2017-02-15T14:02:13-08:00 2016-03-31 990 2015-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 LINDA S HOFF CFO & Treasurer 2017-02-15 2015 2021-01-29 14:40:06Z GEORGE J BROWN MD C/O 1919 NW LOVEJOY STREET PORTLAND OR 97209 228887475 false false X WWW.LEGACYHEALTH.ORG X 1970 OR 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, 16 2 13320 -72402 -72402 517506 469907 143037796 191731721 38061344 21564483 4074531 1204729 185691177 214970840 1224205 1154949 0 96401061 112316271 0 0 97375904 109483509 195001170 222954729 -9309993 -7983889 1092797777 1040339131 1016570954 975291202 76226823 65047929 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, false false 222517044 1154949 191731721 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. 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. 222517044 true true false true false false false false false true true true false true true false false true false true true false false false false false false true false true true false true false false false false false false false false false false false false true true true false false false true 1036 0 true 13320 true false false true CJ false false false false false 0 false false false false false false false false false false X 16 2 false false false false false true true true true false false true true true true true true true true true true OR X X LINDA S HOFF 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 BISHOP DAVID BRAUER-RIEKE BOARD DIRECTOR 3.00 0.00 X 0 0 0 JEFFREY BARBER BOARD DIRECTOR 3.00 0.00 X 13132 0 0 JONATHAN HILL MD BOARD DIRECTOR 3.00 40.00 X 11500 380204 22059 JAMES WALKER BOARD DIRECTOR 3.00 0.00 X 14917 0 0 ROBERT L CORNIE BOARD DIRECTOR 4.00 0.00 X 18731 0 0 JEFFREY D FULLMAN MD Chairman 3.00 1.00 X X 33283 7000 0 JEFFREY S GORDON Chairman 5.00 0.00 X X 31750 0 0 RT REV MICHAEL J HANLEY BOARD MEMBER 3.00 0.00 X 0 0 0 RONALD S KING VICE CHAIR 4.00 0.00 X X 33000 0 0 PATRICK REITEN BOARD DIRECTOR 3.00 0.00 X 13500 0 0 CORLISS A MCKEEVER BOARD DIRECTOR 3.00 0.00 X 11000 0 0 STEPHEN NEWBERRY MD BOARD DIRECTOR 3.00 0.00 X 12000 0 0 JOHN W WINTER JR BOARD DIRECTOR 4.00 0.00 X 24500 0 0 SHERYL MANNING BOARD DIRECTOR 4.00 0.00 X 19750 0 0 ROBERT E DEWITT SR VP & SEC 40.00 0.00 X X 443595 0 40788 LESLIE ROOT MD BOARD DIRECTOR 4.00 0.00 X 16837 0 0 GEORGE J BROWN MD President & CEO 40.00 0.00 X X 1810933 0 467935 DAVID RAMUS BOARD DIRECTOR 3.00 0.00 X 9250 0 0 CHARLES WILHOITE BOARD DIRECTOR 3.00 0.00 X 0 0 0 DIANE PINNEY BOARD DIRECTOR 4.00 0.00 X 11000 0 0 LINDA S HOFF CFO & TREASURER 40.00 0.00 X X 659680 0 179147 CAROL A BRADLEY SR VP 40.00 0.00 X 446480 0 67426 TRENT S GREEN SR VP 40.00 0.00 X 505430 0 154095 SONJA O STEVES SR VP 40.00 0.00 X 408685 0 89604 WAYNE L CLARK VP 40.00 0.00 X 315743 0 17924 THOMAS W BICKETT VP 40.00 0.00 X 234662 0 40064 MAUREEN A BRADLEY SR VP 40.00 0.00 X 341606 0 50018 PATRICIA M GIANELLI DIRECTOR 40.00 0.00 X 249772 0 56146 CHRISTIANE FARENTINOS MD VP 40.00 0.00 X 171337 0 37875 JON J HERSEN VP 40.00 0.00 X 235155 0 46858 LAUREN FOOTE CHRISTENSEN VP 40.00 0.00 X 149692 0 46005 EVERETT NEWCOMB III MD SR VP 40.00 0.00 X 838091 0 216944 JOHN J KENAGY SR VP 40.00 0.00 X 474101 0 140331 LEWIS L LOW MD SR VP 40.00 0.00 X 607597 0 85666 ANTHONY J MELARAGNO MD VP 40.00 0.00 X 520283 0 83819 AISHA B FURBACH VP 40.00 0.00 X 229226 0 23244 MILROSE J MERCADO VP 40.00 