2014-02-18T15:55:43-08:00 2013-03-31 990 2012-04-01 930386823 LEGACY EMANUEL HOSPITAL & HEALTH CENTER LEGA 5034155600 2801 N GANTENBEIN AVENUE PORTLAND OR 97227 LINDA S HOFF 2014-02-18 2012 2015-11-30 17:44:51Z GEORGE J BROWN MD C/O 1919 NW LOVEJOY STREET PORTLAND OR 97209 652868858 false false X WWW.LEGACYHEALTH.ORG X 1912 OR Legacy Emanuel Hospital & Health Center(LEHHC), established in 1912, provides acute and tertiary care in northeast Portland, with 554 licensed beds. LEHHC operates Randall Children's hospital, Level I Trauma Center, the Oregon Burn Center and high-risk obstetric services including a Level III NICU. LEHHC provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC is part of Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking an 16 14 0 976 25808002 -278506 27449159 16178909 602437805 624832563 7262526 11659014 216695 144359 637366185 652814845 324254 265495 0 335310657 343373940 0 0 281537092 296928890 617172003 640568325 20194182 12246520 544483441 545789032 401772407 401420119 142711034 144368913 Legacy Emanuel Hospital & Health Center(LEHHC), established in 1912, provides acute and tertiary care in northeast Portland, with 554 licensed beds. LEHHC operates Randall Children's hospital, Level I Trauma Center, the Oregon Burn Center and high-risk obstetric services including a Level III NICU. LEHHC provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC is part of Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking an false false 422490828 265495 540486289 LEHHC provides a comprehensive range of inpatient, clinical and diagnostic services in numerous medical specialties and subspecialties. LEHHC provides training for interns and residents through its nationally accredited graduate medical education program. LEHHC operates primary care teaching clinics at LEHHC and in St. Helens, located approximately 30 miles from the main LEHHC campus. In addition to its core hospital services, LEHHC provides related health services through the following programs:The Randall Children's Hospital; Legacy Research; Legacy Laboratory Services, LLC(Lab); Legacy Metro LabThe Randall Children's Hospital at Legacy Emanuel is a full-service children's hospital within LEHHC committed to providing care in an environment sensitive to the special needs of children and their families, including premature and critically ill newborns. The Randall Children's Hospital treats children from throughout Oregon, southwest Washington, Alaska and Idaho.Legacy Research is a full-service research facility that supports a wide range of research activity. Legacy Research collaborates with pharmaceutical, biotechnology and medical device companies. Legacy Research is located in northeast Portland (Holladay Park campus).LEHHC is one of four members of an emergency air transport service joint venture, Life Flight Network LLC, which serves Oregon and southwest Washington.In support of its mission, LEHHC voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. During fiscal year 2013, LEHHC provided financial assistance on approximately 23,800 patient accounts (of which 28% received discounts totaling 100% of costs) and resulted in LEHHC incurring roughly $29,821,000 in uncompensated costs associated with this program. In addition to charity care, LEHHC provides services under various states' Medicaid programs for financially needy patients, Medicare beneficiaries, and other government programs for which the cost of treating these patients exceeds the government payments received. During fiscal year 2013, LEHHC incurred approximately $73,560,000, $33,860,000 and $1,316,000 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. LEHHC also provides a variety of other community benefit activities such as medical education, donations to other charitable entities, research, and other health improvement services which totaled roughly $19,813,000 during fiscal year 2013.LEHHC is part of Legacy, which collectively provided over $66 million, $119 million, $77 million, and $2 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2013. 58965143 44613074 LEHHC is the sole member of Legacy Clinics, LLC, an Oregon limited liability company, which operates sixteen primary care and over thirty specialty clinic sites throughout the Portland Metropolitan area. In addition, Legacy Clinics operates the hospitalist and intensivist programs at the four Legacy Health Oregon hospitals. 32749819 39733200 LEHHC is the sole member of Legacy Laboratory Service, LLC (Lab), an Oregon limited liability company which is located at the Holladay Park campus and operates and manages multiple locations throughout the greater Portland area, the Willamette Valley and the central Oregon coast. The Lab also provides outpatient laboratory services to over 2,500 physicians located in Oregon and southwest Washington. Test and service offerings support the medical community and programs offered by the System through specialized services, such as its cytogenetics, medical genetics and cellular and molecular diagnostics laboratories, as well as clinical laboratory support. Prior to April 1, 2009, Legacy Laboratory Services operated as a division of LEHHC.Legacy MetroLab (a dba of LEHHC) is a nationally certified toxicology laboratory supporting business and industry clients throughout the United States. 514205790 true true false true false false false false false true true true false false true false false true false false false false false false false false true true true true true false false false false false false true false false false false true false false false true true true false false false true 0 0 false 0 false true false false false false false false 0 false false false false false false false false false false X 16 14 false true false false true 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 DAVID E EAGER 0.00 40.00 X 0 661662 222074 P CAMPBELL GRONER III 0.00 40.00 X X 0 534857 130283 GEORGE J BROWN MD 0.00 40.00 X X 0 1450450 381385 LESLIE ROOT MD 4.00 0.00 X 21460 0 0 DIANE PINNEY 4.00 0.00 X 0 0 0 SHERYL MANNING 4.00 0.00 X 0 0 0 JOHN W WINTER JR 4.00 0.00 X 0 0 0 STEPHEN NEWBERRY MD 3.00 1.00 X 0 8000 0 RT REV MICHAEL J HANLEY 3.00 0.00 X 0 0 0 CORLISS A MCKEEVER 3.00 0.00 X 0 499 0 DUANE C MCDOUGALL 3.00 0.00 X 0 0 0 RONALD S KING 4.00 0.00 X 0 0 0 JEFFREY