LEGACY HEALTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LEGACY HEALTH (EIN 23-7426300)
Tax period: 2022-04-01 to 2023-03-31
Filed: 2024-02-15
IRS object ID: 202420469349302342
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-02-15T14:13:23-08:00	ReturnTs
Tax Period End	2023-03-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237426300	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEGACY HEALTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEGA	BusinessNameControlTxt
Phone	5034155600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1919 NW LOVEJOY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97209	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANNA L LOOMIS	PersonNm
Person Title	CFO & TREASURER	PersonTitleTxt
Signature	2024-02-15	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANNA	PersonFirstNm
Person Last	LOOMIS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KATHRYN CORREIA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1919 NW LOVEJOY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97209	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$295,131,252	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEGACYHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1970	FormationYr
Legal Domicile State	OR	LegalDomicileStateCd
Activity Or Mission	Legacy is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians who provide dedicated health services with care, compassion and excellence.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	17617	TotalEmployeeCnt
Total Gross UBI	-$28,696	TotalGrossUBIAmt
PY Contributions Grants	$1,529,569	PYContributionsGrantsAmt
CY Contributions Grants	$1,612,120	CYContributionsGrantsAmt
PY Program Service Revenue	$244,311,919	PYProgramServiceRevenueAmt
CY Program Service Revenue	$227,170,958	CYProgramServiceRevenueAmt
PY Investment Income	$65,889,066	PYInvestmentIncomeAmt
CY Investment Income	$26,147,141	CYInvestmentIncomeAmt
PY Other Revenue	$4,617,040	PYOtherRevenueAmt
CY Other Revenue	$1,513,742	CYOtherRevenueAmt
PY Total Revenue	$316,347,594	PYTotalRevenueAmt
CY Total Revenue	$256,443,961	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,983,503	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,120,909	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$175,978,964	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$189,723,239	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$144,378,816	PYOtherExpensesAmt
CY Other Expenses	$143,860,110	CYOtherExpensesAmt
PY Total Expenses	$322,341,283	PYTotalExpensesAmt
CY Total Expenses	$334,704,258	CYTotalExpensesAmt
PY Revenues Less Expenses	-$5,993,689	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$78,260,297	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,251,797,785	TotalAssetsBOYAmt
Total Assets EOY	$2,018,803,058	TotalAssetsEOYAmt
Total Liabilities BOY	$1,749,474,194	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,629,340,841	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$502,323,591	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$389,462,217	NetAssetsOrFundBalancesEOYAmt
Mission	Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include six hospitals, inpatient and home hospice programs,	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$331,826,191	ExpenseAmt
Grant	$1,120,909	GrantAmt
Revenue	$227,170,958	RevenueAmt
Desc	Legacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH), Silverton Health (SH) and Legacy Visiting Nurse Association (LVNA). While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area. Legacy, collectively provided over $46 million, $327 million, $273 million, and $12 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2023. In addition, Legacy provided over $29 million in other community benefit activities during fiscal year 2023.In support of its mission, Legacy voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care is determined based on eligibility for insurance coverage, household income, qualified assets, catastrophic medical events, or other information supporting a patient's inability to pay for services provided. Specifically, Legacy provides an uninsured discount of 35% to patients. Additional discounts, on a sliding scale, are available to patients whose household income is less than 400% of the federal poverty level. For patients whose household income is at or below 300% of the federal poverty level, a full subsidy is available. In addition to the household income criteria, the patients' qualified assets (e.g., 25% of household assets), and other catastrophic or economic circumstances are considered in determining eligibility for charity care.During 2023, Legacy provided charity care on 51,545 patient accounts, representing 5,071 inpatient accounts, and 46,474 outpatient accounts. In 2023, 12% of the patients receiving charity care received a full subsidy representing roughly 21% of the total charity provided. The top five services provided to patients qualifying for charity care were emergency/trauma, surgery, cardiovascular, pediatrics, and general acute care.In addition to charity care, Legacy provides services under various states' Medicaid programs for low-income patients, to Medicare beneficiaries, and to beneficiaries under other government programs(such as Tricare). The cost of providing services to these beneficiaries generally exceeds the reimbursement from these programs.Legacy also employs financial counselors and social workers, who assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, and public assistance programs such as Medicaid. This program assists many patients in obtaining coverage through a third party, reducing the patients' financial responsibility.