2019-02-15T16:09:03-08:00 2018-03-31 990 2017-04-01 930281321 SILVERTON HEALTH DBA LEGACY SILVERTON HEALTH SILV 5034155600 342 FAIRVIEW STREET SILVERTON OR 97381 ANNA L LOOMIS CFO & TREASURER 2019-02-15 2017 2019-02-21 02:37:17Z KATHRYN CORREIA 132100399 false false X N/A X 1918 OR Through Silverton Health (SH), we come together to improve the health of our communities. SH's mission is to encourage wellness, deliver quality health care and build a collaborative team fostering integrity, accountability and innovation. 13 13 935 105 857425 -352334 148937 72778 68687214 131824039 5626 15984 187598 68841777 132100399 6656 0 35908554 61943047 0 0 35395528 83156111 71304082 145105814 -2462305 -13005415 62691179 47221162 22388696 19924092 40302483 27297070 Through Silverton Health we come together to improve the health of our communities. Recognizing our responsibility for careful use of resources, it is our mission to encourage wellness and deliver quality health care, to organize ourselves as a collaborative team fostering integrity, accountability and innovation, and to create an environment that promotes compassion and recognizes the dignity of all, with sensitivity to the values and cultures of those who entrust us with their care. false false 111980587 6656 131824039 SH provides inpatient and outpatient care and education services to the communities it serves. In support of its mission, SH voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are unisured. During fiscal year 2018, SH incurred uncompensated costs of roughly $5,747,600 associated with its financial assistance program. In addition to charity care, SH provides services under various states' Medicaid programs for financially needy patients and Medicare beneficiaries for which the cost of treating these patients exceeds the government payments received. During fiscal year 2018, SH incurred approximately $24,951,100, $18,734,160 and $842,510 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. SH also provides a variety of other community benefit activities such as medical education, donations to other charitable entities, research, and other health improvement services which totaled roughly $761,825 during fiscal year 2018.SH is part of Legacy, which collectively provided over $49 million, $223 million, $142 million, and $3 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2018. In addition, Legacy provided over $25 million in other community benefit activities during fiscal year 2018. 111980587 true true false true false false false false false true true false false false true false false true false false false false false false false false true true true false true false false false false false false false false false false false false false false false false true false false false true 0 0 true 935 true true true false false false false false false 0 false false false false false false false false false false X 13 13 false true false false true 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 DAVE BUCK Vice Chair 2.00 0.00 X X 0 0 0 GEORGE J BROWN MD BOARD DIRECTOR 2.00 40.00 X 0 2395494 222598 ELIZABETH BLOUNT MD BOARD DIRECTOR 2.00 2.00 X 0 0 0 DAVID BRIGGS Secretary 2.00 0.00 X X 0 0 0 DENISE CHUN MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 BETH DAVISSON BOARD DIRECTOR 2.00 0.00 X 0 0 0 SCOTT DERICKSON BOARD DIRECTOR 2.00 0.00 X 0 0 0 MIKE DICKMAN Chairman 2.00 0.00 X X 0 0 0 ROBERTO FRANCO BOARD DIRECTOR 2.00 0.00 X 0 0 0 JEFFREY D FULLMAN MD BOARD DIRECTOR 2.00 4.00 X 0 46420 0 FRANK GOLDEN MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 SHANDRA GREIG MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 KEITH HAUGEN MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 JANE JONES BOARD DIRECTOR 2.00 2.00 X 0 0 0 DARCY RUEF Treasurer 2.00 0.00 X X 0 0 0 ROBERT E DEWITT SR VP & SEC 0.00 40.00 X 0 521094 87497 LINDA S HOFF CFO & TREASURER 0.00 40.00 X 0 768339 32416 SARAH K JENSEN INTERIM CFO 0.00 40.00 X 0 302818 36295 KAREN M BRADY VP 40.00 0.00 X 186652 0 36431 LINDA DAMIANO MEDICAL DIRECTOR 40.00 40.00 X 39591 143769 26033 DANIEL JESSUP CFO 40.00 0.00 X 186180 0 11740 SARAH FRONZA HOSPITAL PRESIDENT 40.00 0.00 X 313524 0 45876 CAROL A BRADLEY SR VP 0.00 40.00 X 0 470331 115697 MAUREEN A BRADLEY SR VP 0.00 40.00 X 0 347210 82316 TRENT S GREEN SR VP 0.00 40.00 X 0 847838 49419 JOHN J KENAGY SR VP 0.00 40.00 X 0 758083 109586 LEWIS L LOW SR VP 0.00 40.00 X 0 