SILVERTON HEALTH: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SILVERTON HEALTH (EIN 93-0281321)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-15
- IRS object ID
- 202430469349302913
- Schema version
- 2022v5.0
- 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 H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T14:29:44-08:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930281321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERTON HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | DBA LEGACY SILVERTON HEALTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 FAIRVIEW STREET | AddressLine1Txt |
| City | SILVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA L LOOMIS | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Signature | 2024-02-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA L | PersonFirstNm |
| Person Last | LOOMIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN CORREIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 FAIRVIEW STREET | AddressLine1Txt |
| City | SILVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,366,600 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Through Silverton Health (SH), we come together to improve the health of our communities. SH's mission is to encourage wellness, deliver quality health care and build a collaborative team fostering integrity, accountability and innovation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 89 | TotalVolunteersCnt |
| Total Gross UBI | $75,293 | TotalGrossUBIAmt |
| PY Contributions Grants | $317,523 | PYContributionsGrantsAmt |
| CY Contributions Grants | $605,694 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,559,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,760,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$27,296 | PYInvestmentIncomeAmt |
| CY Investment Income | -$174,847 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $121,849,383 | PYTotalRevenueAmt |
| CY Total Revenue | $130,191,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,744 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,066 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,048,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,695,948 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,042,107 | PYOtherExpensesAmt |
| CY Other Expenses | $64,137,981 | CYOtherExpensesAmt |
| PY Total Expenses | $124,142,045 | PYTotalExpensesAmt |
| CY Total Expenses | $141,879,995 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,292,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,688,242 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,618,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,097,181 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,670,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,836,779 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,948,644 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$739,598 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Through Silverton Health we come together to improve the health of our communities. Recognizing our responsibility for careful use of resources, it is our mission to encourage wellness and deliver quality health care, to organize ourselves as a collaborative team fostering integrity, accountability and innovation, and to create an environment that promotes compassion and recognizes the dignity of all, with sensitivity to the values and cultures of those who entrust us with their care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $106,261,236 | ExpenseAmt |
| Grant | $46,066 | GrantAmt |
| Revenue | $129,760,906 | RevenueAmt |
| Desc | Silverton Health provides inpatient and outpatient care and education services to the communities it serves. In support of its mission, SH voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are unisured. During fiscal year 2023, SH incurred uncompensated costs of roughly $5,195,700 associated with its financial assistance program. In addition to charity care, SH provides services under various states' Medicaid programs for financially needy patients and Medicare beneficiaries for which the cost of treating these patients exceeds the government payments received. During fiscal year 2023, SH incurred approximately $10,315,900, $13,938,000 and $708,000 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. SH also provides a variety of other community benefit activities such as medical education, donations to other charitable entities, research, and other health improvement services which totaled roughly $2,704,900 during fiscal year 2023.Silverton Health is part of Legacy, which collectively provided over $46 million, $327 million, $273 million, and $12 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2023. In addition, Legacy provided over $29 million in other community benefit activities during fiscal year 2023. | Desc |
| Total Program Service Expenses | $106,261,236 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA LOOMIS | PersonNm |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KATHRYN CORREIA | |||||||
| President & CEO | 0.00 | 40.00 | Yes (X) | Yes (X) | $0 | $2,141,270 | $44,353 |
| SETH R PODOLSKY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $1,360,271 | $31,960 | ||
| ANNA L LOOMIS | |||||||
| CFO & TREASURER | 0.00 | 40.00 | $0 | $923,121 | $42,825 | ||
| ALEXANDER GLADNEY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $886,285 | $41,094 | ||
| BRYCE R HELGERSON | |||||||
| FORMER SR. VP | 0.00 | 0.00 | $0 | $937,453 | -$78,892 | ||
| TRENT S GREEN | |||||||
| SR VP | 0.00 | 40.00 | $0 | $816,121 | $5,759 | ||
| JONATHAN E AVERY | |||||||
| HOSPITAL PRESIDENT | 0.00 | 40.00 | $0 | $738,221 | $49,693 | ||
| JOHN J KENAGY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $733,933 | $19,448 | ||
| ANDREW NELSON DO | |||||||
| ORTHO SURGEON | 40.00 | 0.00 | $704,119 | $0 | $27,791 | ||
| ANITA N IYENGER | |||||||
| SR VP | 0.00 | 40.00 | $0 | $676,998 | $8,702 | ||
| CHRISTOPHER S THOMING MD | |||||||
| INTERIM PRESIDENT | 0.00 | 40.00 | $0 | $540,528 | $71,193 | ||
| KECIA M KELLY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $530,120 | $48,340 | ||
| MELINDA J MULLER MD | |||||||
| SR VP | 0.00 | 40.00 | $0 | $561,404 | $11,432 | ||
| JOHN SAUER MD | |||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $519,746 | $0 | $45,426 | ||
| LISA J GOREN | |||||||
| SR VP | 0.00 | 40.00 | $0 | $483,405 | $53,697 | ||
| PAUL A BREWER MD | |||||||
| ORTHO SURGEON | 40.00 | 0.00 | $474,660 | $0 | $38,877 | ||
| KEITH HAUGEN MD | |||||||
| VICE CHAIR | 40.00 | 0.00 | Yes (X) | Yes (X) | $460,271 | $0 | $41,994 |
| JOHN A GILLIAM MD | |||||||
| BOARD DIRECTOR | 40.00 | 0.00 | Yes (X) | $442,868 | $0 | $31,521 | |
| JAMES H STAGEMAN MD | |||||||
| HOSPITALIST | 40.00 | 0.00 | $370,468 | $0 | $61,527 | ||
| MAUREEN A BRADLEY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $419,150 | -$5,345 | ||
| JULIAN J USELMAN MD | |||||||
| Chairman | 40.00 | 0.00 | Yes (X) | Yes (X) | $361,137 | $0 | $35,730 |
| ANNE T GREER | |||||||
| FORMER INT VP & SECRETARY | 0.00 | 0.00 | $0 | $372,488 | -$4,366 | ||
| KAREN M BRADY | |||||||
| VP, CNO | 40.00 | 0.00 | $305,889 | $0 | $43,508 | ||
| AMY ZASTROW MD | |||||||
| MEDICAL DIRECTOR | 40.00 | 1.00 | $312,913 | $0 | $18,021 | ||
| SARAH K BREWER | |||||||
| FORMER HOSPITAL PRESIDENT | 0.00 | 40.00 | $0 | $240,524 | $8,277 | ||
| DEVIN SALAZAR | |||||||
| BOARD DIRECTOR | 40.00 | 0.00 | Yes (X) | $102,048 | $0 | $42,731 | |
| SONJA O STEVES | |||||||
| FORMER SR. VP | 0.00 | 0.00 | $0 | $143,920 | -$65,916 | ||
| JERRY PETTY | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $15,000 | $0 | |
| JEFF HEMSTREET MD | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSE CUOMO | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE CHUN MD | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA DICKEY | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH DESANTIS | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE ULVEN | |||||||
| BOARD DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,054,119 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,520,212 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $669,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 164 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NW ACUTE CARE SPECIALIST PC | |||||
| 825 NE MULTNOMAH ST STE 240 | PORTLAND | OR | 97232 | MEDICAL SERVICES | $5,089,448 |
| SILVER FALLS ANESTHESIA LLC | |||||
| PO BOX 92 | SILVERTON | OR | 97381 | PATIENT SERVICE | $2,547,513 |
| PT NORTHWEST LLC | |||||
| 685 36TH AVE NE | SALEM | OR | 97301 | PATIENT SERVICE | $1,561,727 |
| LOCUMTENENSCOM LLC | |||||
| PO BOX 405547 | ATLANTA | GA | 30384 | STAFFING SERVICES | $604,697 |
| LANGUAGE LINE SERVICES INC | |||||
| 15115 SW SEQUOIA PKWY | PORTLAND | OR | 97224 | INTERPRETING SERVICES | $253,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $605,694 | RelatedOrganizationsAmt |
| Total Contributions | $605,694 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | BusinessBusinessCd | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| CAFE, PHARMACY & ETC | $379,103 | $379,103 | |||
| PATIENT PROGRAM REV | $129,306,510 | 621110 | $129,306,510 | ||
| PHARMACY | $75,293 | $75,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,760,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $174,847 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$174,847 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$174,847 | TotalRevenueColumnAmt |
| Exclusion | -$174,847 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,191,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,306,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,293 | UnrelatedBusinessRevenueAmt |
| Exclusion | $204,256 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,066 | TotalAmt |
| Program Services | $46,066 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,267,331 | TotalAmt |
| Program Services | $2,747,910 | ProgramServicesAmt |
| Management And General | $519,421 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,970,104 | TotalAmt |
| Program Services | $53,318,133 | ProgramServicesAmt |
| Management And General | $5,651,971 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,010,704 | TotalAmt |
| Program Services | $1,570,255 | ProgramServicesAmt |
| Management And General | $1,440,449 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,554,095 | TotalAmt |
| Program Services | $4,347,334 | ProgramServicesAmt |
| Management And General | $4,206,761 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,893,714 | TotalAmt |
| Program Services | $2,070,814 | ProgramServicesAmt |
| Management And General | $1,822,900 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,000 | TotalAmt |
| Management And General | $566,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,768,206 | TotalAmt |
| Program Services | $5,768,206 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,719,143 | TotalAmt |
| Program Services | $12,776,067 | ProgramServicesAmt |
| Management And General | $943,076 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540,655 | TotalAmt |
| Program Services | $1,766,402 | ProgramServicesAmt |
| Management And General | $774,253 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,920 | TotalAmt |
| Program Services | $18,021 | ProgramServicesAmt |
| Management And General | $7,899 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,248 | TotalAmt |
| Program Services | $663,445 | ProgramServicesAmt |
| Management And General | $290,803 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,281 | TotalAmt |
| Program Services | $2,108,902 | ProgramServicesAmt |
| Management And General | $924,379 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,110 | TotalAmt |
| Program Services | $933,584 | ProgramServicesAmt |
| Management And General | $199,526 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICES FEES | $15,297,900 | $15,297,900 | |
| CONTRACT SERVICES | $10,858,177 | $2,734,260 | $8,123,917 |
| PROVIDER TAX | $5,773,802 | $5,773,802 | |
| BAD DEBTS | $3,850,418 | $3,850,418 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,121 | TotalAmt |
| Program Services | $377,960 | ProgramServicesAmt |
| Management And General | $239,161 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,879,995 | TotalAmt |
| Program Services | $106,261,236 | ProgramServicesAmt |
| Management And General | $35,618,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,673 | BOYAmt |
| EOY | $94,354 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,473,062 | BOYAmt |
| EOY | $18,190,131 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,728 | BOYAmt |
| EOY | $639,184 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,557 | BOYAmt |
| EOY | $90,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,709,391 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,968,844 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,835,269 | BOYAmt |
| EOY | $30,740,547 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,781,024 | BOYAmt |
| EOY | -$13,657,721 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,618,919 | BOYAmt |
| EOY | $36,097,181 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,069,543 | BOYAmt |
| EOY | $10,828,713 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600,732 | BOYAmt |
| EOY | $26,008,066 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,670,275 | BOYAmt |
| EOY | $36,836,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,948,644 | BOYAmt |
| EOY | -$739,598 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,948,644 | BOYAmt |
| EOY | -$739,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,618,919 | BOYAmt |
| EOY | $36,097,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$11,688,242 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $335,335 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $335,335 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,456,791 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,751,952,825 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,456,791 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,752,288,160 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,000,000 | CurrentYearMinus1Amt |
| Current Year | $2,000,000 | CurrentYearAmt |
| Total | $8,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $12,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $402,167 | CurrentYearMinus3Amt |
| Current Year Minus2 | $285,875 | CurrentYearMinus2Amt |
| Current Year Minus1 | $294,138 | CurrentYearMinus1Amt |
| Current Year | $335,335 | CurrentYearAmt |
| Total | $1,317,515 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $500,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $500,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $500,000 | CurrentYearMinus1Amt |
| Current Year | $500,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,000,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,081,112 | BeginningYearBalanceAmt |
| Contributions | $450,609 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,641 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $315,939 | OtherExpendituresAmt |
| End Year Balance | $1,214,141 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,075,387 | BeginningYearBalanceAmt |
| Contributions | $136,113 | ContributionsAmt |
| Investment Earnings Or Losses | $853 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $131,241 | OtherExpendituresAmt |
| End Year Balance | $1,081,112 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,027,086 | BeginningYearBalanceAmt |
| Contributions | $345,761 | ContributionsAmt |
| Investment Earnings Or Losses | $10,105 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $307,565 | OtherExpendituresAmt |
| End Year Balance | $1,075,387 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $812,648 | BeginningYearBalanceAmt |
| Contributions | $268,702 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,895 | OtherExpendituresAmt |
| End Year Balance | $1,027,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,070 | BeginningYearBalanceAmt |
| Contributions | $329,144 | ContributionsAmt |
| Investment Earnings Or Losses | $406 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,972 | OtherExpendituresAmt |
| End Year Balance | $812,648 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,740,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,740,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,160,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,209,309 | DepreciationAmt |
| Book Value | $10,951,513 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,866 | DepreciationAmt |
| Book Value | $3,200 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,515,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,745,669 | DepreciationAmt |
| Book Value | $6,769,849 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,275,985 | OtherCostOrOtherBasisAmt |
| Book Value | $10,275,985 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,740,547 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| I/C AFFILIATE DEBT | $22,507,065 |
| OTHER NONCURRENT LIABILITIES | $3,501,000 |
| Rounding | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,008,066 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $129,297,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $129,297,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $894,753 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $894,753 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $130,191,753 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $141,273,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $141,273,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $606,995 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $606,995 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,879,995 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Endowment funds disclosed in Part V are used to improve the healthcare of the community as designated by the donors. Silverton Health Foundation maintains all charitable gifts including endowment funds for the benefit of Silverton Health and it's programs. Income from permanently restricted net assets is accounted for in accordance with the donors' instructions.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | PROGRAM SERVICE REVENUE $407019 FOUNDATION CONTRIBUTION $317677 FOUNDATION CAPITAL CONTRIBUTION $288016 ROUNDING $-591 GAIN / LOSS ON SALE OF ASSETS $-174846 OTHER NONOP REV $57478 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION DONATION $317677 GAIN / LOSS OF SALE OF ASSETS $-174846 ROUNDING $-333 PROGRAM SERVICE REVENUE $407019 OTHER NONOP REVENUE $57478 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,195,748 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,195,748 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03660 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,583,922 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $37,267,987 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,315,935 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07270 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,761,633 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,053,545 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $708,088 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00500 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $54,541,303 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $38,321,532 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,219,771 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11430 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $134,834 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $134,834 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $334,070 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $334,070 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,001,070 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,814,636 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,186,434 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01540 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $49,591 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $49,591 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,519,565 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,814,636 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,704,929 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01910 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $81,060,868 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $62,136,168 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,924,700 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13340 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,850,418 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $7,078,012 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $7,554,381 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$476,369 | MedicareSurplusOrShortfallAmt |
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Silverton Hospital | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 FAIRVIEW ST | AddressLine1Txt |
| City | SILVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.legacyhealth.org | WebsiteAddressTxt |
