LEGACY HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY HEALTH (EIN 23-7426300)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-02-15
- IRS object ID
- 201710469349303236
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-15T14:02:13-08:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237426300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA S HOFF | PersonNm |
| Person Title | CFO & Treasurer | PersonTitleTxt |
| Signature | 2017-02-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE J BROWN MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1919 NW LOVEJOY STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $228,887,475 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Legacy 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 five hospitals, inpatient and home hospice programs, | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 13320 | TotalEmployeeCnt |
| Total Gross UBI | -$72,402 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$72,402 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $517,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $469,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $143,037,796 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $191,731,721 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,061,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,564,483 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,074,531 | PYOtherRevenueAmt |
| CY Other Revenue | $1,204,729 | CYOtherRevenueAmt |
| PY Total Revenue | $185,691,177 | PYTotalRevenueAmt |
| CY Total Revenue | $214,970,840 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,224,205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,154,949 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $96,401,061 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $112,316,271 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,375,904 | PYOtherExpensesAmt |
| CY Other Expenses | $109,483,509 | CYOtherExpensesAmt |
| PY Total Expenses | $195,001,170 | PYTotalExpensesAmt |
| CY Total Expenses | $222,954,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,309,993 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,983,889 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,092,797,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,040,339,131 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,016,570,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $975,291,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,226,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,047,929 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include five hospitals, inpatient and home hospice programs, | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $222,517,044 | ExpenseAmt |
| Grant | $1,154,949 | GrantAmt |
| Revenue | $191,731,721 | RevenueAmt |
| Desc | Legacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH) 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 $29 million, $167 million, $102 million, and $2 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2016. In addition, Legacy provided over $19 million in other community benefit activities during fiscal year 2016.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 who have resided within Legacy's primary service area for a period of six months, are uninsured for hospital care, and have a household income of less than $100,000 annually. Further discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level or roughly $97,000 for a family of four in Portland, Oregon. For patients whose household income is at or below 200% 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 2016, Legacy provided charity care on 40,938 patient accounts, representing 3,949 inpatient accounts, and 36,989 outpatient accounts. In 2016, 8% of the patients receiving charity care received a full subsidy representing roughly 5% 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. The cost of providing services to Medicaid beneficiaries generally exceeds the reimbursement from these programs.Legacy provides services to Medicare beneficiaries and beneficiaries under other government programs (such as TRICARE), for which the cost of treating these patients exceeds the government payments received.The cost of services provided under these programs is determined based on the relationship of costs (excluding the provision for doubtful 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. This program assisted many patients in obtaining coverage through a third party, reducing the patients' financial responsibility. The costs associated with this program were $1.0 million and 1.6 million in 2016 and 2015, respectively. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | In 1998, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. For more than a decade, $500,000 has been 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 48 grants since 1998 totaling more than $8.1 million. Recognizing that education, employment and income inequities exist for communities of diversity, and that health professions are lacking in diversity, Legacy established the Youth Employment in Summer program. African American and Hispanic youth receive paid summer employment in departments where they worked with health professionals and earned college scholarships between $3,000 and $6,000 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $222,517,044 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1036 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13320 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA S HOFF | PersonNm |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BISHOP DAVID BRAUER-RIEKE | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BARBER | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $13,132 | $0 | $0 | |||
| JONATHAN HILL MD | |||||||||
| BOARD DIRECTOR | 3.00 | 40.00 | Yes (X) | $11,500 | $380,204 | $22,059 | |||
| JAMES WALKER | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $14,917 | $0 | $0 | |||
| ROBERT L CORNIE | |||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $18,731 | $0 | $0 | |||
| JEFFREY D FULLMAN MD | |||||||||
| Chairman | 3.00 | 1.00 | Yes (X) | $33,283 | $7,000 | $0 | Yes (X) | ||
| JEFFREY S GORDON | |||||||||
| Chairman | 5.00 | 0.00 | Yes (X) | $31,750 | $0 | $0 | Yes (X) | ||
| RT REV MICHAEL J HANLEY | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD S KING | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $33,000 | $0 | $0 | Yes (X) | ||
| PATRICK REITEN | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $13,500 | $0 | $0 | |||
| CORLISS A MCKEEVER | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $11,000 | $0 | $0 | |||
| STEPHEN NEWBERRY MD | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| JOHN W WINTER JR | |||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $24,500 | $0 | $0 | |||
| SHERYL MANNING | |||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $19,750 | $0 | $0 | |||
| ROBERT E DEWITT | |||||||||
| SR VP & SEC | 40.00 | 0.00 | Yes (X) | $443,595 | $0 | $40,788 | Yes (X) | ||
| LESLIE ROOT MD | |||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $16,837 | $0 | $0 | |||
| GEORGE J BROWN MD | |||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $1,810,933 | $0 | $467,935 | Yes (X) | ||
| DAVID RAMUS | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $9,250 | $0 | $0 | |||
| CHARLES WILHOITE | |||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE PINNEY | |||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $11,000 | $0 | $0 | |||
| LINDA S HOFF | |||||||||
| CFO & TREASURER | 40.00 | 0.00 | Yes (X) | $659,680 | $0 | $179,147 | Yes (X) | ||
| CAROL A BRADLEY | |||||||||
| SR VP | 40.00 | 0.00 | $446,480 | $0 | $67,426 | Yes (X) | |||
| TRENT S GREEN | |||||||||
| SR VP | 40.00 | 0.00 | $505,430 | $0 | $154,095 | Yes (X) | |||
| SONJA O STEVES | |||||||||
| SR VP | 40.00 | 0.00 | $408,685 | $0 | $89,604 | Yes (X) | |||
| WAYNE L CLARK | |||||||||
| VP | 40.00 | 0.00 | $315,743 | $0 | $17,924 | Yes (X) | |||
| THOMAS W BICKETT | |||||||||
| VP | 40.00 | 0.00 | $234,662 | $0 | $40,064 | Yes (X) | |||
| MAUREEN A BRADLEY | |||||||||
| SR VP | 40.00 | 0.00 | $341,606 | $0 | $50,018 | Yes (X) | |||
| PATRICIA M GIANELLI | |||||||||
| DIRECTOR | 40.00 | 0.00 | $249,772 | $0 | $56,146 | Yes (X) | |||
| CHRISTIANE FARENTINOS MD | |||||||||
| VP | 40.00 | 0.00 | $171,337 | $0 | $37,875 | Yes (X) | |||
| JON J HERSEN | |||||||||
| VP | 40.00 | 0.00 | $235,155 | $0 | $46,858 | Yes (X) | |||
| LAUREN FOOTE CHRISTENSEN | |||||||||
| VP | 40.00 | 0.00 | $149,692 | $0 | $46,005 | Yes (X) | |||
| EVERETT NEWCOMB III MD | |||||||||
| SR VP | 40.00 | 0.00 | $838,091 | $0 | $216,944 | Yes (X) | |||
| JOHN J KENAGY | |||||||||
| SR VP | 40.00 | 0.00 | $474,101 | $0 | $140,331 | Yes (X) | |||
| LEWIS L LOW MD | |||||||||
| SR VP | 40.00 | 0.00 | $607,597 | $0 | $85,666 | Yes (X) | |||
| ANTHONY J MELARAGNO MD | |||||||||
| VP | 40.00 | 0.00 | $520,283 | $0 | $83,819 | Yes (X) | |||
| AISHA B FURBACH | |||||||||
| VP | 40.00 | 0.00 | $229,226 | $0 | $23,244 | Yes (X) | |||
| MILROSE J MERCADO | |||||||||
| VP | 40.00 | 0.00 | $199,486 | $0 | $35,379 | Yes (X) | |||
| KATHY TRUONG | |||||||||
| RN | 55.00 | 0.00 | $237,728 | $0 | $44,285 | Yes (X) | |||
| MICHAEL TEWFIK MD | |||||||||
| DIRECTOR | 40.00 | 0.00 | $329,503 | $0 | $48,335 | Yes (X) | |||
| AMY CHAUMETON MD | |||||||||
| DIRECTOR | 40.00 | 0.00 | $328,473 | $0 | $47,207 | Yes (X) | |||
| JOEL WRIGHT | |||||||||
