2026-02-17T13:28:34-08:00 2025-03-31 990 2024-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 CAROLYN COGGINS INTERIM CFO 2026-02-17 true 2024 2025-03-06 01:10:19Z GEORGE J BROWN 492254850 false X WWW.LEGACYHEALTH.ORG X 1970 OR Legacy 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. 18 12 17705 -82649 1934631 1841642 383959490 128570835 121175008 293417029 -447974 -644011 506621155 423185495 2651445 2277378 0 196585976 206146154 0 0 144827320 201335358 344064741 409758890 162556414 13426605 2102803051 2048100894 1501918585 1421510163 600884466 626590731 Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include six hospitals, inpatient and home hospice programs, false false 406208363 2282553 128570835 Legacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH), 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. As 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. 406208363 true true false true false false false false false true true true false true true false false true false true true false false false false false false true false true true true false false false false false false false false false false false false false true true true false false false true 811 0 true 17705 true false true OC false false false false false 0 false false false false false false false false true false X 18 12 false false true false false true true true true false false true true true true true true true true true true OR X X CAROLYN COGGINS 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KATHRYN CORREIA President & CEO 40.00 0.00 X X 2705141 0 79606 GEORGE J BROWN MD President & CEO 40.00 0.00 X X 1651162 0 3556 ANITA IYENGER SR VP 40.00 0.00 1169083 0 120472 JONATHAN AVERY SR VP 40.00 0.00 1150440 0 128988 MELINDA MULLER MD SR VP 40.00 0.00 907933 0 96202 NATHALIE G JOHNSON MD BOARD DIRECTOR 3.00 40.00 X 0 899753 35423 JOHN J KENAGY SR VP 40.00 0.00 795521 0 92243 CRAIG R ARMSTRONG Secretary 40.00 0.00 X X 816213 0 51743 ANNA LOOMIS CFO & TREASURER 40.00 0.00 X X 782656 0 28749 LISA GOREN SR VP 40.00 0.00 665547 0 91904 KECIA KELLY SR VP 40.00 0.00 658381 0 77037 MAUREEN A BRADLEY SR VP 40.00 0.00 617551 0 75167 JOSEPH FRANKHOUSE MD BOARD DIRECTOR 3.00 40.00 X 0 608435 77614 AMY CHAUMETON MD ASSOCIATE CMO 40.00 0.00 596021 0 48757 SONJA O STEVES FORMER SR. VP 0.00 0.00 567286 0 47505 MERRIN PERMUT VP 40.00 0.00 529133 0 72347 JENNIFER LETOURNEAU VP 40.00 0.00 476419 0 86280 NIKOLAUS KASHEY MD VP 40.00 0.00 465388 0 80867 GINGER SHARP VP 40.00 0.00 443466 0 43868 KERRIN E GILLESPIE CFO 40.00 0.00 X X 486474 0 0 KELLEY AURAND VP 40.00 0.00 406508 0 66229 SARAH JENSEN VP 40.00 0.00 370025 0 75608 LUDA KAMINSKA RN 40.00 0.00 415541 0 23148 KAITLIN WALKER VP 40.00 0.00 403951 0 33411 SETH PODOLSKY MD FORMER SR. VP 0.00 0.00 341550 0 6445 BRYCE HELGERSON FORMER SR. VP 0.00 0.00 336721 0 0 TRENT GREEN FORMER SR. VP 0.00 0.00 314730 0 3679 LESLIE ROOT MD BOARD DIRECTOR 3.00 40.00 X 0 52079 1 NANCY HORTON BOARD DIRECTOR 3.00 0.00 X 25000 0 0 NANCY R LOCKE BOARD DIRECTOR 3.00 0.00 X 25000 0 0 JONATHAN G HILL FORMER DIRECTOR 0.00 0.00 0 12638 11190 CHARLES WILHOITE Chairman 4.00 0.00 X X 22500 0 0 DAVID RAMUS VICE CHAIR 4.00 0.00 X