AUMdb

The Legacy Willow Bend Inc

EIN 202803956 · 501(c)(3) · Public charity · Plano, TX · recognized 2006

Assets
$76.2M
Revenue
$26.6M
Expenses
$29.2M
Investment income
$650K

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Techscape Landscape care $261,533
Avs Technology Security $206,239
Hbr Technologies (Co Meriplex Solutions Llc) It support $141,690
Mr Ac Heating & Cooling Llc Hvac services $138,943
Texas Air Systems Llc Hvac services $138,014

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Melissa Orth President/ceo $719,049 $72,076
Terry Purchal Cfo end: 5/2024 $255,785 $21,679
Bridgette Walshe Coo $226,522 $3,398
Laura Levy Executive director lwb $190,260 $13,342
Alyssa Adam Cmo $184,124 $27,680
Renee Anderson Senior director of hr $165,778 $4,915
Matt Geers Senior director of it $148,208 $14,183
Mark Blankenship Senior director of facilities $146,548 $22,669
Karyn Mccoy Sr director of safety security $144,394 $10,413
Lakeesha Jenkins Director nursing $137,971 $2,076
Michael Becker Trustee $0 $0
Michael Cohen Trustee $0 $0
Mike Friedman Trustee $0 $0
Mike Weinberg Trustee $0 $0
Neil Rubinstein Trustee $0 $0
Paul Genender Trustee $0 $0
Roy Greenberg Trustee $0 $0
Sandy Kaufman Trustee $0 $0
Shirley Davidoff Trustee $0 $0
Stuart Morse Trustee $0 $0
Susie Carp Trustee $0 $0
Scott Snorton Cfo start: 7/2024 $0 $0
Irving Prengler Chair $0 $0
Jack Baum Vice chair $0 $0
Michael Kane Secretary $0 $0
Aaron Handler Trustee $0 $0
Amy Jones Trustee $0 $0
Bradley Laye Trustee $0 $0
Carol Aaron Trustee $0 $0
Cary Rossel Trustee $0 $0
Charmaine Lampert Trustee $0 $0
Cindy Moskowitz Trustee $0 $0
Dan Prescott Trustee $0 $0
Dot Haymann Trustee $0 $0
Doug French Trustee $0 $0
Fraser Marcus Trustee $0 $0
Harley Cohen Trustee $0 $0
Helene Rudberg Trustee $0 $0
Igor Alterman Trustee $0 $0
Jeff Rasansky Trustee $0 $0
Jerry Rasansky Trustee $0 $0
Josh Skora Trustee $0 $0
Liz Liener Trustee $0 $0