| State License | 14-0030 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Silverton Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.legacyhealth.org | OwnWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | www.legacyhealth.org | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.0000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.0000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.legacyhealth.org | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | www.legacyhealth.org | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | www.legacyhealth.org | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Facility: Silverton Hospital - Part V, Section B, Line 5 | Every five years, Marion and Polk Counties, in partnership with local health professionals and community organizations, come together to describe the health of the community by conducting a Community Health Assessment(CHA). The CHA gathers data from various reliable sources to identify local strengths and the most pressing health challenges using an evidence based framework.In January 2018, Marion County Health & Human Services, Polk County Health Department, Willamette Valley Community Health (WVCH), local health professionals, and community partners began a new MAPP (Mobilizing for Action through Planning and Partnerships) cycle to assess and improve the health of the community. MAPP is a multi-phase, evidence-based framework, created by the National Association ofCounty Health Officials (NACCHO, that involves multiple assessments, the identification of strategic issues,and the development,implementation, and evaluation of strategies to address these issues.Silverton Health (SH) participated in the 2019 Marion-Polk Community Health Assessment (CHA) conducted by Marion and Polk counties, as well as participated in the Marion-Polk CHA Steering Committee that provided direction for the MAPP process and development of the Marion-Polk Community Health Assessment. The Steering Committee was comprised of members from Marion and Polk county public health agencies, the regional coordinated care organization, hospital organizations, academia, community-based organizations, transportation and local governmental agencies.In 2022, the CHA/CHIP partnership conducted a survey to follow up on the assessment conducted in 2018 to check back in with the community regarding the health priorities selected. Additionally, this information was used to allocate resources and determine if another priority area should be added to the Community Health Improvement Plan. The target population for the survey was anyone who lived, worked, or played in Marion or Polk County. It was primarily available electronically on the internet; however paper versions were made available to community partners. The survey was translated into two more languages (Marshallese and Russian), in addition to English and Spanish. The questions on the survey were largely unchanged to provide a comparison point, although a few more demographic questions were added to provide more granular data around race, ethnicity, sexual orientation,and gender identity. In total, 1,181 participants took the survey, which was an increase 90% compared to 2018(621 responses). |
| Facility: Silverton Hospital - Part V, Section B, Line 6a | The Core Group was made up of staff from Marion County Health & Human Services, Polk County Health Department, and the local CCO Willamette Valley Community Health (WVCH).The following organizations were represented on the Steering Committee:* Kaiser Permanente* Salem Health* Santiam Hospital |
| Facility: Silverton Hospital - Part V, Section B, Line 11 | The 2019 Marion-Polk CHA has been updated annually. Findings from the 2022 updated CHA assessments re-confirmed the eight strategic issues originally deemed most important by community members, identified obesity prevention as a future area of improvement,and re-established Behavioral Health Support,Housing, and Substance Use as priority focus areas for community-based health improvement efforts.As with our prior CHNA and CHIP work, the current Legacy Silverton Medical Center CHNA report is based on the findings of the collaborative Marion-Polk CHAs, specifically the 2022 Update.No singular health care facility or community health organization can remedy all the health and social issues present in our community. The four areas the Legacy Silverton Medical Center prioritized (access to health care, behavioral health supports, food environment/food insecurity, and substance use) are those we have the capacity to impact during the FY2023-FY2025 CHIP period. The remaining four strategic issues in Marion and Polk counties (economic stability, education, housing, and transportation) ideally will be addressed by other local health systems and community-based organizations. Legacy Silverton is committed to engaging with our partner community organizations and health systems to address these remaining issues, when possible. |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| WOODBURN FAMLY MEDICINE | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | PRIMARY CARE CLINIC |
| WOODBURN DIAGNOSTIC IMAGING | ||||
| 693 RAY J GLATT CIRCLE | WOODBURN | OR | 97071 | OUTPATIENT CLINIC |
| SH SPECIALIST CLINIC | ||||
| 452 WELCH ST | SILVERTON | OR | 97381 | SPECIALIST CLINIC |
| MT ANGEL FAMILY MEDICINE | ||||
| 250 W MARQUAM ST | MT ANGEL | OR | 97362 | PRIMARY CARE CLINIC |
| SILVERTON REHAB SERVICES | ||||
| 240 PHELPS ST | SILVERTON | OR | 97381 | OUTPATIENT CLINIC |
| WOODBURN IMMEDIATE CARE | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | URGENT CARE CLINIC |
| WOODBURN REHAB SERVICES | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | OUTPATIENT CLINIC |
| WOODBURN GENERAL SURGERY | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | SPECIALIST CLINIC |
| MIDWIFERY AND WOMENS WELLNESS | ||||
| 409 WELCH ST | SILVERTON | OR | 97381 | PRIMARY CARE CLINIC |
| KEIZER HEALTH CENTER | ||||
| 5685 INLAND SHORES WAY N | KEIZER | OR | 97303 | PRIMARY CARE CLINIC |
| SILVERTON FAMILY PHYSICIANS | ||||
| 347 FAIRVIEW ST | SILVERTON | OR | 97381 | PRIMARY CARE CLINIC |
| SILVERTON INTERNAL MEDICINE | ||||
| 347 FAIRVIEW ST | SILVERTON | OR | 97381 | PRIMARY CARE CLINIC |
| WOODBURN SURGERY CENTER | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | OUTPATIENT CLINIC |
| WOODBURN STEPS | ||||
| 1475 MT HOOD AVE | WOODBURN | OR | 97071 | OUTPATIENT CLINIC |
| MCCLAINE STREET CLINIC | ||||
| 442 MCCLAINE ST | SILVERTON | OR | 97381 | PRIMARY CARE CLINIC |
| TUKWILA MENTAL HEALTH | ||||
| 693 RAY J GLATT CIRCLE | WOODBURN | OR | 97071 | OUTPATIENT CLINIC |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense | Silverton Health (SH) uses many different approaches to inform and educate patients on the availability of financial assistance as is described later in Part VI of Schedule H. Still, many patients do not respond to requests for information or provide appropriate documentation to benefit from financial assistance. Also, patients may experience adverse changes in their medical and financial situation which affect their ability to pay. As a result, SH must report these amounts as bad debt. |
| Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit | SH screens patients for presumptive charity eligibility prior to assignment to bad debt, in effort to help capture eligible patient population that may qualify for Financial Assistance. As a result, no additional portion of the bad debt expense is attributable to patients eligible under the organizations financial assistance policy.In prior years, SH estimated the amount of bad debt expenses attributable to financial assistance policy using demographic profile of household income and average household size in the zip code areas under the hospital. However, with the additional tools and resources available, SH is able to proactively identify patient accounts that are eligible for financial assistance. |
| Part III, Line 4 - Bad Debt Expense | The footnote that explains the Legacy bad debt expense can be found on page 9 of the attached audited financial statements. |
| Part III, Line 8 - Explanation Of Shortfall As Community Benefit | The entire Medicare shortfall should be considered a community benefit. Medicare shortfalls must be absorbed by the hospital in order to continue treating the elderly in the community served by the hospital. The hospital provides care regardless of this shortfall and thereby relieves the federal government of the burden of paying the full cost for Medicare beneficiaries. The Medicare amounts listed in Part III Section B. on lines 5, 6, and 7 do not represent all of the organization's revenues and costs associated with its participation in Medicare programs. The methodology used in reporting in Part III Section B Medicare is inconsistent with the other sections in Schedule H, as the instructions limit Medicare revenues and allowable cost to those from only the Medicare Cost Report. Revenue and costs from Medicare Part C patients, Part B physician services billed by the organization, and clinical laboratory services weren't included. In addition, hospitals incur other costs to provide care that Medicare does not allow in the cost report, such as Physician Call pay to ensure adequate physician coverage for the ED. The total revenues and costs attributable to all Medicare services are $24,620,425 and $38,558,449 respectively. This results in a total Medicare shortfall of $13,938,024.Costing Methodology (Part III, Line 8).Medicare allowable costs were calculated using the costing methodologies in the Medicare Cost Report. The cost report arrives at total allowable hospital cost through a cost finding process that includes direct cost allocations and a step-down allocation of indirect or overhead costs. Inpatient operating costs are composed of general inpatient routine and ICU unit costs derived from cost per diems, as well as inpatient ancillary service costs that utilize cost to charge ratios to arrive at cost. Apportionment of cost applicable to hospital outpatient services is through the application of cost to charge ratios. This excludes other costs incurred to provide services of the hospital to the community that the cost report deems as unallowable costs, such as Physician on-call pay. |
| Part III, Line 9b - Provisions On Collection Practices For Qualified Patients | Legacy provides care without charge or at amounts less than its established rates to patients who meet certain criteria under its financial assistance policy. Since Legacy does not pursue collection of amounts determined to qualify as charity care, they are excluded from net patient service revenues. |
| Part VI, Line 2 - Needs Assessment | Legacy Senior leadership, in conjunction with the Community Benefit staff works with local community-based partners to understand the needs of the community. The goal is to understand the needs and develop programs specific to the community. Involvement is both proactive and responsive - a leadership role in initiating programs as well as being readily available as a collaborative partner when the community asks. The outcome of this work is the development of both long-term and fiscal year plans. The outcome of this work is the development of both long-term and fiscal year plans. These are then aligned to the community health needs identified in the formal CHNA. The region served by the Legacy Silverton Medical Center, along with most of Oregon, is experiencing significant challenges in population growth, economic development, education and health care. Recognizing that social and economic determinants impact health, Legacy Silverton has been and will remain committed to addressing these issues to improve the health of all residents in the community and ensure equity among ethnically diverse populations. |
| Part VI, Line 3 - Patient Education of Eligibility for Assistance | Legacy Silverton Medical Center employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, COBRA, veterans assistance, Legacys financial assistance program, and public assistance programs, such as Medicaid. In support of its mission, Legacy Silverton provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care are determined based on eligibility for insurance coverage, household income, catastrophic medical events, or other information supporting a patients inability to pay for services provided. Specifically, Legacy Silverton provides an uninsured discount of 35% to self-pay patients with no coverage. Additional discounts, on a sliding scale, are available to patients whose household income is less than 400% of the federal poverty level. For patients whose household income is at or below 300% of the federal poverty level, a full subsidy is available. In addition to the household income criteria, other catastrophic or economic circumstances are considered in determining eligibility for charity care. In addition to financial counselors and social workers, Legacy Silverton Medical Center makes every effort to communicate its Financial Assistance Program to all patients. This includes signage in main admitting areas of the hospital and brochures explaining financial assistance in all patient care areas, translated for patients/individuals with limited English proficiency (LEP). Financial counselors are available to assist patients in understanding and applying for available resources, including the Legacy Silverton Financial Assistance Program.Financial counselors are available to assist patients in understanding and applying for available resources, including the Legacy Silverton Financial Assistance Program. Legacy Silvertons website also has information about the availability of financial assistance. Legacy Silverton offers financial assistance customer service Monday through Friday, as well as the availability of voicemail so patients can leave confidential, detailed messages during non-business hours. Legacy Silverton Medical Centers website also has information about the availability of financial assistance. Legacy Silverton offers financial assistance customer service Monday through Friday, as well as the availability of voicemail so patients can leave confidential, detailed messages during non-business hours. Patients are encouraged to sign up for MyHealth, a secure online tool toaccess their medical record. Using their MyHealth account they can correspond with a financial counselor via email. Finally, all of Legacys billing statements include information regarding the availability of financial assistance. If Legacy Silverton requires the use of a collection agency, those agencies are required to provide a telephone number for patients to call to request financial assistance. Annual education is provided to all admitting staff, so they can be kept informed of and speak with knowledge about current financial assistance policies and options. Legacy Silverton provides copies of the latest policies in main admitting areas, as well as with the hospital financial counselor, online via the website and through MyHealth. |
