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LEGACY HEALTH: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LEGACY HEALTH (EIN 23-7426300)
Tax period
2024-04-01 to 2025-03-31
Filed
2026-02-17
IRS object ID
202630489349301018
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-17T13:28:34-08:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237426300EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN COGGINSPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Signature2026-02-17SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE J BROWNPrincipalOfficerNm
Gross Receipts$492,254,850GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEGACYHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionLegacy is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians who provide dedicated health services with care, compassion and excellence.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee17705TotalEmployeeCnt
Total Gross UBI-$82,649TotalGrossUBIAmt
PY Contributions Grants$1,934,631PYContributionsGrantsAmt
CY Contributions Grants$1,841,642CYContributionsGrantsAmt
PY Program Service Revenue$383,959,490PYProgramServiceRevenueAmt
CY Program Service Revenue$128,570,835CYProgramServiceRevenueAmt
PY Investment Income$121,175,008PYInvestmentIncomeAmt
CY Investment Income$293,417,029CYInvestmentIncomeAmt
PY Other Revenue-$447,974PYOtherRevenueAmt
CY Other Revenue-$644,011CYOtherRevenueAmt
PY Total Revenue$506,621,155PYTotalRevenueAmt
CY Total Revenue$423,185,495CYTotalRevenueAmt
PY Grants And Similar Paid$2,651,445PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,277,378CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$196,585,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,146,154CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$144,827,320PYOtherExpensesAmt
CY Other Expenses$201,335,358CYOtherExpensesAmt
PY Total Expenses$344,064,741PYTotalExpensesAmt
CY Total Expenses$409,758,890CYTotalExpensesAmt
PY Revenues Less Expenses$162,556,414PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,426,605CYRevenuesLessExpensesAmt
Total Assets BOY$2,102,803,051TotalAssetsBOYAmt
Total Assets EOY$2,048,100,894TotalAssetsEOYAmt
Total Liabilities BOY$1,501,918,585TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,421,510,163TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$600,884,466NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$626,590,731NetAssetsOrFundBalancesEOYAmt
MissionLegacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include six hospitals, inpatient and home hospice programs,MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$406,208,363ExpenseAmt
Grant$2,282,553GrantAmt
Revenue$128,570,835RevenueAmt
DescLegacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH), Silverton Health (SH) and Legacy Visiting Nurse Association (LVNA). While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area. Legacy, collectively provided over $62 million, $261 million, $319 million, and $18 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2025. In addition, Legacy provided over $39 million in other community benefit activities during fiscal year 2025.In support of its mission, Legacy provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care are determined based on eligibility for insurance coverage, household income, catastrophic medical events, or other information supporting a patients inability to pay for services provided. Specifically, Legacy provides an uninsured discount of 35% to self-pay patients with no coverage. A 75% discount is available to patients whose household income is between 301% and 400% of the federal poverty level. For patients whose household income is at or below 300% of the federal poverty level, a full subsidy is available. In certain situations, charity care is awarded to individuals without any patient action required. In addition to the household income criteria, other catastrophic or economic circumstances are considered in determining eligibility for charity care. During 2025, Legacy provided charity care on 92,018 patient accounts, representing 9,367 inpatient accounts, and 82,651 outpatient accounts. In 2025, 8% of the patients receiving charity care received a full subsidy representing roughly 20% of the total charity provided. The top five services provided to patients qualifying for charity care were emergency/trauma, surgery, cardiovascular, pediatrics, and general acute care.In addition to charity care, Legacy provides services under various states' Medicaid programs for low-income patients, to Medicare beneficiaries, and to beneficiaries under other government programs(such as Tricare). The cost of providing services to these beneficiaries generally exceeds the reimbursement from these programs.Legacy also employs financial counselors and social workers, who assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, and public assistance programs such as Medicaid. This program assists many patients in obtaining coverage through a third party, reducing the patients' financial responsibility.