LEGACY HEALTH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY HEALTH (EIN 23-7426300)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-15
- IRS object ID
- 201110479349300001
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T20:35:22-08:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237426300 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEGA | NameControl |
| Phone | 5034155600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT H JOHNSON | Name |
| Title | INTERIM CFO | Title |
| Date Signed | 2011-02-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE J BROWN MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 217150109 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | WWW.LEGACYHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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, | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11766 | TotalNbrEmployees |
| Total Gross UBI | -5978 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5978 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 665075 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 528108 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 140777309 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 148879855 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -16067046 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12746150 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2944604 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1488399 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 122430734 | TotalRevenuePriorYear |
| Total Revenue Current Year | 160665714 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 885542 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 789988 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 70598976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 80712416 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 74501979 | OtherExpensePriorYear |
| Other Expenses Current Year | 63305636 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 145986497 | TotalExpensesPriorYear |
| Total Expenses Current Year | 144808040 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -23555763 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15857674 | RevenuesLessExpensesCY |
| Total Assets BOY | 933106061 | TotalAssetsBOY |
| Total Assets EOY | 1196043563 | TotalAssetsEOY |
| Total Liabilities BOY | 859623375 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1101469286 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73482686 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94574277 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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, | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 141563535 | Expense |
| Grants | 789988 | Grants |
| Revenue | 147819300 | Revenue |
| Description | 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 $69 million, $58 million, $41 million, and $1 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2010. In addition, Legacy provided over $24 million in other community benefit activities during fiscal year 2010.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 $80,000 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 2010, Legacy provided charity care on 81,683 patient accounts, representing 8,735 inpatient accounts, and 72,948 outpatient accounts. In 2010, 21% of the patients receiving charity care received a full subsidy representing roughly 54% 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 141563535 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1077 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11766 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT JOHNSON | NamePerson |
| Telephone Number | 5034155600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM M MOONEY MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| WAYNE L CLARK | |||||||||
| VP | 40.00 | 223965 | 0 | 42208 | X | ||||
| TRENT S GREEN | |||||||||
| SR VP | 40.00 | 364597 | 0 | 80110 | X | ||||
| TOMIKA A DEW | |||||||||
| VP | 40.00 | 175486 | 0 | 62645 | X | ||||
| TODD N GUENZBURGER MD | |||||||||
| DIRECTOR | 40.00 | 222283 | 0 | 33832 | X | ||||
| THOMAS C LUNDBERG | |||||||||
| MANAGER | 40.00 | 181344 | 0 | 7296 | X | ||||
| STEPHEN NEWBERRY MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 6000 | 0 | ||||
| SONJA O STEVES | |||||||||
| SR VP | 40.00 | 339313 | 0 | 107204 | X | ||||