| RN | 60.00 | 0.00 | $242,171 | $0 | $50,571 | Yes (X) | |||
| ROBERT WARNOCK MD | |||||||||
| DIRECTOR | 40.00 | 0.00 | $365,986 | $0 | $50,824 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,619,565 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $387,204 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,142,549 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 355 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | CONSULTANTS | $3,143,103 |
| CDW GOVERNMENT INC | |||||
| 230 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | INFORMATION SYSTEMS | $3,454,017 |
| EVOLENT HEALTH LLC | |||||
| 800 N GLEBE RD 500 | ARLINGTON | VA | 22203 | CONSULTANTS | $2,759,909 |
| CERNER CORPORATION | |||||
| PO BOX 165750 | KANSAS CITY | MO | 64116 | INFORMATION SYSTEMS | $1,836,175 |
| MICROSOFT LICENSING GP | |||||
| 1950 STEMMONS FWY 5010 | DALLAS | TX | 75207 | IMFORMATION SYSTEMS | $3,125,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 97 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $469,907 | RelatedOrganizationsAmt |
| Total Contributions | $469,907 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONVENIENCE OF MEMBERS | $356,656 | $356,656 | ||
| INV INC ALLOC TO AFFIL | -$22,320,946 | -$22,320,946 | ||
| MANAGEMENT FEES | $212,985,487 | $212,985,487 | ||
| PARTNERSHIP INCOME | $710,524 | $782,926 | -$72,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $191,731,721 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,357,825 | TotalRevenueColumnAmt |
| Exclusion | $11,357,825 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,898,530 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,693,801 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,204,729 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,204,729 | TotalRevenueColumnAmt |
| Exclusion | $1,204,729 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,394,615 | SecuritiesAmt |
| Other | $34,877 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $222,834 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,394,615 | SecuritiesAmt |
| Other | -$187,957 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,206,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,394,615 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$187,957 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,970,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $201,842,082 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$72,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,731,253 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,949 | TotalAmt |
| Program Services | $1,154,949 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,994,975 | TotalAmt |
| Program Services | $10,994,975 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,712,179 | TotalAmt |
| Program Services | $74,712,179 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,870,808 | TotalAmt |
| Program Services | $5,870,808 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,668,259 | TotalAmt |
| Program Services | $13,668,259 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,070,050 | TotalAmt |
| Program Services | $7,070,050 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,661,740 | TotalAmt |
| Program Services | $2,661,740 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,491 | TotalAmt |
| Program Services | $1,617,491 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,776,561 | TotalAmt |
| Program Services | $9,776,561 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,092,453 | TotalAmt |
| Program Services | $18,092,453 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,048 | TotalAmt |
| Program Services | $1,020,048 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,592,002 | TotalAmt |
| Program Services | $1,592,002 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,939 | TotalAmt |
| Program Services | $2,425,939 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,553,795 | TotalAmt |
| Program Services | $26,553,795 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,047 | TotalAmt |
| Program Services | $267,047 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $33,886,569 | $33,886,569 | |
| CONSULTING & AUDIT | $6,987,091 | $6,987,091 | |
| OTHER EXPENSES | $4,602,773 | $4,165,088 | $437,685 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,954,729 | TotalAmt |
| Program Services | $222,517,044 | ProgramServicesAmt |
| Management And General | $437,685 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,788,057 | BOYAmt |
| EOY | $117,058,553 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,124,784 | BOYAmt |
| EOY | $5,925,235 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,376,316 | BOYAmt |
