2020-02-18T13:20:24-08:00 2019-03-31 990 2018-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 ANNA L LOOMIS CFO & TREASURER 2020-02-18 2018 2020-09-23 17:36:50Z KATHRYN CORREIA 1919 NW LOVEJOY STREET PORTLAND OR 97209 320315138 false 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. 17 12 16100 16925 893143 941080 228723047 229551566 36607633 54638146 1177497 596209 267401320 285727001 3490767 2577648 0 138466243 144327696 0 0 113487191 105589883 255444201 252495227 11957119 33231774 1420270239 1513327901 1332701107 1393318332 87569132 120009569 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 251806536 2577648 229551566 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 $48 million, $210 million, $178 million, and $5 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2019. In addition, Legacy provided over $25 million in other community benefit activities during fiscal year 2019.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 2019, Legacy provided charity care on 65,210 patient accounts, representing 6,986 inpatient accounts, and 58,224 outpatient accounts. In 2019, 15% of the patients receiving charity care received a full subsidy representing roughly 29% 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 financially needy 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.The cost of services provided under these programs is determined based on the relationship of costs (excluding the provision for uncollectible accounts and those costs associated with medical education, research, community health services, and other contributions) to billed charges.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. In 1998, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. Currently, $600,000 is granted annually to community-based projects addressing racial and ethnic inequities and root causes. These dollars are in addition to Legacy's other charitable contributions. The Community Health Fund has provided 52 grants since 1998 totaling over $9.4 million. 60 percent of these grants have funded programs serving communities of color.Recognizing that education, employment and income inequities exist for communities of diversity, and that health professions are lacking in diversity, Legacy established the Health Occupation Profession and Education (HOPE) program (formerly Youth Employment in Summer program). Each year, ethnically diverse communities (African American and Hispanic youth) receive paid summer employment in departments where they worked with health professionals and earn college scholarships between $3,000 and $10,000 annually. Students can remain in the program as long as they stay in school and pursue healthcare careers. Some students have remained in this program for as long as seven years and graduated with degrees in a variety of healthcare fields. 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 is made available to local nonprofits for Board and community meetings. 