LEGACY MOUNT HOOD MEDICAL CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY MOUNT HOOD MEDICAL CENTER (EIN 93-0591528)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-17
- IRS object ID
- 201530489349301638
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-17T13:21:12-08:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930591528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY MOUNT HOOD MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24800 SE STARK ST | AddressLine1 |
| City | GRESHAM | City |
| State | OR | State |
| ZIP Code | 97030 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA S HOFF | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Signature | 2015-02-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE J BROWN MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,674,867 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Legacy Mount Hood Medical Center (LMHMC) was founded in 1922 and is a community hospital in Gresham, Oregon with 115 licensed beds. LMHMC offers a wide range of services including family birth, diagnostic services, cancer treatment, surgery and emergency services. LMHMC is part of Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking and actions Leadership - Serve as a role model of good health and good citizenship | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 329 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $85,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $286,926 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $114,841,668 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $133,542,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,582,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,783,290 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $116,509,606 | PYTotalRevenueAmt |
| CY Total Revenue | $135,612,402 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,790,285 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,932,065 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,332,571 | PYOtherExpensesAmt |
| CY Other Expenses | $70,937,740 | CYOtherExpensesAmt |
| PY Total Expenses | $113,122,856 | PYTotalExpensesAmt |
| CY Total Expenses | $124,869,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,386,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,742,597 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,190,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,951,429 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,877,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,369,283 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,313,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,582,146 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Legacy Mount Hood Medical Center (LMHMC) was founded in 1922 and is a community hospital in Gresham, Oregon with 115 licensed beds. LMHMC offers a wide range of services including family birth, diagnostic services, cancer treatment, surgery and emergency services. LMHMC is part of Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking and actions Leadership - Serve as a role model of good health and good citizenship | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $99,477,305 | ExpenseAmt |
| Revenue | $133,542,461 | RevenueAmt |
| Desc | LMHMC provides inpatient and outpatient healthcare services to the communities it serves. In support of its mission, LMHMC 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. During fiscal year 2014, LMHMC provided financial assistance on approximately 15,830 patient accounts (of which 20% received discounts totaling 100% of costs) and resulted in LMHMC incurring roughly $7,355,800 in uncompensated costs associated with this program. In addition to charity care, LMHMC provides services under various states' Medicaid programs for financially needy patients, Medicare beneficiaries and other government programs for which the cost of treating these patients exceeds the government payments received. During fiscal year 2014, LMHMC incurred approximately $6,560,600, $1,231,120 and $277,300 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. LMHMC also provides a variety of other community benefit activities such as medical education, donations to other charitable entities, research, and other health improvement services which totaled roughly $750,200 during fiscal year 2014.LMHMC is part of Legacy, which collectively provided over $63 million, $112 million, $90 million, and $1 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2014. In addition, Legacy provided over $22 million in other community benefit activities during fiscal year 2014. | Desc |
| Total Program Service Expenses | $99,477,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA S HOFF | PersonNm |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BISHOP DAVID BRAUER-RIEKE | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $253 | $0 | ||||
| CHRISTOPHER S THOMING MD | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $17,474 | $0 | ||||
| SHERYL MANNING | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $543 | $0 | ||||
| COLLEEN A CAIN | ||||||||||
| Chairman | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT L CORNIE | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $493 | $0 | ||||
| DIANE PINNEY | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY D FULLMAN MD | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $495 | $0 | ||||
| JEFFREY S GORDON | ||||||||||
| Chairman | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LESLIE ROOT MD | ||||||||||
| BOARD DIRECTOR | 4.00 | 1.00 | Yes (X) | $0 | $25,100 | $0 | ||||
| RONALD S KING | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $594 | $0 | ||||
| ROBERT E DEWITT | ||||||||||
| SR VP & SEC | 0.00 | 40.00 | Yes (X) | $0 | $206,879 | $15,856 | Yes (X) | |||
| DUANE C MCDOUGALL | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CORLISS A MCKEEVER | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $367 | $0 | ||||
| STEPHEN NEWBERRY MD | ||||||||||
| BOARD DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $2,000 | $0 | ||||
| LINDA S HOFF | ||||||||||
| CFO & TREASURER | 0.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOHN W WINTER JR | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $788 | $0 | ||||
| GEORGE J BROWN MD | ||||||||||
| President & CEO | 0.00 | 40.00 | Yes (X) | $0 | $1,422,082 | $231,478 | Yes (X) | |||
| P CAMPBELL GRONER III | ||||||||||
| SR VP & SEC | 0.00 | 40.00 | Yes (X) | $0 | $383,430 | $124,672 | Yes (X) | |||
| DAVID E EAGER | ||||||||||
| CFO & TREASURER | 0.00 | 40.00 | Yes (X) | $0 | $555,532 | $57,026 | Yes (X) | |||
| JEFFREY BARBER | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $571 | $0 | ||||
| RT REV MICHAEL J HANLEY | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $253 | $0 | ||||
| JAMES WALKER | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $447 | $0 | ||||
| PATRICK REITEN | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRENT S GREEN | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $451,684 | $70,891 | Yes (X) | ||||
| SONJA O STEVES | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $416,921 | $109,011 | Yes (X) | ||||
| GRETCHEN M NICHOLS | ||||||||||
| CAO | 40.00 | 0.00 | $348,460 | $0 | $113,889 | Yes (X) | ||||
| EVERETT NEWCOMB III | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $773,184 | $176,355 | Yes (X) | ||||