| Part VI, Line 4 - Community Information | Legacy Silverton Medical Center is a nonprofit regional hospital located in Silverton, Oregon. Legacy Silverton sits in the heart of the Willamette Valley, located in Marion County. The medical center is located 14 miles northeast of Salem and 43 miles south of downtown Portland. Founded in 1917, the 48-bed facility has been at its current location since 1938. Silverton Hospital joined Legacy Health in 2016, making Legacy Silverton the newest member of the Legacy Health system.Legacy Silverton is a full-service community hospital that offers a comprehensive mix of services. These services include a Level IV trauma center, a 24-hour emergency department, family birth center, diagnostic imaging, orthopedics/sports medicine, nutrition services, wound care and infusion services. Legacy Silverton Medical Center defines its service areas by geographic location and where patients live. The primary service areas include the cities and towns of Silverton, Woodburn, Mt. Angel, Scotts Mills, Gervais, Molalla and Salem. Marion County, Oregons fifth most populous county, represents the majority of Legacy Silvertons service area and covers about 1,200 square miles. As of 2020, it is estimated that 345,920 people live in Marion County. Since 2010, the population has increased by about 10% which is similar to the increase in the state as a whole (10%). In Marion County there were a larger number of people living per square mile compared to the state. About 27% of community members identified as Hispanic or Latinx which was higher than the state (13%) and had a higher proportion of members who identified as Multiracial or Other race. About one out of every four households (25%) in Marion County spoke a language other than English at home compared to the state (15%), with Spanish being the most common language followed by various Asian or Pacific Islander languages and Russian. Marion County residents have a lower household income compared to the state and although poverty rates have been decreasing in this community and the state in recent years, Marion has a higher proportion of community members living below the federal poverty level and greater reliance on public assistance. Marion County has a lower percentage of members who earned a high school diploma, GED, or higher level of degree (81-85%) compared to the state (87%), and a smaller percent of people with a bachelors degree or higher (24%) compared to the state (34%). |
| Part VI, Line 5 - Promotion of Community Health | The Legacy Health system is involved in several activities and provides a wide variety of services that engage community members and promote community health. For example, the Legacy Health Board is comprised of volunteer community leaders, hospital administrators and representatives of the Lutheran and Episcopal churches who guide Legacys efforts in meeting its mission of providing good health for our people, our patients, our communities and our world. Legacy Silverton Medical Center has its own Board of Directors with representatives from the Medical Center administration and local community-based organizations, businesses and agencies. This Board reports to the Legacy Health Board of Directors. A Community-Based Advisory Committee (CBAC) was formed to assist the Community Benefit department with the development and implementation of the Community Health Needs Assessments (CHNAs) and Community Health Implementation Plans (CHIPs) for each Legacy Medical Center. Legacy Community Benefit and the CBAC work closely with partners in Marion and Polk counties to assess local community needs and describe how the Legacy Silverton Medical Center will address these needs and evaluate the effectiveness of its efforts within its service community. Legacy Silverton Medical Center and other Legacy hospitals contribute in-kind lab services to safety net clinics in their service areas. Non-cash donations of clinical and non-clinical services and items, e.g., screenings and support services, internships, information and referral services, and health fairs, also are provided to the community. Legacy Healths supply warehouse is open to local non-profit organizations to obtain surplus equipment and furniture. In addition, free office and conference space and other infrastructure services are made available to local non-profit organizations in the Legacy Silverton service area for a variety of uses.The Legacy Silverton Medical Center medical staff is open,with physicians submitting credentialing information that is reviewed according to Legacy Health policies and standards.Legacy Silverton Medical Center collaborates with other health care providers, community-based organizations, business and the public on projects to improve the health of the community. One example of clinically based partnerships includes, among others: CARES NW (Child Abuse Response and Evaluation Services), a collaboration among four health systems Kaiser Permanente, OHSU Doernbecher Childrens Hospital, Providence Childrens Health and Randall Childrens Hospital at Legacy Emanuel; Legacy Emanuel serves as the employer and donates the infrastructure. Additionally, the first collaborative medical initiative of its kind in the Pacific Northwest, Unity Center for Behavioral Health, is a joint effort between Adventist Health, Kaiser Permanente, Oregon Health & Science University and Legacy Health, providing psychiatric emergency services. Legacy has collaborated with more than a dozen community mental health partners in developing this new psychiatric center. |
| Part VI, Line 6 - Affilated Health Care System | The Legacy Silverton Medical Center is a subsidiary of Legacy Health. Legacy Health is a nonprofit health system driven by our mission to improve the health of those around us. We offer a unique blend of health services across the Portland/Vancouver metro area and mid-Willamette Valley from wellness and urgent care to dedicated childrens services and advanced medical centers we care for patients of all ages when and where they need us. With an eye toward a healthier community, our partnerships tackle vital issues such as housing and mental health.Legacy Health strives to help everyone live healthier and better lives, with the vision of being essential to the health of the region. Legacy Health currently includes: Six hospitals; dedicated childrens care at Randall Childrens Hospital at Legacy Emanuel More than 70 primary, specialty and urgent care clinics Nearly 3,000 doctors and other advanced providers Almost 14,000 employees Laboratory, research and hospice services Partnership with PacificSource health plan In the fall of 2018, Legacy Health partnered with Providence Health & Services, PeaceHealth and Kaiser Permanente NW to establish the Health Systems Access to Care Fund through the Oregon Community Foundation. The monies donated by these health systems are awarded to community supported health clinics in Oregon and SW Washington to strengthen their infrastructure and capacity to respond to changing patient needs resulting from Medicaid transformation, ongoing healthcare reform and insufficient access to health services. From 2018-2023, the Fund distributed $2,673,000 to 11 organizations to enhance access to care for some of the most marginalized people in the Portland metropolitan area and in Marion County.Recognizing that health professions are lacking in diversity, Legacy established the Health Occupation Profession and Education program (HOPE, formerly Youth Employment in Summer). Each year