GOOD SAMARITAN FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GOOD SAMARITAN FOUNDATION (EIN 23-7017276)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-18
- IRS object ID
- 201430499349301788
- Schema version
- 2012v2.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-18T14:48:24-08:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237017276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD SAMARITAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 5034155600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4484 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | K RENA WHITTAKER | Name |
| Title | Executive Director | Title |
| Date Signed | 2014-02-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | K RENA WHITTAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 10483987 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEGACYHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3114911 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2867591 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1896808 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7611101 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 880 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5065 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5012599 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10483757 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4726734 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7462989 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expenses Current Year | 0 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4726734 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7462989 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 285865 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3020768 | RevenuesLessExpensesCY |
| Total Assets BOY | 82759483 | TotalAssetsBOY |
| Total Assets EOY | 85779658 | TotalAssetsEOY |
| Total Liabilities BOY | 9683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9090 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 82749800 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 85770568 | NetAssetsOrFundBalancesEOY |
| Mission Description | GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL CENTER. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7462989 | Expense |
| Grants | 7462989 | Grants |
| Revenue | 2867591 | Revenue |
| Description | GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION, AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN MEDICAL CENTER.LEGACY GOOD SAMARITAN MEDICAL CENTER, FOUNDED IN 1875 BY THE EPISCOPAL DIOCESE OF OREGON, STANDS IN THE HEART OF NORTHWEST PORTLAND AS ONE OF THE PACIFIC NORTHWEST'S OLDEST AND MOST ADVANCED MEDICAL CENTERS. LEGACY GOOD SAMARITAN PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES, WITH SPECIAL EMPHASIS ON ITS CENTERS OF EXCELLENCE, INCLUDING:* CANCER SERVICES* CRITICAL CARE* DEVERS EYE INSTITUTE * DIABETES SERVICES* HEART SERVICES* LEGACY HOSPICE SERVICES* LEGACY RESEARCH INSTITUTE* REHABILITATION INSTITUTE OF OREGONIN FISCAL YEAR 2013, PHILANTHROPIC CONTRIBUTIONS SUPPORTED PROGRAMS IN THREE MAJOR AREAS:PATIENT CARE $ 4,442,039EDUCATION & TRAINING $ 709,278RESEARCH $ 2,311,672SOME OF THE SPECIFIC PROJECTS FUNDED IN THIS YEAR WERE AS FOLLOWS:* PURCHASED THREE NEW 3D MAMMOGRAPHY UNITS FOR THE BREAST HEALTH CENTER.* PURCHASED A CARTO 3 EP NAVIGATION SYSTEM TO ENHANCE PATIENT CARE WITH ADVANCED CATHETER LOCATION.* SUPPORTED SCREENINGS AND EXAMINATIONS AT DEVERS EYE INSTITUTE FOR PATIENTS WITHOUT INSURANCE OR OTHER FINANCIAL RESOURCES. * PROVIDED OPERATING SUPPORT FOR LEGACY HOSPICE SERVICES.* PROVIDED PRESCRIPTION ASSISTANCE AND DURABLE MEDICAL EQUIPMENT TO PATIENTS WITHOUT INSURANCE OR OTHER FINANCIAL RESOURCES. * SUPPORTED THE REMODEL OF THE LEGACY GOOD SAMARITAN INPATIENT CANCER CARE UNIT. * SUPPORTED A NEW COLLABORATIVE PROJECT TO STUDY THE DYNAMIC AUTO REGULATION OF THE OPTIC NERVE HEAD. * SUPPORTED THE ESTABLISHMENT OF NEW RESEARCH PROGRAMS IN COCHLEAR IMPLANTATION. * SUPPORTED THE ACCELERATION OF NEW RESEARCH ON THE CONNECTION BETWEEN ADENOSINE AND NEUROLOGICAL DISEASES. * PROVIDED SCHOLARSHIPS FOR NUSRSING STUDENTS ATTENDING THE LINFIELD-GOOD SAMARITAN SCHOOL OF NURSING.* SUPPORTED CONTINUING EDUCATION FOR LEGACY GOOD SAMARITAN MEDICAL CENTER STAFF.* SUPPORTED THE CARE AND MAINTENANCE OF THE STENZEL HEALING GARDEN.* SUPPORTED THE OPERATIONS OF GREEN GABLES GUEST HOUSE. | Description |
| Total Program Service Expense | 7462989 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHY SLININGER | NamePerson |
| Telephone Number | 5034155600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ROBERT W BIRGE | ||||||||
| Secretary | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| ANTHONY J MELARAGNO MD | ||||||||
| EX-OFFICIO | 1.00 | 40.00 | X | 0 | 446032 | 107389 | ||
| ANNE T GREER | ||||||||
