FACILITY, INCLUDING DINING, LIFESTYLE, REHABILITATION, HOUSEKEEPING AND MAINTENANCE SERVICES.
Expenses $35,748,573 · Revenue $32,326,613
As filed on the 2023 return.
Listed in Part VII
-
Irving PrenglerIRVING PRENGLER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Jack BaumJACK BAUM
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Melissa OrthMELISSA 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 KaneMICHAEL KANE
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Aaron HandlerAARON HANDLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Amy JonesAMY JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Bradley LayeBRADLEY LAYE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Carol AaronCAROL AARON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Cary RosselCARY ROSSEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Charmaine LampertCHARMAINE LAMPERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Cindy MoskowitzCINDY MOSKOWITZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Dan PrescottDAN PRESCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Dot HaymannDOT HAYMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Doug FrenchDOUG FRENCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Fraser MarcusFRASER MARCUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Harley CohenHARLEY COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Helene RudbergHELENE RUDBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Igor AltermanIGOR ALTERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jeff RasanskyJEFF RASANSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Jerry RasanskyJERRY RASANSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Josh SkoraJOSH SKORA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Liz LienerLIZ LIENER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael BeckerMICHAEL BECKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael CohenMICHAEL COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Mike FriedmanMIKE FRIEDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Mike WeinbergMIKE WEINBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Neil RubinsteinNEIL RUBINSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Paul GenenderPAUL GENENDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Roy GreenbergROY GREENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Sandy KaufmanSANDY KAUFMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Shirley DavidoffSHIRLEY DAVIDOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Stuart MorseSTUART MORSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Susie CarpSUSIE CARP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Chip BrownleeCHIP BROWNLEE
EXECUTIVE DIRECTOR LMP
- Total calculated
- $198,905
- From this org
- $0
- From related orgs
- $182,900
- Other
- $16,005
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $182,143 related
- Bonus
- $0 + $400 related
- Other
- $0 + $357 related
- Deferred
- $0 + $5,592 related
- Nontaxable benefits
- $0 + $10,413 related
- Filer's total
- $0 + $198,905 related
-
Scott SnortonSCOTT SNORTON
CFO START: 7/2024
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
Terry PurchalTERRY 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 AdamALYSSA 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 WalsheBRIDGETTE 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 McCoyKARYN 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
-
Mark BlankenshipMARK 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 GeersMATT 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 AndersonRENEE 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, and on a Form 990-PF Part VIII's — 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.
-
THE LEGACY SENIOR COMMUNITIES INC
501(c)(3) · MGMT SVCS · TX
Directly controlled by NA
-
THE LEGACY SENIOR COMMUNITIES FOUNDATION
501(c)(3) · SUPPORT FDTN · TX · controlled entity
Directly controlled by LSC
-
501(c)(3) · HOME HEALTH · TX · controlled entity
Directly controlled by LSC
-
501(c)(3) · RETIREMENT CO · TX · controlled entity
Directly controlled by LSC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501999349300340
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.