2025-02-18T14:49:30-08:00 2024-03-31 990 2023-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KERRIN E GILLESPIE CFO & TREASURER 2025-02-18 true 2023 2025-03-06 01:10:19Z GEORGE J BROWN 543606926 false X WWW.LEGACYHEALTH.ORG X 1970 OR 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. 18 12 17617 -21207 1612120 1934631 227170958 383959490 26147141 121175008 1513742 -447974 256443961 506621155 1120909 2651445 0 189723239 196585976 0 0 143860110 144827320 334704258 344064741 -78260297 162556414 2018803058 2102803051 1629340841 1501918585 389462217 600884466 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, false false 340954777 2651445 383959490 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 $41 million, $271 million, $297 million, and $13 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2024. In addition, Legacy provided over $38 million in other community benefit activities during fiscal year 2024.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. A 75% discount is available to patients whose household income is between 301% and 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 2024, Legacy provided charity care on 48,818 patient accounts, representing 4,769 inpatient accounts, and 44,049 outpatient accounts. In 2024, 8% of the patients receiving charity care received a full subsidy representing roughly 19% 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. 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 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 supports The Contingent - Emerging Leaders Internship Program. Through this program college students and recent graduates from ethnically diverse communities are matched with top companies throughout the Portland Metropolitan area for a 10-week paid summer internship. Program goals aim to provide this demographic with a comprehensive pathway to economic and personal success with structured programming that engages students throughout their professional journey. Students are paid between $15-18 per hour and may work up to 400 hours over the summer. 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 FY24 Legacy Health contributed system-wide over $662M in community benefit across all reportable categories, including financial assistance. Of the $662M total community benefit, $2.4M was allocated through strategic investments and grant making to community-based organizations to address access to culturally and linguistically responsive health care, essential community services and resources, and a neighborhood for all. 340954777 true true false true false false false false false true true true false true true false false true false true true false false false false false false true false true true false false false false false false false true false false false false false false true true true false false false true 1026 0 true 17617 true false true CJ false false false false false 0 false false false false false false false false true false X 18 12 false false true false false true true true true false false true true true true true true true true true true OR X X KERRIN E GILLESPIE 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KATHRYN CORREIA President & CEO 40.00 0.00 X X 3542650 0 319008 ALEXANDER GLADNEY Secretary 40.00 0.00 X X 2426601 0 26901 ANNA LOOMIS CFO & TREASURER 40.00 0.00 X X 1433682 0 153842 JONATHAN AVERY SR VP 40.00 0.00 1164082 0 229075 ANITA IYENGER SR VP 40.00 0.00 895176 0 180275 JOHN J KENAGY SR VP 40.00 0.00 805923 0 185272 MELINDA MULLER MD SR VP 40.00 0.00 770211 0 199749 SETH PODOLSKY