LEGACY VISITING NURSE ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY VISITING NURSE ASSOCIATION (EIN 93-0848530)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-18
- IRS object ID
- 202030499349301563
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-18T12:52:17-08:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930848530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY VISITING NURSE ASSOCIATION | 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 | 815 NE DAVIS STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA L LOOMIS | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Signature | 2020-02-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | 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 | 815 NE DAVIS STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,643,921 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Legacy Visiting Nurse Association provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an inpatient and outpatient hospice program. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $290,629 | PYContributionsGrantsAmt |
| CY Contributions Grants | $269,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,896,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,374,680 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $19,186,874 | PYTotalRevenueAmt |
| CY Total Revenue | $16,643,921 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,347,869 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,364,641 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,745,407 | PYOtherExpensesAmt |
| CY Other Expenses | $4,733,568 | CYOtherExpensesAmt |
| PY Total Expenses | $18,093,276 | PYTotalExpensesAmt |
| CY Total Expenses | $17,098,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,093,598 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$454,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,328,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,694,902 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,196,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,147,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,131,897 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,547,844 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Legacy Visiting Nurse Association (LVNA) provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an inpatient and outpatient hospice program. LVNA's Hopewell House, located in southwest Portland has 15 licensed beds. The home hospice program serves the greater Portland/Vancouver metropolitan area. LVNA also has a 50% interest in a home infusion joint venture.LVNA is part of the 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 th | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,876,361 | ExpenseAmt |
| Revenue | $16,374,680 | RevenueAmt |
| Desc | LVNA strives to provide compassionate, competent care for hospice patients and their families and friends. LVNA serves those who are experiencing severe pain, intractable nausea, seizures, depression, respiratory distress, or other conditions that the patient's family is unable to cope with. LVNA's round-the-clock medical care emphasizes symptom management and support for the whole person.Hopewell House, our peaceful facility is nestled in a wooded area of Southwest Portland, with 14 inpatient rooms looking out over the trees and featuring handmade quilts and other home-like touches for comfort. Meals are customized for each patient and are also available for family members. We encourage visits, and everyone is welcome-even the family pet. Bereavement follow-up is an important part of Hospice care. On the death of a patient, our bereavement counselors provide family members and friends with both written resources and emotional support.Grief support groups and classes are offered at Hopewell House and at our other hospice locations in Portland and McMinnville. In support of its mission, LVNA 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 2019, LVNA provided financial assistance and incurred approximately $115,480 in uncompensated costs. In addition to charity care, LVNA provides services to Medicare beneficiaries resulting in approximately $1,276,920 of uncompensated costs. LVNA is part of Legacy, which collectively provided over $48 million, $210 million, $178 million, and $5 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2019. In addition, Legacy provided over $25 million in other community benefit activities during fiscal year 2019. | Desc |
| Total Program Service Expenses | $13,876,361 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | 12 | 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 (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BISHOP DAVID BRAUER-RIEKE | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN G HILL MD | ||||||||||
| BOARD DIRECTOR | 3.00 | 40.00 | Yes (X) | $0 | $621,841 | $59,218 | ||||
| SHERYL MANNING | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $25,000 | $0 | ||||
| DAVID RAMUS | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $25,000 | $0 | ||||
| ROBERT L CORNIE | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $25,000 | $0 | ||||
| JEFFREY D FULLMAN MD | ||||||||||
| CHAIRMAN | 4.00 | 1.00 | Yes (X) | $0 | $55,315 | $0 | Yes (X) | |||
| SAMIR DESAI MD | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $16,500 | $0 | ||||