S GORDON 5.00 0.00 X X 0 0 0 JEFFREY D FULLMAN MD 3.00 0.00 X 0 0 0 ROBERT L CORNIE 4.00 0.00 X 0 0 0 COLLEEN A CAIN 7.00 0.00 X X 0 0 0 CHRISTOPHER S THOMING MD 3.00 0.00 X 0 0 0 BISHOP DAVID BRAUER-RIEKE 3.00 0.00 X 0 0 0 JOHN J KENAGY 0.00 40.00 X 0 289752 39269 GLEN C LUTZ 0.00 40.00 X 0 142360 8017 MAUREEN A BRADLEY 0.00 40.00 X 0 293638 39299 EVERETT W NEWCOMB III 0.00 40.00 X 0 691557 186437 P ASHLEY WACKYM 40.00 0.00 X 381979 0 55284 LORI J MORGAN MD 40.00 0.00 X 552936 0 77014 SONJA O STEVES 0.00 40.00 X 0 388659 175352 DONALD A TOUSSAINT 40.00 0.00 X 200941 0 41286 DUNCAN R NEILSON MD 40.00 0.00 X 404142 0 54730 MELINDA J MULLER MD 40.00 0.00 X 302396 0 61287 WILL V MOWE 40.00 0.00 X 248194 0 37956 LOW L LEWIS MD 40.00 40.00 X 209275 244108 63130 BRYCE R HELGERSON 40.00 0.00 X 382495 0 39729 CARLA D HARRIS 40.00 0.00 X 438812 0 86567 TRENT S GREEN 0.00 40.00 X 0 423222 75838 CAROL A BRADLEY 0.00 40.00 X 0 429479 81250 GEORGE A CIOFFI MD 0.00 40.00 X 0 355597 65241 MOLLY F BURCHELL MD 40.00 0.00 X 399815 0 89932 PATRICK O'HOLLAREN MD 40.00 0.00 X 757511 0 52521 NATHALIE JOHNSON 40.00 0.00 X 705601 0 34627 MARCOS BARNATAN 40.00 0.00 X 538466 0 71460 JOHN P IGUIDBASHIAN MD 40.00 0.00 X 859008 0 66872 MONICA C WEHBY MD 40.00 0.00 X 948677 0 54401 PAMELA S VUKOVICH 0.00 0.00 X 0 230511 86196 7351708 6144351 2377437 442 true true false ZIMMER GUNSUL FRANSCA ARCHITECTS LLP 320 SW OAK ST SUITE 500 PHOENIX OR 97204 ARCHITECT DESIGN 2020116 TRAUMA SPECIALISTS LLP 1620 SW TAYLOR PORTLAND OR 97205 MEDICAL SERVICES 8844615 OREGON HEALTH SCIENCES 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 MEDICAL SERVICES 1487608 BAUGH SKANSKA INC 222 SW COLUMBIA ST 300 PORTLAND OR 97201 CONSTRUCTION 6546957 ASSOCIATED REGIONAL & UNIVERISTY PATHOLOGISTS 500 CHIPETA WAY SALT LAKE CITY UT 84108 MEDICAL SERVICES 2332252 51 9399686 6657166 122057 31267 16178909 REVENUE CLINICS 90917582 90917582 PHYSICIANS 37154046 37154046 PATIENT PROGRAM REV 1118824862 1118824862 LAB, PHARMACY, ETC 76025736 26732397 49293339 CONVENIENCE OF MEMBERS 3400394 3400394 -701490057 -678004720 -23485337 624832563 11663499 11663499 0 135287 135287 9072 9072 9072 9072 49528 54013 -4485 -4485 -4485 0 0 0 0 652814845 595624167 25808002 15203767 53570 53570 211925 211925 0 0 4116096 3553377 562719 0 263964066 232335274 31628792 22299301 19612251 2687050 32645838 28101649 4544189 20348639 17968076 2380563 0 23669 18261 5408 0 0 0 0 24792840 24792840 0 88837553 84449340 4388213 0 0 6136752 5046254 1090498 757472 630668 126804 0 0 10035220 7742479 2292741 0 28552756 22193660 6359096 1224912 772806 452106 CONSULTING 631085 104332 526753 BAD DEBTS 26366213 26366213 PROVIDER TAX 27668829 27668829 ADMINISTRATIVE SERVICES FEES 81901589 12583986 69317603 0 640568325 514205790 126362535 0 1295544 2524491 0 0 94298348 88279369 0 0 665594 399498 6595536 6841516 493442 525800 566154873 245461674 302128293 320693199 0 121594466 107465298 0 0 17412218 19059861 544483441 545789032 56464005 57139800 345308402 344280319 401772407 401420119 X 141154262 142939136 1556772 1429777 142711034 144368913 544483441 545789032 X 12246520 -10588641 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 14434 276420 14434 276420 535367053 787494870 535381487 787771290 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 263925 349418 288019 290854 1192216 500000 500000 500000 500000 2000000 3000000 13328808 2885506 169983 6108902 10275395 7279381 11627099 22758 5600430 13328808 7490163 6754427 247018 7212227 7279381 5512083 3410483 386083 1818486 7490163 5315578 924566 944617 5512083 0.80000 0.20000 false true true 2822665 2822665 349352194 115862319 233489875 5161699 1095143 4066556 192293834 128504212 63789622 16524481 16524481 320693199 107465298 NONCURRENT WORKERS' COMP LIABILITY 1074637 NONCURRENT PENSION LIABILITY 74107751 NONCURRENT ENVIRONMENTAL OBLIGATION 1523634 MORTGAGES 1656702 I/C AFFILIATE DEBT 265917595 344280319 628926000 628926000 23888845 23888845 652814845 622685000 622685000 17883325 17883325 640568325 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S EXPENSE FROM RESEARCH $11817137 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $6069367 AUXILIARY EXPENSE $-8088 MEDICAL STAFF EXPENSE $329365 ELIMINATE EQUIPMENT DONATIONS $-323808 ROUNDING $-648 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S REVENUE FROM RESEARCH $11690142 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $6180255 AUXILIARY INCOME $40661 MEDICAL STAFF INCOME $342495 ROUNDING $0 IN KIND DONATION $31267 CAPITAL DONATION IN TOWER PROJECT $4845315 EMANUEL FOUNDATION DONATION $758710 Part V, Line 4 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. Emanuel Medical Center Foundation (EMCF) and The Children's Hospital Foundation (TCHF) maintain all charitable gifts including endowment funds for the benefit of LEHHC and it's programs. Income from permanently restricted net assets is accounted for in accordance with the donors' instructions.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator. true true X true X true X true true true false true true 29820629 29820629 0.04660 156200053 82648139 73551914 0.11480 186020682 82648139 103372543 0.16140 6232156 4497314 1734842 0.00270 10142513 2965250 7177263 0.01120 9949292 9949292 0.01550 951097 951097 0.00150 27275058 7462564 19812494 0.03090 213295740 90110703 123185037 0.19230 false 26366213 18456349 42609732 50965943 -8356211 X true true 1 1 LEGACY EMANUEL HOSP & HEALTH

2801 N GANTENBEIN AVENUE PORTLAND OR 97227