X 17500 0 0 PATRICK REITEN BOARD DIRECTOR 3.00 0.00 X 15000 0 0 JERRY D PETTY BOARD DIRECTOR 3.00 0.00 X 15000 0 0 SAMIR DESAI MD BOARD DIRECTOR 3.00 0.00 X 15000 0 0 GAYLE GOSCHIE BOARD DIRECTOR 3.00 0.00 X 12500 0 0 LYNN T GUST BOARD DIRECTOR 3.00 0.00 X 12500 0 0 JEFFREY BARBER BOARD DIRECTOR 3.00 0.00 X 7500 0 0 EDGAR NAVAS BOARD DIRECTOR 3.00 0.00 X 7500 0 0 LISA WYNN FREEDMAN BOARD DIRECTOR 3.00 0.00 X 7500 0 0 JACK A FRIEDMAN BOARD DIRECTOR 3.00 0.00 X 7500 0 0 NASREEN ILIAS-KHAN MD BOARD DIRECTOR 3.00 0.00 X 7500 0 0 BISHOP DIANA AKIYAMA BOARD MEMBER 3.00 0.00 X 0 0 0 BISHOP LAURIE LARSON CAESAR BOARD MEMBER 3.00 0.00 X 0 0 0 18270341 1572905 1558039 807 true true false REED SMITH LP 2672 PAYSPHERE CIRCLE CHICAGO IL 60674 LEGAL 3354917 ROBERT VIRDE CONSTRUCTION INC 541 LONE OAK AVE EUGENE OR 97404 CONTRACT SERVICES 4540877 KH ACQUISTION LLC PO BOX 845330 DALLAS TX 75284 ADVISORY SERVICES 2952348 STOEL RIVES LLP 101 S CAPITAL BLVD 1900 BOISE ID 83702 LEGAL 2474731 STRUCTURED COMMUNICATIONS SYSTEMS INC 9200 SE SUNNYBROOK BLVD 300 CLACKAMAS OR 97015 INFORMATION SYSTEMS 2258463 92 1844921 -3279 1841642 CONVENIENCE OF MEMBERS 266863 266863 LEGACY CONNECT 3494634 3494634 MANAGEMENT FEES 312051062 312051062 PARTNERSHIP INCOME 17084944 17167593 -82649 PHYSICIAN NETWORK 3919133 3919133 -208245801 -208245801 128570835 32467131 32467131 0 0 22380683 23024694 -644011 -644011 -644011 300000000 6994559 43772404 2272257 256227596 4722302 260949898 260949898 0 0 0 0 423185495 128386621 -82649 293039881 2277378 2277378 0 0 0 15658289 15658289 0 145441968 145441968 11357020 11357020 21745857 21745857 11943020 11943020 0 11546439 11544839 1600 0 0 0 0 0 1339854 1339854 9080799 9009775 71024 36278667 36278667 0 308426 298826 9600 711183 711183 0 0 8724791 8724791 0 7758938 7758731 207 6788492 6788492 OTHER EXPENSES 56787948 53353373 3434575 CONTRACT SERVICES 48036123 48002602 33521 CONSULTING & AUDIT 13846702 13846702 ADMINISTRATIVE SERVICES FEES 126996 126996 0 409758890 406208363 3550527 0 0 99340567 617918358 0 23490958 17757115 0 0 375000 0 2967670 3304566 25561800 28601332 519449640 433636385 76419401 85813255 1118663110 512258016 188256931 168618994 0 1981058 1341761 565746556 612487497 2102803051 2048100894 164042689 238317965 726429567 713608154 611446329 469584044 1501918585 1421510163 X 600884466 626590731 600884466 626590731 2102803051 2048100894 X 13426605 12279660 X false true X true true true X X 7 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 true 0 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true 0 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 true 0 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 true 0 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 true 0 0 LEGACY VISITING NURSE ASSOCIATION 930848530 9 true 0 0 SILVERTON HEALTH 930281321 3 true 0 0 7 0 true false false false false false false false false false false false false false false false Support Schedule: Additional Supplemental Information Legacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 263735 58956 263735 58956 409495155 2769118559 409758890 2769177515 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 294139 335335 