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescAs the health needs of communities surrounding our hospitals are frequently changing, Legacy continues to identify investments for underserved populations. One key collaboration addressing access to care is with Project Access NOW (PANOW). PANOW delivers innovative, integrated support for patients and healthcare providers across the tri-county region. Its Payment Support program assists low-income, uninsured and underinsured individuals by covering monthly insurance premiums, reducing out-of-pocket costs, and offering education on how to effectively use their insurance coverage. Legacy supports The Contingent - Emerging Leaders Internship Program. Through this program college students and recent graduates from ethnically diverse communities are matched with top companies throughout the Portland Metropolitan area for a 10-week paid summer internship. Program goals aim to provide this demographic with a comprehensive pathway to economic and personal success with structured programming that engages students throughout their professional journey. Students are paid between $18-19 per hour and may work up to 400 hours over the summer. Legacy encourages and supports employee volunteerism. Legacy donates $100 to nonprofit health, human service or education organizations in honor of employees who volunteer on personal time 50 hours a year. Employees may receive paid time when volunteering in one or two week time periods in local nonprofit organizations through Legacy's community service leave program.Non-cash donations of clinical and non-clinical services and items,such as screenings, support services, internships, information and referral services, and health fairs, are also provided to the community. In addition, free office space and other infrastructure services are made available to local non-profit organizations for a variety of uses.In FY25 Legacy Health contributed system-wide over $700M in community benefit across all reportable categories, including financial assistance. Of the $700M total community benefit, $1.9M was allocated through strategic investments and grant making to community-based organizations to address access to culturally and linguistically responsive health care, essential community services and resources, and a neighborhood for all.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$406,208,363TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document811IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee17705EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryOCForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCAROLYN COGGINSPersonNm
Phone5034155600PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATHRYN CORREIA
President & CEO40.000.00Yes (X)Yes (X)$2,705,141$0$79,606
GEORGE J BROWN MD
President & CEO40.000.00Yes (X)Yes (X)$1,651,162$0$3,556
ANITA IYENGER
SR VP40.000.00$1,169,083$0$120,472
JONATHAN AVERY
SR VP40.000.00$1,150,440$0$128,988
MELINDA MULLER MD
SR VP40.000.00$907,933$0$96,202
NATHALIE G JOHNSON MD
BOARD DIRECTOR3.0040.00Yes (X)$0$899,753$35,423
JOHN J KENAGY
SR VP40.000.00$795,521$0$92,243
CRAIG R ARMSTRONG
Secretary40.000.00Yes (X)Yes (X)$816,213$0$51,743
ANNA LOOMIS
CFO & TREASURER40.000.00Yes (X)Yes (X)$782,656$0$28,749
LISA GOREN
SR VP40.000.00$665,547$0$91,904
KECIA KELLY
SR VP40.000.00$658,381$0$77,037
MAUREEN A BRADLEY
SR VP40.000.00$617,551$0$75,167
JOSEPH FRANKHOUSE MD
BOARD DIRECTOR3.0040.00Yes (X)$0$608,435$77,614
AMY CHAUMETON MD
ASSOCIATE CMO40.000.00$596,021$0$48,757
SONJA O STEVES
FORMER SR. VP0.000.00$567,286$0$47,505
MERRIN PERMUT
VP40.000.00$529,133$0$72,347
JENNIFER LETOURNEAU
VP40.000.00$476,419$0$86,280
NIKOLAUS KASHEY MD
VP40.000.00$465,388$0$80,867
GINGER SHARP
VP40.000.00$443,466$0$43,868
KERRIN E GILLESPIE
CFO40.000.00Yes (X)Yes (X)$486,474$0$0
KELLEY AURAND
VP40.000.00$406,508$0$66,229
SARAH JENSEN
VP40.000.00$370,025$0$75,608
LUDA KAMINSKA
RN40.000.00$415,541$0$23,148
KAITLIN WALKER
VP40.000.00$403,951$0$33,411
SETH PODOLSKY MD
FORMER SR. VP0.000.00$341,550$0$6,445
BRYCE HELGERSON
FORMER SR. VP0.000.00$336,721$0$0
TRENT GREEN
FORMER SR. VP0.000.00$314,730$0$3,679
LESLIE ROOT MD
BOARD DIRECTOR3.0040.00Yes (X)$0$52,079$1
NANCY HORTON
BOARD DIRECTOR3.000.00Yes (X)$25,000$0$0
NANCY R LOCKE
BOARD DIRECTOR3.000.00Yes (X)$25,000$0$0
JONATHAN G HILL
FORMER DIRECTOR0.000.00$0$12,638$11,190
CHARLES WILHOITE
Chairman4.000.00Yes (X)Yes (X)$22,500$0$0
DAVID RAMUS
VICE CHAIR4.000.00Yes (X)Yes (X)$17,500$0$0
PATRICK REITEN
BOARD DIRECTOR3.000.00Yes (X)$15,000$0$0
JERRY D PETTY
BOARD DIRECTOR3.000.00Yes (X)$15,000$0$0
SAMIR DESAI MD
BOARD DIRECTOR3.000.00Yes (X)$15,000$0$0
GAYLE GOSCHIE
BOARD DIRECTOR3.000.00Yes (X)$12,500$0$0
LYNN T GUST
BOARD DIRECTOR3.000.00Yes (X)$12,500$0$0
JEFFREY BARBER
BOARD DIRECTOR3.000.00Yes (X)$7,500$0$0
EDGAR NAVAS
BOARD DIRECTOR3.000.00Yes (X)$7,500$0$0
LISA WYNN FREEDMAN
BOARD DIRECTOR3.000.00Yes (X)$7,500$0$0
JACK A FRIEDMAN
BOARD DIRECTOR3.000.00Yes (X)$7,500$0$0
NASREEN ILIAS-KHAN MD
BOARD DIRECTOR3.000.00Yes (X)$7,500$0$0
BISHOP DIANA AKIYAMA
BOARD MEMBER3.000.00Yes (X)$0$0$0
BISHOP LAURIE LARSON CAESAR
BOARD MEMBER3.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,270,341TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,572,905TotReportableCompRltdOrgAmt
Total Other Compensation$1,558,039TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K807IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
REED SMITH LP
2672 PAYSPHERE CIRCLECHICAGOIL60674LEGAL$3,354,917
ROBERT VIRDE CONSTRUCTION INC
541 LONE OAK AVEEUGENEOR97404CONTRACT SERVICES$4,540,877
KH ACQUISTION LLC
PO BOX 845330DALLASTX75284ADVISORY SERVICES$2,952,348
STOEL RIVES LLP
101 S CAPITAL BLVD 1900BOISEID83702LEGAL$2,474,731
STRUCTURED COMMUNICATIONS SYSTEMS INC
9200 SE SUNNYBROOK BLVD 300CLACKAMASOR97015INFORMATION SYSTEMS$2,258,463
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K92CntrctRcvdGreaterThan100KCnt
Related Organizations$1,844,921RelatedOrganizationsAmt
All Other Contributions-$3,279AllOtherContributionsAmt
Total Contributions$1,841,642TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONVENIENCE OF MEMBERS$266,863$266,863
LEGACY CONNECT$3,494,634$3,494,634
MANAGEMENT FEES$312,051,062$312,051,062
PARTNERSHIP INCOME$17,084,944$17,167,593-$82,649
PHYSICIAN NETWORK$3,919,133$3,919,133

