Civic Intelligence

Dallas Home for Jewish Aged

EIN 75-2411609 • 501(c)3 • Dallas, TX

Profile

The primary purpose of the foundation is to receive and raise funds for the creation and continuation of an endowment fund and to invest and distribute those funds to organizations engaged in providing long term care for the aged and infirmed in the jewish community in north texas, primarily through affiliates of the legacy senior communities, inc., a texas non-profit corporation.

8240 Manderville LaneDallas, TX 75231

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.07x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

5.0%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$791,125

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

50th percentile

4.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$23,239,808

Up $954,147 (+4.3%) from 2023

Liabilities

Up

$181,278

Up $178,780 (+7157%) from 2023

Net Assets

Up

$23,058,530

Up $775,367 (+3.5%) from 2023

Revenue

Down

$2,651,141

Down $5,448,888 (-67%) from 2023

Expenses

Down

$2,519,869

Down $70,184 (-2.7%) from 2023

Net Income

Down

$131,272

Down $5,378,704 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $12,167,783Liabilities 2010: $28,079Net Assets 2010: $12,139,7042010Assets 2011: $12,059,697Liabilities 2011: $112,787Net Assets 2011: $11,946,9102011Assets 2012: $12,407,767Liabilities 2012: $143,218Net Assets 2012: $12,264,5492012Assets 2013: $13,509,023Liabilities 2013: $207,434Net Assets 2013: $13,301,5892013Assets 2014: $13,756,830Liabilities 2014: $211,566Net Assets 2014: $13,545,2642014Assets 2015: $13,219,435Liabilities 2015: $202,822Net Assets 2015: $13,016,6132015Assets 2016: $13,635,563Liabilities 2016: $113,346Net Assets 2016: $13,522,2172016Assets 2017: $14,468,753Liabilities 2017: $9,195Net Assets 2017: $14,459,5582017Assets 2018: $14,771,863Liabilities 2018: $0Net Assets 2018: $14,771,8632018Assets 2019: $17,403,828Liabilities 2019: $0Net Assets 2019: $17,403,8282019Assets 2020: $17,277,747Liabilities 2020: $207,918Net Assets 2020: $17,069,8292020Assets 2021: $19,263,667Liabilities 2021: $110,818Net Assets 2021: $19,152,8492021Assets 2022: $17,375,162Liabilities 2022: $191,757Net Assets 2022: $17,183,4052022Assets 2023: $22,285,661Liabilities 2023: $2,498Net Assets 2023: $22,283,1632023Assets 2024: $23,239,808Liabilities 2024: $181,278Net Assets 2024: $23,058,5302024

Highlighted filing

2024

Assets$23,239,808
Liabilities$181,278
Net Assets$23,058,530

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $358,1542010Expenses 2011: $462,5062011Expenses 2012: $330,6422012Expenses 2013: $343,5292013Revenue 2014: $887,516Expenses 2014: $329,422Net Income 2014: $558,0942014Revenue 2015: $713,164Expenses 2015: $386,225Net Income 2015: $326,9392015Revenue 2016: $496,022Expenses 2016: $356,460Net Income 2016: $139,5622016Revenue 2017: $2,759,679Expenses 2017: $379,041Net Income 2017: $2,380,6382017Revenue 2018: $492,200Expenses 2018: $380,283Net Income 2018: $111,9172018Revenue 2019: $516,864Expenses 2019: $702,759Net Income 2019: -$185,8952019Revenue 2020: $1,363,773Expenses 2020: $1,286,564Net Income 2020: $77,2092020Revenue 2021: $2,517,698Expenses 2021: $1,956,730Net Income 2021: $560,9682021Revenue 2022: $3,127,909Expenses 2022: $2,523,807Net Income 2022: $604,1022022Revenue 2023: $8,100,029Expenses 2023: $2,590,053Net Income 2023: $5,509,9762023Revenue 2024: $2,651,141Expenses 2024: $2,519,869Net Income 2024: $131,2722024

Highlighted filing

2024

Revenue$2,651,141
Expenses$2,519,869
Net Income$131,272

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.18$23.1$2.65$2.52$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$8.10$2.59$5.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.19$17.2$3.13$2.52$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.11$19.2$2.52$1.96$0.56
2020Summary only. Only limited summary data is available for this year.$17.3$0.21$17.1$1.36$1.29$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.52$0.70$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.49$0.38$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.01$14.5$2.76$0.38$2.38
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.11$13.5$0.50$0.36$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.20$13.0$0.71$0.39$0.33
2014Summary only. Only limited summary data is available for this year.$13.8$0.21$13.5$0.89$0.33$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.21$13.3$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.14$12.3$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.11$11.9$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.03$12.1$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 18, 2025
Return Version
2023v6.0
Gross Receipts
$3,032,173
Mission and Program Overview

Mission

Raise funds for creation and continuation of an endowment. Invest raised funds. Distribute funds to enhance affiliates ability to provide a continuum of care to seniors and their families.

