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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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-15T14:02:13-08:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237426300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEGABusinessNameControlTxt
Phone5034155600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 NW LOVEJOY STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA S HOFFPersonNm
Person TitleCFO & TreasurerPersonTitleTxt
Signature2017-02-15SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE J BROWN MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 1919 NW LOVEJOY STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$228,887,475GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEGACYHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionLegacy 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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee13320TotalEmployeeCnt
Total Gross UBI-$72,402TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$72,402NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$517,506PYContributionsGrantsAmt
CY Contributions Grants$469,907CYContributionsGrantsAmt
PY Program Service Revenue$143,037,796PYProgramServiceRevenueAmt
CY Program Service Revenue$191,731,721CYProgramServiceRevenueAmt
PY Investment Income$38,061,344PYInvestmentIncomeAmt
CY Investment Income$21,564,483CYInvestmentIncomeAmt
PY Other Revenue$4,074,531PYOtherRevenueAmt
CY Other Revenue$1,204,729CYOtherRevenueAmt
PY Total Revenue$185,691,177PYTotalRevenueAmt
CY Total Revenue$214,970,840CYTotalRevenueAmt
PY Grants And Similar Paid$1,224,205PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,154,949CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$96,401,061PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$112,316,271CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$97,375,904PYOtherExpensesAmt
CY Other Expenses$109,483,509CYOtherExpensesAmt
PY Total Expenses$195,001,170PYTotalExpensesAmt
CY Total Expenses$222,954,729CYTotalExpensesAmt
PY Revenues Less Expenses-$9,309,993PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,983,889CYRevenuesLessExpensesAmt
Total Assets BOY$1,092,797,777TotalAssetsBOYAmt
Total Assets EOY$1,040,339,131TotalAssetsEOYAmt
Total Liabilities BOY$1,016,570,954TotalLiabilitiesBOYAmt
Total Liabilities EOY$975,291,202TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,226,823NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$65,047,929NetAssetsOrFundBalancesEOYAmt
MissionLegacy 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$222,517,044ExpenseAmt
Grant$1,154,949GrantAmt
Revenue$191,731,721RevenueAmt
DescLegacy 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

FieldValueIRS element (for citing)
DescIn 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
FieldValueIRS element (for citing)
Total Program Service Expenses$222,517,044TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1036IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee13320EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLINDA S HOFFPersonNm
Phone5034155600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 NW LOVEJOY STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BISHOP DAVID BRAUER-RIEKE
BOARD DIRECTOR3.000.00Yes (X)$0$0$0
JEFFREY BARBER
BOARD DIRECTOR3.000.00Yes (X)$13,132$0$0
JONATHAN HILL MD
BOARD DIRECTOR3.0040.00Yes (X)$11,500$380,204$22,059
JAMES WALKER
BOARD DIRECTOR3.000.00Yes (X)$14,917$0$0
ROBERT L CORNIE
BOARD DIRECTOR4.000.00Yes (X)$18,731$0$0
JEFFREY D FULLMAN MD
Chairman3.001.00Yes (X)$33,283$7,000$0Yes (X)
JEFFREY S GORDON
Chairman5.000.00Yes (X)$31,750$0$0Yes (X)
RT REV MICHAEL J HANLEY
BOARD MEMBER3.000.00Yes (X)$0$0$0
RONALD S KING
VICE CHAIR4.000.00Yes (X)$33,000$0$0Yes (X)
PATRICK REITEN
BOARD DIRECTOR3.000.00Yes (X)$13,500$0$0
CORLISS A MCKEEVER
BOARD DIRECTOR3.000.00Yes (X)$11,000$0$0
STEPHEN NEWBERRY MD
BOARD DIRECTOR3.000.00Yes (X)$12,000$0$0
JOHN W WINTER JR
BOARD DIRECTOR4.000.00Yes (X)$24,500$0$0
SHERYL MANNING
BOARD DIRECTOR4.000.00Yes (X)$19,750$0$0
ROBERT E DEWITT
SR VP & SEC40.000.00Yes (X)$443,595$0$40,788Yes (X)
LESLIE ROOT MD
BOARD DIRECTOR4.000.00Yes (X)$16,837$0$0
GEORGE J BROWN MD
President & CEO40.000.00Yes (X)$1,810,933$0$467,935Yes (X)
DAVID RAMUS