| RT REV MICHAEL J HANLEY | ||||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD S KING | ||||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $17,500 | $0 | Yes (X) | |||
| LESLIE ROOT MD | ||||||||||
| BOARD DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $197,180 | $10,465 | ||||
| DIANE PINNEY | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $7,500 | $0 | ||||
| ANNA LOOMIS | ||||||||||
| CFO & TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $237,897 | $29,820 | Yes (X) | |||
| JACK A FRIEDMAN | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $7,500 | $0 | ||||
| KATHRYN CORREIA | ||||||||||
| President & CEO | 1.00 | 40.00 | Yes (X) | $0 | $798,801 | $89,302 | Yes (X) | |||
| GEORGE J BROWN MD | ||||||||||
| President & CEO | 1.00 | 40.00 | Yes (X) | $0 | $1,482,645 | $48,794 | Yes (X) | |||
| ROBERT E DEWITT | ||||||||||
| SR VP & SEC | 1.00 | 40.00 | Yes (X) | $0 | $549,817 | $45,505 | Yes (X) | |||
| JERRY D PETTY | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $7,500 | $0 | ||||
| JEFFREY BARBER | ||||||||||
| BOARD DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $17,526 | $0 | ||||
| JAMES WALKER | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $15,000 | $0 | ||||
| PATRICK REITEN | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $15,000 | $0 | ||||
| CHARLES WILHOITE | ||||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $25,000 | $0 | Yes (X) | |||
| GAYLE GOSCHIE | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $15,000 | $0 | ||||
| NANCY R LOCKE | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $25,000 | $0 | ||||
| LYNN T GUST | ||||||||||
| BOARD DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $15,000 | $0 | ||||
| SARAH K JENSEN | ||||||||||
| INTERIM CFO | 1.00 | 40.00 | Yes (X) | $0 | $279,152 | $25,102 | Yes (X) | |||
| CAROL A BRADLEY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $598,516 | $53,431 | Yes (X) | ||||
| SONJA O STEVES | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $415,512 | $58,830 | Yes (X) | ||||
| EVERETT NEWCOMB III MD | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $764,856 | $54,878 | Yes (X) | ||||
| JONATHAN E AVERY | ||||||||||
| HOSPITAL PRESIDENT | 0.00 | 40.00 | $0 | $444,170 | $62,258 | Yes (X) | ||||
| MAUREEN A BRADLEY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $277,145 | $33,948 | Yes (X) | ||||
| JOHN J KENAGY | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $434,386 | $58,059 | Yes (X) | ||||
| LEWIS L LOW MD | ||||||||||
| SR VP | 0.00 | 40.00 | $0 | $587,323 | $72,299 | Yes (X) | ||||
| CRAIG E TANNER MD | ||||||||||
| MED DIR HOSPICE | 40.00 | 0.00 | $262,525 | $0 | $42,902 | Yes (X) | ||||
| CYNTHIA A ARGO | ||||||||||
| RN | 24.00 | 0.00 | $125,827 | $0 | $29,846 | Yes (X) | ||||
| GAIL M MUELLER | ||||||||||
| MANAGER | 40.00 | 0.00 | $154,584 | $0 | $33,827 | Yes (X) | ||||
| MARY L SMITH | ||||||||||
| RN | 40.00 | 0.00 | $127,293 | $0 | $23,815 | Yes (X) | ||||
| YOLANDA SUAREZ MD | ||||||||||
| PHYSICIAN | 24.00 | 0.00 | $141,941 | $0 | $8,747 | Yes (X) | ||||
| TRENT S GREEN | ||||||||||
| FORMER SR. VP | 0.00 | 40.00 | $0 | $558,035 | $57,404 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $812,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,561,617 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $898,450 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONEPOINT PATIENT CARE LLC | |||||
| PO BOX 27426 | Tempe | AZ | 85285 | PHARMACY MANAGEMENT | $710,509 |
| MARQUIS CARE | |||||
| 725 SE 202ND AVE | PORTLAND | OR | 97233 | RESPITE CARE | $140,967 |
| MEDLINE INDUSTRIES | |||||
| 92 SE 223RD AVE | GRESHAM | OR | 97030 | MEDICAL SUPPLIES | $103,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $269,241 | RelatedOrganizationsAmt |
| Total Contributions | $269,241 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CHARITY CARE | -$132,210 | -$132,210 |
| CONTRACTUAL ALLOWANCE | -$3,764,389 | -$3,764,389 |
| CONVENIENCE OF MEMBERS | ||
| OPTION CARE J.V. | $1,002,359 | $1,002,359 |
| PATIENT PROGRAM REV | $19,268,920 | $19,268,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,374,680 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $16,643,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,374,680 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
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 | $9,747,688 | TotalAmt |
| Program Services | $8,093,000 | ProgramServicesAmt |
| Management And General | $1,654,688 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,873 | TotalAmt |
| Program Services | $476,873 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,155 | TotalAmt |
| Program Services | $1,430,836 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,925 | TotalAmt |
| Program Services | $708,925 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $39,561 | TotalAmt |
| Program Services | $39,561 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529,574 | TotalAmt |
| Program Services | $1,320,366 | ProgramServicesAmt |
| Management And General | $209,208 | 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 | $184,296 | TotalAmt |
| Management And General | $184,296 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,568 | TotalAmt |
| Program Services | $264,783 | ProgramServicesAmt |
| Management And General | $19,785 | 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 | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,115 | TotalAmt |