251806536 true true false true false false false false false true true false 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 false true false false false false false true true true false false false true 1196 0 true 16100 true true true true CJ false false false false false 0 false false false false false false false false false false true false X 17 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 ANNA LOOMIS 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 BISHOP DAVID BRAUER-RIEKE BOARD DIRECTOR 3.00 0.00 X 0 0 0 JEFFREY BARBER BOARD DIRECTOR 3.00 0.00 X 17526 0 0 JONATHAN HILL MD BOARD DIRECTOR 3.00 40.00 X 0 621841 59218 JAMES WALKER BOARD DIRECTOR 3.00 0.00 X 15000 0 0 ROBERT L CORNIE BOARD DIRECTOR 4.00 0.00 X 25000 0 0 JEFFREY D FULLMAN MD Chairman 4.00 1.00 X X 45255 10060 0 KATHRYN CORREIA President & CEO 40.00 0.00 X X 798801 0 89302 RT REV MICHAEL J HANLEY BOARD MEMBER 3.00 0.00 X 0 0 0 RONALD S KING VICE CHAIR 4.00 0.00 X X 17500 0 0 PATRICK REITEN BOARD DIRECTOR 3.00 0.00 X 15000 0 0 SARAH K JENSEN INTERIM CFO 40.00 0.00 X X 279152 0 25102 JACK A FRIEDMAN BOARD DIRECTOR 3.00 0.00 X 7500 0 0 JERRY D PETTY BOARD DIRECTOR 4.00 0.00 X 7500 0 0 SHERYL MANNING BOARD DIRECTOR 4.00 0.00 X 25000 0 0 ROBERT E DEWITT SR VP & SEC 40.00 0.00 X X 549817 0 45505 LESLIE ROOT MD BOARD DIRECTOR 4.00 40.00 X 0 197180 10465 GEORGE J BROWN MD President & CEO 40.00 0.00 X X 1482645 0 48794 DAVID RAMUS BOARD DIRECTOR 3.00 0.00 X 25000 0 0 CHARLES WILHOITE VICE CHAIR 4.00 0.00 X X 25000 0 0 GAYLE GOSCHIE BOARD DIRECTOR 3.00 0.00 X 15000 0 0 NANCY R LOCKE BOARD DIRECTOR 3.00 0.00 X 25000 0 0 DIANE PINNEY BOARD DIRECTOR 4.00 0.00 X 7500 0 0 ANNA LOOMIS CFO & TREASURER 40.00 0.00 X X 237897 0 29820 SAMIR DESAI MD BOARD DIRECTOR 3.00 1.00 X 15000 1500 0 LYNN T GUST BOARD DIRECTOR 3.00 0.00 X 15000 0 0 CAROL A BRADLEY SR VP 40.00 0.00 X 598516 0 53431 SONJA O STEVES SR VP 40.00 0.00 X 415512 0 58830 THOMAS W BICKETT VP 40.00 0.00 X 238099 0 42456 MAUREEN A BRADLEY SR VP 40.00 0.00 X 277145 0 33948 EVERETT NEWCOMB III MD SR VP 40.00 0.00 X 764856 0 54878 JOHN J KENAGY SR VP 40.00 0.00 X 434386 0 58059 LEWIS L LOW MD SR VP 40.00 0.00 X 587323 0 72299 KATHLEEN STONER VP 40.00 40.00 X 203659 70048 31966 JENNIFER NEW DIRECTOR 40.00 0.00 X 181689 0 28601 MELINDA J MULLER MD VP 40.00 0.00 X 381960 0 52482 KELLY AURAND DIRECTOR 40.00 0.00 X 278420 0 38518 MICHAEL TEWFIK MD DIRECTOR 40.00 0.00 X 308202 0 50148 AMY CHAUMETON MD DIRECTOR 40.00 0.00 X 320059 0 45346 JUDITH T MARCUS MD DIRECTOR 40.00 0.00 X 302476 0 20336 ROBERT WARNOCK MD DIRECTOR 40.00 0.00 X 352684 0 34930 CHRIS FARENTINOS MD FORMER KE 0.00 40.00 X 0 239822 33796 TRENT S GREEN FORMER SR. VP 0.00 40.00 X 0 558035 57404 9296079 1698486 1075634 485 true true false EVOLENT HEALTH LLC 800 N GLEBE RD 500 ARLINGTON VA 22203 CONSULTING 1138979 PACIFIC OFFICE AUTOMATION 14747 NW GREENBRIER PKWY BEAVERTON OR 97006 PURCHASED SERVICES 1037741 PRESS GANEY ASSOCIATES INC PO BOX 88335 MILWAUKEE WI 53288 EMPLOYEE SURVEY 622697 STOEL RIVES LLP 101 S CAPITAL BLVD 1900 BOISE ID 83702 LEGAL 839523 PROTIVITI INC 12269 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 INTERNAL AUDIT 686125 55 944547 -3467 941080 CONVENIENCE OF MEMBERS 489268 489268 INV INC ALLOC TO AFFIL -3504556 -3504556 MANAGEMENT FEES 234153288 234153288 PARTNERSHIP INCOME -2329641 -2346566 16925 PHYSICIAN NETWORK 743207 743207 229551566 15864095 15864095 0 0 20184346 19588137 596209 596209 596209 53765724 8327 15000000 38765724 8327 38774051 38774051 0 0 0 0 285727001 229045373 16925 55723623 2577648 2577648 0 0 0 8569639 8569639 0 100074171 100074171 7754135 7754135 18584947 18584947 9344804 9344804 0 1872984 1872984 0 0 0 0 0 635412 635412 9303812 9303812 25864335 25864335 0 1309149 1309149 1375960 1375960 0 0 2070381 2070381 0 20159929 20159929 802802 802802 CONTRACT SERVICES 43663280 43663280 CONSULTING & AUDIT 2961694 2961694 ADMINISTRATIVE SERVICES FEES 105000 105000 -4534855 -5223546 688691 252495227 