BOARD DIRECTOR3.000.00Yes (X)$9,250$0$0
CHARLES WILHOITE
BOARD DIRECTOR3.000.00Yes (X)$0$0$0
DIANE PINNEY
BOARD DIRECTOR4.000.00Yes (X)$11,000$0$0
LINDA S HOFF
CFO & TREASURER40.000.00Yes (X)$659,680$0$179,147Yes (X)
CAROL A BRADLEY
SR VP40.000.00$446,480$0$67,426Yes (X)
TRENT S GREEN
SR VP40.000.00$505,430$0$154,095Yes (X)
SONJA O STEVES
SR VP40.000.00$408,685$0$89,604Yes (X)
WAYNE L CLARK
VP40.000.00$315,743$0$17,924Yes (X)
THOMAS W BICKETT
VP40.000.00$234,662$0$40,064Yes (X)
MAUREEN A BRADLEY
SR VP40.000.00$341,606$0$50,018Yes (X)
PATRICIA M GIANELLI
DIRECTOR40.000.00$249,772$0$56,146Yes (X)
CHRISTIANE FARENTINOS MD
VP40.000.00$171,337$0$37,875Yes (X)
JON J HERSEN
VP40.000.00$235,155$0$46,858Yes (X)
LAUREN FOOTE CHRISTENSEN
VP40.000.00$149,692$0$46,005Yes (X)
EVERETT NEWCOMB III MD
SR VP40.000.00$838,091$0$216,944Yes (X)
JOHN J KENAGY
SR VP40.000.00$474,101$0$140,331Yes (X)
LEWIS L LOW MD
SR VP40.000.00$607,597$0$85,666Yes (X)
ANTHONY J MELARAGNO MD
VP40.000.00$520,283$0$83,819Yes (X)
AISHA B FURBACH
VP40.000.00$229,226$0$23,244Yes (X)
MILROSE J MERCADO
VP40.000.00$199,486$0$35,379Yes (X)
KATHY TRUONG
RN55.000.00$237,728$0$44,285Yes (X)
MICHAEL TEWFIK MD
DIRECTOR40.000.00$329,503$0$48,335Yes (X)
AMY CHAUMETON MD
DIRECTOR40.000.00$328,473$0$47,207Yes (X)
JOEL WRIGHT
RN60.000.00$242,171$0$50,571Yes (X)
ROBERT WARNOCK MD
DIRECTOR40.000.00$365,986$0$50,824Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,619,565TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$387,204TotReportableCompRltdOrgAmt
Total Other Compensation$2,142,549TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K355IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EPIC SYSTEMS CORPORATION
1979 MILKY WAYVERONAWI53593CONSULTANTS$3,143,103
CDW GOVERNMENT INC
230 N MILWAUKEE AVEVERNON HILLSIL60061INFORMATION SYSTEMS$3,454,017
EVOLENT HEALTH LLC
800 N GLEBE RD 500ARLINGTONVA22203CONSULTANTS$2,759,909
CERNER CORPORATION
PO BOX 165750KANSAS CITYMO64116INFORMATION SYSTEMS$1,836,175
MICROSOFT LICENSING GP
1950 STEMMONS FWY 5010DALLASTX75207IMFORMATION SYSTEMS$3,125,303
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K97CntrctRcvdGreaterThan100KCnt
Related Organizations$469,907RelatedOrganizationsAmt
Total Contributions$469,907TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated 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
FieldValueIRS element (for citing)
Total Program Service Revenue$191,731,721TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,357,825TotalRevenueColumnAmt
Exclusion$11,357,825ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$14,898,530RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$13,693,801RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,204,729RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,204,729TotalRevenueColumnAmt
Exclusion$1,204,729ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,394,615SecuritiesAmt
Other$34,877OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$222,834OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,394,615SecuritiesAmt
Other-$187,957OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,206,658TotalRevenueColumnAmt
Related Or Exempt Func Income$10,394,615RelatedOrExemptFuncIncomeAmt
Exclusion-$187,957ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,970,840TotalRevenueColumnAmt
Related Or Exempt Func Income$201,842,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$72,402UnrelatedBusinessRevenueAmt
Exclusion$12,731,253ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,154,949TotalAmt
Program Services$1,154,949ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,994,975TotalAmt
Program Services$10,994,975ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$74,712,179TotalAmt
Program Services$74,712,179ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,870,808TotalAmt
Program Services$5,870,808ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,668,259TotalAmt
Program Services$13,668,259ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,070,050TotalAmt
Program Services$7,070,050ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,661,740TotalAmt
Program Services$2,661,740ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,617,491TotalAmt
Program Services$1,617,491ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,776,561TotalAmt
