Nonprofit · EIN 27-2578115
THE LEGACY AT HOME INC
Tax-exempt · PLANO, TX 75024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $11,439,205 | $10,208,504 | $1,230,701 | $3,219,141 | $432,089 | $2,787,052 |
| September 30, 2024 | 990 | $10,954,779 | $9,830,129 | $1,124,650 | $2,318,247 | $761,896 | $1,556,351 |
| September 30, 2023 | 990 | $10,596,171 | $8,564,557 | $2,031,614 | $1,640,995 | $729,294 | $911,701 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $97,966
- Program service revenue
- $11,341,239
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $6,851,424
- Salaries, compensation and benefits (total)
- $7,813,723
- Professional fundraising fees
- $0
- Legal fees
- $8,383
- Accounting fees
- $35,431
- Occupancy
- $90,968
- Travel
- $87,444
- Program services (functional)
- $7,649,460
- Management and general (functional)
- $2,559,044
Balance sheet and other
- Total assets, start of year
- $2,318,247
- Total assets, end of year
- $3,219,141
- Total liabilities, end of year
- $432,089
- Net assets, end of year
- $2,787,052
- Net assets without donor restrictions
- $2,787,052
- Gross receipts
- $11,439,205
- Employees
- 251
- Volunteers
- 29
- Year formed
- 2010
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 3 | $0 | $591,366 | $77,319 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $0 | $237,405 | $3,562 |
| JESSICA HAECKER | EXECUTIVE DIRECTOR LAH Officer | 39 | $0 | $191,264 | $7,863 |
| CARRIE WHITE | CONTROLLER Highest-paid employee | 10 | $0 | $180,388 | $16,127 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $0 | $152,868 | $14,153 |
| SCOTT SNORTON | CFO Officer | 5 | $0 | $148,934 | $12,291 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $0 | $149,064 | $10,275 |
| HOLLY MORGAN | DIRECTOR OF HOSPICE SERVICES Highest-paid employee | 40 | $123,603 | $0 | $12,151 |
| ALYSSA ADAM | CMO Highest-paid employee | 10 | $0 | $121,545 | $12,864 |
| TERRY PURCHAL | CFO Former | 0 | $0 | $120,876 | $9,323 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK BAUM | VICE CHAIR/CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL KANE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 |
| DOT HAYMANN | TRUSTEE Trustee or director | 1 | $0 |
| DOUG FRENCH | TRUSTEE Trustee or director | 1 | $0 |
| FRASER MARCUS | TRUSTEE Trustee or director | 1 | $0 |
| HARLEY COHEN | TRUSTEE Trustee or director | 1 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 |
| IGOR ALTERMAN | TRUSTEE Trustee or director | 1 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 |
| JERRY RASANSKY | TRUSTEE Trustee or director | 1 | $0 |
| JOSH SKORA | TRUSTEE Trustee or director | 2 | $0 |
| LIZ LIENER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL GENENDER | TRUSTEE Trustee or director | 1 | $0 |
| ROY GREENBERG | TRUSTEE Trustee or director | 1 | $0 |
| SANDY KAUFMAN | TRUSTEE Trustee or director | 1 | $0 |
| SHIRLEY DAVIDOFF | TRUSTEE Trustee or director | 1 | $0 |
| STUART MORSE | TRUSTEE Trustee or director | 1 | $0 |
| SUSIE CARP | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 43 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MELISSA ORTH | PRESIDENT/CEO Trustee or director, Officer | 3 | $0 | $719,049 | $72,076 |
| TERRY PURCHAL | CFO END: 5/2024 Officer | 5 | $0 | $255,785 | $21,679 |
| BRIDGETTE WALSHE | COO Key employee | 10 | $0 | $226,522 | $3,398 |
| ALYSSA ADAM | CMO Key employee | 10 | $0 | $184,124 | $27,680 |
| JESSICA HAECKER | EXECUTIVE DIRECTOR LAH Officer | 39 | $0 | $171,312 | $2,463 |
| RENEE ANDERSON | SENIOR DIRECTOR OF HR Highest-paid employee | 10 | $0 | $165,778 | $4,915 |
| MATT GEERS | SENIOR DIRECTOR OF IT Highest-paid employee | 10 | $0 | $148,208 | $14,183 |
| KARYN MCCOY | SR DIRECTOR OF SAFETY SECURITY Highest-paid employee | 10 | $0 | $144,394 | $10,413 |
| HOLLY MORGAN | DIRECTOR OF HOSPICE SERVICES Highest-paid employee | 40 | $115,022 | $0 | $11,637 |
| FAITH RETSKY | BUSINESS RELATIONS SPECIALIST Highest-paid employee | 40 | $115,807 | $0 | $579 |
| IRVING PRENGLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK BAUM | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL KANE | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON HANDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY LAYE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL AARON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CARY ROSSEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARMAINE LAMPERT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CINDY MOSKOWITZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN PRESCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOT HAYMANN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUG FRENCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRASER MARCUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HARLEY COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HELENE RUDBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| IGOR ALTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY RASANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSH SKORA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LIZ LIENER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BECKER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE WEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL RUBINSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL GENENDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROY GREENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDY KAUFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHIRLEY DAVIDOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STUART MORSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSIE CARP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SNORTON | CFO START: 7/2024 Officer | 5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Melissa Orth | President/CEO Trustee or director, Officer | 3 | $0 | $556,363 | $22,248 |