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column-$208,245,801TotalRevenueColumnAmt
Related Or Exempt Func Income-$208,245,801RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$128,570,835TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,467,131TotalRevenueColumnAmt
Exclusion$32,467,131ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$22,380,683RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$23,024,694RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$644,011RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$644,011TotalRevenueColumnAmt
Exclusion-$644,011ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$300,000,000SecuritiesAmt
Other$6,994,559OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$43,772,404SecuritiesAmt
Other$2,272,257OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$256,227,596SecuritiesAmt
Other$4,722,302OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$260,949,898TotalRevenueColumnAmt
Exclusion$260,949,898ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$423,185,495TotalRevenueColumnAmt
Related Or Exempt Func Income$128,386,621RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$82,649UnrelatedBusinessRevenueAmt
Exclusion$293,039,881ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,277,378TotalAmt
Program Services$2,277,378ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,658,289TotalAmt
Program Services$15,658,289ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$145,441,968TotalAmt
Program Services$145,441,968ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,357,020TotalAmt
Program Services$11,357,020ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,745,857TotalAmt
Program Services$21,745,857ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,943,020TotalAmt
Program Services$11,943,020ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,546,439TotalAmt
Program Services$11,544,839ProgramServicesAmt
Management And General$1,600ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,339,854TotalAmt
Program Services$1,339,854ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,080,799TotalAmt
Program Services$9,009,775ProgramServicesAmt
Management And General$71,024ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,278,667TotalAmt
Program Services$36,278,667ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$308,426TotalAmt
Program Services$298,826ProgramServicesAmt
Management And General$9,600ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$711,183TotalAmt
Program Services$711,183ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,724,791TotalAmt
Program Services$8,724,791ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,758,938TotalAmt
Program Services$7,758,731ProgramServicesAmt
Management And General$207ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,788,492TotalAmt
Program Services$6,788,492ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER EXPENSES$56,787,948$53,353,373$3,434,575
CONTRACT SERVICES$48,036,123$48,002,602$33,521
CONSULTING & AUDIT$13,846,702$13,846,702
ADMINISTRATIVE SERVICES FEES$126,996$126,996

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$409,758,890TotalAmt
Program Services$406,208,363ProgramServicesAmt
Management And General$3,550,527ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$99,340,567BOYAmt
EOY$617,918,358EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,490,958BOYAmt
EOY$17,757,115EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$375,000BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,967,670BOYAmt
EOY$3,304,566EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,561,800BOYAmt
EOY$28,601,332EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$519,449,640LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$433,636,385LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$76,419,401BOYAmt
EOY$85,813,255EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,118,663,110BOYAmt
EOY$512,258,016EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$188,256,931BOYAmt
EOY$168,618,994EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,981,058BOYAmt
EOY$1,341,761EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$565,746,556BOYAmt
EOY$612,487,497EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,102,803,051BOYAmt
EOY$2,048,100,894EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$164,042,689BOYAmt
EOY$238,317,965EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$726,429,567BOYAmt
EOY$713,608,154EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$611,446,329BOYAmt
EOY$469,584,044EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,501,918,585BOYAmt
EOY$1,421,510,163EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$600,884,466BOYAmt
EOY$626,590,731EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$600,884,466BOYAmt
EOY$626,590,731EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,102,803,051BOYAmt
EOY$2,048,100,894EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,426,605ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$12,279,660OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations7SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LEGACY EMANUEL HOSP & HEALTH CTR
9303868233Yes (true)$0$0
LEGACY GOOD SAMARITAN HOS & MED CTR
9303867933Yes (true)$0$0
LEGACY MERIDIAN PARK HOSPITAL
9306189753Yes (true)$0$0
LEGACY MTHOOD MEDICAL CENTER
9305915283Yes (true)$0$0
LEGACY SALMON CREEK HOSPITAL
3310654853Yes (true)$0$0
LEGACY VISITING NURSE ASSOCIATION
9308485309Yes (true)$0$0
SILVERTON HEALTH
9302813213Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total7SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Support Schedule: Additional Supplemental InformationLegacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout Legacy's service area.
Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.Legacy Healths Board is identical for all supported organizations except for Silverton Health.In order to accomplish a successful affiliation between Legacy Health and Silverton Health, terms were reached in the affiliation agreement and added to the Articles and by-laws of Silverton Health insuring SHs ability to continue to serve the healthcare needs of Silverton and surrounding communities.While the Legacy Health and Silverton Health boards do not have a majority of overlapping members, the Articles establish the powers reserved by Legacy Health: Final oversight authority through LHs Medical Quality and Credentialing committee of SHs quality and patient safety performance. Consent through the LH Medical staff credentialing Final approval of how capital funds agreed to in the affiliation agreement are spent. To prevent any act or omission of the SH board that would cause a loss in SHs 501(c)(3) status. The sole authority to hire and fire financial advisors,consultants,and legal counsel. The final authority over the SH annual budget. To approve or authorize a sale of SH subject to a super majority vote of the SH Board of Directors. The sole authority for expenditures in excess of budgeted expenses. To cause a change in services offered by Silverton Health subject to a super majority vote of the SH Board. Legacy Health will seek input from the SH board on matters materially impacting Silverton and the surrounding community.All policies of Legacy Health were adopted by Silverton Health insuring consistent application and treatment of employees, patients, visitors and vendors. Legacy Healths System offices provide the same support of services to Silverton Health as LH does with all of our affiliates.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$263,735FilingOrganizationsTotalAmt
Affiliated Group Total$58,956AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$263,735FilingOrganizationsTotalAmt
Affiliated Group Total$58,956AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$409,495,155FilingOrganizationsTotalAmt
Affiliated Group Total$2,769,118,559AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$409,758,890FilingOrganizationsTotalAmt
Affiliated Group Total$2,769,177,515AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$294,139CurrentYearMinus3Amt
Current Year Minus2$335,335CurrentYearMinus2Amt
Current Year Minus1$303,289CurrentYearMinus1Amt
Current Year$322,691CurrentYearAmt
Total$1,255,454TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,863,511BeginningYearBalanceAmt
Contributions$11,126,602ContributionsAmt
Investment Earnings Or Losses$243,432InvestmentEarningsOrLossesAmt
Other Expenditures$7,697,027OtherExpendituresAmt
End Year Balance$23,536,518EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,368,683BeginningYearBalanceAmt
Contributions$4,543,736ContributionsAmt
Investment Earnings Or Losses$550,535InvestmentEarningsOrLossesAmt
Other Expenditures$3,599,443OtherExpendituresAmt
End Year Balance$19,863,511EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,227,731BeginningYearBalanceAmt
Contributions$9,089,704ContributionsAmt
Investment Earnings Or Losses-$248,183InvestmentEarningsOrLossesAmt
Other Expenditures$1,700,570OtherExpendituresAmt
End Year Balance$18,368,682EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,334,310BeginningYearBalanceAmt
Contributions$1,663,884ContributionsAmt
Investment Earnings Or Losses$128,873InvestmentEarningsOrLossesAmt
Other Expenditures$1,899,336OtherExpendituresAmt
End Year Balance$11,227,731EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,859,727BeginningYearBalanceAmt
Contributions$5,047,400ContributionsAmt
Investment Earnings Or Losses$1,068,296InvestmentEarningsOrLossesAmt
Other Expenditures$2,641,113OtherExpendituresAmt
End Year Balance$11,334,310EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.08000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.83000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,745,876OtherCostOrOtherBasisAmt
Book Value$2,745,876BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$173,689,670OtherCostOrOtherBasisAmt
Depreciation$137,687,802DepreciationAmt
Book Value$36,001,868BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,603,284OtherCostOrOtherBasisAmt
Depreciation$2,392,739DepreciationAmt
Book Value$210,545BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$324,672,573OtherCostOrOtherBasisAmt
Depreciation$293,555,844DepreciationAmt
Book Value$31,116,729BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,738,237OtherCostOrOtherBasisAmt
Book Value$15,738,237BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$85,813,255TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$5,184,190BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$168,618,994TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
DEFERRED FINANCING COSTS$26,402,598
I/C AFFILIATE - INVESTMENT POOL$84,814,923
LAND & BUILDING HELD FOR DEVELOPMENT$9,692,323
LEGACY REAL ESTATE ASSETS$600,363
LONG TERM INTERCOMPANY RECEIVABLE$11,474,295
OTHER NONCURRENT$4,031,363
PREPAID PENSION COST$95,579,124
FieldValueIRS element (for citing)
Total Book Value Other Assets$612,487,497TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
EQUIPMENT RENT NC$2,677,093
I/C AFFILIATE - INVESTMENT POOL$218,886,492
NONCURRENT BENEFITS LIABILITY$91,272,554
NONCURRENT WORKERS' COMP LIABILITY$8,665,000
RESERVE FOR PROFESSIONAL LIABILITY COSTS$148,082,903
Rounding$2
FieldValueIRS element (for citing)
Total Liability$469,584,044TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$372,932,000TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$372,932,000RevenueSubtotalAmt
Other Revenues Not Included$50,253,495OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$50,253,495RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$423,185,495TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$359,506,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$359,506,000ExpensesSubtotalAmt
Other Expenses Not Included$50,252,890OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$50,252,890ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$409,758,890TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.Endowment funds disclosed in Part V are used to improve the healthcare of the community as designated by the donors. Legacy Health Foundation (LHF) maintains all charitable gifts including endowment funds for the benefit of Legacy and it's programs. Income from permanently restricted net assets is accounted for in accordance with the donors' instructions.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator.
