Civic Intelligence

The Legacy at Willow Bend Retirement

990 • Fiscal year 2017 • EIN 20-2803956

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 18, 2018

Organization Profilewww.thelegacywb.org

View Organization Page

6101 Ohio Dr Suite 100Plano, TX 75024

(972) 468-6171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.19x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

4.92x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$718,427

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

38th percentile

2.8%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-4.5%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$85,126,740

Up $2,326,700 (+2.8%) from 2016

Net Assets

Up

-$16,153,357

Up $16,564 (+0.1%) from 2016

Liabilities

Up

$101,280,097

Up $2,310,136 (+2.3%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin49th percentile

Revenue

Down

$20,588,741

Down $967,804 (-4.5%) from 2016

Expenses

Down

$20,007,788

Down $643,669 (-3.1%) from 2016

Net Income

Down

$580,953

Down $324,135 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0-$50MAssets 2010: $94,953,757Liabilities 2010: $99,869,551Net Assets 2010: -$4,915,7942010Assets 2011: $93,209,204Liabilities 2011: $101,531,691Net Assets 2011: -$8,322,4872011Assets 2012: $93,910,719Liabilities 2012: $102,506,422Net Assets 2012: -$8,595,7032012Assets 2013: $94,257,532Liabilities 2013: $103,454,459Net Assets 2013: -$9,196,9272013Assets 2014: $3,000,664Liabilities 2014: $97,670Net Assets 2014: $2,902,9942014Assets 2015: $89,687,784Liabilities 2015: $102,462,656Net Assets 2015: -$12,774,8722015Assets 2016: $82,800,040Liabilities 2016: $98,969,961Net Assets 2016: -$16,169,9212016Assets 2017: $85,126,740Liabilities 2017: $101,280,097Net Assets 2017: -$16,153,3572017Assets 2018: $84,080,325Liabilities 2018: $101,183,037Net Assets 2018: -$17,102,7122018Assets 2019: $83,451,505Liabilities 2019: $102,992,142Net Assets 2019: -$19,540,6372019Assets 2020: $81,165,627Liabilities 2020: $101,944,165Net Assets 2020: -$20,778,5382020Assets 2021: $76,781,811Liabilities 2021: $98,748,835Net Assets 2021: -$21,967,0242021Assets 2022: $72,587,835Liabilities 2022: $100,669,899Net Assets 2022: -$28,082,0642022Assets 2023: $74,065,326Liabilities 2023: $101,450,632Net Assets 2023: -$27,385,3062023Assets 2024: $76,161,946Liabilities 2024: $104,597,664Net Assets 2024: -$28,435,7182024

Highlighted filing

2017

Assets$85,126,740
Liabilities$101,280,097
Net Assets-$16,153,357
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $20,158,8422010Expenses 2011: $19,926,9412011Expenses 2012: $19,184,7922012Expenses 2013: $19,521,6942013Revenue 2014: $4,143,348Expenses 2014: $4,004,561Net Income 2014: $138,7872014Revenue 2015: $19,557,212Expenses 2015: $21,000,271Net Income 2015: -$1,443,0592015Revenue 2016: $21,556,545Expenses 2016: $20,651,457Net Income 2016: $905,0882016Revenue 2017: $20,588,741Expenses 2017: $20,007,788Net Income 2017: $580,9532017Revenue 2018: $20,340,393Expenses 2018: $20,835,130Net Income 2018: -$494,7372018Revenue 2019: $20,885,193Expenses 2019: $21,792,515Net Income 2019: -$907,3222019Revenue 2020: $21,553,500Expenses 2020: $23,428,258Net Income 2020: -$1,874,7582020Revenue 2021: $19,891,349Expenses 2021: $22,752,153Net Income 2021: -$2,860,8042021Revenue 2022: $22,390,251Expenses 2022: $26,454,014Net Income 2022: -$4,063,7632022Revenue 2023: $28,255,084Expenses 2023: $27,416,768Net Income 2023: $838,3162023Revenue 2024: $26,567,229Expenses 2024: $29,163,023Net Income 2024: -$2,595,7942024

Highlighted filing

2017

Revenue$20,588,741
Expenses$20,007,788
Net Income$580,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.1
Gross Receipts
$20,593,087
Mission and Program Overview

Mission

The legacy at willow bend's mission is to develop, provide, operate, and maintain eldercare facilities and healthcare services in accordance with jewish customs and to assist in providing financial assistance to seniors who qualify for residence and services.