www.legacyhealth.org X X X X X X LEGACY EMANUEL HOSP & HEALTH 1 true X X X X X X X X X 11 true true true X X X X X X X X X X false false false true true 200.0000 true 400.0000 true X X X X X X X true true X X X X X X true false X X X X true X false false Part V - Explanation of Number of Facility Type LEHHC also operates physician clinics (Legacy Medical Clinics, LLC) and diagnostic laboratory services (Legacy Laboratory Services, LLC). Part VI - States Where Community Benefit Report Filed OR Part VI - Affilated Health Care System Roles and Promotion LEHHC is a subsidiary of Legacy Health (Legacy). Legacy is an integrated health system based in Portland, Oregon and primarily operates five acute care hospitals and related services (e.g., physician practices, hospice, preferred provider network) in the four county metro area of Portland and SW Washington. The Legacy Board is comprised of community and business leaders as well as representatives of the medical staff. The LEHHC medical staff is open, with physicians submitting credentialing information reviewed according to LEHHC policies and standards. While there is investment in a variety of community-based activities and programs as a part of its non-profit status, an overwhelming majority of Legacy and LEHHC's community benefit comes in the form of providing uncompensated care. Legacy's policy of providing care regardless of the ability to pay makes it one of the region's largest providers of uncompensated care in the four-county metropolitan area.In 1998, the Legacy Board approved a $10 million Community Health Fund from operating revenue to address major community health issues. About $500,000 annually has been granted to community-based projects addressing racial and ethnic inequities and root causes. These dollars are in addition to the system's generous charitable contributions. The Community Health Fund has provided over 35 grants since 1998 totaling nearly $6.7 million, including a third in the LEHHC service area. A recent project was a three-year, $470,000 partnership among three local organizations to reduce childhood obesity among children of color, particularly African American. In 2010, Legacy established the Health Literacy Initiative. The ability of patients to both understand and act upon the medical information provided to them is critical to their health outcomes. Patients must use information to navigate the health system (complete insurance and government forms, sign consents, schedule appointments), manage diseases and acquire preventive screenings. Providers (defined as all staff interacting with or developing materials used by patients) are responsible for ensuring that patients can act on the information provided. Funded by the Community Health Fund in 2012, Legacy hosted the first Oregon and SW Washington Health Literacy Conference. 360 people from 69 organizations attended. In 2013, the Health Literacy Conference had 500 health professionals attend and ensuring this conference as an annual event. Legacy is now the recognized leader in moving health literacy forward both in the health delivery system and broader community.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 in 1999. Annually, 13-15 African American, Hispanic and Native American youth receive paid summer employment in departments where they work with health professionals and earn college scholarships between $2,500 and $5,000 annually. Students must remain in school and pursued health careers in order to continue in the program. Some students remain in the program as long as seven years and graduated with degrees in a variety of healthcare fields. The vast majority of the students are the first in the families to go to college. In addition to the Community Health Fund, Legacy provided cash donations to local health and human service, education, economic development and civic organizations. A few examples include Children's Cancer Association, March of Dimes, NW Parish Nurse Ministries, and Self Enhancement Inc. Legacy Employees served on over 140 Community Boards and Committees and volunteered over 3,000 hours in community service. In addition, Legacy's lab services provided more than $18,000 of in-kind services to the local safety net clinic which is located 10 blocks from LEHHC and is dedicated to serving residents of the inner neighborhoods. Part VI - Explanation Of How Organization Furthers Its Exempt Purpose LEHHC collaborates with other healthcare providers, community-based organizations, business and the public on projects to improve the health of the community. CARES NW (Child Abuse Response and Evaluation Services) is one example of a clinically based partnership in collaboration with three health systems. LEHHC serves as the employer and donates the infrastructure for CARES NW. Nearly 20 years ago, LEHHC recognized that nonprofit organizations spend valuable dollars on office space and infrastructure - dollars better spent on meeting their missions. Since then, LEHHC has provided free office space and other infrastructure services to four nonprofit organizations on its campus totaling over $90,000 a year in-kind. One organization, the African-American Health Coalition, is dedicated to closing the health inequities gap. In addition to space, Legacy donated a $1.6 million building to the coalition. Other organizations include Oregon Lutheran Synod and Northwest Parish Nurse Ministries. The Ronald McDonald House is located on donated land within the hospital campus. Non-cash donations of resources include clinical and non-clinical services and items such as screenings and support services, internships, information and referral services and health fairs. Legacy's warehouse is open to nonprofit organizations to obtain surplus equipment and furniture. In addition, conference room space is made available to local nonprofits for Board and community meetings.As a hospital located in a high density, inner city neighborhood, LEHHC's security department patrols the neighborhoods as a service to those communities. Emanuel employees, local businesses and neighborhood associations collaborated to revitalize a neighboring park which was previously used for drug and other illegal activities. Since that time police incidents have decreased 93 percent.LEHHC clinical staff is involved with local communities through many child safety programs. In 1986, nurses in Emanuel Hospital's Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program. Taught by trauma and emergency medical professionals, the program reaches 56,000 people each year. The American Hospital Association awarded the TNTT program its NOVA Award. In addition, Legacy staff members conduct free education sessions to show parents how to properly install car seats. Last year, Legacy staff fit and sold more than 11,000 bicycle and snow helmets for children at a nominal or no fee based on need. Legacy staff members also provide new parents with training to reduce the incidences of shaken baby syndrome and our in-house Safety Store sells child protection devices for the home at a nominal charge.As a tertiary center, LEHHC provides several unique services