2013-02-15T15:51:40-08:00 2012-03-31 990 2011-04-01 237426300 LEGACY HEALTH LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 DAVID E EAGER 2013-02-15 2011 2016-03-07 17:11:31Z GEORGE J BROWN MD C/O 1919 NW LOVEJOY STREET PORTLAND OR 97209 209600408 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 11586 -224 -574 661810 423245 143152824 158706514 26829387 24755244 -85586 1726210 170558435 185611213 703319 655058 0 94237304 86541783 0 0 77611572 93444167 172552195 180641008 -1993760 4970205 1085624590 848376935 995565374 761894258 90059216 86482677 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 171609071 655058 168016488 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 $71 million, $89 million, $69 million, and $2 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2012. In addition, Legacy provided over $19 million in other community benefit activities during fiscal year 2012.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 15% 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 $92,900 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 2012, Legacy provided charity care on 101,122 patient accounts, representing 9,119 inpatient accounts, and 92,003 outpatient accounts. In 2012, 22% of the patients receiving charity care received a full subsidy representing roughly 50% 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. 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 38 grants since 1998 totaling more than $6.2 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. 171609071 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 false false false false false false false false false false false false false true true true false false false true 1020 0 true 11586 true false false true CJ false false false false false false false false 0 false false false false false false false false false false false X 16 14 false false true false false true true true true false false false true true true true true true true true true true OR X X DAVID E EAGER 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 DAVID E EAGER 40.00 X X 168289 0 9895 SCOTT H JOHNSON 40.00 X X 0 301044 40480 P CAMPBELL GRONER III 40.00 X X 469829 0 89076 GEORGE J BROWN MD 40.00 X X 1022154 0 225916 LESLIE ROOT MD 4.00 X 0 63953 0 DIANE PINNEY 4.00 X 0 0 0 SHERYL MANNING 4.00 X 0 0 0 JOHN W WINTER JR 4.00 X 0 0 0 STEPHEN NEWBERRY MD 3.00 X 0 2260 0 CORLISS A MCKEEVER 3.00 X 0 0 0 DUANE C MCDOUGALL 3.00 X 0 0 0 RONALD S KING 4.00 X 0 0 0 RT REV MICHAEL J HANLEY 3.00 X 0 0 0 JEFFREY S GORDON 5.00 X X 0 0 0 JEFFREY D FULLMAN MD 3.00 X 0 0 0 ROBERT L CORNIE 4.00 X 0 0 0 COLLEEN A CAIN 7.00 X X 0 0 0 CHRISTOPHER S THOMING MD 3.00 X 0 0 0 BISHOP DAVID BRAUER-RIEKE 3.00 X 0 0 0 EVERETT NEWCOMB III 40.00 X 495003 61777 95856 JODI S JOYCE 40.00 X 199290 0 46480 RICO B CAYETANO 40.00 X 248786 0 43967 LARRY HILL 40.00 X 228321 0 47629 PATRICIA M GIANELLI 40.00 X 205604 0 53068 MAUREEN A BRADLEY 40.00 X 250593 0 35146 GLEN LUTZ 40.00 X 317262 0 44518 WAYNE L CLARK 40.00 X 227615 0 39258 SONJA O STEVES 40.00 X 339446 0 82854 TRENT S GREEN 40.00 X 381436 0 74391 CAROL A BRADLEY 40.00 X 345387 0 72675 GEORGE A CIOFFI MD 40.00 X 380828 0 62698 TODD N GUENZBURGER MD 40.00 X 212461 0 21360 MARY ANN HOLBERT 40.00 X 187589 0 22271 THOMAS W BICKETT 40.00 X 162436 0 26448 MARIE A PROPOTNIK 40.00 X 161365 0 35955 PATRICK DOOLING III 40.00 X 164255 0 36206 MARY KJEMPERUD 0.00 X 0 222346 51288 PAMELA VUKOVICH 0.00 X 1431516 0 -8976 ROBERT J PALLARI 0.00 X 6320533 0 28576 