To develop, provide, operate and maintain eldercare facilities and healthcare services in accordance with jewish customs & to assist in providing financial assistance to seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$56,586,437$58,451,442▲ $1,865,005
Savings and Temporary Cash Investments$21,996,850$20,204,071▼ $1,792,779
Accounts Receivable$1,322,280$3,432,877▲ $2,110,597
Cash and Non-Interest-Bearing Accounts$561,707$684,182▲ $122,475
Prepaid Expenses and Deferred Charges$70,641$85,841▲ $15,200
Inventories for Sale or Use$50,088$56,290▲ $6,202
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$82,800,040$85,126,740▲ $2,326,700
Other Assets Total$2,212,037$2,212,037→ $0
Liabilities
Other Liabilities$48,594,416$51,075,889▲ $2,481,473
Tax Exempt Bond Liabilities$48,886,379$48,577,487▼ $308,892
Accounts Payable and Accrued Expenses$1,489,166$1,626,721▲ $137,555
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$98,969,961$101,280,097▲ $2,310,136
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,219$1,219→ $0
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-16,171,140$-16,154,576▲ $16,564
Total Net Assets Fund Balance$-16,169,921$-16,153,357▲ $16,564
Total Liabilities and Net Assets / Fund Balance$82,800,040$85,126,740▲ $2,326,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,000,332$15,746,062$66,746,394
Land$6,941,387-$6,941,387
Other Land Buildings$204,880$4,872,724$5,077,604
Equipment$304,843$425,640$730,483
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pamela DuhonSkilled Nursing Facility adminFT$109,271$109,271

Board Members and Trustees

NameTitle
Michael EllentuckPresident
Cindy MoskowitzTrustee
Joe MilkesTrustee
Linda GarnerTrustee
Marc StanleyTrustee
Paul MichaelsTrustee
Brian BarnesCFO
Marilyn IsraelLwb Ed

Highest Paid Contractors

ContractorServicesLocationCompensation
Champion Contractors Services LlRoof repair2300 GREENHILL DR STE 600, Round Rock, TX 78664$4,114,974
Rehab Care Group INCTherapyPO BOX 503534, St Louis, MO 63150$1,426,431
Brandt Companies LLCHvacPO BOX 227351, Dallas, TX 75222-7351$396,322
Hbr TechnologiesIt2305 MIDWAY ROAD, Carrollton, TX 75006$270,188
The Point GroupMKT/Public Relations5949 SHERRY LANE 1800, Dallas, TX 75225$134,088
Revenue and Support

Revenue Composition

Contributions and Grants
$148,239
Program Service Revenue
$18,974,497
Investment Income
$372,493
Other Revenue
$1,093,512
All Other Contributions
$148,239
Change in Net Assets
$580,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,588,741
Revenue Not Reported on Form 990
$-64,389
Total Revenue per Audited Statements
$20,524,352
Total Revenue per Form 990
$20,588,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,458,966
Salaries, Compensation, and Employee Benefits$8,548,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,275,039$604,999-$6,880,038
Depreciation Depletion-$2,172,835-$2,172,835
Interest-$1,842,635-$1,842,635
All Other Expenses$1,339,579--$1,339,579
Other Expenses$1,032,657--$1,032,657
Other Employee Benefits$878,473--$878,473
Fees for Services Management$801,465--$801,465
Payroll Taxes$558,413--$558,413
Advertising-$231,207-$231,207
Insurance-$219,700-$219,700
Current Officers, Directors, Trustees, and Key Employees-$183,136-$183,136
Office Expenses-$156,383-$156,383
Information Technology-$58,262-$58,262
Pension Plan Contributions$48,762--$48,762
Fees for Service Investment Mgmnt Fees-$39,014-$39,014
Fees for Services Legal-$37,982-$37,982
Fees for Services Accounting-$26,871-$26,871
Total Functional Expenses$14,434,764$5,573,024$0$20,007,788

