2016-02-16T11:13:07-08:00 2015-03-31 990 2014-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 LINDA S HOFF CFO & TREASURER 2016-02-16 2014 2016-08-17 19:52:53Z GEORGE J BROWN MD C/O 1919 NW LOVEJOY STREET PORTLAND OR 97209 203711091 false false X WWW.LEGACYHEALTH.ORG X 1970 OR Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include five hospitals, inpatient and home hospice programs, 16 14 12249 680 507559 517506 129146239 143037796 56142655 38061344 3662825 4074531 189459278 185691177 1070577 1224205 0 90320653 96401061 0 0 95742317 97375904 187133547 195001170 2325731 -9309993 973881923 1092797777 876994106 1016570954 96887817 76226823 Legacy Health (Legacy), formed in 1970, is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include five hospitals, inpatient and home hospice programs, false false 192936170 1224205 143037796 Legacy provides administrative services for the System in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the System's service area. Legacy is the sole corporate member of six nonprofit corporations: Legacy Emanuel Hospital & Health Center (LEHHC), Legacy Good Samaritan Hospital and Medical Center (LGSHMC), Legacy Meridian Park Hospital (LMPH), Legacy Mount Hood Medical Center (LMHMC), Legacy Salmon Creek Hospital(LSCH) and Legacy Visiting Nurse Association (LVNA). While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area. Legacy, collectively provided over $25 million, $144 million, $58 million, and $2 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2015. In addition, Legacy provided over $20 million in other community benefit activities during fiscal year 2015.In support of its mission, Legacy voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care is determined based on eligibility for insurance coverage, household income, qualified assets, catastrophic medical events, or other information supporting a patient's inability to pay for services provided. Specifically, Legacy provides an uninsured discount of 35% to patients who have resided within Legacy's primary service area for a period of six months, are uninsured for hospital care, and have a household income of less than $100,000 annually. Further discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level or roughly $97,000 for a family of four in Portland, Oregon. For patients whose household income is at or below 200% of the federal poverty level, a full subsidy is available. In addition to the household income criteria, the patients' qualified assets (e.g., 25% of household assets), and other catastrophic or economic circumstances are considered in determining eligibility for charity care.During 2015, Legacy provided charity care on 47,596 patient accounts, representing 5,072 inpatient accounts, and 42,524 outpatient accounts. In 2015, 5% of the patients receiving charity care received a full subsidy representing roughly 3% of the total charity provided. The top five services provided to patients qualifying for charity care were emergency/trauma, surgery, cardiovascular, pediatrics, and general acute care.In addition to charity care, Legacy provides services under various states' Medicaid programs for financially needy patients. The cost of providing services to Medicaid beneficiaries generally exceeds the reimbursement from these programs.Legacy provides services to Medicare beneficiaries and beneficiaries under other government programs (such as TRICARE), for which the cost of treating these patients exceeds the government payments received.The cost of services provided under these programs is determined based on the relationship of costs (excluding the provision for doubtful accounts and those costs associated with medical education, research, community health services, and other contributions) to billed charges.Legacy also employs financial counselors and social workers, who assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, and public assistance. This program assisted many patients in obtaining coverage through a third party, reducing the patients' financial responsibility. The costs associated with this