13919998 651380 1277035 163 true true false PHILIPS MEDICAL SYSTEMS PO BOX 100355 ATLANTA GA 30384 INFORMATION SYSTEMS 2711479 MICROSOFT LICENSING GP 1950 STEMMONS FWY 5010 DALLAS TX 75207 IMFORMATION SYSTEMS 2467524 MAXIT HEALTHCARE LLC PO BOX 2589 FORT WAYNE IN 46801 CONSULTANTS 2263344 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 CONSULTANTS 2844989 CERNER CORPORATION PO BOX 412702 KANSAS CITY MO 64141 INFORMATION SYSTEMS 4324061 109 423245 423245 PARTNERSHIP INCOME 751473 751697 -224 MANAGEMENT FEES 182637161 182637161 INV INC ALLOC TO AFFIL -24822016 -24822016 CONVENIENCE OF MEMBERS 139896 139896 158706514 15264072 15264072 0 0 15659896 13933686 1726210 1726210 1726210 19449646 97035 10000000 55509 9449646 41526 9491172 9449646 41526 0 0 0 0 185611213 168016488 -224 17171704 655058 655058 0 0 0 6615084 6615084 7799894 7799894 51190602 50888040 302562 3539326 3539326 11630747 11539978 90769 5766130 5766130 0 700722 700722 0 0 0 0 0 0 8345332 8335542 9790 0 0 654408 654408 868969 867785 1184 0 0 3511644 3511644 0 25254322 25252764 1558 148126 148126 CONSULTING & AUDIT 2250604 2250604 OTHER EXPENSES 4636025 4113432 522593 CONTRACT SERVICES 47074015 46770428 303587 0 180641008 171609071 9031937 0 0 119299329 91006738 0 637741 1107282 0 0 389956 259971 0 5698812 8251972 482078057 328977953 158993161 153100104 237488006 236973651 75163990 101142576 0 638967 537747 487314628 255996894 1085624590 848376935 60416937 65975093 525733960 506214127 4213316 2989591 405201161 186715447 995565374 761894258 X 90059216 86482677 90059216 86482677 1085624590 848376935 X 4970205 -8546744 X false true true X true true X X X false false false LEGACY VISITING NURSE ASSOCIATION 930848530 9 true true true 0 LEGACY SALMON CREEK HOSPITAL 331065485 3 true true true 0 LEGACY MTHOOD MEDICAL CENTER 930591528 3 true true true 0 LEGACY MERIDIAN PARK HOSPITAL 930618975 3 true true true 0 LEGACY GOOD SAMARITAN HOS & MED CTR 930386793 3 true true true 0 LEGACY EMANUEL HOSP & HEALTH CTR 930386823 3 true true true 0 6 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 140933 147086 140933 147086 180500075 1176975562 180641008 1177122648 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 59359 263925 349418 288019 960721 500000 500000 500000 500000 2000000 3000000 5420552 5420552 173118899 128217479 44901420 823744 527871 295873 299887032 200232603 99654429 2827830 2827830 153100104 4127449 F 101142576 OTHER NONCURRENT 53373 LONG TERM INVESTMENT HELD FOR CAPITAL 350779 LONG TERM INTERCOMPANY RECEIVABLE LEGACY REAL ESTATE ASSETS 600363 LAND & BUILDING HELD FOR DEVELOPMENT 11144712 I/C AFFILIATE - INVESTMENT POOL 227017278 DEFERRED FINANCING COSTS 1450855 CASH SURRENDER VALUE & OTHER 282415 255996894 RESERVE FOR PROFESSIONAL LIABILITY COSTS 33015391 NONCURRENT WORKERS' COMP LIABILITY 109481 NONCURRENT PENSION LIABILITY 16631826 NONCURRENT BENEFITS LIABILITY 9198094 I/C AFFILIATE - INVESTMENT POOL 127760655 186715447 185611213 180641008 4970205 -8546744 -8546744 -3576539 181160000 181160000 4451213 4451213 185611213 176198000 176198000 4443008 4443008 180641008 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION CONTRIBUTION $423245 FOUNDATION SALARY EXPENSE $2560708 COMMUNITY FUNDS $172189 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $1244454 ROUNDING $886 GAIN/LOSS OF SALE OF ASSETS $41526 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION CONTRIBUTION $423245 ROUNDING $212 FOUNDATION SALARY EXPENSE $2560708 COMMUNITY FUND $172189 