MD FORMER SR. VP 0.00 0.00 870347 0 7560 NATHALIE G JOHNSON MD BOARD DIRECTOR 3.00 40.00 X 0 730300 62969 LISA GOREN SR VP 40.00 0.00 648943 0 138570 JENNIFER LETOURNEAU VP 40.00 40.00 17141 465207 294374 AMY CHAUMETON MD ASSOCIATE CMO 40.00 0.00 689927 0 79431 KECIA KELLY SR VP 40.00 0.00 618146 0 128774 JOSEPH FRANKHOUSE MD BOARD DIRECTOR 3.00 40.00 X 0 627606 71575 MAUREEN A BRADLEY SR VP 40.00 0.00 507873 0 141134 BRYCE HELGERSON FORMER SR. VP 0.00 0.00 535912 0 80904 MERRIN PERMUT VP 40.00 0.00 500641 0 60046 NIKOLAUS KASHEY MD VP 40.00 0.00 466781 0 81654 JONATHAN HILL MD BOARD DIRECTOR 3.00 40.00 X 0 413492 65984 AISHA FURBACH VP 40.00 0.00 381335 0 93339 GINGER SHARP HENRY VP 40.00 0.00 416048 0 55149 CRAIG R ARMSTRONG Secretary 40.00 0.00 X X 389388 0 60716 KELLEY AURAND VP 40.00 0.00 392010 0 54788 SARAH JENSEN VP 40.00 0.00 359183 0 85600 KAITLIN WALKER VP 40.00 0.00 369761 0 43202 LESLIE ROOT MD BOARD DIRECTOR 3.00 40.00 X 0 220680 63444 TRENT GREEN FORMER SR. VP 0.00 0.00 132859 0 6719 CHARLES WILHOITE Chairman 4.00 0.00 X X 45000 0 0 DAVID RAMUS VICE CHAIR 4.00 0.00 X X 35000 0 0 NANCY HORTON BOARD DIRECTOR 3.00 0.00 X 25000 0 0 GAYLE GOSCHIE BOARD DIRECTOR 3.00 0.00 X 25000 0 0 NANCY R LOCKE BOARD DIRECTOR 3.00 0.00 X 25000 0 0 LYNN T GUST BOARD DIRECTOR 3.00 0.00 X 25000 0 0 JEFFREY BARBER BOARD DIRECTOR 3.00 0.00 X 15000 0 0 EDGAR NAVAS BOARD DIRECTOR 3.00 0.00 X 15000 0 0 PATRICK REITEN BOARD DIRECTOR 3.00 0.00 X 15000 0 0 LISA WYNN FREEDMAN BOARD DIRECTOR 3.00 0.00 X 15000 0 0 JACK A FRIEDMAN BOARD DIRECTOR 3.00 0.00 X 15000 0 0 JERRY D PETTY BOARD DIRECTOR 3.00 0.00 X 15000 0 0 NASREEN ILIAS-KHAN MD BOARD DIRECTOR 3.00 0.00 X 15000 0 0 SAMIR DESAI MD BOARD DIRECTOR 3.00 0.00 X 15000 0 0 BISHOP DIANA AKIYAMA BOARD MEMBER 3.00 0.00 X 0 0 0 BISHOP LAURIE LARSON CAESAR BOARD MEMBER 3.00 0.00 X 0 0 0 18634620 2457285 2970054 787 true true false REED SMITH LP 2672 PAYSPHERE CICLE CHICAGO IL 60674 LEGAL 3827550 PACIFIC OFFICE AUTOMATION 14747 NW GREENBRIER PKWY BEAVERTON OR 97006 PURCHASED SERVICES 2012606 MCDERMOTT WILL & EMERY PO BOX 1675 CAROL STREAM IL 60132 LEGAL 1797894 STOEL RIVES LLP 101 S CAPITAL BLVD 1900 BOISE ID 83702 LEGAL 2809856 VALUE CAPTURE LLC 12 FEDERAL ST PITTSBURGH PA 15212 CONSULTING 2668079 92 1939734 -5103 1934631 INV INC ALLOC TO AFFIL 75178692 75178692 LEGACY CONNECT 3015735 3015735 MANAGEMENT FEES 291469823 291469823 PARTNERSHIP INCOME 7493452 7514659 -21207 PHYSICIAN NETWORK 6506347 6506347 295441 295441 383959490 29540985 29540985 0 0 21476633 21924607 -447974 -447974 -447974 49559629 57135558 15000000 61164 34559629 57074394 91634023 91634023 0 0 0 0 506621155 383685256 -21207 121022475 2651445 2651445 0 0 0 17288493 17288493 0 131829454 131829454 10877663 10877663 23807078 23807078 12783288 12783288 0 9340159 9340159 0 0 0 0 0 829098 829098 8692067 8692067 34237428 34237428 0 666691 666691 770697 770697 0 0 9239291 9239291 0 7353876 7353876 1935606 1935606 CONTRACT SERVICES 44355332 44355232 100 CONSULTING & AUDIT 15952693 15952693 OTHER EXPENSES 11332378 8222514 3109864 ADMINISTRATIVE SERVICES FEES 122004 122004 0 344064741 340954777 3109964 0 0 143816135 99340567 0 29266755 23490958 0 0 375000 4537565 2967670 25751114 25561800 501174889 424755488 84695238 76419401 992855492 1118663110 156257338 188256931 0 2650274 1981058 578973147 565746556 2018803058 2102803051 196696851 164042689 743912347 726429567 688731643 611446329 1629340841 1501918585 X 389462217 600884466 389462217 600884466 2018803058 2102803051 X 162556414 48865835 X false true X true true true X X 