to a four state region (Alaska, Washington, Oregon and Idaho) including its Level I trauma center, Children's Hospital, burn center, high-risk obstetric services, and a Level III NICU. In addition, LEHHC provides training for interns and residents through its nationally accredited graduate medical education program and partners with schools to provide training and education for nursing and other health professionals. Part VI - Community Information LEHHC is located across the Willamette River slightly north of downtown and is in one of the oldest urban neighborhoods in Portland. The community is defined as the five mile radius primary service area which extends from the Columbia River in the north to south of Highway 99E in the south and from Walker Road in the west to NE/SE 82nd in the east. The close-in community includes the neighborhoods of Boise/Eliot, Kenton, Piedmont, St. Johns, Irvington, Alameda, Lloyd District/ Sullivan's Gulch, Rose City and Laurelhurst. Zip codes for the five mile area include: 97201-97205, 97207-97215, 97217-97219, 97221, 97225, 97227, 97229, 97232, and 97239. The most recently available demographic data is from 2007 to 2010. When available, data at the primary service area level is used, followed by the county (Multnomah) and then the state (Oregon). County data is used most frequently because there is a lack of available data at the zip code level, particularly related to race and ethnicity.The population of the five mile primary service area was 443,500 in 2010. Annual growth from 2010 to 2015 is projected to be 0.5% which is the lowest of the Legacy hospital service areas. In 2009, the median age in Oregon was 37.8 years and 36.9 years in Multnomah County. In 2010 the LEHHC primary service area was 74.1% non-Hispanic white, 8.6% Hispanic, 6.6% African American, 5.9% Asian, 3.4% bi-racial and 0.7% Native American. A recently published Coalition of Communities of Color Report showed that communities of color nearly doubled as a percent of population between 1990 and 2008 in Multnomah County. The African American/Black population continues to be most concentrated in the historical neighborhoods of North/Northeast Portland, but increased housing prices in those areas have resulted in this population shifting toward East Multnomah County. Multnomah County continues to have triple the percentage population of African Americans as the other three counties with the majority residing in the LEHHC immediate neighborhoods.Hispanics are moving into the LEHHC service area at a higher rate than any other group (more than doubling in numbers in the past 15 years). Additionally, they have a higher birth rate than other communities of color. The Hispanic population accounts for about one-fifth of the births in Oregon, while they make up just one-tenth of the population.The Portland Native American community is the ninth largest Indian urban population in the US. With a child poverty rate of 46% and a 70% unemployment rate in 2009, the Native American community struggles across multiple indicators in contrast to the non-Hispanic white community. The immigrant and refugee population is growing in the region. Recent immigrants and refugees are more likely to be culturally and linguistically isolated. A small but increasing African refugee population has settled primarily in North and NE Portland and is distinct from the African American/Black population. Available data suggests that the African population is generally poorer than other communities.Census numbers do not adequately represent the true and changing picture of the population. More than 100 languages are spoken in the Portland public schools. Schools near LEHHC are 40% - 70% children of color made up primarily of African-American and increasingly Hispanic students. Schools are experiencing a 50% English-as-a-Second-Language rate and a 50-80% reduced-cost or free lunch rates. Multnomah County has a median household income (MHI) of $50,700 which is higher than the state's average at $48,500. However, there is a much greater disparity of MHI between communities of color earning half the incomes of non-Hispanic whites in Multnomah County. While non-Hispanic whites MHI was $54,300, Native Americans had the lowest MHI of $23,200, followed by African Americans at $28,200 and Hispanics at $36,400. In contrast, Asians MHI was $51,400. In Multnomah County in 2008, the rate of under 18 years poverty was 12.5% for non-Hispanic white children and 33.3% for children of color. Catholic Healthcare West and Thomson Reuters developed the Community Needs Index (CNI), a tool that produces a composite picture of needs using a variety of demographic and socio economic indicators. The CNI is increasingly being used as the national standard in identifying communities with health disparities and comparing relative need. A higher score indicated a greater need. The locations of two of the top four self pay zip codes for all Legacy hospitals are directly north of LEHHC in St. Johns (97203 and 97217).The LEHHC five mile primary service area includes four other tertiary hospitals. LEHHC operates a Level I trauma center and Randall Children's Hospital at Legacy Emanuel Medical Center. OHSU located on the southwest side of town operates a Level 1 trauma center, a children's hospital and has the only medical school in Portland. Providence Health operates one hospital about five miles west of LEHHC and the other three miles southeast. Kaiser Permanente formerly operated a hospital about a mile north of LEHHC; but currently only operates one hospital in Clackamas county. Kaiser maintains a strong clinic presence in the area. LEHHC's primary service area includes two Medically Underserved Areas (MUA); St. Johns community and SE Portland. With the long-standing income disparities in the LEHHC area, safety net services have expanded in the last decade. Multnomah County Health Department operates FQHCs in Northeast and Southeast Portland. Two blocks from Emanuel is the site of a NARA (Native American Rehabilitation Association) FQHC. Five years ago a nonprofit volunteer based safety net clinic opened one mile from the hospital which is dedicated to providing primary care for uninsured low income, primarily African American residents Providence Medical Group operates a clinic about