| MAUREEN A BRADLEY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $319,348 | $39,385 | Yes (X) | ||||
| JOHN J KENAGY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $465,302 | $56,762 | Yes (X) | ||||
| LEWIS L LOW | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $522,523 | $82,786 | Yes (X) | ||||
| CAROL A BRADLEY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $473,127 | $75,914 | Yes (X) | ||||
| TODD NELSON | ||||||||||
| NURSE ANESTHETIST | 40.00 | 0.00 | $161,712 | $0 | $36,924 | Yes (X) | ||||
| MARCIA S SODERLING | ||||||||||
| NURSE EXECUTIVE | 40.00 | 0.00 | $200,816 | $0 | $22,588 | Yes (X) | ||||
| ROBERT R ROWBOTHAM | ||||||||||
| PHYSICIST | 40.00 | 0.00 | $175,048 | $0 | $40,532 | Yes (X) | ||||
| MAURI TRAYLOR | ||||||||||
| NURSE ANES | 40.00 | 0.00 | $180,431 | $0 | $25,986 | Yes (X) | ||||
| THIEN NGUYEN | ||||||||||
| PHARMACIST | 40.00 | 0.00 | $162,052 | $0 | $43,161 | Yes (X) | ||||
| PAMELA VUKOVICH | ||||||||||
| FORMER SR. VP TREAS | 0.00 | 0.00 | $0 | $373,672 | $0 | Yes (X) | ||||
| BRYCE HELGERSON | ||||||||||
| FORMER CAO | 0.00 | 40.00 | $0 | $395,547 | $60,699 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,228,519 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,808,609 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,383,915 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 82 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAUGH SKANSKA INC | |||||
| PO BOX 767 | BEAVERTON | OR | 97075 | CONSTRUCTION | $348,133 |
| OREGON ANESTHESIOLOGY GROUP PC | |||||
| 120 NW 14TH AVE 300 | PORTLAND | OR | 97209 | MEDICAL SERVICES | $501,790 |
| ZIMMER GUNSUL FRANSCA ARCHITECTS LLP | |||||
| 1223 SW WASHINGTON ST 200 | PORTLAND | OR | 97205 | CONSTRUCTION | $384,256 |
| NW CARDIOVASCULAR INSTITUTE | |||||
| 2222 NW Lovejoy st 606 | PORTLAND | OR | 97209 | MEDICAL SERVICES | $251,560 |
| ECHO VISION INC | |||||
| 7214 NE 72nd PL | VANCOUVER | WA | 98662 | MEDICAL SERVICES | $191,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $286,926 | RelatedOrganizationsAmt |
| Total Contributions | $286,926 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CAFE, PHARMACY & ETC | $622,138 | $622,138 |
| CHARITY CARE | -$22,373,933 | -$22,373,933 |
| CONTRACTUAL ALLOWANCE | -$173,915,684 | -$173,915,684 |
| PATIENT PROGRAM REV | $329,209,665 | $329,209,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $133,542,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,821,985 | TotalRevenueColumnAmt |
| Exclusion | $1,821,985 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $23,770 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $62,465 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$38,695 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,695 | TotalRevenueColumnAmt |
| Exclusion | -$38,695 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,612,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133,542,186 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,783,290 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,349 | TotalAmt |
| Program Services | $414,131 | ProgramServicesAmt |
| Management And General | $48,218 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,760,392 | TotalAmt |
| Program Services | $38,300,963 | ProgramServicesAmt |
| Management And General | $4,459,429 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,784,392 | TotalAmt |
| Program Services | $2,494,011 | ProgramServicesAmt |
| Management And General | $290,381 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,509,984 | TotalAmt |
| Program Services | $4,039,643 | ProgramServicesAmt |
| Management And General | $470,341 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,414,948 | TotalAmt |
| Program Services | $3,058,807 | ProgramServicesAmt |
| Management And General | $356,141 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,891 | TotalAmt |
| Program Services | $2,352,891 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,440,655 | TotalAmt |
| Program Services | $14,734,780 | ProgramServicesAmt |
| Management And General | $705,875 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,398 | TotalAmt |
| Program Services | $274,647 | ProgramServicesAmt |
| Management And General | $86,751 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,926 | TotalAmt |
| Program Services | $43,261 | ProgramServicesAmt |
| Management And General | $13,665 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,278 | TotalAmt |
| Program Services | $889,362 | ProgramServicesAmt |
| Management And General | $280,916 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,261,372 | TotalAmt |
| Program Services | $4,758,378 | ProgramServicesAmt |
| Management And General | $1,502,994 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,482 | TotalAmt |
| Program Services | $809,474 | ProgramServicesAmt |
| Management And General | $81,008 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICES FEES | $16,279,524 | $16,279,524 | |
| BAD DEBTS | $11,407,655 | $11,407,655 | |
| PROVIDER TAX | $8,311,340 | $8,311,340 | |
| CONTRACT SERVICES | $7,745,288 | $271,898 | $7,473,390 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,931 | TotalAmt |
| Program Services | $114,572 | ProgramServicesAmt |
| Management And General | $545,359 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,869,805 | TotalAmt |
| Program Services | $99,477,305 | ProgramServicesAmt |
| Management And General | $25,392,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,189 | BOYAmt |
| EOY | $157,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,863,774 | BOYAmt |
| EOY | $15,080,920 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,421 | BOYAmt |
| EOY | $2,114,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,605 | BOYAmt |
| EOY | $21,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,234,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,454,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,997,502 | BOYAmt |
| EOY | $42,780,560 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,719,446 | BOYAmt |
| EOY | $25,797,284 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,190,937 | BOYAmt |
| EOY | $85,951,429 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,475,976 | BOYAmt |
| EOY | $9,282,674 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,781 | BOYAmt |
| EOY | $241,945 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,040,402 | BOYAmt |
| EOY | $46,844,664 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,877,159 | BOYAmt |
| EOY | $56,369,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,313,778 | BOYAmt |
| EOY | $29,582,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,313,778 | BOYAmt |
| EOY | $29,582,146 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,190,937 | BOYAmt |
| EOY | $85,951,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,742,597 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $3,525,771 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,662 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $341,876 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,662 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $341,876 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $109,501,703 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,394,990,230 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $109,515,365 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,395,332,106 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,000,000 | CurrentYearMinus1Amt |
