What services does this association provide to members?

The organization provides advocacy representation, professional education programs, industry research and resources, networking events, and support services. With $26.6M in annual revenue and 424 employees, it serves members through programs designed to advance professional success and industry interests.

How does the association advocate for the industry?

Advocacy activities include monitoring legislation and regulations affecting members, developing policy positions, and engaging with government officials and agencies. The organization represents member interests before policymakers and promotes positions supporting favorable industry environment and business success.

What professional development opportunities are available?

Members access educational programs including conferences, workshops, webinars, and training courses advancing professional knowledge and skills. The association also provides certifications, publications, and online resources supporting continuous learning and career development.

How can organizations benefit from membership?

Membership benefits include advocacy representation, access to educational programs and industry resources, networking opportunities with peers, participation in standards development, and visibility through association channels. Members gain competitive advantages through knowledge sharing and collective voice in policy matters.

The Legacy Willow Bend Inc

Plano, TX · Founded 2005

Senior affordable housing community serving Plano residents

Primary audience

Professionals

Work area

Industry Support

Topic

Member Services

Contact

Lakeesha Jenkins

Website Contact

About Organization

Based in Plano, TX, The Legacy Willow Bend offers affordable housing options for senior residents in the Plano area. The organization reported $4.1 million in revenue for 2023, providing safe and well-maintained residential communities where older adults with limited resources can live independently while accessing supportive services and amenities.

What They Focus On

Industry Advocacy

Represents member interests in policy processes and advocates for legislative and regulatory positions supporting industry success.

Member Education

Delivers professional development programs, conferences, and resources advancing member knowledge and competencies.

Standards Promotion

Develops and promotes industry standards, best practices, and quality improvement initiatives enhancing professional excellence.

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$26.6M

-6% vs 2022

Expenses (2023)

$29.2M

+6.4% vs 2022

Assets (2023)

$76.2M

+2.8% vs 2022

Employees (2023)

424

+7.6% vs 2022

Year	Revenue	Expenses	Assets	Employees
2023	$26,567,229	$29,163,023	$76,161,946	424
2022	$28,255,084	$27,416,768	$74,065,326	394
2021	$22,390,251	$26,454,014	$72,587,835	363
2020	$19,891,349	$22,752,153	$76,781,811	370
2019	$21,553,500	$23,428,258	$81,165,627	453
2018	$20,885,193	$21,792,515	$83,451,505	425
2017	$20,340,393	$20,835,130	$84,080,325	413

Source: IRS Form 990 filings. All figures in USD.

01

Serve Members

Recruit and engage members providing value through advocacy, education, resources, and networking opportunities.
02

Advocate Industry

Monitor policy issues and advocate for positions supporting member interests and favorable industry environment.
03

Develop Standards

Promote best practices, professional standards, and quality improvement initiatives advancing industry excellence.
04

Share Knowledge

Disseminate research, industry data, and insights informing member operations and strategic decisions.

Programs and Initiatives

Services and programs offered by The Legacy Willow Bend Inc

Member Advocacy

Represents member interests in legislative and regulatory processes affecting industry practices and business environment.

Professional Development

Delivers education programs, conferences, and training advancing member knowledge and professional competencies.

Team & Leadership

Meet the people behind The Legacy Willow Bend Inc.

Bridgette Walshe

Chief Operating Officer

10 hrs/week

Laura Levy

Executive Director | The Legacy Willow Bend

Full-time

Scott Snorton

Chief Financial Officer

5 hrs/week

Jack Baum

Board Chair

Crystal Barnett

Chief of Staff

Jessica Haecker

Executive Director | The Legacy at Home

Barbara Lee

Chief Human Resources Officer

Joy Nance

Executive Director | The Legacy Midtown Park

Andrea Statman

Chief Advancement Officer

Lakeesha Jenkins

Director Nursing

Full-time

Compensation: $137,971

Alyssa Adam

Cmo

10 hrs/week

Karyn McCoy

Sr Director Of Safety Security

10 hrs/week

Mark Blankenship

Senior Director Of Facilities

20 hrs/week

Matt Geers

Senior Director Of It

10 hrs/week

Melissa Orth

President/CEO

11 hrs/week

Renee Anderson

Senior Director Of Hr

10 hrs/week

Terry Purchal

CFO End: 5/2024

5 hrs/week

Milestones

2005

Association Founded

2005

Established to represent industry interests and provide member services supporting professional excellence.

