2021-08-16T10:28:32-05:00 2020-09-30 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-10-01 030435268 The Legacy Senior Communities Inc % TERRY PURCHAL LEGA 9724686176 8260 Manderville Lane Suite 300 Dallas TX 75231 TERRY PURCHAL CFO 9724686160 2021-08-16 true Kevin Ensminger P01310558 9727028262 2019 2022-09-23 18:48:47Z X MELISSA ORTH 8260 MANDERVILLE LANE DALLAS TX 75231 1747391 false X THELEGACYSENIORCOMMUNITIES.ORG X 2002 TX LSC 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 45 44 28 44 0 0 572461 399167 945839 1348163 88625 20 250 41 1607175 1747391 0 0 0 0 1464410 1901999 0 0 6624 614494 777295 2078904 2679294 -471729 -931903 843009 477080 737551 403525 105458 73555 X 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 AND HEALTHCARE SERVICES TO THE JEWISH COMMUNITY AND TO PEOPLE OF ALL FAITHS IN NORTH TEXAS. false false 0 1348163 PROVIDE MANAGEMENT SERVICES TO THE LEGACY WILLOW BEND, INC. AND THE LEGACY MIDTOWN PARK, INC. (BOTH NONPROFIT CONTINUING CARE RETIREMENT COMMUNITIES) AND THE LEGACY AT HOME, INC. (A NONPROFIT HOME HEALTHCARE COMPANY). 0 true true false false false false false false false false true false false true false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 10 0 28 true false false false false false false false false false false false false X 45 44 true false false false false false false true true false false true true true true true true true true false X TERRY PURCHAL 9724686176 8260 MANDERVILLE LANE DALLAS TX 75231 X Michael J Ellentuck LMP PD, Former President/CEO 0.0 24.0 X 512477 0 0 Melissa Orth President CEO 11.0 29.0 X X 448467 0 20381 Everett Truitt CFO, END: 09/2019 0.0 0.0 X 191854 0 2866 Alyssa Adam CMO 10.0 30.0 X 158138 0 26456 John Falldine Executive Director LMP 0.0 40.0 X 167952 0 16299 Laura Levy Executive Director LWB 0.0 40.0 X 150451 0 15714 Terry Purchal CFO, Start 09/2019 20.0 20.0 X 146778 0 13867 Jessica Haecker Executive Director LAH 0.0 40.0 X 154101 0 771 Renee Anderson Director Human Resources 10.0 30.0 X 136646 0 4097 Andrea L Statman Director Development 20.0 20.0 X 117466 0 1758 Carol Aaron Past Chair 1.0 2.0 X 0 0 0 Michael Becker DIRECTOR 1.0 0.0 X 0 0 0 Bruce Bernbaum Director 1.0 1.0 X 0 0 0 Harlan Cohen DIRECTOR 1.0 0.0 X 0 0 0 Michael Cohen DIRECTOR 1.0 1.0 X 0 0 0 Seth Davidow DIRECTOR 1.0 0.0 X 0 0 0 Sandy Donsky DIRECTOR 1.0 1.0 X 0 0 0 David Eisenberg DIRECTOR 1.0 1.0 X 0 0 0 Mariam Feist Federation President & CEO 1.0 0.0 X 0 0 0 Doug French DIRECTOR 1.0 1.0 X 0 0 0 Michael Friedman Past Chair 1.0 0.0 X 0 0 0 Linda Garner Director 1.0 2.0 X 0 0 0 Marion Glazer DIRECTOR 1.0 2.0 X 0 0 0 Mike Glazer DIRECTOR 1.0 1.0 X 0 0 0 Robert Goldberg DIRECTOR 1.0 0.0 X 0 0 0 Neil Goldberg DIRECTOR 1.0 1.0 X 0 0 0 Dot Haymann Chair - LAH 1.0 1.0 X 0 0 0 Jack Jacobsen DIRECTOR 1.0 0.0 X 0 0 0 Amy Jones DIRECTOR 1.0 1.0 X 0 0 0 Michael Kane DIRECTOR 1.0 0.0 X 0 0 0 Sandy Kaufman DIRECTOR 1.0 0.0 X 0 0 0 Amy Korenvaes DIRECTOR 1.0 1.0 X 0 0 0 Charmaine Lampert DIRECTOR 1.0 1.0 X 0 0 0 Bradley Laye DIRECTOR 1.0 1.0 X 0 0 0 Sharon Levin