LEGACY EMANUEL HOSPITAL & HEALTH CENTER: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY EMANUEL HOSPITAL & HEALTH CENTER (EIN 93-0386823)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-15
- IRS object ID
- 202230469349302823
- Schema version
- 2020v4.0
- 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 | 2022-02-15T16:01:50-08:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 5034155600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 N GANTENBEIN AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA L LOOMIS | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Signature | 2022-02-15 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | 2801 N GANTENBEIN AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,001,853,056 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Legacy Emanuel Hospital & Health Center (LEHHC), established in 1912, provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC is part of Legacy Health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 246 | TotalVolunteersCnt |
| Total Gross UBI | $19,712,110 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,828,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,863,367 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $960,548,891 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $981,369,284 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,021,386 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,496,438 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,753 | PYOtherRevenueAmt |
| CY Other Revenue | $28,651 | CYOtherRevenueAmt |
| PY Total Revenue | $977,412,752 | PYTotalRevenueAmt |
| CY Total Revenue | $1,001,757,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $95,070 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $67,300 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $634,376,251 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $645,691,667 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $392,142,943 | PYOtherExpensesAmt |
| CY Other Expenses | $406,446,401 | CYOtherExpensesAmt |
| PY Total Expenses | $1,026,614,264 | PYTotalExpensesAmt |
| CY Total Expenses | $1,052,205,368 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$49,201,512 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$50,447,628 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $440,911,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $683,060,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $467,951,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $529,687,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$27,040,273 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $153,373,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Legacy Emanuel Hospital & Health Center(LEHHC), established in 1912, provides acute and tertiary care in northeast Portland, with 554 licensed beds. LEHHC operates Randall Children's hospital, Level I Trauma Center, the Oregon Burn Center and high-risk obstetric services including a Level III NICU. LEHHC provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC is part of Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking an | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $628,259,538 | ExpenseAmt |
| Grant | $67,300 | GrantAmt |
| Revenue | $743,697,775 | RevenueAmt |
| Desc | LEHHC provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC provides training for interns and residents through its nationally accredited graduate medical education program. LEHHC operates primary care teaching clinics at LEHHC and in St. Helens, located approximately 30 miles from the main LEHHC campus. In addition to its core hospital services, LEHHC provides related health services through the following programs:The Randall Children's Hospital; Legacy Research; Legacy Laboratory Services, LLC(Lab); Legacy Metro Lab; Unity Center for Behavioral HealthThe Randall Children's Hospital at Legacy Emanuel is a full-service children's hospital within LEHHC committed to providing care in an environment sensitive to the special needs of children and their families, including premature and critically ill newborns. The Randall Children's Hospital treats children from throughout Oregon, southwest Washington, Alaska and Idaho.Legacy Research is a full-service research facility that supports a wide range of research activity. Legacy Research collaborates with pharmaceutical, biotechnology and medical device companies. Legacy Research is located in northeast Portland (Holladay Park campus).LEHHC is one of four members of an emergency air transport service joint venture, Life Flight Network LLC, which serves Oregon and southwest Washington.In support of its mission, LEHHC voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. During fiscal year 2021, LEHHC provided financial assistance on approximately 13,809 patient accounts (of which about 2,159 accounts received discounts totaling 100% of costs) and resulted in LEHHC incurring roughly $16,561,600 in uncompensated costs associated with this program. In addition to charity care, LEHHC provides services under various states' Medicaid programs for financially needy patients, Medicare beneficiaries, and other government programs for which the cost of treating these patients exceeds the government payments received. During fiscal year 2021, LEHHC incurred approximately $158,246,560, $89,876,430 and $4,338,700 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. LEHHC 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 $16,692,700 during fiscal year 2021.LEHHC is part of Legacy, which collectively provided over $42 million, $258 million, $191 million, and $7 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2021. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,131,932 | ExpenseAmt |
| Revenue | $117,148,378 | RevenueAmt |
| Desc | LEHHC is the sole member of Legacy Clinics, LLC, an Oregon limited liability company, which operates over seventy primary care and specialty clinic sites across the Portland-Vancouver Metropolitan area as well as to the Mid-Willamette Valley since the affiliation of Silverton Health with Legacy. In addition, Legacy Clinics operates the hospitalist and intensivist programs at the four Legacy Health Oregon hospitals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $71,512,181 | ExpenseAmt |
| Revenue | $71,344,923 | RevenueAmt |
| Desc | Unity Center for Behavioral Health is a 24 hour behavioral and mental health services center located on Legacy's Holladay Park campus. It is a partnership between Legacy Health, Adventist Health, Kaiser Permanente and OHSU that provides immediate psychiatric care. It has 85 adult beds, 22 adolecent beds, 50 short term spaces as well as calming and therapy rooms. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,606,125 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $49,178,209 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $898,509,776 | 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 | Yes (true) | 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 | false | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MONICA C WEHBY MD | |||||||
| PED NEUROSURGEON | 40.00 | 0.00 | $3,651,520 | $0 | $181,088 | ||
| KATHRYN CORREIA | |||||||
| President & CEO | 0.00 | 40.00 | $0 | $1,828,174 | $62,132 | Yes (X) | Yes (X) |
| JOHN P IGUIDBASHIAN MD | |||||||
| CARDIO SURGEON | 40.00 | 0.00 | $978,252 | $0 | $153,464 | ||
| TRENT S GREEN | |||||||
| SR VP | 0.00 | 40.00 | $0 | $984,100 | $78,481 | ||
| ANNA LOOMIS | |||||||
| CFO & TREASURER | 0.00 | 40.00 | $0 | $945,032 | $46,582 | Yes (X) | Yes (X) |
| NAVEEN SACHDEV MD | |||||||
| CARDIOLOGIST | 40.00 | 0.00 | $940,035 | $0 | $42,780 | ||
| ARLAN H MINTZ MD | |||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $824,533 | $0 | $41,610 | ||
| BRYCE R HELGERSON | |||||||
| SR VP | 0.00 | 40.00 | $0 | $738,723 | $104,095 | ||
| AMISH J DESAI MD | |||||||
| CARDIOLOGIST | 40.00 | 0.00 | $790,829 | $0 | $33,260 | ||
| LEWIS L LOW MD | |||||||
| SR VP | 40.00 | 40.00 | $115,189 | $631,731 | $69,163 | ||
| JOHN J KENAGY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $676,875 | $88,776 | ||
| BRIAN P YOUNG MD | |||||||
