THE LEGACY SENIOR COMMUNITIES INC Charity Report

Public IRS 990 nonprofit record

THE LEGACY SENIOR COMMUNITIES INC

EIN 03-0435268 · Single Organization Support (A11)

What they do

THE LEGACY SENIOR COMMUNITIES, INC., EXISTS to 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. THE LEGACY SENIOR COMMUNITIES, INC. DOES THIS BY PROVIDING DEVELOPMENT and MANAGEMENT SERVICES to ITS AFFILIATES. THOSE AFFILIATES PROVIDE SENIOR LIVING, HEALTHCARE SERVICES, and SUPPORT to THE JEWISH COMMUNITY and to PEOPLE of ALL FAITHS IN NORTH TEXAS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders45 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

93.97%of revenue went to mission work89.7% of expenses · Program services

$104.74spent for every $100 of revenueSpending was higher than revenue this year.

10.77%of revenue went to management and office costs10.3% of expenses

$0.26in assets for every $1 spent this yearSome assets cannot be spent right away.

18.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $158,170 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $791,125 for MELISSA ORTH (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,338,637

Mission workProgram services$3,137,18493.97% of revenue89.7% of expenses

ManagementOffice and general costs$359,62310.77% of revenue10.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$3,496,807104.74% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 89.7% mission · 10.3% management · 0.0% fundraisingTotal expenses: 104.74% of revenue

2022Expense mix: 75.3% mission · 24.7% management · 0.0% fundraisingTotal expenses: 85.52% of revenue

2021Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 121.33% of revenue

2020Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 152.81% of revenue

2019Expense mix: 0.0% mission · 99.8% management · 0.2% fundraisingTotal expenses: 153.33% of revenue

2018Expense mix: 0.0% mission · 95.4% management · 4.6% fundraisingTotal expenses: 129.35% of revenue

2017Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 147.48% of revenue

2016Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 135.17% of revenue

Money in and money out

Revenue$3,338,637

Expenses$3,496,807

Annual shortfall $158,170 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,137,184 · 89.7% of expenses

Management and office costs$359,623 · 10.3% of expenses

See all reported dollar amounts

Revenue$3,338,637

Expenses$3,496,807

Assets$925,122

Income$3,338,637

Contributions$628,563

Mission work (program services)$3,137,184

Management and general$359,623

Executive compensation (total)$1,319,374

Stocks and bonds$53,987

Accounting fees$25,880

Investing fees$55,952

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MELISSA ORTHPRESIDENT/CEO · 11 hrs/week $791,125Base $719,049 · Other $72,076

TERRY PURCHALCFO END: 5/2024 · 20 hrs/week $277,464Base $255,785 · Other $21,679

BRIDGETTE WALSHECOO · 10 hrs/week $229,920Base $226,522 · Other $3,398

ALYSSA ADAMCMO · 10 hrs/week $211,804Base $184,124 · Other $27,680

LAURA LEVYEXECUTIVE DIRECTOR LWB · 1 hrs/week $203,602Base $190,260 · Other $13,342

CHIP BROWNLEEEXECUTIVE DIRECTOR LMP · 1 hrs/week $198,905Base $182,900 · Other $16,005

JESSICA HAECKEREXECUTIVE DIRECTOR LAH · 1 hrs/week $173,775Base $171,312 · Other $2,463

RENEE ANDERSONSENIOR DIRECTOR OF HR · 10 hrs/week $170,693Base $165,778 · Other $4,915

MARK BLANKENSHIPSENIOR DIRECTOR OF FACILITIES $169,217Base $146,548 · Other $22,669

MATT GEERSSENIOR DIRECTOR OF IT · 10 hrs/week $162,391Base $148,208 · Other $14,183

KARYN MCCOYSR DIRECTOR OF SAFETY SECURITY · 10 hrs/week $154,807Base $144,394 · Other $10,413

ANDREA STATMANSR DIRECTOR OF DEVELOPMENT · 20 hrs/week $147,520Base $145,343 · Other $2,177

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (45)

MELISSA ORTHPRESIDENT/CEO

TERRY PURCHALCFO END: 5/2024

BRIDGETTE WALSHECOO

ALYSSA ADAMCMO

LAURA LEVYEXECUTIVE DIRECTOR LWB

CHIP BROWNLEEEXECUTIVE DIRECTOR LMP

JESSICA HAECKEREXECUTIVE DIRECTOR LAH

RENEE ANDERSONSENIOR DIRECTOR OF HR

MARK BLANKENSHIPSENIOR DIRECTOR OF FACILITIES

MATT GEERSSENIOR DIRECTOR OF IT

KARYN MCCOYSR DIRECTOR OF SAFETY SECURITY

ANDREA STATMANSR DIRECTOR OF DEVELOPMENT

BRADLEY LAYETRUSTEE

AMY JONESTRUSTEE

MICHAEL BECKERTRUSTEE

MICHAEL COHENTRUSTEE

MICHAEL KANESECRETARY

MIKE FRIEDMANTRUSTEE

MIKE WEINBERGTRUSTEE

NEIL RUBINSTEINTRUSTEE

PAUL GENENDERTRUSTEE

CAROL AARONTRUSTEE

ROY GREENBERGTRUSTEE

SANDY KAUFMANTRUSTEE

SCOTT SNORTONCFO START: 7/2024

SHIRLEY DAVIDOFFTRUSTEE

STUART MORSETRUSTEE

SUSIE CARPTRUSTEE

AARON HANDLERTRUSTEE

DOT HAYMANNTRUSTEE

CARY ROSSELTRUSTEE

LIZ LIENERTRUSTEE

CHARMAINE LAMPERTTRUSTEE

CINDY MOSKOWITZTRUSTEE

JOSH SKORATRUSTEE

DAN PRESCOTTTRUSTEE

JERRY RASANSKYTRUSTEE

JEFF RASANSKYTRUSTEE

JACK BAUMVICE CHAIR

IRVING PRENGLERCHAIR

IGOR ALTERMANTRUSTEE

HELENE RUDBERGTRUSTEE

HARLEY COHENTRUSTEE

FRASER MARCUSTRUSTEE

DOUG FRENCHTRUSTEE

About this charity

Recognized since: January 2003
Location: 8240 MANDERVILLE LANE, DALLAS, TX 75231
County: Dallas
In care of: Melissa Orth
Primary officer: Melissa Orth, President/CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@thelegacysc.org Phone(972) 468-6176

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Single Organization Support (A11)
IRS tax category: Single Organization Support