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SFOUNDATION CONTRIBUTION $99047 FOUNDATION SALARY EXPENSE $2934516 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $42497631 GAIN/LOSS OF SALE OF ASSETS $4722301
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SFOUNDATION CONTRIBUTION $99047 FOUNDATION SALARY EXPENSE $2934516 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $47219327

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCARIBBEANRegionTxt
Offices0OfficesCnt
Employee1EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICETypeOfActivitiesConductedTxt
Specific Services ProvidedINSURANCESpecificServicesProvidedTxt
Region Total Expenditures$94,017RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Employees1SubtotalEmployeesCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$94,017SubtotalSpentAmt
Total Spent$94,017TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALBERTINA KERR CENTERS
424 NE 22ND AVEPORTLANDOR97232931297104501(c)(3)$51,772$0EMPLOYMENT SERVICES PROGRAM
ASIAN HEALTH & SERVICE CENTER
9035 SE FOSTER RDPORTLANDOR97266931192100501(c)(3)$50,000$0EMPOWER ASIAN COMM PROJECT
BIENESTAR INC
PO BOX 665HILLSBOROOR97123930860753501(c)(3)$10,000$0ERG PROGRAM DONATION
BOYS & GIRLS CLUBS OF SW WA
1111 MAIN ST 605VANCOUVERWA98660911978646501(c)(3)$49,698$0HEALTHY LIFESTYLES PROG FOR YOUTH
CASCADIA BEHAVIORAL HEALTHCAR
PO BOX 9275PORTLANDOR97207930770054501(c)(3)$48,910$0PEER WORKFORCE INITIATIVE
CATHOLIC COMMUNITY SERVICES
PO BOX 20400KEIZEROR97307930903773501(c)(3)$50,000$0GRANT TO ADDRESS SOCIAL NEEDS
COUNCIL FOR THE HOMELESS
2500 MAIN STVANCOUVERWA98660912001828501(c)(3)$50,000$0COMMUNITY HEALTH GRANT
DONATE LIFE NORTHWEST
PO BOX 532PORTLANDOR97207930867552501(c)(3)$5,626$02025 STARLIGHT GALA
EL PROGRAMA HISPANO CATOLICO
333 SE 223RD AVE 100GRESHAMOR97030472845537501(c)(3)$50,000$0COMM HEALTH GRANT - AGING PROGRAM
FAMILIAS EN ACCION
2710 NE 14TH AVEPORTLANDOR97212931284335501(c)(3)$51,875$0WORKFORCE DEVELOPMENT PROGRAM
FEEDEM FREEDOM
4450 NE 131ST PLPORTLANDOR97230862141093501(c)(3)$50,000$0WINGI FREE FOOD MARKET
FOURTH PLAIN FORWARD
2516 E FOURTH PLAIN BLVDVANCOUVERWA98661822923189501(c)(3)$50,000$0BIPOC DOULA PROGRAM PILOT
FREE CLINIC OF SW WASHINGTON
4100 PLOMONDON STVANCOUVERWA98661911707542501(c)(3)$53,750$0PROJECT ACCESS PROGRAM
GIRLS INC OF NW OREGON
4800 SW MACADAM AVE 309PORTLANDOR97239542073930501(c)(3)$57,500$0GIRLS GROUPS & EUREKA PROGRAMS
HACIENDA COMMUNITY DEVELOPMEN
6700 NE KILLINGSWORTH STPORTLANDOR97218930979064501(c)(3)$51,875$0CULLY COMM PROGRAMMING
KINDNESS FARM
16072 SE TENINO STPORTLANDOR97236853884528501(c)(3)$30,000$0FOOD INSECURITY
LATINO NETWORK
240 N Broadway Suite 214PORTLANDOR97227731675402501(c)(3)$53,750$0COMMUNITY HEALTH RESPONSE PROGRAM
LIBERTY HOUSE
385 TAYLOR ST NESALEMOR97301931236936501(c)(3)$51,125$0NORTH MARION COUNTY EXPANSION
LIFT URBAN PORTLAND
2701 NW VAUGHN ST 102PORTLANDOR97210930923776501(c)(3)$26,125$0FOOD SECURITY PROGRAM
MIKE PROGRAM
9155 SW BARNES RD 219PORTLANDOR97225450520604501(c)(3)$37,250$0MENTORED HEALTH EDUCATION PROGRAM
OREGON LIONS
1010 NW 22ND AVE N144PORTLANDOR97210936041506501(c)(3)$6,250$02024 GALAWEEN & PROGRAM DONATION
PAWS ASSISTING VETERANS
PO BOX 871CORNELIUSOR97113453793511501(c)(3)$10,000$0
PORTLAND OPPORTUNITIES
717 N KILLINGSWORTH COURTPORTLANDOR97217930593858501(c)(3)$53,750$0CULTURALLY SPECIFIC COUNSELING SVCS
PROJECT ACCESS NOW
PO BOX 10953PORTLANDOR97296208928388501(c)(3)$732,069$0PREMIUM ASSISTANCE
ROSE HAVEN
627 NW 18TH AVEPORTLANDOR97209205922682501(c)(3)$25,000$0COMMUNITY HEALTH GRANT
SILVERTON AREA COMMUNITY AID
PO BOX 1305SILVERTONOR97381930884237501(c)(3)$53,750$0MOBILE FOOD PANTRY
THE CONTINGENT
809 N RUSSELL 203PORTLANDOR97227264224606501(c)(3)$6,750$0WORKFORCE DEVELOPMENT PROGRAM
THE OR COMMUNITY FOUNDATION
1221 SW YAMHILL ST 100PORTLANDOR97205237315673501(c)(3)$150,000$0COMMUNITY CLINICS SUPPORT
TRANSITION PROJECTS
475 NW GLISAN STPORTLANDOR97209930591582501(c)(3)$57,500$0WELLNESS ACCESS SPECIALIST SUPPORT
VIRGINIA GARCIA MEMORIAL FDTN
PO BOX 486CORNELIUSOR97113912077840501(c)(3)$53,750$0SCHOOL BASED HEALTH NAVIGATOR
YWCA CLARK COUNTY
PO BOX 2206VANCOUVERWA98668910569882501(c)(3)$53,750$0OUTREACH & PREVENTION -BIPOC YOUTH