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,007,788
Total Expenses per Audited Statements$20,007,788
Total Expenses per Form 990$20,007,788
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fee Deposit$45,732,392
Nonrefundable Entrance Fee Dep$4,640,821
Current Portion of Payroll Rel$542,568
Resident Deposits in Escrow$135,503
Due to Affiliate$24,605

Bond Issues

BondIssuerIssuedIssue PricePurpose
DThe Legacy at Willow Bend Retirement Community2016-08-04$16,235,000advance refunding of bonds origina
AThe Legacy at Willow Bend Retirement Community2016-08-04$11,620,000advance refunding of bonds origina
CThe Legacy at Willow Bend Retirement Community2016-08-04$4,615,000advance refunding of bonds origina
AThe Legacy at Willow Bend Retirement Community2016-08-04$3,475,000advance refunding of bonds origina
BThe Legacy at Willow Bend Retirement Community2016-08-04$1,000,000advance refunding of bonds origina
DThe Legacy at Willow Bend Retirement Community2016-08-04$1,000,000advance refunding of bonds origina
CThe Legacy at Willow Bend Retirement Community2016-08-04$795,000advance refunding of bonds origina
BThe Legacy at Willow Bend Retirement Community2016-08-04$775,000advance refunding of bonds origina
AThe Legacy at Willow Bend Retirement Community2016-08-04$760,000advance refunding of bonds origina
DThe Legacy at Willow Bend Retirement Community2016-08-04$740,000advance refunding of bonds origina
CThe Legacy at Willow Bend Retirement Community2016-08-04$725,000advance refunding of bonds origina
BThe Legacy at Willow Bend Retirement Community2016-08-04$715,000advance refunding of bonds origina
AThe Legacy at Willow Bend Retirement Community2016-08-04$700,000advance refunding of bonds origina
DThe Legacy at Willow Bend Retirement Community2016-08-04$690,000advance refunding of bonds origina
CThe Legacy at Willow Bend Retirement Community2016-08-04$680,000advance refunding of bonds origina
BThe Legacy at Willow Bend Retirement Community2016-08-04$670,000advance refunding of bonds origina
AThe Legacy at Willow Bend Retirement Community2016-08-04$160,000advance refunding of bonds origina

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$16,235,000$0$0$448,051
A$11,620,000$0$0$320,687
C$4,615,000$0$0$127,364
A$3,475,000$0$0$95,903
B$1,000,000$0$0$27,598
D$1,000,000$0$0$27,598
C$795,000$0$0$21,940
B$775,000$0$0$21,388
A$760,000$0$0$20,974
D$740,000$0$0$20,422
C$725,000$0$0$20,008
B$715,000$0$0$19,732
A$700,000$0$0$19,319
D$690,000$0$0$19,043
C$680,000$0$0$18,767
B$670,000$0$0$18,491
A$160,000$0$160,000$4,416

Bond Financing Compliance

Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Legacy at Willow Bend
EIN
20-2803956
In Care Of
% JANINE COHEN
Phone
9724686171
Address
6101 OHIO DR SUITE 100, PLANO, TX 75024

Signing Officer

Name
Michael Ellentuck
Title
Officer
Phone
9724686171
Signed
2018-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Orth
Formed
2005
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
5
Employees
434
Volunteers
200

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Supplemental Narrative

Additional Explanations

Members or Stockholders of the Organization

“form 990, part vi, line 6: THE SOLE MEMBER OF THE CORPORATION IS THE LEGACY SENIOR COMMUNITIES, INC.”

members, stockholders who may elect one or more members of governing body

“form 990, part vi, line 7a: The Legacy Senior Communities, Inc. ELECTS ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS.”

describe the process used by management &/or governing body to review 990

“form 990, part vi, line 11B: The 990 Return is first reviewed by CFO, then it is distributed to Financial Oversight Committee. After reviewing, CFO and Financial Oversight Committee discuss the tax form with Staff.”