Program Services$9,776,561ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,092,453TotalAmt
Program Services$18,092,453ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,020,048TotalAmt
Program Services$1,020,048ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,592,002TotalAmt
Program Services$1,592,002ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,425,939TotalAmt
Program Services$2,425,939ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,553,795TotalAmt
Program Services$26,553,795ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$267,047TotalAmt
Program Services$267,047ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$222,954,729TotalAmt
Program Services$222,517,044ProgramServicesAmt
Management And General$437,685ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$174,788,057BOYAmt
EOY$117,058,553EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,124,784BOYAmt
EOY$5,925,235EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,376,316BOYAmt
EOY$10,748,577EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$434,354,674LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$303,112,381LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$120,194,890BOYAmt
EOY$131,242,293EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$559,880,912BOYAmt
EOY$545,025,577EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$130,319,546BOYAmt
EOY$139,730,494EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,707,997BOYAmt
EOY$3,410,270EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$84,405,275BOYAmt
EOY$87,198,132EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,092,797,777BOYAmt
EOY$1,040,339,131EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,591,194BOYAmt
EOY$62,425,980EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$431,684,287BOYAmt
EOY$406,096,885EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$521,295,473BOYAmt
EOY$506,768,337EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,016,570,954BOYAmt
EOY$975,291,202EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,226,823BOYAmt
EOY$65,047,929EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,226,823BOYAmt
EOY$65,047,929EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,092,797,777BOYAmt
EOY$1,040,339,131EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,983,889ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$3,195,005OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LEGACY EMANUEL HOSP & HEALTH CTR
9303868233Yes (true)$0$0
LEGACY GOOD SAMARITAN HOS & MED CTR
9303867933Yes (true)$0$0
LEGACY MERIDIAN PARK HOSPITAL
9306189753Yes (true)$0$0
LEGACY MTHOOD MEDICAL CENTER
9305915283Yes (true)$0$0
LEGACY SALMON CREEK HOSPITAL
3310654853Yes (true)$0$0
LEGACY VISITING NURSE ASSOCIATION
9308485309Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSupport Schedule: Additional Supplemental InformationFormAndLineReferenceDesc
ExplanationLegacy 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$214,946FilingOrganizationsTotalAmt
Affiliated Group Total$149,080AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$214,946FilingOrganizationsTotalAmt
Affiliated Group Total$149,080AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$222,739,783FilingOrganizationsTotalAmt
Affiliated Group Total$1,507,393,547AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$222,954,729FilingOrganizationsTotalAmt
Affiliated Group Total$1,507,542,627AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$2,000,000CurrentYearMinus3Amt
Current Year Minus2$2,000,000CurrentYearMinus2Amt
Current Year Minus1$2,000,000CurrentYearMinus1Amt
Current Year$2,000,000CurrentYearAmt
Total$8,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$12,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$290,854CurrentYearMinus3Amt
Current Year Minus2$355,538CurrentYearMinus2Amt
Current Year Minus1$317,778CurrentYearMinus1Amt
Current Year$364,026CurrentYearAmt
Total$1,328,196TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$500,000CurrentYearMinus3Amt
Current Year Minus2$500,000CurrentYearMinus2Amt
Current Year Minus1$500,000CurrentYearMinus1Amt
Current Year$500,000CurrentYearAmt
Total$2,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$3,000,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$24,414,838ContributionsAmt
