2012-03-30T10:58:15-07:00 2011-03-31 990 2010-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 DAVID E EAGER 2012-03-30 2010 2016-02-24 21:20:13Z GEORGE J BROWN MD C/O 1919 NW LOVEJOY STREET PORTLAND OR 97209 206409247 false false X WWW.LEGACYHEALTH.ORG X 1970 OR Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include five hospitals, inpatient and home hospice programs, 14 13 10366 -1193 -1193 528108 661810 148879855 143152824 12746150 26829387 -1488399 -85586 160665714 170558435 789988 703319 0 80712416 94237304 0 0 63305636 77611572 144808040 172552195 15857674 -1993760 1196043563 1085624590 1101469286 995565374 94574277 90059216 Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include five hospitals, inpatient and home hospice programs, false false 171745098 703319 163076262 Legacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH) and Legacy Visiting Nurse Association (LVNA). While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area. Legacy, collectively provided over $78 million, $59 million, $48 million, and $1 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2011. In addition, Legacy provided over $19 million in other community benefit activities during fiscal year 2011.In support of its mission, Legacy voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care is determined based on eligibility for insurance coverage, household income, qualified assets, catastrophic medical events, or other information supporting a patient's inability to pay for services provided. Specifically, Legacy provides an uninsured discount of 15% to patients who have resided within Legacy's primary service area for a period of six months, are uninsured for hospital care, and have a household income of less than $100,000 annually. Further discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level or roughly $89,000 for a family of four in Portland, Oregon. For patients whose household income is at or below 200% of the federal poverty level, a full subsidy is available. In addition to the household income criteria, the patients' qualified assets (e.g., 25% of household assets), and other catastrophic or economic circumstances are considered in determining eligibility for charity care.During 2011, Legacy provided charity care on 101,751 patient accounts, representing 9,091 inpatient accounts, and 92,660 outpatient accounts. In 2011, 22% of the patients receiving charity care received a full subsidy representing roughly 50% of the total charity provided. The top five services provided to patients qualifying for charity care were emergency/trauma, surgery, cardiovascular, pediatrics, and general acute care.In addition to charity care, Legacy provides services under various states' Medicaid programs for financially needy patients. The cost of providing services to Medicaid beneficiaries generally exceeds the reimbursement from these programs.Legacy provides services to Medicare beneficiaries and beneficiaries under other government programs (such as TRICARE), for which the cost of treating these patients exceeds the government payments received.The cost of services provided under these programs is determined based on the relationship of costs (excluding the provision for doubtful accounts and those costs associated with medical education, research, community health services, and other contributions) to billed charges.Legacy also employs financial counselors and social workers, who assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, and public assistance. In 1999, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. For more than a decade, $500,000 has been granted annually to community-based projects addressing racial and ethnic inequities and root causes. These dollars are in addition to Legacy's other charitable contributions. The Community Health Fund has provided 38 grants since 1999 totaling more than $5.8 million. Recognizing that education, employment and income inequities exist for communities of diversity, and that health professions are lacking in diversity, Legacy established the Youth Employment in Summer program. African American and Hispanic youth receive paid summer employment in departments where they worked with health professionals and earned college scholarships between $2,500 and $5,000 annually. Students can remain in the program as long as they stay in school and pursue healthcare careers. Some students have remained in this program for as long