698835 117365 EVERETT NEWCOMB III MD SR VP 0.00 40.00 X 0 1299729 122709 SONJA O STEVES SR VP 0.00 40.00 X 0 460474 160757 DAVID A THORSETT MD PHYSICIAN 40.00 0.00 X 735392 0 57821 PAUL A BREWER MD PHYSICIAN 40.00 0.00 X 574682 0 42564 NICOLE LORENZ MD PHYSICIAN 40.00 0.00 X 389813 0 24216 JESSE BOHRER-CLANCEY MD PHYSICIAN 40.00 0.00 X 360315 0 34714 KEITH HAUGEN MD PHYSICIAN 40.00 0.00 X 335871 0 58970 3122020 9060434 1475020 120 false true false NW ACUTE CARE SPECIALIST PC 825 NE MULTNOMAH ST STE 240 PORTLAND OR 97232 MEDICAL SERVICES 2712787 SILVER FALLS ANESTHESIA LLC PO BOX 92 SILVERTON OR 97381 PATIENT SERVICE 2306260 PT NORTHWEST LLC 685 36TH AVE NE SALEM OR 97301 PATIENT SERVICE 1735564 GE HEALTHCARE PO BOX 96483 CHICAGO IL 60693 MEDICAL SERVICES 373385 OREGON CORRECTIONS ENTERPRISES 3691 STATE ST SALEM OR 97309 CONTRACT SERVICES 195708 11 72778 72778 CAFE, PHARMACY & ETC 638787 638787 CHARITY CARE -8287955 -8287955 CONTRACTUAL ALLOWANCE -110277056 -110277056 PATIENT PROGRAM REV 621110 248892838 248892838 PHARMACY 857425 857425 131824039 4404 4404 0 0 187598 187598 187598 187598 11580 11580 11580 11580 0 0 0 0 132100399 130327827 857425 842369 6656 6656 0 0 0 989795 835873 153922 0 48593303 43739217 4854086 2139416 1019342 1120074 6731334 4142715 2588619 3489199 2073249 1415950 0 9060 9060 0 0 0 0 3376936 3376936 0 11989680 11155907 833773 0 0 3634677 2726008 908669 91633 68725 22908 0 0 15131 11348 3783 0 2812065 2109049 703016 1151143 1044498 106645 CONTRACT SERVICES 36827872 36143245 684627 ADMINISTRATIVE SERVICES FEES 19435062 19435062 BAD DEBTS 1552733 1552733 PHARMACY EXP 778311 778311 1481808 1196775 285033 145105814 111980587 33125227 0 9131387 -79572 0 0 23322174 19592063 0 0 0 1096057 1099805 1083545 169307 32644119 5135731 32152217 27508388 0 -6591324 -1347157 0 0 2497123 278328 62691179 47221162 17129494 16377070 5259202 3547022 22388696 19924092 X 40302483 27297070 40302483 27297070 62691179 47221162 X -13005415 2 X false true X true true true X false false 296586 296586 127383231 1990700383 127383231 1990996969 1000000 1000000 250000 250000 false 2000000 2000000 3000000 296586 296586 500000 500000 750000 332200 193123 1780 6032 521070 205441 189003 5630 67874 332200 176267 27569 8396 6790 205442 194250 539 -5539 12983 176267 197792 11400 15699 30641 194250 0.95000 0.05000 false true true 2740000 2740000 20903695 2625031 18278664 17066 3200 13866 8835117 2507500 6327617 148241 148241 27508388 Investment Other 1043372 F OTHER NONCURRENT LIABILITIES 3547022 3547022 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. Silverton Health Foundation maintains all charitable gifts including endowment funds for the benefit of Silverton Health 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. true true X true X 300.000000000 true X true true true false true true 5747623 5747623 0.03960 49271855 24320748 24951107 0.17200 1647353 804842 842511 0.00580 56666831 25125590 31541241 0.21740 133282 133282 0.00090 275383 275383 0.00190 353160 353160 0.00240 761825 761825 0.00520 57428656 25125590 32303066 0.22260 false 1552733 1024804 7667848 7359305 308543 true true 1 1 Silverton Hospital 342 FAIRVIEW ST SILVERTON OR 97381 www.legacyhealth.org 14-0030 X X X Silverton Hospital 1 false false true X X X X X X X X X 16 true true true true X www.legacyhealth.org true 16 true www.legacyhealth.org false false true X 300.0000 400.0000 X X X X X true true X X X true X www.legacyhealth.org X www.legacyhealth.org X www.legacyhealth.org X X X X X X true X false X X X X true X false false Part V, Line 5 - Account Input from Persons Who Represent the Community Legacy Silverton Medical Center participated in a joint community health assessment led by the health departments of Marion and Polk counties. This assessment represented a significant duplication of efforts and resources since the organizations were, for the most part, serving (and addressing) the same communities. Driven by these shared data needs, Marion and Polk counties joined forces with their mutual partners and stakeholders and established the Marion-Polk Community Health Assessment Steering Committee. Its vision was to ensure the community health assessment represents the whole community by looking at the broad definition of health including the community system and the environment.Steering Committee Member Organizations:Community Action AgencyKaiser PermanenteMarion County Early Childhood Learning