DIRECTOR 1.0 1.0 X 0 0 0 Liz Liener DIRECTOR 1.0 1.0 X 0 0 0 Fraser Marcus Vice Chair 1.0 2.0 X X 0 0 0 Paul Michaels Chair - LWB 1.0 1.0 X 0 0 0 Robert Miller Past President 1.0 0.0 X 0 0 0 Stuart Morse Past Chair 1.0 1.0 X 0 0 0 Cindy Moskowitz DIRECTOR 1.0 1.0 X 0 0 0 Robert Pollock Past President 1.0 0.0 X 0 0 0 Stephanie Prescott DIRECTOR 1.0 1.0 X 0 0 0 Jerry Rasansky LSC Chair 1.0 4.0 X X 0 0 0 Gerald Ray Past President 1.0 0.0 X 0 0 0 Helen Risch DIRECTOR 1.0 1.0 X 0 0 0 Herbert Buddy Rosenthal Past President 1.0 1.0 X 0 0 0 AJ Rosmarin Federation Chair 1.0 0.0 X 0 0 0 Cary Rossel Past Chair 1.0 1.0 X 0 0 0 Josh Skora SECRETARY 1.0 4.0 X X 0 0 0 Marc Stanley Past Chair 1.0 1.0 X 0 0 0 Karla Steinberg DIRECTOR 1.0 1.0 X 0 0 0 Mike Weinberg DIRECTOR 1.0 0.0 X 0 0 0 Mark Zale Director 1.0 1.0 X 0 0 0 2184330 0 102209 10 true true false BKD LLP 14241 DALLAS PARKWAY Ste 1100 DALLAS TX 75254 ACCOUNTING FEES 289235 KL GATES LLP 1717 MAIN STREET SUITE 2800 DALLAS TX 75201 PROFESSIONAL FEES 164780 2 11267 387900 399167 Management Fees From Related Entities 900099 1348163 1348163 1348163 20 20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sundry Income 900099 41 41 41 1747391 1348163 61 0 0 0 0 1319374 1319374 0 287596 287596 73510 73510 37515 37515 184004 184004 0 142969 142969 97414 97414 0 0 0 77496 77496 77729 77729 47597 41750 5847 104191 104040 151 0 0 52907 52907 0 21055 21055 0 0 9146 9146 55310 55310 Equipment Rental 19988 19988 Storage Fees 10513 10513 FUNDRAISING EXPENSES 626 626 DUES AND LICENSES 55441 55441 4913 4913 2679294 0 2672670 6624 267911 175500 0 0 872 0 0 0 0 0 0 0 0 0 0 0 19560 62800 625937 551117 83967 74820 43088 79764 0 0 0 0 0 0 427611 84196 843009 477080 393682 403525 0 0 0 0 0 0 0 0 0 0 0 0 100000 0 243869 0 737551 403525 X 44997 13094 60461 60461 105458 73555 843009 477080 X -931903 900000 X false true X true false X X 3 THE LEGACY WILLOW BEND INC 202803956 10 true 0 878399 THE LEGACY MIDTOWN PARK INC 472890521 10 true 0 200000 THE LEGACY AT HOME INC 272578115 10 true 0 269764 3 1348163 true false false false false false false false false false false false false false false true true false X true true SCHEDULE A, PART IV, SECTION E, LINE 3A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES AND PROGRAMS: ALL ENTITIES HAVE THE LEGACY SENIOR COMMUNITIES, INC. AS A SOLE MEMBER. THE CHAIRPERSON AND PRESIDENT OF THE MEMBER HAS THE POWER TO APPOINT THE OFFICERS, DIRECTORS OR TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 3B POWER TO APPOINT OR ELECT A MAJORITY OF THE BOARD: THE LEGACY SENIOR COMMUNITIES, INC. PROVIDES GENERAL OVERSIGHT OF MISSION AND PROGRAMS FOR EACH ORGANIZATION. ANY SIGNIFICANT CHANGE/ADDITION TO SUPPORTED ORGANIZATION PROGRAMS IS APPROVED BY THE LEGACY SENIOR COMMUNITIES, INC. BOARD. BOARD MEMBERS OF SUPPORTED ORGANIZATION BOARDS ARE APPOINTED BY THE CHAIRPERSON AND PRESIDENT OF THE LEGACY SENIOR COMMUNITIES, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 558324 542784 15540 67613 8333 59280 74820 Intercompany Reeivables 84196 84196 SCHEDULE