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	As the health needs of communities surrounding our hospitals are frequently changing, Legacy continues to identify investments for underserved populations. Legacy collaborates with other health delivery systems and community-based organizations to improve the health of the community. One example of a collaboration addressing Access to Care, is Project Access Now (PANOW). PANOW provides innovative, integrated support for patients and healthcare providers across the tri-county region. Through shared investments, the monthly cost of premiums and out-of-pocket expenses are covered for patients who cannot afford to make those payments on their own. Additionally, PANOW connects uninsured and low-income individuals with donated primary and specialty care. Recognizing that health professions are lacking in diversity, Legacy established the Health Occupation Profession and Education program (HOPE, formerly Youth Employment in Summer). Each year between 5-15 students of ethnically diverse communities have access to paid summer employment in departments where they work with health professionals. Students are paid between $15-18 per hour and may work up to 400 hours over the summer. HOPE students also receive college scholarships between $3,000 and $10,000 annually. Students remain in the program if they remain in school and pursue health careers. Some students remain in the program as long as seven years and graduate with a range of degrees from imaging technician to Bachelor of Science in nursing to medical doctor. Most students are the first in their family to go to college. Legacy encourages and supports employee volunteerism. Legacy donates $100 to nonprofit health, human service or education organizations in honor of employees who volunteer on personal time 50 hours a year. Employees may receive paid time when volunteering in one or two week time periods in local nonprofit organizations through Legacy's community service leave program.Non-cash donations of resources include clinical and non-clinical services and items (e.g., screenings and support services, internships, information and referral services and health fairs). Legacy's warehouse is available to nonprofit organizations to obtain surplus equipment and furniture. In addition, conference room space and other infrastructure services are made available to local nonprofits for a variety of uses.In FY23 Legacy Health contributed system-wide over $689M in community benefit across all reportable categories, including financial assistance. Of the $689M total community benefit, $913K was allocated through strategic investments and grant making to community-based organizations to address access to health care, chronic conditions, and health equity.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$331,826,191	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	927	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	17617	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ANNA LOOMIS	PersonNm
Phone	5034155600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1919 NW LOVEJOY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97209	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KATHRYN CORREIA
President & CEO	40.00	0.00	Yes (X)	Yes (X)	$2,141,270	$0	$44,353
SETH PODOLSKY MD
SR VP	40.00	0.00			$1,360,271	$0	$31,960
ANNA LOOMIS
CFO & TREASURER	40.00	0.00	Yes (X)	Yes (X)	$923,121	$0	$42,825
ALEXANDER GLADNEY
Secretary	40.00	0.00	Yes (X)	Yes (X)	$886,285	$0	$41,094
BRYCE HELGERSON
FORMER SR. VP	0.00	0.00			$937,453	$0	-$78,892
TRENT S GREEN
SR VP	40.00	0.00			$816,121	$0	$5,759
JOHN J KENAGY
SR VP	40.00	0.00			$733,933	$0	$19,448
ANITA IYENGER
SR VP	40.00	0.00			$676,998	$0	$8,702
KECIA KELLY
SR VP	40.00	0.00			$530,120	$0	$48,340
MELINDA MULLER MD
SR VP	40.00	0.00			$561,404	$0	$11,432
LISA GOREN
SR VP	40.00	0.00			$483,405	$0	$53,697
AMY CHAUMETON MD
VP	40.00	40.00			$182,382	$288,181	$29,476
MERRIN PERMUT
VP	40.00	0.00			$426,188	$0	$51,736
NIKOLAUS KASHEY MD
VP	40.00	0.00			$432,238	$0	$16,676
LUDA KAMINSKA
RN	40.00	40.00			$400,417	$5,448	$35,616
MAUREEN A BRADLEY
SR VP	40.00	0.00			$419,150	$0	-$5,345
GINGER HENRY
VP	40.00	0.00			$368,646	$0	$32,888
JONATHAN HILL MD
BOARD DIRECTOR	3.00	40.00	Yes (X)		$0	$346,381	$51,077
LEWIS LOW MD
PHYSICIAN	10.00	10.00			$13,002	$384,663	-$8,551
SARAH JENSEN
VP	40.00	0.00			$342,558	$0	$28,998
ANNE T GREER
FORMER INT VP & SECRETARY	0.00	0.00			$372,488	$0	-$4,366
KAITLIN WALKER
VP	40.00	0.00			$326,948	$0	$28,702
JENNIFER NEW
DIRECTOR	40.00	0.00			$251,052	$0	$34,392
LESLIE ROOT MD
BOARD DIRECTOR	3.00	40.00	Yes (X)		$0	$219,817	$17,530
THOMAS BICKETT
FORMER VP	0.00	0.00			$200,994	$0	-$14,767
SONJA O STEVES
FORMER SR. VP	0.00	0.00			$143,920	$0	-$65,916
CHARLES WILHOITE
Chairman	4.00	0.00	Yes (X)	Yes (X)	$45,000	$0	$0
DAVID RAMUS
VICE CHAIR	4.00	0.00	Yes (X)	Yes (X)	$35,000	$0	$0
GAYLE GOSCHIE
BOARD DIRECTOR	3.00	0.00	Yes (X)		$25,000	$0	$0
NANCY R LOCKE
BOARD DIRECTOR	3.00	0.00	Yes (X)		$25,000	$0	$0
LYNN T GUST
BOARD DIRECTOR	3.00	0.00	Yes (X)		$25,000	$0	$0
NASREEN ILIAS-KHAN MD
BOARD DIRECTOR	3.00	0.00	Yes (X)		$22,500	$0	$0
NANCY HORTON
BOARD DIRECTOR	3.00	0.00	Yes (X)		$20,000	$0	$0
JEFFREY BARBER
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
EDGAR NAVAS
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
PATRICK REITEN
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
LISA WYNN FREEDMAN
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
JACK A FRIEDMAN
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
JERRY D PETTY
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
SAMIR DESAI MD
BOARD DIRECTOR	3.00	0.00	Yes (X)		$15,000	$0	$0
BISHOP DIANA AKIYAMA
BOARD MEMBER	3.00	0.00	Yes (X)		$0	$0	$0
BISHOP LAURIE LARSON CAESAR
BOARD MEMBER	3.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$14,232,864	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,244,490	TotReportableCompRltdOrgAmt
Total Other Compensation	$456,864	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	740	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AMAZON WEB SERVICES INC
PO BOX 84023	SEATTLE	WA	98124	PURCHASED SERVICES	$1,858,778
PACIFIC OFFICE AUTOMATION
14747 NW GREENBRIER PKWY	BEAVERTON	OR	97006	PURCHASED SERVICES	$2,159,511
MCDERMOTT WILL & EMERY
PO BOX 1675	CAROL STREAM	IL	60132	LEGAL	$2,384,901
KAUFMAN HALL & ASSOCIATES INC
8610 SOLUTION CENTER	CHICAGO	IL	60677	CONSULTING	$2,059,001
VALUE CAPTURE LLC
12 FEDERAL ST	PITTSBURGH	PA	15212	CONSULTING	$2,833,179

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	85	CntrctRcvdGreaterThan100KCnt