program were $1.6 million and 1.2 million in 2015 and 2014, respectively. In 1998, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. For more than a decade, $500,000 has been granted annually to community-based projects addressing racial and ethnic inequities and root causes. These dollars are in addition to Legacy's other charitable contributions. The Community Health Fund has provided more than 50 grants since 1998 totaling more than $7.1 million. Recognizing that education, employment and income inequities exist for communities of diversity, and that health professions are lacking in diversity, Legacy established the Youth Employment in Summer program. African American and Hispanic youth receive paid summer employment in departments where they worked with health professionals and earned college scholarships between $2,500 and $5,000 annually. Students can remain in the program as long as they stay in school and pursue healthcare careers. Some students have remained in this program for as long as seven years and graduated with degrees in a variety of healthcare fields. Legacy encourages and supports employee volunteerism. Legacy donates $100 to nonprofit health, human service or education organizations in honor of employees who volunteer on personal time 50 hours a year. Employees may receive paid time when volunteering in one or two week time periods in local nonprofit organizations through Legacy's community service leave program.Non-cash donations of resources include clinical and non-clinical services and items (e.g., screenings and support services, internships, information and referral services and health fairs). Legacy's warehouse is available to nonprofit organizations to obtain surplus equipment and furniture. In addition, conference room space is made available to local nonprofits for Board and community meetings. 192936170 true true false true false false false false false false true true false true true false false true false true true false false false false false false true false true true false true false false false false false false false false false false false false true true true false false false true 996 0 true 12249 true false false true CJ false false false false false 0 false false false false false false false false false false X 16 14 false false true false false true true true true false false true true true true true true true true true true OR X X LINDA S HOFF 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 BISHOP DAVID BRAUER-RIEKE BOARD DIRECTOR 3.00 0.00 X 0 0 0 JEFFREY BARBER BOARD DIRECTOR 4.00 0.00 X 1945 0 0 JONATHAN HILL MD BOARD DIRECTOR 3.00 0.00 X 0 9000 0 JAMES WALKER BOARD DIRECTOR 3.00 0.00 X 302 0 0 ROBERT L CORNIE BOARD DIRECTOR 4.00 0.00 X 1027 0 0 JEFFREY D FULLMAN MD BOARD DIRECTOR 3.00 0.00 X 936 0 0 JEFFREY S GORDON Chairman 5.00 0.00 X X 0 0 0 RT REV MICHAEL J HANLEY BOARD MEMBER 3.00 0.00 X 0 0 0 RONALD S KING VICE CHAIR 4.00 0.00 X X 0 0 0 PATRICK REITEN BOARD DIRECTOR 3.00 0.00 X 0 0 0 CORLISS A MCKEEVER BOARD DIRECTOR 3.00 0.00 X 0 0 0 STEPHEN NEWBERRY MD BOARD DIRECTOR 3.00 1.00 X 0 2871 0 JOHN W WINTER JR BOARD DIRECTOR 4.00 0.00 X 0 0 0 SHERYL MANNING BOARD DIRECTOR 4.00 0.00 X 0 0 0 ROBERT E DEWITT SR VP & SEC 40.00 0.00 X X 377302 0 34808 LESLIE ROOT MD BOARD DIRECTOR 4.00 1.00 X 1156 9400 0 GEORGE J BROWN MD President & CEO 40.00 0.00 X X 1816632 0 165341 DAVID RAMUS BOARD DIRECTOR 3.00 0.00 X 0 0 0 DIANE PINNEY BOARD DIRECTOR 4.00 0.00 X 0 0 0 LINDA S HOFF CFO & TREASURER 40.00 0.00 X X 482292 0 56956 CAROL A BRADLEY SR VP 40.00 0.00 X 474195 0 68644 TRENT S GREEN SR VP 40.00 0.00 X 574333 0 67669 SONJA O STEVES SR VP 40.00 0.00 X 430369 0 93223 WAYNE L CLARK VP 40.00 0.00 X 274891 0 39641 RACHEL S JONES VP 40.00 0.00 X 255339 0 7586 MAUREEN A BRADLEY SR VP 40.00 0.00 X 295704 0 45349 PATRICIA M GIANELLI DIRECTOR 40.00 0.00 X 241843 0 52777 LARRY HILL DIRECTOR 40.00 0.00 X 280144 0 25225 JON J HERSEN VP 40.00 0.00 X 217093 0 45411 EDWIN C STREETER VP 40.00 0.00 X 202950 0 12211 EVERETT NEWCOMB III MD SR VP 40.00 0.00 X 1048884 0 86831 JOHN J KENAGY SR VP 40.00 0.00 