as seven years and graduated with degrees in a variety of healthcare fields. Legacy encourages and supports employee volunteerism. Legacy donates $100 to nonprofit health, human service or education organizations in honor of employees who volunteer on personal time 50 hours a year. Employees may receive paid time when volunteering in one or two week time periods in local nonprofit organizations through Legacy's community service leave program.Non-cash donations of resources include clinical and non-clinical services and items (e.g., screenings and support services, internships, information and referral services and health fairs). Legacy's warehouse is available to nonprofit organizations to obtain surplus equipment and furniture. In addition, conference room space is made available to local nonprofits for Board and community meetings. 171745098 true true false true false false false false false false true true false true true false false true false true true false false false false false false true false true true false true true false false false false false false false false false false false true true true false false false true 1074 0 true 10366 true false false true CJ false false false false false false false false 0 false false false false false false false false false false false X 14 13 false false true false false true true true true false false false true true true true true true true true true true OR X X DAVID E EAGER 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 WAYNE L CLARK 40.00 X 199227 0 39710 TRENT S GREEN 40.00 X 311012 0 92160 TOMIKA A DEW 40.00 X 203031 0 53708 TODD N GUENZBURGER MD 40.00 X 234780 0 44030 STEPHEN NEWBERRY MD 3.00 X 0 6403 0 SONJA O STEVES 40.00 X 305491 0 118183 SCOTT H JOHNSON 40.00 X X 306533 0 83716 RT REV MICHAEL J HANLEY 3.00 X 0 0 0 RONALD S KING 4.00 X 427 0 0 ROBERT W BENTLEY MD 4.00 X 206 0 0 ROBERT L CORNIE 4.00 X 284 0 0 ROBERT J PALLARI 0.00 X 460485 0 25878 RICO B CAYETANO 40.00 X 244752 0 50998 RICHARD F GIBSON MD 0.00 X 438532 0 43081 PATRICIA M GIANELLI 40.00 X 192644 0 44023 PAMELA S VUKOVICH 40.00 X X 499553 0 206459 P CAMPBELL GRONER III 40.00 X X 457351 0 161807 MARY K KJEMPERUD 40.00 X 204422 0 70441 MARY ANN HOLBERT 40.00 X 164960 0 33816 MARIE A PROPOTNIK 40.00 X 159054 0 31156 LARRY HILL 40.00 X 212930 0 41651 JOYCE L LANG 40.00 X 156831 0 20590 JOHN W WINTER JR 4.00 X 381 0 0 JODI S JOYCE 40.00 X 182448 0 47682 JEFFREY S GORDON 5.00 X X 0 0 0 JEFFREY D FULLMAN MD 3.00 X 268 0 0 JACK L ORCHARD 4.00 X 352 0 0 HOLLIS J HENDRICKS 4.00 X 0 0 0 GORDON T EDWARDS 40.00 X 265784 0 63223 GEORGE J BROWN MD 40.00 X X 828524 0 225427 GEORGE A CIOFFI MD 40.00 X 347823 0 152103 EVERETT NEWCOMB III 40.00 X 0 425947 96129 ELAINE M DENNING 40.00 X 150522 0 39623 DUANE C MCDOUGALL 3.00 X 0 0 0 DEAN WILLIAM B LUPFER 3.00 X 72 0 0 CORLISS A MCKEEVER 3.00 X 298 0 0 COLLEEN A CAIN 7.00 X X 206 0 0 CHRISTOPHER S THOMING MD 3.00 X 289 0 0 CAROL EDWARDS 0.00 X 273432 0 39174 CAROL A BRADLEY 40.00 X 335860 0 90018 BISHOP DAVID BRAUER-RIEKE 3.00 X 0 0 0 BARBARA K FERRE MD 4.00 X 0 0 0 APRIL B WHITWORTH 0.00 X 196326 0 5061 ANTHONY C WENTE 40.00 X 173817 0 46273 7508907 432350 1966120 143 true true false NORDISK SYSTEMS INC 13475 SE JOHNSON RD MILWAUKEE OR 97222 INFORMATION SYSTEMS 2994505 MAXIT HEALTHCARE LLC PO BOX 2589 FORT WAYNE IN 46801 CONSULTANTS 7464860 INX INC 2 CENTERPOINTE DR 100 LAKE OSWEGO OR 97035 IMFORMATION SYSTEMS 2713613 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 CONSULTANTS 7614359 CERNER CORPORATION PO BOX 412702 KANSAS CITY MO 64141 INFORMATION SYSTEMS 6473597 118 645203 16607 661810 PARTNERSHIP INCOME 1996595 1997788 -1193 MANAGEMENT FEES 163076262 163076262 INV INC ALLOC TO AFFIL -22424705 -22424705 CONVENIENCE OF MEMBERS 504672 504672 143152824 6206496 6206496 0 0 15625975 15711561 -85586 -85586 -85586 40677191 84951 20000000 139251 20677191 -54300 20622891 20677191 -54300 0 0 0 0 170558435 163326536 -1193 6571282 703319 703319 0 0 0 7080292 7080292 486363 486363 61337394 61337394 5405053 5405053 13577089 13577089 6351113 6351113 0 384112 384112 0 0 0 0 0 0 8335069 8335069 0 0 540422 540422 637029 637029 0 0 3059824 3059824 0 20906596 20906596 126894 126894 OTHER EXPENSES 4055829 3735095 320734 CONTRACT SERVICES 37738973 37738973 CONSULTING & AUDIT 1808793 1808793 BAD DEBTS 18031 18031 0 172552195 171745098 807097 0 0 113273468 119299329 0 835511 637741 0 0 619941 389956 0 3950392 5698812 477033139 