Related Organizations	$1,617,720	RelatedOrganizationsAmt
All Other Contributions	-$5,600	AllOtherContributionsAmt
Total Contributions	$1,612,120	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CONVENIENCE OF MEMBERS	$187,365	$187,365
LEGACY CONNECT	$2,816,343		$2,816,343
MANAGEMENT FEES	$289,975,555		$289,975,555
PARTNERSHIP INCOME	$9,508,006		$9,536,702	-$28,696
PHYSICIAN NETWORK	$4,251,752		$4,251,752

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$79,568,063	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$79,568,063	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$227,170,958	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,845,571	TotalRevenueColumnAmt
Exclusion	$22,845,571	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$21,437,162	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$19,923,420	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,513,742	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,513,742	TotalRevenueColumnAmt
Exclusion	$1,513,742	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$22,000,000	SecuritiesAmt
Other	$65,441	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$18,763,871	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,236,129	SecuritiesAmt
Other	$65,441	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,301,570	TotalRevenueColumnAmt
Exclusion	$3,301,570	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$256,443,961	TotalRevenueColumnAmt
Related Or Exempt Func Income	$227,012,289	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$28,696	UnrelatedBusinessRevenueAmt
Exclusion	$27,848,248	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,120,909	TotalAmt
Program Services	$1,120,909	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,551,028	TotalAmt
Program Services	$11,551,028	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$130,357,077	TotalAmt
Program Services	$130,357,077	ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,150,712	TotalAmt
Program Services	$10,150,712	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$25,732,188	TotalAmt
Program Services	$25,732,188	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,932,234	TotalAmt
Program Services	$11,932,234	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,337,180	TotalAmt
Program Services	$8,337,180	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,018,178	TotalAmt
Program Services	$2,018,178	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,994,969	TotalAmt
Program Services	$10,994,969	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$33,515,622	TotalAmt
Program Services	$33,515,622	ProgramServicesAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$331,337	TotalAmt
Program Services	$331,337	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$766,428	TotalAmt
Program Services	$766,428	ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,934,274	TotalAmt
Program Services	$7,934,274	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,139,836	TotalAmt
Program Services	$7,139,836	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,101,157	TotalAmt
Program Services	$2,101,157	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRACT SERVICES	$44,689,831	$44,689,831
CONSULTING & AUDIT	$17,927,161	$17,927,161
OTHER EXPENSES	$7,987,137	$5,109,070	$2,878,067
ADMINISTRATIVE SERVICES FEES	$117,000	$117,000

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$334,704,258	TotalAmt
Program Services	$331,826,191	ProgramServicesAmt
Management And General	$2,878,067	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$417,724,581	BOYAmt
EOY	$143,816,135	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,693,600	BOYAmt
EOY	$29,266,755	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,414,739	BOYAmt
EOY	$4,537,565	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$21,935,841	BOYAmt
EOY	$25,751,114	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$532,176,691	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$447,481,453	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$81,614,041	BOYAmt
EOY	$84,695,238	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,140,393,446	BOYAmt
EOY	$992,855,492	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$75,430,876	BOYAmt
EOY	$156,257,338	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,636,905	BOYAmt
EOY	$2,650,274	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$490,953,756	BOYAmt
EOY	$578,973,147	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,251,797,785	BOYAmt
EOY	$2,018,803,058	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$133,747,467	BOYAmt
EOY	$196,696,851	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$655,260,219	BOYAmt
EOY	$743,912,347	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$960,466,508	BOYAmt
EOY	$688,731,643	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,749,474,194	BOYAmt
EOY	$1,629,340,841	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$502,323,591	BOYAmt
EOY	$389,462,217	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$502,323,591	BOYAmt
EOY	$389,462,217	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,251,797,785	BOYAmt
EOY	$2,018,803,058	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$78,260,297	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$34,601,077	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
Supported Organizations	7	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
LEGACY EMANUEL HOSP & HEALTH CTR
930386823	3	Yes (true)	$0	$0
LEGACY GOOD SAMARITAN HOS & MED CTR
930386793	3	Yes (true)	$0	$0
LEGACY MERIDIAN PARK HOSPITAL
930618975	3	Yes (true)	$0	$0
LEGACY MTHOOD MEDICAL CENTER
930591528	3	Yes (true)	$0	$0
LEGACY SALMON CREEK HOSPITAL
331065485	3	Yes (true)	$0	$0
LEGACY VISITING NURSE ASSOCIATION
930848530	9	Yes (true)	$0	$0
SILVERTON HEALTH
930281321	3	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	7	SupportedOrganizationsTotalCnt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	false	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Support Schedule: Additional Supplemental Information

Legacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout Legacy's service area.

Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.