| VP | 40.00 | 0.00 | $619,692 | $0 | $107,234 | ||
| SONJA O STEVES | |||||||
| SR VP | 0.00 | 40.00 | $0 | $574,772 | $127,479 | ||
| GRETCHEN M NICHOLS | |||||||
| HOSPITAL PRESIDENT | 40.00 | 0.00 | $632,995 | $0 | $57,166 | ||
| MOLLY F BURCHELL MD | |||||||
| VP | 40.00 | 0.00 | $550,468 | $0 | $136,174 | ||
| DUNCAN R NEILSON MD | |||||||
| VP | 40.00 | 0.00 | $583,540 | $0 | $85,527 | ||
| BRONWYN J HOUSTON | |||||||
| PRESIDENT CHILDREN'S HOSPITAL | 40.00 | 0.00 | $537,961 | $0 | $80,278 | ||
| MELINDA J MULLER MD | |||||||
| SR VP INTERIM | 0.00 | 40.00 | $0 | $507,985 | $108,917 | ||
| ROBERT E DEWITT | |||||||
| FORMER SR. VP & SECRETARY | 0.00 | 0.00 | $504,774 | $0 | $18,636 | ||
| CATHERINE J MARKIN | |||||||
| VP | 40.00 | 0.00 | $451,307 | $0 | $59,235 | ||
| LORI FARRELL MD | |||||||
| VP | 40.00 | 0.00 | $415,717 | $0 | $60,131 | ||
| ANITA N IYENGER | |||||||
| SR VP | 0.00 | 40.00 | $0 | $410,454 | $60,096 | ||
| MAUREEN A BRADLEY | |||||||
| SR VP | 0.00 | 40.00 | $0 | $388,955 | $73,838 | ||
| CAROL BRADLEY | |||||||
| FORMER SR. VP | 0.00 | 0.00 | $406,321 | $0 | $31,375 | ||
| ANNE T GREER | |||||||
| Secretary | 0.00 | 40.00 | $0 | $353,676 | $60,712 | Yes (X) | Yes (X) |
| CYNTHIA HILL RN | |||||||
| VP | 40.00 | 0.00 | $340,685 | $0 | $69,162 | ||
| MELISSA L ECKSTEIN | |||||||
| UCBH PRESIDENT | 40.00 | 0.00 | $342,403 | $0 | $25,968 | ||
| JOSEPH FRASCELLA | |||||||
| VP | 40.00 | 0.00 | $327,171 | $0 | $32,978 | ||
| JONATHAN HILL MD | |||||||
| BOARD DIRECTOR | 40.00 | 3.00 | $296,477 | $0 | $37,731 | Yes (X) | |
| DONALD A TOUSSAINT | |||||||
| VP | 40.00 | 0.00 | $263,596 | $0 | $55,195 | ||
| STACY L YOUNGS RN | |||||||
| VP | 40.00 | 40.00 | $107,043 | $114,098 | $52,883 | ||
| KARI M HOWARD RN | |||||||
| VP | 40.00 | 0.00 | $209,048 | $0 | $31,955 | ||
| LESLIE ROOT MD | |||||||
| BOARD DIRECTOR | 40.00 | 3.00 | $201,390 | $0 | $26,242 | Yes (X) | |
| IYDA M ANTONY | |||||||
| VP | 40.00 | 0.00 | $112,358 | $0 | $7,467 | ||
| CHARLES WILHOITE | |||||||
| Chairman | 4.00 | 0.00 | $0 | $22,500 | $0 | Yes (X) | Yes (X) |
| DAVID RAMUS | |||||||
| VICE CHAIR | 4.00 | 0.00 | $0 | $17,500 | $0 | Yes (X) | Yes (X) |
| GAYLE GOSCHIE | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $12,500 | $0 | Yes (X) | |
| NANCY R LOCKE | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $12,500 | $0 | Yes (X) | |
| LYNN T GUST | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $12,500 | $0 | Yes (X) | |
| JEFFREY BARBER | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,908 | $0 | Yes (X) | |
| EDGAR NAVAS | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| JEFFREY D FULLMAN MD | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| PATRICK REITEN | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| JERRY D PETTY | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| NANCY HORTON | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| LISA FREEDMAN | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| SAMIR DESAI MD | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| JACK A FRIEDMAN | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $7,500 | $0 | Yes (X) | |
| BISHOP DIANA AKIYAMA | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BISHOP LAURIE LARSON CAESAR | |||||||
| BOARD DIRECTOR | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,203,304 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,299,983 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,307,810 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1427 | 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 |
|---|---|---|---|---|---|
| TRAUMA SPECIALISTS LLP | |||||
| 1620 SW TAYLOR | PORTLAND | OR | 97205 | MEDICAL SERVICES | $7,913,697 |
| BLOODWORKS NORTHWEST | |||||
| 921 TERRY AVE | SEATTLE | WA | 98104 | MEDICAL SERVICES | $3,642,586 |
| ASSOCIATED REGIONAL & UNIVERSITY PATHOLOGISTS | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | LABORATORY SERVICES | $2,761,546 |
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | MEDICAL SERVICES | $2,742,207 |
| NBBJ LP | |||||
| 310 SW 4TH AVE STE 900 | PORTLAND | OR | 97204 | ARCHITECTURE & DESIGN | $1,618,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 57 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,516,815 | RelatedOrganizationsAmt |
| Government Grants | $6,315,315 | GovernmentGrantsAmt |
| All Other Contributions | $31,237 | AllOtherContributionsAmt |
| Total Contributions | $11,863,367 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| LAB, PHARMACY, ETC | $49,178,209 | $29,466,099 | $19,712,110 |
| PATIENT PROGRAM REV | $713,823,267 | $713,823,267 | |
| PHYSICIANS | $27,604,066 | $27,604,066 | |
| REVENUE CLINICS | $117,148,378 | $117,148,378 | |
| UNITY | $71,013,819 | $71,013,819 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,601,545 | TotalRevenueColumnAmt |
| Exclusion | $2,601,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $981,369,284 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,573,318 | TotalRevenueColumnAmt |
| Exclusion | $8,573,318 | ExclusionAmt |
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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,087 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,436 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,651 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,651 | TotalRevenueColumnAmt |
| Exclusion | $28,651 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $76,880 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$76,880 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$76,880 | TotalRevenueColumnAmt |
| Exclusion | -$76,880 | 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 | $1,001,757,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $959,055,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,712,110 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,126,634 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,300 | TotalAmt |
| Program Services | $24,300 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,000 | TotalAmt |
| Program Services | $43,000 | 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 | $6,895,905 | TotalAmt |
| Program Services | $6,304,566 | ProgramServicesAmt |
| Management And General | $591,339 | 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 | $503,353,281 | TotalAmt |
| Program Services | $468,552,299 | ProgramServicesAmt |
| Management And General | $34,800,982 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,043,339 | TotalAmt |
| Program Services | $26,263,227 | ProgramServicesAmt |
| Management And General | $1,780,112 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,866,579 | TotalAmt |
| Program Services | $64,022,328 | ProgramServicesAmt |
| Management And General | $5,844,251 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,532,563 | TotalAmt |
| Program Services | $35,055,457 | ProgramServicesAmt |
| Management And General | $2,477,106 | 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 | $499,233 | TotalAmt |
| Program Services | $439,056 | ProgramServicesAmt |
| Management And General | $60,177 | 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 | $22,790,632 | TotalAmt |
| Program Services | $22,790,632 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,101,411 | TotalAmt |
| Program Services | $143,080,061 | ProgramServicesAmt |
| Management And General | $3,021,350 | 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 | $9,878,204 | TotalAmt |
| Program Services | $9,102,677 | ProgramServicesAmt |
| Management And General | $775,527 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,309 | TotalAmt |
| Program Services | $216,906 | ProgramServicesAmt |
| Management And General | $5,403 | 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 | $8,524,895 | TotalAmt |
| Program Services | $7,497,306 | ProgramServicesAmt |
| Management And General | $1,027,589 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,838,004 | TotalAmt |
| Program Services | $27,210,275 | ProgramServicesAmt |
| Management And General | $3,627,729 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,230,272 | TotalAmt |
| Program Services | $11,205,833 | ProgramServicesAmt |