318039978 140694180 158993161 350282644 237488006 89559493 75163990 0 740187 638967 496087747 487314628 1196043563 1085624590 61978979 60416937 540210000 525733960 5455802 4213316 493824505 405201161 1101469286 995565374 X 94574277 90059216 94574277 90059216 1196043563 1085624590 X -1993760 -2521301 X false true true X true true X X X false false false LEGACY VISITING NURSE ASSOCIATION 930848530 9 true 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 true 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 true 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 true 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true 0 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 true 0 6 Legacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the Legacy's service area. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 163804 185614 163804 185614 172388391 1085822393 172552195 1086008007 1000000 1000000 250000 250000 false 1000000 2000000 2000000 2000000 7000000 10500000 20000 59359 263925 349418 692702 250000 500000 500000 500000 1750000 2625000 Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description Schedule C, Part II-A, 501(h) election Listing of Affiliated Members Legacy Health, EIN 23-7426300, Lobby Exp $163,804 Legacy Emanuel Hospital & Health Center, EIN 93-0386823, Lobby Exp $17,657Legacy Good Samaritan Hospital and Medical Center EIN 93-0386793, Lobby Exp $0Legacy Meridian Park Hospital, EIN 93-0618975, Lobby Exp $4,047Legacy Mount Hood Medical Center, EIN 93-0591528, Lobby Exp $16,730Legacy Salmon Creek Hospital, EIN 33-1065485, Lobby Exp $147,180Legacy Visiting Nurse Assn, EIN 93-0848530, Lobby Exp $0There were no excess lobbying expenditures for any of the above affiliates. All affiliated entities addresses can be found on Schedule R. 5355446 5355446 172552445 122913524 49638921 813850 468130 345720 278537429 194658324 83879105 19773969 19773969 158993161 6792076 F 75163990 OTHER NONCURRENT 46265 LONG TERM INVESTMENT HELD FOR CAPITAL 197901 LONG TERM INTERCOMPANY RECEIVABLE 29654727 LEGACY REAL ESTATE ASSETS 600363 LAND & BUILDING HELD FOR DEVELOPMENT 11144712 I/C AFFILIATE REC - BOND POOL 427704080 FUNDS HELD BY TRUSTEE DEFERRED FINANCING COSTS 1554152 CASH SURRENDER VALUE & OTHER 902932 487314628 RESERVE FOR PROFESSIONAL LIABILITY COSTS 35087757 NONCURRENT WORKERS' COMP LIABILITY 109363 NONCURRENT PENSION LIABILITY 11854772 NONCURRENT BENEFITS LIABILITY 8263130 I/C AFFILIATE - INVESTMENT POOL 349886139 405201161 170558435 172552195 -1993760 -2521301 -2521301 -4515061 166922000 166922000 3636435 3636435 170558435 168925000 168925000 3627195 3627195 172552195 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION CONTRIBUTION $645203 FOUNDATION SALARY EXPENSE $1751205 COMMUNITY FUNDS $262292 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $1041060 ROUNDING $-18266 GAIN/LOSS OF SALE OF ASSETS $-54299 GAIN/LOSS ON REFUNDING BONDS $0 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION CONTRIBUTION $645203 ROUNDING $-18920 FOUNDATION SALARY EXPENSE $1751205 COMMUNITY FUND $262292 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $1050954 GAIN/LOSS OF SALE OF ASSETS $-54299 GAIN/LOSS ON REFUNDING BONDS $0 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances ROUNDING $ -12049 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $ -2509252 CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 69603 1 1 69603 69603 X false false true true true false Additional Supplemental Information Legacy Health System Insurance Company (LHSIC) provides excess healthcare and general liability insurance to Legacy and its affiliates. LHSIC was formed in 2004 under the laws of the Cayman Islands and obtained an Unrestricted Class "B" Insurer's license under the provisions of the Cayman Islands Insurance Law and is a wholly owned subsidiary of Legacy.LHSIC's financial information is included in the Legacy consolidated financial statements and is reported on form 5471, Information of US Persons With Respect to Certain Foreign Corporations. true WSU FOUNDATION 14204 NE SALMON CREEK AVE VANCOUVER WA 98686 911075542 501(c)(3) 43000 0 AT HOME AT SCHOOL PROGRAM URBAN LEAGUE OF PORTLAND 10 N RUSSEL PORTLAND OR 97227 930395590 501(c)(3) 9000 0 SPONSOR BENEFIT DINNER THE WALLACE MEDICAL CO PO BOX 6972 PORTLAND OR 97228 930853709 501(c)(3) 10000 0 GENERAL OPERATING DONATION THE SKANNER FDTN 415 N KILLINGSWORTH ST PO BOX 5455 PORTLAND OR 97228 931109980 