Legacy Healths Board is identical for all supported organizations except for Silverton Health.In order to accomplish a successful affiliation between Legacy Health and Silverton Health, terms were reached in the affiliation agreement and added to the Articles and by-laws of Silverton Health insuring SHs ability to continue to serve the healthcare needs of Silverton and surrounding communities.While the Legacy Health and Silverton Health boards do not have a majority of overlapping members, the Articles establish the powers reserved by Legacy Health: Final oversight authority through LHs Medical Quality and Credentialing committee of SHs quality and patient safety performance. Consent through the LH Medical staff credentialing Final approval of how capital funds agreed to in the affiliation agreement are spent. To prevent any act or omission of the SH board that would cause a loss in SHs 501(c)(3) status. The sole authority to hire and fire financial advisors,consultants,and legal counsel. The final authority over the SH annual budget. To approve or authorize a sale of SH subject to a super majority vote of the SH Board of Directors. The sole authority for expenditures in excess of budgeted expenses. To cause a change in services offered by Silverton Health subject to a super majority vote of the SH Board. Legacy Health will seek input from the SH board on matters materially impacting Silverton and the surrounding community.All policies of Legacy Health were adopted by Silverton Health insuring consistent application and treatment of employees, patients, visitors and vendors. Legacy Healths System offices provide the same support of services to Silverton Health as LH does with all of our affiliates.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Form4720 Filed Section4955 Tax	false	Form4720FiledSection4955TaxInd
Correction Made	false	CorrectionMadeInd
Organization Belongs Afflt Grp	Yes (X)	OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$287,642	FilingOrganizationsTotalAmt
Affiliated Group Total	$47,693	AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$287,642	FilingOrganizationsTotalAmt
Affiliated Group Total	$47,693	AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$334,416,616	FilingOrganizationsTotalAmt
Affiliated Group Total	$2,559,383,712	AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$334,704,258	FilingOrganizationsTotalAmt
Affiliated Group Total	$2,559,431,405	AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$1,000,000	AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$250,000	AffiliatedGroupTotalAmt

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$2,000,000	CurrentYearMinus3Amt
Current Year Minus2	$2,000,000	CurrentYearMinus2Amt
Current Year Minus1	$2,000,000	CurrentYearMinus1Amt
Current Year	$2,000,000	CurrentYearAmt
Total	$8,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$12,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$402,167	CurrentYearMinus3Amt
Current Year Minus2	$285,875	CurrentYearMinus2Amt
Current Year Minus1	$294,139	CurrentYearMinus1Amt
Current Year	$335,335	CurrentYearAmt
Total	$1,317,516	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$500,000	CurrentYearMinus3Amt
Current Year Minus2	$500,000	CurrentYearMinus2Amt
Current Year Minus1	$500,000	CurrentYearMinus1Amt
Current Year	$500,000	CurrentYearAmt
Total	$2,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$3,000,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,227,731	BeginningYearBalanceAmt
Contributions	$9,089,704	ContributionsAmt
Investment Earnings Or Losses	-$248,183	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,700,570	OtherExpendituresAmt
End Year Balance	$18,368,682	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,334,310	BeginningYearBalanceAmt
Contributions	$1,663,884	ContributionsAmt
Investment Earnings Or Losses	$128,873	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,899,336	OtherExpendituresAmt
End Year Balance	$11,227,731	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,859,727	BeginningYearBalanceAmt
Contributions	$5,047,400	ContributionsAmt
Investment Earnings Or Losses	$1,068,296	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,641,113	OtherExpendituresAmt
End Year Balance	$11,334,310	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,116,372	BeginningYearBalanceAmt
Contributions	$7,910,781	ContributionsAmt
Investment Earnings Or Losses	-$387,279	InvestmentEarningsOrLossesAmt
Other Expenditures	$780,147	OtherExpendituresAmt
End Year Balance	$7,859,727	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,668,122	BeginningYearBalanceAmt
Contributions	$845,969	ContributionsAmt
Other Expenditures	$3,397,719	OtherExpendituresAmt
End Year Balance	$1,116,372	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.10000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.81000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,510,608	OtherCostOrOtherBasisAmt
Book Value	$3,510,608	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$215,369,995	OtherCostOrOtherBasisAmt
Depreciation	$162,961,702	DepreciationAmt
Book Value	$52,408,293	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,809,682	OtherCostOrOtherBasisAmt
Depreciation	$2,230,870	DepreciationAmt
Book Value	$578,812	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$297,646,485	OtherCostOrOtherBasisAmt
Depreciation	$282,288,881	DepreciationAmt
Book Value	$15,357,604	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,839,921	OtherCostOrOtherBasisAmt
Book Value	$12,839,921	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$84,695,238	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$4,219,213	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$156,257,338	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED FINANCING COSTS	$31,616,046
I/C AFFILIATE - INVESTMENT POOL	$136,003,321
LAND & BUILDING HELD FOR DEVELOPMENT	$11,586,842
LEGACY REAL ESTATE ASSETS	$600,363
LONG TERM INTERCOMPANY RECEIVABLE	$9,927,699
OTHER NONCURRENT	$3,921,663

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$578,973,147	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
I/C AFFILIATE - INVESTMENT POOL	$526,473,146
NONCURRENT BENEFITS LIABILITY	$68,894,005
NONCURRENT LEASE	$2,433,205
NONCURRENT PENSION LIABILITY	-$32,942,098