X 479827 0 55510 LEWIS L LOW MD SR VP 40.00 0.00 X 602782 0 74111 ANTHONY J MELARAGNO MD VP 40.00 0.00 X 568566 0 86264 EVE L LOGSDON DIRECTOR 40.00 0.00 X 220823 0 46225 MICHAEL TEWFIK MD DIRECTOR 40.00 40.00 X 246588 8717 44978 AMY CHAUMETON MD DIRECTOR 40.00 0.00 X 320343 0 44730 JOSEPH O'BRIEN ASST GEN COUNSEL 40.00 0.00 X 208388 0 43356 ROBERT WARNOCK MD DIRECTOR 40.00 40.00 X 68642 277923 49348 P CAMPBELL GRONER FORMER SR. VP SECRETARY 0.00 0.00 X 378631 0 0 10071927 307911 1246194 288 true true false EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 CONSULTANTS 3854474 CDW GOVERNMENT INC 230 N MILWAUKEE AVE VERNON HILLS IL 60061 INFORMATION SYSTEMS 3660587 PHILIPS MEDICAL SYSTEMS PO BOX 100355 ATLANTA GA 303840355 MEDICAL SERVICES 2097035 SIEMENS MEDICAL SOLUTION PO BOX 640401 PITTSBURGH PA 152640401 MEDICAL SERVICES 2037003 MICROSOFT LICENSING GP 1950 STEMMONS FWY 5010 DALLAS TX 75207 IMFORMATION SYSTEMS 3015544 105 517506 517506 CONVENIENCE OF MEMBERS 166372 166372 INV INC ALLOC TO AFFIL -41360293 -41360293 MANAGEMENT FEES 183128756 183128756 PARTNERSHIP INCOME 1102961 1102281 680 143037796 11851561 11851561 0 0 16965411 12890880 4074531 4074531 4074531 31286595 52222 5129034 31286595 -5076812 26209783 31286595 -5076812 0 0 0 0 185691177 174157339 680 11015652 1224205 1224205 0 0 0 9640706 9640706 0 61454739 60897421 557318 4980435 4980435 13977225 13809930 167295 6347956 6347956 0 889058 889058 0 0 0 0 0 1684951 1684951 5070201 4989482 80719 18267255 18267255 0 674228 674228 1222615 1215336 7279 0 0 2668731 2668731 0 27310316 27307646 2670 266319 266319 CONTRACT SERVICES 29400973 28776300 624673 OTHER EXPENSES 5750274 5125228 625046 CONSULTING & AUDIT 4170983 4170983 0 195001170 192936170 2065000 0 0 126187682 174788057 0 3514359 7124784 0 0 0 0 12410488 12376316 410555619 290360729 126094649 120194890 470754842 559880912 157480064 130319546 0 379624 3707997 77060215 84405275 973881923 1092797777 58216896 63591194 460680200 431684287 373551 357723459 521295473 876994106 1016570954 X 96887817 76226823 96887817 76226823 973881923 1092797777 X -9309993 -11351001 X false true X true true true X X 6 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 false 0 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 false 0 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 false 0 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 false 0 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 false 0 0 LEGACY VISITING NURSE ASSOCIATION 930848530 9 false 0 0 6 true false false false false false false false false false false false false false false true Support Schedule: Additional Supplemental Information Legacy provides administrative services supporting the hospitals, in the areas of general administration, finance, legal services, human resources, information management, patient billing, quality and patient safety, and marketing and also oversees and supports health education and community wellness programs throughout the Legacy's service area. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 177777 140001 177777 140001 195259784 1374803994 195437561 1374943995 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 288019 290854 355538 317778 1252189 500000 500000 500000 500000 2000000 3000000 5420552 5420552 166265477 127916665 38348812 934231 668820 265411 216980214 161775244 55204970 20955145 20955145 120194890 7565336 F 130319546 CASH SURRENDER VALUE 166741 DEFERRED FINANCING COSTS 1409294 I/C AFFILIATE - INVESTMENT POOL 51122211 LAND & BUILDING HELD FOR DEVELOPMENT 12686841 LEGACY REAL ESTATE ASSETS 600362 LONG TERM INVESTMENT HELD FOR CAPITAL 1969343 Rounding 1 84405275 I/C AFFILIATE - INVESTMENT POOL 446085579 NONCURRENT BENEFITS LIABILITY 15480885 NONCURRENT PENSION LIABILITY 18865589 NONCURRENT WORKERS' COMP LIABILITY 98225 RESERVE FOR PROFESSIONAL LIABILITY COSTS 40765195 521295473 186833871 186833871 -1142694 -1142694 185691177 195242163 195242163 -240993 -240993 195001170 CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 75140 1 1 75140 75140 false false true true true false true AMERICAN HEART