251806536 688691 0 0 108934168 99421393 0 7018066 26862959 0 0 0 0 12251492 13109448 509619385 398747184 123490663 110872201 645764314 861619375 152329748 46877813 0 2215761 2536966 368266027 352027746 1420270239 1513327901 67375484 82834002 587998799 575221640 677326824 735262690 1332701107 1393318332 X 87569132 120009569 87569132 120009569 1420270239 1513327901 X 33231774 -791337 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 209471 106372 209471 106372 252285756 1983409111 252495227 1983515483 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 364026 272076 296586 315843 1248531 500000 500000 500000 500000 2000000 3000000 3668122 845969 3397719 1116372 7583703 4093389 8008969 3668123 25584578 11233870 -73 29234673 7583702 24414838 73 -1169667 25584578 1.00000 false true true 3637059 3637059 206963247 132975507 73987740 2725937 1478525 1247412 294872269 264293152 30579117 1420873 1420873 110872201 WILSHIRE PARTNERSHIPS 136775 F UBS REAL ESTATE TRUST 36711468 F CHARITABLE GIFT ANNUITY 56850 F PRIVATE EQUITY 96000 F DEFERRED FINANCING COSTS 25146275 I/C AFFILIATE - INVESTMENT POOL 122933730 LAND & BUILDING HELD FOR DEVELOPMENT 12686842 LEGACY REAL ESTATE ASSETS 600363 LONG TERM INTERCOMPANY RECEIVABLE 4937607 LONG TERM INVESTMENT HELD FOR CAPITAL 2245572 352027746 I/C AFFILIATE - INVESTMENT POOL 538803200 NONCURRENT BENEFITS LIABILITY 34559004 NONCURRENT PENSION LIABILITY 113876339 NONCURRENT WORKERS' COMP LIABILITY 54662 RESERVE FOR PROFESSIONAL LIABILITY COSTS 47969482 Rounding 3 735262690 291936000 291936000 -6208999 -6208999 285727001 258704000 258704000 -6208773 -6208773 252495227 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 81855 1 1 81855 81855 false false true true true false true ALBERTINA KERR CENTERS 424 NE 22ND AVE PORTLAND OR 97232 931297104 501(c)(3) 52500 0 24 HOURS KERR GALA TABLE AMERICAN HEART ASSOCIATION 1200 NW NAITO PARKWAY PORTLAND OR 97209 360726140 501(c)(3) 15000 0 CPR IN SCHOOLS BASIC RIGHTS EDUCATION FUND PO BOX 40625 PORTLAND OR 97240 931266613 501(c)(3) 10000 0 BRO GALA, PROGRAM SUPPORT BOYS & GIRLS CLUBS OF SW WA 1111 MAIN ST 605 VANCOUVER WA 98660 911978646 501(c)(3) 50000 0 MENTAL HEALTH PLEDGE CENTRAL CITY CONCERN 232 NW SIXTH AVE PORTLAND OR 97209 930728816 501(c)(3) 894222 0 HOUSING CAPITAL CAMPAIGN CHELSEA HICKS FOUNDATION PO BOX 755 TUALATIN OR 97062 270869273 501(c)(3) 7500 0 CHELSEA'S CLOSET SPONSORSHIP CHILDRENS CANCER ASSOCIATION 7524 SW MACADAM SUITE B PORTLAND OR 97219 931181662 501(c)(3) 15000 0 WONDERBALL GALA & MUSIC RX PGM COLLEGE POSSIBLE 755 PRIOR AVE N 210 ST PAUL MN 55104 411968798 501(c)(3) 10000 0 STUDENT ACT PREP DONATE LIFE NORTHWEST 2525 SW 1ST AVE SUITE 175 PORTLAND OR 97201 930867552 501(c)(3) 10000 0 DMV FOCUSED PROGRAMS FARMWORKERS HOUSING DEVELOP 1274 5TH ST 1A WOODBURN OR 97071 931055994 501(c)(3) 50000 0 CHF GRANT FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 15300 0 IMMUNIZATION PGM,PROJECT ACCESS PGM FRIENDLY HOUSE 2617 NW SAVIER PORTLAND OR 97210 930524232 501(c)(3) 8500 0 ANNUAL AUCTION & COMMUNITY NIGHTS HISPANIC METROPOLITAN CHAMBER 2402 NE OREGON ST PORTLAND OR 97232 931156358 501(c)(3) 13841 0 SCHOLARSHIPS HUMAN SOLUTIONS INC 12350 SE POWELL BLVD PORTLAND OR 97236 930977166 501(c)(3) 50000 0 HOUSING SUPPORT JDRF 7000 SW HAMPTON ST 100 PORTLAND OR 97223 231907729 501(c)(3) 6000 0 HOPE GALA, ONE WALK, PLEDGE KINSHIP HOUSE 1823 NE 8TH AVE PORTLAND OR 97212 931180331 501(c)(3) 10000 0 MENTAL HEALTH SVCS LATINO NETWORK 240 N