a mile north of Emanuel bordering on the medically underserved area. LEHHC's internal medicine residency program operates a teaching clinic and a midwifery clinic serving the low income and often uninsured.A local non-profit, Project Access NOW, links uninsured low income individuals to no-cost healthcare services. All of the health systems in the metro area are very involved with this program. Legacy Health provides cash donations, free administrative office space for Project Access NOW as well as clinical services. LEHHC provides the greatest amount of charity care of all hospitals in the metro area.In FY 2013, LEHHC provided $29.8 million in charity care which accounts for 22% of total unreimbursed costs of $138.5 million. Part VI - Patient Education of Eligibility for Assistance LEHHC employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, motor vehicle accident policies, COBRA, veterans' assistance, LEHHC's financial assistance program, and public assistance programs, such as Medicaid. The criteria for financial assistance under LEHHC's program 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, the LEHHC Financial Assistance Program provides an uninsured discount of 15% to patients who have resided within LEHHC'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 $92,200 for a family of four in the Portland, Oregon metropolitan area. 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. In addition to financial counselors and social workers, LEHHC makes every effort to communicate its Financial Assistance Program to all patients. This includes signage in main admitting areas of the hospital and brochures explaining financial assistance in all patient care areas, as well as in appropriate languages. Financial counselors are available to assist patients in understanding and applying for available resources, including the LEHHC Financial Assistance Program. LEHHC's website also has information about the availability of financial assistance. LEHHC offers financial assistance customer service Monday through Friday, as well as the availability of voice mail so patients can leave confidential, detailed messages during non-business hours. Finally all of LEHHC's billing statements include information regarding the availability of financial assistance. If LEHHC requires the use of a collection agency, those agencies are required to provide a telephone number that patients can call to request financial assistance.In 2010, Legacy Health established the Health Literacy initiative. Nearly all Legacy employees are touch points to patients and families and health literacy is involved in every touch point. What is health literacy? The Institute of Medicine defines health literacy as the capacity to obtain, understand, and process basic health information and services needed to make appropriate health decisions. In short, health literacy is the ability to understand and act on health information. Nearly half of the U.S. adult population has a low level of health literacy. Patients with low health literacy are less likely to comply with treatment, less likely to seek preventive care and twice as likely to be hospitalized. Quality, safety and cost are all affected by a patients inability to understand medical instructions and to explain their symptoms/issues. Legacy's employees are learning and practicing new way of communicating with patients using health literacy tools such as universal precautions, plain language and teach back methods.Annual education is provided to all billing and admitting staff so they can be kept informed of and speak with knowledge about current financial assistance policies and options. LEHHC provides copies of the latest policies in main admitting areas, as well as through newsletters and other publications. Since 2008, the four county metro area health delivery systems (encompassing all hospitals in the area) and safety net clinics have partnered to establish a seamless, coordinated program to provide care for the low income uninsured, Project Access. This program enables low income uninsured patients to receive continuity of care in earlier stages of acuity due to the collaboration among 2,800 providers and all health systems. Part VI - Needs Assessment Senior leadership, in conjunction with the Board of Directors, continually assesses the needs of the communities it serves through a compilation of primary and secondary market research (qualitative and quantitative), medical staff input, reviewing national trends and practices, working with local foundations and funders regarding their assessments, and working with local community-based partners to understand their needs. The goal is to understand the needs and develop programs specific to the community. Involvement is both proactive and responsive - a leadership role in initiating programs as well as being readily available as a collaborative partner when the community asks. The outcome of these assessments is the development of both long-term and fiscal year plans that are supported by a yearly budget that is proposed by staff and approved by the Board of Directors. The region served by LEHHC, along with most of Oregon, is experiencing significant challenges in population growth, economic development, education and health care. Recognizing that social and economic determinants impact health, LEHHC has been and will remain committed to addressing these issues to improve the health of all residents in the community, including equity among ethnically diverse populations. Number of Hospital Faciltiy - 1 Part V, Line 20d - Other Billing Determination of Individuals Without Insurance The hospital facility used the Federal Poverty Guidelines to determine the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care. Discounts are available for patients, on a sliding scale, whose household income is less than 400% of the federal poverty level. A full subsidy is available for patients whose income is at or below 200% of the federal poverty level. Number of Hospital Faciltiy - 1 Part V, Line 7 - Explanation of Needs Not Addressed and Reasons Why LEHHC did not address needs identified in the Community Needs Assessment for the reasons explained in the following, by need. These are included in the Community Needs Assessment and Implementation Strategies Plan.NEED: Public Health: Limited financial and labor resources prevent addressing as need.NEED: Dental: Limited financial and labor resources prevent addressing as need.NEED: Natural Environment: Limited financial and labor resources prevent addressing as need.NEED: STDS and HIV/AIDS: Limited financial and labor resources prevent addressing as need.NEED: Transgender Care: Limited financial and labor resources prevent addressing as need.NEED: Autism: Limited financial and labor resources prevent addressing as need. Number of Hospital Faciltiy - 1 Part V, Line 6i - Describe Other Needs Identified The action plan for Legacy Emanuel can be found at www.legacyhealth.orgUsing these criteria and the lens of racial and ethnic equity, a Legacy Emanuel Medical Center Implementation Strategies Plan details needs and implementation strategies in order of priority. All needs expressed by stakeholders related to health, health care and public health are listed, including those not addressed as a focus priority due to lack of resources. Many needs beyond the five focus areas are addressed within hospital services and activities and these can be found in the Plan. Legacy Emanuels resources and strengths are on health-related services and, thus, the five focus areas are health-related needs and actions. Community stakeholders clearly stressed recommending focused attention in contrast to a broader superficial approach in addressing issues.Based on the criteria, Legacy Emanuel will focus on: communities of color; charity care; access to health care; health literacy youth; and education. Number of Hospital Faciltiy - 1 Part V, Line 4 - List Other Hospital Facilities that Jointly Conducted Needs Assessment The Community Needs Assessment was conducted in conjunction with the four other Legacy Health hospitals, i.e., Legacy Good Samaritan Medical Center, Legacy Meridian Park Medical Center, Legacy Mount Hood Medical Center and Legacy Salmon Creek Medical Center. Number of Hospital Faciltiy - 1 Part V, Line 3 - Account Input from Person Who Represent the Community In July of 2011 the results of Legacy's community needs assessment were available and can be found at www.Legacyhealth.org.Input from persons who represent the community consisted of one on one personal interviews conducted by leadership with elected officials (state, county and city) and public sector (public health, human services), faith, business and community nonprofit organization members, including representatives of culturally, racially and ethnically diverse and low income communities. Interviewees were intentionally designated based on their direct involvement with organizations and/or issues in the service areas. Venetta Abdellatif, Director, Integrated Services, Multnomah County Health DeptThomas D. Aschenbrener, President/CEO, Northwest Health FoundationMichael Balter, Executive Director, Boys and Girls Aid SocietyCarolyn Becic, Executive Director, Oregon MentorsDoreen Binder, Executive Director, Transition ProjectsEd Blackburn, Executive Director, Central City ConcernSharon Brabenac, Development Director, YWCA of Greater PortlandThe Right Rev. David Brauer-Rieke, Bishop, Oregon Lutheran Synod ELCARachel Bristol, Executive Director, Oregon Food BankSam Brooks, Former President, OAMEMargaret Carter, Deputy Director Human Services, Oregon Department of Human ServicesGale Castillo, Executive Director, Hispanic Metropolitan ChamberRobin Christian, Executive Director, Children First for OregonJeff Cogen, Chair, Multnomah CountyCarlos Crespo, DrPH, Director, Portland State University Community HealthMarie Dahlstrom, Executive Director, Familias en AccionAndy Davidson, President/CEO, OAHHSMarty Davis, Publisher, Just OutChris DeMars, Program Officer, NW Health FoundationKevin Dowling, Program Manager, CARES NWErin Fair, Policy Director, Care OregonPietro Ferrari, Executive Director, HaciendaJeana Frazzini, Executive Director, Basic Rights OregonJoanne Fuller, Director, Human ServicesMultnomah CountyDr. Algi Gatewood, President, Portland Community College, Cascade CampusJill Ginsberg, MD, Medical Director and Founder, North by Northeast Community Health CenterBruce Goldberg, MD, Director, Oregon Department of Human ServicesGuadalupe Guajardo, Senior Consultant, Nonprofit Association of OregonMary Lou Hennrich, Executive Director, Oregon Public Health InstituteMardica Hicks, Executive Director, Children's Community ClinicTony Hopson, President/CEO, SEIRob Ingram, Coordinator, Office of Youth Violence, City of PortlandAlissa Keny-Guyer, State Legislator, House of RepresentativesPastor Mark Knutson, Augustana Lutheran ChurchKali Ladd, Education Policy Advisor, Mayor's Office City of PortlandDavid Leslie, Executive Director, Ecumenical Ministries of OregonHolden Leung, Executive Director, Asian Health and Service CenterMarc Levy, CEO/President, United Way of the Columbia WillametteAdrienne Livingston, Executive Director, Black United FundNichole Maher, Executive Director, Native American Youth and Family CenterSandra McDonough, President/CEO, Portland Business AllianceCharles McGee II, President/CEO, Black Parent InitiativeAndrew McGough, Executive Director, Worksystems Inc.Corliss McKeever, President/CEO, African American Health CoalitionJeff Milberger, Clinic Director, NARAMary Monat, Executive Director, LifeWorks NWMarcus Mundy, President/CEO, The Urban League of PortlandVicki Nakashima, Executive Director, Partners in DiversityLinda Nilsen-Solares, Executive Director, Project Access NOWPreston Pulliams, District President, Portland Community CollegeCarman Rubio, Executive Director, Latino NetworkDan Ryan, Executive Director, Portland Schools FoundationRector Stephen Schneider, Grace Memorial Episcopal ChurchKim Scott, Executive Director, Trillium Family ServicesChip Shields, Senator, Oregon State SenateLillian Shirley, Director, Multnomah County Health DepartmentLynn Thompson, CEO, Big Brothers Big Sisters Columbia NorthwestTricia Tillman, Administrator, Oregon Multicultural Health and ServicesJoshua Todd, Director, Multnomah County Commission on Children, Families and CommunityGreg Van Pelt, Chief Executive Oregon, Providence Health and Services Oregon RegionMaree Wacker, CEO, American Red Cross Oregon Trail ChapterLarry Wallack, DrPH, Dean, Portland State University College of