D, PART X, LINE 2 ASC 740 Footnote: MANAGEMENT HAS EVALUATED INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X false true false false false false false false false Melissa Orth President CEO 448467 0 0 0 0 0 8400 0 11981 0 468848 0 0 0 Michael J Ellentuck LMP PD, Former President/CEO 149416 0 15000 0 348061 0 0 0 0 0 512477 0 348061 0 Everett Truitt CFO, END: 09/2019 191100 0 0 0 754 0 2866 0 0 0 194720 0 0 0 John Falldine Executive Director LMP 167802 0 150 0 0 0 5219 0 11080 0 184251 0 0 0 Alyssa Adam CMO 157888 0 250 0 0 0 5333 0 21123 0 184594 0 0 0 Laura Levy Executive Director LWB 149771 0 500 0 180 0 4740 0 10974 0 166165 0 0 0 Jessica Haecker Executive Director LAH 146753 0 7250 0 98 0 771 0 0 0 154872 0 0 0 Terry Purchal CFO, Start 09/2019 146426 0 150 0 202 0 4591 0 9276 0 160645 0 0 0 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. IN SEPTEMBER 2019 A DISTRIBUTION WAS MADE TO MICHAEL ELLENTUCK IN THE AMOUNT OF $348,061. FORM 990, PART VI, SECTION A, LINE 2 RELATIONSHIP: DIRECTORS MARION GLAZER AND MIKE GLAZER HAVE A FAMILY RELATIONSHIP. PAST CHAIR CAROL AARON AND DIRECTOR DOUG FRENCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990: THE 990 IS REVIEWED BY MANAGEMENT, AN EXTERNAL TAX FIRM, THE AUDIT AND RISK MANAGEMENT COMMITTEE AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING CONFLICT OF INTEREST POLICY: MANAGEMENT MONITORS THE POLICY AND DISCLOSES POTENTIAL CONFLICTS TO THE AUDIT AND RISK MANAGEMENT COMMITTEE POTENTIAL CONFLICTS ARE EVALUATED AND DISCLOSED TO THE REST OF THE BOARD FOR APPROPRIATE ACTION TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION: EXECUTIVE DIRECTOR COMPENSATION WAS DETERMINED IN 2019 BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND ALSO BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WAS DETERMINED BY MANAGEMENT BASED UPON LOCAL MARKET COMPETITION, AND BY THAT PERSON'S PRIOR EXPERIENCE AND COMPENSATION. TOP MANAGEMENT APPROVES THE COMPENSATION OF CERTAIN OFFICERS AND KEY EMPLOYEES. ALL COMPENSATION REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILE OR CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS: THE LEGACY AT HOME, INC. MADE PERMANENT TRANSFERS OF ASSETS TO THE ORGANIZATION TOTALING $500,000. The Legacy Senior Communities Foundation made a transfer to the organization totaling $400,000. THE LEGACY Willow Bend Inc 8260 Manderville Lane Dallas TX 75231 202803956 RETIREMENT CO TX 501(C)(3) 10 LSC true The Legacy Senior Communities Foundation 8260 Manderville Lane dallas TX 75231 752411609 RAISE FUND TX 501(C)(3) 12A na false THE LEGACY AT MIDTOWN PARK INC 8260 Manderville Lane Ste 300 dallas TX 75231 472890521 RETIREMENT CO TX 501(C)(3) 10 LSC true THE LEGACY AT HOME INC 8260 Manderville Lane Dallas TX 75231 272578115 HOME HEALTH TX 501(C)(3) 10 LSC true false false true false false false false false false false false true false true true true true true true THE LEGACY WILLOW BEND INC L 878399 FMV THE LEGACY MIDTOWN PARK INC L 200000 FMV THE LEGACY AT HOME INC L 269764 FMV THE LEGACY AT HOME INC S 500000 FMV