| Current Year | $2,000,000 | CurrentYearAmt |
| Total | $8,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $12,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $185,614 | CurrentYearMinus3Amt |
| Current Year Minus2 | $288,019 | CurrentYearMinus2Amt |
| Current Year Minus1 | $290,854 | CurrentYearMinus1Amt |
| Current Year | $355,538 | CurrentYearAmt |
| Total | $1,120,025 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $500,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $500,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $500,000 | CurrentYearMinus1Amt |
| Current Year | $500,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,000,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,178 | BeginningYearBalanceAmt |
| Contributions | $54,005 | ContributionsAmt |
| Investment Earnings Or Losses | $684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $84,628 | OtherExpendituresAmt |
| End Year Balance | $64,239 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,721 | BeginningYearBalanceAmt |
| Contributions | $73,894 | ContributionsAmt |
| Investment Earnings Or Losses | $359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $79,796 | OtherExpendituresAmt |
| End Year Balance | $94,178 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,987 | BeginningYearBalanceAmt |
| Contributions | $34,525 | ContributionsAmt |
| Investment Earnings Or Losses | $371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,162 | OtherExpendituresAmt |
| End Year Balance | $99,721 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,518 | BeginningYearBalanceAmt |
| Contributions | $46,401 | ContributionsAmt |
| Investment Earnings Or Losses | $40 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,972 | OtherExpendituresAmt |
| End Year Balance | $82,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,981 | BeginningYearBalanceAmt |
| Contributions | $157,461 | ContributionsAmt |
| Other Expenditures | $201,924 | OtherExpendituresAmt |
| End Year Balance | $71,518 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,494,569 | OtherCostOrOtherBasisAmt |
| Book Value | $1,494,569 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,764,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,062,059 | DepreciationAmt |
| Book Value | $25,702,304 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,532,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,261,318 | DepreciationAmt |
| Book Value | $271,128 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,354,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,130,946 | DepreciationAmt |
| Book Value | $13,223,595 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,088,964 | OtherCostOrOtherBasisAmt |
| Book Value | $2,088,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,780,560 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $442,700 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,797,284 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| I/C AFFILIATE DEBT | $41,027,242 |
| NONCURRENT PENSION LIABILITY | $5,588,575 |
| NONCURRENT WORKERS' COMP LIABILITY | $228,845 |
| ROUNDING | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,844,664 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $135,497,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $315,127 | OtherRevenueAmt |
| Revenue Not Reported | $315,127 | RevenueNotReportedAmt |
| Revenue Subtotal | $135,181,873 | RevenueSubtotalAmt |
| Other Revenues Not Included | $430,529 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $430,529 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $135,612,402 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $124,915,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $315,127 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $315,127 | ExpensesNotReportedAmt |
| Expenses Subtotal | $124,599,873 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $269,932 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $269,932 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $124,869,805 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Endowment funds disclosed in Part V are used to improve the healthcare of the community as designated by the donors. Mount Hood Medical Center Foundation (MHMCF) maintains all charitable gifts including endowment funds for the benefit of LMHMC 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 2d: Other revenue amounts included in F/S but not included on form 990 | PROGRAM SERVICE REVENUE RECLASS $315127 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | AUXILIARY INCOME $27800 FOUNDATION CONTRIBUTION $286926 ROUNDING $-559 OCCUPANCY EXPENSE $5056 MEDICAL STAFF INCOME $150000 GAIN / LOSS OF SALE OF ASSETS $-38694 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | PROGRAM SERVICE REVENUE RECLASS $315127 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | AUXILIARY EXPENSE $32474 FOUNDATION CONTRIBUTION $146926 ROUNDING $-405 OCCUPANCY EXPENSE $5056 MEDICAL STAFF EXPENSE $124575 GAIN / LOSS OF SALE OF ASSETS $-38694 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,355,809 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,355,809 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05890 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,080,242 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,519,657 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,560,585 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05250 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,439,676 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,162,410 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $277,266 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00220 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,875,727 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $17,682,067 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,193,660 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11360 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $75,731 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $75,731 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $441,673 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $441,673 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00350 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $232,807 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $232,807 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00190 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $750,211 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $750,211 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00600 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $32,625,938 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $17,682,067 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,943,871 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11960 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $11,407,655 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $7,414,976 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $18,850,651 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $21,458,251 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,607,600 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY MT HOOD MEDICAL CENTER | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24800 SE STARK STREET | AddressLine1 |