Urban and Public AffairsJoyce White, Executive Director, Grantmakers of OR and SW WAWim Wievel, PhD, President, Portland State UniversityDavid Wynde, Vice President, US Bank Community Relations Part III, Line 9b - Provisions On Collection Practices For Qualified Patients Legacy provides care without charge or at amounts less than its established rates to patients who meet certain criteria under its financial assistance policy. Since Legacy does not pursue collection of amounts determined to qualify as charity care, they are excluded from net patient service revenues. Part III, Line 8 - Explanation Of Shortfall As Community Benefit The entire Medicare shortfall should be considered a community benefit. Medicare shortfalls must be absorbed by the hospital in order to continue treating the elderly in the community served by the hospital. The hospital provides care regardless of this shortfall and thereby relieves the federal government of the burden of paying the full cost for Medicare beneficiaries. The Medicare amounts listed in Part III Section B. on lines 5, 6, and 7 do not represent all of the organization's revenues and costs associated with its participation in Medicare programs. The methodology used in reporting in Part III Section B Medicare is inconsistent with the other sections in Schedule H, as the instructions limit Medicare revenues and allowable cost to those from only the Medicare Cost Report. Revenue and costs from Medicare Part C patients, Part B physician services billed by the organization, and clinical laboratory services weren't included. In addition, hospitals incur other costs to provide care that Medicare does not allow in the cost report, such as Physician Call pay to ensure adequate physician coverage for the ED.The total revenues and costs attributable to all Medicare services are $97,444,711 and $131,301,861 respectively. This results in a total Medicare shortfall of $33,857,150.Costing Methodology (Part III, Line 8).Medicare allowable costs were calculated using the costing methodologies in the Medicare Cost Report. The cost report arrives at total allowable hospital cost through a cost finding process that includes direct cost allocations and a step-down allocation of indirect or overhead costs. Inpatient operating costs are composed of general inpatient routine and ICU unit costs derived from cost per diems, as well as inpatient ancillary service costs that utilize cost to charge ratios to arrive at cost. Apportionment of cost applicable to hospital outpatient services is through the application of cost to charge ratios. This excludes other costs incurred to provide services of the hospital to the community that the cost report deems as unallowable costs, such as Physician on-call pay. Part III, Line 4 - Bad Debt Expense The footnote that describes the Legacy bad debt expense can be found on page 14 of the attached audited financial statements. Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit The estimated amount of bad debt expenses attributable to charity care policy was calculated using the demographic profile of household income and average household size in the zip code areas around the hospital. 70% of Households in the LEHHC service area would qualify for financial assistance with incomes under 400% of the Federal Poverty Guidelines using this methodology. Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense LEHHC uses many different approaches to inform and educate patients on the availability of financial assistance as is described later in Part VI of Schedule H. Still, many patients do not respond to requests for information or provide appropriate documentation to benefit from financial assistance. As a result, LEHHC must report these amounts as bad debt. A portion of bad debt expense should be considered as charity care, using reasonable methodologies to analyze the information. true MEDICAL TEAMS INTERNATIONAL 14150 SW MILTON CT TIGARD OR 97224 930878944 501(c)(3) 0 48570 COST EQUIPMENT & SUPPLIES FOR DISASTER ASSISTANCE 1 0 PATIENT NEEDS IMPACTING HEALTH 63479 PATIENT NEEDS FOR SAFE DISCHARGE 39839 FREE LONG TERM MEDICATION 83607 BURN/WOUND GARMENTS 25000 Grantmaker's Description of How Grants are Used Legacy reviews all organizations prior to donating cash or supplies to ensure their 501(c)(3) status. Legacy regularly donates supplies to Medical Teams International for disaster relief. Several Legacy medical staff members, volunteer for Medical Teams International. X true true true true false true true true true false true true WILL V MOWE 188067 33520 26607 17767 20189 286150 22959 TRENT S GREEN 325288 59154 38780 45194 30644 499060 40454 SONJA O STEVES 299746 52572 36341 151142 24210 564011 35749 PATRICK O'HOLLAREN MD 594920 81785 80806 26463 26058 810032 PAMELA S VUKOVICH 230511 73949 12247 316707 P CAMPBELL GRONER III 353473 68821 112563 89507 40776 665140 106177 P ASHLEY WACKYM 321145 59422 1412 25619 29665 437263 NATHALIE JOHNSON 439908 233540 32153 24947 9680 740228 MONICA C WEHBY MD 735583 158475 54619 33577 20824 1003078 MOLLY F BURCHELL MD 306733 41204 51878 69792 20140 489747 44250 MELINDA J MULLER MD 255223 35373 11800 34450 26837 363683 MAUREEN A BRADLEY 235001 53468 5169 19568 19731 332937 MARCOS BARNATAN 420000 98580 19886 46147 25313 609926 LOW L LEWIS MD 147953 185228 2000 37176 59322 21704 36931 11477 14722 220752 295761 16213 LORI J MORGAN MD 414719 88809 49408 42825 34189 629950 51789 JOHN P IGUIDBASHIAN MD 700000 30875 128133 40813 26059 925880 JOHN J KENAGY 274619 10000 5133 23607 15662 329021 GLEN C LUTZ 20074 122286 4283 3734 150377 GEORGE J BROWN MD 917307 255586 277557 333283 48102 1831835 250411 GEORGE A CIOFFI MD 45789 309808 60468 4773 420838 222257 EVERETT W NEWCOMB III 554392 120963 16202 154048 32389 877994 DUNCAN R NEILSON MD 325407 32806 45929 18272 36458 458872 8105 DONALD A TOUSSAINT 171326 23487 6128 26780 14506 242227 DAVID E EAGER 540010 115900 5752 192490 29584 883736 CAROL A BRADLEY 323730 58211 47538 47366 33884 510729 39685 CARLA D HARRIS 296818 66670 75324 51843 34724 525379 BRYCE R HELGERSON 288346 56052 38097 29808 9921 422224 35276 Sch J, Part III, Additional Information Part III, Additional Information Sch J, Part 1, Question 3 Regarding Compensation PracticesDirectors for Legacy are not compensated, but receive expense reimbursements related to their duties. Compensation received by Dr. Newberry during 2012 related to his responsibilities as Past President of the Medical Staff at Legacy Meridian Park Hospital. 