| SCOTT H JOHNSON | |||||||||
| VP | 40.00 | 318859 | 0 | 60101 | X | ||||
| RONALD S KING | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| ROBERT W BENTLEY MD | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| ROBERT L CORNIE | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| ROBERT J PALLARI | |||||||||
| FORMER CEO | 0. | 500574 | 0 | 70716 | X | ||||
| RICHARD F GIBSON MD | |||||||||
| SR VP | 40.00 | 429458 | 0 | 125704 | X | ||||
| PATRICIA M GIANELLI | |||||||||
| VP | 40.00 | 236035 | 0 | 42951 | X | ||||
| PAMELA S VUKOVICH | |||||||||
| SR VP & TREAS | 40.00 | X | 552271 | 0 | 258311 | X | |||
| P CAMPBELL GRONER III | |||||||||
| SR VP & SEC | 40.00 | X | 416742 | 0 | 188157 | X | |||
| MARY K KJEMPERUD | |||||||||
| VP | 40.00 | 227390 | 0 | 62895 | X | ||||
| MARY ANN HOLBERT | |||||||||
| DIRECTOR | 40.00 | 178523 | 0 | 26060 | X | ||||
| LEE DOMANICO | |||||||||
| FORMER CEO | 0. | 150531 | 0 | 0 | X | ||||
| LARRY HILL | |||||||||
| DIRECTOR | 40.00 | 215980 | 0 | 26371 | X | ||||
| JOYCE L LANG | |||||||||
| DIRECTOR | 40.00 | 168092 | 0 | 15522 | X | ||||
| JOHN W WINTER JR | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| JODI S JOYCE | |||||||||
| VP | 40.00 | 190893 | 0 | 43941 | X | ||||
| JEFFREY S GORDON | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| JEFFREY D FULLMAN MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 5968 | 0 | 0 | ||||
| JACK L ORCHARD | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| HOLLIS J HENDRICKS | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| GORDON T EDWARDS | |||||||||
| VP | 40.00 | 255443 | 0 | 53304 | X | ||||
| GEORGE J BROWN MD | |||||||||
| President & CEO | 40.00 | X | 822846 | 0 | 221819 | X | |||
| GEORGE A CIOFFI MD | |||||||||
| SR VP | 40.00 | 385454 | 0 | 161080 | X | ||||
| ELAINE M DENNING | |||||||||
| VP | 40.00 | 182351 | 0 | 39312 | X | ||||
| DUANE C MCDOUGALL | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| DEAN WILLIAM B LUPFER | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| CORLISS A MCKEEVER | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| COLLEEN A CAIN | |||||||||
| Chairman | 7.00 | X | 0 | 0 | 0 | X | |||
| CHRISTOPHER S THOMING MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| CAROL EDWARDS | |||||||||
| VP | 40.00 | 290908 | 0 | 66122 | X | ||||
| BISHOP DAVID BRAUER-RIEKE | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| BARBARA K FERRE MD | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| APRIL B WHITWORTH | |||||||||
| VP | 40.00 | 231872 | 73338 | 45468 | X | ||||
| ANTHONY C WENTE | |||||||||
| DIRECTOR | 0. | 167704 | 0 | 33340 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7434882 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 79338 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1874469 | TotalOtherCompensation |
| Number Individuals GT100 K | 76 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MAXIT HEALTHCARE LLC | |||||
| PO BOX 2589 | FORT WAYNE | IN | 46801 | CONSULTANTS | 4447608 |
| KALLISTA CONSULTANTS | |||||
| 22637 76TH AVE S | KENT | WA | 98032 | CONSULTANTS | 1991024 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | CONSULTANTS | 4889879 |
| COMPUTER TASK GROUP | |||||
| PO BOX 711778 | CINCINNATI | OH | 45271 | INFORMATION SYSTEMS | 2125800 |
| CERNER CORPORATION | |||||
| PO BOX 412702 | KANSAS CITY | MO | 64141 | INFORMATION SYSTEMS | 4364367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 116 | NumberOfContractorsGT100K |
| Related Organizations | 482905 | RelatedOrganizations |
| All Other Contributions | 45203 | AllOtherContributions |
| Total Contributions | 528108 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 326481 | 332459 | -5978 | |
| NON-DEBT FIN RENTAL | ||||
| MANAGEMENT FEES | 147819300 | 147819300 | ||
| CONVENIENCE OF MEMBERS | 734074 | $734,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 148879855 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25413224 | TotalRevenueColumn |
| Exclusion | $25,413,224 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15281596 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16769995 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -1488399 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1488399 | TotalRevenueColumn |
| Exclusion | -$1,488,399 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27000000 | Securities |