303289 322691 1255454 500000 500000 500000 500000 2000000 3000000 19863511 11126602 243432 7697027 23536518 18368683 4543736 550535 3599443 19863511 11227731 9089704 -248183 1700570 18368682 11334310 1663884 128873 1899336 11227731 7859727 5047400 1068296 2641113 11334310 0.09000 0.08000 0.83000 false true true 2745876 2745876 173689670 137687802 36001868 2603284 2392739 210545 324672573 293555844 31116729 15738237 15738237 85813255 5184190 F 168618994 DEFERRED FINANCING COSTS 26402598 I/C AFFILIATE - INVESTMENT POOL 84814923 LAND & BUILDING HELD FOR DEVELOPMENT 9692323 LEGACY REAL ESTATE ASSETS 600363 LONG TERM INTERCOMPANY RECEIVABLE 11474295 OTHER NONCURRENT 4031363 PREPAID PENSION COST 95579124 612487497 EQUIPMENT RENT NC 2677093 I/C AFFILIATE - INVESTMENT POOL 218886492 NONCURRENT BENEFITS LIABILITY 91272554 NONCURRENT WORKERS' COMP LIABILITY 8665000 RESERVE FOR PROFESSIONAL LIABILITY COSTS 148082903 Rounding 2 469584044 372932000 372932000 50253495 50253495 423185495 359506000 359506000 50252890 50252890 409758890 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/S FOUNDATION 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/S FOUNDATION CONTRIBUTION $99047 FOUNDATION SALARY EXPENSE $2934516 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $47219327 CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 94017 1 1 94017 94017 false false false false false false true ALBERTINA KERR CENTERS 424 NE 22ND AVE PORTLAND OR 97232 931297104 501(c)(3) 51772 0 EMPLOYMENT SERVICES PROGRAM ASIAN HEALTH & SERVICE CENTER 9035 SE FOSTER RD PORTLAND OR 97266 931192100 501(c)(3) 50000 0 EMPOWER ASIAN COMM PROJECT BIENESTAR INC PO BOX 665 HILLSBORO OR 97123 930860753 501(c)(3) 10000 0 ERG PROGRAM DONATION BOYS & GIRLS CLUBS OF SW WA 1111 MAIN ST 605 VANCOUVER WA 98660 911978646 501(c)(3) 49698 0 HEALTHY LIFESTYLES PROG FOR YOUTH CASCADIA BEHAVIORAL HEALTHCAR PO BOX 9275 PORTLAND OR 97207 930770054 501(c)(3) 48910 0 PEER WORKFORCE INITIATIVE CATHOLIC COMMUNITY SERVICES PO BOX 20400 KEIZER OR 97307 930903773 501(c)(3) 50000 0 GRANT TO ADDRESS SOCIAL NEEDS COUNCIL FOR THE HOMELESS 2500 MAIN ST VANCOUVER WA 98660 912001828 501(c)(3) 50000 0 COMMUNITY HEALTH GRANT DONATE LIFE NORTHWEST PO BOX 532 PORTLAND OR 97207 930867552 501(c)(3) 5626 0 2025 STARLIGHT GALA EL PROGRAMA HISPANO CATOLICO 333 SE 223RD AVE 100 GRESHAM OR 97030 472845537 501(c)(3) 50000 0 COMM HEALTH GRANT - AGING PROGRAM FAMILIAS EN ACCION 2710 NE 14TH AVE PORTLAND OR 97212 931284335 501(c)(3) 51875 0 WORKFORCE DEVELOPMENT PROGRAM FEEDEM FREEDOM 4450 NE 131ST PL PORTLAND OR 97230 862141093 501(c)(3) 50000 0 WINGI FREE FOOD MARKET FOURTH PLAIN FORWARD 2516 E FOURTH PLAIN BLVD VANCOUVER WA 98661 822923189 501(c)(3) 50000 0 BIPOC DOULA PROGRAM PILOT FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 53750 0 PROJECT ACCESS PROGRAM GIRLS INC OF NW OREGON 4800 SW MACADAM AVE 309 PORTLAND OR 97239 542073930 501(c)(3) 57500 0 GIRLS GROUPS & EUREKA PROGRAMS HACIENDA COMMUNITY DEVELOPMEN 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 930979064 501(c)(3) 51875 0 CULLY COMM PROGRAMMING KINDNESS FARM 16072 SE TENINO ST PORTLAND OR 97236 853884528 501(c)(3) 30000 0 FOOD INSECURITY