| ASST. SECRETARY | 1.00 | 40.00 | X | 0 | 144372 | 32783 | ||
| PATRICIA M GIANELLI | ||||||||
| ASST. TREASURER | 1.00 | 40.00 | X | 0 | 208008 | 49727 | ||
| K RENA WHITTAKER | ||||||||
| EX-OFFICIO | 40.00 | 5.00 | X | X | 0 | 144215 | 27725 | |
| MAUREEN A BRADLEY | ||||||||
| EX-OFFICIO | 1.00 | 40.00 | X | 0 | 293638 | 39299 | ||
| DOUGLAS E STRAND | ||||||||
| Treasurer | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| LEE TAYLOR THOMAS | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| SANDRA J LEWIS | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ANNE C R MUNCH | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BARBARA MAXWELL | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOAN M WARDWELL | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DIANE L POLSCER | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER MONGRAIN | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DAVID MERTENS | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARCY LEHMAN | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JENNIFER E APONTE MD | ||||||||
| VICE CHAIR | 1.00 | 1.00 | X | X | 0 | 9622 | 0 | |
| BRIAN W BATTALIA MD | ||||||||
| Chairman | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| MONICA C WEHBY MD | ||||||||
| FORMER TRUSTEE | 0.00 | 40.00 | 0 | 948677 | 54401 | X | ||
| KEVIN G NORWOOD MD | ||||||||
| FORMER TRUSTEE | 0.00 | 40.00 | 0 | 126936 | 20621 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 2321500 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 331945 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 10785 | FundraisingEvents |
| Related Organizations | 50300 | RelatedOrganizations |
| Government Grants | 2615 | GovernmentGrants |
| All Other Contributions | 2803891 | AllOtherContributions |
| Noncash Contributions | 126874 | NoncashContributions |
| Total Contributions | 2867591 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7611101 | TotalRevenueColumn |
| Exclusion | $7,611,101 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5295 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10785 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 230 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5065 | TotalRevenueColumn |
| Exclusion | $5,065 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10483757 | TotalRevenueColumn |
| Exclusion | $7,616,166 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7462989 | Total |
| Program Services | 7462989 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7462989 | Total |
| Program Services | 7462989 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1569 | BOY |
| EOY | 1663 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953193 | BOY |
| EOY | 922313 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78477998 | BOY |
| EOY | 81741953 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3326723 | BOY |
| EOY | 3113729 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82759483 | BOY |
| EOY | 85779658 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9683 | BOY |
| EOY | 9090 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9683 | BOY |
| EOY | 9090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47668219 | BOY |
| EOY | 50338277 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23757308 | BOY |
| EOY | 23904914 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11324273 | BOY |
| EOY | 11527377 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82749800 | BOY |
| EOY | 85770568 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82759483 | BOY |
| EOY | 85779658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3020768 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| LEGACY VISITING NURSE ASSOCIATION | |||||
| 930848530 | 9 | true | true | true | $350,629 |
| LEGACY GOOD SAMARITAN HOS & MED CTR | |||||
| 930386793 | 3 | true | true | true | $4,421,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 4772619 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35081583 | BeginningOfYearBalance |
| Contributions | 1129648 | Contributions |
| Investment Earnings Or Losses | 2557569 | InvestmentEarningsOrLosses |
| Other Expenditures | 3336506 | OtherExpenditures |
| End Of Year Balance | 35432294 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35272458 | BeginningOfYearBalance |
| Contributions | 1567294 | Contributions |
| Investment Earnings Or Losses | 627433 | InvestmentEarningsOrLosses |
| Other Expenditures | 2385600 | OtherExpenditures |
| End Of Year Balance | 35081585 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33005250 | BeginningOfYearBalance |
| Contributions | 623897 | Contributions |
| Investment Earnings Or Losses | 3237074 | InvestmentEarningsOrLosses |
| Other Expenditures | 1593763 | OtherExpenditures |
| End Of Year Balance | 35272458 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26682647 | BeginningOfYearBalance |