0.00 X 199486 0 35379 KATHY TRUONG RN 55.00 0.00 X 237728 0 44285 MICHAEL TEWFIK MD DIRECTOR 40.00 0.00 X 329503 0 48335 AMY CHAUMETON MD DIRECTOR 40.00 0.00 X 328473 0 47207 JOEL WRIGHT RN 60.00 0.00 X 242171 0 50571 ROBERT WARNOCK MD DIRECTOR 40.00 0.00 X 365986 0 50824 10619565 387204 2142549 355 false true false EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 CONSULTANTS 3143103 CDW GOVERNMENT INC 230 N MILWAUKEE AVE VERNON HILLS IL 60061 INFORMATION SYSTEMS 3454017 EVOLENT HEALTH LLC 800 N GLEBE RD 500 ARLINGTON VA 22203 CONSULTANTS 2759909 CERNER CORPORATION PO BOX 165750 KANSAS CITY MO 64116 INFORMATION SYSTEMS 1836175 MICROSOFT LICENSING GP 1950 STEMMONS FWY 5010 DALLAS TX 75207 IMFORMATION SYSTEMS 3125303 97 469907 469907 CONVENIENCE OF MEMBERS 356656 356656 INV INC ALLOC TO AFFIL -22320946 -22320946 MANAGEMENT FEES 212985487 212985487 PARTNERSHIP INCOME 710524 782926 -72402 191731721 11357825 11357825 0 0 14898530 13693801 1204729 1204729 1204729 10394615 34877 222834 10394615 -187957 10206658 10394615 -187957 0 0 0 0 214970840 201842082 -72402 12731253 1154949 1154949 0 0 0 10994975 10994975 0 74712179 74712179 5870808 5870808 13668259 13668259 7070050 7070050 0 2661740 2661740 0 0 0 0 0 1617491 1617491 9776561 9776561 18092453 18092453 0 1020048 1020048 1592002 1592002 0 0 2425939 2425939 0 26553795 26553795 267047 267047 CONTRACT SERVICES 33886569 33886569 CONSULTING & AUDIT 6987091 6987091 OTHER EXPENSES 4602773 4165088 437685 0 222954729 222517044 437685 0 0 174788057 117058553 0 7124784 5925235 0 0 0 0 12376316 10748577 434354674 303112381 120194890 131242293 559880912 545025577 130319546 139730494 0 3707997 3410270 84405275 87198132 1092797777 1040339131 63591194 62425980 431684287 406096885 521295473 506768337 1016570954 975291202 X 76226823 65047929 76226823 65047929 1092797777 1040339131 X -7983889 -3195005 X false true X true true true X X 6 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 true 0 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true 0 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 true 0 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 true 0 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 true 0 0 LEGACY VISITING NURSE ASSOCIATION 930848530 9 true 0 0 6 0 true false false false false false false false false false false false false false false true Support Schedule: Additional Supplemental Information Legacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the Legacy's service area. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 214946 149080 214946 149080 222739783 1507393547 222954729 1507542627 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 290854 355538 317778 364026 1328196 500000 500000 500000 500000 2000000 3000000 24414838 73 -1169667 25584578 1.00000 false true true 5430446 5430446 182280870 117119659 65161211 2432567 831064 1601503 236091356 185161658 50929698 8119435 8119435 131242293 8504443 F 139730494 CASH SURRENDER VALUE 11859 DEFERRED FINANCING COSTS 2200288 I/C AFFILIATE - INVESTMENT POOL 44194418 LAND & BUILDING HELD FOR DEVELOPMENT 12686842 LEGACY REAL ESTATE ASSETS 600363 LONG TERM INTERCOMPANY RECEIVABLE 2587216 LONG TERM INVESTMENT HELD FOR CAPITAL 1955964 87198132 I/C AFFILIATE - INVESTMENT POOL 437521259 NONCURRENT BENEFITS LIABILITY 16981673 NONCURRENT PENSION LIABILITY 12538445 NONCURRENT WORKERS' COMP LIABILITY 