| EOY | $10,748,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $434,354,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $303,112,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,194,890 | BOYAmt |
| EOY | $131,242,293 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,880,912 | BOYAmt |
| EOY | $545,025,577 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,319,546 | BOYAmt |
| EOY | $139,730,494 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,707,997 | BOYAmt |
| EOY | $3,410,270 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,405,275 | BOYAmt |
| EOY | $87,198,132 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,797,777 | BOYAmt |
| EOY | $1,040,339,131 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,591,194 | BOYAmt |
| EOY | $62,425,980 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,684,287 | BOYAmt |
| EOY | $406,096,885 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,295,473 | BOYAmt |
| EOY | $506,768,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,570,954 | BOYAmt |
| EOY | $975,291,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,226,823 | BOYAmt |
| EOY | $65,047,929 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,226,823 | BOYAmt |
| EOY | $65,047,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,797,777 | BOYAmt |
| EOY | $1,040,339,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,983,889 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$3,195,005 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LEGACY EMANUEL HOSP & HEALTH CTR | ||||
| 930386823 | 3 | Yes (true) | $0 | $0 |
| LEGACY GOOD SAMARITAN HOS & MED CTR | ||||
| 930386793 | 3 | Yes (true) | $0 | $0 |
| LEGACY MERIDIAN PARK HOSPITAL | ||||
| 930618975 | 3 | Yes (true) | $0 | $0 |
| LEGACY MTHOOD MEDICAL CENTER | ||||
| 930591528 | 3 | Yes (true) | $0 | $0 |
| LEGACY SALMON CREEK HOSPITAL | ||||
| 331065485 | 3 | Yes (true) | $0 | $0 |
| LEGACY VISITING NURSE ASSOCIATION | ||||
| 930848530 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Support Schedule: Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 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 the Legacy's service area. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $214,946 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $149,080 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $214,946 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $149,080 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $222,739,783 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,507,393,547 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $222,954,729 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,507,542,627 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,000,000 | CurrentYearMinus1Amt |
| Current Year | $2,000,000 | CurrentYearAmt |
| Total | $8,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $12,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $290,854 | CurrentYearMinus3Amt |
| Current Year Minus2 | $355,538 | CurrentYearMinus2Amt |
| Current Year Minus1 | $317,778 | CurrentYearMinus1Amt |
| Current Year | $364,026 | CurrentYearAmt |
| Total | $1,328,196 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $500,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $500,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $500,000 | CurrentYearMinus1Amt |
| Current Year | $500,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,000,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $24,414,838 | ContributionsAmt |
| Investment Earnings Or Losses | $73 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,169,667 | OtherExpendituresAmt |
| End Year Balance | $25,584,578 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,430,446 | OtherCostOrOtherBasisAmt |
| Book Value | $5,430,446 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,280,870 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,119,659 | DepreciationAmt |
| Book Value | $65,161,211 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,432,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $831,064 | DepreciationAmt |
| Book Value | $1,601,503 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,091,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,161,658 | DepreciationAmt |
| Book Value | $50,929,698 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,119,435 | OtherCostOrOtherBasisAmt |
| Book Value | $8,119,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $131,242,293 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $8,504,443 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $139,730,494 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE | $11,859 |
| DEFERRED FINANCING COSTS | $2,200,288 |
| I/C AFFILIATE - INVESTMENT POOL | $44,194,418 |
| LAND & BUILDING HELD FOR DEVELOPMENT | $12,686,842 |