| Contributions | 1648302 | Contributions |
| Investment Earnings Or Losses | 6436823 | InvestmentEarningsOrLosses |
| Other Expenditures | 1762522 | OtherExpenditures |
| End Of Year Balance | 33005250 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1483331 | BeginningOfYearBalance |
| Contributions | -2409556 | Contributions |
| Grants Or Scholarships | 2153871 | GrantsOrScholarships |
| Administrative Expenses | 26682647 | AdministrativeExpenses |
| End Of Year Balance | 26682647 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67470 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.32530 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Securities | 81741953 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Rounding | $1 |
| CHARITABLE REMAINDER UNITRUSTS | $9,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9090 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 11339703 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 855946 | OtherRevenues |
| Revenue Not Rptd F990 | 855946 | RevenueNotRptdF990 |
| Revenue Subtotal | 10483757 | RevenueSubtotal |
| Total Revenue Per Form990 | 10483757 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8318935 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 855946 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 855946 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7462989 | ExpensesSubtotal |
| Total Expenses Per Form990 | 7462989 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | MGMT, GENERAL & FUNDRAISING EXPENSES $855946 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | MGMT, GENERAL & FUNDRAISING EXPENSES $855946 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are used to improve the healthcare of the community as designated by the donors.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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2013 KIDNEY TRANSPLANT LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 12680 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 8880 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3800 | GrossRevenueEvent1 |
| Gross Receipts Total | 12680 | GrossReceiptsTotal |
| Charitable Contributions Total | 8880 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3800 | GrossRevenueTotalEvents |
| Net Income Summary | 3800 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|---|
| LEGACY VISITING NURSE ASSOCIATION | |||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | 501(c)(3) | 350629 | 0 |
| LEGACY HEALTH | |||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 237426300 | 501(c)(3) | 265504 | 0 |
| LEGACY GOOD SAMARITAN HOSPITAL & MED CTR | |||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | 501(c)(3) | 4421990 | 0 |
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | |||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | 501(c)(3) | 2424866 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | THE FOUNDATION ONLY AWARDS GRANTS AND/OR SCHOLARSHIPS AFTER A THOROUGH REVIEW AND DISCUSSION OF THE EXPENDITURES.GRANT PROPOSALS ARE SUBMITTED DURING THE ANNUAL GRANT APPLICATION PROCESS. ALL GRANT PROPOSALS ARE INITIALLY REVIEWED BY LEGACY HEALTH'S EXECUTIVE COUNCIL TO DETERMINE THEIR APPLICABILITY TO LEGACY'S GOALS AND STRATEGIC PLAN. GRANT PROPOSALS ARE THEN REVIEWED BY THE FOUNDATION'S OWN GRANT COMMITTEE. ONCE A GRANT IS APPROVED BY THE FOUNDATION, MONIES ARE NOT TRANSFERRED UNTIL PROOF OF THE EXPENDITURE IS PROVIDED TO THE GRANT STEWARDSHIP ARM OF THE FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|
| PATRICIA M GIANELLI | ||||||
| ASST. TREASURER | 195971 | 17030 | -4993 | 24495 | 25232 | 257735 |
| MONICA C WEHBY MD | ||||||
| FORMER TRUSTEE | 735583 | 158475 | 54619 | 33577 | 20824 | 1003078 |
| MAUREEN A BRADLEY | ||||||
| EX-OFFICIO | 235001 | 53468 | 5169 | 19568 | 19731 | 332937 |
| KEVIN G NORWOOD MD | ||||||
| FORMER TRUSTEE | 109843 | 875 | 16218 | 5158 | 15463 | 147557 |
| K RENA WHITTAKER | ||||||
| EX-OFFICIO | 137926 | 8973 | -2684 | 3552 | 24173 | 171940 |
| ANTHONY J MELARAGNO MD | ||||||
| EX-OFFICIO | 363477 | 70345 | 12210 | 77238 | 30151 | 553421 |
| ANNE T GREER | ||||||
| ASST. SECRETARY | 136636 | 11033 | -3297 | 14136 | 18647 | 177155 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part III, Additional Information | Part III, Additional Information | SCHEDULE J REPORTING OF TRUSTEE AND OFFICERS ON LEGACY AFFILIATE RETURNS. The Foundation Ex-Officio Trustees and Officers who are also Legacy employees have their compensation paid from Legacy Health, Legacy Emanuel Hospital & Health Center or Legacy Good Samaritan Hospital. The compensation is reported for informational purposes on the Foundation return. Dr. Aponte received a stipend as Department Chair of Medicine at Legacy Good Samaritan Hospital. |
| Sch J, Part I, Line 6b | 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. |