93055 RESERVE FOR PROFESSIONAL LIABILITY COSTS 39633905 506768337 211574000 211574000 3396840 3396840 214970840 219559000 219559000 3395729 3395729 222954729 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 CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 80172 1 1 80172 80172 false false true true true false true AMERICAN CANCER SOCIETY 330 SW CURRY STREET PORTLAND OR 97239 131788491 501(c)(3) 7100 0 MAKING STRIDES AGAINST BREAST CANCE AMERICAN HEART ASSOCIATION 1200 NW NAITO PARKWAY PORTLAND OR 97209 135613797 501(c)(3) 32500 0 2015 HEART WALK, 2015 GO RED EVENT CENTRAL CITY CONCERN 232 NW SIXTH AVE PORTLAND OR 97209 930728816 501(c)(3) 40000 0 COMPASSION IN ACTION CAMPAIGN LUNCH CHELSEA HICKS FOUNDATION PO BOX 755 TUALATIN OR 97062 270869273 501(c)(3) 6675 0 2015 MASQUERADE BALL CHILDRENS CANCER ASSOCIATION 7524 SW MACADAM SUITE B PORTLAND OR 97219 931181662 501(c)(3) 15000 0 WONDERBALL GALA & VALENTINE'S DAY COLUMBIA RIVER MENTAL HEALTH PO BOX 1337 VANCOUVER WA 98666 910609138 501(c)(3) 5500 0 MATCHING PLEDGE COMMUNITY ACTION FOR WA COUNTY 1001 SW BASELINE STREET HILLSBORO OR 97123 930554941 501(c)(3) 14000 0 HEALTHY FAMILIES SUMMIT DONATE LIFE NORTHWEST 2525 SW 1ST AVE SUITE 175 PORTLAND OR 97201 930867552 501(c)(3) 10000 0 GOLF TOURNAMENT-LIFESAVER BREAKFAST FOUNDATION FOR HEALTHY GEN 419 3RD AVE W SEATTLE WA 98119 916186093 501(c)(3) 10000 0 HEALTHY LIVING COLLABORATIVE FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 25000 0 HOLIDAY BALL,PROJECT ACCESS CLARK JDRF 7000 SW HAMPTON ST 100 PORTLAND OR 97223 231907729 501(c)(3) 6500 0 HOPE GALA,WALK TO CURE DIABETES MARCH OF DIMES 1220 SW MORRISON ST 510 PORTLAND OR 97205 131846366 501(c)(3) 10100 0 MARCH FOR BABIES, NURSE OF YR NATIVE AMERICAN YOUTH AND FAM 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501(c)(3) 12500 0 2015 GALA, COALITION- COMM OF COLOR NEW AVENUES FOR YOUTH 1120 SW COLUMBIA ST PORTLAND OR 97201 930910213 501(c)(3) 10000 0 STEVE ALLEN COMEDY SHOW NORTH BY NORTHEAST COMM HLTH 3030 NE MARTIN LUTHER KING JR PORTLAND OR 97212 721618287 501(c)(3) 24000 0 CUTS & CHECKS PROGRAM SPONSOR OR ASSOC OF MINORITY ENTREPRE 4134 N VANCOUVER AVENUE PORTLAND OR 97217 943058546 501(c)(3) 11000 0 ANNUAL TRADE SHOW, YOUTH CONF OREGON CENTER FOR NURS 5000 N WILLAMETTE BLVD PORTLAND OR 97203 743052430 501(c)(3) 15000 0 FUNDRAISER, PROGRAM SUPPORT OTHERS - LESS THAN 5001 C/O 1919 NW LOVEJOY ST PORTLAND OR 97209 501(c)(3) 616191 0 GRANTS UNDER $5,000 OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(c)(3) 10000 0 ANNUAL DONATION PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 175883 0 HEALTHCARE ENROLLMENT ALLIANCE RONALD MCDONALD HOUSE CHARITI 2620 N COMMERCIAL PORTLAND OR 97227 930806912 501(c)(3) 20000 0 HEART & HANDS GALA, PRG SUPPORT SW COMMUNITY HEALTH CENTER 7754 SW CAPITOL HWY PORTLAND OR 97219 743050497 501(c)(3) 15000 0 ANNUAL SUPPORT THE URBAN LEAGUE OF PORTLAND 10 N RUSSELL ST PORTLAND OH 97227 930395590 501(c)(3) 15000 0 EQUAL OPPOR DAY AWARDS, YOUTH PRG THE WALLACE MEDICAL CO PO BOX 6972 PORTLAND OR 97228 930853709 501(c)(3) 30000 0 GENERAL OPERATING DONATION TRANSITION PROJECTS 475 NW GLISAN ST PORTLAND OR 97209 930591582 501(c)(3) 10500 0 SOUP FOR THE SOUL EVENT SPONSOR VIRGINIA GARCIA MEMORIAL FDTN PO BOX 486 CORNELIUS OR 97113 912077840 501(c)(3) 7500 0 HEALTHCARE SYMPOSIUM, ANNIV GALA 26 0 Grantmaker's Description of