LATINO NETWORK 240 N Broadway Suite 214 PORTLAND OR 97227 731675402 501(c)(3) 53750 0 COMMUNITY HEALTH RESPONSE PROGRAM LIBERTY HOUSE 385 TAYLOR ST NE SALEM OR 97301 931236936 501(c)(3) 51125 0 NORTH MARION COUNTY EXPANSION LIFT URBAN PORTLAND 2701 NW VAUGHN ST 102 PORTLAND OR 97210 930923776 501(c)(3) 26125 0 FOOD SECURITY PROGRAM MIKE PROGRAM 9155 SW BARNES RD 219 PORTLAND OR 97225 450520604 501(c)(3) 37250 0 MENTORED HEALTH EDUCATION PROGRAM OREGON LIONS 1010 NW 22ND AVE N144 PORTLAND OR 97210 936041506 501(c)(3) 6250 0 2024 GALAWEEN & PROGRAM DONATION PAWS ASSISTING VETERANS PO BOX 871 CORNELIUS OR 97113 453793511 501(c)(3) 10000 0 PORTLAND OPPORTUNITIES 717 N KILLINGSWORTH COURT PORTLAND OR 97217 930593858 501(c)(3) 53750 0 CULTURALLY SPECIFIC COUNSELING SVCS PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 732069 0 PREMIUM ASSISTANCE ROSE HAVEN 627 NW 18TH AVE PORTLAND OR 97209 205922682 501(c)(3) 25000 0 COMMUNITY HEALTH GRANT SILVERTON AREA COMMUNITY AID PO BOX 1305 SILVERTON OR 97381 930884237 501(c)(3) 53750 0 MOBILE FOOD PANTRY THE CONTINGENT 809 N RUSSELL 203 PORTLAND OR 97227 264224606 501(c)(3) 6750 0 WORKFORCE DEVELOPMENT PROGRAM THE OR COMMUNITY FOUNDATION 1221 SW YAMHILL ST 100 PORTLAND OR 97205 237315673 501(c)(3) 150000 0 COMMUNITY CLINICS SUPPORT TRANSITION PROJECTS 475 NW GLISAN ST PORTLAND OR 97209 930591582 501(c)(3) 57500 0 WELLNESS ACCESS SPECIALIST SUPPORT VIRGINIA GARCIA MEMORIAL FDTN PO BOX 486 CORNELIUS OR 97113 912077840 501(c)(3) 53750 0 SCHOOL BASED HEALTH NAVIGATOR YWCA CLARK COUNTY PO BOX 2206 VANCOUVER WA 98668 910569882 501(c)(3) 53750 0 OUTREACH & PREVENTION -BIPOC YOUTH 31 0 Grantmaker's Description of How Grants are Used As 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. X X X true true X X X X X true true false true true true true false true true AMY CHAUMETON MD ASSOCIATE CMO 591320 4701 18030 30727 644778 ANITA IYENGER SR VP 777403 394130 -2450 84091 36381 1289555 74930 ANNA LOOMIS CFO & TREASURER 537323 247702 -2369 28749 811405 99081 BRYCE HELGERSON FORMER SR. VP 336721 336721 336721 CRAIG R ARMSTRONG Secretary 730994 85000 219 2476 49267 867956 GEORGE J BROWN MD President & CEO 1350574 200000 100588 3556 1654718 100588 GINGER SHARP VP 443667 -201 10208 33660 487334 JENNIFER LETOURNEAU VP 483007 -6588 44405 41875 562699 JOHN J KENAGY SR VP 716476 70150 8895 44149 48094 887764 70150 JONATHAN AVERY SR VP 1047456 103550 -566 80710 48278 1279428 103550 JONATHAN G HILL FORMER DIRECTOR 11941 697 11190 23828 JOSEPH FRANKHOUSE MD BOARD DIRECTOR 478633 128419 1383 33978 43636 686049 KAITLIN WALKER VP 405467 -1516 5834 27577 437362 KATHRYN CORREIA President & CEO 1942060 242757 520324 34873 44733 2784747 242757 KECIA KELLY SR VP 610384 58702 -10705 25062 51975 735418 58702 KELLEY AURAND VP 406518 -10 32775 33454 472737 KERRIN E GILLESPIE CFO 486474 486474 LISA GOREN SR VP 609620 59926 -3999 41050 50854 757451 59926 LUDA KAMINSKA RN 378416 39271 -2146 23148 438689 MAUREEN A BRADLEY SR VP 481532 44530 91489 42123 33044 692718 96576 MELINDA MULLER MD SR VP 824471 73575 9887 45253 50949 1004135 73575 MERRIN PERMUT VP 536250 -7117 27600 44747 601480 NATHALIE G JOHNSON MD BOARD DIRECTOR 593032 