| City | GRESHAM | City |
| State | OR | State |
| ZIP Code | 97030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.legacyhealth.org | WebsiteAddressTxt |
| State License | 14-1337 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY MT HOOD MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 11 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.legacyhealth.org | OwnWebsiteURLTxt |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| Other Needs Addressed | Yes (X) | OtherNeedsAddressedInd |
| All Needs Addressed | false | AllNeedsAddressedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Form4720 Filed | false | Form4720FiledInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.0000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 400.0000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| Residency | Yes (X) | ResidencyInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 3 - Account Input from Person Who Represent the Community | In July of 2011, the results of Legacy's community needs assessment were available and can be found at www.Legacyhealth.org.Input from persons who represent the community consisted of one on one personal interviews conducted by leadership with 56 elected officials (state, county and city) and public sector (public health, human services), faith, business and community nonprofit organization members, including representatives of culturally, racially and ethnically diverse and low income communities. Interviewees were intentionally designated based on their direct involvement with organizations. Venetta Abdellatif, Director, Multnomah County Health DepartmentJudy Alley, Executive Director, Snow CapThomas D. Aschenbrener, President/CEO, Northwest Health FoundationMichael Balter, Executive Director, Boys and Girls Aid SocietyCarolyn Becic, Executive Director, Oregon MentorsCindy Becker, Administrator, Clackamas County Health and Human ServicesThe Right Rev. David Brauer-Rieke, Bishop, Oregon Lutheran Synod ELCARachel Bristol, Executive Director, Oregon Food BankSam Brooks, Former President, Oregon Association of Minority EntrepreneursLorena Campbell, Liaison, East Multnomah County Schools LiaisonMargaret Carter, Deputy Director of Human Services, Oregon Department of Human ServicesGale Castillo, Executive Director, Hispanic Metropolitan ChamberRobin Christian, Executive Director, Children First for OregonLisa Cline, Executive Director,The Wallace Medical ConcernJeff Cogen, Chair, Multnomah CountyRodney Cook, Director, Clackamas Office of Children and FamiliesCarlos Crespo, DrPh, Director, Portland State University School of Community HealthMarie Dahlstrom, Executive Director, Familias en AccionAndy Davidson, President/CEO, Oregon Association of Hospitals and Healthcare SystemsMarty Davis, Publisher, Just OutChris DeMars, Program Officer, NW Health FoundationJean DeMaster, Executive Director, Human SolutionsKevin Dowling, Program Manager,CARES NWErin Fair, Policy Director, Care OregonPietro Ferrari, Executive Director, HaciendaJeana Frazzini, Executive Director, Basic Rights OregonJoanne Fuller, Director, Human ServicesMultnomah CountyBruce Goldberg, MD, Director, Oregon Department of Human Services Janie Griffin, Dean, Mt. Hood Community CollegeGuadalupe Guajardo, Senior Consultant,Nonprofit Association of OregonMary Lou Hennrich, Executive Director, Oregon Public Health InstituteDonna Larson, Dean of Allied Health, Mt. Hood Community CollegeDavid Leslie, Executive Director, Ecumenical Ministries of OregonMarc Levy, Executive Director, United Way of the Columbia WillametteAdrienne Livingston, Executive Director, Black United FundNichole Maher, Executive Director, Native American Youth and Family CenterDiane McKeel, Commissioner, Multnomah CountyCorliss McKeever, President/CEO, African American Health CoalitionLaurie Monnes-Anderson, State Senator, Oregon State SenateVicki Nakashima, Partners in DiversityCarol Neilson-Hood, Executive Director,Gresham Area Chamber of CommerceLinda Nilsen-Solares, Executive Director, Project Access NOWCarman Rubio, Executive Director, Latino NetworkJim Schlachter, Superintendent, Gresham Barlow School DistrictLillian Shirley, Director, Multnomah County Health DepartmentJohn Sygielski, EdD,President, Mt. Hood Community CollegeLynn Thompson, CEO, Big Brothers Big Sisters Columbia NorthwestTricia Tillman, Administrator,Oregon Multicultural Health and ServicesJoshua Todd, Director,Multnomah County Commission on Children, Families and CommunityGreg Van Pelt, Chief Executive Oregon,Providence Health and Services Oregon RegionMaree Wacker, CEO, American Red Cross Oregon Trail ChapterLarry Wallack, DrPH, Dean, Portland State University College of Urban and Public AffairsJoyce White, Executive Director, Grantmakers of OR and SW WAWim Wievel, PhD, President, Portland State UniversityGloria Wiggins, Division Manager, El Programa Hispano |
| Part V, Line 4 - List Other Hospital Facilities that Jointly Conducted Needs Assessment | The Community Needs Assessment was conducted in conjunction with the four other Legacy Health hospitals, i.e., Legacy Emanuel Medical Center, Legacy Good Samaritan Medical Center, Legacy Meridian Park Medical Center and Legacy Salmon Creek Medical Center. |
| Part V, Line 6i - Describe Other Needs Identified | The action plan for Legacy Mt. Hood can be found at www.legacyhealth.orgUsing these criteria and the lens of racial and ethnic equity, a Legacy Mount Hood Medical Center Implementation Strategies Plan details needs and implementation strategies in order of priority. All needs expressed by stakeholders related to health, health care and public health are listed, including those not addressed as a focus priority due to lack of financial and labor resources. Many needs beyond the five focus areas are addressed within hospital services and activities and these can be found in the Plan. Legacy Mount Hoods resources and strengths are on health-related services and, thus, the five focus areas are health-related needs and actions. Community stakeholders clearly stressed recommending focused attention in contrast to a broader superficial approach in addressing issues.Based on the criteria, Legacy Mount Hood will focus on:communities of color, charity care, access to health care, health literacy and youth and education. |
| Part V, Line 7 - Explanation of Needs Not Addressed and Reasons Why | Legacy Mount Hood did not address needs identified in the Community Needs Assessment for the reasons explained in the following, by need. These are included in the Community Needs Assessment and Implementation Strategies Plan.NEED: Mental Health: Limited financial and labor resources prevent addressing as need.NEED: Addiction/Substance Abuse: Limited financial and labor resources prevent addressing as need.NEED: Public Health: Limited financial and labor resources prevent addressing as need.NEED: Dental: Limited financial and labor resources prevent addressing as need.NEED: Childhood Obesity and Physical Activity: Limited financial and labor resources prevent addressing as need.NEED: Natural Environment: Limited financial and labor resources prevent addressing as need.NEED: Early Childhood: Limited financial and labor resources prevent addressing as need.NEED: HIV/AIDS: Limited financial and labor resources prevent addressing as need.NEED: Transgender Care: Limited financial and labor resources prevent addressing as need.NEED: Autism: Limited financial and labor resources prevent addressing as need. |