How Grants are Used Legacy provides grants to the community through the Community Health Fund which was established in 1999 by the Legacy Board of Directors. The Legacy Board oversees a $10 million Community Health Fund helping to address major community health issues. The majority of the grants are for three years. The Community Benefit and Community Relations senior leadership along with two Legacy Board members review applications providing grants only to 501(c)(3) organizations. Follow up occurs annually regarding the use of the funds. In addition Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy's Community Affairs Department administers these grants, assuring the organizations meet the 501(c)(3) qualifications and the money is used for its intended purpose. X X true true X X X X X true true false true true true true false true true AISHA B FURBACH VP 206691 23252 -717 11265 11979 252470 AMY CHAUMETON MD DIRECTOR 298373 31373 -1273 28105 19102 375680 ANTHONY J MELARAGNO MD VP 394254 68283 57746 54657 29162 604102 51136 CAROL A BRADLEY SR VP 367266 59973 19241 39410 28016 513906 CHRISTIANE FARENTINOS MD VP 164569 11469 -4701 10848 27027 209212 EVERETT NEWCOMB III MD SR VP 647865 134905 55321 184869 32075 1055035 45582 GEORGE J BROWN MD President & CEO 1068412 252963 489558 420977 46958 2278868 465036 JOEL WRIGHT RN 246699 500 -5028 19830 30741 292742 JOHN J KENAGY SR VP 400720 72160 1221 110568 29763 614432 JON J HERSEN VP 207244 30842 -2931 19462 27396 282013 JONATHAN HILL MD BOARD DIRECTOR 369224 11500 10980 10880 11179 11500 402263 KATHY TRUONG RN 229496 500 7732 19233 25052 282013 LAUREN FOOTE CHRISTENSEN VP 145296 10277 -5881 17510 28495 195697 LEWIS L LOW MD SR VP 492826 86459 28312 56249 29417 693263 LINDA S HOFF CFO & TREASURER 549960 112672 -2952 147327 31820 838827 MAUREEN A BRADLEY SR VP 257484 83376 746 26547 23471 391624 MICHAEL TEWFIK MD DIRECTOR 251024 48379 30100 27607 20728 377838 MILROSE J MERCADO VP 188890 14106 -3510 8332 27047 234865 PATRICIA M GIANELLI DIRECTOR 230998 22909 -4135 33486 22660 305918 ROBERT E DEWITT SR VP & SEC 372971 62942 7682 27402 13386 484383 ROBERT WARNOCK MD DIRECTOR 330188 750 35048 30688 20136 416810 SONJA O STEVES SR VP 347887 62219 -1421 67984 21620 498289 THOMAS W BICKETT VP 219126 16866 -1330 17825 22239 274726 TRENT S GREEN SR VP 430357 77391 -2318 129568 24527 659525 WAYNE L CLARK VP 134827 33999 146917 7444 10480 333667 15551 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. A CLACKAMAS COUNTY OREGON 237426300 179027VJ3 2008-11-13 150000000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false false B CLACKAMAS COUNTY OREGON 237426300 179027WC7 2009-05-21 163860000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC true false false C OR FACILITIES AUTHORITY 237426300 68608JKC4 2010-01-13 123745000 FINANCING CURRENT REFUNDING REVENUE BONDS false false false D OR FACILITIES AUTHORITY 237426300 68608JNP2 2011-05-05 111470000 FINANCING REFUNDING REV BONDS false false false A 150000000 1672180 228625 148099195 2010 false false true true B 94740000 164131727 11910062 16284425 2221648 133715592 2012 false false true true C 71950000 126570447 1633485 124936962 false false D 23655000 115691620 1071770 114619850 true false A false false true true false false B false false true true false false C false false true true false 0.00210 0.00210 false D false false