| Other | 47326 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39699378 | Securities |
| Other | 15022 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12699378 | Securities |
| Other | 32304 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12667074 | TotalRevenueColumn |
| Exclusion | -$12,667,074 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160665714 | TotalRevenueColumn |
| Related Or Exempt Function Income | 148151759 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5978 | UnrelatedBusinessRevenue |
| Exclusion | $11,991,825 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789988 | Total |
| Program Services | 789988 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7556110 | Total |
| Program Services | 7556110 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721821 | Total |
| Management And General | 721821 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52219589 | Total |
| Program Services | 51855089 | ProgramServices |
| Management And General | 364500 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3509317 | Total |
| Program Services | 3486744 | ProgramServices |
| Management And General | 22573 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11934006 | Total |
| Program Services | 11857242 | ProgramServices |
| Management And General | 76764 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4771573 | Total |
| Program Services | 4740881 | ProgramServices |
| Management And General | 30692 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089168 | Total |
| Program Services | 1089168 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330476 | Total |
| Program Services | 330476 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663575 | Total |
| Program Services | 663575 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2708477 | Total |
| Program Services | 2708477 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17783742 | Total |
| Program Services | 17134889 | ProgramServices |
| Management And General | 648853 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165876 | Total |
| Program Services | 165876 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TELEPHONE | 3168413 | 2642865 | 525548 |
| SUPPLIES | 2125091 | 2052614 | 72477 |
| OTHER EXPENSES | 3549002 | 3476693 | 72309 |
| CONTRACT SERVICES | 26879255 | 26170287 | 708968 |
| CONSULTING & AUDIT | 2996147 | 2996147 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846414 | Total |
| Program Services | 1846414 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144808040 | Total |
| Program Services | 141563535 | ProgramServices |
| Management And General | 3244505 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117442190 | BOY |
| EOY | 113273468 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2338796 | BOY |
| EOY | 835511 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142412 | BOY |
| EOY | 619941 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3383777 | BOY |
| EOY | 3950392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 433183989 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 292489809 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127570659 | BOY |
| EOY | 140694180 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264791536 | BOY |
| EOY | 350282644 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77878078 | BOY |
| EOY | 89559493 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321725 | BOY |
| EOY | 740187 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339236888 | BOY |
| EOY | 496087747 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933106061 | BOY |
| EOY | 1196043563 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45912317 | BOY |
| EOY | 61978979 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393550000 | BOY |
| EOY | 540210000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6866152 | BOY |
| EOY | 5455802 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413294906 | BOY |
| EOY | 493824505 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859623375 | BOY |
| EOY | 1101469286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73482686 | BOY |
| EOY | 94574277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73482686 | BOY |
| EOY | 94574277 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933106061 | BOY |
| EOY | 1196043563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| LEGACY VISITING NURSE ASSOCIATION | |||||
| 930848530 | 9 | false | false | false | $0 |