HubMarion County Health DepartmentOSU ExtensionPolk County Health DepartmentSalem HealthSantiam HospitalSilverton HealthUnited WayWillamette Valley Providers Health AuthorityThe Steering Committee utilizes a national model, Mobilization for Action through Planning and Partnerships (MAPP) as the framework for the community health assessment. The four assessments of the MAPP framework include: Community Themes and Strengths, Local Public Health System Assessment, Community Health Status Assessment and The Forces of Change Assessment. Community health needs were identified through a comprehensive study of population, state, county and community data including: Surveying community partners working in social health, community, educational and correctional health setting and the community at large An assessment of the Marion County public health system Compiling data from national and state surveillance systems such as the Centers for Disease Control and Prevention and Oregon Health Authority Behavioral Risk Factor Surveillance Survey, as well as state and local data from birth and death records Community forums in Woodburn, Salem, Stayton, Dallas and Independence Part V, Line 6a - List Other Hospital Facilities that Jointly Conducted Needs Assessment The Marion County Community Health Improvement Partnership included the following facilities: Marion County Health Department Santiam Hospital Salem Health Oregon Child Development Coalition Silver Falls School District Woodburn School District Silverton Area Community Aid City of Silverton City of Woodburn French Prairie Nursing Home NW Senior and Disabilities Services Yakima Valley Farmworkers Bridgeway OSU Extension Services Marion County Children and Family Commission Woodburn Pediatrics Clinic Silverton Senior Center Marion County Health Advisory Board Silverton Together Willamette Valley Hospice Silver Falls Family YMCA Local business owners and community members WOODBURN FAMLY MEDICINE 1475 MT HOOD AVE WOODBURN OR 97071 PRIMARY CARE CLINIC WOODBURN DIAGNOSTIC IMAGING 693 RAY J GLATT CIRCLE WOODBURN OR 97071 OUTPATIENT CLINIC SH SPECIALIST CLINIC 452 WELCH ST SILVERTON OR 97381 SPECIALIST CLINIC MT ANGEL FAMILY MEDICINE 250 W MARQUAM ST MT ANGEL OR 97362 PRIMARY CARE CLINIC SILVERTON REHAB SERVICES 240 PHELPS ST SILVERTON OR 97381 OUTPATIENT CLINIC WOODBURN IMMEDIATE CARE 1475 MT HOOD AVE WOODBURN OR 97071 URGENT CARE CLINIC WOODBURN REHAB SERVICES 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC WOODBURN GENERAL SURGERY 1475 MT HOOD AVE WOODBURN OR 97071 SPECIALIST CLINIC MIDWIFERY AND WOMENS WELLNESS 409 WELCH ST SILVERTON OR 97381 PRIMARY CARE CLINIC KEIZER HEALTH CENTER 5685 INLAND SHORES WAY N KEIZER OR 97303 PRIMARY CARE CLINIC SILVERTON FAMILY PHYSICIANS 347 FAIRVIEW ST SILVERTON OR 97381 PRIMARY CARE CLINIC SILVERTON INTERNAL MEDICINE 347 FAIRVIEW ST SILVERTON OR 97381 PRIMARY CARE CLINIC WOODBURN SURGERY CENTER 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC WOODBURN STEPS 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC MCCLAINE STREET CLINIC 442 MCCLAINE ST SILVERTON OR 97381 PRIMARY CARE CLINIC TUKWILA MENTAL HEALTH 693 RAY J GLATT CIRCLE WOODBURN OR 97071 OUTPATIENT CLINIC Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense Silverton Health (SH) uses many different approaches to inform and educate patients on the availability of financial assistance as is described later in Part VI of Schedule Health. Still, many patients do not respond to requests for information or provide appropriate documentation to benefit from financial assistance. As a result, SH must report these amounts as bad debt. A portion of bad debt expense should be considered as charity care, using reasonable methodologies to analyze the information. Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit The estimated amount of bad debt expenses attributable to charity care policy was calculated using the demographic profile of household income and average household size in the zip code areas around the hospital. 