true true false false A false true true false true CALYON TRINITY 1.5000 true false true B false true false false false true C false true false false false true D false true false false false true A true B true C true D true Part VI 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 A WELLS FARGO 237426300 2014-07-15 71720000 FINANCING REFUNDING REV BONDS true false false A 6541090 78261090 451090 77810000 true false A false false true true false false A false true false false false true A true 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 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 LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK AT GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A true LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 N/A true EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 936095667 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true MERIDIAN PARK MEDICAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 930773410 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true MT HOOD MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 930794951 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A true LEGACY ADVENTIST VENTURE 1919 NW LOVEJOY ST PORTLAND OR 97209 931121816 HEALTHCARE OR 501(C)(3) 9 N/A false LEGACY HEALTH FOUNDATION 1919 NW LOVEJOY ST PORTLAND OR 97209 465562403 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false LEGACYUSP SURGERY CENTERS LLC 15305 DALLAS PKWY SUITE 1600 LB 2 ADDISON TX 75001 261846866 MGMT SERV OR N/A Related 189299 11505775 false false 0.50100 LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 AIR AMBULANCE OR LEHHC Related 5111792 4342089 false false 0.32000 WALGREENS INFUSION SERV AT LEGACY LLC 104 WILMOT ROAD MS 1435 DEERFIELD IL 60015 203161422 INFUSION OR LVNA Related 1252815 2172592 false false 0.50000 NORTHWEST HOSPITAL PARTNERSHIP INC 1919 NW LOVEJOY ST PORTLAND OR 97209 930973009 INVESTMENT OR LGSHMC INVESTMENT 150000 50300 false false 0.50000 NORTHWEST URGENT CARE PHASE II LLC 5555 GLENRIDGE CONNECTOR STE 700 ATLANTA GA 30342 472654570 URGENT CARE OR LEGACY HEALTH Related -852753 2016762 false false 0.50000 MANAGED HEALTHCARE NORTHWEST 1919 NW LOVEJOY ST PORTLAND OR 97208 930914759 MEDICAL OR LEGACY MT HOOD MEDICAL CENTER C 156945 428168 0.75000 false LEGACY HEALTH SYSTEM INSURANCE COMPANY 1919 NW LOVEJOY ST PORTLAND OR 97209 030322342 INSURANCE N/A C -754 240556 1.00000 false true true true true true false true true true true false true true true true true true true true LEGACY EMANUEL HOSPITAL & HEALTH CENTER a 5226861 Fair Value LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL a 78696 Fair Value LEGACY MERIDIAN PARK HOSPITAL a 758568 Fair Value LEGACY MOUNT HOOD MEDICAL CENTER a 367860 Fair Value EMANUEL MEDICAL CENTER FOUNDATION c 110112 Cash EMANUEL MEDICAL CENTER FOUNDATION l 251417 Actual Cost RANDALL CHILDRENS HOSPITAL FOUNDATION c 41973 Cash RANDALL CHILDRENS HOSPITAL FOUNDATION l 680822 Actual Cost GOOD SAMARITAN FOUNDATION c 208897 Cash GOOD SAMARITAN FOUNDATION l 803512 Actual Cost MERIDIAN PARK MEDICAL FOUNDATION c 51100 Cash MERIDIAN PARK MEDICAL FOUNDATION l 221285 Actual Cost MT HOOD MEDICAL CENTER FOUNDATION c 95337 Cash MT HOOD MEDICAL CENTER FOUNDATION l 67752 Actual Cost SALMON CREEK HOSPITAL FOUNDATION c 36608 Cash SALMON CREEK HOSPITAL FOUNDATION l 180643 Actual Cost