| LEGACY REAL ESTATE ASSETS | $600,363 |
| LONG TERM INTERCOMPANY RECEIVABLE | $2,587,216 |
| LONG TERM INVESTMENT HELD FOR CAPITAL | $1,955,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $87,198,132 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| I/C AFFILIATE - INVESTMENT POOL | $437,521,259 |
| NONCURRENT BENEFITS LIABILITY | $16,981,673 |
| NONCURRENT PENSION LIABILITY | $12,538,445 |
| NONCURRENT WORKERS' COMP LIABILITY | $93,055 |
| RESERVE FOR PROFESSIONAL LIABILITY COSTS | $39,633,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $506,768,337 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $211,574,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $211,574,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,396,840 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,396,840 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $214,970,840 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $219,559,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $219,559,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,395,729 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,395,729 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $222,954,729 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. Emanuel Medical Center Foundation (EMCF) and The Children's Hospital Foundation (TCHF) maintain all charitable gifts including endowment funds for the benefit of LEHHC 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. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION CONTRIBUTION $441218 FOUNDATION SALARY EXPENSE $2932383 COMMUNITY FUND $387036 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $-378950 GAIN/LOSS OF SALE OF ASSETS $15153 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION CONTRIBUTION $441218 FOUNDATION SALARY EXPENSE $2932383 COMMUNITY FUNDS $387036 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $-364908 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $80,172 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $80,172 | SubtotalSpentAmt |
| Total Spent | $80,172 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 330 SW CURRY STREET | PORTLAND | OR | 97239 | 131788491 | 501(c)(3) | $7,100 | $0 | MAKING STRIDES AGAINST BREAST CANCE |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1200 NW NAITO PARKWAY | PORTLAND | OR | 97209 | 135613797 | 501(c)(3) | $32,500 | $0 | 2015 HEART WALK, 2015 GO RED EVENT |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW SIXTH AVE | PORTLAND | OR | 97209 | 930728816 | 501(c)(3) | $40,000 | $0 | COMPASSION IN ACTION CAMPAIGN LUNCH |
| CHELSEA HICKS FOUNDATION | ||||||||
| PO BOX 755 | TUALATIN | OR | 97062 | 270869273 | 501(c)(3) | $6,675 | $0 | 2015 MASQUERADE BALL |
| CHILDRENS CANCER ASSOCIATION | ||||||||
| 7524 SW MACADAM SUITE B | PORTLAND | OR | 97219 | 931181662 | 501(c)(3) | $15,000 | $0 | WONDERBALL GALA & VALENTINE'S DAY |
| COLUMBIA RIVER MENTAL HEALTH | ||||||||
| PO BOX 1337 | VANCOUVER | WA | 98666 | 910609138 | 501(c)(3) | $5,500 | $0 | MATCHING PLEDGE |
| COMMUNITY ACTION FOR WA COUNTY | ||||||||
| 1001 SW BASELINE STREET | HILLSBORO | OR | 97123 | 930554941 | 501(c)(3) | $14,000 | $0 | HEALTHY FAMILIES SUMMIT |
| DONATE LIFE NORTHWEST | ||||||||
| 2525 SW 1ST AVE SUITE 175 | PORTLAND | OR | 97201 | 930867552 | 501(c)(3) | $10,000 | $0 | GOLF TOURNAMENT-LIFESAVER BREAKFAST |
| FOUNDATION FOR HEALTHY GEN | ||||||||
| 419 3RD AVE W | SEATTLE | WA | 98119 | 916186093 | 501(c)(3) | $10,000 | $0 | HEALTHY LIVING COLLABORATIVE |
| FREE CLINIC OF SW WASHINGTON | ||||||||
| 4100 PLOMONDON ST | VANCOUVER | WA | 98661 | 911707542 | 501(c)(3) | $25,000 | $0 | HOLIDAY BALL,PROJECT ACCESS CLARK |
| JDRF | ||||||||
| 7000 SW HAMPTON ST 100 | PORTLAND | OR | 97223 | 231907729 | 501(c)(3) | $6,500 | $0 | HOPE GALA,WALK TO CURE DIABETES |
| MARCH OF DIMES | ||||||||
| 1220 SW MORRISON ST 510 | PORTLAND | OR | 97205 | 131846366 | 501(c)(3) | $10,100 | $0 | MARCH FOR BABIES, NURSE OF YR |
| NATIVE AMERICAN YOUTH AND FAM | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | 931141536 | 501(c)(3) | $12,500 | $0 | 2015 GALA, COALITION- COMM OF COLOR |
| NEW AVENUES FOR YOUTH | ||||||||
| 1120 SW COLUMBIA ST | PORTLAND | OR | 97201 | 930910213 | 501(c)(3) | $10,000 | $0 | STEVE ALLEN COMEDY SHOW |
| NORTH BY NORTHEAST COMM HLTH | ||||||||
| 3030 NE MARTIN LUTHER KING JR | PORTLAND | OR | 97212 | 721618287 | 501(c)(3) | $24,000 | $0 | CUTS & CHECKS PROGRAM SPONSOR |
| OR ASSOC OF MINORITY ENTREPRE | ||||||||
| 4134 N VANCOUVER AVENUE | PORTLAND | OR | 97217 | 943058546 | 501(c)(3) | $11,000 | $0 | ANNUAL TRADE SHOW, YOUTH CONF |
| OREGON CENTER FOR NURS | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | 743052430 | 501(c)(3) | $15,000 | $0 | FUNDRAISER, PROGRAM SUPPORT |
