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Nonprofits›The Legacy Willow Bend Inc

Human Services

The Legacy Willow Bend Inc

PLANO, TX

Website

Total revenue

$26.6M

Total expenses

$29.2M

Net assets

—

Grants received

$2.6M

9 grants

EIN

202803956

Tax year

2023

Mission

The lwb exists to provide a continuum of care to seniors and their families with compassion and dignity, while embracing jewish values and upholding highest standards.

Financials

FY 2023

Revenue

Contributions & grants$648K

Program service revenue$23.8M

Investment income$650K

Other revenue$1.5M

Total revenue$26.6M

Expenses

Grants paid—

Salaries & benefits$14.7M

Fundraising—

Other expenses$14.4M

Total expenses$29.2M

Total assets$76.2M

Net assets—

People

43 listed

NameRoleCompensation

JACK BAUM

Vice Chair

Board

—

1 hrs/wk

MELISSA ORTH

PRESIDENT/CEO

Board

—

11 hrs/wk

MICHAEL KANE

Secretary

Board

—

1 hrs/wk

AARON HANDLER

TRUSTEE

Board

—

1 hrs/wk

AMY JONES

TRUSTEE

Board

—

1 hrs/wk

BRADLEY LAYE

TRUSTEE

Board

—

1 hrs/wk

CAROL AARON

TRUSTEE

Board

—

1 hrs/wk

CARY ROSSEL

TRUSTEE

Board

—

1 hrs/wk

CHARMAINE LAMPERT

TRUSTEE

Board

—

1 hrs/wk

CINDY MOSKOWITZ

TRUSTEE

Board

—

1 hrs/wk

DAN PRESCOTT

TRUSTEE

Board

—

1 hrs/wk

DOT HAYMANN

TRUSTEE

Board

—

1 hrs/wk

DOUG FRENCH

TRUSTEE

Board

—

1 hrs/wk

FRASER MARCUS

TRUSTEE

Board

—

1 hrs/wk

HARLEY COHEN

TRUSTEE

Board

—

1 hrs/wk

HELENE RUDBERG

TRUSTEE

Board

—

1 hrs/wk

IGOR ALTERMAN

TRUSTEE

Board

—

1 hrs/wk

JEFF RASANSKY

TRUSTEE

Board

—

1 hrs/wk

JERRY RASANSKY

TRUSTEE

Board

—

1 hrs/wk

JOSH SKORA

TRUSTEE

Board

—

2 hrs/wk

LIZ LIENER

TRUSTEE

Board

—

1 hrs/wk

MICHAEL BECKER

TRUSTEE

Board

—

1 hrs/wk

MICHAEL COHEN

TRUSTEE

Board

—

1 hrs/wk

MIKE FRIEDMAN

TRUSTEE

Board

—

1 hrs/wk

MIKE WEINBERG

TRUSTEE

Board

—

1 hrs/wk

NEIL RUBINSTEIN

TRUSTEE

Board

—

1 hrs/wk

PAUL GENENDER

TRUSTEE

Board

—

1 hrs/wk

ROY GREENBERG

TRUSTEE

Board

—

1 hrs/wk

SANDY KAUFMAN

TRUSTEE

Board

—

1 hrs/wk

SHIRLEY DAVIDOFF

TRUSTEE

Board

—

1 hrs/wk

STUART MORSE

TRUSTEE

Board

—

1 hrs/wk

SUSIE CARP

TRUSTEE

Board

—

1 hrs/wk

LAURA LEVY

EXECUTIVE DIRECTOR LWB

Board

—

39 hrs/wk

SCOTT SNORTON

CFO START: 7/2024

Board

—

5 hrs/wk

TERRY PURCHAL

CFO END: 5/2024

Board

—

5 hrs/wk

IRVING PRENGLER

CHAIR

Board

—

1 hrs/wk

LAKEESHA JENKINS

DIRECTOR NURSING

Staff

$138K

40 hrs/wk

ALYSSA ADAM

CMO

Staff

—

10 hrs/wk

BRIDGETTE WALSHE

COO

Staff

—

10 hrs/wk

KARYN MCCOY

SR DIRECTOR OF SAFETY SECURITY

Staff

—

10 hrs/wk

MARK BLANKENSHIP

SENIOR DIRECTOR OF FACILITIES

Staff

—

20 hrs/wk

MATT GEERS

SENIOR DIRECTOR OF IT

Staff

—

10 hrs/wk

RENEE ANDERSON

SENIOR DIRECTOR OF HR

Staff

—

10 hrs/wk

Independent contractors

TECHSCAPE

LANDSCAPE CARE

$262K

AVS TECHNOLOGY

SECURITY

$206K

HBR TECHNOLOGIES (CO MERIPLEX SOLUTIONS LLC)

IT SUPPORT

$142K

MR AC HEATING & COOLING LLC

HVAC SERVICES

$139K

TEXAS AIR SYSTEMS LLC

HVAC SERVICES

$138K

Grants received

Showing 9 of 9

FromAmountPurposeYear

THE LEGACY SENIOR COMMUNITIES FOUNDATION

$648K

GRATEFUL HEARTS RESIDENT ASSISTANCE

2023

THE LEGACY SENIOR COMMUNITIES FOUNDATION

$596K

GRATEFUL HEARTS resident assistance

2022

THE LEGACY SENIOR COMMUNITIES FOUNDATION

$661K

GRATEFUL HEARTS/resident assistance

2021

COMMUNITIES FOUNDATION OF TEXAS INC

$30K

THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.

2021

THE LEGACY SENIOR COMMUNITIES FOUNDATION

$670K

GRATEFUL HEARTS/resident assistance

2020

JEWISH FEDERATION OF METROPOLITAN

$7K

Grants from Donor Advised Funds - Operating Support

2019

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

$6K

UNRESTRICTED GENERAL SUPPORT

2019

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$5K

For grant recipient's exempt purposes

2019

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$5K

For grant recipient's exempt purposes

2018

Funded by

$2.6M from 5 funders · 9 grants · 2018–2023

The Legacy Senior Communities Foundation

$2.6M · 4 grants · 2020–2023

Communities Foundation Of Texas Inc

$30K · 1 grant · 2021

Fidelity Investments Charitable Gift Fund

$11K · 2 grants · 2018–2019

Jewish Federation Of Metropolitan

$7K · 1 grant · 2019

Morgan Stanley Global Impact Funding Trust Inc

$6K · 1 grant · 2019

Details

EIN202803956

NTEE codeP75

Subsection03

Ruling date2006-03

Formed2005

Employees424

Volunteers11