ASSOCIATION 1200 NW NAITO PARKWAY PORTLAND OR 97209 135613797 501(c)(3) 22500 0 2014 HEART WALK, 2014 GO RED EVENT CENTRAL CITY CONCERN 232 NW SIXTH AVE PORTLAND OR 97209 930728816 501(c)(3) 40000 0 COMPASSION IN ACTION CAMPAIGN LUNCH CHELSEA HICKS FOUNDATION PO BOX 755 TUALATIN OR 97062 270869273 501(c)(3) 6675 0 2014 MASQUERADE BALL CHILDRENS CANCER ASSOCIATION 7524 SW MACADAM SUITE B PORTLAND OR 97219 931181662 501(c)(3) 11000 0 2014 HERO GALA SPONSOR, JOYRIDE SP CHILDRENS COMMUNITY CLINIC 27 NE KILLINGSWORTH ST PORTLAND OR 97211 930811915 501(c)(3) 7000 0 ANNUAL SUPPORT COMMUNITY ACTION FOR WA COUNTY 1001 SW BASELINE STREET HILLSBORO OR 97123 930554941 501(c)(3) 17250 0 COMPASSION IN ACTION & MIRACLES COMPASSION CONNECTS INC 12135 SE LINCOLN ST PORTLAND OR 97216 262304524 501(c)(3) 35000 0 ANNUAL SUPPORT DONATE LIFE NORTHWEST 2525 SW 1ST AVE SUITE 175 PORTLAND OR 97201 930867552 501(c)(3) 10000 0 GOLF TOURNAMENT-LIFESAVER BREAKFAST FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 25000 0 HOLIDAY BALL,DIABETES PRG FRIENDLY HOUSE 2617 NW SAVIER PORTLAND OR 97210 930524232 501(c)(3) 8000 0 ANNUAL AUCTION & SUPPLY DRIVE HUMAN SOLUTIONS INC 12350 SE POWELL BLVD PORTLAND OR 97236 930977166 501(c)(3) 15000 0 ROSEWOOD DENTAL PRG/BLDGS SUPPORT JDRF 7000 SW HAMPTON ST 100 PORTLAND OR 97223 231907729 501(c)(3) 5960 0 HOPE GALA,WALK TO CURE DIABETES LIFEWORKS NW 14600 NW CORNELL RD PORTLAND OR 97229 930502822 501(c)(3) 28000 0 CAPITAL CAMPAIGN CONTRIBUTION MARCH OF DIMES 1220 SW MORRISON ST 510 PORTLAND OR 97205 131846366 501(c)(3) 10500 0 2014 MARCH FOR BABIES, NURSE OF YR NATIVE AM REHAB ASSOC NW 1776 SW MADISON ST PORTLAND OR 97205 237098400 501(c)(3) 8000 0 RECOVERY SUPPORT ASSISTANCE NATIVE AMERICAN YOUTH AND FAM 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501(c)(3) 15000 0 EARLY COLLEGE LUNCHEON, GALA NEW AVENUES FOR YOUTH 1120 SW COLUMBIA ST PORTLAND OR 97201 930910213 501(c)(3) 12500 0 STEVE ALLEN COMEDY SHOW OR ASSOC OF MINORITY ENTREPRE 4134 N VANCOUVER AVENUE PORTLAND OR 97217 943058546 501(c)(3) 11000 0 ANNUAL TRADE SHOW, 2014 YOUTH CONF OREGON CENTER FOR NURS 5000 N WILLAMETTE BLVD PORTLAND OR 97203 743052430 501(c)(3) 13000 0 FUNDRAISER BREAKFAST OREGON PUBLIC HEALTH INSTITUT 315 SW FIFTH AVE SUITE 202 PORTLAND OR 97204 931259522 501(c)(3) 12500 0 AHEAD PROJECT & LUNCHEON OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(c)(3) 10000 0 ANNUAL DONATION PARTNERS IN DIVERSITY 200 SW MARKET ST SUITE 150 PORTLAND OR 97201 930819366 501(c)(3) 10093 0 SAY HEY EVT, PLATINUM LEVEL SPONSOR PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 145000 0 STAKEHOLDER DONATION REAP INC PO BOX 3442 PORTLAND OR 97208 931315162 501(c)(3) 5304 0 WOMEN OF LEGACY LUNCHEON RONALD MCDONALD HOUSE CHARITI 2620 N COMMERCIAL PORTLAND OR 97227 930806912 501(c)(3) 21500 0 HEART & HANDS AUCTION, PRG SUPPORT SELF ENHANCEMENT INC 3920 N KERBY AVE PORTLAND OR 97227 931086629 501(c)(3) 12500 0 YES & HEALTHY FUTURES & SOUL EVENT SOUTHWEST WA REGIONAL HEALTH PO BOX 5000 VANCOUVER WA 98666 462164971 501(c)(3) 25000 0 GENERAL SUPPORT DONATION SW COMMUNITY HEALTH CENTER 7754 SW CAPITOL HWY PORTLAND OR 97219 743050497 501(c)(3) 15000 0 ANNUAL SUPPORT THE FDTN FOR MEDICAL EXCELLENCE ONE SW COLMBIA ST SUITE 860 PORTLAND OR 97258 930632522 501(c)(3) 21000 0 ANNUAL SUPPORT THE URBAN LEAGUE OF PORTLAND 10 N RUSSELL ST PORTLAND OH 97227 930395590 501(c)(3) 15000 0 EQUAL OPPOR AWARDS DINNER TRANSITION PROJECTS 475 NW GLISAN ST PORTLAND OR 97209 930591582 501(c)(3) 8000 0 SOUP FOR THE SOUL EVENT SPONSOR 15 16 Grantmaker's Description of How Grants are Used Legacy provides grants to the community through the Community Health Fund which was established in 1999 by the Legacy Board of Directors. The Legacy Board oversees a $10 million Community Health Fund helping to address major community health issues. The majority of the grants are for three years. The Legacy Board reviews applications providing grants only to 501(c)(3) organizations. Follow up occurs annually regarding the use of the funds. In addition Legacy donates to charitable organizations to support health