| Part V, Line 20d - Other Billing Determination of Individuals Without Insurance | The hospital facility used the Federal Poverty Guidelines to determine the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care. Discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level. A full subsidy is available for patients whose income is at or below 200% of the federal poverty level. |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense | LMHMC uses many different approaches to inform and educate patients on the availability of financial assistance as is described later in Part VI of Schedule H. Still, many patients do not respond to requests for information or provide appropriate documentation to benefit from financial assistance. As a result, LMHMC must report these amounts as bad debt. A portion of bad debt expense should be considered as charity care, using reasonable methodologies to analyze the information. |
| Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit | The estimated amount of bad debt expenses attributable to charity care policy was calculated using the demographic profile of household income and average household size in the zip code areas around the hospital. 65% of Households in the LMHMC service area would qualify for financial assistance with incomes under 400% of the Federal Poverty Guidelines under this methodology. |
| Part III, Line 4 - Bad Debt Expense | The footnote that describes the Legacy bad debt expense can be found on Page 13 of the attached audited financial statements. |
| Part III, Line 8 - Explanation Of Shortfall As Community Benefit | The entire Medicare shortfall should be considered a community benefit. Medicare shortfalls must be absorbed by the hospital in order to continue treating the elderly in the community served by the hospital. The hospital provides care regardless of this shortfall and thereby relieves the federal government of the burden of paying the full cost for Medicare beneficiaries. The Medicare amounts listed in Part III Section B. on lines 5, 6, and 7 do not represent all of the organization's revenues and costs associated with its participation in Medicare programs. The methodology used in reporting in Part III Section B Medicare is inconsistent with the other sections in Schedule H, as the instructions limit Medicare revenues and allowable cost to those from only the Medicare Cost Report. Revenue and costs from Medicare Part C patients, Part B physician services billed by the organization, and clinical laboratory services weren't included. In addition, hospitals incur other costs to provide care that Medicare does not allow in the cost report, such as Physician Call pay to ensure adequate physician coverage for the ED. The total revenues and costs attributable to all Medicare services are $42,452,446 and $43,683,566 respectively. This results in a total Medicare shortfall of $1,231,120.Costing Methodology (Part III, Line 8).Medicare allowable costs were calculated using the costing methodologies in the Medicare Cost Report. The cost report arrives at total allowable hospital cost through a cost finding process that includes direct cost allocations and a step-down allocation of indirect or overhead costs. Inpatient operating costs are composed of general inpatient routine and ICU unit costs derived from cost per diems, as well as inpatient ancillary service costs that utilize cost to charge ratios to arrive at cost. Apportionment of cost applicable to hospital outpatient services is through the application of cost to charge ratios. This excludes other costs incurred to provide services of the hospital to the community that the cost report deems as unallowable costs, such as Physician on-call pay. |
| Part III, Line 9b - Provisions On Collection Practices For Qualified Patients | Legacy provides care without charge or at amounts less than its established rates to patients who meet certain criteria under its financial assistance policy. Since Legacy does not pursue collection of amounts determined to qualify as charity care, they are excluded from net patient service revenues. |
| Part VI - Needs Assessment | Senior leadership, in conjunction with the Board of Directors, continually assesses the needs of the communities it serves through a compilation of primary and secondary market research (qualitative and quantitative), medical staff input, reviewing national trends and practices, working with local foundations and funders regarding their assessments, and working with local community-based partners to understand their needs. The goal is to understand the needs and develop programs specific to the community. Involvement is both proactive and responsive - a leadership role in initiating programs as well as being readily available as a collaborative partner when the community asks. The outcome of these assessments is the development of both long-term and fiscal year plans that are supported by a yearly budget that is proposed by staff and approved by the Board of Directors. During 2010, Legacy Health conducted a community needs assessment. The results of the assessment were available in July of 2011 and can be found at www.LegacyHealth.org. The region served by Legacy Mount Hood Medical Center (LMHMC), along with most of Oregon, is experiencing significant challenges in population growth, economic development, education and health care. Recognizing that social and economic determinants impact health, LMHMC has been and will remain committed to addressing these issues to improve the health of all residents in the community, including equity among ethnically diverse populations. |
| Part VI - Patient Education of Eligibility for Assistance | LMHMC employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, LMHMC's financial assistance program, and public assistance programs, such as Medicaid. The criteria for financial assistance under LMHMC's program is determined based on eligibility for insurance coverage, household income, qualified assets, catastrophic medical events, or other information supporting a patient's inability to pay for medically necessary services provided. Specifically, the LMHMC Financial Assistance Program provides an uninsured discount of 15% to patients who have resided within LMHMC'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 $95,400 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. In addition to financial counselors and social workers, LMHMC makes every effort to communicate its Financial Assistance Program to all patients. This includes signage in main admitting areas of each hospital and brochures explaining financial assistance in all patient care areas, as well as in appropriate languages. Financial counselors are available to assist patients in understanding and applying for available resources, including the LMHMC Financial Assistance Program. LMHMC's website also has information about the availability of financial assistance. LMHMC offers financial assistance customer service Monday through Friday, as well as the availability of voice mail so patients can leave confidential, detailed messages during non-business hours. Finally