66% of Households in the LSMC service area would qualify for financial assistance with incomes under 400% of the Federal Poverty Guidelines using this methodology. Part III, Line 4 - Bad Debt Expense The footnote that explains the Legacy bad debt expense can be found on page 11 of the attached audited financial statements. Part III, Line 8 - Explanation Of Shortfall As Community Benefit The entire Medicare shortfall should be considered a community benefit. Medicare shortfalls must be absorbed by the hospital in order to continue treating the elderly in the community served by the hospital. The hospital provides care regardless of this shortfall and thereby relieves the federal government of the burden of paying the full cost for Medicare beneficiaries. The Medicare amounts listed in Part III Section B. on lines 5, 6, and 7 do not represent all of the organization's revenues and costs associated with its participation in Medicare programs. The methodology used in reporting in Part III Section B Medicare is inconsistent with the other sections in Schedule H, as the instructions limit Medicare revenues and allowable cost to those from only the Medicare Cost Report. Revenue and costs from Medicare Part C patients, Part B physician services billed by the organization, and clinical laboratory services weren't included. In addition, hospitals incur other costs to provide care that Medicare does not allow in the cost report, such as Physician Call pay to ensure adequate physician coverage for the ED. The total revenues and costs attributable to all Medicare services are $23,701,965 and $42,436,127 respectively. This results in a total Medicare shortfall of $18,734,162.Costing Methodology (Part III, Line 8).Medicare allowable costs were calculated using the costing methodologies in the Medicare Cost Report. The cost report arrives at total allowable hospital cost through a cost finding process that includes direct cost allocations and a step-down allocation of indirect or overhead costs. Inpatient operating costs are composed of general inpatient routine and ICU unit costs derived from cost per diems, as well as inpatient ancillary service costs that utilize cost to charge ratios to arrive at cost. Apportionment of cost applicable to hospital outpatient services is through the application of cost to charge ratios. This excludes other costs incurred to provide services of the hospital to the community that the cost report deems as unallowable costs, such as Physician on-call pay. Part III, Line 9b - Provisions On Collection Practices For Qualified Patients Legacy provides care without charge or at amounts less than its established rates to patients who meet certain criteria under its financial assistance policy. Since Legacy does not pursue collection of amounts determined to qualify as charity care, they are excluded from net patient service revenues. Part VI, Line 2 - Needs Assessment The described CHNA provides the primary source for assessing needs. Community Benefit and Community Relations staff as well as Legacy representatives on nonprofit and community based boards serving communities at risk also provide ongoing informal feedback regarding needs. These are then aligned to the community health needs identified in the formal CHNA.SH also uses a product from Healthy Communities Institute which provides high-quality community health assessment data, improved health indicator tracking, best practice sharing and community development tools that function together to help improve the health and environmental sustainability of the community. The product (which highlights by county and zip code) is used in conjunction with community health work groups which are assembled in three areas of our PSA: Salem, Silverton and Woodburn. We also work with local not-for-profit community organizations and local schools to identify additional smaller needs.Direct requests (via email, call, letter) from state, local, and not-for-profit groups/organizations are also received for assistance in meeting other health and community building needs. Part VI, Line 3 - Patient Education of Eligibility for Assistance SH employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, SH's financial assistance program, and public assistance programs, such as Medicaid. The criteria for financial assistance under SH's program 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, the SH's Financial Assistance Program provides an uninsured discount of 35% to patients who are self-pay. Further discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level or roughly $98,400 for a family of four in the Portland, Oregon metropolitan area. 