303241 3480 15192 20231 935176 NIKOLAUS KASHEY MD VP 464924 464 49771 31096 546255 SARAH JENSEN VP 376376 -6351 41214 34394 445633 SETH PODOLSKY MD FORMER SR. VP 341550 6445 347995 SONJA O STEVES FORMER SR. VP 567286 47505 614791 468386 TRENT GREEN FORMER SR. VP 314730 3679 318409 314730 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 organization Physicians 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 or Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs Legacy enters into initial employment agreements with Executives that qualify under the initial contract exception. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee relies on comparable market data and all decisions are documented. Part III, Additional Information Sch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy started receiving compensation for their services in August 2014. 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. A OR FACILITIES AUTHORITY 936001787 68608JVS7 2016-11-10 320774739 FINANCING REFUNDING REV BONDS false false false B OR FACILITIES AUTHORITY 936001787 2020-03-16 24675000 FINANCING REFUNDING REV BONDS false false false C OR FACILITIES AUTHORITY 936001787 68608JZA2 2022-05-11 201655914 FINANCING REFUNDING REV BONDS false false false A 19880000 326700923 21284381 2571800 186742692 124129122 true true true true B 12375000 24675000 375000 24300000 true false true true C 201655914 1975914 99827280 100000000 172720 true false false true A false false true true false false B false false true true false 0.00017 0.00017 false C false false true true false false A false false true false false true true B false true true false false false true C false true false false true true A true B true C true Part VI PART 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): 4/30/2025 Miles Jackson Employee 152632 Fam Mem of J Friedman Dir false Form 990, Part VI, Section A, Line 4 The 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 7a The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person 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 7b The 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 11b The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit 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 12c 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. Audit and Compliance Committee of the Board). Form 990, Part VI, Section B, Line 15b The 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 19 Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. When changes are made to the Legacy Articles or Bylaws, Legacy discloses 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 9 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$674755 Form 990, Part XI, Line 9 INTERCO CLEARING = $13053460 Form 990, Part XI, Line 9 Rounding = $2 Form 990, Part XI, Line 9 TRANSFER FROM FOUNDATION = -$99047 990 Part X Legacy manages the investments for all affiliates through pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. Legacy reports the gains or losses on the investment portfolio. Part 1, Line 5 & Part V question 2a The number of employees reported on the W-3 is for all Legacy Health Affiliates. Legacy Health is a