| Management And General | $1,024,439 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICES FEES | $105,230,668 | $7,028,080 | $98,202,588 |
| PROVIDER TAX | $40,906,322 | $40,906,322 | |
| BAD DEBTS | $28,181,209 | $28,181,209 | |
| CONSULTING | $1,043,242 | $586,242 | $457,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,205,368 | TotalAmt |
| Program Services | $898,509,776 | ProgramServicesAmt |
| Management And General | $153,695,592 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,089,448 | BOYAmt |
| EOY | -$2,433,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $235,000,000 | 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 | $145,808,217 | BOYAmt |
| EOY | $165,166,864 | 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) |
|---|---|---|
| BOY | $1,475,740 | BOYAmt |
| EOY | $1,203,187 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,822,577 | BOYAmt |
| EOY | $10,388,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,229 | BOYAmt |
| EOY | $846,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $842,798,132 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $442,937,961 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,358,607 | BOYAmt |
| EOY | $399,860,171 | 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 | -$126,618,122 | BOYAmt |
| EOY | -$126,971,236 | 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) |
|---|---|---|
| BOY | $39,328,307 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,911,107 | BOYAmt |
| EOY | $683,060,442 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,900,821 | BOYAmt |
| EOY | $156,550,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,050,559 | BOYAmt |
| EOY | $373,136,836 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,951,380 | BOYAmt |
| EOY | $529,687,053 | 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 | -$29,985,414 | BOYAmt |
| EOY | $150,387,119 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,141 | BOYAmt |
| EOY | $2,986,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$27,040,273 | BOYAmt |
| EOY | $153,373,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,911,107 | BOYAmt |
| EOY | $683,060,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$50,447,628 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $230,861,290 | OtherChangesInNetAssetsAmt |
| 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 |
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,183 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $259,692 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,183 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $259,692 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $924,339,988 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,280,790,571 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $924,366,171 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,281,050,263 | 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 | $296,586 | CurrentYearMinus3Amt |
| Current Year Minus2 | $316,588 | CurrentYearMinus2Amt |
| Current Year Minus1 | $402,167 | CurrentYearMinus1Amt |
| Current Year | $285,875 | CurrentYearAmt |
| Total | $1,301,216 | 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 | $8,124,357 | BeginningYearBalanceAmt |
| Contributions | $2,969,206 | ContributionsAmt |
| Investment Earnings Or Losses | $296,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,690,371 | OtherExpendituresAmt |
| End Year Balance | $8,699,865 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,842,883 | BeginningYearBalanceAmt |
| Contributions | $1,324,334 | ContributionsAmt |
| Investment Earnings Or Losses | $18,177 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,061,037 | OtherExpendituresAmt |
| End Year Balance | $8,124,357 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,474,882 | BeginningYearBalanceAmt |
| Contributions | $2,255,825 | ContributionsAmt |
| Investment Earnings Or Losses | $108,358 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $996,178 | OtherExpendituresAmt |
| End Year Balance | $12,842,887 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,633,427 | BeginningYearBalanceAmt |
| Contributions | $833,253 | ContributionsAmt |
| Investment Earnings Or Losses | $360,479 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,352,282 | OtherExpendituresAmt |
| End Year Balance | $11,474,877 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,262,567 | BeginningYearBalanceAmt |
| Contributions | $1,125,971 | ContributionsAmt |
| Investment Earnings Or Losses | $314,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,069,270 | OtherExpendituresAmt |
| End Year Balance | $11,633,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.88000 | 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 | $4,616,051 | OtherCostOrOtherBasisAmt |
| Book Value | $4,616,051 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $444,588,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,917,973 | DepreciationAmt |
| Book Value | $210,670,349 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,382,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,581,263 | DepreciationAmt |
| Book Value | $4,800,828 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,675,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,438,725 | DepreciationAmt |
| Book Value | $44,236,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,536,443 | OtherCostOrOtherBasisAmt |
| Book Value | $135,536,443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $399,860,171 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRACT PAYABLE | $3,852,903 |
| I/C AFFILIATE DEBT | $366,573,084 |
| NONCURRENT ENVIRONMENTAL OBLIGATION | $1,371,785 |
| NONCURRENT WORKERS' COMP LIABILITY | $1,339,062 |
| Rounding | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $373,136,836 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $956,083,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $956,083,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $45,674,740 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $45,674,740 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,001,757,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,007,401,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,007,401,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $44,804,368 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $44,804,368 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,052,205,368 | 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. Legacy Health Foundation (LHF) and Randall Children's Hospital Foundation (RCHF) maintains all charitable gifts including endowment funds for the benefit of LEHHC 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 | REVENUE FROM RESEARCH $10642202 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $34486602 MEDICAL STAFF INCOME $545975 ROUNDING $-39 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | EXPENSE FROM RESEARCH $10601075 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $34148852 MEDICAL STAFF EXPENSE $316989 ELIMINATE EQUIPMENT DONATIONS $-262320 ROUNDING $-228 |