| Sch J, Part I, Line 5b | Part I, Line 5b: Explanation of organization compensation based on revenues of related organization | Physicians employed by Legacy related entities are paid a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 126644 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | IF THE FOUNDATION RECEIVES A VEHICLE DONATION, VOLUNTEERS OF AMERICA PROCESSES THE DONATION FOR THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Schedule D | Legacy Health (Legacy), EIN 23-7426300, the parent organization for all Legacy Affiliates, pays for all management, general and fundraising expenses of its affiliated foundations. This includes salaries, payments to external contractors, supplies, office equipment, and other administrative expenses. The expenses paid by Legacy are donated to the Foundations as institutional support. This institutional support is included as both revenue and expense on the Foundation's internal financial statements but is not included for Form 990 reporting purposes. Because of this arrangement, there are no management and fundraising expenses, number of employees, employee compensation, or payment to independent contractors reflected on the Foundation's return. The only expenditures, other than grants, are certain special event expenses which are not donated by Legacy but are paid directly by the Foundation and reported on Form 990, part VIII, line 8B. The amount donated by Legacy to Good Samaritian Foundation for the year ended 3/31/13 to cover management, general and fundraising expenses was $855,946. | |
| Form 990, Part X | Good Samaritan Foundation (GSF) 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, 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 the Legacy Foundations's financial results.When changes are made to the GSF Articles or Bylaws, GSF 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. | Form 990, Part VI, Line 19 |
| 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 15b |
| 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 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Foundation Board received a copy of the 990 return prior to filing. The Board receives a memorandum with the return highlighting key areas. The return is prepared with the assistance of the Legacy Health Foundation Accountants and the Foundation Staff. Review of the conflict of interest, compensation or other disclosures is reviewed by the Legacy Health Audit and Compensation committees. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | The LGSHMC Board of Directors has discretion to review any proposed transactions of the Foundation which the Board deems to involve significant questions of policy or which would have a substantial impact, financial or otherwise, upon the Foundation or LGSHMC.LGSHMC can approve or disapprove any such transaction. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The LGSHMC Board of Directors approves trustees appointed to the Foundation Board. | Form 990, Part VI, Line 7a |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Legacy Good Samaritan Hospital & Medical Center(LGSHMC) is the sole member of Good Samaritan Foundation. | Form 990, Part VI, Line 6 |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The Good Samaritan Foundation amended and restated its bylaws to reflect a structure and governance policies consistent with those of Legacy Health and to have better community representation on its board. | Form 990, Part VI, Line 4 |
| 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 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY ADVENTIST VENTURE | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931121816 | HEALTHCARE | OR | 501(C)(3) | 9 | N/A | false |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 830433165 | CHARITABLE FOUNDATION | WA | 501(C)(3) | 7 | N/A | false |
| MT HOOD MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930794951 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 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 |
| THE CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| EMANUEL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930695667 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| LEGACY VISITING NURSE ASSOCIATION | ||||||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | HOSPICE | OR | 501(C)(3) | 9 | 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 MOUNT HOOD MEDICAL CENTER | ||||||||||
| 24800 SE STARK ST | GRESHAM | OR | 97030 | 930591528 | 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 GOOD SAMARITAN HOSPITAL & MEDICAL | ||||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | 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 HEALTH | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 237426300 | HEALTHCARE | OR | 501(C)(3) | 11b | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |