2011-02-15T17:23:12-08:00 2010-03-31 990 2009-04-01 237017276 GOOD SAMARITAN FOUNDATION GOOD 5034155600 PO BOX 4484 PORTLAND OR 97208 PATRICIA M GIANELLI 2011-02-15 2009 2016-02-24 21:20:13Z 23947057 false false X WWW.LEGACYHEALTH.ORG X 1969 OR GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL CENTER. 31 25 0 45 0 3329145 3573764 0 -24261419 20320033 -11533 -14925 -20943807 23878872 5304119 6149960 0 0 0 0 0 5304119 6149960 -26247926 17728912 58161174 75889097 11144 10158 58150030 75878939 GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL CENTER. false false 6149960 6149960 3573761 GOOD SAMARITAN FOUNDATION HAS ENCOURAGED CHARITABLE GIVING FROM THE COMMUNITY SINCE ITS ESTABLISHMENT IN 1969. THE FOUNDATION SUPPORTS THE ADVANCEMENT OF RESEARCH, EDUCATION, AND TECHNOLOGY IN MEDICAL SCIENCE AT LEGACY GOOD SAMARITAN MEDICAL CENTER.LEGACY GOOD SAMARITAN MEDICAL CENTER, FOUNDED IN 1875 BY THE EPISCOPAL DIOCESE OF OREGON, STANDS IN THE HEART OF NORTHWEST PORTLAND AS ONE OF THE PACIFIC NORTHWEST'S OLDEST AND MOST ADVANCED MEDICAL CENTERS. LEGACY GOOD SAMARITAN PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES, WITH SPECIAL EMPHASIS ON ITS CENTERS OF EXCELLENCE, INCLUDING:* CANCER SERVICES* CRITICAL CARE* DEVERS EYE INSTITUTE / DISCOVERIES IN SIGHT* DIABETES SERVICES* LEGACY HEART INSTITUTE* HORTICULTURE THERAPY* NEUROLOGY SERVICES* REHABILITATION INSTITUTE OF OREGON* WOMEN'S SERVICESIN FISCAL YEAR 2010, PHILANTHROPIC CONTRIBUTIONS SUPPORTED PROGRAMS IN FOUR MAJOR AREAS:PATIENT CARE $ 4,125,128EDUCATION & TRAINING $ 763,225RESEARCH $ 1,224,776COMMUNITY RELATIONS / OUTREACH $ 36,831SOME OF THE SPECIFIC PROJECTS FUNDED IN THIS YEAR WERE AS FOLLOWS:* TO PROVIDE ESSENTIAL, PHYSICIAN-DIRECTED, SHORT-TERM EMERGENCY MEDICATION TO PATIENTS WITHOUT RX DRUG COVERAGE OR FINANCIAL RESOURCES ($85,000).* TO SUPPORT THE PURCHASE OF WHEELCHAIR AND SEATING SYSTEMS FOR OUTPATIENTS WHO DO NOT HAVE INSURANCE OR THE FINANCIAL RESOURCES TO PURCHASE NECESSARY EQUIPMENT ($12,000).* TO PROVIDE ON-GOING EDUCATION, EXERCISE, COUNSELING AND SUPPORT SERVICES FOR PATIENTS AND FAMILIES COPING WITH A CANCER DIAGNOSIS ($25,604).* TO RESEARCH MORE EFFECTIVE TREATMENT FOR ISCHEMIC BRAIN INJURY FOLLOWING A STROKE IN DIABETIC PATIENTS, WHO ARE MORE LIKELY TO EXPERIENCE MORE SEVERE BRAIN INJURY THAN NON-DIABETICS. THIS STUDY SEEKS TO DETERMINE WHETHER ACID-SENSING ION CHANNELS REPRESENT A NOVEL THERAPEUTIC TARGET FOR ISCHEMIC BRAIN INJURY OF DIABETIC PATIENTS ($25,000).* TO STUDY THE THERAPEUTIC POTENTIAL OF THE NEUROPROTECTIVE AGENT ADENOSINE IN ALZHEIMER'S DISEASE ($46,600).* TO PROVIDE SCHOLARSHIPS TO PATIENTS WHO WOULD BENEFIT BY PARTICIPATING IN THE CARDIAC REHAB PROGRAM, BUT DON'T HAVE ACCESS OR DON'T QUALIFY FOR OTHER FUNDS ($20,000).* TO ENSURE CONTINUING ACCESS TO GENERAL AND SUB-SPECIALTY EYE CARE FOR INDIGENT PATIENTS ($50,000).* TO SUPPORT THE OPERATION OF GREEN GABLES GUEST HOUSE FOR PATIENTS AND FAMILIES SEEKING TREATMENT FOR PROLONGED ILLNESS ($39,044).* TO SUPPORT THE KIDNEY TRANSPLANT PROGRAM'S FULL PARTICIPATION IN THE PAIRED DONATION ALLIANCE TO INCREASE THE NUMBER OF KIDNEYS AVAILABLE TO PATIENTS AWAITING TRANSPLANT ($41,360). 6149960 true true false false false false false false false true true false true false false false false false false true false false true false true false false false false false false false false false false false true false false false false true false false false true 0 0 false 0 false false false false false false false false false true true false 0 false false false false false false false false 31 25 false true false false true true true true true false false false true true true true true true true true false false OR X X KATHY SLININGER 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 WILLIAM M LENNARZ MD 1.00 X 0 0 0 WILLIAM B LUPFER 1.00 X 0 0 0 TOMIKA ANNE DEW 6.00 X X 0 175486 62645 THEODORE H DELOOZE MD 1.00 X 0 0 0 STAN W BAUMHOFER 1.00 X 0 0 0 SANDRA J LEWIS 1.00 X 0 0 0 ROBERT W BIRGE 1.00 X 0 0 0 ROB L LEE 1.00 X 0 0 0 RICHARD B KELLER II 1.00 X 0 0 0 RANDI L REITEN 1.00 X 0 0 0 PATRICIA M GIANELLI 1.00 X X 0 236035 42951 MONICA C WEHBY MD 1.00 X 0 947614 22356 MARK R SCHLESINGER 1.00 X 0 0 0 LYNNE V GAERISCH 1.00 X 0 0 0 LYNN T GUST 1.00 X 0 0 0 KURT F HANSEN 1.00 X 0 0 0 KRISTI LEE BIRKLAND 1.00 X 0 0 0 KEVIN G NORWOOD MD 1.00 X 0 201079 17595 KENNETH E PHILLIPS 1.00 X 0 0 0 JOHN G CRAWFORD JR 1.00 X 0 0 0 JEFFREY M GUDMAN 1.00 X X 0 0 0 JASON W MARR 1.00 X 0 0 0 IDA P COLVER 1.00 X 0 0 0 FREDERICK M STEVENS 1.00 X X 0 0 0 FRANK J BAUMEISTER JR 1.00 X 0 0 0 FRANCES R SPROUSE 1.00 X 0 0 0 DOUGLAS J SHAFFER 1.00 X 0 0 0 DOUGLAS E STRAND 1.00 X 0 0 0 CHERI R TOLAR 1.00 X 0 0 0 CAROL A CROWE 1.00 X 0 0 0 BRIAN W BATTALIA MD 1.00 X 0 0 0 BARBARA P READER 1.00 X 0 0 0 ANTHONY J MELARAGNO MD 1.00 X 0 415012 120716 ANNE T GREER 1.00 X X 0 123858 23446 ANNE S JARVIS 1.00 X 0 0 0 ALLISON D RHODES 1.00 X X 0 0 0 2099084 289709 0 true true false 0 87207 52989 3433568 57703 3573764 0 20320033 20320033 0 0 0 0 53260 87207 68185 -14925 -14925 0 0 0 23878872 20305108 6149960 6149960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6149960 6149960 0 0 243 0 1191419 1169572 0 0 0 0 0 0 0 0 53473890 70930504 0 0 3495865 3788778 58161174 75889097 11144 10158 11144 10158 X 31467385 42873692 16965865 22439455 9716780 10565792 58150030 75878939 58161174 75889097 X false true true X true true X X false false false LEGACY VISITING NURSE ASSOCIATION 930848530 9 true false false 939400 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true false false 3552956 2 4492356 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26682647 1648302 6436823 1762522 33005250 29762743 1483331 -2409556 2153871 26682647 0.68000 0.32000 false true true 70930504 CHARITABLE REMAINDER UNITRUSTS 10158 10158 23878872 6149960 17728912 17728912 24394394 515522 515522 23878872 23878872 6665482 515522 515522 6149960 6149960 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S MGMT, GENERAL & FUNDRAISING EXPENSES $515522 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 MGMT, GENERAL & FUNDRAISING EXPENSES $515522 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowment funds are used to improve the healthcare of the community as designated by the donors.