7 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 true 0 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true 0 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 true 0 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 true 0 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 true 0 0 LEGACY VISITING NURSE ASSOCIATION 930848530 9 true 0 0 SILVERTON HEALTH 930281321 3 true 0 0 7 0 true false false false false false false false false false false false false false false false 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 255063 48226 255063 48226 343809678 2628964259 344064741 2629012485 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 285875 294139 335335 303289 1218638 500000 500000 500000 500000 2000000 3000000 18368683 4543736 550535 3599443 19863511 11227731 9089704 -248183 1700570 18368682 11334310 1663884 128873 1899336 11227731 7859727 5047400 1068296 2641113 11334310 1116372 7910781 -387279 780147 7859727 0.10000 0.10000 0.80000 false true true 3510608 3510608 177737245 134849248 42887997 2809681 2400246 409435 304487017 287505994 16981023 12630338 12630338 76419401 8148903 F 188256931 DEFERRED FINANCING COSTS 28992900 I/C AFFILIATE - INVESTMENT POOL 107358678 LAND & BUILDING HELD FOR DEVELOPMENT 9692323 LEGACY REAL ESTATE ASSETS 600363 LONG TERM INTERCOMPANY RECEIVABLE 11104209 OTHER NONCURRENT 4937989 565746556 I/C AFFILIATE - INVESTMENT POOL 449749312 NONCURRENT BENEFITS LIABILITY 84913162 NONCURRENT LEASE 3497389 NONCURRENT PENSION LIABILITY -88628223 NONCURRENT WORKERS' COMP LIABILITY 6462000 RESERVE FOR PROFESSIONAL LIABILITY COSTS 155452685 Rounding 4 611446329 518399000 518399000 -11777845 -11777845 506621155 355841000 355841000 -11776259 -11776259 344064741 Part V, Line 4: Intended uses of the endowment fund. 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. CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 101873 1 1 101873 101873 false false false false false false true ALBERTINA KERR CENTERS 424 NE 22ND AVE PORTLAND OR 97232 931297104 501(c)(3) 50000 0 EMPLOYMENT SERVICES PROGRAM ASIAN HEALTH & SERVICE CENTER 9035 SE FOSTER RD PORTLAND OR 97266 931192100 501(c)(3) 50000 0 EMPOWER ASIAN COMM PROJECT BOYS & GIRLS CLUBS OF SW WA 1111 MAIN ST 605 VANCOUVER WA 98660 911978646 501(c)(3) 48250 0 HEALTHY LIFESTYLES PROG FOR YOUTH CASCADIA BEHAVIORAL HEALTHCAR PO BOX 9275 PORTLAND OR 97207 930770054 501(c)(3) 48910 0 PEER WORKFORCE INITIATIVE CATHOLIC COMMUNITY SERVICES PO BOX 20400 KEIZER OR 97307 930903773 501(c)(3) 50000 0 GRANT TO ADDRESS SOCIAL NEEDS COUNCIL FOR THE HOMELESS 2500 MAIN ST VANCOUVER WA 98660 912001828 501(c)(3) 50000 0 COMMUNITY HEALTH GRANT DONATE LIFE NORTHWEST PO BOX 532 PORTLAND OR 97207 930867552 501(c)(3) 7500 0 2024 STARLIGHT GALA EL PROGRAMA HISPANO CATOLICO 333 SE 223RD AVE 100 GRESHAM OR 97030 472845537 501(c)(3) 50000 0 COMM HEALTH GRANT - AGING PROGRAM FAMILIAS EN ACCION 2710 NE 14TH AVE PORTLAND OR 97212 931284335 501(c)(3) 57500 0 WORKFORCE DEVELOPMENT PROGRAM FEEDEM FREEDOM 4450 NE 131ST PL PORTLAND OR 97230 862141093 501(c)(3) 50000 0 WINGI FREE FOOD MARKET FOURTH PLAIN FORWARD 2516 E FOURTH PLAIN BLVD VANCOUVER WA 98661 822923189 501(c)(3) 50000 0 BIPOC DOULA PROGRAM PILOT FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 60000 0 PROJECT ACCESS PROGRAM GIRLS INC OF NW OREGON 4800 SW MACADAM AVE 309 PORTLAND OR 97239 542073930 501(c)(3) 60000 0 GIRLS GROUPS & EUREKA PROGRAMS HACIENDA COMMUNITY DEVELOPMEN 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 930979064 501(c)(3) 50000 0 CULLY COMM PROGRAMMING HISPANIC METROPOLITAN CHAMBER 2402 NE OREGON ST PORTLAND OR 97232 931156358 501(c)(3) 9000 0 HOPE SCHOLARSHIPS KINDNESS FARM 16072 SE TENINO ST PORTLAND OR 97236 853884528 501(c)(3) 40000 0 FOOD INSECURITY LATINO NETWORK 240 N Broadway Suite 214 PORTLAND OR 97227 731675402 501(c)(3) 50000 0 COMMUNITY HEALTH RESPONSE PROGRAM LIBERTY HOUSE 385 TAYLOR ST NE SALEM OR 97301 931236936 501(c)(3) 75000 0 COMMUNITY HEALTH GRANT LIFEWORKS NW 14600 NW CORNELL RD PORTLAND OR 97229 930502822 501(c)(3) 50000 0 PROJECT NETWORK LIFT URBAN PORTLAND 2701 NW VAUGHN ST 102 PORTLAND OR 97210 930923776 501(c)(3) 30000 0 FOOD SECURITY PROGRAM MIKE PROGRAM 9155 SW BARNES RD 219 PORTLAND OR 97225 450520604 501(c)(3) 35000 0 MENTORED HEALTH EDUCATION PROGRAM NAMI OREGON 147 SE 102ND AVE PORTLAND OR 97216 930875209 501(c)(3) 10000 0 NAMI WALKS NW PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 930391604 501(c)(3) 10000 0 2023 ANNUAL GALA PORTLAND OPPORTUNITIES 717 N KILLINGSWORTH COURT PORTLAND OR 97217 930593858 501(c)(3) 50000 0 CULTURALLY SPECIFIC COUNSELING SVCS PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 1092684 0 PREMIUM ASSISTANCE ROSE HAVEN 627 NW 18TH AVE PORTLAND OR 97209 205922682 501(c)(3) 25000 0 COMMUNITY HEALTH GRANT SILVERTON AREA COMMUNITY AID PO BOX 1305 SILVERTON OR 97381 930884237 501(c)(3) 25000 0 COMMUNITY HEALTH GRANT THE CONTINGENT 809 N RUSSELL 203 PORTLAND OR 97227 264224606 501(c)(3) 10000 0 WORKFORCE DEVELOPMENT PROGRAM THE OR COMMUNITY FOUNDATION 1221 SW YAMHILL ST 100 PORTLAND OR 97205 237315673 501(c)(3) 150000 0 COMMUNITY CLINICS SUPPORT TRANSITION PROJECTS 475 NW GLISAN ST PORTLAND OR 97209 930591582 501(c)(3) 50000 0 WELLNESS ACCESS SPECIALIST SUPPORT VIRGINIA GARCIA MEMORIAL FDTN PO BOX 486 CORNELIUS OR 97113 912077840 501(c)(3) 60200 0 SCHOOL BASED HEALTH NAVIGATOR YWCA CLARK COUNTY PO BOX 2206 VANCOUVER WA 98668 910569882 501(c)(3) 56500 0 OUTREACH & PREVENTION -BIPOC YOUTH 32 0 Grantmaker's Description of How Grants are Used As the health needs of communities surrounding our hospitals are 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 funded annually to 501(c)(3) organizations in response to needs identified within our community health needs assessments (CHNAs). In FY24, our Community Health Grants were awarded to address access to culturally and linguistically responsive health care, essential community services and resources, and a neighborhood for all.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. X X true true X X X X X true true false true true true true false true true AISHA FURBACH VP 383116 -1781 57522 35817 474674 ALEXANDER GLADNEY Secretary 444286 75000 1907315 26901 2453502 AMY CHAUMETON MD ASSOCIATE CMO 554167 35307 100453 52279 27152 769358 ANITA IYENGER SR VP 749300 145876 143600 36675 1075451 ANNA LOOMIS CFO & TREASURER 990808 274008 168866 115581 38261 1587524 BRYCE HELGERSON FORMER SR. VP 535912 80904 616816 CRAIG R ARMSTRONG Secretary 358471 16376 14541 17941 42775 450104 GINGER SHARP HENRY VP 394917 21131 25538 29611 471197 JENNIFER LETOURNEAU VP 17418 435447 -277 29760 45562 11351 237461 74054 702668 JOHN J KENAGY SR VP 701500 16188 88235 141648 43624 991195 JONATHAN AVERY SR VP 999327 164755 185143 43932 1393157 JONATHAN HILL MD BOARD DIRECTOR 310477 15000 88015 13200 52784 479476 JOSEPH FRANKHOUSE MD BOARD DIRECTOR 380336 174332 72938 31512 40063 699181 KAITLIN WALKER VP 354614 15147 19437 23765 412963 KATHRYN CORREIA President & CEO 1942056 1600594 279167 39841 3861658 KECIA KELLY SR VP 559268 41510 17368 81582 47192 746920 KELLEY AURAND VP 342645 46562 2803 26400 28388 446798 LESLIE ROOT MD BOARD DIRECTOR 151129 71506 -1955 36881 26563 284124 LISA GOREN SR VP 572092 76851 97816 40754 787513 MAUREEN A BRADLEY SR VP 445300 62573 112519 28615 649007 MELINDA MULLER MD SR VP 710048 60163 153532 46217 969960 MERRIN PERMUT VP 481591 19050 26400 33646 560687 NATHALIE G JOHNSON MD BOARD DIRECTOR 564974 121973 43353 43389 19580 793269 NIKOLAUS KASHEY MD VP 440755 26026 48963 32691 548435 SARAH JENSEN VP 361658 -2475 53852 31748 444783 SETH PODOLSKY MD FORMER SR. VP 870347 7560 877907 TRENT GREEN FORMER SR. VP 132859 6719 139578 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 2023, 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 2023, Dr. Hill received compensation related to his duties as Clinical VP while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. Dr. Frankhouse and Dr. Johnson received compensation related to their duties as Medical Directors at Legacy Good Samaritan hospital. There was no other reportable compensation received by any board member during 2023.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.Fiscal year 2024 performance bonuses were paid based on the achievement of patient and employee safety goals with attainment probability of 20-30%. The bonuses were paid out in July 2024 (tax year 2024) and are reported as deferred compensation on the 2023 form 990.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. A OR FACILITIES AUTHORITY 936001787 68608JVS7 2016-11-10 320774739 FINANCING REFUNDING REV BONDS false false false B OR FACILITIES AUTHORITY 936001787 2020-03-16 24675000 FINANCING REFUNDING REV BONDS false false false C OR FACILITIES AUTHORITY 936001787 68608JZA2 2022-05-11 201655914 FINANCING REFUNDING REV BONDS false false false A 12880000 326700923 21284381 2571800 186742692 124129122 true true true true B 9915000 24675000 375000 24300000 true false true true C 201655914 1975914 72577750 100000000 27422250 true false false true A false false true true false false B false false true true false 0.00017 0.00017 false C false false true true false false A false false true false false false true B false true false false false true C false true false false false true A true B true C true Part VI PART IV, ARBITRAGE, LINE 2CDate of rebate computation for OR Facilities Authority (Issuer A): 12/9/2021 Miles Jackson Employee 140321 Fam Mem of J Friedman Dir false Alexander Gladney Employee 2425000 Employment false Schedule L, Part V Supplemental Information Line 2 - Payments related to a period of employment and treated as non-taxable under Internal Revenue Code Section 104(a). Form 990, Part VI, Section A, Line 4 The Legacy articles of incorporation were amended and restated on September 24, 2023 to update the following:Maximum number of voting members from 17 to 18.Maximum number of persons that can be elected at large by the Legacy Health Board of Directors from 8 to 9. The Legacy bylaws were amended and restated on September 24, 2023. The documents were amended to reflect the following changes:1. Section 3.2 Number and Qualifications - The number of maximum voting directors was updated from 17 to 18.2. Section 3.3 Selections, Term and Removal -(a) Number of maximum voting members was updated to 18.(a)(6) Number of maximum persons that can be elected at large by the Legacy Health Board of Directors was updated from 8 to 9. 3. Section 5.7 Strategic Collaborations Committee-(a) The role of the Strategic Committee was updated. In addition to serving as the Board's liaison, soliciting input and making regular reports to the full Board, it will also exercise any other authority delegated by the Board to the Committee from time to time.