all of Legacy's billing statements include information regarding the availability of financial assistance. If LMHMC requires the use of a collection agency, those agencies are required to provide a telephone number that patients can call to request financial assistance.In 2010, Legacy Health established the Health Literacy initiative. Nearly all Legacy employees are touch points to patients and families and health literacy is involved in every touch pointWhat is health literacy? The Institute of Medicine defines health literacy as the capacity to obtain, understand, and process basic health information and services needed to make appropriate health decisions. In short, health literacy is the ability to understand and act on health information. Nearly half of the U.S. adult population has a low level of health literacy. Patients with low health literacy are less likely to comply with treatment, less likely to seek preventive care and twice as likely to be hospitalized. Quality, safety and cost are all affected by a patient's inability to understand medical instructions and to explain their symptoms/issues. Legacy's employees are learning and practicing new way of communicating with patients using health literacy tools such as universal precautions, plain language and teach back methods.Annual education is provided to all billing and admitting staff so they can be kept informed of and speak with knowledge about current financial assistance policies and options. LMHMC provides copies of the latest policies in main admitting areas, as well as through newsletters and other publications. Since 2008, the four county metro area health delivery systems (encompassing all hospitals in the area) and safety net clinics have partnered to establish a seamless, coordinated program to provide care for the low income uninsured, Project Access. This program enables low income uninsured patients to receive continuity of care in earlier stages of acuity due to the collaboration among 2800 providers and all health systems. |
| Part VI - Community Information | LMHMC is located in Gresham, a suburban area about 35 miles east of downtown Portland. The total service area extends from the Columbia River in the north to Estacada in the south and from 122nd Avenue in the west to Mt. Hood in the east. The five mile primary service area includes the cities/towns of Gresham, Troutdale, Fairview and Wood Village. Zip codes for the primary service area include: 97030, 97060, 97230, 97233, 97236, 97019 and 97080. While Gresham is the fourth largest city in Oregon, the other communities are much smaller in population. The communities are contiguous to each other. People living in this area perceive themselves as distinct from Portland, Oregon, although the majority works in Portland. The towns have strong local governments and identities. The primary service area is situated in the eastern third of the same county as the larger urban core--Portland (referred to as East Multnomah County). This presents challenges as the urban center/county seat consumes the majority of dollars and services and East Multnomah County often feels ignored. The situation is especially pressing as demographics are shifting such that East Multnomah County requires additional services and dollars, but struggles to be heard relative to Portland. The area is working diligently to have a stronger employment base which is critical for schools, public sector services and autonomy within the county. In November 2010, the Portland State University (PSU) Population Research Center reported the Oregon metro area tri-county population at 1,644,535 residents; with Clark County, the four county area was 2,080,926. The population of the five mile primary service area was 116,486 in 2010. Annual growth from 2010 to 2015 is projected to be 1.5%. East Multnomah County is expected to grow at a higher rate than West Multnomah County. In 2009, the median age in Oregon was 37.8 years and 36.9 years in Multnomah County. In 2010 the LMHMC primary service area was 78.9% non-Hispanic white, 11.9% Hispanic, 1.9% African American, 3.2% Asian, 3.0% bi-racial and 0.7% Native American. It is commonly recognized that communities of color may be undercounted in census numbers. As home and rental costs in the City of Portland have increased significantly in the past decade, communities of color have sought housing in the surrounding communities. The range of languages spoken at home is significant within segmented areas of East Multnomah County. More than 45 languages are spoken in the East County public schools. The African American/Black population continues to be most concentrated in the historical neighborhoods of North/Northeast Portland, but increased housing prices in those areas have resulted in this population shifting toward East Multnomah County. Hispanics are moving into the LMHMC service area at a higher rate than any other group (more than doubling in numbers in the past 15 years). Additionally, they have a higher birth rate than other communities of color. The Hispanic population accounts for about one-fifth of the births in Oregon, while they make up just one-tenth of the population. Between 1995 and 2004 babies born to Hispanic mothers increased 67 percent. It is projected that communities of color will make up the majority of the Oregon population by 2040, and that 25 percent of the population will be Hispanic. A number of the elementary schools in East County are 50 percent Hispanic.The Slavic community, in addition to the Hispanic community, has settled in the area. While still a small population relative to the entire metro area, specific geographic areas are experiencing significant growth in the Slavic population, particularly in the southern East Multnomah County. Slavs are counted in the non-Hispanic white population, but they have distinct cultural identity. Their socioeconomic indicators are generally lower than the other non-Hispanic white population.The immigrant and refugee population is growing significantly in the region. Recent immigrants and refugees are more likely to be culturally and linguistically isolated. Speaking a language other than English at home has increased significantly, particularly in East County and specific neighborhoods such as Rockwood which is located on the edge of west Gresham. Spanish is the most common language spoken followed by Slavic languages.Catholic Healthcare West and Thomson Reuters developed the Community Needs Index (CNI), a tool that produces a composite picture of needs using a variety of demographic and socio economic indicators. The CNI is increasingly being used as the national standard in identifying communities with health disparities and comparing relative need. A higher score indicated a greater need. The location of one of the top four self-pay zip codes for all Legacy hospitals is in the LMHMC service area.The LMHMC is the sole hospital in the primary service area. Three other health systems have a strong clinic presence.With the long-standing income disparities and increase in diversity in the LMHMC area, safety net services have expanded and emerged. Multnomah County Health Department operates FQHCs in inner Gresham and Rockwood, a neighborhood on the western edge of Gresham (the site of one of the highest Community Needs Index scores in the entire metro area). One-fourth of the census tracts in Rockwood have "Medically Underserved Population" designation with an uninsured population of 30%. Two safety net clinics serve the area. One is a physician staffed nonprofit in Gresham. The other in Rockwood is Wallace Medical Concern a volunteer staffed clinic which receives Legacy's financial support, donated laboratory services and board representation. Wallace recently moved into a permanent expanded space and is seeking FQHC look-alike status and projects serving 5900 patients annually within the second year of the move. Legacy Medical Group Clinic in Sandy is 13 miles from the hospital and is a designated Rural Health Center.A local non-profit, Project Access NOW, links uninsured low income individuals to no-cost healthcare services. All of the health systems in the metro area are very involved with this program. Legacy Health provides cash donations, free administrative office space for Project Access NOW as well as clinical services. In FY 14, LMHMC provided $7.4 million in charity care and $15.5 million in total unpaid costs of care for those in need. LMHMC has historically been among the highest charity care provider as percent of charges among all metro area hospitals. |
| Part VI - Explanation Of How Organization Furthers Its Exempt Purpose | Non-cash donations of resources include clinical and non-clinical services and items such as screenings and support services, internships, information and referral services and health fairs. Legacy's warehouse is located on Legacy Good Samaritan's campus and is open 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.Clinical staff at Legacy hospitals are involved with local communities through many child safety programs. In 1986, nurses in Emanuel Hospital's Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program. Taught by trauma and emergency medical professionals, the program reaches 56,000 people each year. The American Hospital Association awarded the TNTT program its NOVA Award. In addition, Legacy staff members conduct free education sessions to show parents how to properly install car seats. Last year, Legacy staff fit and sold more than 11,000 bicycle and snow helmets for children at a nominal or no fee based on need. Legacy staff members also provide new parents with training to reduce the incidences of shaken baby syndrome and our in-house Safety Store sells child protection devices for the home at a nominal charge. |
| Part VI - Affilated Health Care System Roles and Promotion | LMHMC is a subsidiary of Legacy Health (Legacy). Legacy is an integrated health system based in Portland, Oregon and primarily operates five acute care hospitals and related services (e.g., physician practices, hospice, preferred provider network) in the four county metro area of Portland and SW Washington. The Legacy Board is comprised of community and business leaders as well as representatives of the medical staff. The LMHMC medical staff is open, with physicians submitting credentialing information reviewed according to LMHMC policies and standards. In 1998, the Legacy Board approved a $10 million 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 more than 50 grants since 1998 totaling more than $7.1 million. In 2010, Legacy established the Health Literacy Initiative. The ability of patients to both understand and act upon the medical information provided to them is critical to their health outcomes. Patients must use information to navigate the health system (complete insurance and government forms, sign consents, schedule appointments), manage diseases and acquire preventive screenings. Providers (defined as all staff interacting with or developing materials used by patients) are responsible for ensuring that patients can act on the information provided. Funded by the Community Health Fund in 2012, Legacy hosted the first Oregon and SW Washington Health Literacy Conference. 360 people from 69 organizations attended. In 2014, the Health Literacy Conference once again had more than 500 health professionals attend and ensuring this conference as an annual event. Legacy is now the recognized leader in moving health literacy forward both in the health delivery system and broader community.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 in 1999. Annually, 13-15 African American, Hispanic and Native American youth receive paid summer employment in departments where they work with health professionals and earn college scholarships between $2,500 and $5,000 annually. Students must remain in school and pursued health careers in order to continue in the program. Some students remain in the program as long as seven years and graduated with degrees in a variety of healthcare fields. The vast majority of the students are the first in the families to go to college. In addition to the Community Health Fund, Legacy provided cash donations to local health and human service, education, economic development and civic organizations. Donations focus on organizations with year-round relationships through programs and board representation. A few examples include The Wallace Medical Concern, SnowCap and the local schools. |
| Part VI - States Where Community Benefit Report Filed | OR |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRYCE HELGERSON | ||||||||||||||
| FORMER CAO | $298,947 | $74,452 | $22,148 | $47,523 | $13,176 | $456,246 | $22,519 | |||||||
| CAROL A BRADLEY | ||||||||||||||
| SR VP | $335,629 | $84,414 | $53,084 | $41,060 | $34,854 | $549,041 | $23,263 | |||||||
| DAVID E EAGER | ||||||||||||||
| CFO & TREASURER | $357,237 | $162,278 | $36,017 | $35,930 | $21,096 | $612,558 | ||||||||
| EVERETT NEWCOMB III | ||||||||||||||
| SR VP | $586,617 | $171,342 | $15,225 | $141,919 | $34,436 | $949,539 | ||||||||
| GEORGE J BROWN MD | ||||||||||||||
| President & CEO | $960,288 | $340,000 | $121,794 | $178,969 | $52,509 | $1,653,560 | $91,675 | |||||||
| GRETCHEN M NICHOLS | ||||||||||||||
| CAO | $273,972 | $59,697 | $14,791 | $88,726 | $25,163 | $462,349 | $19,493 | |||||||
| JOHN J KENAGY | ||||||||||||||
| SR VP | $360,006 | $96,982 | $8,314 | $21,016 | $35,746 | $522,064 | ||||||||
| LEWIS L LOW | ||||||||||||||
| SR VP | $389,224 | $86,104 | $47,195 | $53,987 | $28,799 | $605,309 | $13,263 | |||||||
| MARCIA S SODERLING | ||||||||||||||
| NURSE EXECUTIVE | $177,282 | $20,886 | $2,648 | $11,065 | $11,523 | $223,404 | ||||||||
| MAUREEN A BRADLEY | ||||||||||||||
| SR VP | $236,867 | $63,611 | $18,870 | $20,502 | $18,883 | $358,733 | ||||||||
| MAURI TRAYLOR | ||||||||||||||
| NURSE ANES | $181,303 | $500 | -$1,372 | $16,362 | $9,624 | $206,417 | ||||||||
| P CAMPBELL GRONER III | ||||||||||||||
| SR VP & SEC | $268,272 | $76,447 | $38,711 | $93,579 | $31,093 | $508,102 | $29,839 | |||||||
| PAMELA VUKOVICH | ||||||||||||||
| FORMER SR. VP TREAS | $373,672 | $373,672 | $373,672 | |||||||||||
| ROBERT E DEWITT | ||||||||||||||
| SR VP & SEC | $195,144 | $11,952 | -$217 | $4,618 | $11,238 | $222,735 | ||||||||
| ROBERT R ROWBOTHAM | ||||||||||||||
| PHYSICIST | $177,652 | $500 | -$3,104 | $16,034 | $24,498 | $215,580 | ||||||||
| SONJA O STEVES | ||||||||||||||
| SR VP | $314,875 | $79,503 | $22,543 | $87,875 | $21,136 | $525,932 | $22,058 | |||||||
| THIEN NGUYEN | ||||||||||||||
| PHARMACIST | $152,870 | $500 | $8,682 | $15,080 | $28,081 | $205,213 | ||||||||
| TODD NELSON | ||||||||||||||