| OTHERS - LESS THAN 5001 | ||||||||
| C/O 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 501(c)(3) | $616,191 | $0 | GRANTS UNDER $5,000 | |
| OUTSIDE IN | ||||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97205 | 930567549 | 501(c)(3) | $10,000 | $0 | ANNUAL DONATION |
| PROJECT ACCESS NOW | ||||||||
| PO BOX 10953 | PORTLAND | OR | 97296 | 208928388 | 501(c)(3) | $175,883 | $0 | HEALTHCARE ENROLLMENT ALLIANCE |
| RONALD MCDONALD HOUSE CHARITI | ||||||||
| 2620 N COMMERCIAL | PORTLAND | OR | 97227 | 930806912 | 501(c)(3) | $20,000 | $0 | HEART & HANDS GALA, PRG SUPPORT |
| SW COMMUNITY HEALTH CENTER | ||||||||
| 7754 SW CAPITOL HWY | PORTLAND | OR | 97219 | 743050497 | 501(c)(3) | $15,000 | $0 | ANNUAL SUPPORT |
| THE URBAN LEAGUE OF PORTLAND | ||||||||
| 10 N RUSSELL ST | PORTLAND | OH | 97227 | 930395590 | 501(c)(3) | $15,000 | $0 | EQUAL OPPOR DAY AWARDS, YOUTH PRG |
| THE WALLACE MEDICAL CO | ||||||||
| PO BOX 6972 | PORTLAND | OR | 97228 | 930853709 | 501(c)(3) | $30,000 | $0 | GENERAL OPERATING DONATION |
| TRANSITION PROJECTS | ||||||||
| 475 NW GLISAN ST | PORTLAND | OR | 97209 | 930591582 | 501(c)(3) | $10,500 | $0 | SOUP FOR THE SOUL EVENT SPONSOR |
| VIRGINIA GARCIA MEMORIAL FDTN | ||||||||
| PO BOX 486 | CORNELIUS | OR | 97113 | 912077840 | 501(c)(3) | $7,500 | $0 | HEALTHCARE SYMPOSIUM, ANNIV GALA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AISHA B FURBACH | ||||||||||||
| VP | $206,691 | $23,252 | -$717 | $11,265 | $11,979 | $252,470 | ||||||
| AMY CHAUMETON MD | ||||||||||||
| DIRECTOR | $298,373 | $31,373 | -$1,273 | $28,105 | $19,102 | $375,680 | ||||||
| ANTHONY J MELARAGNO MD | ||||||||||||
| VP | $394,254 | $68,283 | $57,746 | $54,657 | $29,162 | $604,102 | $51,136 | |||||
| CAROL A BRADLEY | ||||||||||||
| SR VP | $367,266 | $59,973 | $19,241 | $39,410 | $28,016 | $513,906 | ||||||
| CHRISTIANE FARENTINOS MD | ||||||||||||
| VP | $164,569 | $11,469 | -$4,701 | $10,848 | $27,027 | $209,212 | ||||||
| EVERETT NEWCOMB III MD | ||||||||||||
| SR VP | $647,865 | $134,905 | $55,321 | $184,869 | $32,075 | $1,055,035 | $45,582 | |||||
| GEORGE J BROWN MD | ||||||||||||
| President & CEO | $1,068,412 | $252,963 | $489,558 | $420,977 | $46,958 | $2,278,868 | $465,036 | |||||
| JOEL WRIGHT | ||||||||||||
| RN | $246,699 | $500 | -$5,028 | $19,830 | $30,741 | $292,742 | ||||||
| JOHN J KENAGY | ||||||||||||
| SR VP | $400,720 | $72,160 | $1,221 | $110,568 | $29,763 | $614,432 | ||||||
| JON J HERSEN | ||||||||||||
| VP | $207,244 | $30,842 | -$2,931 | $19,462 | $27,396 | $282,013 | ||||||
| JONATHAN HILL MD | ||||||||||||
| BOARD DIRECTOR | $11,500 | $11,500 | $369,224 | $10,980 | $10,880 | $11,179 | $402,263 | |||||
| KATHY TRUONG | ||||||||||||
| RN | $229,496 | $500 | $7,732 | $19,233 | $25,052 | $282,013 | ||||||
| LAUREN FOOTE CHRISTENSEN | ||||||||||||
| VP | $145,296 | $10,277 | -$5,881 | $17,510 | $28,495 | $195,697 | ||||||
| LEWIS L LOW MD | ||||||||||||
| SR VP | $492,826 | $86,459 | $28,312 | $56,249 | $29,417 | $693,263 | ||||||
| LINDA S HOFF | ||||||||||||
| CFO & TREASURER | $549,960 | $112,672 | -$2,952 | $147,327 | $31,820 | $838,827 | ||||||
| MAUREEN A BRADLEY | ||||||||||||
| SR VP | $257,484 | $83,376 | $746 | $26,547 | $23,471 | $391,624 | ||||||
| MICHAEL TEWFIK MD | ||||||||||||
| DIRECTOR | $251,024 | $48,379 | $30,100 | $27,607 | $20,728 | $377,838 | ||||||
| MILROSE J MERCADO | ||||||||||||
| VP | $188,890 | $14,106 | -$3,510 | $8,332 | $27,047 | $234,865 | ||||||
| PATRICIA M GIANELLI | ||||||||||||
| DIRECTOR | $230,998 | $22,909 | -$4,135 | $33,486 | $22,660 | $305,918 | ||||||
| ROBERT E DEWITT | ||||||||||||
| SR VP & SEC | $372,971 | $62,942 | $7,682 | $27,402 | $13,386 | $484,383 | ||||||
| ROBERT WARNOCK MD | ||||||||||||
| DIRECTOR | $330,188 | $750 | $35,048 | $30,688 | $20,136 | $416,810 | ||||||
| SONJA O STEVES | ||||||||||||
| SR VP | $347,887 | $62,219 | -$1,421 | $67,984 | $21,620 | $498,289 | ||||||
| THOMAS W BICKETT | ||||||||||||
| VP | $219,126 | $16,866 | -$1,330 | $17,825 | $22,239 | $274,726 | ||||||
| TRENT S GREEN | ||||||||||||
| SR VP | $430,357 | $77,391 | -$2,318 | $129,568 | $24,527 | $659,525 | ||||||
| WAYNE L CLARK | ||||||||||||
| VP | $134,827 | $33,999 | $146,917 | $7,444 | $10,480 | $333,667 | $15,551 | |||||