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationAs the health needs of communities surrounding our hospitals are changing, Legacy continues to identify investments for underserved populations. Legacy provides Community Health Grants through grant funding for community-based organizations. The Community Health Grants are funded annually to 501(c)(3) organizations in response to needs identified within our community health needs assessments (CHNAs). In FY25, our Community Health Grants were awarded to address access to culturally and linguistically responsive health care, essential community services and resources, and a neighborhood for all.Community-based organizations were invited to apply for the Community Health Grants. The grants were reviewed and awarded to those organizations whose proposals mostly closely aligned with the strategies in our Community Health Improvement Plans (CHIPs). Follow up occurs semiannually with grantees regarding use of funds. In addition, Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy Community Benefit administers this funding, assuring the organizations meet priorities and qualifications, and that the money is used for its intended purpose.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmt
AMY CHAUMETON MD
ASSOCIATE CMO$591,320$4,701$18,030$30,727$644,778
ANITA IYENGER
SR VP$777,403-$2,450$84,091$36,381$1,289,555$394,130$74,930
ANNA LOOMIS
CFO & TREASURER$537,323-$2,369$28,749$811,405$247,702$99,081
BRYCE HELGERSON
FORMER SR. VP$336,721$336,721$336,721
CRAIG R ARMSTRONG
Secretary$730,994$219$2,476$49,267$867,956$85,000
GEORGE J BROWN MD
President & CEO$1,350,574$100,588$3,556$1,654,718$200,000$100,588
GINGER SHARP
VP$443,667-$201$10,208$33,660$487,334
JENNIFER LETOURNEAU
VP$483,007-$6,588$44,405$41,875$562,699
JOHN J KENAGY
SR VP$716,476$8,895$44,149$48,094$887,764$70,150$70,150
JONATHAN AVERY
SR VP$1,047,456-$566$80,710$48,278$1,279,428$103,550$103,550
JONATHAN G HILL
FORMER DIRECTOR$11,941$697$11,190$23,828
JOSEPH FRANKHOUSE MD
BOARD DIRECTOR$478,633$1,383$43,636$686,049$128,419$33,978
KAITLIN WALKER
VP$405,467-$1,516$5,834$27,577$437,362
KATHRYN CORREIA
President & CEO$1,942,060$520,324$34,873$44,733$2,784,747$242,757$242,757
KECIA KELLY
SR VP$610,384-$10,705$25,062$51,975$735,418$58,702$58,702
KELLEY AURAND
VP$406,518-$10$32,775$33,454$472,737
KERRIN E GILLESPIE
CFO$486,474$486,474
LISA GOREN
SR VP$609,620-$3,999$41,050$50,854$757,451$59,926$59,926
LUDA KAMINSKA
RN$378,416-$2,146$23,148$438,689$39,271
MAUREEN A BRADLEY
SR VP$481,532$91,489$42,123$33,044$692,718$44,530$96,576
MELINDA MULLER MD
SR VP$824,471$9,887$45,253$50,949$1,004,135$73,575$73,575
MERRIN PERMUT
VP$536,250-$7,117$27,600$44,747$601,480
NATHALIE G JOHNSON MD
BOARD DIRECTOR$593,032$3,480$20,231$935,176$303,241$15,192
NIKOLAUS KASHEY MD
VP$464,924$464$49,771$31,096$546,255
SARAH JENSEN
VP$376,376-$6,351$41,214$34,394$445,633
SETH PODOLSKY MD
FORMER SR. VP$341,550$6,445$347,995
SONJA O STEVES
FORMER SR. VP$567,286$47,505$614,791$468,386
TRENT GREEN
FORMER SR. VP$314,730$3,679$318,409$314,730

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1a: Relevant information in regards to selections on 1a.Some executives belong to business clubs. Any expenses relating to the personal use of the club are paid directly to the club by the executive. Only business-related use is paid to the business club or reimbursed to the executive by Legacy. An allocation of personal use of dues is completed annually and added to the compensation of the executive.Legacy does periodically reimburse for some travel of companions. During 2024, no travel expenses for companions of Legacy Board Directors and executives were reimbursed. These transactions follow Legacys reimbursement policy requiring documentation and approval of the expenses, prior to reimbursement. These payments are taxable to the individuals and are reported on a W-2 for employees or a 1099 for Board Directors.In 2024, the contract CEO received a housing stipend as part of his compensation for services performed in his capacity as an officer of Legacy. This stipend was included in his total reportable compensation and was issued on Form 1099.
Part I, Line 5b: Explanation of organization compensation based on revenues of related organizationPhysicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue.
Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related orLegacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets.
Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in RegsLegacy enters into initial employment agreements with Executives that qualify under the initial contract exception. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee relies on comparable market data and all decisions are documented.
