THE LEGACY WILLOW BEND INC (EIN 202803956) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Phone

9724686171

Tax Period

2023-10-01 to 2024-09-30

THE LEGACY WILLOW BEND INC, founded in 2005, is a mid-sized nonprofit in the Human Services sector that reported $26.6M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $648,239

Program Service Revenue $23,759,314

Investment Income $650,027

Other Revenue $1,509,649

TOTAL REVENUE $26,567,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,747,510

Fundraising Expenses $0

Program Expenses $24,156,052

Other Expenses $14,415,513

TOTAL EXPENSES $29,163,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,567,229	$28,255,084	-0.1%
Expenses	$29,163,023	$27,416,768	+0.1%
Net Income	$-2,595,794	$838,316	-4.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

424

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,272,191

Total Directors

$791,125

Key Employees

$441,724

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRVING PRENGLER	CHAIR	1.0	Officer Director	$0	$0	$0
JACK BAUM	Vice Chair	1.0	Officer Director	$0	$0	$0
MELISSA ORTH	PRESIDENT/CEO	11.0	Officer Director	$0	$72,076	$791,125
MICHAEL KANE	Secretary	1.0	Officer Director	$0	$0	$0
AARON HANDLER	TRUSTEE	1.0	Director	$0	$0	$0
AMY JONES	TRUSTEE	1.0	Director	$0	$0	$0
BRADLEY LAYE	TRUSTEE	1.0	Director	$0	$0	$0
CAROL AARON	TRUSTEE	1.0	Director	$0	$0	$0
CARY ROSSEL	TRUSTEE	1.0	Director	$0	$0	$0
CHARMAINE LAMPERT	TRUSTEE	1.0	Director	$0	$0	$0
CINDY MOSKOWITZ	TRUSTEE	1.0	Director	$0	$0	$0
DAN PRESCOTT	TRUSTEE	1.0	Director	$0	$0	$0
DOT HAYMANN	TRUSTEE	1.0	Director	$0	$0	$0
DOUG FRENCH	TRUSTEE	1.0	Director	$0	$0	$0
FRASER MARCUS	TRUSTEE	1.0	Director	$0	$0	$0
HARLEY COHEN	TRUSTEE	1.0	Director	$0	$0	$0
HELENE RUDBERG	TRUSTEE	1.0	Director	$0	$0	$0
IGOR ALTERMAN	TRUSTEE	1.0	Director	$0	$0	$0
JEFF RASANSKY	TRUSTEE	1.0	Director	$0	$0	$0
JERRY RASANSKY	TRUSTEE	1.0	Director	$0	$0	$0
JOSH SKORA	TRUSTEE	2.0	Director	$0	$0	$0
LIZ LIENER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL BECKER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL COHEN	TRUSTEE	1.0	Director	$0	$0	$0
MIKE FRIEDMAN	TRUSTEE	1.0	Director	$0	$0	$0
MIKE WEINBERG	TRUSTEE	1.0	Director	$0	$0	$0
NEIL RUBINSTEIN	TRUSTEE	1.0	Director	$0	$0	$0
PAUL GENENDER	TRUSTEE	1.0	Director	$0	$0	$0
ROY GREENBERG	TRUSTEE	1.0	Director	$0	$0	$0
SANDY KAUFMAN	TRUSTEE	1.0	Director	$0	$0	$0
SHIRLEY DAVIDOFF	TRUSTEE	1.0	Director	$0	$0	$0
STUART MORSE	TRUSTEE	1.0	Director	$0	$0	$0
SUSIE CARP	TRUSTEE	1.0	Director	$0	$0	$0
LAURA LEVY	EXECUTIVE DIRECTOR LWB	39.0	Officer	$0	$13,342	$203,602
SCOTT SNORTON	CFO START: 7/2024	5.0	Officer	$0	$0	$0
TERRY PURCHAL	CFO END: 5/2024	5.0	Officer	$0	$21,679	$277,464
ALYSSA ADAM	CMO	10.0	Key Emp	$0	$27,680	$211,804
BRIDGETTE WALSHE	COO	10.0	Key Emp	$0	$3,398	$229,920
KARYN MCCOY	SR DIRECTOR OF SAFETY SECURITY	10.0	Highest	$0	$10,413	$154,807
LAKEESHA JENKINS	DIRECTOR NURSING	40.0	Highest	$137,971	$2,076	$140,047
MARK BLANKENSHIP	SENIOR DIRECTOR OF FACILITIES	20.0	Highest	$0	$22,669	$169,217
MATT GEERS	SENIOR DIRECTOR OF IT	10.0	Highest	$0	$14,183	$162,391
RENEE ANDERSON	SENIOR DIRECTOR OF HR	10.0	Highest	$0	$4,915	$170,693

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$26,567,229	$29,163,023	$76,161,946	$-2,595,794
2023	$28,255,084	$27,416,768	$74,065,326	$838,316
2022	$22,390,251	$26,454,014	$72,587,835	$-4,063,763
2021	$19,891,349	$22,752,153	$76,781,811	$-2,860,804
2020	$21,553,500	$23,428,258	$81,165,627	$-1,874,758
2019	$20,885,193	$21,792,515	$83,451,505	$-907,322
2018	$20,340,393	$20,835,130	$84,080,325	$-494,737

THE LEGACY WILLOW BEND INC