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | Some executives belong to business clubs. Any expenses relating to the personal use of the club are paid directly to the club by the executive. Only business related use is paid to the business club or reimbursed to the executive by Legacy. An allocation of personal use of dues is completed annually and added to the compensation of the executive.Legacy does periodically reimburse for some travel of companions. During 2015, 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. The compensation for 2014 was not paid out until February 2015 and is reported in FY2016 to match the 1099 reporting. 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 2015, Dr. Hill received compensation related to his duties as Medical Director as well as for the Medical Staff at Legacy Emanuel Hospital. 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 2015. 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 value of defined benefit plans, 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 is discretionary and can be terminated at any time. The purpose of the Plan is 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 long term strategic goals include the development of a health plan partnership strategy; partner with other 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 are required over the three year period and all goals are measured at March 31, 2017. Payout is after approval from the Legacy Health Compensation committee and the Legacy Health Board.Column D - Nontaxable benefits include company paid health and welfare and long term care and disability benefits under group plans.Column F - Current year compensation reported as deferred in prior years. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CLACKAMAS COUNTY OREGON | ||||||||
| A | 237426300 | 179027VJ3 | 2008-11-13 | $150,000,000 | FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC | false | false | false |
| CLACKAMAS COUNTY OREGON | ||||||||
| B | 237426300 | 179027WC7 | 2009-05-21 | $163,860,000 | FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC | Yes (true) | false | false |
| OR FACILITIES AUTHORITY | ||||||||
| C | 237426300 | 68608JKC4 | 2010-01-13 | $123,745,000 | FINANCING CURRENT REFUNDING REVENUE BONDS | false | false | false |
| OR FACILITIES AUTHORITY | ||||||||
| D | 237426300 | 68608JNP2 | 2011-05-05 | $111,470,000 | FINANCING REFUNDING REV BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $150,000,000 | $1,672,180 | $228,625 | $148,099,195 | 2010 | false | false | Yes (true) | Yes (true) | ||||
| B | $164,131,727 | $2,221,648 | $133,715,592 | 2012 | false | false | Yes (true) | Yes (true) | $94,740,000 | $11,910,062 | $16,284,425 | ||
| C | $126,570,447 | $1,633,485 | false | false | $71,950,000 | $124,936,962 | |||||||
| D | $115,691,620 | $1,071,770 | Yes (true) | false | $23,655,000 | $114,619,850 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | ||
| B | false | false | Yes (true) | Yes (true) | false | false | ||
| C | false | false | Yes (true) | Yes (true) | false | false | 0.00210 | 0.00210 |
| D | false | false | Yes (true) | Yes (true) | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| CALYON TRINITY | |||||||||
| A | false | Yes (true) | Yes (true) | false | Yes (true) | 1.5000 | Yes (true) | false | Yes (true) |
| (no name) | |||||||||
| B | false | Yes (true) | false | false | false | Yes (true) | |||
| (no name) | |||||||||
| C | false | Yes (true) | false | false | false | Yes (true) | |||
| (no name) | |||||||||
| D | false | Yes (true) | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | PART IV, ARBITRAGE, LINE 2CDate of rebate computation for Clackamas County (Issuer A): 5/5/2014Date of rebate computation for Clackamas County (Issuer B): 7/31/2014Date of rebate computation for OR Facilities Authority (Issuer C): 4/14/15Date of rebate computation for OR Facilities Authority (Issuer D): 6/21/16 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 237426300 | BondIssuerEIN |
| Bond Issued | 2014-07-15 | BondIssuedDt |
| Issue Price | $71,720,000 | IssuePriceAmt |
| Purpose | FINANCING REFUNDING REV BONDS | PurposeDesc |
| Defeased | Yes (true) | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Bond Defeased | $6,541,090 | BondDefeasedAmt |
| Total Proceeds | $78,261,090 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $451,090 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $77,810,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 appointed by election of the Oregon Synod Council;(d) One (1) person appointed by election of the Convention of the EpiscopalDiocese. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | The appointed persons by the Oregon Synod Council and the Convention of the Episcopal Diocese may not be removed from the Board without written consent of their respective organizations. |
| 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 reviewed the 990 return with Management prior to filing. |
| 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 | CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$4092842 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | ROUNDING = $3 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | TRANSFER TO FOUNDATION = $897834 |