Raise funds for creation and continuation of an endowment. Invest raised funds. Distribute funds to enhance affiliates' ability to provide a continuum of care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,600,367$9,955,533▲ $1,355,166
Other Notes and Loans Receivable, Net$8,110,000$7,990,000▼ $120,000
Pledges and Grants Receivable$3,372,536$2,443,394▼ $929,142
Cash and Non-Interest-Bearing Accounts$1,109,165$1,512,992▲ $403,827
Accounts Receivable$69,167$73,276▲ $4,109
Investments Other Securities$72,925$72,925→ $0
Prepaid Expenses and Deferred Charges$164,122$36,243▼ $127,879
Savings and Temporary Cash Investments$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$22,285,661$23,239,808▲ $954,147
Other Assets Total$787,379$1,155,445▲ $368,066
Liabilities
Other Liabilities$0$155,544▲ $155,544
Accounts Payable and Accrued Expenses$2,498$25,734▲ $23,236
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$2,498$181,278▲ $178,780
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,499,616$14,515,371▲ $15,755
Net Assets With Donor Restrictions$7,783,547$8,543,159▲ $759,612
Total Net Assets Fund Balance$22,283,163$23,058,530▲ $775,367
Total Liabilities and Net Assets / Fund Balance$22,285,661$23,239,808▲ $954,147

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,500$5,500
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,411,444-▲ $678,026$162,399$3,927,071
2022$1,146,563$1,918,325▲ $443,775$97,219$3,411,444
2021$1,368,850-▼ $222,287-$1,146,563
2020$1,134,595-▲ $234,255-$1,368,850
2019$1,081,835$50,000▲ $2,760-$1,134,595
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Andrea StatmanSr Director of DevelopmentPT$147,520$147,520

Board Members and Trustees

NameTitle
Sandy KaufmanChair
Melissa OrthPresident/CEO
Amy KorenvaesTrustee
Bradley LayeTrustee
Carol AaronTrustee
Cindy SpechlerTrustee
Dan PrescottTrustee
Helene RudbergTrustee
Irving PrenglerTrustee
Jack BaumTrustee
Jeff RasanskyTrustee
Linda garnerTrustee
Nate LevineTrustee
Neil RubinsteinTrustee
Sandy DonskyTrustee
Stuart MorseTrustee
Susie CarpTrustee
Terry PurchalCFO END: 5/2024
Scott SnortonCFO START: 7/2024
Michael KaneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,892,014
Program Service Revenue
$0
Investment Income
$1,117,057
Other Revenue
$-357,930
All Other Contributions
$1,436,078
Change in Net Assets
$131,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,234,627
Salaries, Compensation, and Employee Benefits$182,000
Total Fundraising Expense$112,786
Other Expenses$103,242
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,234,627--$2,234,627
Other Salaries and Wages$0$98,747$83,253$182,000
Fees for Service Investment Mgmnt Fees$0$37,114$0$37,114
Fees for Services Other$0$0$29,533$29,533
Office Expenses-$29,051-$29,051
Fees for Services Accounting$0$7,544$0$7,544
Total Functional Expenses$2,234,627$172,456$112,786$2,519,869
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Legacy Midtown Park IncDallas, TX501(c) (3)Grateful Hearts Resident Assistance$1,475,752
The Legacy Willow Bend IncPlano, TX501(c) (3)Grateful Hearts Resident Assistance$648,238
The Legacy at HomeDallas, TX501(c) (3)Grateful Hearts Resident Assistance$110,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$381,032
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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
Intercompany Payables$155,544
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 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

The sole member of the corporation is the legacy senior communities, inc.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The trustees shall be elected collectively by the governing board of the following nonprofit corporations, the legacy willow bend, inc., legacy midtown park, inc. And legacy at home, inc. Who will all collectively elect a simple majority of the trustees. The legacy senior communities, inc. Shall elect the remaining trustees including the chairman of the board.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

The sole member, THE LEGACY SENIOR COMMUNITIES, INC., ELECTS a portion of the TRUSTEES INCLUDING THE CHAIRMAN OF THE BOARD.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The 990 is reviewed by management, an external tax firm, the audit and risk management committee of the legacy senior communities and the organization's governing board before filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Management monitors the policy and may disclose potential conflicts to the audit and risk management committee of the legacy senior communities for evaluation and recommendation for action.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Executive director compensation is determined annually by management based upon local market competition, and also by that person's prior experience and compensation.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

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, Line 19 Required documents available to the public

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
The Legacy Senior Communities Foundation
EIN
75-2411609
Phone
9724686176
Address
8240 MANDERVILLE LANE, DALLAS, TX 75231

Signing Officer

Name
Melissa Orth
Title
President/CEO
Phone
9724686176
Signed
2025-07-18
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Transfer to affiliate - -500000; other reconciling item - -2452;

Form 990, Part V, Line 2A

The sole member, legacy senior communities inc, is the common paymaster and issues all w-2s of the foundation. However, salaries expenses are allocated to the foundation on the functional expense schedule, so we have reported an amount on part v, line 2a.