2024

Current Operations

2024

Operating with $26.6M in revenue and 424 staff serving member professionals.

Associated People

Board members, advisors, and key contributors

Board of Directors

Aaron Handler Trustee 1.0 hrs/week

Amy Jones Trustee 1.0 hrs/week

Bradley Laye Trustee 1.0 hrs/week

Carol Aaron Trustee 1.0 hrs/week

Cary Rossel Trustee 1.0 hrs/week

Charmaine Lampert Trustee 1.0 hrs/week

Cindy Moskowitz Trustee 1.0 hrs/week

Dan Prescott Trustee 1.0 hrs/week

Dot Haymann Trustee 1.0 hrs/week

Doug French Trustee 1.0 hrs/week

Fraser Marcus Trustee 1.0 hrs/week

Harley Cohen Trustee 1.0 hrs/week

Helene Rudberg Trustee 1.0 hrs/week

Igor Alterman Trustee 1.0 hrs/week

Irving Prengler Chair 1.0 hrs/week

Jack Baum Vice Chair 1.0 hrs/week

Jeff Rasansky Trustee 1.0 hrs/week

Jerry Rasansky Trustee 1.0 hrs/week

Josh Skora Trustee 2.0 hrs/week

Liz Liener Trustee 1.0 hrs/week

Michael Becker Trustee 1.0 hrs/week

Michael Cohen Trustee 1.0 hrs/week

Michael Kane Secretary 1.0 hrs/week

Mike Friedman Trustee 1.0 hrs/week

Mike Weinberg Trustee 1.0 hrs/week

Neil Rubinstein Trustee 1.0 hrs/week

Paul Genender Trustee 1.0 hrs/week

Roy Greenberg Trustee 1.0 hrs/week

Sandy Kaufman Trustee 1.0 hrs/week

Shirley Davidoff Trustee 1.0 hrs/week

Stuart Morse Trustee 1.0 hrs/week

Susie Carp Trustee 1.0 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$330K

Highest Paid

$140K

Lakeesha Jenkins

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
Lakeesha Jenkins	Director Nursing	$137,971	$2,076	$140,047	40
Melissa Orth	President/CEO	$0	$72,076	$72,076	11
Alyssa Adam	CMO	$0	$27,680	$27,680	10
Mark Blankenship	Senior Director Of Facilities	$0	$22,669	$22,669	20
Terry Purchal	CFO End: 5/2024	$0	$21,679	$21,679	5
Matt Geers	Senior Director Of IT	$0	$14,183	$14,183	10
Laura Levy	Executive Director Lwb	$0	$13,342	$13,342	39
Karyn Mccoy	SR Director Of Safety Security	$0	$10,413	$10,413	10
Renee Anderson	Senior Director Of HR	$0	$4,915	$4,915	10
Bridgette Walshe	COO	$0	$3,398	$3,398	10

Name	Title	Base	Other	Total	Hrs/Wk
Lisa Vellekamp	Sales Director	$111,550	$8,768	$120,318	40
Alyssa Adam	CMO	$0	$26,696	$26,696	10
Melissa Orth	President/CEO	$0	$22,248	$22,248	11
Terry Purchal	CFO	$0	$20,779	$20,779	5
Mark Blankenship	Senior Director Of Facilities	$0	$20,567	$20,567	20
Matt Geers	Senoir Director Of IT	$0	$13,316	$13,316	10
Laura Zych	Senior Director Of Finance	$0	$12,239	$12,239	10
Laura Levy	Executive Director Lwb	$0	$12,108	$12,108	40
Karyn Mccoy	SR Direct Of Safety Security	$0	$7,581	$7,581	10
Renee Anderson	Senior Director Of HR	$0	$4,043	$4,043	10
Bridgette M Walshe	COO	$0	$1,772	$1,772	10