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $1253333 GAIN/LOSS OF SALE OF ASSETS $41526 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances ROUNDING $ -9890 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $ -8536854 CARIBBEAN 0 1 PROGRAM SERVICE INSURANCE 68432 1 1 68432 68432 X false false true true true false Additional Supplemental Information Legacy Health System Insurance Company (LHSIC) provides excess healthcare and general liability insurance to Legacy and its affiliates. LHSIC was formed in 2004 under the laws of the Cayman Islands and obtained an Unrestricted Class "B" Insurer's license under the provisions of the Cayman Islands Insurance Law and is a wholly owned subsidiary of Legacy.LHSIC's financial information is included in the Legacy consolidated financial statements and is reported on form 5471, Information of US Persons With Respect to Certain Foreign Corporations. true URBAN LEAGUE OF PORTLAND 10 N RUSSEL PORTLAND OR 97227 930395590 501(c)(3) 6000 0 SPONSOR BENEFIT DINNER THE WALLACE MEDICAL CO PO BOX 6972 PORTLAND OR 97228 930853709 501(c)(3) 65732 0 GENERAL OPERATING DONATION THE SKANNER FDTN 415 N KILLINGSWORTH ST PO BOX 5455 PORTLAND OR 97228 931109980 501(c)(3) 10000 0 ANNUAL MLK BREAKFAST THE FDTN FOR MEDICAL EXCELLENCE ONE SW COLMBIA ST SUITE 860 PORTLAND OR 97258 930632522 501(c)(3) 18000 0 SCHOLARSHIPS, LECTURES SW COMMUNITY HEALTH CENTER 7754 SW CAPITOL HWY PORTLAND OR 97219 743050497 501(c)(3) 7500 0 HEALTHCARE ACCESS SELF ENHANCEMENT INC 3920 N KERBY AVE PORTLAND OR 97227 931086629 501(c)(3) 43860 0 SPONSOR ART & SOUL EVENT PROJECT ACCESS NOW PO BOX 10953 PORTLAND OR 97296 208928388 501(c)(3) 70000 0 HEALTHCARE ACCESS OTHERS - LESS THAN 5001 C/O 1919 NW LOVEJOY ST PORTLAND OR 97209 501(c)(3) 308366 0 OREGON CENTER FOR NURS 5000 N WILLAMETTE BLVD PORTLAND OR 97203 743052430 501(c)(3) 13500 0 FUNDRAISER BREAKFAST OR ASSOCIATION OF MINORITY ENTREPRENEURS 4134 N VANCOUVER AVE PORTLAND OR 97217 943058546 501(c)(3) 11000 0 SPONSOR CONFERENCE, PROGRAM OR & SW WA SUSAN G KOMEN 1500 SW FIRST AVE 270 PORTLAND OR 97201 931068897 501(c)(3) 18600 0 RACE FOR THE CURE NEW AVENUES FOR YOUTH 1120 SW COLUMBIA ST PORTLAND OR 97201 930910213 501(c)(3) 10000 0 YOUTH COMEDY NIGHT HISPANIC METROPOLITAN CHAMBER 2402 NE OREGON ST PORTLAND OR 97232 931156358 501(c)(3) 12500 0 SCHOLARSHIPS FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 911707542 501(c)(3) 20000 0 SPONSOR CLINIC DONATE LIFE NORTHWEST 2525 SW 1ST AVE SUITE 175 PORTLAND OR 97201 930867552 501(c)(3) 8000 0 LIFE SAVER, COMM COMMUNITY ACTION FOR WA COUNTY 1001 SW BASELINE STREET HILLSBORO OR 97123 930554941 501(c)(3) 16000 0 OPENING DOORS PROGRAM CHILDRENS CANCER ASSOCIATION 7524 SW MACADAM SUITE B PORTLAND OR 97219 931181662 501(c)(3) 6000 0 SPONSOR CELEBRATION OF COURAGE CENTRAL CITY CONCERN 232 NW SIXTH AVE PORTLAND OR 97209 930728816 501(c)(3) 10000 0 WORKING OUR WAY HOME - LUNCHEON 18 0 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 true true X X X X X true true false true true true true false true true WAYNE L CLARK 196887 14126 16602 24291 14967 266873 13655 TRENT S GREEN 317755 18629 45052 44464 29927 455827 47142 TODD N GUENZBURGER MD 153526 32657 26278 8214 13146 233821 THOMAS W BICKETT 158367 5048 -979 10393 16055 188884 SONJA O STEVES 282395 16556 40495 55319 27535 422300 40092 SCOTT H JOHNSON 271244 13216 16584 22178 18302 341524 16029 ROBERT J PALLARI 6320533 28576 6349109 2085123 RICO B CAYETANO 220741 10590 17455 20541 23426 292753 PATRICK DOOLING III 160724 5841 -2310 12344 23862 200461 PATRICIA M GIANELLI 191894 6301 7409 27238 25830 258672 12688 PAMELA VUKOVICH 50944 1380572 -18321 9345 1422540 977138 P CAMPBELL GRONER III 348132 20541 101156 53296 35780 558905 92738 MAUREEN A BRADLEY 231005 16597 2991 17226 17920 285739 MARY KJEMPERUD 188823 11080 22443 32097 19191 273634 12565 MARY ANN HOLBERT 178854 6210 2525 18244 4027 209860 MARIE A PROPOTNIK 152112 4613 4640 12385 23570 197320 LARRY HILL 200366 8217 19738 30658 16971 275950 JODI S JOYCE 176198 12175 10917 21360 25120 245770 10072 GLEN LUTZ 307008 7500 2754 17237 27281 361780 GEORGE J BROWN MD 827692 71740 122722 166329 59587 1248070 106707 GEORGE A CIOFFI MD 354917 20807 5104 33930 28768 443526 EVERETT NEWCOMB III 451380 59922 31045 12578 1855 65673 26364 3819 587040 65596 DAVID E EAGER 143310 25000 -21 9895 178184 CAROL A BRADLEY 312686 17118 15583 41198 31477 418062 10154 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. Any expense reimbursements to board members require review and approval by the Director of Management Audit.Compensation received by Dr. Newberry during 2011 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. 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.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. OR FACILITIES AUTHORITY 237426300 68608JNP2 2011-05-05 111470000 FINANCING REFUNDING REV BONDS false false false OR FACILITIES AUTHORITY 237426300 68608JKC4 2010-01-13 123745000 FINANCING CURRENT REFUNDING REVENUE BONDS false false false CLACKAMAS COUNTY OREGON 237426300 179027WC7 2009-05-21 163860000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false false CLACKAMAS COUNTY OREGON 237426300 179027VJ3 2008-11-13 150000000 FINANCING CAPITAL CONSTRUCTION, REMODELLING, AND ETC false false false 115691620 1071770 114619850 true false true true 24695000 126570447 1633485 124936962 true false true true 5280000 164131727 11910062 16284425 2221648 133715592 2011 false false true true 150000000 1672180 228625 148099195 2010 false false true true false false true true false true false false true true false 0.00210 0.00210 true false false true true false true false false true true false true false false false false false false false false false false false false false false false false false false false true false true CALYON TRINITY 1.5000 true false true X Part IX, line 20 Total interest expense relating to tax exempt bonds for Legacy & its affiliates was $15,075,413.Entity AmountLHS 3,511,644LEHHC 6,163,438 LGSMC 2,118,869LMPH 1,908,491LMHMC 1,372,971LSCH 0 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. 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. 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. 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. 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. 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 Management Audit for review of the disclosures. If a conflict is disclosed, or identified through any other means, Management Audit 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 11 Form 990, Part VI, Line 11: 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 4 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents Legacy's bylaws were amended and restated to reflect a change from a maximum of 15 voting members of the Board to 16. The Medical Quality & Credentialing Committee representation was changed to include a physician member from the Legacy Clinics. 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