Investment Earnings Or Losses$73InvestmentEarningsOrLossesAmt
Other Expenditures-$1,169,667OtherExpendituresAmt
End Year Balance$25,584,578EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,430,446OtherCostOrOtherBasisAmt
Book Value$5,430,446BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,280,870OtherCostOrOtherBasisAmt
Depreciation$117,119,659DepreciationAmt
Book Value$65,161,211BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,432,567OtherCostOrOtherBasisAmt
Depreciation$831,064DepreciationAmt
Book Value$1,601,503BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$236,091,356OtherCostOrOtherBasisAmt
Depreciation$185,161,658DepreciationAmt
Book Value$50,929,698BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,119,435OtherCostOrOtherBasisAmt
Book Value$8,119,435BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$131,242,293TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$8,504,443BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$139,730,494TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook 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
FieldValueIRS element (for citing)
Total Book Value Other Assets$87,198,132TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$506,768,337TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$211,574,000TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$211,574,000RevenueSubtotalAmt
Other Revenues Not Included$3,396,840OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,396,840RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$214,970,840TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$219,559,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$219,559,000ExpensesSubtotalAmt
Other Expenses Not Included$3,395,729OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,395,729ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$222,954,729TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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/SFOUNDATION 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/SFOUNDATION 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

FieldValueIRS element (for citing)
RegionCARIBBEANRegionTxt
Offices0OfficesCnt
Employee1EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICETypeOfActivitiesConductedTxt
Specific Services ProvidedINSURANCESpecificServicesProvidedTxt
Region Total Expenditures$80,172RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Employees1SubtotalEmployeesCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$80,172SubtotalSpentAmt
Total Spent$80,172TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN CANCER SOCIETY
330 SW CURRY STREETPORTLANDOR97239131788491501(c)(3)$7,100$0MAKING STRIDES AGAINST BREAST CANCE
AMERICAN HEART ASSOCIATION
1200 NW NAITO PARKWAYPORTLANDOR97209135613797501(c)(3)$32,500$02015 HEART WALK, 2015 GO RED EVENT
CENTRAL CITY CONCERN
232 NW SIXTH AVEPORTLANDOR97209930728816501(c)(3)$40,000$0COMPASSION IN ACTION CAMPAIGN LUNCH
CHELSEA HICKS FOUNDATION
PO BOX 755TUALATINOR97062270869273501(c)(3)$6,675$02015 MASQUERADE BALL
CHILDRENS CANCER ASSOCIATION
7524 SW MACADAM SUITE BPORTLANDOR97219931181662501(c)(3)$15,000$0WONDERBALL GALA & VALENTINE'S DAY
COLUMBIA RIVER MENTAL HEALTH
PO BOX 1337VANCOUVERWA98666910609138501(c)(3)$5,500$0MATCHING PLEDGE
COMMUNITY ACTION FOR WA COUNTY
1001 SW BASELINE STREETHILLSBOROOR97123930554941501(c)(3)$14,000$0HEALTHY FAMILIES SUMMIT
DONATE LIFE NORTHWEST
2525 SW 1ST AVE SUITE 175PORTLANDOR97201930867552501(c)(3)$10,000$0GOLF TOURNAMENT-LIFESAVER BREAKFAST
FOUNDATION FOR HEALTHY GEN
419 3RD AVE WSEATTLEWA98119916186093501(c)(3)$10,000$0HEALTHY LIVING COLLABORATIVE
FREE CLINIC OF SW WASHINGTON
4100 PLOMONDON STVANCOUVERWA98661911707542501(c)(3)$25,000$0HOLIDAY BALL,PROJECT ACCESS CLARK
JDRF
7000 SW HAMPTON ST 100PORTLANDOR97223231907729501(c)(3)$6,500$0HOPE GALA,WALK TO CURE DIABETES
MARCH OF DIMES
1220 SW MORRISON ST 510PORTLANDOR97205131846366501(c)(3)$10,100$0MARCH FOR BABIES, NURSE OF YR
NATIVE AMERICAN YOUTH AND FAM
5135 NE COLUMBIA BLVDPORTLANDOR97218931141536501(c)(3)$12,500$02015 GALA, COALITION- COMM OF COLOR
NEW AVENUES FOR YOUTH
1120 SW COLUMBIA STPORTLANDOR97201930910213501(c)(3)$10,000$0STEVE ALLEN COMEDY SHOW
NORTH BY NORTHEAST COMM HLTH
3030 NE MARTIN LUTHER KING JRPORTLANDOR97212721618287501(c)(3)$24,000$0CUTS & CHECKS PROGRAM SPONSOR