| Program Services | $156,115 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,324 | TotalAmt |
| Management And General | $17,324 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $1,362,037 | $1,362,037 | |
| ADMINISTRATIVE SERVICES FEES | $1,100,004 | $1,100,004 | |
| DUES AND FEES | $45,296 | $9,072 | $36,224 |
| BAD DEBTS | $14,793 | $14,793 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,098,209 | TotalAmt |
| Program Services | $13,876,361 | ProgramServicesAmt |
| Management And General | $3,221,848 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,279 | BOYAmt |
| EOY | $27,361 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,140,720 | BOYAmt |
| EOY | $1,710,584 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,092 | BOYAmt |
| EOY | $9,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,502,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,119,204 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,538,998 | BOYAmt |
| EOY | $1,382,884 | 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) |
|---|---|---|
| EOY | $0 | 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 | $4,613,240 | BOYAmt |
| EOY | $4,564,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,328,329 | BOYAmt |
| EOY | $7,694,902 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,992 | BOYAmt |
| EOY | $2,107,394 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,440 | BOYAmt |
| EOY | $39,664 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,432 | BOYAmt |
| EOY | $2,147,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,131,897 | BOYAmt |
| EOY | $5,547,844 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,131,897 | BOYAmt |
| EOY | $5,547,844 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,328,329 | BOYAmt |
| EOY | $7,694,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$454,288 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$129,765 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $290,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $269,241 | CurrentTaxYearAmt |
| Total | $1,840,223 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,108,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,092,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,429,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,896,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,374,680 | CurrentTaxYearAmt |
| Total | $83,901,361 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,522,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,552,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,836,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,186,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,643,921 | CurrentTaxYearAmt |
| Total | $85,741,584 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $85,741,584 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,522,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,552,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,836,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,186,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,643,921 | CurrentTaxYearAmt |
| Total | $85,741,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $745 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $315,843 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $745 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $315,843 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,168,290 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,132,315,328 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,169,035 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,132,631,171 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $908,452 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $227,113 | 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 | $1,799,318 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,886,646 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,946,541 | CurrentYearMinus1Amt |
| Current Year | $1,908,452 | CurrentYearAmt |
| Total | $7,540,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $11,311,436 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $364,026 | CurrentYearMinus3Amt |
| Current Year Minus2 | $272,076 | CurrentYearMinus2Amt |
| Current Year Minus1 | $296,586 | CurrentYearMinus1Amt |
| Current Year | $316,588 | CurrentYearAmt |
| Total | $1,249,276 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $449,830 | CurrentYearMinus3Amt |
| Current Year Minus2 | $471,662 | CurrentYearMinus2Amt |
| Current Year Minus1 | $486,635 | CurrentYearMinus1Amt |
| Current Year | $477,113 | CurrentYearAmt |
| Total | $1,885,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $2,827,860 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $660,412 | BeginningYearBalanceAmt |
| Contributions | $137,143 | ContributionsAmt |
| Investment Earnings Or Losses | $21,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,895 | OtherExpendituresAmt |
| End Year Balance | $811,446 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $626,800 | BeginningYearBalanceAmt |
| Contributions | $20,252 | ContributionsAmt |
| Investment Earnings Or Losses | $67,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,728 | OtherExpendituresAmt |
| End Year Balance | $660,411 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $536,762 | BeginningYearBalanceAmt |