| LEGACY SALMON CREEK HOSPITAL | |||||
| 331065485 | 3 | false | false | false | $0 |
| LEGACY MTHOOD MEDICAL CENTER | |||||
| 930591528 | 3 | false | false | false | $0 |
| LEGACY MERIDIAN PARK HOSPITAL | |||||
| 930618975 | 3 | false | false | false | $0 |
| LEGACY GOOD SAMARITAN HOS & MED CTR | |||||
| 930386793 | 3 | false | false | false | $0 |
| LEGACY EMANUEL HOSP & HEALTH CTR | |||||
| 930386823 | 3 | false | false | false | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
| General Explanation | 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. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140519 | FilingOrganizationsTotals |
| Affiliated Group Totals | 123406 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140519 | FilingOrganizationsTotals |
| Affiliated Group Totals | 123406 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 144675122 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1092486076 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 144815641 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1092609482 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 2000000 | CurrentYearMinus1 |
| Current Year | 2000000 | CurrentYear |
| Total | 6000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $9,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 48000 | CurrentYearMinus3 |
| Current Year Minus2 | 20000 | CurrentYearMinus2 |
| Current Year Minus1 | 59359 | CurrentYearMinus1 |
| Current Year | 263925 | CurrentYear |
| Total | 391284 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 500000 | CurrentYearMinus1 |
| Current Year | 500000 | CurrentYear |
| Total | 1500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $2,250,000 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | Schedule C, Part II-A, 501(h) election Listing of Affiliated Members Legacy Health, EIN 23-7426300, Lobby Exp $140,519 Legacy Emanuel Hospital & Health Center, EIN 93-0386823, Lobby Exp $6,732Legacy Good Samaritan Hospital and Medical Center EIN 93-0386793, Lobby Exp $3,696Legacy Meridian Park Hospital, EIN 93-0618975, Lobby Exp $851Legacy Mount Hood Medical Center, EIN 93-0591528, Lobby Exp $1,010Legacy Salmon Creek Hospital, EIN 33-1065485, Lobby Exp $111,117 Legacy 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. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5355446 | OtherCostOrOtherBasis |
| Book Value | 5355446 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170442469 | OtherCostOrOtherBasis |
| Depreciation | 117489453 | Depreciation |
| Book Value | 52953016 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 813850 | OtherCostOrOtherBasis |
| Depreciation | 406643 | Depreciation |
| Book Value | 407207 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 211738550 | OtherCostOrOtherBasis |
| Depreciation | 174593713 | Depreciation |
| Book Value | 37144837 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44833674 | OtherCostOrOtherBasis |
| Book Value | 44833674 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140694180 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 7825792 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 89559493 | TotalOfBookValueSecurities |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER NONCURRENT | 36368 |
| LONG TERM INVESTMENT HELD FOR CAPITAL | 2836431 |
| LONG TERM INTERCOMPANY RECEIVABLE | 1960040 |
| LEGACY REAL ESTATE ASSETS | 600363 |
| LAND & BUILDING HELD FOR DEVELOPMENT | 11144712 |
| I/C AFFILIATE REC - BOND POOL | 454830613 |
| FUNDS HELD BY TRUSTEE | 6885383 |
| DEFERRED FINANCING COSTS | 1686999 |
| CASH SURRENDER VALUE & OTHER | 897185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 496087747 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESERVE FOR PROFESSIONAL LIABILITY COSTS | $34,442,171 |
| NONCURRENT WORKERS' COMP LIABILITY | $37,568 |
| NONCURRENT PENSION LIABILITY | $10,282,722 |
| NONCURRENT BENEFITS LIABILITY | $6,139,664 |
| I/C AFFILIATE - INVESTMENT POOL | $442,922,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 493824505 | TotalOfAmounts |
| Total Revenue | 160665714 | TotalRevenue |
| Total Expenses | 144808040 | TotalExpenses |
| Excess Or Deficit For Year | 15857674 | ExcessOrDeficitForYear |
| Other | $5,231,326 | OtherAmount |
| Total Adjustments | 5231326 | TotalAdjustments |
| Excess Or Deficit Per FS | 21089000 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 157664000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 157664000 | RevenueSubtotal |