(b) The number of voting directors was updated from three to five to six to twelve. The requirement to include members was specified to include the Chair, the Vice Chair, and other members appointed by the Chair, which may include the chairs of the other standing committees and other Directors. It was also specified that the President and Chief Executive Officer shall be a non-voting member and shall appoint staff to assist the Committee. 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 = $48813103 Form 990, Part XI, Line 9 ROUNDING = -$4 Form 990, Part XI, Line 9 TRANSFER FROM FOUNDATION = $52736 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 $27,856,572.Entity AmountLHS 9,239,291LEHHC 13,365,377LGSMC 2,336,405LMPH 699,644LMHMC 1,174,252LSH 1,041,604 LSCH 0 LEGACY HEALTH SYSTEM CPC LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON PAY COMPANY OR 112039205 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 -1739980 -11104209 N/A LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK ST GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A true LEGACY VISITING NURSE ASSOCIATION 6475 SW BORLAND ROAD SUITE J TUALATIN OR 97062 930848530 HOSPICE OR 501(C)(3) 9 N/A true RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A true LEGACY HEALTH FOUNDATION 1919 NW LOVEJOY ST PORTLAND OR 97209 465562403 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SILVERTON HEALTH 342 FAIRVIEW STREET SILVERTON OR 97381 930281321 HOSPITAL OR 501(C)(3) 3 N/A true SILVERTON HEALTH FOUNDATION 342 FAIRVIEW STREET SILVERTON OR 97381 930913392 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true LEGACYUSP SURGERY CENTERS LLC 15305 DALLAS PKWY SUITE 1600 LB 2 ADDISON TX 75001 261846866 MGMT SERV OR N/A 1717124 1510287 false false 0.50100 LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 AIR AMBULANCE OR LH 8492501 113535214 false false 0.25000 OPTION CARE AT LEGACY HEALTH LLC 3000 LAKESIDE DRIVE SUITE 300-N BANNOCKBURN IL 60015 203161422 INFUSION OR LH 2641673 9124636 false false 0.50000 NORTHWEST HOSPITAL PARTNERSHIP INC 1919 NW LOVEJOY ST PORTLAND OR 97209 930973009 INVESTMENT OR LGSHMC 57122 false false 0.50000 NORTHWEST URGENT CARE PHASE II LLC 5555 GLENRIDGE CONNECTOR STE 700 ATLANTA GA 30342 472654570 URGENT CARE OR LEGACY HEALTH -4535066 -3397476 false false 0.50000 MANAGED HEALTHCARE NORTHWEST 1919 NW LOVEJOY ST PORTLAND OR 97209 930914759 MEDICAL OR LEGACY MT HOOD MEDICAL CENTER C -746057 -7307 0.75000 false LEGACY HEALTH SYSTEM INSURANCE COMPANY 1919 NW LOVEJOY ST PORTLAND OR 97209 030322342 INSURANCE NA C 4078 422326 1.00000 false true true true true true false true true true true false true true true true true true true false LEGACY EMANUEL HOSPITAL & HEALTH CENTER a 6430644 Fair Value LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL a 1230062 Fair Value LEGACY MERIDIAN PARK HOSPITAL a 788928 Fair Value LEGACY MOUNT HOOD MEDICAL CENTER a 1126476 Fair Value LEGACY SALMON CREEK HOSPITAL a 2373168 Fair Value LEGACY VISITING NURSE ASSOCIATION a 146640 Fair Value RANDALL CHILDRENS HOSPITAL FOUNDATION c 273658 Cash RANDALL CHILDRENS HOSPITAL FOUNDATION l 626445 Actual Cost GOOD SAMARITAN FOUNDATION c 367570 Cash GOOD SAMARITAN FOUNDATION l 681400 Actual Cost SALMON CREEK HOSPITAL FOUNDATION l 234415 Actual Cost LEGACY HEALTH FOUNDATION c 1264840 Cash LEGACY HEALTH FOUNDATION l 938452 Actual Cost SILVERTON HEALTH a 1078044 Fair Value SILVERTON HEALTH FOUNDATION l 122170 Actual Cost