NONCURRENT WORKERS' COMP LIABILITY	$4,825,897
RESERVE FOR PROFESSIONAL LIABILITY COSTS	$119,047,485
Rounding	$3

Field	Value	IRS element (for citing)
Total Liability	$688,731,643	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$260,727,000	TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal	$260,727,000	RevenueSubtotalAmt
Other Revenues Not Included	-$4,283,039	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$4,283,039	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$256,443,961	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$338,986,000	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$338,986,000	ExpensesSubtotalAmt
Other Expenses Not Included	-$4,281,742	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$4,281,742	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$334,704,258	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part V, Line 4: Intended uses of the endowment fund.	FormAndLineReferenceDesc
Explanation	Endowment funds disclosed in Part V are used to improve the healthcare of the community as designated by the donors. Legacy Health Foundation (LHF) maintains all charitable gifts including endowment funds for the benefit of Legacy and it's programs. Income from permanently restricted net assets is accounted for in accordance with the donors' instructions.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CARIBBEAN	RegionTxt
Offices	0	OfficesCnt
Employee	1	EmployeeCnt
Type Of Activities Conducted	PROGRAM SERVICE	TypeOfActivitiesConductedTxt
Specific Services Provided	INSURANCE	SpecificServicesProvidedTxt
Region Total Expenditures	$102,903	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Employees	1	SubtotalEmployeesCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$102,903	SubtotalSpentAmt
Total Spent	$102,903	TotalSpentAmt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
DONATE LIFE NORTHWEST
2525 SW 1ST AVE SUITE 175	PORTLAND	OR	97201	930867552	501(c)(3)	$7,500	$0	LIFESAVERS BREAKFAST
HISPANIC METROPOLITAN CHAMBER
2402 NE OREGON ST	PORTLAND	OR	97232	931156358	501(c)(3)	$15,000	$0	HOPE SCHOLARSHIPS
LATINO NETWORK
240 N Broadway Suite 214	PORTLAND	OR	97227	731675402	501(c)(3)	$50,000	$0	PROGRAM SUPPORT
PORTLAND LEADERSHIP FDTN
809 N RUSSELL 203	PORTLAND	OR	97227	264224606	501(c)(3)	$10,000	$0	EMERGING LEADERS INTERNSHIP PROG
PORTLAND OPPORTUNITIES
717 N KILLINGSWORTH COURT	PORTLAND	OR	97217	930593858	501(c)(3)	$10,000	$0	2022 GALA EVENT SUPPORT
PORTLAND WORKFORCE ALLIANCE
546 NE 12TH AVENUE A202	PORTLAND	OR	97232	272964874	501(c)(3)	$20,000	$0	NW YOUTH CAREERS EXPO
PROJECT ACCESS NOW
PO BOX 10953	PORTLAND	OR	97296	208928388	501(c)(3)	$664,209	$0	PREMIUM ASSISTANCE
RONALD MCDONALD HOUSE CHARITI
2620 N COMMERCIAL	PORTLAND	OR	97227	930806912	501(c)(3)	$15,000	$0	ELEVATING ACCESS FOR RURAL OREGON
SELF ENHANCEMENT INC
3920 N KERBY AVE	PORTLAND	OR	97227	931086629	501(c)(3)	$50,000	$0	YOUTH SERV & COMMTY & FAMILY PRGS
THE OR COMMUNITY FOUNDATION
1221 SW YAMHILL ST 100	PORTLAND	OR	97205	237315673	501(c)(3)	$150,000	$0	COMMUNITY CLINICS SUPPORT
URBAN LEAGUE OF PORTLAND
10 N RUSSELL	PORTLAND	OR	97227	930395590	501(c)(3)	$6,500	$0	YOUTH PRG, EQUAL OPP DINNER

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Grantmaker's Description of How Grants are Used	FormAndLineReferenceDesc
Explanation	As the health needs of communities surrounding our hospitals is changing, Legacy continues to identify investments for underserved populations. Legacy provides Community Health Grants through grant funding for community-based organizations. The Community Health Grants are awarded annually to 501(c)(3) organizations in response to needs identified within our community health needs assessments (CHNAs). For FY23, our Community Health Grants were awarded to address access to care, behavioral health, and the social determinants of health. Community-based organizations were invited to apply for the Community Health Grants. The grants were reviewed and awarded to those organizations whose proposals mostly closely aligned with the strategies in our Community Health Improvement Plans (CHIPs). Follow up occurs semiannually with grantees regarding use of funds. In addition, Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy Community Benefit administers this funding, assuring the organizations meet priorities and qualifications, and that the money is used for its intended purpose.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (true)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	Yes (true)	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	Yes (true)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	Yes (true)	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt
ALEXANDER GLADNEY
Secretary	$714,135	$175,000	-$2,850	$8,862	$32,232	$927,379
AMY CHAUMETON MD
VP	$170,680	$11,330	$372	$10,409	$8,630	$201,421	$277,959	$9,329	$893	$10,437	$298,618
ANITA IYENGER
SR VP	$681,904		-$4,906	-$17,629	$26,331	$685,700
ANNA LOOMIS
CFO & TREASURER	$926,864		-$3,743	$15,250	$27,575	$965,946
ANNE T GREER
FORMER INT VP & SECRETARY	$37,602		$334,886	-$6,422	$2,056	$368,122
BRYCE HELGERSON
FORMER SR. VP	$155,209		$782,244	-$82,689	$3,797	$858,561
GINGER HENRY
VP	$369,365	$15	-$734	$9,770	$23,118	$401,534
JENNIFER NEW
DIRECTOR	$253,507		-$2,455	$12,317	$22,075	$285,444
JOHN J KENAGY
SR VP	$667,187	$29,679	$37,067	-$21,931	$41,379	$753,381
JONATHAN HILL MD
BOARD DIRECTOR							$309,301	$25,000	$12,080	$38,877	$397,458	$12,200
KAITLIN WALKER
VP	$328,389		-$1,441	$8,891	$19,811	$355,650
KATHRYN CORREIA
President & CEO	$1,847,531		$293,739	-$617	$44,970	$2,185,623
KECIA KELLY
SR VP	$488,702	$51,101	-$9,683	$11,907	$36,433	$578,460
LESLIE ROOT MD
BOARD DIRECTOR							$132,194	$91,681	-$4,058	$25,027	$237,347	-$7,497
LEWIS LOW MD
PHYSICIAN	$13,002			-$10,953	$1	$2,050	$5,173		$379,490	$2,401	$387,064
LISA GOREN
SR VP	$486,750		-$3,345	$28,506	$25,191	$537,102
LUDA KAMINSKA
RN	$309,923	$91,714	-$1,220	$15,250	$19,519	$435,186	$5,308	$244	-$104	$847	$6,295
MAUREEN A BRADLEY
SR VP	$411,327		$7,823	-$24,803	$19,458	$413,805
MELINDA MULLER MD
SR VP	$545,803	$12,778	$2,823	-$28,952	$40,384	$572,836
MERRIN PERMUT
VP	$434,281		-$8,093	$24,400	$27,336	$477,924
NIKOLAUS KASHEY MD
VP	$434,281		-$2,043	-$8,203	$24,879	$448,914
SARAH JENSEN
VP	$351,165		-$8,607	$603	$28,395	$371,556