| Other Revenues Not Included | 3001714 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3001714 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 160665714 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 141809000 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 141809000 | ExpensesSubtotal |
| Other Expenses Not Included | 2999040 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2999040 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 144808040 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION CONTRIBUTION $482905 $0 FOUNDATION SALARY EXPENSE $1409828 COMMUNITY FUNDS $293688 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $525667 ROUNDING $420 LEGACY INSURANCE INCOME $0 GAIN/LOSS OF SALE OF ASSETS $32304 GAIN/LOSS ON REFUNDING BONDS $254228 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION CONTRIBUTION $482905 ROUNDING $254 FOUNDATION SALARY EXPENSE $1409828 COMMUNITY FUND $293688 $0 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $528507 LEGACY INSURANCE INCOME $0 GAIN/LOSS OF SALE OF ASSETS $32304 GAIN/LOSS ON REFUNDING BONDS $254228 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | TRANSFER FROM LEGACY GOOD SAM HOSP & MED CTR, EIN 93-0386793 $0 TRANSFER FROM LEGACY MERIDIAN PARK HOSPITAL, EIN 93-0618975 $0 TRANSFER FROM LEGACY MT.HOOD MEDICAL CENTER, EIN 93-0591528 $0 ROUNDING $0 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $5233921 TRANSFER TO LEGACY EMANUEL HOSP & HEALTH CTR, EIN 93-0386823 $ -0 TRANSFER TO FOUNDATION $ -0 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $ -0 ROUNDING $ -2595 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConducted |
| Specific Services Provided | INSURANCE | SpecificServicesProvided |
| Total Expenditures | 69965 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 69965 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| WSU FOUNDATION | ||||||||
| 14204 NE SALMON CREEK AVE | VANCOUVER | WA | 98686 | 911075542 | 501(c)(3) | 52247 | 0 | AT HOME AT SCHOOL PROGRAM |
| URBAN LEAGUE OF PORTLAND | ||||||||
| 10 N RUSSEL | PORTLAND | OR | 97227 | 930395590 | 501(c)(3) | 15000 | 0 | SPONSOR BENEFIT DINNER |
| THE NEIGHBORHOOD PARTNERSHIP | ||||||||
| 1020 SW TAYLOR ST SUITE 680 | PORTLAND | OR | 97205 | 931155559 | 501(c)(3) | 30960 | 0 | FLOURISHING IN TIGARD PROGRAM |
| THE FDTN FOR MEDICAL EXCELLENCE | ||||||||
| ONE SW COLMBIA ST SUITE 860 | PORTLAND | OR | 97258 | 930632522 | 501(c)(3) | 18000 | 0 | SCHOLARSHIPS, LECTURESHIP |
| SELF ENHANCEMENT INC | ||||||||
| 3920 N KERBY AVE | PORTLAND | OR | 97227 | 931086629 | 501(c)(3) | 10000 | 0 | SPONSOR ART & SOUL EVENT |
| PORTLAND BUS JOURNAL | ||||||||
| PO BOX 60000 | SAN FRANCISCO | CA | 94160 | 593089188 | 501(c)(3) | 30975 | 0 | SPONSOR OPENING DOOR PROGRAM, ETC |
| OTHERS - LESS THAN 5001 | ||||||||
| C/O 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 158435 | 0 | |||
| OREGON BUSINESS ASSOCIATION | ||||||||
| 6975 SW SANDBURG RD 250 | TIGARD | OR | 97223 | 931280673 | 501(c)(3) | 13500 | 0 | MEMBERSHIP DUES, SPONSOR DINNER |
| OR MENTORS-PORTLAND BUS ALLIANCE | ||||||||
| 221 SW 2ND AVE | PORTLAND | OR | 97209 | 930819366 | 501(c)(3) | 15500 | 0 | SUPPORT PROGRAM |
| OR ASSOCIATION OF MINORITY ENTREPRENEURS | ||||||||
| 4134 N VANCOUVER AVE | PORTLAND | OR | 97217 | 943058546 | 501(c)(3) | 10000 | 0 | SPONSOR CONFERENCE, PROGRAM |
| OHSU FOUNDATION | ||||||||
| 1121 SW SALMON ST SUITE 200 | PORTLAND | OR | 97205 | 931176109 | 501(c)(3) | 7000 | 0 | RAISE FUNDS FOR SURGICAL EDU CTR |
| NW PARISH NURSE MINISTRIES | ||||||||
| 2801 N GANTENBEIN AVE 1072 | PORTLAND | OR | 97227 | 943180955 | 501(c)(3) | 30000 | 0 | SUPPORT PROGRAM |
| NEIGHBORHOOD HOUSE | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | 930386875 | 501(c)(3) | 49706 | 0 | SUPPORT FAMILY RESOURCE |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | 930977166 | 501(c)(3) | 60000 | 0 | RENT TRANSIT ASSIST PROGRAM |
| FREE CLINIC OF SW WASHINGTON | ||||||||
| 4100 PLOMONDON ST | VANCOUVER | WA | 98661 | 911707542 | 501(c)(3) | 14450 | 0 | SPONSOR CLINIC |
| ESSENTIAL HEALTH CLINIC | ||||||||
| 15296 SW ROYALTY PARKWAY | TIGARD | OR | 97224 | 383572046 | 501(c)(3) | 11500 | 0 | SUPPORT PROGRAM |
| DONATE LIFE NORTHWEST | ||||||||
| 2525 SW 1ST AVE SUITE 175 | PORTLAND | OR | 97201 | 930867552 | 501(c)(3) | 8000 | 0 | LIFE SAVER, COMM TREADS OF LIFE |
| COMMUNITY ACTION FOR WA COUNTY | ||||||||
