THE LEGACY WILLOW BEND INC Charity Report

Public IRS 990 nonprofit record

THE LEGACY WILLOW BEND INC

EIN 20-2803956 · Supportive Housing for Older Adults (P75)

What they do

THE LEGACY WILLOW BEND 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.80 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 leaders43 people are listed in the latest report.

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

Money made simple

90.92%of revenue went to mission work82.8% of expenses · Program services

$109.77spent for every $100 of revenueSpending was higher than revenue this year.

18.85%of revenue went to management and office costs17.2% of expenses

$2.61in assets for every $1 spent this yearSome assets cannot be spent right away.

2.4%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 $2,595,794 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $140,047 for LAKEESHA JENKINS (DIRECTOR NURSING). 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$26,567,229

Mission workProgram services$24,156,05290.92% of revenue82.8% of expenses

ManagementOffice and general costs$5,006,97118.85% of revenue17.2% of expenses

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

Total expenses$29,163,023109.77% 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: 82.8% mission · 17.2% management · 0.0% fundraisingTotal expenses: 109.77% of revenue

2022Expense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 97.03% of revenue

2021Expense mix: 88.8% mission · 11.2% management · 0.0% fundraisingTotal expenses: 118.15% of revenue

2020Expense mix: 87.5% mission · 12.5% management · 0.0% fundraisingTotal expenses: 114.38% of revenue

2019Expense mix: 89.0% mission · 11.0% management · 0.0% fundraisingTotal expenses: 108.70% of revenue

2018Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 104.34% of revenue

2017Expense mix: 67.0% mission · 33.0% management · 0.0% fundraisingTotal expenses: 102.43% of revenue

2016Expense mix: 72.1% mission · 27.9% management · 0.0% fundraisingTotal expenses: 97.18% of revenue

Money in and money out

Revenue$26,567,229

Expenses$29,163,023

Annual shortfall $2,595,794 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)$24,156,052 · 82.8% of expenses

Management and office costs$5,006,971 · 17.2% of expenses

See all reported dollar amounts

Revenue$26,567,229

Expenses$29,163,023

Assets$76,161,946

Income$26,567,229

Contributions$648,239

Mission work (program services)$24,156,052

Management and general$5,006,971

Stocks and bonds$13,638,219

Accounting fees$91,146

Investing fees$32,614

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

LAKEESHA JENKINSDIRECTOR NURSING · 40 hrs/week $140,047Base $137,971 · Other $2,076

MELISSA ORTHPRESIDENT/CEO · 11 hrs/week $72,076Base · Other $72,076

ALYSSA ADAMCMO · 10 hrs/week $27,680Base · Other $27,680

MARK BLANKENSHIPSENIOR DIRECTOR OF FACILITIES · 20 hrs/week $22,669Base · Other $22,669

TERRY PURCHALCFO END: 5/2024 · 5 hrs/week $21,679Base · Other $21,679

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

LAURA LEVYEXECUTIVE DIRECTOR LWB · 39 hrs/week $13,342Base · Other $13,342

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

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

BRIDGETTE WALSHECOO · 10 hrs/week $3,398Base · Other $3,398

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 (43)

LAKEESHA JENKINSDIRECTOR NURSING

MELISSA ORTHPRESIDENT/CEO

ALYSSA ADAMCMO

MARK BLANKENSHIPSENIOR DIRECTOR OF FACILITIES

TERRY PURCHALCFO END: 5/2024

MATT GEERSSENIOR DIRECTOR OF IT

LAURA LEVYEXECUTIVE DIRECTOR LWB

KARYN MCCOYSR DIRECTOR OF SAFETY SECURITY

RENEE ANDERSONSENIOR DIRECTOR OF HR

BRIDGETTE WALSHECOO

NEIL RUBINSTEINTRUSTEE

AMY JONESTRUSTEE

MICHAEL BECKERTRUSTEE

MICHAEL COHENTRUSTEE

MICHAEL KANESECRETARY

MIKE FRIEDMANTRUSTEE

MIKE WEINBERGTRUSTEE

LIZ LIENERTRUSTEE

PAUL GENENDERTRUSTEE

ROY GREENBERGTRUSTEE

SANDY KAUFMANTRUSTEE

SCOTT SNORTONCFO START: 7/2024

SHIRLEY DAVIDOFFTRUSTEE

STUART MORSETRUSTEE

SUSIE CARPTRUSTEE

AARON HANDLERTRUSTEE

HELENE RUDBERGTRUSTEE

CARY ROSSELTRUSTEE

CHARMAINE LAMPERTTRUSTEE

CINDY MOSKOWITZTRUSTEE

DAN PRESCOTTTRUSTEE

DOT HAYMANNTRUSTEE

DOUG FRENCHTRUSTEE

FRASER MARCUSTRUSTEE

HARLEY COHENTRUSTEE

BRADLEY LAYETRUSTEE

IGOR ALTERMANTRUSTEE

IRVING PRENGLERCHAIR

JACK BAUMVICE CHAIR

JEFF RASANSKYTRUSTEE

JERRY RASANSKYTRUSTEE

JOSH SKORATRUSTEE

CAROL AARONTRUSTEE

About this charity

Recognized since: January 2006
Location: 6101 Ohio Drive, Plano, TX 75024
County: Collin
In care of: Melissa Orth
Primary officer: Melissa Orth, CFO

How to reach them

WebsiteVisit the charity’s website Emailinfo@thelegacysc.org Phone(972) 468-6171

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Supportive Housing for Older Adults (P75)
IRS tax category: Supportive Housing for Older Adults