Name	Title	Base	Other	Total	Hrs/Wk
Amanda Robinson	Associate Ed - Health Service	$145,346	$10,996	$156,342	40
Leslie Turner	Director Of Nursing	$108,511	$1,626	$110,137	40
Alyssa Adam	CMO	$0	$25,461	$25,461	10
Melissa Orth	President/CEO	$0	$20,008	$20,008	11
Terry Purchal	CFO	$0	$19,303	$19,303	5
Mark Blankenship	Director Of Facilities	$0	$19,000	$19,000	20
Laura Zych	Director Of Finance	$0	$11,052	$11,052	10
Laura Levy	Executive Director Lwb	$0	$10,811	$10,811	40
Renee Anderson	Human Resources Director	$0	$4,323	$4,323	10

Name	Title	Base	Other	Total	Hrs/Wk
Amanda Robinson	Associate Ed - Health Service	$126,391	$11,037	$137,428	40
Alyssa Adam	CMO	$0	$27,371	$27,371	10
Melissa Orth	President/CEO	$0	$20,884	$20,884	11
Terry Purchal	CFO	$0	$19,284	$19,284	5
Mark Blankenship	Director Of Facilities	$0	$19,079	$19,079	20
Laura Levy	Executive Director Lwb	$0	$12,884	$12,884	40
Laura Zych	Director Of Finance	$0	$12,369	$12,369	10
David Oberschlake	Director Of IT	$0	$10,988	$10,988	10
Renee Anderson	Director Human Resources	$0	$3,939	$3,939	10

Name	Title	Base	Other	Total	Hrs/Wk
Amanda Robinson	Associate Ed - Health Service	$110,679	$10,348	$121,027	40
Alyssa Adam	CMO	$0	$26,456	$26,456	10
Melissa Orth	President/CEO	$0	$20,381	$20,381	11
Laura Levy	Executive Director	$0	$15,714	$15,714	40
Terry Purchal	CFO, Start: 09/19	$0	$13,867	$13,867	5
Renee Anderson	Director Human Resources	$0	$4,097	$4,097	10
Everett Truitt	CFO, End: 09/19	$0	$2,866	$2,866	—

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

COVID-19 PPP Loans

Paycheck Protection Program (2020-2021)

Fully Forgiven

Total Approved

$3.8M

Total Forgiven

$3.9M

101% forgiven

Jobs Retained

492

Loan Details 2 loans

$1,919,500

Forgiven

Forgiven: $1,927,756 100%

Approved Apr 16, 2021

Lender Frost Bank

Jobs Reported 202

Forgiven On Sep 27, 2021

$1,919,500

Forgiven

Forgiven: $1,941,167 100%

Approved Apr 6, 2020

Lender Frost Bank

Jobs Reported 290

Forgiven On Jun 3, 2021

Source: Small Business Administration • Paycheck Protection Program (2020-2021)

Partners & Funders

Grant funding relationships from IRS Form 990 filings

$596K Grants Received

1 Organizations

Top Funders

1 total

The Legacy Senior Communities Foundation

$596K

Source: IRS Form 990 Schedule I filings. Amounts may span multiple tax years.

Contact

Get in touch with The Legacy Willow Bend Inc

Phone

(972) 468-6171

Visit Website

6101 Ohio Drive Plano, TX 75024

The Legacy Willow Bend Inc

What They Focus On

Financial Information

How They Work

Serve Members

Advocate Industry

Develop Standards

Share Knowledge

Programs and Initiatives

Member Advocacy

Professional Development

Team & Leadership

Bridgette Walshe

Laura Levy

Scott Snorton

Jack Baum

Crystal Barnett

Jessica Haecker

Barbara Lee

Joy Nance

Andrea Statman

Lakeesha Jenkins

Alyssa Adam

Karyn McCoy

Mark Blankenship

Matt Geers

Melissa Orth

Renee Anderson

Terry Purchal

Milestones

Association Founded

Current Operations

Associated People

Board of Directors

Executive Compensation

COVID-19 PPP Loans

Loan Details 2 loans

Partners & Funders

Top Funders

Related Organizations

Tax-Exempt Affiliates

Contact

Phone