Part III, Additional InformationSch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy started receiving compensation for their services in August 2014. They also receive expense reimbursements related to their duties. Any expense reimbursements to board members are reviewed by the Director of Tax for determining 1099 tax reporting. In addition to the Board of Directors compensation, during 2024, Dr. Hill received compensation related to his duties as clinical VP while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. Dr. Frankhouse and Dr. Johnson received compensation related to their duties as Medical Directors at Legacy Good Samaritan hospital. There was no other reportable compensation received by any board member during 2024.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. 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, and are accountable for the effective day-to-day operation of the system. 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 and other benefits is included in other compensation as well as any severance related payments.Column C - Deferred compensation includes the 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.Fiscal year 2024 performance bonuses were paid based on the achievement of patient and employee safety goals with attainment probability of 20-30%. The bonuses were paid out in July 2024 (tax year 2024),included in the Executive compensation and were reported as deferred compensation on the 2023 form 990.This is included on sch J Part II column F on the 2024 form 990. Column D - Nontaxable benefits include company paid health and welfare and long term care and disability benefits under group plans.Column F - Current year compensation reported as deferred in prior years.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
OR FACILITIES AUTHORITY
A93600178768608JVS72016-11-10$320,774,739FINANCING REFUNDING REV BONDSfalsefalsefalse
OR FACILITIES AUTHORITY
B9360017872020-03-16$24,675,000FINANCING REFUNDING REV BONDSfalsefalsefalse
OR FACILITIES AUTHORITY
C93600178768608JZA22022-05-11$201,655,914FINANCING REFUNDING REV BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmt
A$19,880,000$326,700,923$21,284,381$2,571,800$186,742,692$124,129,122Yes (true)Yes (true)Yes (true)Yes (true)
B$12,375,000$24,675,000$375,000$24,300,000Yes (true)falseYes (true)Yes (true)
C$201,655,914$1,975,914$99,827,280$100,000,000Yes (true)falsefalseYes (true)$172,720

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
AfalsefalseYes (true)Yes (true)falsefalse
BfalsefalseYes (true)Yes (true)falsefalse0.000170.00017
CfalsefalseYes (true)Yes (true)falsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetInd
AfalsefalseYes (true)falsefalseYes (true)Yes (true)
BfalseYes (true)Yes (true)falsefalsefalseYes (true)
CfalsefalsefalseYes (true)Yes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationPART IV, ARBITRAGE, LINE 2CDate of rebate computation for OR Facilities Authority (Issuer A): 12/9/2021Date of rebate computation for OR Facilities Authority (Issuer B): 4/30/2025ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMiles JacksonPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionEmployeeRelationshipDescriptionTxt
Transaction$152,632TransactionAmt
TransactionFam Mem of J Friedman DirTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 4The Legacy articles of incorporation were amended and restated on March 20, 2025 and updates Article 5.7 to extend a director's term. The 2025 Articles add a new paragraph at the end of Article 5.7 allowing the Board, by majority vote, to extend any Director's term for up to one year after expiration. During that extension:1. The Director keeps all rights, powers, privileges and obligations, and2. The extended Director counts toward the number of voting members even if this temporarily exceeds the 18 member maximum.For the approval of such an extension, the affected Director is recused (does not vote and isnt counted for the majority). The Legacy bylaws were amended and restated on March 20, 2025 to update Article 3 & 3.3 as follows:The 2025 Bylaws add a paragraph authorizing the Board, by majority of Directors in office, to extend any Directors term for up to one (1) year after expiration. During that extension the Director retains full rights/obligations and counts toward the number of voting members even if this temporarily exceeds the stated maximum. For the extension decision, the affected Director does not vote and is not counted in determining the majority.
Form 990, Part VI, Section A, Line 7aThe 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 elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of a Lutheran congregation in the Oregon Synod ("Lutheran Director");(d) One (1) person elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of an Episcopal congregation in the Episcopal Diocese known to his/her parish priest, or alternatively a member of the clergy in the Episcopal Diocese ("Episcopal Director").
Form 990, Part VI, Section A, Line 7bThe election of Lutheran Director is subject to the approval by the Bishop of the Oregon Synod, who may object to the newly-elected director for any reason by delivering written notice to the Legacy President or the Chair of the Board of Directors no later than one week after the election. If the Bishop timely objects to the election of the new Lutheran Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Lutheran Director for his/her full term or the remainder of an unexpired term to which elected. The election of the Episcopal Director is subject to approval by the Bishop of theEpiscopal Diocese, who may object to the newly elected director for any reason by delivering written notice to the Legacy President or Chair of the Board of Directors no later than one week after the election. The election of the Episcopal Director is also subject to approval by the Standing Committee of the Episcopal Diocese, who may object to the newly elected director only on the grounds that he/she is not an active member of an Episcopal congregation or a member of the Episcopal clergy in the Episcopal Diocese; such objection to be effected by delivering written notice to the Legacy President or Chair of the Board of Directors within five days after the next meeting of the Standing Committee or 45 days after the election, whichever isearlier. If the Bishop or Standing Committee timely object to the election of the new Episcopal Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Episcopal Director for his/her full term or the remainder of an unexpired term to which elected.
Form 990, Part VI, Section B, Line 11bThe 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 and Compliance Committee received a memorandum with a draft 990 return highlighting key areas and requesting feedback. Questions from the Board Audit and Compliance Committee are answered and changes made where appropriate. Any significant differences from the draft 990 to the final 990 return are provided to the Board Audit and Compliance Committee. Depending on the deadline for the 990 return filing and the Board Audit and Compliance Committee meeting this discussion may take place following the filing of the return.
Form 990, Part VI, Section B, Line 12cThe 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. Audit and Compliance Committee of the Board).
Form 990, Part VI, Section B, Line 15bThe following describes the compensation practices of Legacy Health and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. 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, and are accountable for the effective day-to-day operation of the system.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, Section C, Line 19Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. When changes are made to the Legacy Articles or Bylaws, Legacy discloses the changes on the IRS Form 990. These documents are publicly available upon request. Other governing documents are not available to the public.
Form 990, Part XI, Line 9CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$674755
Form 990, Part XI, Line 9INTERCO CLEARING = $13053460
Form 990, Part XI, Line 9Rounding = $2
Form 990, Part XI, Line 9TRANSFER FROM FOUNDATION = -$99047
990 Part XLegacy manages the investments for all affiliates through pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. Legacy reports the gains or losses on the investment portfolio.