Broadway Suite 214 PORTLAND OR 97227 731675402 501(c)(3) 15000 0 PROGRAM SUPPORT LIFEWORKS NW 14600 NW CORNELL RD PORTLAND OR 97229 930502822 501(c)(3) 15000 0 EVENT SPONSOR LIFT URBAN PORTLAND 2701 NW VAUGHN ST 102 PORTLAND OR 97210 930923776 501(c)(3) 6100 0 LH FOOD DRIVE NATIVE AMERICAN YOUTH AND FAM 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501(c)(3) 13500 0 ANNUAL GALA, EARLY COLLEGE PLEDGE NEW AVENUES FOR YOUTH 1120 SW COLUMBIA ST PORTLAND OR 97201 930910213 501(c)(3) 60000 0 COMEDY SHOWCASE NORTHWEST FAMILY SERVICES 6200 SE KING RD PORTLAND OR 97222 930841022 501(c)(3) 25000 0 PROJECT ACCESS NETWORK SUPPORT OREGON CENTER FOR NURSING 5000 N WILLAMETTE BLVD PORTLAND OR 97203 743052430 501(c)(3) 10000 0 2018 ANNUAL FUNDRAISER OREGON TRAUMA RESEARCH & EDUC PO BOX 90455 PORTLAND OR 97290 930867408 501(c)(3) 10000 0 PIONEERS IN TRAUMA EVENT OTHERS - LESS THAN 5001 C/O 1919 NW LOVEJOY ST PORTLAND OR 97209 501(c)(3) 130440 0 GRANTS UNDER $5,000 OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(c)(3) 10000 0 MEDICAL OUTREACH TEAMS PARTNERS FOR A HUNGER FREE OR 712 SE HAWTHORNE BLVD 202 PORTLAND OR 97212 204970868 501(c)(3) 15000 0 CHILD NUTRITION PRG PORTLAND STATE UNIVERSITY FOUNDATION 2125 SW 4TH AVE STE 510 PORTLAND OR 97201 930619733 501(c)(3) 24000 0 SCHOLARSHIPS PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 743645 0 FOUNDATIONAL ADMIN SUPPORT, GALA RONALD MCDONALD HOUSE CHARITI 2620 N COMMERCIAL PORTLAND OR 97227 930806912 501(c)(3) 20000 0 ELEVATING ACCESS FOR RURAL OREGON ROSE HAVEN 627 NW 18TH AVE PORTLAND OR 97209 205922682 501(c)(3) 7500 0 ROSES WALK- NUTRITION PRG SUPPORT SILVERTON AREA COMMUNITY AID PO BOX 1305 SILVERTON OR 97381 930884237 501(c)(3) 5500 0 SACA BENEFIT AUCTION & GEN DONATION SW COMMUNITY HEALTH CENTER 7754 SW CAPITOL HWY PORTLAND OR 97219 743050497 501(c)(3) 15000 0 ANNUAL OPERATING SUPPORT THE OR COMMUNITY FOUNDATION 1221 SW YAMHILL ST 100 PORTLAND OR 97205 237315673 501(c)(3) 150000 0 SAFETY NET COLLABORATION THE WALLACE MEDICAL CO PO BOX 6972 PORTLAND OR 97228 930853709 501(c)(3) 15000 0 SAFETY NET SUPPORT TRANSITION PROJECTS 475 NW GLISAN ST PORTLAND OR 97209 930591582 501(c)(3) 10000 0 2019 IMPACT GALA, PEER HEALTH PRG URBAN LEAGUE OF PORTLAND 10 N RUSSELL PORTLAND OR 97227 930395590 501(c)(3) 8000 0 YOUTH PRG, EQUAL OPP DINNER VIRGINIA GARCIA MEMORIAL FDTN PO BOX 486 CORNELIUS OR 97113 912077840 501(c)(3) 19000 0 EVENT SPONSOR, SAFETY NET CLINIC WORKSYSTEMS INC 1618 SW 1ST AVE 450 PORTLAND OR 97201 930857426 501(c)(3) 17100 0 YOUTH EMPLOYMENT PROGRAM YAKIMA VALLEY FARM WORKERS PO BOX 190 TOPPENISH WA 98948 911019392 501(c)(3) 15000 0 SAFETY NET CLINIC SUPPORT 40 0 Grantmaker's Description of How Grants are Used Legacy provides grants to the community through the Community Health Fund which was established in 1999 by the Legacy Board of Directors. The Legacy Board oversees a $10 million Community Health Fund helping to address major community health issues. The majority of the grants are for three years. The Community Benefit and Community Relations senior leadership along with two Legacy Board members review applications providing grants only to 501(c)(3) organizations. Follow up occurs annually regarding the use of the funds. In addition Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy's Community Affairs Department administers these grants, assuring the organizations meet the 501(c)(3) qualifications and the money is used for its intended purpose. X X true