and human services, civic and community causes, and business development. Legacy's Community Affairs Department administers these grants, assuring the organizations meet the 501(c)(3) qualifications and the money is used for its intended purpose. X X true true X X X X X false true false true true true true false true true AMY CHAUMETON MD DIRECTOR 262756 24557 33030 27560 17170 365073 ANTHONY J MELARAGNO MD VP 379652 106322 82592 58079 28185 654830 76676 CAROL A BRADLEY SR VP 344043 93779 36373 36151 32493 542839 15514 EDWIN C STREETER VP 64522 26892 111536 12211 215161 EVE L LOGSDON DIRECTOR 198678 25441 -3296 20197 26028 267048 EVERETT NEWCOMB III MD SR VP 606737 349297 92850 56321 30510 1135715 228349 GEORGE J BROWN MD President & CEO 997238 686859 132535 109138 56203 1981973 422154 JOHN J KENAGY SR VP 378705 99452 1670 27000 28510 535337 JON J HERSEN VP 192999 34505 -10411 18646 26765 262504 JOSEPH O'BRIEN ASST GEN COUNSEL 185846 24182 -1640 18380 24976 251744 LARRY HILL DIRECTOR 213542 27351 39251 16493 8732 305369 LEWIS L LOW MD SR VP 432039 116884 53859 46024 28087 676893 11647 LINDA S HOFF CFO & TREASURER 462510 19782 20754 36202 539248 MAUREEN A BRADLEY SR VP 241134 53535 1035 22435 22914 341053 MICHAEL TEWFIK MD DIRECTOR 222033 8791 26261 -1706 -74 27413 16926 639 290927 9356 P CAMPBELL GRONER FORMER SR. VP SECRETARY 378631 378631 378631 PATRICIA M GIANELLI DIRECTOR 216062 28944 -3163 32235 20542 294620 RACHEL S JONES VP 71016 51571 132752 7586 262925 ROBERT E DEWITT SR VP & SEC 315131 54576 7595 22581 12227 412110 ROBERT WARNOCK MD DIRECTOR 66877 243635 613 1765 33675 30524 4416 14408 103582 292331 SONJA O STEVES SR VP 324029 92321 14019 72982 20241 523592 14584 TRENT S GREEN SR VP 403040 114832 56461 38801 28868 642002 14943 WAYNE L CLARK VP 223176 42413 9302 23311 16330 314532 7360 Part I, Line 1a: Relevant information in regards to selections on 1a. Some executives belong to business clubs. Any expenses relating to the personal use of the club are paid directly to the club by the executive. Only business related use is paid to the business club or reimbursed to the executive by Legacy. An allocation of personal use of dues is completed annually and added to the compensation of the executive.Legacy does periodically reimburse for some travel of companions. During 2014, 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 a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). 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. The compensation for 2014 was not paid out until February 2015 and will be reported in FY2016 to match the 1099 reporting. 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. Compensation received by Dr. Newberry and Dr. Hill during 2014 related to their duties for the Medical Staff at Legacy Meridian Park Hospital and Legacy Emanuel Hospital respectively. Dr. Root received compensation relating to her duties as President of the Legacy Emanuel Medical Staff & compensation for medical services provided to Legacy Emanuel Hospital. Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market.The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid to executives during the current year and were reported on prior form 990 returns. These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. 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 value of defined benefit plans, contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments. The defined contribution 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 an Executive Long Term Incentive Plan effective April 1, 2011 for 3 years ending on March 31, 2014. The initial participants include the CEO, CFO and COO. The long-term strategic goals included improving the quality of care by promoting a culture of safety; effective meaningful use and optimal care outcomes; improved financial management and bond ratings; and improving philanthropic support. Targets for operating margins and clinical quality were required over the three year period and all goals were measured at March 31, 2014.The Plan was funded and paid out in July 2014 after approval