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. In addition to financial counselors and social workers, SH makes every effort to communicate its Financial Assistance Program to all patients. This includes signage in main admitting areas of the hospital and brochures explaining financial assistance in all patient care areas, translated for patients/individuals with limited English proficiency (LEP). Financial counselors are available to assist patients in understanding and applying for available resources, including the SH's Financial Assistance Program. SH's website also has information about the availability of financial assistance. SH offers financial assistance customer service Monday through Friday, as well as the availability of voice mail so patients can leave confidential, detailed messages during non-business hours. Patients are encouraged to sign up for MyHealth, a secure online tool to access their medical record. Using their MyHealth account they can correspond with a financial counselor via email. Finally, all of SH's billing statements include information regarding the availability of financial assistance. If SH requires the use of a collection agency, those agencies are required to provide a telephone number that patients can call to request financial assistance.In 2010, Legacy Health established the Health Literacy initiative. Nearly all Legacy employees are touch points to patients and families and health literacy is involved in every touch point. What is health literacy? The Institute of Medicine defines health literacy as the capacity to obtain, understand, and process basic health information and services needed to make appropriate health decisions. In short, health literacy is the ability to understand and act on health information. Nearly half of the U.S. adult population has a low level of health literacy. Patients with low health literacy are less likely to comply with treatment, less likely to seek preventive care and twice as likely to be hospitalized. Quality, safety and cost are all affected by a patients inability to understand medical instructions and to explain their symptoms/issues. Legacy's employees are learning and practicing new way of communicating with patients using health literacy tools such as universal precautions, plain language and teach back methods.Annual education is provided to all billing and admitting staff so they can be kept informed of and speak with knowledge about current financial assistance policies and options. SH provides copies of the latest policies in main admitting areas, as well as with the hospital financial counselor, online via the website and through MyHealth. Part VI, Line 4 - Community Information Legacy Silverton Medical Center defines service area based on actual patient origin (ZIP codes) and geographic location. Legacy Silverton Medical Center sits in the Willamette Valley, located in Marion County, Oregons fifth most populous county. Marion County represents the majority of the Legacy Silverton primary service area and covers about 1,200 square miles with a certified population estimate of 341,286, according to 2017 population data an increase of 1.6 percent over 2016. Marion County has the following demographics for race and ethnicity: 65.5 percent non-Hispanic white, 26.7 percent Hispanic, 2.4 percent Asian, 1.5 percent African American, 1 percent Native Hawaiian and other Pacific Islander, and 2.6 percent Native American/Alaskan. The primary service area includes the cities/towns of Silverton, Woodburn, Mt. Angel, Scotts Mills, Gervais, Molalla, and Salem. Primary service area ZIP codes include: 97026, 97038, 97071, 97301-97303, 97305, 97306, 97317, 97362, 97375, and 97381. Notably, because Marion County is a region known for its agriculture, many of its communities see a seasonal influx of migrant farmworkers, with the Latino population the majority population in two of the communities (Woodburn and Gervais) and continuing to grow. Young Latinos represent the fastest growing segment of the primary service area population. According to Portland State University population forecast study, the average Marion County mom has 2.37 children while the average Marion County Hispanic mom has 3.51 children. We see the growth in our kindergarten classes where, according to the Oregon Department of Education, the majority of classes have more than 50 percent of students identifying as Hispanic. Socioeconomically, Marion County residents have a lower median household income than Oregon residents in general ($46,873 versus $50,251). Marion County also has a larger percent of its population (especially those under age 18) living below the federal poverty level when compared to the state. The percent of the population that is unemployed is about the same in Marion County as in Oregon overall. The Dignity Health and Truven Health Community Needs Index (CNI) is accepted as the national standard in identifying communities with health disparities and comparing relative need. CNI for the Marion County primary service area shows highest need in close proximity to Legacy Silverton: 97301-Salem/Four Corners, 97305-Salem/Brooks, and 97071-Woodburn. Part VI, Line 5 - Promotion of Community Health The Legacy Health Board is comprised of community and business leaders as well as representatives of the medical staff. The Legacy Silverton medical staff is open, with physicians submitting credentialing information reviewed according to Legacy Silverton policies and standards. Legacy Silverton collaborates with other health care providers, community-based organizations, business and the public on projects to improve the health of the community. A new collaborative, and the first collaborative medical initiative of its kind in the Pacific Northwest, Unity Center for Behavioral Health, is a joint effort between Adventist Health, Kaiser Permanente, Oregon Health & Science University and Legacy Health, providing psychiatric emergency services. Legacy has collaborated with more than a dozen community mental health partners in developing this new psychiatric center. Legacy also donates office space to a handful of nonprofit partners; in-kind lab donations to safety net clinics in our service areas; free meeting space to nonprofit and government partners; as well as screenings and support services, internships, information and referral services and health fairs. Legacys warehouse is open to nonprofit organizations to obtain surplus equipment and furniture. Clinical staff is involved with local communities through many child safety programs. In 1986, nurses in Emanuel Hospitals Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program. The American Hospital Association awarded the TNTT program its NOVA Award. In addition, Legacy staff members conduct free checks to show parents how to properly install car seats. Last year, Legacy staff fit and sold more than 4,240 bicycle helmets to children at a nominal or no fee based on need. Legacy staff members also provide new parents with training to reduce the incidences of shaken baby syndrome as well as an education and awareness program about window safety (to prevent children falling from upper stories). Part VI, Line 6 - Affilated Health Care System Legacy Silverton Medical Center is a subsidiary of Legacy Health (Legacy). Legacy is an integrated health system based in Portland, Oregon and primarily operates six acute care hospitals and dedicated childrens care offered at Randall Childrens Hospital at Legacy Emanuel, and related services (e.g., physician practices, hospice, preferred provider network) in the four-county metro area of Portland and SW Washington, and Marion County. In addition, Legacy Health is a collaborative partner with Unity Center for behavioral health. In 1998, the Legacy Health Board approved a $10 million 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 the systems generous charitable contributions. The Community Health Fund has provided 50 grants since 1998 totaling over $9 million; about 60 percent of these grants served communities of color. Following the acquisition of Silverton Medical Center, Legacy Health has continued to assess potential investment opportunities in the Marion County community; and is looking to focus efforts on increasing health care access and use of evidence-based preventative services for future Community Health Fund activities.In 1999, recognizing that education, employment and income inequities exist for communities of color, and that health professions are lacking in diversity, Legacy established the Health Occupation Profession and Education-HOPE program (formerly Youth Employment in Summer-YES). Each year between 5 and 15 students of ethnically diverse communities receive paid summer employment in departments where they work with health professionals; students are paid between $13-17 per hour and may work up to 400 hours during the summer. HOPE students also receive college scholarships between $3,000 and $10,000 