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 | $16,561,606 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $16,561,606 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01570 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $335,323,338 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $177,076,780 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $158,246,558 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.15040 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,432,864 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,094,157 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,338,707 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $366,317,808 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $187,170,937 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $179,146,871 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.17020 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,210,576 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $143,575 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,067,001 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,519,221 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,990,202 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,529,019 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00530 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,699,682 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,699,682 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00830 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,397,004 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,397,004 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,826,483 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,133,777 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,692,706 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01590 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $387,144,291 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $191,304,714 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $195,839,577 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.18610 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $28,181,209 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $20,008,658 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $68,544,090 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $85,451,761 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$16,907,671 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | LEGACY EMANUEL HOSP & HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 N GANTENBEIN AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.legacyhealth.org | WebsiteAddressTxt |
| State License | 14-0056 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Emergency Room Other | Yes (X) | EmergencyRoomOtherInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EMANUEL HOSP & HEALTH | 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 | 20 | 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 | 21 | 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: LEGACY EMANUEL HOSP & HEALTH - Part V, Section B, Line 5 | In 2020, Legacy Emanuel Medical Center participated with seven other hospital systems, four county health departments and one coordinated care organization in the four-county regional 2019 Healthy Columbia Willamette Collaborative (HCWC) Community Health Needs Assessment (CHNA) which was used as a base for the Legacy Emanuel Community Health Needs Assessment. The results of Legacys Community Needs Assessment can be found at www.legacyhealth.org.The HCWC CHNA is regional and developed to improve efficiency and effectiveness and also to help meet the requirements of the ACA and Public Health Accreditation. HCWC prioritized community input and lived experiences of priority populations and leaders from community-based organizations across the region. Volunteer participants shared their insights on the vision, strengths, challenges, and needs of their communities in town halls and listening sessions. Four town halls were conductedone in each countyand community-based organizations hosted 18 community listening sessions across the quad-county region, with more than 200 participants. In the 2019 CHNA, HCWC also reviewed population data (health-related behaviors, morbidity, mortality); medical data from local Coordinated Care Organizations (CCO) (most frequent conditions Medicaid-covered individuals sought care for); and hospital data (uninsured patients seen in the emergency department for conditions that could have been managed in primary or ambulatory care settings).Our work included the following community partners: Adelante MujeresAntFarmASACCascade AIDS Project Aging WellCentral City ConcernCommunity Partnership for Affordable HousingCity of Lake OswegoClackamas Behavioral Health DivisionClackamas County Aging Services Advisory CouncilClackamas County Community Action BoardClackamas County Disaster ManagementClackamas County Public Health DivisionClackamas County Social ServicesClackamas WorkforceClark County Community ServicesClark County Public HealthCoalition of Community Health ClinicsEstacada Community CenterFaith Organization in Multnomah CountyFriendly HouseIndividual Facilitators, Arabic CommunityIndividual Facilitator, FarmworkersIraqi Society of OregonLatino NetworkMicronesian Islander CommunityMomentum AllianceNAMI, Clackamas CountyNAYA Family CenterNorthwest Family ServicesOutside InOregon AIDS Education & Training CenterOregon Community Health Workers AssociationOregon Dairy and Nutrition CouncilOregon Food BankOregon Health Equity AllianceOregon Office on Disability and HealthOregon Oral Health CoalitionPacific Islander CoalitionPlanned ParenthoodProject Access NOWProvidence ElderPlaceQuest Center for Integrative HealthSW WA Accountable Community of HealthSociety of St. Vincent de PaulVeterans of Foreign WarsVibrant Future Coalition/NW Family ServicesYMCA of Columbia Willamette |
| Facility: LEGACY EMANUEL HOSP & HEALTH - Part V, Section B, Line 6a | In addition to Legacy Healths five hospitals which includes Legacy Emanuel Medical Center, the other seven hospital systems in the metro area that participated in the Healthy Columbia Willamette Collaborative Community Health Needs Assessment were: Adventist Health, Kaiser Permanente, Oregon Health & Science University, Peace Health Southwest Medical Center, Providence Health & Services and Tuality Health Care. |
| Facility: LEGACY EMANUEL HOSP & HEALTH - Part V, Section B, Line 11 | The FY2021 Legacy Emanuel CHNA identified health-related needs across the quad county region. Legacy Emanuel grouped the health needs identified in the 2019 Healthy Columbia Willamette Collaborative Community Health Assessment into two broad categories of need: Access to Health Care Chronic ConditionsIn addition to identified health-related needs across the quad county region, Legacy Emanuel Medical Center heard through community members that discrimination, racism and trauma impact the health and well-being of communities and should be addressed as part of all programming and projects (HCWC CHNA 2019). Legacy Emanuel Medical Centers Community Health Improvement Plan highlights the health equity strategies for this improvement plan cycle.The priority areas identified in the implementation plan will be addressed through health service delivery, health education and outreach, community partnerships, community investments, and funding for evidence-based health programs and services.No singular hospital facility can address all the issues present in the community. Through our partnerships in the Quad County, Legacy Emanuel Medical Center is confident these needs are being addressed by other community organizations. Legacy Emanuel Medical Centers top priority continues to be a focus on the issues which have the greatest impact on the health of the community and where we can affect the most changeDetails on the specific initiatives Legacy Emanuel Medical Center is undertaking to address these priority issues can be found in the Community Health Improvement Plan (CHIP), which can be found on the organizations website at www.legacyhealth.org |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Legacy Medical Clinics LLC | ||||
| 1919 NW Lovejoy Street | Portland | OR | 97209 | Physician Clinics |
| Legacy Laboratory Services | ||||
| 1225 NE 2nd Ave | Portland | OR | 97232 | Diagnostic Laboratory Services |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense | LEHHC 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. As a result, LEHHC must report these amounts as bad debt. A portion of bad debt expense should be considered as charity care, using reasonable methodologies to analyze the information. |
| Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit | The estimated amount of bad debt expenses attributable to charity care policy was calculated using the demographic profile of household income and average household size in the zip code areas around the hospital. 71% of households in the LEHHC service area would qualify for financial assistance with incomes under 400% of the Federal Poverty Guidelines using this methodology. |