SETH PODOLSKY MD
SR VP	$644,050	$30,000	$686,221	-$6,017	$37,977	$1,392,231
SONJA O STEVES
FORMER SR. VP	$85,581	$402	$57,937	-$75,295	$9,379	$78,004
THOMAS BICKETT
FORMER VP			$200,994	-$14,767		$186,227
TRENT S GREEN
SR VP	$574,423		$241,698	-$15,586	$21,345	$821,880

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a: Relevant information in regards to selections on 1a.	Some executives belong to business clubs. Any expenses relating to the personal use of the club are paid directly to the club by the executive. Only business-related use is paid to the business club or reimbursed to the executive by Legacy. An allocation of personal use of dues is completed annually and added to the compensation of the executive.Legacy does periodically reimburse for some travel of companions. During 2022, no travel expenses for companions of Legacy Board Directors and executives were reimbursed. These transactions follow Legacys reimbursement policy requiring documentation and approval of the expenses, prior to reimbursement. These payments are taxable to the individuals and are reported on a W-2 for employees or a 1099 for Board Directors.
Part I, Line 5b: Explanation of organization compensation based on revenues of related organization	Physicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue.
Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or	Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets.
Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs	Legacy enters into initial employment agreements with Executives that qualify under the initial contract exception. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee relies on comparable market data and all decisions are documented.
Part III, Additional Information	Sch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy started receiving compensation for their services in August 2014. They also receive expense reimbursements related to their duties. Any expense reimbursements to board members are reviewed by the Director of Tax for determining 1099 tax reporting. In addition to the Board of Directors compensation, during 2022, Dr. Hill received compensation related to his duties as Clinical VP while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. There was no other reportable compensation received by any board member during 2022.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates, and are accountable for the effective day-to-day operation of the system. Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market.The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid to executives during the current year and were reported on prior form 990 returns.These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. Distributions from 457(b) plans, reported to the employee on a 1099-R, are also included as other compensation. In addition, imputed income for insurance and other benefits is included in other compensation as well as any severance related payments.Column C - Deferred compensation includes the contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments.The defined contribution plan is available to all employees as they become qualified to participate. The pension restoration plan provides executive pension benefits in excess of IRS mandated limits on eligible compensation to key executives. The benefits are unfunded and subject to forfeiture. Executive pension benefits are intended to make the executive's retirement benefit, as a proportion of their final average salary, comparable to all other employees, and are treated as income when paid.Column D - Nontaxable benefits include company paid health and welfare and long term care and disability benefits under group plans.Column F - Current year compensation reported as deferred in prior years.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CLACKAMAS COUNTY OREGON
A	930847114	179027VL8	2008-11-13	$150,000,000	FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC	false	false	false
OR FACILITIES AUTHORITY
B	936001787	68608JVS7	2016-11-10	$320,774,739	FINANCING REFUNDING REV BONDS	false	false	false
OR FACILITIES AUTHORITY
C	936001787		2020-03-16	$24,675,000	FINANCING REFUNDING REV BONDS	false	false	false
OR FACILITIES AUTHORITY
D	936001787	68608JZA2	2022-05-11	$201,655,914	FINANCING REFUNDING REV BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt
A	$150,000,000	$150,000,000	$1,317,000	$228,625	$148,454,375	2010	false	false	Yes (true)	Yes (true)
B	$6,255,000	$326,700,923	$2,571,800		$186,742,692		Yes (true)	Yes (true)	false	Yes (true)	$21,284,381	$124,129,122
C	$7,460,000	$24,675,000	$375,000				Yes (true)	false	Yes (true)	Yes (true)		$24,300,000
D		$201,655,914	$1,975,914		$8,336,453		Yes (true)	false	false	Yes (true)			$91,663,547

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct
A	false	false	Yes (true)	Yes (true)	false	false
B	false	false	Yes (true)	Yes (true)	false	false
C	false	false	Yes (true)	Yes (true)	false	false	0.00017	0.00017
D	false	false	Yes (true)	Yes (true)	false	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Rebate Not Due YetRebateNotDueYetInd
CALYON TRINITY
A	false	false	Yes (true)	false	Yes (true)	1.5000	Yes (true)	false	Yes (true)
(no name)
B	false	false	Yes (true)	false	false			false	Yes (true)
(no name)
C	false			false	false			false	Yes (true)	Yes (true)
(no name)
D	false			false	false			false	Yes (true)	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part VI	FormAndLineReferenceDesc
Explanation	PART IV, ARBITRAGE, LINE 2CDate of rebate computation for Clackamas County (Issuer A): 6/20/2022Date of rebate computation for OR Facilities Authority (Issuer B): 12/9/2021	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Miles Jackson
Employee	$136,217	Fam Mem of J Friedman Dir	false
Sean New
Employee	$147,000	Fam of Jennifer New KE	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 7a	The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the "Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of a Lutheran congregation in the Oregon Synod ("Lutheran Director");(d) One (1) person elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of an Episcopal congregation in the Episcopal Diocese known to his/her parish priest, or alternatively a member of the clergy in the Episcopal Diocese ("Episcopal Director").