true X X X X X false true false true true true true false true true AMY CHAUMETON MD DIRECTOR 320624 -565 26430 18916 365405 ANNA LOOMIS CFO & TREASURER 172306 53500 12091 16038 13782 267717 CAROL A BRADLEY SR VP 388574 34262 175680 22312 31119 651947 131313 CHRIS FARENTINOS MD FORMER KE 239887 -65 9486 24310 273618 EVERETT NEWCOMB III MD SR VP 674989 89867 17875 37003 819734 29824 GEORGE J BROWN MD President & CEO 650860 687778 144007 24047 24747 1531439 73934 JENNIFER NEW DIRECTOR 188223 -6534 5594 23007 210290 JOHN J KENAGY SR VP 417047 17339 24465 33594 492445 JONATHAN HILL MD BOARD DIRECTOR 485014 129938 6889 6875 52343 681059 JUDITH T MARCUS MD DIRECTOR 300000 2476 8756 11580 322812 KATHLEEN STONER VP 202096 67029 2529 1563 490 12147 15645 4174 231451 74222 KATHRYN CORREIA President & CEO 630871 121720 46210 70485 18817 888103 KELLY AURAND DIRECTOR 258408 22796 -2784 19250 19268 316938 LESLIE ROOT MD BOARD DIRECTOR 152829 44718 -367 6980 3485 207645 LEWIS L LOW MD SR VP 578313 9010 44620 27679 659622 MAUREEN A BRADLEY SR VP 273745 3400 16019 17929 311093 MELINDA J MULLER MD VP 382676 -716 17508 34974 434442 MICHAEL TEWFIK MD DIRECTOR 255564 39940 12698 18563 31585 358350 ROBERT E DEWITT SR VP & SEC 465289 84528 27385 18120 595322 ROBERT WARNOCK MD DIRECTOR 324868 27816 18273 16657 387614 SARAH K JENSEN INTERIM CFO 261081 18785 -714 12550 12552 304254 SONJA O STEVES SR VP 379245 37924 -1657 32642 26188 474342 THOMAS W BICKETT VP 235837 2262 15901 26555 280555 TRENT S GREEN FORMER SR. VP 533578 24457 23189 34215 615439 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 2018, some 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 a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). 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 2018, Dr. Hill received compensation related to his duties as Medical Director at Legacy Emanuel Hospital. Dr. Root also received compensation for medical services provided to Legacy Emanuel Hospital. Dr. Fullman and Dr. Desai received compensation for medical services provided to Legacy Meridian Park Hospital and Legacy Mount Hood Medical Center respectively. There was no other reportable compensation received by any board member during 2018.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. 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.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, cell phone 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.The Legacy Health Board approved the goals and long-term objectives for the Executive Long-Term Incentive Plan effective April 1, 2017 for 3 years ending on March 31, 2020. The plan is discretionary and can be terminated at any time. The purpose of the Plan is to achieve market share growth in key areas identified in Legacy Healths strategic plan. Targets for operating margins and clinical quality are required over the three-year period and all goals are measured at March 31, 2020.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 CLACKAMAS COUNTY OREGON 930847114 179027VL8 2008-11-13 150000000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false false B OR FACILITIES AUTHORITY 936001787 68608JKV2 2010-01-13 126570447 FINANCING CURRENT REFUNDING REVENUE BONDS false false false C OR FACILITIES AUTHORITY 936001787 68608JPC9 2011-05-05 115691620 FINANCING REFUNDING REV BONDS false false false D OR FACILITIESWELLS FARGO 936001787 000000000 2014-06-30 71720000 FINANCING REFUNDING REV BONDS false false false