| Contributions | $48,654 | ContributionsAmt |
| Investment Earnings Or Losses | $56,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,210 | OtherExpendituresAmt |
| End Year Balance | $626,800 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $553,248 | BeginningYearBalanceAmt |
| Contributions | $3,180 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,034 | OtherExpendituresAmt |
| End Year Balance | $536,761 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $518,151 | BeginningYearBalanceAmt |
| Contributions | $970 | ContributionsAmt |
| Investment Earnings Or Losses | $37,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,430 | OtherExpendituresAmt |
| End Year Balance | $553,248 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $536,000 | OtherCostOrOtherBasisAmt |
| Book Value | $536,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,540,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,743,154 | DepreciationAmt |
| Book Value | $797,117 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,064 | DepreciationAmt |
| Book Value | $15,281 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,986 | DepreciationAmt |
| Book Value | $34,486 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,382,884 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY AFFILIATE RECEIVABLE | $988,533 |
| WALGREENS INFUSION SERV AT LEGACY, LLC | $3,575,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,564,120 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONCURRENT WORKERS' COMP LIABILITY | Desc |
| Amt | $39,664 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,664 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,392,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $16,392,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $251,921 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $251,921 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,643,921 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,846,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $16,846,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $252,209 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $252,209 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,098,209 | 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. Good Samaritan Foundation (GSF) maintains all charitable gifts including endowment funds for the benefit of LVNA 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 | FOUNDATION CONTRIBUTION $269241 ROUNDING $-339 NONOP PENSION LIABILITY $-16981 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | FOUNDATION CONTRIBUTION $269241 ROUNDING $-51 NONOP PENSION LIABILITY $-16981 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | 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 (20 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNA LOOMIS | |||||||||||||
| CFO & TREASURER | $172,306 | $53,500 | $12,091 | $16,038 | $13,782 | $267,717 | |||||||
| CAROL A BRADLEY | |||||||||||||
| SR VP | $388,574 | $34,262 | $175,680 | $22,312 | $31,119 | $651,947 | $131,313 | ||||||
| CRAIG E TANNER MD | |||||||||||||
| MED DIR HOSPICE | $253,168 | $14,143 | -$4,786 | $13,394 | $29,508 | $305,427 | |||||||
| CYNTHIA A ARGO | |||||||||||||
| RN | $115,684 | $10,143 | $12,622 | $17,224 | $155,673 | ||||||||
| EVERETT NEWCOMB III MD | |||||||||||||
| SR VP | $674,989 | $89,867 | $17,875 | $37,003 | $819,734 | $29,824 | |||||||
| GAIL M MUELLER | |||||||||||||
| MANAGER | $156,175 | -$1,591 | $10,386 | $23,441 | $188,411 | ||||||||
| GEORGE J BROWN MD | |||||||||||||
| President & CEO | $650,860 | $687,778 | $144,007 | $24,047 | $24,747 | $1,531,439 | $73,934 | ||||||
| JOHN J KENAGY | |||||||||||||
| SR VP | $417,047 | $17,339 | $24,465 | $33,594 | $492,445 | ||||||||
| JONATHAN E AVERY | |||||||||||||
| HOSPITAL PRESIDENT | $427,005 | $17,165 | $31,116 | $31,142 | $506,428 | ||||||||
| JONATHAN G HILL MD | |||||||||||||
| BOARD DIRECTOR | $485,014 | $129,938 | $6,889 | $6,875 | $52,343 | $681,059 | |||||||
| KATHRYN CORREIA | |||||||||||||
| President & CEO | $630,871 | $121,720 | $46,210 | $70,485 | $18,817 | $888,103 | |||||||
| LESLIE ROOT MD | |||||||||||||
| BOARD DIRECTOR | $152,829 | $44,718 | -$367 | $6,980 | $3,485 | $207,645 | |||||||
| LEWIS L LOW MD | |||||||||||||
| SR VP | $578,313 | $9,010 | $44,620 | $27,679 | $659,622 | ||||||||
| MARY L SMITH | |||||||||||||
| RN | $123,007 | $2,000 | $2,286 | $13,487 | $10,328 | $151,108 | |||||||
| MAUREEN A BRADLEY | |||||||||||||
| SR VP | $273,745 | $3,400 | $16,019 | $17,929 | $311,093 | ||||||||
| ROBERT E DEWITT | |||||||||||||
| SR VP & SEC | $465,289 | $84,528 | $27,385 | $18,120 | $595,322 | ||||||||
| SARAH K JENSEN | |||||||||||||
| INTERIM CFO | $261,081 | $18,785 | -$714 | $12,550 | $12,552 | $304,254 | |||||||
| SONJA O STEVES | |||||||||||||
| SR VP | $379,245 | $37,924 | -$1,657 | $32,642 | $26,188 | $474,342 | |||||||
| TRENT S GREEN | |||||||||||||
| FORMER SR. VP | $533,578 | $24,457 | $23,189 | $34,215 | $615,439 | ||||||||
| YOLANDA SUAREZ MD | |||||||||||||