| Terry Purchal | CFO Officer | 5 | $0 | $247,383 | $20,779 |
| Alyssa Adam | CMO Key employee | 10 | $0 | $176,194 | $26,696 |
| Bridgette M Walshe | COO Key employee | 10 | $0 | $169,954 | $1,772 |
| Laura Zych | Senior Director of Finance Key employee | 10 | $0 | $153,644 | $12,239 |
| Renee Anderson | Senior Director of HR Highest-paid employee | 10 | $0 | $160,348 | $4,043 |
| Jessica Haecker | EXECUTIVE DIRECTOR LAH Key employee | 40 | $0 | $161,120 | $786 |
| Matt Geers | Senior Director of IT Highest-paid employee | 10 | $0 | $143,409 | $13,316 |
| Kahani Antani | Physical Therapist Highest-paid employee | 40 | $126,800 | $0 | $3,795 |
| Karyn McCoy | Sr Direct of Safety Security Highest-paid employee | 10 | $0 | $122,662 | $7,581 |
| Holly Morgan | Director of Hospice Services Highest-paid employee | 40 | $114,486 | $0 | $11,224 |
| Liz Liener | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Shirley Davidoff | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| David Eisenberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dot Haymann | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Helen Risch | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Robert Rosen | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Ruthy Rosenberg | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Cary Rossel | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Maddy Unterberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Fraser Marcus | LSC Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Irving Prengler | LSC Chair Elect Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Harley Cohen | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6101 OHIO DR STE 100, PLANO, TX 75024-2722
- In care of
- % SCOTT SNORTON
- Principal officer (990 for 2024)
- MELISSA ORTH, 6101 OHIO DRIVE 100, PLANO, TX 75024
- Signed the 990
- MELISSA ORTH, PRESIDENT/CEO
- Phone
- (972) 468-6176
- Return prepared by
- FORVIS MAZARS LLP
Mission
THE LEGACY AT HOME, INC. EXISTS TO PROVIDE A VARIETY OF HOME HEALTH SERVICES, INCLUDING HOSPICE, WITH COMPASSION AND DIGNITY WHILE UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE.
Program accomplishments
- THE LEGACY AT HOME, INC. PROVIDED HOME HEALTH SERVICES - PRIVATE DUTY AND SKILLED HOME HEALTH AND HOSPICE SERVICES.Expenses $7,649,460 · revenue $11,341,239
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 27-2578115
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P44)
- Assets (IRS master file)
- $3,219,141
- Income (IRS master file)
- $11,439,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $11,439,205 | $10,208,504 | $3,219,141 | XML |
| 990 | September 2024 | $10,954,779 | $9,830,129 | $2,318,247 | XML |
| 990 | September 2023 | $10,596,171 | $8,564,557 | $1,640,995 | XML |
| 990 | September 2022 | $7,769,034 | $7,557,384 | $1,006,874 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2578115).
Questions about THE LEGACY AT HOME INC
- What is the EIN of THE LEGACY AT HOME INC?
- The employer identification number (EIN) of THE LEGACY AT HOME INC is 27-2578115.
- Is THE LEGACY AT HOME INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to THE LEGACY AT HOME INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LEGACY AT HOME INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE LEGACY AT HOME INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LEGACY AT HOME INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE LEGACY AT HOME INC?
- The 990 for the year ended September 30, 2025 names MELISSA ORTH.
- Who are the officers and directors of THE LEGACY AT HOME INC?
- The 990 for the year ended September 30, 2025 lists 36 people; 1 received compensation from the organization.
- How much revenue does THE LEGACY AT HOME INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $11,439,205, expenses of $10,208,504 and total assets of $3,219,141 at year end.
Other nonprofits in PLANO
- HUMAN COALITION EIN 26-4099950 · last filed 990 for 2025
- THE LEGACY WILLOW BEND INC EIN 20-2803956 · last filed 990 for 2025
- NONPAREIL INSTITUTE EIN 26-3351005 · last filed 990 for 2025
- BOTH ENDS BELIEVING INC EIN 27-2916150 · last filed 990 for 2024
- TEXAS MUSLIM WOMENS FOUNDATION INC EIN 20-3060929 · last filed 990 for 2025
- CITY HOUSE INC EIN 75-2213291 · last filed 990 for 2025
- LIFE WITHOUT LIMBS EIN 37-1511251 · last filed 990 for 2025
- THE JCPENNEY FOUNDATION EIN 75-2966166 · last filed 990 for 2024