| NURSE ANESTHETIST | $164,823 | $500 | -$3,611 | $12,082 | $24,842 | $198,636 | ||||||||
| TRENT S GREEN | ||||||||||||||
| SR VP | $346,828 | $84,148 | $20,708 | $37,816 | $33,075 | $522,575 | $24,483 | |||||||
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 are not compensated, but 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.Compensation received by Dr. Newberry during 2013 related to his duties for the Medical Staff at Legacy Meridian Park Hospital. Dr. Root received compensation relating to her duties as President of the Legacy Emanuel Medical Staff & compensation for medical services provided to Legacy Emanuel Hospital. Dr. Thoming received compensation during 2013 relating to his duties as President-Elect of the Legacy Salmon Creek Medical Staff.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 an Executive Long Term Incentive Plan effective April 1, 2011 for 3 years ending on March 31, 2014. The initial participants include the CEO, CFO and COO. 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 improving the quality of care by preventing serious adverse events by ensuring a culture of safety for employee; growth and strategy by achieving meaningful use and optimal care outcomes; and financial management with improved bond rating and increased philanthropic support for programs. Targets for operating margins are required over the three year period and all goals are measured at March 31, 2014. Payout is after approval from the Legacy Health Compensation committee and the Legacy Health Board. Although the Plan is not funded and is subject to substantial risk of forfeiture, Part II, Schedule J, column C reporting is required as deferred compensation for FY2014. Included in the CEO and COOs deferred compensation amount for the Plan is $122,136, and $68,667 respectively. The CFO left Legacy in 2013 and is not eligible to receive any payout. 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Legacy Health is the sole member of Legacy Mount Hood Medical Center. |
| 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 returns for Legacy and Legacy Emanuel Hospital & Health Center with Management prior to filing. Any key differences in disclosure for other affiliated entities, including Legacy Mount Hood Medical Center were discussed with the Board Audit Committee. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees are required to disclose any conflict of interest per the Standard of Conduct policy. Certain groups have annual formal disclosure requirements, Executives and non-employees in leadership positions complete the Conflict Disclosure Statement from the Standards of Conduct policy annually. Officers, Directors, Trustees, Key and Highly Compensated employees are also required to complete a questionnaire covering business relationships, business transactions with interested parties, loans and grants. Conflict Disclosure Statements and questionnaires are returned to Legacy Corporate Compliance or Tax Departments for review of the disclosure. If a conflict is disclosed, or identified through any other means, Legacy Corporate Compliance ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g., Compliance Committee, Audit Committee of the Board). |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The following describes the compensation practices of Legacy and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. Legacy's audited consolidated financial statements include consolidating schedules which highlights LMHMC's financial results.When changes are made to the LMHMC Articles or Bylaws, LMHMC discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | ADDITIONAL MINIMUM PENSION LIABILITY = $3690116 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | MHN INCOME = -$164345 |
| Form 990, Part IV, question 12 | Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting LMHMC's financial results. |
| Form 990, Part VI, question 2 | Legacy Health System CPC, LLC (CPC) is a common pay agent for Legacy and its affiliates. The CPC files all required federal employment tax returns for Legacy and its affiliates. The number of employees reported on Form W-3 for LMHMC is 753. |
| Form 990, Part X | LMHMC participates in the Legacy investment 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. |
| Form 990, Schedule J | Schedule J Reporting of Officers and Senior Management on Legacy Affilate Returns. The Legacy Officers, Senior Vice Presidents and other key employees may have responsibilities for the operations of the entire health system, including the affiliated entities. Their compensation is paid from and reported on the Legacy return(EIN 23-7426300). The compensation is reported again for informational purposes on related affiliated entity returns including, Legacy Emanuel Hospital & Health Center, Legacy Good Samaritan Hospital and Medical Center, Legacy Meridian Park Hospital, Legacy Mount Hood Medical Center, Legacy Salmon Creek Hospital, Legacy Visiting Nurse Association, and Legacy Adventist Venture. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY HEALTH | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 237426300 | HEALTHCARE | OR | 501(C)(3) | 11b | N/A | false |
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | ||||||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | ||||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY MERIDIAN PARK HOSPITAL | ||||||||||
| 19300 SW 65TH AVE | TUALATIN | OR | 97062 | 930618975 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY SALMON CREEK HOSPITAL | ||||||||||
| 2211 NE 139TH ST | VANCOUVER | WA | 98686 | 331065485 | HOSPITAL | WA | 501(C)(3) | 3 | N/A | false |
| LEGACY VISITING NURSE ASSOCIATION | ||||||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | HOSPICE | OR | 501(C)(3) | 9 | N/A | false |
| MT HOOD MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930794951 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A | Yes (true) |
| EMANUEL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 936095667 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| THE CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| GOOD SAMARITAN FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A | false |
| MERIDIAN PARK MEDICAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930773410 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A | false |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 830433165 | CHARITABLE FOUNDATION | WA | 501(C)(3) | 7 | N/A | false |
| LEGACY ADVENTIST VENTURE | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931121816 | HEALTHCARE | OR | 501(C)(3) | 9 | N/A | false |
| LEGACY HEALTH FOUNDATION | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 465562403 | CHARITABLE FOUNDATION | OR | 501(C)(3) | Pending | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGED HEALTHCARE NORTHWEST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY ST | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930914759 | EIN |
| Primary Activities | MEDICAL | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY MT HOOD MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$359,051 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $417,785 | ShareOfEOYAssetsAmt |
| Ownership | 0.75000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MT HOOD MEDICAL CENTER FOUNDATION | ||
| c | $286,926 | Cash |
| MT HOOD MEDICAL CENTER FOUNDATION | ||
| m | $128,026 | Actual Cost |