Form 990, Part VI, Section A, Line 7b	The election of Lutheran Director is subject to the approval by the Bishop of the Oregon Synod, who may object to the newly-elected director for any reason by delivering written notice to the Legacy President or the Chair of the Board of Directors no later than one week after the election. If the Bishop timely objects to the election of the new Lutheran Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Lutheran Director for his/her full term or the remainder of an unexpired term to which elected. The election of the Episcopal Director is subject to approval by the Bishop of theEpiscopal Diocese, who may object to the newly elected director for any reason by delivering written notice to the Legacy President or Chair of the Board of Directors no later than one week after the election. The election of the Episcopal Director is also subject to approval by the Standing Committee of the Episcopal Diocese, who may object to the newly elected director only on the grounds that he/she is not an active member of an Episcopal congregation or a member of the Episcopal clergy in the Episcopal Diocese; such objection to be effected by delivering written notice to the Legacy President or Chair of the Board of Directors within five days after the next meeting of the Standing Committee or 45 days after the election, whichever isearlier. If the Bishop or Standing Committee timely object to the election of the new Episcopal Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Episcopal Director for his/her full term or the remainder of an unexpired term to which elected.
Form 990, Part VI, Section B, Line 11b	The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit and Compliance Committee received a memorandum with a draft 990 return highlighting key areas and requesting feedback. Questions from the Board Audit and Compliance Committee are answered and changes made where appropriate. Any significant differences from the draft 990 to the final 990 return are provided to the Board Audit and Compliance Committee. Depending on the deadline for the 990 return filing and the Board Audit and Compliance Committee meeting this discussion may take place following the filing of the return.
Form 990, Part VI, Section B, Line 12c	The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees are required to disclose any conflict of interest per the Standard of Conduct policy. Certain groups have annual formal disclosure requirements, Executives and non-employees in leadership positions complete the Conflict Disclosure Statement from the Standards of Conduct policy annually. Officers, Directors, Trustees, Key and Highly Compensated employees are also required to complete a questionnaire covering business relationships, business transactions with interested parties, loans and grants. Conflict Disclosure Statements and questionnaires are returned to Legacy Corporate Compliance or Tax Departments for review of the disclosure. If a conflict is disclosed, or identified through any other means, Legacy Corporate Compliance ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g. Audit and Compliance Committee of the Board).
Form 990, Part VI, Section B, Line 15b	The following describes the compensation practices of Legacy Health and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates, and are accountable for the effective day-to-day operation of the system.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.
Form 990, Part VI, Section C, Line 19	Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. When changes are made to the Legacy Articles or Bylaws, Legacy discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public.
Form 990, Part XI, Line 9	CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$34628168
Form 990, Part XI, Line 9	TRANSFER FROM FOUNDATION = $38091
Form 990, Part XI, Line 9	TRANSFER FROM TEMP RESTRICTED TO UNRESTRICTED = -$11000
990 Part X	Legacy manages the investments for all affiliates through pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. Legacy reports the gains or losses on the investment portfolio.
Part 1, Line 5 & Part V question 2a	The number of employees reported on the W-3 is for all Legacy Health Affiliates. Legacy Health is a common pay agent for all of the affiliates and reports all employees under its EIN.