between 5-15 students of ethnically diverse communities have access to paid summer employment in departments where they work with health professionals. Students are paid between $15-18 per hour and may work up to 400 hours over the summer. HOPE students also receive college scholarships between $3,000 and $10,000 annually. Students remain in the program if they remain in school and pursue health careers. Some students remain in the program as long as seven years and graduate with a range of degrees from imaging technician to Bachelor of Science in nursing to medical doctor. Most students are the first in their family to go to college. Legacy Health trains interns and residents through its nationally accredited graduate medical education program and partners with local nursing and other health professional schools and programs to provide practical training and education. In 1986, nurses at the Legacy Emanuel Medical Centers Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program; a program that continues today across all Legacy service communities, although the program is managed from the Emanuel Medical Center. In FY23 TNTT has continued to offer virtual classes and brought back in-person classes to provide important safety education to all ages. In FY23 TNTT offered 144 court ordered classes, 24 senior falls prevention classes, and multiple school, parent, and young driver safety education classes. Legacy Emanuel staff fit and distributed 3937 low-cost helmets and safety gear to children, of which 47% were donated. TNTT also began teaching Stop the Bleed in schools and to businesses that are interested in saving lives before medical personnel can arrive. 30 Stop the Bleed presentations were given to various community members. Legacy staff members also provided new parents with training to reduce the incidences of shaken baby syndrome as well as an education and awareness program about window safety (to prevent children falling from upper stories). In FY23 Legacy Health contributed system-wide over $689M in community benefit across all reportable categories, including financial assistance. Of the $689M total community benefit, $913K was allocated through strategic investments and grant making to community-based organizations to address access to health care, behavioral health support, food environment/food security and substance use. |
| Part VI, Line 7 - States Filing of Community Benefit Report | OR |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|
| PATIENT NEEDS FOR SAFE DISCHARGE | $19,042 | TRANSPORTATION |
| PATIENT NEEDS FOR SAFE DISCHARGE | $24,624 | HOUSING, SHELTER, TRANSPORTATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Legacy reviews all organizations prior to donating cash or supplies to ensure their 501(c)(3) status. Legacy regularly donates supplies to Medical Teams International for disaster relief. Several Legacy medical staff members, volunteer for Medical Teams International. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER GLADNEY | ||||||||||||
| SR VP | $714,135 | $175,000 | -$2,850 | $8,862 | $32,232 | $927,379 | ||||||
| AMY ZASTROW MD | ||||||||||||
| MEDICAL DIRECTOR | $313,019 | -$106 | $5,048 | $12,973 | $330,934 | |||||||
| ANDREW NELSON DO | ||||||||||||
| ORTHO SURGEON | $498,524 | $42,728 | $15,250 | $12,541 | $731,910 | $162,867 | ||||||
| ANITA N IYENGER | ||||||||||||
| SR VP | $681,904 | -$4,906 | -$17,629 | $26,331 | $685,700 | |||||||
| ANNA L LOOMIS | ||||||||||||
| CFO & TREASURER | $926,864 | -$3,743 | $15,250 | $27,575 | $965,946 | |||||||
| ANNE T GREER | ||||||||||||
| FORMER INT VP & SECRETARY | $37,602 | $334,886 | -$6,422 | $2,056 | $368,122 | |||||||
| BRYCE R HELGERSON | ||||||||||||
| FORMER SR. VP | $155,209 | $782,244 | -$82,689 | $3,797 | $858,561 | |||||||
| CHRISTOPHER S THOMING MD | ||||||||||||
| INTERIM PRESIDENT | $491,768 | $46,802 | $1,958 | $15,250 | $55,943 | $611,721 | ||||||
| JAMES H STAGEMAN MD | ||||||||||||
| HOSPITALIST | $307,601 | $14,916 | $24,400 | $37,127 | $431,995 | $47,951 | ||||||
| JOHN A GILLIAM MD | ||||||||||||
| BOARD DIRECTOR | $337,408 | $53,187 | -$4,063 | $35,584 | $474,389 | $52,273 | ||||||
| JOHN J KENAGY | ||||||||||||
| SR VP | $667,187 | $29,679 | $37,067 | -$21,931 | $41,379 | $753,381 | ||||||
| JOHN SAUER MD | ||||||||||||
| MEDICAL DIRECTOR | $472,500 | -$842 | $10,801 | $34,625 | $565,172 | $48,088 | ||||||
| JONATHAN E AVERY | ||||||||||||
| HOSPITAL PRESIDENT | $653,354 | $61,145 | $23,722 | $7,161 | $42,532 | $787,914 | ||||||
| JULIAN J USELMAN MD | ||||||||||||
| Chairman | $317,406 | $2,241 | $21,350 | $14,380 | $396,867 | $41,490 | ||||||
| KAREN M BRADY | ||||||||||||
| VP, CNO | $303,780 | $2,109 | $24,806 | $18,702 | $349,397 | |||||||
| KATHRYN CORREIA | ||||||||||||
| President & CEO | $1,847,531 | $293,739 | -$617 | $44,970 | $2,185,623 | |||||||
| KECIA M KELLY | ||||||||||||
| SR VP | $488,702 | $51,101 | -$9,683 | $11,907 | $36,433 | $578,460 | ||||||
| KEITH HAUGEN MD | ||||||||||||
| VICE CHAIR | $357,107 | $46,175 | $4,889 | $37,105 | $502,265 | $56,989 | ||||||
| LISA J GOREN | ||||||||||||
| SR VP | $486,750 | -$3,345 | $28,506 | $25,191 | $537,102 | |||||||
| MAUREEN A BRADLEY | ||||||||||||
| SR VP | $411,327 | $7,823 | -$24,803 | $19,458 | $413,805 | |||||||
| MELINDA J MULLER MD | ||||||||||||
| SR VP | $545,803 | $12,778 | $2,823 | -$28,952 | $40,384 | $572,836 | ||||||
| PAUL A BREWER MD | ||||||||||||
| ORTHO SURGEON | $434,626 | -$6,387 | $12,200 | $26,677 | $513,537 | $46,421 | ||||||
| SARAH K BREWER | ||||||||||||
| FORMER HOSPITAL PRESIDENT | $181,338 | $59,186 | $8,277 | $248,801 | ||||||||
| SETH R PODOLSKY | ||||||||||||
| SR VP | $644,050 | $30,000 | $686,221 | -$6,017 | $37,977 | $1,392,231 | ||||||
| SONJA O STEVES | ||||||||||||
| FORMER SR. VP | $85,581 | $402 | $57,937 | -$75,295 | $9,379 | $78,004 | ||||||
| TRENT S GREEN | ||||||||||||
| SR VP | $574,423 | $241,698 | -$15,586 | $21,345 | $821,880 | |||||||
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 5b: Explanation of organization compensation based on revenues of related organization | Physicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue. |
| Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or | Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. |
| Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs | Legacy enters into initial employment agreements with Executives that qualify under the initial contract exception. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee relies on comparable market data and all decisions are documented |
| Part III, Additional Information | Sch J, Part 1, Question 3 Regarding Compensation PracticesExecutive 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 toexecutives during the current year and were reported on prior form 990 returns. These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. Distributions from 457(b) plans, reported to the employee on a 1099-R, are also included as other compensation. In addition, imputed income for insurance and other benefits is included in other compensation as well as any severance related payments.Column C - Deferred compensation includes the contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments.The defined contribution plan is available to all employees as they become qualified to participate. The pension restoration plan provides executive pension benefits in excess of IRS mandated limits on eligible compensation to key executives. The benefits are unfunded and subject to forfeiture. Executive pension benefits are intended to make the executive's retirement benefit, as a proportion of their final average salary, comparable to all other employees, and are treated as income when paid.Column D - Nontaxable benefits include company paid health and welfare and long term care and disability benefits under group plans.Column F - Current year compensation reported as deferred in prior years. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PAUL A BREWER MD | |||