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator. false OR DEVER GALA 76995 29095 47900 60411 KEY TO THE CURE 36424 31064 5360 7774 1 27048 27048 140467 87207 53260 68185 68185 -14925 true LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 501(c)(3) 939400 23812 LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 501(c)(3) 294295 0 LEGACY GOOD SAMARITAN HOSPITAL & MED CTR 1015 NW 22ND AVE PORTLAND OR 97210 930386793 501(c)(3) 3517957 11187 LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 501(c)(3) 1363309 0 4 0 Grantmaker's Description of How Grants are Used THE FOUNDATION ONLY AWARDS GRANTS AND/OR SCHOLARSHIPS AFTER A THOROUGH REVIEW AND DISCUSSION OF THE EXPENDITURES.GRANT PROPOSALS ARE SUBMITTED DURING THE ANNUAL GRANT APPLICATION PROCESS. ALL GRANT PROPOSALS ARE INITIALLY REVIEWED BY LEGACY HEALTH'S EXECUTIVE COUNCIL TO DETERMINE THEIR APPLICABILITY TO LEGACY'S GOALS AND STRATEGIC PLAN. GRANT PROPOSALS ARE THEN REVIEWED BY THE FOUNDATION'S OWN GRANT COMMITTEE. ONCE A GRANT IS APPROVED BY THE FOUNDATION, MONIES ARE NOT TRANSFERRED UNTIL PROOF OF THE EXPENDITURE IS PROVIDED TO THE GRANT STEWARDSHIP ARM OF THE FOUNDATION. X X X X X false true false false true false true false false false TOMIKA ANNE DEW 156060 9937 9489 46892 15753 238131 8413 PATRICIA M GIANELLI 190564 37599 7872 26250 16701 278986 10354 MONICA C WEHBY MD 712766 192342 42506 8142 14214 969970 KEVIN G NORWOOD MD 185787 1119 14173 10722 6873 218674 ANTHONY J MELARAGNO MD 333603 65351 16058 96183 24533 535728 8664 Sch J, Part III, Additional Information Part III, Additional Information SCHEDULE J REPORTING OF TRUSTEE AND OFFICERS ON LEGACY AFFILIATE RETURNS. The Foundation Ex-Officio Trustees and Officers who are also Legacy employees have their compensation paid from Legacy Health, Legacy Emanuel Hospital & Health Center or Legacy Good Samaritan Hospital. The compensation is reported for informational purposes on the Foundation return. Sch J, Part I, Line 6b Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. Sch J, Part I, Line 5b Part I, Line 5b: Explanation of organization compensation based on revenues of related organization Physicians employed by Legacy related entities are paid a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). X 38359 X 2 19344 false true true Part I, Line 32, Hire and Use of Third Parties IF THE FOUNDATION RECEIVES A VEHICLE DONATION, VOLUNTEERS OF AMERICA PROCESSES THE DONATION FOR THE FOUNDATION. 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. Legacy's audited consolidated financial statements include consolidating schedules which highlights the Legacy Foundations's financial results.When changes are made to the GSF Articles or Bylaws, GSF discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. Form 990, Part VI, Line 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 Foundation Board received a copy of the 990 return prior to filing. The Board Finance Committee reviewed the 990 return prior to filing. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The LGSHMC Board of Directors approves trustees appointed to the Foundation Board. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Legacy Good Samaritan Hospital & Medical Center(LGSHMC) is the sole member of Good Samaritan Foundation. Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development. 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 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 930695667 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 ST 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 LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 HEALTHCARE OR 501(C)(3) 11b N/A false true true false false false false true false true true true true true true true true true