from the Legacy HealthCompensation committee and the Legacy Health Board. The amount paid out was properlyreported as deferred compensation in prior years. The total amount paid out is included in the CEO and COOs compensation reported as deferred in prior Form 990 in 2014 and is $300,000, and $145,000 respectively. The CFO left Legacy in 2013 and did not receive any payout.The Legacy Health Board approved the goals and long-term objectives for the Executive Long Term Incentive Plan effective April 1, 2014 for 3 years ending on March 31, 2017. The plan is discretionary and can be terminated at any time. The purpose of the Plan is to attract and retain highly qualified senior executives, to focus management performance and reward participants for contributing to the accomplishments of Legacys long-term objectives. The long-term strategicgoals include the development of a health plan partnership strategy; partner with other local healthcare providers to open a center for behavioral health; expanded use of information technology and data analytics to improve patient care; and executing an urgent care strategy to improve access to care and reduce emergency visits. Targets for operating margins and clinical quality are required over the three year period and all goals are measured at March 31, 2017. Payout is after approval from the Legacy Health Compensation committee and the Legacy Health Board.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. A CLACKAMAS COUNTY OREGON 237426300 179027VJ3 2008-11-13 150000000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false false B CLACKAMAS COUNTY OREGON 237426300 179027WC7 2009-05-21 163860000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC true false false C OR FACILITIES AUTHORITY 237426300 68608JKC4 2010-01-13 123745000 FINANCING CURRENT REFUNDING REVENUE BONDS false false false D OR FACILITIES AUTHORITY 237426300 68608JNP2 2011-05-05 111470000 FINANCING REFUNDING REV BONDS false false false A 150000000 1672180 228625 148099195 2010 false false true true B 91660000 164131727 11910062 16284425 2221648 133715592 2012 false false true true C 60310000 126570447 1633485 124936962 false false D 17080000 115691620 1071770 114619850 true false A false false true true false false B false false true true false false C false false true true false 0.00210 0.00210 false D false false true true false false A false true true false true CALYON TRINITY 1.5000 true false true B false true false false false true C false true false false false true D false true false false false true A true B true C true D true Part VI PART IV, ARBITRAGE, LINE 2CDate of rebate computation for Clackamas County (Issuer A): 5/5/2014Date of rebate computation for Clackamas County (Issuer B): 7/31/2014Date of rebate computation for OR Facilities Authority (Issuer C): 4/14/15 A WELLS FARGO 237426300 2014-07-15 71720000 FINANCING REFUNDING REV BONDS true false false A 6541090 78261090 451090 77810000 true false A false false true true false false A false true false false false true A true Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The Legacy by-laws were amended and restated on 1-22-2015 with the following changes:1. The Bishops serving as Ex-officio Directors for the Lutheran Synod and Episcopal Diocese or their designees may fully participate in meetings and board deliberations, but are non-voting directors. 2. The Medical Quality & Credentialing committee now includes the Randall Children's Hospital Chairman as an ex-officio member. 3. The Governance Committee has a standing subcommittee for board succession to recommend candidates for Board Chair and Vice Chair to the Governance Committee and the full Board.4. The Strategic Collaborations Committee was formed as a permanent committee of the Legacy Board to work with senior management to develop and prioritize opportunities for collaborations. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the "Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person appointed by election of the Oregon Synod Council;(d) One (1) person appointed by election of the Convention of the EpiscopalDiocese. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The appointed persons by the Oregon Synod Council and the Convention of the Episcopal Diocese may not be removed from the Board without written consent of their respective organizations. 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 reviewed the 990 return with Management prior to filing. 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. When changes are made to the Legacy Articles or Bylaws, Legacy discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY = -$11391776 Other Changes In Net Assets Or Fund Balances - Other Increases ROUNDING = $3 Other Changes In Net Assets Or Fund Balances - Other Increases TRANSFER TO FOUNDATION = $40772 990 Part X Legacy manages the investments for all affiliates through 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. Legacy reports the gains or losses on the investment portfolio. Part 1, Line 5 & Part V question 2a The number of employees reported on the W-3 is for all Legacy Health Affiliates. Legacy Health is a common pay agent for all of the affiliates and reports all employees under its EIN. Part IX, line 20 Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $15,631,418.Entity AmountLHS 2,668,731LEHHC 8,647,743 LGSMC 1,715,676LMPH 1,494,434LMHMC 1,104,834LSCH 0 LEGACY HEALTH SYSTEM CPC LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON PAY COMPANY OR N/A LEGACY SINGLE DEPOSITORY ENTITY LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 COMMON DEPOSITORY COMPANY OR NA LEGACY EPIC FOR AFFILIATED PHYSICIANS 1919 NW LOVEJOY ST PORTLAND OR 97209 ELECTRONIC MEDICAL RECORDS FOR PHYSICIANS OR -585601 1849891 N/A LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK AT GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 N/A true LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A true LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 N/A true EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 936095667 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true MERIDIAN PARK MEDICAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 930773410 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true MT HOOD MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 930794951 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A true 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 LEGACYUSP SURGERY CENTERS LLC 15305 DALLAS PKWY SUITE 1600 LB 2 ADDISON TX 75001 261846866 MGMT SERV OR N/A Related 75607 11307203 false false 0.50100 LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 AIR AMBULANCE OR LEHHC Related 3592813 4900306 false false 0.32000 WALGREENS INFUSION SERV AT LEGACY LLC 104 WILMOT ROAD MS 1435 DEERFIELD IL 60015 203161422 INFUSION OR LVNA Related 892264 1167219 false false 0.50000 NORTHWEST HOSPITAL PARTNERSHIP INC 1919 NW LOVEJOY ST PORTLAND OR 97209 930973009 INVESTMENT OR LGSHMC INVESTMENT 117384 false false 0.50000 MANAGED HEALTHCARE NORTHWEST 1919 NW LOVEJOY ST PORTLAND OR 97208 930914759 MEDICAL OR LEGACY MT HOOD MEDICAL CENTER C 155043 275741 0.75000 false LEGACY HEALTH SYSTEM INSURANCE COMPANY 1919 NW LOVEJOY ST PORTLAND OR 97209 030322342 INSURANCE N/A C 766 241310 1.00000 false true true true true true false true true true true false true true true true true true true true LEGACY EMANUEL HOSPITAL & HEALTH CENTER a 5056756 Fair Value LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL a 77160 Fair Value LEGACY MERIDIAN PARK HOSPITAL a 743692 Fair Value LEGACY MOUNT HOOD MEDICAL CENTER a 360647 Fair Value EMANUEL MEDICAL CENTER FOUNDATION c 167520 Cash EMANUEL MEDICAL CENTER FOUNDATION l 430979 Actual Cost RANDALL CHILDRENS HOSPITAL FOUNDATION l 346318 Actual Cost GOOD SAMARITAN FOUNDATION c 148877 Cash GOOD SAMARITAN FOUNDATION l 707105 Actual Cost MERIDIAN PARK MEDICAL FOUNDATION c 31111 Cash MERIDIAN PARK MEDICAL FOUNDATION l 512146 Actual Cost MT HOOD MEDICAL CENTER FOUNDATION c 89750 Cash MT HOOD MEDICAL CENTER FOUNDATION l 54248 Actual Cost SALMON CREEK HOSPITAL FOUNDATION c 44641 Cash SALMON CREEK HOSPITAL FOUNDATION l 178730 Actual Cost