| FAM MEM OF KE | $474,660 | EMPLOYMENT | false |
| MAGGIE DESANTIS REED | |||
| FAM OF BOARD MEM | $33,123 | EMPLOYMENT | false |
| BENJAMIN REED | |||
| FAM OF BOARD MEM | $34,377 | EMPLOYMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:LINE 1:(A) NAME OF PERSON: PAUL A. BREWER, MD(D) DESCRIPTION OF TRANSACTION: PAUL BREWER IS A HIGHLY COMPENSATED EMPLOYEE OF SILVERTON HEALTH AND ALSO SPOUSE OF FORMER HOSPITAL PRESIDENT SARAH BREWER.LINE 2:(A) NAME OF PERSON: MAGGIE DESANTIS REED(D) DESCRIPTION OF TRANSACTION: MAGGIE DESANTIS REED IS AN EMPLOYEE OF SILVERTON HEALTH AND ALSO FAMILY MEMBER OF BOARD DIRECTOR SARAH DESANTIS.LINE 3:(A) NAME OF PERSON: BENJAMIN REED(D) DESCRIPTION OF TRANSACTION: BENJAMIN REED IS AN EMPLOYEE OF SILVERTON HEALTH AND ALSO FAMILY MEMBER OF BOARD DIRECTOR SARAH DESANTIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 3 | 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. |
| Form 990, Part VI, Section A, Line 6 | Legacy Health is the sole member of Silverton Health. |
| Form 990, Part VI, Section A, Line 7a | The affairs of Silverton Health are managed by the Board of Directors that includes the following:1. President of Silverton Health Medical Staff who serves Ex-Officio2. Elected Directors, and 3. One Legacy Director who is a voting member of the Legacy Health Board of Directors and appointed by Legacy Health |
| Form 990, Part VI, Section A, Line 7b | The Elected Directors are nominated by Silverton Health for election by Legacy Health. Legacy Health can elect an Elected Director to the Board of Directors only if the Silverton Health Board has nominated that Director. |
| Form 990, Part VI, Section B, Line 11b | The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit and Compliance Committee received a memorandum with draft 990 returns for Legacy and Legacy Emanuel Hospital & Health Center highlighting key areas and requesting feedback. Questions from the Board Audit and Compliance Committee are answered and changes made where appropriate. Any significant differences in disclosure from the draft 990 to the final 990 return for other affiliated entities, including Silverton Health are provided to the Board Audit and Compliance Committee. Depending on the deadline for the 990 return filing and the Board Audit and Compliance Committee meeting this discussion may take place following the filing of the return. |
| Form 990, Part VI, Section B, Line 12c | The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees are required to disclose any conflict of interest per the Standard of Conduct policy. Certain groups have annual formal disclosure requirements, Executives and non-employees in leadership positions complete the Conflict Disclosure Statement from the Standards of Conduct policy annually. Officers, Directors, Trustees, Key and Highly Compensated employees are also required to complete a questionnaire covering business relationships, business transactions with interested parties, loans and grants. Conflict Disclosure Statements and questionnaires are returned to Legacy Corporate Compliance or Tax Departments for review of the disclosure. If a conflict is disclosed, or identified through any other means, Legacy Corporate Compliance ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g. Audit and Compliance Committee of the Board). |
| Form 990, Part VI, Section B, Line 15b | The following describes the compensation practices of Legacy Health and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates, and are accountable for the effective day-to-day operation of the system.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. |
| Form 990, Part VI, Section C, Line 19 | Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. Legacy's audited consolidated financial statements include consolidating schedules which highlights Silverton Health's financial results.When changes are made to the Silverton Health Articles or Bylaws, Silverton Health 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 Schedule J | Schedule J Reporting of Officers and Senior Management on Legacy Affilate Returns. The Legacy Officers, Senior Vice Presidents and other key employees may have responsibilities for the operations of the entire health system, including the affiliated entities. Their compensation is paid from and reported on the Legacy return(EIN 23-7426300). The compensation is reported again for informational purposes on related affiliated entity returns including, Legacy Emanuel Hospital & Health Center, Legacy Good Samaritan Hospital and Medical Center, Legacy Meridian Park Hospital, Legacy Mount Hood Medical Center, Legacy Salmon Creek Hospital, Silverton Health, and Legacy Visiting Nurse Association. |
| Form 990, Part IV, question 12 | Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting SH's financial results. |
| Form 990, Part VI, question 2 | Legacy Health System CPC, LLC (CPC) is a common pay agent for Legacy and its affiliates. The CPC files all required federal employment tax returns for Legacy and its affiliates. The number of employees reported on Form W-3 for LSCH is 827. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SILVERTON HEALTH FOUNDATION | ||||||||||
| 342 FAIRVIEW STREET | SILVERTON | OR | 97381 | 930913392 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| LEGACY HEALTH | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 237426300 | HEALTHCARE | OR | 501(C)(3) | 11b | N/A | false |
| LEGACY EMANUEL HOSPITAL & HEALTH CENTER | ||||||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | ||||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY MERIDIAN PARK HOSPITAL | ||||||||||
| 19300 SW 65TH AVE | TUALATIN | OR | 97062 | 930618975 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY MOUNT HOOD MEDICAL CENTER | ||||||||||
| 24800 SE STARK ST | GRESHAM | OR | 97030 | 930591528 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY SALMON CREEK HOSPITAL | ||||||||||
| 2211 NE 139TH ST | VANCOUVER | WA | 98686 | 331065485 | HOSPITAL | WA | 501(C)(3) | 3 | N/A | false |
| LEGACY VISITING NURSE ASSOCIATION | ||||||||||
| 815 NE DAVIS ST | PORTLAND | OR | 97210 | 930848530 | HOSPICE | OR | 501(C)(3) | 9 | N/A | false |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| GOOD SAMARITAN FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 830433165 | CHARITABLE FOUNDATION | WA | 501(C)(3) | 7 | N/A | false |
| LEGACY HEALTH FOUNDATION | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 465562403 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SILVERTON HEALTH FOUNDATION | ||
| c | $317,677 | Cash |
| SILVERTON HEALTH FOUNDATION | ||
| i | $288,016 | Cash |
Comments