| Part III, Line 4 - Bad Debt Expense | The footnote that describes 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 $163,261,757 and $253,138,189 respectively. This results in a total Medicare shortfall of $89,876,432.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 | The described CHNA provides the primary source for assessing needs. Senior leadership, in conjunction with the Board of Directors, Community Benefit and Community Relations staff continually assess the needs of the communities it serves through a compilation of primary and secondary market research (qualitative and quantitative), medical staff input, reviewing national trends and practices, working with local foundations and funders regarding their assessments, and working with local community-based partners to understand their needs. 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 these assessments is the development of both long-term and fiscal year plans that are supported by a yearly budget that is proposed by staff and approved by the Board of Directors. These are then aligned to the community health needs identified in the formal CHNA. The region served by LEHHC, 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, LEHHC has been and will remain committed to addressing these issues to improve the health of all residents in the community, including equity among ethnically diverse populations. |
| Part VI, Line 3 - Patient Education of Eligibility for Assistance | LEHHC employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans assistance, Legacys financial assistance program, and public assistance programs, such as Medicaid. In support of its mission, Legacy Emanuel 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, qualified assets, catastrophic medical events, or other information supporting a patients inability to pay for services provided. Specifically, Legacy Emanuel 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, patients qualified assets (e.g. 25% of household assets) and other catastrophic or economic circumstances are considered in determining eligibility for charity care. In addition to financial counselors and social workers, Legacy Emanuel 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 Emanuel Financial Assistance Program. Legacy Emanuels website also has information about the availability of financial assistance. Legacy Emanuel 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 to access 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 Emanuel requires the use of a collection agency, those agencies are required to provide a telephone number that patients can call to request financial assistance.Annual education is provided to all billing and admitting staff, so they can be kept informed of and speak with knowledge about current financial assistance policies and options. Legacy Emanuel 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.Since 2008, the four-county metro area health delivery systems (encompassing all hospitals in the area) and safety net clinics have partnered to establish a seamless, coordinated program (Project Access NOW) to provide care for the low income uninsured. This program enables low income uninsured patients to receive continuity of care in earlier stages of acuity due to the collaboration among nearly 3,000 providers and all health systems. Legacy Emanuel also contributes to Project Access NOWs Premium Assistance program, which pays the premiums for families in the region who cannot afford to make those payments on their own. |
| Part VI, Line 4 - Community Information | Legacy Emanuel Medical Center defines service area based on actual patient origin (ZIP codes) and geographic location. Legacy Emanuel is located in one of the oldest neighborhoods in Portland Inner North Portland across the Willamette River slightly north of downtown. The primary service area extends across 64 zip codes, from the Columbia River in the north to south of Highway 99E and from Walker Road and St. Helens in the west to N.E./S.E. 161st in the east. The inner primary service area includes the close-in Portland neighborhoods. Hospital service area neighborhoods and zip codes include 97005-97008 Beaverton, 97009 Boring, 97013 Canby, 97015 Clackamas, 97024 Fairview, 97030 Gresham, 97034-97035 Lake Oswego, 97045 Oregon City, 97051 Saint Helens, 97055 Sandy, 97056 Scappoose, 97060 Troutdale, 97062 Tualatin, 97068 West Linn, 97070 Wilsonville, 97080 Gresham, 97086 Happy Valley, 97103 Astoria, 97116 Forest Grove, 97123-97124 Hillsboro, 97132 Newberg, 97140 Sherwood. Portland address include 97201-97206, 97209-97220, 97222-97225, 97227, 97229-97230, 97232-97233, 97236, 97239, 97266-97267. The most recently available demographic data is from 2021 to 2026. When available, data at the primary service area level is used, followed by the county (Multnomah) and then the state (Oregon). County data is used most frequently because there is a lack of available data at the zip code level, particularly related to race and ethnicity.While ZIP codes across the metropolitan area are considered as part of Legacy Emanuels broader service area, the primary service area is within Multnomah County. The certified population estimate of the primary service area for Legacy Emanuel as of July 1, 2019, was 812,855.In 2019 the LEHHC primary service area was 69.1% non-Hispanic white, 12% Hispanic, 6% African American, 8.1% Asian, 1.4% Native American and Alaska Native, and 4.7% two or more races. The foreign-born population represents about 14.0% of total population in the area, an increase of nearly 20 percent since 2005.The African American/Black population continues to be most concentrated in the historical neighborhoods of North/Northeast Portland, but increased housing prices have resulted in the community moving increasingly to East Multnomah County. Multnomah County continues to have three to six times the percentage population of African Americans as the other three counties. Hispanics are moving into the service area at a higher rate than any other group. The Portland Native American community is the ninth largest urban Native American population in the US. With high child poverty and unemployment rates, the Native American community struggles across multiple indicators in contrast to the non-Hispanic white community. The immigrant and refugee population is increasing significantly. Recent immigrants and refugees are more likely to be culturally and linguistically isolated. A small but increasing African refugee population has settled primarily in North and NE Portland and is distinct from the African American/Black population. Available data suggests that the African population is generally poorer than other communities.Census numbers do not adequately represent the true and changing picture of the population. More than 100 languages are spoken in the Portland public schools. Schools near LEHHC are 40% - 70% children of color made up primarily of African-American and increasingly Hispanic students. Schools are experiencing a 50% English-as-a-Second-Language rate and a 50-80% reduced-cost or free lunch rates.Multnomah Countys median household income (MHI) from 2015-2019 was $69,176 with 12.0 percent of the population living below the federal poverty level. People of color represent 30% of the overall population of Multnomah County, but they represent 47% of the countys population in poverty. In Portland, Multnomah Countys largest city, groups experiencing the highest rate of poverty were Blacks (35%), Native Americans (30%), and Hispanics (28%).However, there is a much greater disparity of median per capita income between communities of color earning half the incomes of non-Hispanic whites in Multnomah County. In Multnomah County, while non-Hispanic white median per capita income was at $36,751, Native Hawaiin/Pacific Islander had the lowest median per capita income at $15,905 followed by American Indian/Alaska Native at $16,534, Hispanic/Latinosat $17,335 and African Americans at 17,805. In contrast, Asians median per capita income was $27,896. From 2015-2019 the overall high school graduation rate in Multnomah County was 91.5 percent. The Dignity Health and Truven Health Community Needs Index (CNI) is accepted as the national standard in identifying communities with health disparities and comparing relative need. CNI for the Legacy Emanuel primary service area shows highest need in proximity to Emanuel: 97203-St. Johns, 97216-Montavilla, 97218-Cully, 97220-Maywood Park, 97227-Boise-Elliott, and 97266-Lents.The LEHHC five mile primary service area includes four other tertiary hospitals. LEHHC operates a Level I trauma center and Randall Children's Hospital at Legacy Emanuel Medical Center. OHSU located on the southwest side of town operates a Level 1 trauma center, a children's hospital and has the only medical school in Portland. Providence Health operates one hospital about five miles west of LEHHC and the other three miles southeast. Kaiser Permanente formerly operated a hospital about a mile north of LEHHC; but continues to maintain a strong clinic presence in the area.LEHHCs primary service area includes two Medically Underserved Areas (MUA): St. Johns community and SE Portland. With the long-standing income disparities in the LEHHC area, safety net services have expanded in the last decade. Multnomah County Health Department operates FQHCs in many locations throughout Portland. Two blocks from Emanuel is the site of a NARA (Native American Rehabilitation Association) FQHC. Additionally, the North by Northeast Community Health Center provides primary care for the uninsured and Medicaid low-income residents, primarily African-American. Legacy Emanuels internal medicine residency program operates a teaching clinic and a midwifery clinic serving the low income and often uninsured.In FY 2021, LEHHC provided about $16.5 million in charity care which accounts for 6% of total unreimbursed costs of $269 million.Legacy Emanuels charity care policy includes patients with incomes up to 400 percent of Federal Poverty Level (FPL). |
| Part VI, Line 5 - Promotion of Community Health | Legacy Emanuel 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 three health systems; 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.Over 20 years ago, LEHHC recognized that nonprofit organizations spend valuable dollars on office space and infrastructure dollars better spent on meeting their missions. Since then LEHHC has provided free office space to some nonprofit partners, in-kind lab donations to safety net clinics in its service area and other infrastructure services to nonprofit organizations on its campus. Non-cash donations of resources include clinical and non-clinical services and items, e.g., screenings and support services, internships, information and referral services and health fairs. Legacys warehouse is open to nonprofit organizations to obtain surplus equipment and furniture. In addition, conference room space is made available to local nonprofits for Board and community meetings.As a hospital located in a high-density, inner-city neighborhood, LEHHC's security department patrols the neighborhoods as a service to those communities. Emanuel employees, local businesses and neighborhood associations collaborated to revitalize a neighboring park which was previously used for drug and other illegal activities. Since that time police incidents have decreased significantly.In 1986, nurses in Emanuel Hospitals Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program. The American Hospital Association awarded the TNTT program its NOVA Award. In FY21, TNTT went virtual offering all classes online to provide important safety education to all ages. On average every month TNTT offers 12 court ordered classes, two senior falls prevention classes, and multiple school, parent, and young driver safety education classes. Last year, Legacy Emanuel staff fit and distributed 900 low-cost helmets and safety gear to children, of which 70% were donated. Legacy staff members also provide 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). As a tertiary center, Legacy Emanuel provides several unique services to a four-state region (Alaska, Washington, Oregon and Idaho) such as its Level I trauma center, Randall Childrens Hospital, Oregon Burn Center, and high-risk obstetric services, including a Level III NICU. In addition, Legacy provided training for interns and residents through its nationally accredited graduate medical education program, totaling over 10,000 hours of training as a system; Legacy Emanuel provided over 15,000 of these hours. Health professions training ranged from nursing, occupational and physical therapy, and radiography to public health, lab assistant, emergency medical technician, and many others. Legacy also partners with schools to provide training and education for nursing and other health professionals.The COVID-19 pandemic continued surging across the U.S. in FY21. The pandemic presented unforeseen challenges within our communities and heightened the need for community benefit. The economic implications of COVID-19 have constrained the availability of resources and required Legacy to redirect funding and develop new strategies in response to emerging community needs. Legacy responded to the significant needs of our communities from setting up mass vaccines sites, to working with community-based organizations to repurposing grants to respond to the immediate impacts of the pandemic. Legacy joined our local health care partners to support the effort of providing safe, fast, and equitable vaccinations across our communities. Most vaccinations came through large clinics at mass vaccination sites as well as Legacy affiliate hospitals. The clinics were often run by our staff who contributed their time to support the effort. About 1,570 Legacy staff volunteered for about 8,300 shifts and contributed almost 50,000 hours across seven vaccination settings. |
| Part VI, Line 6 - Affilated Health Care System | Legacy Emanuel is a subsidiary of Legacy Health (Legacy). Legacy is an integrated health system based in Portland, Oregon and primarily operates six acute care hospitals and dedicated childrens care offered at Randall Childrens Hospital at Legacy Emanuel, and related services (e.g., physician practices, hospice, preferred provider network) in the four-county metro area of Portland and SW Washington, and Marion County. In addition, Legacy Health is a collaborative partner with Unity Center for Behavioral Health.The Legacy Health Board is comprised of community and business leaders as well as representatives of the medical staff. The Legacy Emanuel medical staff is open, with physicians submitting credentialing information reviewed according to Legacy Emanuel policies and standards. While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy and LEHHC's community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area.As the health needs of communities surrounding our hospitals is changing, Legacy continues to identify investments for underserved populations. In FY21,grants totaling $$1.08 million were provided to community-based organizations to strengthen organizational capacity and support programs and initiatives that address health equity, access to care, behavioral health, and COVID-19 education and outreach.Recognizing that education, employment, and income inequities exist for communities of color, and 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 receive paid summer employment in departments where they work with health professionals. Students are paid between $13-17 per hour and may work up to 400 hours during 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 tech, to bachelors in nursing, to medical residents. Most students are the first in their family to go to college. While not all the HOPE students were able to work due to supplemental employment pauses due to COVID-19, we were able to provide two limited internships and provide all the HOPE students with their education scholarships.In the fall of 2018, Legacy in collaboration with Kaiser Permanente NW, PeaceHealth and Providence Health & Services came together to create the Health Systems Access to Care Fund through the Oregon Community Foundation. The goal of this fund is to strengthen the capacity and infrastructure for community clinics that are expanding and/or adapting their current models to respond to the changing needs of patient populations due to ongoing healthcare reform, Medicaid transformation, and the increasing pressure on the safety net for access to care. In 2021, eleven clinics were invited to apply and were each awarded $50,000 in funding. Clinics received training and individual technical assistance in various areas of organizational development for community supported clinics.Legacy also provided cash donations to local health and human service, education, economic development and civic organizations. Donations focus on organizations with year-round relationships through programs and board representationspecifically focused on organizations addressing disparities. A few examples include Latino Network, Ronald McDonald Charities, Free Clinic of SW Washington, Silverton Area Community Aid, Trillium Family Services, National Alliance on Mental Illness Oregon, Native American Youth and Family Center, and Basic Rights Oregon. |
| 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 |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL TEAMS INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14150 SW MILTON CT | AddressLine1Txt |
| City | TIGARD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 930878944 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $24,300 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | EQUIPMENT & SUPPLIES | NonCashAssistanceDesc |
| Purpose Of Grant | FOR DISASTER ASSISTANCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| BURN/WOUND GARMENTS | 200 | $38,000 | COMPRESSION GARMENTS |
| DECREASE FALLS AT HOME | $5,000 | DURABLE MEDICAL EQUIPMENT |
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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (33 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMISH J DESAI MD | ||||||||||||||
| CARDIOLOGIST | $587,967 | $203,776 | -$914 | $18,525 | $14,735 | $824,089 | ||||||||
| ANITA N IYENGER | ||||||||||||||
| SR VP | $366,611 | $48,185 | -$4,342 | $35,919 | $24,177 | $470,550 | ||||||||
| ANNA LOOMIS | ||||||||||||||
| CFO & TREASURER | $698,377 | $249,915 | -$3,260 | $14,250 | $32,332 | $991,614 | $26,293 | |||||||
| ANNE T GREER | ||||||||||||||
| Secretary | $287,532 | $64,949 | $1,195 | $39,087 | $21,625 | $414,388 | ||||||||
| ARLAN H MINTZ MD | ||||||||||||||
| MEDICAL DIRECTOR | $797,546 | $28,562 | -$1,575 | $15,107 | $26,503 | $866,143 | ||||||||
| BRIAN P YOUNG MD | ||||||||||||||
| VP | $474,535 | $88,012 | $57,145 | $76,535 | $30,699 | $726,926 | ||||||||
| BRONWYN J HOUSTON | ||||||||||||||
| PRESIDENT CHILDREN'S HOSPITAL | $413,844 | $120,933 | $3,184 | $45,468 | $34,810 | $618,239 | ||||||||
| BRYCE R HELGERSON | ||||||||||||||
| SR VP | $566,173 | $147,785 | $24,765 | $88,143 | $15,952 | $842,818 | $13,437 | |||||||
| CAROL BRADLEY | ||||||||||||||
| FORMER SR. VP | $406,321 | $31,451 | -$76 | $437,696 | ||||||||||
| CATHERINE J MARKIN | ||||||||||||||
| VP | $401,303 | $53,015 | -$3,011 | $22,800 | $36,435 | $510,542 | ||||||||
| CYNTHIA HILL RN | ||||||||||||||
| VP | $275,895 | $58,391 | $6,399 | $47,446 | $21,716 | $409,847 | ||||||||
| DONALD A TOUSSAINT | ||||||||||||||
| VP | $171,578 | $31,752 | $60,266 | $40,771 | $14,424 | $318,791 | ||||||||
| DUNCAN R NEILSON MD | ||||||||||||||
| VP | $473,137 | $63,229 | $47,174 | $17,100 | $68,427 | $669,067 | ||||||||
| GRETCHEN M NICHOLS | ||||||||||||||
| HOSPITAL PRESIDENT | $512,851 | $68,743 | $51,401 | $28,111 | $29,055 | $690,161 | ||||||||
| JOHN J KENAGY | ||||||||||||||
| SR VP | $498,198 | $134,864 | $43,813 | $51,967 | $36,809 | $765,651 | $33,935 | |||||||
| JOHN P IGUIDBASHIAN MD | ||||||||||||||
| CARDIO SURGEON | $802,571 | $20,871 | $154,810 | $119,828 | $33,636 | $1,131,716 | ||||||||
| JONATHAN HILL MD | ||||||||||||||
| BOARD DIRECTOR | $280,000 | $12,520 | $3,957 | $11,400 | $26,331 | $334,208 | ||||||||
| JOSEPH FRASCELLA | ||||||||||||||
| VP | $276,742 | $43,887 | $6,542 | $14,250 | $18,728 | $360,149 | ||||||||
| KARI M HOWARD RN | ||||||||||||||
| VP | $191,393 | $18,664 | -$1,009 | $16,849 | $15,106 | $241,003 | ||||||||
| KATHRYN CORREIA | ||||||||||||||
| President & CEO | $1,354,597 | $468,527 | $5,050 | $22,730 | $39,402 | $1,890,306 | $87,021 | |||||||
| LESLIE ROOT MD | ||||||||||||||
| BOARD DIRECTOR | $144,244 | $57,380 | -$234 | $22,831 | $3,411 | $227,632 | ||||||||
| LEWIS L LOW MD | ||||||||||||||
| SR VP | $33,826 | $81,363 | $2,918 | $118,107 | $442,077 | $181,297 | $8,357 | $45,862 | $20,383 | $697,976 | $46,391 | |||
| LORI FARRELL MD | ||||||||||||||
| VP | $370,209 | $46,552 | -$1,044 | $35,112 | $25,019 | $475,848 | ||||||||
| MAUREEN A BRADLEY | ||||||||||||||
| SR VP | $317,132 | $66,752 | $5,071 | $53,547 | $20,291 | $462,793 | ||||||||
| MELINDA J MULLER MD | ||||||||||||||
| SR VP INTERIM | $407,848 | $96,755 | $3,382 | $70,510 | $38,407 | $616,902 | ||||||||
| MELISSA L ECKSTEIN | ||||||||||||||
| UCBH PRESIDENT | $295,308 | $40,448 | $6,647 | $13,847 | $12,121 | $368,371 | ||||||||
| MOLLY F BURCHELL MD | ||||||||||||||
| VP | $447,151 | $94,837 | $8,480 | $115,582 | $20,592 | $686,642 | ||||||||
| MONICA C WEHBY MD | ||||||||||||||
| PED NEUROSURGEON | $497,254 | $24,700 | $3,129,566 | $171,551 | $9,537 | $3,832,608 | $3,000,000 | |||||||
| NAVEEN SACHDEV MD | ||||||||||||||
| CARDIOLOGIST | $765,124 | $174,103 | $808 | $14,250 | $28,530 | $982,815 | ||||||||
| ROBERT E DEWITT | ||||||||||||||
| FORMER SR. VP & SECRETARY | $504,774 | $18,636 | $523,410 | |||||||||||
| SONJA O STEVES | ||||||||||||||
| SR VP | $452,690 | $120,822 | $1,260 | $103,312 | $24,167 | $702,251 | $30,627 | |||||||
| STACY L YOUNGS RN | ||||||||||||||
| VP | $109,787 | -$2,744 | $18,378 | $13,232 | $138,653 | $108,134 | $11,556 | -$5,592 | $21,273 | $135,371 | ||||
| TRENT S GREEN | ||||||||||||||
| SR VP | $780,820 | $206,375 | -$3,095 | $40,574 | $37,907 | $1,062,581 | $18,765 | |||||||
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | Legacy does periodically reimburse for some travel of companions. During 2020, some travel expenses for companions of Legacy Board Directors and executives were reimbursed. These transactions follow Legacys reimbursement policy requiring documentation and approval of the expenses, prior to reimbursement. These payments are taxable to the individuals and are reported on a W-2 for employees or a 1099 for Board Directors. |
| Part I, Line 5b: Explanation of organization compensation based on revenues of related organization | Physicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue. |
| Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or | Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. |
| Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs | Legacy enters into initial employment agreements with Executives that qualify under the initial contract exception. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee relies on comparable market data and all decisions are documented. |
| Part III, Additional Information | Sch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy started receiving compensation for their services in August 2014. They also receive expense reimbursements related to their duties. Any expense reimbursements to board members are reviewed by the Director of Tax for determining 1099 tax reporting. In addition to the Board of Directors compensation, during 2020, Dr. Hill received compensation related to his duties as Medical Director while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. There was no other reportable compensation received by any board member during 2020.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates, and are accountable for the effective day-to-day operation of the system.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market.The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid 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, cell phone and other benefits is included in other compensation as well as any severance related payments. Column C - Deferred compensation includes 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.The Legacy Health Board approved the goals and long-term objectives for the Executive Long-Term Incentive Plan effective April 1, 2017 for 3 years ending on March 31, 2020. The plan was discretionary and could be terminated at any time. The purpose of the Plan was to achieve market share growth in key areas identified in Legacy Healths strategic plan. Targets for operating margins and clinical quality were required over the three-year period and all goals were measured at March 31, 2020. The plan was funded and paid out in August 2020 after approval from the Legacy Health Compensation Committee and the Legacy Health Board. The final payout is included in the Executive compensation reported as deferred on the FY2018, FY2019 and FY2020 990.Column D - Nontaxable benefits include company paid health and welfare and long term care and disability benefits under group plans.Column F - Current year compensation reported as deferred in prior years. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amber Cox | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Employee | RelationshipDescriptionTxt |