Part 1, Line 5 & Part V question 2aThe number of employees reported on the W-3 is for all Legacy Health Affiliates. Legacy Health is a common pay agent for all of the affiliates and reports all employees under its EIN.
Part IX, line 20Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $28,668,162.Entity AmountLHS 8,724,791LEHHC 14,796,668LGSMC 2,285,663LMPH 675,393LMHMC 1,151,904LSH 1,033,744 LSCH 0

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmt
LEGACY HEALTH SYSTEM CPC LLC
1919 NW LOVEJOY STPORTLANDOR97209237426300COMMON PAY COMPANYOR$115,204,483N/A
LEGACY SINGLE DEPOSITORY ENTITY LLC
1919 NW LOVEJOY STPORTLANDOR97209237426300COMMON DEPOSITORY COMPANYORNA
LEGACY IMAGING VENTURES LLC
1919 NW LOVEJOY STPORTLANDOR97209815336949IMAGING SERVICESORN/A
LEGACY HEALTH PARTNERS LLC
1919 NW LOVEJOY STPORTLANDOR97209810735198PHYSICIAN NETWORKOR-$11,474,295N/A-$2,023,267

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
2801 N GANTENBEIN AVEPORTLANDOR97227930386823HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
1015 NW 22ND AVEPORTLANDOR97210930386793HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY MERIDIAN PARK HOSPITAL
19300 SW 65TH AVETUALATINOR97062930618975HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY MOUNT HOOD MEDICAL CENTER
24800 SE STARK STGRESHAMOR97030930591528HOSPITALOR501(C)(3)3N/AYes (true)
LEGACY SALMON CREEK HOSPITAL
2211 NE 139TH STVANCOUVERWA98686331065485HOSPITALWA501(C)(3)3N/AYes (true)
LEGACY VISITING NURSE ASSOCIATION
6475 SW BORLAND ROAD SUITE JTUALATINOR97062930848530HOSPICEOR501(C)(3)9N/AYes (true)
RANDALL CHILDRENS HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97208931314469CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
GOOD SAMARITAN FOUNDATION
PO BOX 4484PORTLANDOR97208237017276CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
SALMON CREEK HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97208830433165CHARITABLE FOUNDATIONWA501(C)(3)7N/AYes (true)
LEGACY HEALTH FOUNDATION
1919 NW LOVEJOY STPORTLANDOR97209465562403CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)
SILVERTON HEALTH
342 FAIRVIEW STREETSILVERTONOR97381930281321HOSPITALOR501(C)(3)3N/AYes (true)
SILVERTON HEALTH FOUNDATION
342 FAIRVIEW STREETSILVERTONOR97381930913392CHARITABLE FOUNDATIONOR501(C)(3)7N/AYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LEGACYUSP SURGERY CENTERS LLC
15305 DALLAS PKWY SUITE 1600 LB 2ADDISONTX75001261846866MGMT SERVORN/A$2,076,867$669,118falsefalse0.50100
LIFE FLIGHT NETWORK LLC
22285 YELLOW GATE LANE SUITE 102AURORAOR97002205016802AIR AMBULANCEOR$13,173,870$123,543,916falsefalse0.25000LH
OPTION CARE AT LEGACY HEALTH LLC
3000 LAKESIDE DRIVE SUITE 300-NBANNOCKBURNIL60015203161422INFUSIONOR$4,075,023$13,186,985falsefalse0.50000LH
NORTHWEST HOSPITAL PARTNERSHIP INC
1919 NW LOVEJOY STPORTLANDOR97209930973009INVESTMENTOR$57,122falsefalse0.50000LGSHMC
NORTHWEST URGENT CARE PHASE II LLC
5555 GLENRIDGE CONNECTOR STE 700ATLANTAGA30342472654570URGENT CAREOR-$4,011,201-$4,511,689falsefalse0.50000LEGACY HEALTH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
MANAGED HEALTHCARE NORTHWEST
1919 NW LOVEJOY STPORTLANDOR97209930914759MEDICALORLEGACY MT HOOD MEDICAL CENTERC-$19,699-$56,4020.75000false
LEGACY HEALTH SYSTEM INSURANCE COMPANY
1919 NW LOVEJOY STPORTLANDOR97209030322342INSURANCENAC$15,555$437,8811.00000false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LEGACY EMANUEL HOSPITAL & HEALTH CENTER
a$5,265,876Fair value
LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
a$1,497,432Fair value
LEGACY MERIDIAN PARK HOSPITAL
a$845,472Fair value
LEGACY MOUNT HOOD MEDICAL CENTER
a$1,160,280Fair value
LEGACY SALMON CREEK HOSPITAL
a$2,444,352Fair value
LEGACY VISITING NURSE ASSOCIATION
a$151,044Fair value
RANDALL CHILDRENS HOSPITAL FOUNDATION
c$302,711Cash
RANDALL CHILDRENS HOSPITAL FOUNDATION
l$437,842Actual Cost
GOOD SAMARITAN FOUNDATION
c$632,647Cash
SALMON CREEK HOSPITAL FOUNDATION
l$613,789Actual Cost
LEGACY HEALTH FOUNDATION
c$840,525Cash
LEGACY HEALTH FOUNDATION
l$1,158,503Actual Cost
SILVERTON HEALTH
a$1,110,384Fair value
SILVERTON HEALTH FOUNDATION
l$122,531Actual Cost