annually. Students remain in the program as long as they remain in school and pursue health careers. Some students remain in the program as long as seven years graduating with a range of degrees from imaging tech, to bachelors in nursing, to medical residents. The vast majority of the students are the first in their families to go to college. To date, there have been more than 86 participating HOPE students.In 2010, Legacy Health established the Health Literacy initiative. Communication with patients such that patients both understand AND can act on the information required of and provided to them is critical to their health outcomes. Patients must use information to navigate the health system (complete insurance and government forms, sign consents, schedule appointments), manage diseases and acquire preventive screenings. Providers (defined as all staff interacting with or developing materials used by patients) are responsible for ensuring that patients can act on the information provided. Between 2012 and 2018, funded by the Community Health Fund, Legacy Health hosted an annual Oregon and SW Washington Health Literacy Conference. Legacy Health is the recognized leader in moving health literacy forward both in the health delivery system and broader community. Planning for the 2019 Health Literacy Conference is underway and is anticipated to surpass 700 attendees. In addition to the Community Health Fund, Legacy provided cash donations to local health and human service, education, economic development and civic organizations. Donations focus on organizations with year-round relationships through programs and board representationspecifically focused on organizations addressing disparities. Examples of Silverton partnerships include: Farmworker Housing Development Corporation, Liberty House, Salud Medical Center and Silverton Area Community Aide. Part VI, Line 7 - States Filing of Community Benefit Report OR false Medical Technologies Intl 112 223rd St SE Bothell WA 98021 911739181 501(c)(3) 0 6656 COST SUPPLIES FOR DISASTER ASSISTANCE 0 1 false true false true true true true false true true CAROL A BRADLEY SR VP 373569 91144 5618 82883 32814 586028 DANIEL JESSUP CFO 90772 95408 11740 197920 DAVID A THORSETT MD PHYSICIAN 675571 61150 -1329 49510 8311 793213 EVERETT NEWCOMB III MD SR VP 660401 568111 71217 86311 36398 1422438 440850 GEORGE J BROWN MD BOARD DIRECTOR 1089089 1138989 167416 186745 35853 2618092 921314 JESSE BOHRER-CLANCEY MD PHYSICIAN 364094 -3779 7039 27675 395029 JOHN J KENAGY SR VP 408037 334119 15927 75920 33666 867669 234566 KAREN M BRADY VP 174789 11488 375 19712 16719 223083 KEITH HAUGEN MD PHYSICIAN 287205 50244 -1578 28199 30771 394841 LEWIS L LOW SR VP 536624 124215 37996 84739 32626 816200 LINDA DAMIANO MEDICAL DIRECTOR 39656 132186 11456 -65 127 14664 3019 8350 42610 166783 LINDA S HOFF CFO & TREASURER 247494 485315 35530 16356 16060 800755 323064 MAUREEN A BRADLEY SR VP 264708 80209 2293 62124 20192 429526 NICOLE LORENZ MD PHYSICIAN 319616 70529 -332 13500 10716 414029 PAUL A BREWER MD PHYSICIAN 385507 198818 -9643 9121 33443 617246 ROBERT E DEWITT SR VP & SEC 414815 98137 8142 69612 17885 608591 SARAH FRONZA HOSPITAL PRESIDENT 269563 43749 212 21600 24276 359400 SARAH K JENSEN INTERIM CFO 251490 51501 -173 24194 12101 339113 SONJA O STEVES SR VP 361180 101063 -1769 136554 24203 621231 TRENT S GREEN SR VP 476447 372436 -1045 22286 27133 897257 253663 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 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 2017, Dr. Fullman received compensation for medical services provided to Legacy Meridian Park Hospital. There was no other reportable compensation received by any board member during 2017.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 toexecutives 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, 2014 for 3 years ending on March 31, 2017. The plan was discretionary and could be terminated at any time. The purpose of the Plan was to attract and retain highly qualified senior executives, to focus management performance and reward participants for contributing to the accomplishments of Legacys long-term objectives. The longterm strategic goals included the development of a health plan partnership strategy; partner withother local healthcare providers to open a center for behavioral health; expanded use of information technology and data analytics to improve patient care; and