Financial Statement Notes

Schedule D, Part IV, Line 1B Contributions

Prior year beginning balance of the endowments was restated by an adjustment to the contribution line TO INCLUDE THE ECHAD ENDOWMENT FUND. THIS FUND HAS NOT BEEN INCLUDED IN THE SCHEDULE IN THE PAST, BUT IS A PERMANENTLY RESTRICTED ENDOWMENT HELD BY THE FOUNDATION TO SERVE ITS EXEMPT PURPOSE.

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.

Schedule D, Part V, Line 4 Intended uses of endowment funds

Monies are to be used to support organizations engaged in providing care for the aged in the jewish community in north texas, primarily through affiliates of the legacy senior communities, inc., a texas non-profit corporation.

Raw XML AppendixShowing 400 of 752 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02498
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025734
IRS990/AccountsReceivableGrp/BOYAmt069167
IRS990/AccountsReceivableGrp/EOYAmt073276
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTE FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE.
IRS990/AllOtherContributionsAmt01436078
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Scott Snorton
IRS990/BooksInCareOfDetail/PhoneNum09724686176
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08240 MANDERVILLE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075231
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01109165
IRS990/CashNonInterestBearingGrp/EOYAmt01512992
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContriRptFundraisingEventAmt0455936
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01892014
IRS990/CYGrantsAndSimilarPaidAmt02234627
IRS990/CYInvestmentIncomeAmt01117057
IRS990/CYOtherExpensesAmt0103242
IRS990/CYOtherRevenueAmt0-357930
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0131272
IRS990/CYSalariesCompEmpBnftPaidAmt0182000
IRS990/CYTotalExpensesAmt02519869
IRS990/CYTotalFundraisingExpenseAmt0112786
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02651141
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO THE LEGACY SENIOR COMMUNITIES, INC., THE LEGACY WILLOW BEND, INC., THE LEGACY MIDTOWN PARK, INC., AND THE LEGACY AT HOME, FOR GENERAL SUPPORT OF ELDER CARE FACILITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07783547
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08543159
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/ExpenseAmt02234627
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07544
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt07544
IRS990/FeesForServicesOtherGrp/FundraisingAmt029533
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt029533
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt037114
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037114
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt84.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt104.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt154.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt164.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt174.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1835.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1935.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2020.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt072076
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1921679
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt202177
IRS990/Form990PartVIISectionAGrp/PersonNm0MELISSA ORTH
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDY KAUFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2Amy Korenvaes
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADLEY LAYE
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL AARON
IRS990/Form990PartVIISectionAGrp/PersonNm5Cindy Spechler
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN PRESCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm7HELENE RUDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8IRVING PRENGLER
IRS990/Form990PartVIISectionAGrp/PersonNm9JACK BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFF RASANSKY
IRS990/Form990PartVIISectionAGrp/PersonNm11Linda garner
IRS990/Form990PartVIISectionAGrp/PersonNm12Nate Levine
IRS990/Form990PartVIISectionAGrp/PersonNm13NEIL RUBINSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14Sandy Donsky
IRS990/Form990PartVIISectionAGrp/PersonNm15STUART MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSIE CARP
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL KANE
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOTT SNORTON
IRS990/Form990PartVIISectionAGrp/PersonNm19TERRY PURCHAL
IRS990/Form990PartVIISectionAGrp/PersonNm20ANDREA STATMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0719049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19255785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20145343
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO START: 7/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO END: 5/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR DIRECTOR OF DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0455936
IRS990/FundraisingDirectExpensesAmt0381032
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0380495
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt02234627
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02234627
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02234627
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0380495
IRS990/GrossReceiptsAmt03032173
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0736562
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0736562
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt072925
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt072925
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08600367
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09955533
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt05500
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0RAISE FUNDS FOR CREATION AND CONTINUATION OF AN ENDOWMENT. INVEST RAISED FUNDS. DISTRIBUTES FUNDS TO ENHANCE AFFILIATES' ABILITY TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt022283163
IRS990/NetAssetsOrFundBalancesEOYAmt023058530
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0380495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0380495
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-381032
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-381032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01146547
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014499616
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014515371
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029051
IRS990/OfficeExpensesGrp/TotalAmt029051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0787379
IRS990/OtherAssetsTotalGrp/EOYAmt01155445
IRS990/OtherChangesInNetAssetsAmt0-502452
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0155544
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt083253
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0182000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08110000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07990000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03372536
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02443394
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164122
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036243
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0MELISSA ORTH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05894680
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02284688
IRS990/PYInvestmentIncomeAmt02120979
IRS990/PYOtherExpensesAmt0149740
IRS990/PYOtherRevenueAmt084370
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05509976
IRS990/PYSalariesCompEmpBnftPaidAmt0155625
IRS990/PYTotalExpensesAmt02590053
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08100029
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0131272
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt023102
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023102
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.