OR ASSOC OF MINORITY ENTREPRE
4134 N VANCOUVER AVENUEPORTLANDOR97217943058546501(c)(3)$11,000$0ANNUAL TRADE SHOW, YOUTH CONF
OREGON CENTER FOR NURS
5000 N WILLAMETTE BLVDPORTLANDOR97203743052430501(c)(3)$15,000$0FUNDRAISER, PROGRAM SUPPORT
OTHERS - LESS THAN 5001
C/O 1919 NW LOVEJOY STPORTLANDOR97209501(c)(3)$616,191$0GRANTS UNDER $5,000
OUTSIDE IN
1132 SW 13TH AVEPORTLANDOR97205930567549501(c)(3)$10,000$0ANNUAL DONATION
PROJECT ACCESS NOW
PO BOX 10953PORTLANDOR97296208928388501(c)(3)$175,883$0HEALTHCARE ENROLLMENT ALLIANCE
RONALD MCDONALD HOUSE CHARITI
2620 N COMMERCIALPORTLANDOR97227930806912501(c)(3)$20,000$0HEART & HANDS GALA, PRG SUPPORT
SW COMMUNITY HEALTH CENTER
7754 SW CAPITOL HWYPORTLANDOR97219743050497501(c)(3)$15,000$0ANNUAL SUPPORT
THE URBAN LEAGUE OF PORTLAND
10 N RUSSELL STPORTLANDOH97227930395590501(c)(3)$15,000$0EQUAL OPPOR DAY AWARDS, YOUTH PRG
THE WALLACE MEDICAL CO
PO BOX 6972PORTLANDOR97228930853709501(c)(3)$30,000$0GENERAL OPERATING DONATION
TRANSITION PROJECTS
475 NW GLISAN STPORTLANDOR97209930591582501(c)(3)$10,500$0SOUP FOR THE SOUL EVENT SPONSOR
VIRGINIA GARCIA MEMORIAL FDTN
PO BOX 486CORNELIUSOR97113912077840501(c)(3)$7,500$0HEALTHCARE SYMPOSIUM, ANNIV GALA
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationLegacy 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

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (true)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (true)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (true)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 organizationPhysicians 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 orLegacy 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 RegsLegacy 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 InformationSch 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CLACKAMAS COUNTY OREGON
A237426300179027VJ32008-11-13$150,000,000FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETCfalsefalsefalse
CLACKAMAS COUNTY OREGON
B237426300179027WC72009-05-21$163,860,000FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETCYes (true)falsefalse
OR FACILITIES AUTHORITY
C23742630068608JKC42010-01-13$123,745,000FINANCING CURRENT REFUNDING REVENUE BONDSfalsefalsefalse
OR FACILITIES AUTHORITY
D23742630068608JNP22011-05-05$111,470,000FINANCING REFUNDING REV BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtOther Spent ProceedsOtherSpentProceedsAmt
A$150,000,000$1,672,180$228,625$148,099,1952010falsefalseYes (true)Yes (true)
B$164,131,727$2,221,648$133,715,5922012falsefalseYes (true)Yes (true)$94,740,000$11,910,062$16,284,425
C$126,570,447$1,633,485falsefalse$71,950,000$124,936,962
D$115,691,620$1,071,770Yes (true)false$23,655,000$114,619,850

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
AfalsefalseYes (true)Yes (true)falsefalse
BfalsefalseYes (true)Yes (true)falsefalse
CfalsefalseYes (true)Yes (true)falsefalse0.002100.00210
DfalsefalseYes (true)Yes (true)falsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
CALYON TRINITY
AfalseYes (true)Yes (true)falseYes (true)1.5000Yes (true)falseYes (true)
(no name)
BfalseYes (true)falsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalseYes (true)
(no name)
DfalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationPART 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): 6/21/16ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN237426300BondIssuerEIN
Bond Issued2014-07-15BondIssuedDt
Issue Price$71,720,000IssuePriceAmt
PurposeFINANCING REFUNDING REV BONDSPurposeDesc
DefeasedYes (true)DefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Bond Defeased$6,541,090BondDefeasedAmt
Total Proceeds$78,261,090TotalProceedsAmt
Issuance Costs From Proceeds$451,090IssuanceCostsFromProceedsAmt
Other Spent Proceeds$77,810,000OtherSpentProceedsAmt
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyThe 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 ShareholdersThe 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 ProcessThe 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 ConflictsThe 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 EmployeesThe 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 AvailableLegacy 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 DecreasesCHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$4092842
