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 2024 filing shows $26.6M in revenue, $29.2M in expenses, $76.2M in total assets. 10 publicly reported grants to this organization, totaling roughly $2.6M, appear in IRS filings.

EIN: 202803956 Plano, TX Latest filing: 2024
Total Revenue$26.6M
Total Expenses$29.2M
Total Assets$76.2M
Grant Records10
Funding Total$2.6M
Filing Years2020–2024

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.

Sample Grants Received

2023
GRATEFUL HEARTS RESIDENT ASSISTANCE
$648,238
2022
GRATEFUL HEARTS resident assistance
$595,677
2021
GRATEFUL HEARTS/resident assistance
$661,291
2021
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
$30,000
2019
Grants from Donor Advised Funds - Operating Support
$7,000

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

TRUSTEE Aaron Handler
CMO Alyssa Adam
TRUSTEE Amy Jones
TRUSTEE Bradley Laye
COO Bridgette Walshe
TRUSTEE Carol Aaron

Officer compensation and complete director data available with membership.

Top Grant Purposes

GRATEFUL HEARTS/resident assistance
$1,331,622 2 grants
GRATEFUL HEARTS RESIDENT ASSISTANCE
$648,238 1 grant
GRATEFUL HEARTS resident assistance
$595,677 1 grant
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
$30,000 1 grant
For grant recipient's exempt purposes
$20,650 3 grants

Financial Trends

Year Revenue Expenses Assets
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
2020 $21.6M $23.4M $81.2M

Between 2020 and 2024, reported annual revenue grew from $21.6M to $26.6M (+23%), with total assets most recently reported at $76.2M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for THE LEGACY WILLOW BEND INC

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