| PHYSICIAN | $108,410 | $28,749 | $4,782 | $3,439 | $5,308 | $150,688 | |||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018, Dr. Hill received compensation related to his duties as Medical Director at Legacy Emanuel Hospital. Dr. Root also received compensation for medical services provided to Legacy Emanuel Hospital. Dr. Fullman and Dr. Desai received compensation for medical services provided to Legacy Meridian Park Hospital and Legacy Mount Hood Medical Center respectively. There was no other reportable compensation received by any board member during 2018.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid 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 the contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments.The defined contribution plan is available to all employees as they become qualified to participate. The pension restoration plan provides executive pension benefits in excess of IRS mandated limits on eligible compensation to key executives. The benefits are unfunded and subject to forfeiture. Executive pension benefits are intended to make the executive's retirement benefit, as a proportion of their final average salary, comparable to all other employees, and are treated as income when paid.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 is discretionary and can be terminated at any time. The purpose of the Plan is to achieve market share growth in key areas identified in Legacy Healths strategic plan. Targets for operating margins and clinical quality are required over the three-year period and all goals are measured at March 31, 2020.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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Legacy Health is the sole member of Legacy Visiting Nurse Association. |
| 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 theEpiscopal 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 isearlier. 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 Committee received a memorandum with draft 990 returns for Legacy Health and Legacy Emanuel Hospital & Health Center highlighting key areas and requesting feedback. Questions from the Board Audit Committee are answered and changes made where appropriate. Any significant differences in disclosure for other affiliated entities, including LVNA are provided to the Board Audit Committee. Depending on the deadline for the 990 return filing and the Board Audit 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 Departments for review of the disclosure. If a conflict is disclosed, or identified through any other means, Legacy Corporate Compliance ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g., Compliance Committee, Audit 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 and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. |
| Form 990, Part VI, Line 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 LVNA's financial results.When changes are made to the LVNA Articles or Bylaws, LVNA 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 Decreases | CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$129765 |
| Form 990, Part IV, question 12 | Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting LVNA'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 LVNA is 163. |
| Form 990, Part X | LVNA 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 Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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 EMANUEL HOSPITAL & HEALTH CENTER | ||||||||||
| 2801 N GANTENBEIN AVE | PORTLAND | OR | 97227 | 930386823 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL | ||||||||||
| 1015 NW 22ND AVE | PORTLAND | OR | 97210 | 930386793 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY MERIDIAN PARK HOSPITAL | ||||||||||
| 19300 SW 65TH AVE | TUALATIN | OR | 97062 | 930618975 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY MOUNT HOOD MEDICAL CENTER | ||||||||||
| 24800 SE STARK ST | GRESHAM | OR | 97030 | 930591528 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| LEGACY SALMON CREEK HOSPITAL | ||||||||||
| 2211 NE 139TH ST | VANCOUVER | WA | 98686 | 331065485 | HOSPITAL | WA | 501(C)(3) | 3 | N/A | false |
| EMANUEL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 936095667 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| RANDALL CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 931314469 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| GOOD SAMARITAN FOUNDATION | ||||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | 237017276 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
| 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 ADVENTIST VENTURE | ||||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931121816 | HEALTHCARE | OR | 501(C)(3) | 9 | 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 | ||||||||||
| 342 FAIRVIEW STREET | SILVERTON | OR | 97381 | 930281321 | HOSPITAL | OR | 501(C)(3) | 3 | N/A | false |
| SILVERTON HEALTH FOUNDATION | ||||||||||
| 342 FAIRVIEW STREET | SILVERTON | OR | 97381 | 930913392 | CHARITABLE FOUNDATION | OR | 501(C)(3) | 7 | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walgreens Infusion Services at LH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WILMOT ROAD MS 3301 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203161422 | EIN |
| Primary Activities | INFUSION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Share Of Total Income | $1,001,261 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,577,864 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | 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 | Yes (true) | 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 |
Comments