A 50000000 150000000 1317000 228625 148454375 2010 false false true true B 97320000 126570447 1633485 124936962 true false true true C 48460000 115691620 1071770 114619850 true false true true D 78261090 451090 77810000 true false true true A false false true true false false B false false true true false 0.00210 0.00210 false C false false true true false false D false false true true false false A false true true false true CALYON TRINITY 1.5000 true false true B false true true false false false true C false true false false false true D false true true false false false true A true B true C true D true Part VI PART II, LINE 3For the 2014 and 2016 bonds, line 3 proceeds do not match the issue price listed in Part I, column(e) because Part II includes source funds that were a release of debt service for a refunded issue. PART IV, ARBITRAGE, LINE 2CDate of rebate computation for Clackamas County (Issuer A): 5/5/2014Date of rebate computation for OR Facilities Authority (Issuer B): 4/14/15Date of rebate computation for OR Facilities Authority (Issuer C): 6/21/16 A OR FACILITIES AUTHORITY 936001787 68608JVS7 2016-11-10 320774739 FINANCING REFUNDING REV BONDS false false false A 326700923 21284381 2571800 54954683 124129122 123760936 true true false true A false false true true false false A false true false false false true A true Miles Jackson Employee 102349 Fam Mem of J Friedman Dir false Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The Legacy bylaws were amended and restated on November 29, 2018. The documents were amended to reflect changes to the Medical Quality & Credentialing Committee. The following changes were made to the bylaws:1. The number of voting members that the Medical Quality & Credentialing Committee can have was changed from twenty-four(24) to twenty-three(23). 2. The prior bylaws referenced that one (1) physician from among the physicians nominated by the Medical Executive Committee of the Medical Staff of each hospital listed in section 5.3(b) of the bylaws separately. This was changed to having three(3) to four(4) Medical Staff Presidents-elect of the hospitals listed in Section 5.3(b)(3) and the Randall Children's Hospital Chairman-elect in the second year of their terms. 3. Number of physicians serving at large, nominated by the other members of the Medical Quality & Credentialing Committee was changed from one(1) to one(1) or two(2). Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body 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, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders 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, Line 11b: Form 990 Review Process 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 Committee received a memorandum with a draft 990 return highlighting key areas and requesting feedback. Questions from the Board Audit 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 Committee. Depending on the deadline for the 990 return filing and the Board Audit Committee meeting this discussion may take place following the filing of the return. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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., Compliance Committee, Audit Committee of the Board). Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The following describes the compensation practices of Legacy and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. 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.