Part IX, line 20	Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $19,741,635.Entity AmountLHS 7,655,108LEHHC 9,877,157LGSMC 1,335,654LMPH 353,931LMHMC 519,785LSH 0LSCH 0

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	End Of Year AssetsEndOfYearAssetsAmt	Direct Controlling NADirectControllingNACd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Total IncomeTotalIncomeAmt
LEGACY HEALTH SYSTEM CPC LLC
1919 NW LOVEJOY ST	PORTLAND	OR	97209	237426300	COMMON PAY COMPANY	OR	$100,369,848	N/A
LEGACY SINGLE DEPOSITORY ENTITY LLC
1919 NW LOVEJOY ST	PORTLAND	OR	97209	237426300	COMMON DEPOSITORY COMPANY	OR			NA
LEGACY IMAGING VENTURES LLC
1919 NW LOVEJOY ST	PORTLAND	OR	97209	815336949	IMAGING SERVICES	OR		N/A
LEGACY HEALTH PARTNERS LLC
1919 NW LOVEJOY ST	PORTLAND	OR	97209	810735198	PHYSICIAN NETWORK	OR	-$9,927,699	N/A		-$1,587,973

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
2801 N GANTENBEIN AVE	PORTLAND	OR	97227	930386823	HOSPITAL	OR	501(C)(3)	3	N/A	Yes (true)
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
1015 NW 22ND AVE	PORTLAND	OR	97210	930386793	HOSPITAL	OR	501(C)(3)	3	N/A	Yes (true)
LEGACY MERIDIAN PARK HOSPITAL
19300 SW 65TH AVE	TUALATIN	OR	97062	930618975	HOSPITAL	OR	501(C)(3)	3	N/A	Yes (true)
LEGACY MOUNT HOOD MEDICAL CENTER
24800 SE STARK ST	GRESHAM	OR	97030	930591528	HOSPITAL	OR	501(C)(3)	3	N/A	Yes (true)
LEGACY SALMON CREEK HOSPITAL
2211 NE 139TH ST	VANCOUVER	WA	98686	331065485	HOSPITAL	WA	501(C)(3)	3	N/A	Yes (true)
LEGACY VISITING NURSE ASSOCIATION
815 NE DAVIS ST	PORTLAND	OR	97210	930848530	HOSPICE	OR	501(C)(3)	9	N/A	Yes (true)
RANDALL CHILDRENS HOSPITAL FOUNDATION
PO BOX 4484	PORTLAND	OR	97208	931314469	CHARITABLE FOUNDATION	OR	501(C)(3)	7	N/A	Yes (true)
GOOD SAMARITAN FOUNDATION
PO BOX 4484	PORTLAND	OR	97208	237017276	CHARITABLE FOUNDATION	OR	501(C)(3)	7	N/A	Yes (true)
SALMON CREEK HOSPITAL FOUNDATION
PO BOX 4484	PORTLAND	OR	97208	830433165	CHARITABLE FOUNDATION	WA	501(C)(3)	7	N/A	Yes (true)
LEGACY HEALTH FOUNDATION
1919 NW LOVEJOY ST	PORTLAND	OR	97209	465562403	CHARITABLE FOUNDATION	OR	501(C)(3)	7	N/A	Yes (true)
SILVERTON HEALTH
342 FAIRVIEW STREET	SILVERTON	OR	97381	930281321	HOSPITAL	OR	501(C)(3)	3	N/A	Yes (true)
SILVERTON HEALTH FOUNDATION
342 FAIRVIEW STREET	SILVERTON	OR	97381	930913392	CHARITABLE FOUNDATION	OR	501(C)(3)	7	N/A	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LEGACYUSP SURGERY CENTERS LLC
15305 DALLAS PKWY SUITE 1600 LB 2	ADDISON	TX	75001	261846866	MGMT SERV	OR	N/A	$813,777	$1,414,471	false	false	0.50100
LIFE FLIGHT NETWORK LLC
22285 YELLOW GATE LANE SUITE 102	AURORA	OR	97002	205016802	AIR AMBULANCE	OR		$12,134,293	$105,199,618	false	false	0.25000	LH
OPTION CARE AT LEGACY HEALTH LLC
3000 LAKESIDE DRIVE SUITE 300-N	BANNOCKBURN	IL	60015	203161422	INFUSION	OR		$3,030,541	$11,017,051	false	false	0.50000	LH
NORTHWEST HOSPITAL PARTNERSHIP INC
1919 NW LOVEJOY ST	PORTLAND	OR	97209	930973009	INVESTMENT	OR			$57,122	false	false	0.50000	LGSHMC
NORTHWEST URGENT CARE PHASE II LLC
5555 GLENRIDGE CONNECTOR STE 700	ATLANTA	GA	30342	472654570	URGENT CARE	OR		-$2,343,674	$1,150,550	false	false	0.50000	LEGACY HEALTH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
MANAGED HEALTHCARE NORTHWEST
1919 NW LOVEJOY ST	PORTLAND	OR	97209	930914759	MEDICAL	OR	LEGACY MT HOOD MEDICAL CENTER	C	-$530,706	-$952,856	0.75000	false
LEGACY HEALTH SYSTEM INSURANCE COMPANY
1919 NW LOVEJOY ST	PORTLAND	OR	97209	030322342	INSURANCE		NA	C	-$3,167	$418,248	1.00000	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (true)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	Yes (true)	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (true)	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (17 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
a	$6,393,588	Fair Value
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
a	$1,339,128	Fair Value
LEGACY MERIDIAN PARK HOSPITAL
a	$765,936	Fair Value
LEGACY MOUNT HOOD MEDICAL CENTER
a	$1,093,656	Fair Value
LEGACY SALMON CREEK HOSPITAL
a	$2,304,036	Fair Value
LEGACY SALMON CREEK HOSPITAL
g	$956,724	Cash
RANDALL CHILDRENS HOSPITAL FOUNDATION
c	$177,293	Cash
RANDALL CHILDRENS HOSPITAL FOUNDATION
l	$544,021	Actual Cost
GOOD SAMARITAN FOUNDATION
c	$387,136	Cash
GOOD SAMARITAN FOUNDATION
l	$558,808	Actual Cost
SALMON CREEK HOSPITAL FOUNDATION
c	$42,257	Cash
SALMON CREEK HOSPITAL FOUNDATION
l	$193,244	Actual Cost
LEGACY HEALTH FOUNDATION
c	$1,019,122	Cash
LEGACY HEALTH FOUNDATION
l	$1,018,928	Actual Cost
SILVERTON HEALTH
a	$1,394,004	Fair Value
SILVERTON HEALTH FOUNDATION
c	$46,448	Cash
SILVERTON HEALTH FOUNDATION
l	$127,767	Actual Cost