| 1001 SW BASELINE STREET | HILLSBORO | OR | 97123 | 930554941 | 501(c)(3) | 31000 | 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 |
| CLARKAMAS SHERIFFS OFFICE | ||||||||
| 2223 S KAEN ROAD | OREGON CITY | OR | 97045 | 936002286 | 501(c)(3) | 10000 | 0 | SUPPORT CONFERENCE, OFFICE |
| CLARK COUNTY PUBLIC HEALTH | ||||||||
| 1300 FRANKLIN | VANCOUVER | WA | 98660 | 916001299 | 501(c)(3) | 10000 | 0 | SPONSOR PRENATAL NAVIGATOR |
| CHILDRENS COMMUNITY CLINIC | ||||||||
| 27 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | 930811915 | 501(c)(3) | 56820 | 0 | DIRECT IMPACT PROGRAM |
| CHILDRENS CANCER ASSOCIATION | ||||||||
| 7524 SW MACADAM SUITE B | PORTLAND | OR | 97219 | 931181662 | 501(c)(3) | 6000 | 0 | SPONSOR CELEBRATION OF COURAGE |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW SIXTH AVE | PORTLAND | OR | 97209 | 930728816 | 501(c)(3) | 92475 | 0 | HOOPER SOBERING STATION |
| CAWS | ||||||||
| 101 SW MAIN SUITE 1800 | PORTLAND | OR | 97204 | 753193916 | 501(c)(3) | 15420 | 0 | MINORITY CONTRACTING WORK |
| BETHEL LUTHERAN CHURCH | ||||||||
| 5658 N DENVER | PORTLAND | OR | 97217 | 930509108 | 501(c)(3) | 18000 | 0 | SUPPORT NEIGHBORHOOD DROP IN PROG |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 26 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (25 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|
| WAYNE L CLARK | ||||||||||
| 175597 | 41001 | 7367 | 22990 | 19218 | 266173 | |||||
| TRENT S GREEN | ||||||||||
| 286012 | 48414 | 30171 | 51657 | 28453 | 444707 | |||||
| TOMIKA A DEW | ||||||||||
| 156060 | 9937 | 9489 | 46892 | 15753 | 238131 | 8413 | ||||
| TODD N GUENZBURGER MD | ||||||||||
| 201417 | 18695 | 2171 | 19730 | 14102 | 256115 | |||||
| THOMAS C LUNDBERG | ||||||||||
| 112256 | 479 | 68609 | 6285 | 1011 | 188640 | 67541 | ||||
| SONJA O STEVES | ||||||||||
| 265163 | 60523 | 13627 | 89844 | 17360 | 446517 | 14001 | ||||
| SCOTT H JOHNSON | ||||||||||
| 267407 | 39207 | 12245 | 39596 | 20505 | 378960 | 11329 | ||||
| ROBERT J PALLARI | ||||||||||
| 500574 | 39864 | 30852 | 571290 | 144521 | ||||||
| RICHARD F GIBSON MD | ||||||||||
| 340952 | 65608 | 22898 | 88995 | 36709 | 555162 | 21177 | ||||
| PATRICIA M GIANELLI | ||||||||||
| 190564 | 37599 | 7872 | 26250 | 16701 | 278986 | 10354 | ||||
| PAMELA S VUKOVICH | ||||||||||
| 441515 | 90088 | 20668 | 235962 | 22349 | 810582 | 10247 | ||||
| P CAMPBELL GRONER III | ||||||||||
| 372339 | 44403 | 156268 | 31889 | 604899 | 37195 | |||||
| MARY K KJEMPERUD | ||||||||||
| 182838 | 28765 | 15787 | 46037 | 16858 | 290285 | 6279 | ||||
| MARY ANN HOLBERT | ||||||||||
| 158089 | 18667 | 1767 | 22341 | 3719 | 204583 | |||||
| LEE DOMANICO | ||||||||||
| 150531 | 150531 | 170334 | ||||||||
| LARRY HILL | ||||||||||
| 194649 | 14907 | 6424 | 12344 | 14027 | 242351 | |||||
| JOYCE L LANG | ||||||||||
| 153296 | 13556 | 1240 | 8954 | 6568 | 183614 | |||||
| JODI S JOYCE | ||||||||||
| 160361 | 26684 | 3848 | 21804 | 22137 | 234834 | 2685 | ||||
| GORDON T EDWARDS | ||||||||||
| 226688 | 19523 | 9232 | 31843 | 21461 | 308747 | |||||
| GEORGE J BROWN MD | ||||||||||
| 675000 | 119646 | 28200 | 186009 | 35810 | 1044665 | |||||
| GEORGE A CIOFFI MD | ||||||||||
| 328852 | 53637 | 2965 | 134342 | 26738 | 546534 | |||||
| ELAINE M DENNING | ||||||||||
| 146929 | 29981 | 5441 | 27384 | 11928 | 221663 | 2437 | ||||
| CAROL EDWARDS | ||||||||||
| 231679 | 40300 | 18929 | 48482 | 17640 | 357030 | 8433 | ||||
| APRIL B WHITWORTH | ||||||||||
| 7139 | 42573 | 182160 | 37073 | 4969 | 273914 | 5582 | 71391 | 1947 | 3426 | 76764 |
| ANTHONY C WENTE | ||||||||||
| 156171 | 14883 | -3350 | 9866 | 23474 | 201044 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. Compensation received by Dr. Newberry during 2009 related to his responsibilities as Past President of the Medical Staff at Legacy Meridian Park Hospital. Dr. Fullman was compensated during 2009 for services provided for the development of the new electronic medical record system at Legacy.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. | Moving expenses for a Vice President were grossed up to cover the taxes in accordance with his contract. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CLACKAMAS COUNTY OREGON | ||||||
| 237426300 | 68608JKC4 | 2010-01-01 | 123745000 | FINANCING CURRENT REFUNDING REVENUE BONDS | true | true |
| CLACKAMAS COUNTY OREGON | ||||||