501(c)(3) 10000 0 ANNUAL MLK BREAKFAST THE FDTN FOR MEDICAL EXCELLENCE ONE SW COLMBIA ST SUITE 860 PORTLAND OR 97258 930632522 501(c)(3) 18000 0 SCHOLARSHIPS, LECTURES SUSAN G KOMEN 266 W MAIN MS 68 HILLSBORO OR 97123 931068897 501(c)(3) 25000 0 2010 RACE FOR THE CURE SELF ENHANCEMENT INC 3920 N KERBY AVE PORTLAND OR 97227 931086629 501(c)(3) 52500 0 SPONSOR ART & SOUL EVENT PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 45000 0 HEALTHCARE ACCESS PROJECT ACCESS CLARK C 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 10000 0 HEALTHCARE ACCESS PCC FOUNDATION PO BOX 19000 PORTLAND OR 97280 930811291 501(c)(3) 10000 0 FUTURE CONNECT SCHOLARS OTHERS - LESS THAN 5001 C/O 1919 NW LOVEJOY ST PORTLAND OR 97209 168119 0 OREGON LIONS 1010 NW 22ND AVE N144 PORTLAND OR 97210 936041506 501(c)(3) 20000 0 MOBILE HEALTH SCREENING OREGON CENTER FOR NURS 5000 N WILLAMETTE BLVD PORTLAND OR 97203 743052430 501(c)(3) 12000 0 FUNDRAISER BREAKFAST OR PUBLIC HEALTH ALERT PO BOX 14260 PORTLAND OR 97293 936001752 501(c)(3) 9000 0 IMMUNIZATION REGISTRY NW PARISH NURSE MINISTRIES 2801 N GANTENBEIN AVE 1072 PORTLAND OR 97227 943180955 501(c)(3) 20000 0 SUPPORT PROGRAM HUMAN SOLUTIONS INC 12350 SE POWELL BLVD PORTLAND OR 97236 930977166 501(c)(3) 50000 0 RENT ASSIST HISPANIC METROPOLITAN CHAMBER 2402 NE OREGON ST PORTLAND OR 97232 931156358 501(c)(3) 7500 0 SCHOLARSHIPS FRIENDS OF GRANT PARK PO BOX 12574 PORTLAND OR 97212 931329291 501(c)(3) 7500 0 FIELD IMPROV FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 6700 0 SPONSOR CLINIC ESSENTIAL HEALTH CLINIC 15296 SW ROYALTY PARKWAY TIGARD OR 97224 383572046 501(c)(3) 36500 0 SUPPORT PROGRAM DONATE LIFE NORTHWEST 2525 SW 1ST AVE SUITE 175 PORTLAND OR 97201 930867552 501(c)(3) 8000 0 LIFE SAVER, COMM COMMUNITY ACTION FOR WA COUNTY 1001 SW BASELINE STREET HILLSBORO OR 97123 930554941 501(c)(3) 21000 0 OPENING DOORS PROGRAM COALITION OF COMMUNITY HEALTH CLINIC 619 SW 11TH AVE 225 PORTLAND OR 97205 911829239 501(c)(3) 15000 0 SUPPORT CLINIC OPERATION CLARK COUNTY PUBLIC HEALTH 1300 FRANKLIN VANCOUVER WA 98660 916001299 501(c)(3) 10000 0 SPONSOR PATIENT NAVIGATOR CHILDRENS COMMUNITY CLINIC 27 NE KILLINGSWORTH ST PORTLAND OR 97211 930811915 501(c)(3) 48500 0 DIRECT IMPACT PROGRAM CHILDRENS CANCER ASSOCIATION 7524 SW MACADAM SUITE B PORTLAND OR 97219 931181662 501(c)(3) 10000 0 SPONSOR CELEBRATION OF COURAGE CENTRAL CITY CONCERN 232 NW SIXTH AVE PORTLAND OR 97209 930728816 501(c)(3) 10000 0 WORKING OUR WAY HOME - LUNCHEON BULL SESSION INVITATIO 14695 SW MILIKAN WAY BEAVERTON OR 97006 931078155 501(c)(3) 5500 0 CHARITY EVENTS BIG BROTHERS BIG SISTE 1827 NE 44TH AVENUE 100 PORTLAND OR 97213 931303640 501(c)(3) 5500 0 IMPACT PROGRAM 29 0 Grantmaker's Description of How Grants are Used Legacy provides grants to the community through the Community Health Fund which was established in 1999 by the Legacy Board of Directors. The Legacy Board oversees a $10 million Community Health Fund helping to address major community health issues. The majority of the grants are for three years. The Legacy Board reviews applications providing grants only to 501(c)(3) organizations. Follow up occurs annually regarding the use of the funds. In addition Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy's Community Affairs Department administers these grants, assuring the organizations meet the 501(c)(3) qualifications and the money is used for its intended purpose. X true true X X X X X true true false true true true true false true true WAYNE L CLARK 189525 9702 25108 14602 238937 5675 TRENT S GREEN 308620 2392 67399 24761 403172 TOMIKA A DEW 103987 99044 44287 9421 256739 8844 TODD N GUENZBURGER MD 208995 12747 13038 27385 16645 278810 SONJA O STEVES 273706 31785 87567 30616 423674 31196 SCOTT H JOHNSON 271308 35225 47421 36295 390249 14568 ROBERT J PALLARI 460485 25878 486363 132478 RICO B CAYETANO 214490 20000 10262 20903 30095 295750 RICHARD F GIBSON MD 98351 340181 24309 18772 481613 45988 PATRICIA M GIANELLI 185790 6854 24915 19108 236667 11767 PAMELA S VUKOVICH 441515 58038 179774 26685 706012 6874 P CAMPBELL GRONER III 364852 92499 124696 37111 619158 88308 MARY K KJEMPERUD 185403 19019 52465 17976 274863 9226 MARY ANN HOLBERT 162913 2047 30499 3317 198776 MARIE A PROPOTNIK 151008 8046 11561 19595 190210 LARRY HILL 197099 15831 26678 14973 254581 JOYCE L LANG 155321 1510 13568 7022 177421 JODI S JOYCE 172778 9670 23847 23835 230130 8482 GORDON T EDWARDS 250792 14992 