describe the process to monitor transactions for conflicts of interest

“form 990, part vi, line 12c: Trustees, directors and officers are required to submit a Statement of Disclosure upon appointment to the board and thereafter annually. The purpose of this statement is to provide a mechanism for the disclosure of any actual or potential conflicts of interest. Any actual or potential conflicts that arise between annual statement submissions are required to be communicated as soon as possible in writing to the General Counsel. The Conflict of Interest Policy (COI) is explained at the time of issuance for signature. The COI defines disqualified persons and potential conflicts. Any conflicts that arise are reviewed and approved by the board outside of the presence of the individual involved.”

describe the process for determining compensation

“form 990, part vi, lines 15a: Independent consultant data was obtained to determine if compensation for the Company's top executive was comparable with similar sized organizations in the industry.”

avail of gov docs, conflict of interest policy, & fin stmts to gen public

“form 990, part vi, line 19: these documents are provided upon request.”

Other Changes in Net Assets or Fund Balances

“Form 990, page 12, line 9: net permanent transfer of assets to legacy (affiliate) -$500,000”

GOV DECISIONS RESERVED TO Mbrs OR Sh OTHER THan gov body

“form 990, part vi, line 7B: The EXERCISE OF THE FOLLOWING RESERVED POWERS SHALL REQUIRE THE CoNSENT OF THE MEMBER: I.THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION FOR BORROWED MONEY FROM THIRD PARTies II.ANY MERGER,CONSOLIDATION,LIQUIDATION,DISSOLUTION OR SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION III.ANY AQUISITION OR TRANSFER OF ANY INTEREST IN REAL PROPERTY BY THE CORPORATION IV.ANY AQUISITION OR TRANSFER OF ANY INTEREST IN PERSONAL PROPERTY OTHER THAN IN THE ORDINARY COURSE OF BUSINESS”

Financial Statement Notes

Fin 48 (asc 740)

“The internal revenue service has ruled that willow bend is exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3); therefore, it is exempt from federal and state income taxes.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc01.Operated the Legacy at Willow Bend independent living facility on behalf of its residents including all of the services necessary for independent living including housekeeping, dining, maintenance and lifestyle services. 2.Operated the Legacy at Willow Bend assisted living facility on behalf of its residents including all of the services necessary for assisted living including nursing, housekeeping, dining, maintenance and lifestyle services. 3.Operated the Legacy at Willow Bend nursing facility on behalf of its residents including all of the services necessary for nursing including nursing, rehabilitation, housekeeping, dining, maintenance and lifestyle services.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,126,740
Liabilities
$101,280,097
Net assets
-$16,153,357
Revenue
$20,588,741
Expenses
$20,007,788
Net income
$580,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$76.2$105$28.4$26.6$29.2$2.60
2023Summary only. Only limited summary data is available for this year.$74.1$101$27.4$28.3$27.4$0.84
2022Summary only. Only limited summary data is available for this year.$72.6$101$28.1$22.4$26.5$4.06
2021Summary only. Only limited summary data is available for this year.$76.8$98.7$22.0$19.9$22.8$2.86
2020Summary only. Only limited summary data is available for this year.$81.2$102$20.8$21.6$23.4$1.87
2019Summary only. Only limited summary data is available for this year.$83.5$103$19.5$20.9$21.8$0.91
2018Summary only. Only limited summary data is available for this year.$84.1$101$17.1$20.3$20.8$0.49
2017Detailed filing. Detailed filing data is available for this year.$85.1$101$16.2$20.6$20.0$0.58
2016Summary only. Only limited summary data is available for this year.$82.8$99.0$16.2$21.6$20.7$0.91
2015Summary only. Only limited summary data is available for this year.$89.7$102$12.8$19.6$21.0$1.44
2014Summary only. Only limited summary data is available for this year.$3.00$0.10$2.90$4.14$4.00$0.14
2013Summary only. Only limited summary data is available for this year.$94.3$103$9.20$19.5
2012Summary only. Only limited summary data is available for this year.$93.9$103$8.60$19.2
2011Summary only. Only limited summary data is available for this year.$93.2$102$8.32$19.9
2010Summary only. Only limited summary data is available for this year.$95.0$99.9$4.92$20.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $50M-$100M nonprofits