| 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 $13,718,463.Entity AmountLHS 2,425,939LEHHC 7,400,857LGSMC 1,517,437LMPH 1,355,274LMHMC 1,018,956LSCH 0 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| 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 EPIC FOR AFFILIATED PHYSICIANS | ||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | ELECTRONIC MEDICAL RECORDS FOR PHYSICIANS | OR | N/A | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | ||||||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | Yes (true) |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | ||||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | Yes (true) |
| LEGACY MERIDIAN PARK HOSPITAL | ||||||||||
| 19300 SW 65TH AVE | TUALATIN | OR | 97062 | 930618975 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | Yes (true) |
| LEGACY MOUNT HOOD MEDICAL CENTER | ||||||||||
| 24800 SE STARK AT | GRESHAM | OR | 97030 | 930591528 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | Yes (true) |
| LEGACY SALMON CREEK HOSPITAL | ||||||||||
| 2211 NE 139TH ST | VANCOUVER | WA | 98686 | 331065485 | HOSPITAL | WA | 501(C)(3) | 3 | N/A | Yes (true) |
| LEGACY VISITING NURSE ASSOCIATION | ||||||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | HOSPICE | OR | 501(C)(3) | 9 | N/A | Yes (true) |
| EMANUEL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 936095667 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | Yes (true) |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | Yes (true) |
| GOOD SAMARITAN FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | Yes (true) |
| MERIDIAN PARK MEDICAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930773410 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | Yes (true) |
| MT HOOD MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930794951 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | Yes (true) |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 830433165 | CHARITABLE FOUNDATION | WA | 501(C)(3) | 7 | N/A | Yes (true) |
| LEGACY 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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACYUSP SURGERY CENTERS LLC | ||||||||||||||
| 15305 DALLAS PKWY SUITE 1600 LB 2 | ADDISON | TX | 75001 | 261846866 | MGMT SERV | OR | N/A | Related | $189,299 | $11,505,775 | false | false | 0.50100 | |
| LIFE FLIGHT NETWORK LLC | ||||||||||||||
| 22285 YELLOW GATE LANE SUITE 102 | AURORA | OR | 97002 | 205016802 | AIR AMBULANCE | OR | Related | $5,111,792 | $4,342,089 | false | false | 0.32000 | LEHHC | |
| WALGREENS INFUSION SERV AT LEGACY LLC | ||||||||||||||
| 104 WILMOT ROAD MS 1435 | DEERFIELD | IL | 60015 | 203161422 | INFUSION | OR | Related | $1,252,815 | $2,172,592 | false | false | 0.50000 | LVNA | |
| NORTHWEST HOSPITAL PARTNERSHIP INC | ||||||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 930973009 | INVESTMENT | OR | INVESTMENT | $150,000 | $50,300 | false | false | 0.50000 | LGSHMC | |
| NORTHWEST URGENT CARE PHASE II LLC | ||||||||||||||
| 5555 GLENRIDGE CONNECTOR STE 700 | ATLANTA | GA | 30342 | 472654570 | URGENT CARE | OR | Related | -$852,753 | $2,016,762 | false | false | 0.50000 | LEGACY HEALTH | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MANAGED HEALTHCARE NORTHWEST | |||||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97208 | 930914759 | MEDICAL | OR | LEGACY MT HOOD MEDICAL CENTER | C | $156,945 | $428,168 | 0.75000 | false | |
| LEGACY HEALTH SYSTEM INSURANCE COMPANY | |||||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 030322342 | INSURANCE | C | -$754 | $240,556 | 1.00000 | false | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | ||
| a | $5,226,861 | Fair Value |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | ||
| a | $78,696 | Fair Value |
| LEGACY MERIDIAN PARK HOSPITAL | ||
| a | $758,568 | Fair Value |
| LEGACY MOUNT HOOD MEDICAL CENTER | ||
| a | $367,860 | Fair Value |
| EMANUEL MEDICAL CENTER FOUNDATION | ||
| c | $110,112 | Cash |
| EMANUEL MEDICAL CENTER FOUNDATION | ||
| l | $251,417 | Actual Cost |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||
| c | $41,973 | Cash |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||
| l | $680,822 | Actual Cost |
| GOOD SAMARITAN FOUNDATION | ||
| c | $208,897 | Cash |
| GOOD SAMARITAN FOUNDATION | ||
| l | $803,512 | Actual Cost |
| MERIDIAN PARK MEDICAL FOUNDATION | ||
| c | $51,100 | Cash |
| MERIDIAN PARK MEDICAL FOUNDATION | ||
| l | $221,285 | Actual Cost |
| MT HOOD MEDICAL CENTER FOUNDATION | ||
| c | $95,337 | Cash |
| MT HOOD MEDICAL CENTER FOUNDATION | ||
| l | $67,752 | Actual Cost |
| SALMON CREEK HOSPITAL FOUNDATION | ||
| c | $36,608 | Cash |
| SALMON CREEK HOSPITAL FOUNDATION | ||
| l | $180,643 | Actual Cost |