| Transaction | $59,872 | TransactionAmt |
| Transaction | Fam-Gretchen Nichols KE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Unity Center for Behavioral Health is a 24 hour behavioral and mental health services center located on Legacy's Holladay Park campus. It is a partnership between Legacy Health, Adventist Health, Kaiser Permanente and OHSU that provides immediate psychiatric care. It has 85 adult beds, 22 adolecent beds, 50 short term spaces as well as calming and therapy rooms. |
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development.Cascade Pathology Services provides a Medical Director and pathologists who oversee the pathology laboratory services at LEMHHC. The amount paid for the year ended March 31, 2021 was $755,040. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Legacy Health is the sole member of Legacy Emanuel Hospital & Health Center. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the "Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of a Lutheran congregation in the Oregon Synod ("Lutheran Director");(d) One (1) person elected by the Legacy Health Board of Directors pursuant to the process set forth in the Bylaws; provided, however, that such person shall be an active member of an Episcopal congregation in the Episcopal Diocese known to his/her parish priest, or alternatively a member of the clergy in the Episcopal Diocese ("Episcopal Director"). |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | The election of Lutheran Director is subject to the approval by the Bishop of the Oregon Synod, who may object to the newly-elected director for any reason by delivering written notice to the Legacy President or the Chair of the Board of Directors no later than one week after the election. If the Bishop timely objects to the election of the new Lutheran Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Lutheran Director for his/her full term or the remainder of an unexpired term to which elected. The election of the Episcopal Director is subject to approval by the Bishop of the Episcopal Diocese, who may object to the newly elected director for any reason by delivering written notice to the Legacy President or Chair of the Board of Directors no later than one week after the election. The election of the Episcopal Director is also subject to approval by the Standing Committee of the Episcopal Diocese, who may object to the newly elected director only on the grounds that he/she is not an active member of an Episcopal congregation or a member of the Episcopal clergy in the Episcopal Diocese; such objection to be effected by delivering written notice to the Legacy President or Chair of the Board of Directors within five days after the next meeting of the Standing Committee or 45 days after the election, whichever is earlier. If the Bishop or Standing Committee timely object to the election of the new Episcopal Director, the election will be ineffective and that person will not be a director; otherwise, if no timely objection is received, that person shall be conclusively presumed to be the Episcopal Director for his/her full term or the remainder of an unexpired term to which elected. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit and Compliance Committee received a memorandum with a draft 990 return highlighting key areas and requesting feedback. Questions from the Board Audit and Compliance Committee are answered and changes made where appropriate. Any significant differences from the draft 990 to the final 990 return are provided to the Board Audit and Compliance Committee. Depending on the deadline for the 990 return filing and the Board Audit and Compliance Committee meeting this discussion may take place following the filing of the return. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees 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 Department 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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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, Line 19: Other Organization Documents Publicly Available | Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. Legacy's audited consolidated financial statements include consolidating schedules which highlights LEHHC's financial results.When changes are made to the LEHHC Articles or Bylaws, LEHHC 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. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | CAPITAL CONTRIBUTION FROM RESEARCH = $262320 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | DEFERRED REVENUE - UNITY = $600000 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Gift Shop Operations Fund = -$1025 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Reduction to commitment = -$5000000 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | ROUNDING = -$5 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | TRANSFER FROM AFFILIATES = $235000000 |
| Form 990, Part IV, question 12 | Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting LEHHC'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 LEHHC, the lab & clinics is 6,398. |
| Form 990, Part X | LEHHC participates in the Legacy investment pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. |
| 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, Legacy Visiting Nurse Association, and Legacy Adventist Venture. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY CLINICS LLC | |||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931272735 | HEALTHCARE | OR | -$58,374,800 | -$418,366,520 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER |
| LEGACY LABORATORY SERVICES LLC | |||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 263597257 | HEALTHCARE | OR | $7,138,004 | $85,084,661 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY HEALTH | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 237426300 | HEALTHCARE | OR | 501(C)(3) | 11b | 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 | Yes (true) |
| GOOD SAMARITAN FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| MERIDIAN PARK MEDICAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930773410 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| MT HOOD MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 930794951 | 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 |
| SILVERTON HEALTH FOUNDATION | ||||||||||
| 342 FAIRVIEW STREET | SILVERTON | OR | 97381 | 930913392 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| SILVERTON HEALTH | ||||||||||
| 342 FAIRVIEW STREET | SILVERTON | OR | 97381 | 930281321 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE FLIGHT NETWORK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22285 YELLOW GATE LANE SUITE 102 | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205016802 | EIN |
| Primary Activities | EMER AIR AM | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $22,300,612 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $72,430,526 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.25000 | OwnershipPct |
| 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 | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | 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 | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||
| c | $1,669,180 | Cash |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||
| m | $233,800 | Actual Cost |
Comments