executing an urgent care strategy to improve access to care and reduce emergency visits. Targets for operating margins and clinical quality were required over the three-year period and all goals were measured at March 31, 2017. The Plan was funded and paid out in May 2017 after approval from the Legacy Health Compensation committee and the Legacy Health Board. The amount paid out was properly reported as deferred compensation in prior years. The total amount paid out is included in the CEO, CFO, COO and CIO and Chief Strategy Officers compensation reported as deferredin prior Form 990 in 2017. The amounts reported are $781,978, $323,064, $379,341, $234,566 and $253,663 respectively.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. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Legacy Health is the sole member of Silverton Health. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The affairs of Silverton Health are managed by the Board of Directors that includes the following:1. President of Silverton Health Medical Staff who serves Ex-Officio2. Elected Directors, and 3. One Legacy Director who is a voting member of the Legacy Health Board of Directors and appointed by Legacy Health Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The Elected Directors are nominated by Silverton Health for election by Legacy Health. Legacy Health can elect an Elected Director to the Board of Directors only if the Silverton Health Board has nominated that Director. 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 draft 990 returns for Legacy and Legacy Emanuel Hospital & Health Center highlighting key areas and requesting feedback. Questions from the Board Audit Committee are answered and changes made where appropriate. Any significant differences in disclosure from the draft 990 to the final 990 return for other affiliated entities, including Silverton Health 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. Legacy's audited consolidated financial statements include consolidating schedules which highlights Silverton Health's financial results.When changes are made to the Silverton Health Articles or Bylaws, Silverton Health 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 Increases Rounding = $2 Form 990 Schedule J Schedule J Reporting of Officers and Senior Management on Legacy Affilate Returns. The Legacy Officers, Senior Vice Presidents and other key employees may have responsibilities for the operations of the entire health system, including the affiliated entities. Their compensation is paid from and reported on the Legacy return(EIN 23-7426300). The compensation is reported again for informational purposes on related affiliated entity returns including, Legacy Emanuel Hospital & Health Center, Legacy Good Samaritan Hospital and Medical Center, Legacy Meridian Park Hospital, Legacy Mount Hood Medical Center, Legacy Salmon Creek Hospital, Silverton Health, Legacy Visiting Nurse Association, and Legacy Adventist Venture. Form 990, Part IV, question 12 Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting SH's financial results. SILVERTON HEALTH FOUNDATION 342 FAIRVIEW STREET SILVERTON OR 97381 930913392 CHARITABLE FOUNDATION OR 501(C)(3) LINE 7 N/A false LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 HEALTHCARE OR 501(C)(3) 11b N/A false LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 N/A false LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL 501(C)(3) 3 N/A false LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 N/A false LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK ST GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 N/A false LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A false LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 N/A false EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 936095667 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false MERIDIAN PARK MEDICAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 930773410 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false MT HOOD MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 930794951 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A false 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 false false true true false false false false true true true true false true false false false false false false SILVERTON HEALTH FOUNDATION c 72778 Cash SILVERTON HEALTH FOUNDATION m 20510 Actual Cost