Mission
THE LEGACY WILLOW BEND INC. EXISTS TO PROVIDE A CONTINUUM OF CARE TO SENIORS AND THEIR FAMILIES WITH COMPASSION AND DIGNITY, WHILE EMBRACING JEWISH VALUES AND UPHOLDING THE HIGHEST STANDARDS OF EXCELLENCE.
Public Charity
THE LEGACY WILLOW BEND INC
THE LEGACY WILLOW BEND INC, of PLANO, TX, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $28.2M in revenue, $30.0M in expenses, $72.3M in total assets. 12 publicly reported grants to this organization, totaling roughly $3.0M, appear in IRS filings.
EIN: 202803956
PLANO, TX
Supportive Housing for Older Adults
NTEE: P75
Latest filing: 2025
Total Revenue$28.2M
Total Expenses$30.0M
Total Assets$72.3M
Grant Records12
Funding Total$3.0M
Filing Years2021–2025
Where $100 goes at The Legacy Willow Bend Inc
How The Legacy Willow Bend Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$83
Programs
the work itself
$17
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $83 for programs
$83
1
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GRATEFUL HEARTS RESIDENT ASSISTANCE
$323,226
FOR RECIPIENT'S EXEMPT PURPOSE
$19,116
GRATEFUL HEARTS RESIDENT ASSISTANCE
$648,238
GRATEFUL HEARTS resident assistance
$595,677
GRATEFUL HEARTS/resident assistance
$661,291
Showing up to 5 of 12 total records — full history available with membership.
Officers & Directors
TRUSTEE
Aaron Handler
TRUSTEE
Bradley Laye
COO
Bridgette Walshe
TRUSTEE
Carol Aaron
CONTROLLER
Carrie White
TRUSTEE
Cary Rossel
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $28.2M | $30.0M | $72.3M |
| 2024 | $26.6M | $29.2M | $76.2M |
| 2023 | $28.3M | $27.4M | $74.1M |
| 2022 | $22.4M | $26.5M | $72.6M |
| 2021 | $19.9M | $22.8M | $76.8M |
Between 2021 and 2025, reported annual revenue grew from $19.9M to $28.2M (+42%), with total assets most recently reported at $72.3M.
Interactive year-over-year charts and full filing details available with membership.