common pay agent for all of the affiliates and reports all employees under its EIN. Part IX, line 20 Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $28,668,162.Entity AmountLHS 8,724,791LEHHC 14,796,668LGSMC 2,285,663LMPH 675,393LMHMC 1,151,904LSH 1,033,744 LSCH 0 LEGACY HEALTH SYSTEM CPC LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON PAY COMPANY OR 115204483 N/A LEGACY SINGLE DEPOSITORY ENTITY LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON DEPOSITORY COMPANY OR NA LEGACY IMAGING VENTURES LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 815336949 IMAGING SERVICES OR N/A LEGACY HEALTH PARTNERS LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 810735198 PHYSICIAN NETWORK OR -2023267 -11474295 N/A LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK ST GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A true LEGACY VISITING NURSE ASSOCIATION 6475 SW BORLAND ROAD SUITE J TUALATIN OR 97062 930848530 HOSPICE OR 501(C)(3) 9 N/A true RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A true LEGACY HEALTH FOUNDATION 1919 NW LOVEJOY ST PORTLAND OR 97209 465562403 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SILVERTON HEALTH 342 FAIRVIEW STREET SILVERTON OR 97381 930281321 HOSPITAL OR 501(C)(3) 3 N/A true SILVERTON HEALTH FOUNDATION 342 FAIRVIEW STREET SILVERTON OR 97381 930913392 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true LEGACYUSP SURGERY CENTERS LLC 15305 DALLAS PKWY SUITE 1600 LB 2 ADDISON TX 75001 261846866 MGMT SERV OR N/A 2076867 669118 false false 0.50100 LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 AIR AMBULANCE OR LH 13173870 123543916 false false 0.25000 OPTION CARE AT LEGACY HEALTH LLC 3000 LAKESIDE DRIVE SUITE 300-N BANNOCKBURN IL 60015 203161422 INFUSION OR LH 4075023 13186985 false false 0.50000 NORTHWEST HOSPITAL PARTNERSHIP INC 1919 NW LOVEJOY ST PORTLAND OR 97209 930973009 INVESTMENT OR LGSHMC 57122 false false 0.50000 NORTHWEST URGENT CARE PHASE II LLC 5555 GLENRIDGE CONNECTOR STE 700 ATLANTA GA 30342 472654570 URGENT CARE OR LEGACY HEALTH -4011201 -4511689 false false 0.50000 MANAGED HEALTHCARE NORTHWEST 1919 NW LOVEJOY ST PORTLAND OR 97209 930914759 MEDICAL OR LEGACY MT HOOD MEDICAL CENTER C -19699 -56402 0.75000 false LEGACY HEALTH SYSTEM INSURANCE COMPANY 1919 NW LOVEJOY ST PORTLAND OR 97209 030322342 INSURANCE NA C 15555 437881 1.00000 false true true true true true false true true true true false true true true true true true true false LEGACY EMANUEL HOSPITAL & HEALTH CENTER a 5265876 Fair value LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL a 1497432 Fair value LEGACY MERIDIAN PARK HOSPITAL a 845472 Fair value LEGACY MOUNT HOOD MEDICAL CENTER a 1160280 Fair value LEGACY SALMON CREEK HOSPITAL a 2444352 Fair value LEGACY VISITING NURSE ASSOCIATION a 151044 Fair value RANDALL CHILDRENS HOSPITAL FOUNDATION c 302711 Cash RANDALL CHILDRENS HOSPITAL FOUNDATION l 437842 Actual Cost GOOD SAMARITAN FOUNDATION c 632647 Cash SALMON CREEK HOSPITAL FOUNDATION l 613789 Actual Cost LEGACY HEALTH FOUNDATION c 840525 Cash LEGACY HEALTH FOUNDATION l 1158503 Actual Cost SILVERTON HEALTH a 1110384 Fair value SILVERTON HEALTH FOUNDATION l 122531 Actual Cost