Other Changes In Net Assets Or Fund Balances - Other IncreasesROUNDING = $3
Other Changes In Net Assets Or Fund Balances - Other IncreasesTRANSFER TO FOUNDATION = $897834
990 Part XLegacy 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 2aThe 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 20Total 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LEGACY HEALTH SYSTEM CPC LLC
1919 NW LOVEJOY STPORTLANDOR97209237426300COMMON PAY COMPANYORN/A
LEGACY SINGLE DEPOSITORY ENTITY LLC
1919 NW LOVEJOY STPORTLANDOR97209237426300COMMON DEPOSITORY COMPANYORNA
LEGACY EPIC FOR AFFILIATED PHYSICIANS
1919 NW LOVEJOY STPORTLANDOR97209ELECTRONIC MEDICAL RECORDS FOR PHYSICIANSORN/A

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
2801 N GANTENBEIN AVEPORTLANDOR97227930386823HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
1015 NW 22ND AVEPORTLANDOR97210930386793HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY MERIDIAN PARK HOSPITAL
19300 SW 65TH AVETUALATINOR97062930618975HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY MOUNT HOOD MEDICAL CENTER
24800 SE STARK ATGRESHAMOR97030930591528HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY SALMON CREEK HOSPITAL
2211 NE 139TH STVANCOUVERWA98686331065485HOSPITALWA501(C)(3)3N/AYes (true)
LEGACY VISITING NURSE ASSOCIATION
815 NE DAVIS STPORTLANDOR97210930848530HOSPICEOR501(C)(3)9N/AYes (true)
EMANUEL MEDICAL CENTER FOUNDATION
PO BOX 4484PORTLANDOR97208936095667CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
RANDALL CHILDRENS HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97208931314469CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
GOOD SAMARITAN FOUNDATION
PO BOX 4484PORTLANDOR97208237017276CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
MERIDIAN PARK MEDICAL FOUNDATION
PO BOX 4484PORTLANDOR97208930773410CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
MT HOOD MEDICAL CENTER FOUNDATION
PO BOX 4484PORTLANDOR97208930794951CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
SALMON CREEK HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97208830433165CHARITABLE FOUNDATIONWA501(C)(3)7N/AYes (true)
LEGACY ADVENTIST VENTURE
1919 NW LOVEJOY STPORTLANDOR97209931121816HEALTHCAREOR501(C)(3)9N/Afalse
LEGACY HEALTH FOUNDATION
1919 NW LOVEJOY STPORTLANDOR97209465562403CHARITABLE FOUNDATIONOR501(C)(3)7N/Afalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LEGACYUSP SURGERY CENTERS LLC
15305 DALLAS PKWY SUITE 1600 LB 2ADDISONTX75001261846866MGMT SERVORN/ARelated$189,299$11,505,775falsefalse0.50100
LIFE FLIGHT NETWORK LLC
22285 YELLOW GATE LANE SUITE 102AURORAOR97002205016802AIR AMBULANCEORRelated$5,111,792$4,342,089falsefalse0.32000LEHHC
WALGREENS INFUSION SERV AT LEGACY LLC
104 WILMOT ROAD MS 1435DEERFIELDIL60015203161422INFUSIONORRelated$1,252,815$2,172,592falsefalse0.50000LVNA
NORTHWEST HOSPITAL PARTNERSHIP INC
1919 NW LOVEJOY STPORTLANDOR97209930973009INVESTMENTORINVESTMENT$150,000$50,300falsefalse0.50000LGSHMC
NORTHWEST URGENT CARE PHASE II LLC
5555 GLENRIDGE CONNECTOR STE 700ATLANTAGA30342472654570URGENT CAREORRelated-$852,753$2,016,762falsefalse0.50000LEGACY HEALTH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
MANAGED HEALTHCARE NORTHWEST
1919 NW LOVEJOY STPORTLANDOR97208930914759MEDICALORLEGACY MT HOOD MEDICAL CENTERC$156,945$428,1680.75000false
LEGACY HEALTH SYSTEM INSURANCE COMPANY
1919 NW LOVEJOY STPORTLANDOR97209030322342INSURANCEC-$754$240,5561.00000falseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
a$5,226,861Fair Value
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
a$78,696Fair Value
LEGACY MERIDIAN PARK HOSPITAL
a$758,568Fair Value
LEGACY MOUNT HOOD MEDICAL CENTER
a$367,860Fair Value
EMANUEL MEDICAL CENTER FOUNDATION
c$110,112Cash
EMANUEL MEDICAL CENTER FOUNDATION
l$251,417Actual Cost
RANDALL CHILDRENS HOSPITAL FOUNDATION
c$41,973Cash
RANDALL CHILDRENS HOSPITAL FOUNDATION
l$680,822Actual Cost
GOOD SAMARITAN FOUNDATION
c$208,897Cash
GOOD SAMARITAN FOUNDATION
l$803,512Actual Cost
MERIDIAN PARK MEDICAL FOUNDATION
c$51,100Cash
MERIDIAN PARK MEDICAL FOUNDATION
l$221,285Actual Cost
MT HOOD MEDICAL CENTER FOUNDATION
c$95,337Cash
MT HOOD MEDICAL CENTER FOUNDATION
l$67,752Actual Cost
SALMON CREEK HOSPITAL FOUNDATION
c$36,608Cash
SALMON CREEK HOSPITAL FOUNDATION
l$180,643Actual Cost