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, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Decreases ADDITIONAL MINIMUM PENSION LIABILITY = -$2517072 Other Changes In Net Assets Or Fund Balances - Other Decreases ROUNDING = -$4 Other Changes In Net Assets Or Fund Balances - Other Increases TRANSFER FROM FOUNDATION = $1726179 Other Changes In Net Assets Or Fund Balances - Other Decreases TRANSFER TO AFFILIATES = -$440 990 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 $18,013,882.Entity AmountLHS 2,070,381LEHHC 11,235,752LGSMC 2,444,203LMPH 1,052,602LMHMC 1,207,877LSH 3,067LSCH 0 LEGACY HEALTH SYSTEM CPC LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON PAY COMPANY OR 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 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 AT 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 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 N/A true EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 936095667 CHARITABLE FOUNDATION OR 501(C)(3) 7 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 MERIDIAN PARK MEDICAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 930773410 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true MT HOOD MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 930794951 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 ADVENTIST VENTURE 1919 NW LOVEJOY ST PORTLAND OR 97209 931121816 HEALTHCARE OR 501(C)(3) 9 N/A false 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 Related 72139 9102010 false false 0.50100 LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 AIR AMBULANCE OR LEHHC Related 8964927 29823029 false false 0.25000 WALGREENS INFUSION SERV AT LEGACY LLC 104 WILMOT ROAD MS 1435 DEERFIELD IL 60015 203161422 INFUSION OR LVNA Related 1001261 3577864 false false 0.50000 NORTHWEST HOSPITAL PARTNERSHIP INC 1919 NW LOVEJOY ST PORTLAND OR 97209 930973009 INVESTMENT OR LGSHMC INVESTMENT 100000 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 Related -2217049 2543546 false false 0.50000 MANAGED HEALTHCARE NORTHWEST 1919 NW LOVEJOY ST PORTLAND OR 97209 930914759 MEDICAL OR LEGACY MT HOOD MEDICAL CENTER C -60103 419413 0.75000 false LEGACY HEALTH SYSTEM INSURANCE COMPANY 1919 NW LOVEJOY ST PORTLAND OR 97209 030322342 INSURANCE NA C 55733 364688 1.00000 false true true true true true false true true true true false true true true true true true true true LEGACY EMANUEL HOSPITAL & HEALTH CENTER a 5435164 Fair value LEGACY EMANUEL HOSPITAL & HEALTH CENTER g 53847 Cash LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL a 141990 Fair Value LEGACY MERIDIAN PARK HOSPITAL a 768883 Fair Value LEGACY MOUNT HOOD MEDICAL CENTER a 1083583 Fair value LEGACY SALMON CREEK HOSPITAL a 2096764 Fair value LEGACY SALMON CREEK HOSPITAL g 8367571 Cash EMANUEL MEDICAL CENTER FOUNDATION c 121952 Cash EMANUEL MEDICAL CENTER FOUNDATION l 292781 Actual Cost RANDALL CHILDRENS HOSPITAL FOUNDATION c 144039 Cash RANDALL CHILDRENS HOSPITAL FOUNDATION l 695750 Actual Cost GOOD SAMARITAN FOUNDATION c 315039 Cash GOOD SAMARITAN FOUNDATION l 1112207 Actual Cost MERIDIAN PARK MEDICAL FOUNDATION l 214251 Actual Cost MT HOOD MEDICAL CENTER FOUNDATION c 78722 Cash MT HOOD MEDICAL CENTER FOUNDATION l 57645 Actual Cost SALMON CREEK HOSPITAL FOUNDATION c 90831 Cash SALMON CREEK HOSPITAL FOUNDATION l 211203 Actual Cost LEGACY HEALTH FOUNDATION c 1900507 Cash SILVERTON HEALTH a 1586982 Fair value SILVERTON HEALTH FOUNDATION l 155251 Actual Cost