The Legacy Senior Communities

Legal name: The Legacy Willow Bend Inc

Nonprofit profile at a glance

EIN
202803956
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Dallas, TX, US
Phone
9724686171
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults
Affiliation
Judaism

Official website

Reported finances

Revenue
$28,168,449
Expenses
$29,980,474
Assets
$72,258,535
Liabilities
$102,141,100

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

40 people listed

Executive titles in this filing

  • MELISSA ORTH (PRESIDENT/CEO)
  • LAURA LEVY (EXECUTIVE DIRECTOR LWB)

Highest reported compensation

  • MELISSA ORTH (PRESIDENT/CEO): $668,685 total reported compensation
  • BRIDGETTE WALSHE (COO): $240,967 total reported compensation
  • LAURA LEVY (EXECUTIVE DIRECTOR LWB): $210,116 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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 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.

Operating model

Revenue model
Other-operating. 91% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 70
  • Accountability: 98
  • Sustainability: 37
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.9%; rating input score 90
  • Program expense ratio: 83.3%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 14th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 96.6%; rating input score 97; 30th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -6.4%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 2.41; rating input score 68; 68th percentile among comparable filings
  • Liabilities to assets ratio: 1.41; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 1.1%; rating input score 84; 84th percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: -1.9% per year; rating input score 0; 6th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 89.9% of revenue deployed · 83.3% of spending went to programs
  • Governance: 28 of 29 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $25M in reported program spending
  • Leadership: top reported pay $669K · 40 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.5M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 14/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.