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 and benefit plans are 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 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 strategic goals include improving the quality of care by preventing serious adverse events by ensuring a culture of safety for employee; growth and strategy by achieving meaningful use and optimal care outcomes; and financial management with improved bond rating and increased philanthropic support for programs. Targets for operating margins are required over the three year period and all goals are measured at March 31, 2014. Payout is after approval from the Legacy Health Compensation committee and the Legacy Health Board. Although the Plan is not funded and is subject to substantial risk of forfeiture, Part II, Schedule J, column C reporting is required as deferred compensation for FY2013. Included in the CEO and COOs deferred compensation amount for the Plan is $177,864, and $76,333 respectively. The CFO left Legacy in 2013 and is not eligible to receive any payout. 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. Sch J, Part I, Line 8 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. Sch J, Part I, Line 6b Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. Sch J, Part I, Line 5b Part I, Line 5b: Explanation of organization compensation based on revenues of related organization Physicians employed by Legacy affiliates are paid a bonus contingent upon their revenue generated during the year measured by industry standard relative value units (RVU). Sch J, Part I, Line 1a 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 2012, 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.SCH J, PART I, QUESTION 3 REGARDING COMPENSATION PRACTICESThe 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.SCHEDULE J REPORTING OF OFFICERS AND SENIOR MANAGEMENT ON LEGACY AFFILIATE 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, Legacy Visiting Nurse Association, Legacy Adventist Venture, and Legacy Health System Welfare Benefit Trust. NATHALIE JOHNSON MD MALPRACTICE COVERAGE X 60000 8979 false true true MONICA C WEHBY MD MALPRACTICE COVERAGE X 175214 13977 false true true 22956 X 31267 false true true Part I, Line 32, Hire and Use of Third Parties All of LEHHC donations are administered through the Emanuel Hospital Foundation and The Randall Children's Hospital Foundation to ensure proper recording of gifts. Legacy foundations have gift acceptance policies in place to review any non-standard contributions. 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, Legacy Visiting Nurse Association, and Legacy Adventist Venture. Form 990, Part X LEHHC participates in the Legacy investment pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. Form 990, Part VI, question 2 Legacy Health System CPC, LLC (CPC) is a common pay agent for Legacy and its affiliates. The CPC files all required federal employment tax returns for Legacy and its affiliates. The number of employees reported on Form W-3 for LEHHC, the lab & clinics is 4,606. Form 990, Part IV, question 12 Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting LEHHC's financial results. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases IN KIND DONATION = -$31267 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases ADDITIONAL MINIMUM PENSION LIABILITY = -$10557374 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. Legacy's audited consolidated financial statements include consolidating schedules which highlights LEHHC's financial results.When changes are made to the LEHHC Articles or Bylaws, LEHHC discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The following describes the compensation practices of Legacy and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees 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 11b 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 7b 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 7a 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 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Legacy Health is the sole member of Legacy Emanuel Hospital & Health Center. Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development.Cascade Pathology Services provides a Medical Director and pathologists who oversee the pathology laboratory services at LEMHHC. The amount paid for the year ended March 31, 2013 was $755,040. LEGACY LABORATORY SERVICES LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 263597257 HEALTHCARE OR 2902171 22296844 LEGACY EMANUEL HOSPITAL & HEALTH CENTER LEGACY CLINICS LLC 1919 NW LOVEJOY ST PORTLAND OR 97209 931272735 HEALTHCARE OR -21146054 7485932 LEGACY EMANUEL HOSPITAL & HEALTH CENTER LEGACY ADVENTIST VENTURE 1919 NW LOVEJOY ST PORTLAND OR 97209 931121816 HEALTHCARE OR 501(C)(3) 9 N/A false SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 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) 11a N/A false MERIDIAN PARK MEDICAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 930773410 CHARITABLE FOUNDATION OR 501(C)(3) 11a N/A false GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 11a N/A false THE CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 936095667 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A true LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 N/A false LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A false LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK ST GRESHAM OR 97030 930591528 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 GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 N/A false LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 HEALTHCARE OR 501(C)(3) 11b N/A false LIFE FLIGHT NETWORK LLC 22285 YELLOW GATE LANE SUITE 102 AURORA OR 97002 205016802 EMER AIR AM OR N/A Related 2638562 4943931 false false 0.32000 false true true true true false true true true true true false true false true true true true true THE CHILDRENS HOSPITAL FOUNDATION c 5487749 Cash EMANUEL MEDICAL CENTER FOUNDATION m 185177 Actual Cost EMANUEL MEDICAL CENTER FOUNDATION i 5608309 Cash EMANUEL MEDICAL CENTER FOUNDATION c 1028373 Cash