40455 22768 329007 GEORGE J BROWN MD 766346 62178 181121 44306 1053951 33019 GEORGE A CIOFFI MD 342133 5690 125999 26104 499926 EVERETT NEWCOMB III 385476 30000 10471 72357 23772 522076 ELAINE M DENNING 121817 28705 29769 9854 190145 7635 CAROL EDWARDS 66830 206602 31124 8050 312606 9777 CAROL A BRADLEY 310003 20000 5857 61146 28872 425878 APRIL B WHITWORTH 196326 5061 201387 ANTHONY C WENTE 158195 15622 21043 25230 220090 Sch J, Part III, Additional Information Part III, Additional Information Sch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy are not compensated, but receive expense reimbursements related to their duties. Any expense reimbursements to board members require review and approval by the Director of Management Audit. During 2010, the board meeting included spouses or a guest. Any reimbursed expense related to the spouse or guest's travel is reported on part VII of the form 990. Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market.The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid to executives during the current year and were reported on prior form 990 returns. These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. In addition, imputed income for insurance, cell phone and other benefits is included in other compensation as well as any severance related payments. Column C - Deferred compensation includes the value of defined benefit plans, contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments. The defined contribution and benefit plans are 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.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. Sch J, Part I, Line 8 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. Sch J, Part I, Line 6b Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. Sch J, Part I, Line 5b Part I, Line 5b: Explanation of organization compensation based on revenues of related organization Physicians employed by Legacy affiliates are paid a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. CLACKAMAS COUNTY OREGON 237426300 68608JKC4 2010-01-13 123745000 FINANCING CURRENT REFUNDING REVENUE BONDS true true CLACKAMAS COUNTY OREGON 237426300 179027VS3 2009-05-21 163860000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false CLACKAMAS COUNTY OREGON 237426300 179027VJ3 2008-11-13 150000000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false 123745000 124936962 -377887 true false true 163860000 28194487 1949921 133715592 2011 false false true 150000000 1900805 148099195 2010 false false true false false false false true 0.00210 0.00210 true false false false false true true false false false false true true false false false false false true false false false false false true false true false true CALYON TRINITY 95000000.0000 true false true Part IX, line 20 Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $14,366,474.Entity AmountLHS 3,059,824LEHHC 5,367,744 LGSMC 2,405,707LMPH 2,131,831 LMHMC 1,401,368LSCH 0 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. 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. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. When changes are made to the Legacy Articles or Bylaws, Legacy discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The following describes the compensation practices of Legacy and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. 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 Management Audit for review of the disclosures. If a conflict is disclosed, or identified through any other means, Management Audit ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g., Compliance Committee, Audit Committee of the Board). Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit Committee reviewed the 990 return with Management prior to filing. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the "Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person appointed by election of the Oregon Synod Council;(d) One (1) person appointed by election of the Convention of the EpiscopalDiocese. Form 990, Part VI, Line 4 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents Legacy's bylaws were amended and restated to reflect changes to the Medical Quality & Credentialing Committee. In fiscal year 2011, LEHHC and LGSHMC each formed their own medical staff. Previously, the medical staff at these hospitals were combined for purposes of quality review and credentialing. 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