| 237426300 | 179027VS3 | 2009-05-01 | 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 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Amount UnspentAmountUnspent | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|
| 123745000 | -377887 | true | false | true | true | ||||
| 163860000 | 1949921 | false | false | false | true | 28194487 | 127064052 | 6820236 | 2011 |
| 150000000 | 1900805 | false | false | false | true | 6817743 | 143343539 | 2010 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00210 | true |
| false | false | false | false | true | true | |
| false | false | false | false | true | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| false | false | false | false | false | true | ||
| (no name) | |||||||
| false | false | false | false | false | true | ||
| CALYON TRINITY | |||||||
| false | true | false | true | false | true | 95000000.0000 | true |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. All employees attest to proper conflict of interest disclosure during their annual review. 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 changed to update the name of the organization from Legacy Health System to Legacy Health and streamline Board Committee processes by combining some committee functions. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY HEALTH SYSTEM CPC LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY ST | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237426300 | EIN |
| Primary Activities | Common Pay Company | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY ADVENTIST VENTURE | |||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931121816 | HEALTHCARE | OR | 501(C)(3) | 9 | N/A |
| SALMON CREEK HOSPITAL FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 830433165 | CHARITABLE FOUNDATION | WA | 501(C)(3) | 7 | N/A |
| MT HOOD MEDICAL CENTER FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930794951 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A |
| MERIDIAN PARK MEDICAL FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930773410 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A |
| GOOD SAMARITAN FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 11a | N/A |
| THE CHILDRENS HOSPITAL FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A |
| EMANUEL MEDICAL CENTER FOUNDATION | |||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 936095667 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A |
| LEGACY VISITING NURSE ASSOCIATION | |||||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | HOSPICE | OR | 501(C)(3) | 9 | N/A |
| LEGACY SALMON CREEK HOSPITAL | |||||||||
| 2211 NE 139TH ST | VANCOUVER | WA | 98686 | 331065485 | HOSPITAL | WA | 501(C)(3) | 3 | N/A |
| LEGACY MOUNT HOOD MEDICAL CENTER | |||||||||
| 24800 SE STARK AT | GRESHAM | OR | 97030 | 930591528 | HOSPITAL | OR | 501(C)(3) | 3 | N/A |
| LEGACY MERIDIAN PARK HOSPITAL | |||||||||
| 19300 SW 65TH AVE | TUALATIN | OR | 97062 | 930618975 | HOSPITAL | OR | 501(C)(3) | 3 | N/A |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | |||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | N/A |
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | |||||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | HOSPITAL | OR | 501(C)(3) | 3 | N/A |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST HOSPITAL PARTNERSHIP INC | |||||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 930973009 | Investment | OR | LGSHMC | Investment | 60000 | 13333 | false | false | |
| OPTION CARE AT LEGACY LLC | |||||||||||||
| 104 WILMOT ROAD MS 1435 | DEERFIELD | IL | 60015 | 203161422 | Infusion | OR | LVNA | Related | 381466 | 1607656 | false | false | |
| LIFE FLIGHT NETWORK LLC | |||||||||||||
| 22285 YELLOW GATE LANE SUITE 102 | AURORA | OR | 97002 | 205016802 | Air Ambul | OR | LEHHC | Related | 647594 | 1072171 | false | false | |
| LEGACYUSP SURGERY CENTERS LLC | |||||||||||||
| 15305 DALLAS PKWY SUITE 1600 LB 2 | ADDISON | TX | 75001 | 261846866 | MGMT SERV | OR | Related | 332459 | 12189656 | false | false | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY HEALTH SYSTEM INSURANCE COMPANY | ||||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 030322342 | INSURANCE | N/A | C | 2838 | 217867 | 1.00000 | ||
| MANAGED HEALTHCARE NORTHWEST | ||||||||||||
| 422 E BURNSIDE ST 215 | PORTLAND | OR | 97208 | 930914759 | MEDICAL | C | 212402 | 717077 | 0.75000 | OR | LEGACY MOUNT HOOD MEDICAL CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |