LEGACY EMANUEL HOSPITAL & HEALTH CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY EMANUEL HOSPITAL & HEALTH CENTER (EIN 93-0386823)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-15
- IRS object ID
- 201340469349302634
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T15:50:47-08:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386823 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEGA | NameControl |
| Phone | 5034155600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 N GANTENBEIN AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID E EAGER | Name |
| Title | CFO & TREASURER | Title |
| Date Signed | 2013-02-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE J BROWN MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 638185274 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEGACYHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 785 | TotalNbrVolunteers |
| Total Gross UBI | 27586980 | TotalGrossUBI |
| Contributions Grants Prior Year | 21177493 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27449159 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 566093225 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 602437805 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15111462 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7262526 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 151757 | OtherRevenuePriorYear |
| Other Revenue Current Year | 216695 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 602533937 | TotalRevenuePriorYear |
| Total Revenue Current Year | 637366185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 222854 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 324254 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 316796486 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 335310657 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 262858068 | OtherExpensePriorYear |
| Other Expenses Current Year | 281537092 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 579877408 | TotalExpensesPriorYear |
| Total Expenses Current Year | 617172003 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22656529 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20194182 | RevenuesLessExpensesCY |
| Total Assets BOY | 539705385 | TotalAssetsBOY |
| Total Assets EOY | 544483441 | TotalAssetsEOY |
| Total Liabilities BOY | 390644566 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 401772407 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 149060819 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 142711034 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 392012494 | Expense |
| Grants | 324254 | Grants |
| Revenue | 511206657 | Revenue |
| Description | 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 2012, LEHHC provided financial assistance on approximately 28,930 patient accounts (of which 23% received discounts totaling 100% of costs) and resulted in LEHHC incurring roughly $31,307,000 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 2012, LEHHC incurred approximately $51,300,000, $36,934,600 and $917,200 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 $21,531,400 during fiscal year 2012.LEHHC is part of Legacy, which 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 68992271 | Expense |
| Revenue | 49284219 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33227139 | Expense |
| Revenue | 41946929 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 494231904 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID E EAGER | NamePerson |
| Telephone Number | 5034155600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 NW LOVEJOY STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DAVID E EAGER | |||||||||
| CFO & Treasurer | 40.00 | X | X | 0 | 168289 | 9895 | |||
| SCOTT H JOHNSON | |||||||||
| INTERIM CFO | 40.00 | X | X | 0 | 301044 | 40480 | |||
| P CAMPBELL GRONER III | |||||||||
| SR VP & SEC | 40.00 | X | X | 0 | 469829 | 89076 | |||
| GEORGE J BROWN MD | |||||||||
| President & CEO | 40.00 | X | X | 0 | 1022154 | 225916 | |||
| LESLIE ROOT MD | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 63953 | 0 | ||||
| DIANE PINNEY | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| SHERYL MANNING | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| JOHN W WINTER JR | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| STEPHEN NEWBERRY MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 2260 | 0 | ||||
| RT REV MICHAEL J HANLEY | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| CORLISS A MCKEEVER | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| DUANE C MCDOUGALL | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| RONALD S KING | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| JEFFREY S GORDON | |||||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |||
| JEFFREY D FULLMAN MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| ROBERT L CORNIE | |||||||||
| BOARD DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| COLLEEN A CAIN | |||||||||
| Chairman | 7.00 | X | X | 0 | 0 | 0 | |||
| CHRISTOPHER S THOMING MD | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| BISHOP DAVID BRAUER-RIEKE | |||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||||
| GLEN LUTZ | |||||||||
| SR VP | 40.00 | 0 | 317262 | 44518 | X | ||||
| MAUREEN BRADLEY | |||||||||
| SR VP | 40.00 | 0 | 250593 | 35146 | X | ||||
| EVERETT W NEWCOMB III | |||||||||
| SR VP | 40.00 | 61777 | 495003 | 95856 | X | ||||
| P ASHLEY WACKYM | |||||||||
| VP LEGACY RESEARCH | 40.00 | 334607 | 0 | 64264 | X | ||||
| LORI J MORGAN MD | |||||||||
| CAO | 40.00 | 452317 | 0 | 84122 | X | ||||
| SONJA O STEVES | |||||||||
| SR VP | 40.00 | 0 | 339446 | 82854 | X | ||||
| DONALD A TOUSSAINT | |||||||||
| VP | 40.00 | 180536 | 0 | 48950 | X | ||||
| DUNCAN R NEILSON MD | |||||||||
| VP | 40.00 | 353389 | 0 | 46504 | X | ||||
| MELINDA J MULLER MD | |||||||||
| VP | 40.00 | 280552 | 0 | 62727 | X | ||||
| WILL V MOWE | |||||||||
| VP | 40.00 | 217889 | 0 | 44567 | X | ||||
| LEWIS L LOW MD | |||||||||
| VP | 40.00 | 367413 | 0 | 62500 | X | ||||
| BRYCE R HELGERSON | |||||||||
| VP | 40.00 | 333013 | 0 | 52208 | X | ||||
| CARLA D HARRIS | |||||||||
| VP | 40.00 | 351552 | 0 | 50515 | X | ||||
| TRENT S GREEN | |||||||||
| SR VP | 40.00 | 0 | 381436 | 74391 | X | ||||
| CAROL A BRADLEY | |||||||||
| SR VP | 40.00 | 0 | 345387 | 72675 | X | ||||
| GEORGE A CIOFFI MD | |||||||||
| SR VP | 40.00 | 0 | 380828 | 62698 | X | ||||
| MOLLY F BURCHELL MD | |||||||||
| VP | 40.00 | 325017 | 0 | 47333 | X | ||||
| PATRICK O'HOLLAREN MD | |||||||||
| PED UROLOGY | 40.00 | 678385 | 0 | 43573 | X | ||||
| NATHALIE JOHNSON | |||||||||
| SURGICAL ONCOLOGI | 40.00 | 656859 | 0 | 26089 | X | ||||
| MICHAEL DORSEN MD | |||||||||
| NEURO SURGEON | 40.00 | 629913 | 0 | 36197 | X | ||||
| JOHN P IGUIDBASHIAN MD | |||||||||
| CARDIO SURGEON | 40.00 | 740368 | 0 | 44446 | X | ||||
| MONICA C WEHBY MD | |||||||||
| NEURO SURGEON | 40.00 | 983413 | 0 | 37377 | X | ||||
| PAMELA S VUKOVICH | |||||||||
| FORMER SR. VP TREAS | 0.00 | 0 | 1431516 | -8976 | X | ||||
| ROBERT J PALLARI | |||||||||
| FORMER CEO | 0.00 | 0 | 6320533 | 28576 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6947000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12289533 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1604477 | TotalOtherCompensation |
| Number Individuals GT100 K | 404 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ZIMMER GUNSUL FRANSCA ARCHITECTS LLP | |||||
| 320 SW OAK ST SUITE 500 | PHOENIX | OR | 97204 | ARCHITECT DESIGN | 3911901 |
| TRAUMA SPECIALISTS LLP | |||||
| 1620 SW TAYLOR | PORTLAND | OR | 97205 | MEDICAL SERVICES | 8771396 |
| OREGON HEALTH SCIENCES | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | MEDICAL SERVICES | 1389464 |
| BAUGH SKANSKA INC | |||||
| 222 SW COLUMBIA ST 300 | PORTLAND | OR | 97201 | CONSTRUCTION | 4941676 |
| ASSOCIATED REGIONAL & UNIVERISTY PATHOLOGISTS | |||||
| 500 CHIPETA WAY | SALT LAKE CITY | UT | 84108 | MEDICAL SERVICES | 2139105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 40 | NumberOfContractorsGT100K |
| Related Organizations | 19684555 | RelatedOrganizations |
| Government Grants | 7540631 | GovernmentGrants |
| All Other Contributions | 223973 | AllOtherContributions |
| Noncash Contributions | 28624 | NoncashContributions |
| Total Contributions | 27449159 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| REVENUE CLINICS | 92615799 | 92615799 | ||
| PHYSICIANS | 28430612 | 28430612 | ||
| PATIENT PROGRAM REV | 1040586417 | 1040586417 | ||
| LAB, PHARMACY, ETC | 74978062 | 25931037 | 49047025 | |
| CONVENIENCE OF MEMBERS | 3363166 | $3,363,166 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -637536251 | TotalRevenueColumn |
| Related Or Exempt Function Income | -616076206 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -21460045 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 602437805 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8072050 | TotalRevenueColumn |
| Exclusion | $8,072,050 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207695 | TotalRevenueColumn |
| Exclusion | $207,695 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9000 | TotalRevenueColumn |
| Exclusion | $9,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9565 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 819089 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -809524 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -809524 | TotalRevenueColumn |
| Exclusion | -$809,524 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 637366185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 571487659 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 27586980 | UnrelatedBusinessRevenue |
| Exclusion | $10,842,387 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80753 | Total |
| Program Services | 80753 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243501 | Total |
| Program Services | 243501 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3894239 | Total |
| Program Services | 3360427 | ProgramServices |
| Management And General | 533812 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255328776 | Total |
| Program Services | 225692315 | ProgramServices |
| Management And General | 29636461 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20224377 | Total |
| Program Services | 17828139 | ProgramServices |
| Management And General | 2396238 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36052927 | Total |
| Program Services | 31250601 | ProgramServices |
| Management And General | 4802326 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19810338 | Total |
| Program Services | 17534599 | ProgramServices |
| Management And General | 2275739 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30900 | Total |
| Program Services | 23840 | ProgramServices |
| Management And General | 7060 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24147332 | Total |
| Program Services | 24147332 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84168443 | Total |
| Program Services | 80063122 | ProgramServices |
| Management And General | 4105321 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6935625 | Total |
| Program Services | 5975362 | ProgramServices |
| Management And General | 960263 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775753 | Total |
| Program Services | 660741 | ProgramServices |
| Management And General | 115012 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6163438 | Total |
| Program Services | 4755281 | ProgramServices |
| Management And General | 1408157 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20563615 | Total |
| Program Services | 16131144 | ProgramServices |
| Management And General | 4432471 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3195236 | Total |
| Program Services | 2784132 | ProgramServices |
| Management And General | 411104 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSULTING | 880085 | 79274 | 800811 |
| PROVIDER TAX | 25014290 | 25014290 | |
| BAD DEBTS | 26462776 | 26462776 | |
| ADMINISTRATIVE SERVICES FEES | 83199599 | 12144275 | 71055324 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617172003 | Total |
| Program Services | 494231904 | ProgramServices |
| Management And General | 122940099 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440933 | BOY |
| EOY | 1295544 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78843328 | BOY |
| EOY | 94298348 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500453 | BOY |
| EOY | 665594 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6665112 | BOY |
| EOY | 6595536 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433481 | BOY |
| EOY | 493442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 526380147 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 224251854 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216999770 | BOY |
| EOY | 302128293 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144742827 | BOY |
| EOY | 121594466 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90079481 | BOY |
| EOY | 17412218 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539705385 | BOY |
| EOY | 544483441 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68998908 | BOY |
| EOY | 56464005 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321645658 | BOY |
| EOY | 345308402 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390644566 | BOY |
| EOY | 401772407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146851645 | BOY |
| EOY | 141154262 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2209174 | BOY |
| EOY | 1556772 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149060819 | BOY |
| EOY | 142711034 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539705385 | BOY |
| EOY | 544483441 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 20194182 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -26543967 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5490 | FilingOrganizationsTotals |
| Affiliated Group Totals | 282529 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5490 | FilingOrganizationsTotals |
| Affiliated Group Totals | 282529 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 511549999 | FilingOrganizationsTotals |
| Affiliated Group Totals | 767484112 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 511555489 | FilingOrganizationsTotals |
| Affiliated Group Totals | 767766641 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2000000 | CurrentYearMinus3 |
| Current Year Minus2 | 2000000 | CurrentYearMinus2 |
| Current Year Minus1 | 2000000 | CurrentYearMinus1 |
| Current Year | 2000000 | CurrentYear |
| Total | 8000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $12,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 59359 | CurrentYearMinus3 |
| Current Year Minus2 | 263925 | CurrentYearMinus2 |
| Current Year Minus1 | 349418 | CurrentYearMinus1 |
| Current Year | 288019 | CurrentYear |
| Total | 960721 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 500000 | CurrentYearMinus3 |
| Current Year Minus2 | 500000 | CurrentYearMinus2 |
| Current Year Minus1 | 500000 | CurrentYearMinus1 |
| Current Year | 500000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,000,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7279381 | BeginningOfYearBalance |
| Contributions | 11627099 | Contributions |
| Investment Earnings Or Losses | -4407520 | InvestmentEarningsOrLosses |
| Other Expenditures | 1170152 | OtherExpenditures |
| End Of Year Balance | 13328808 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7490163 | BeginningOfYearBalance |
| Contributions | 6754427 | Contributions |
| Investment Earnings Or Losses | 247018 | InvestmentEarningsOrLosses |
| Other Expenditures | 7212227 | OtherExpenditures |
| End Of Year Balance | 7279381 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5512083 | BeginningOfYearBalance |
| Contributions | 3410483 | Contributions |
| Investment Earnings Or Losses | 386083 | InvestmentEarningsOrLosses |
| Other Expenditures | 1818486 | OtherExpenditures |
| End Of Year Balance | 7490163 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.86000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2822665 | OtherCostOrOtherBasis |
| Book Value | 2822665 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 322647034 | OtherCostOrOtherBasis |
| Depreciation | 103290500 | Depreciation |
| Book Value | 219356534 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4995405 | OtherCostOrOtherBasis |
| Depreciation | 768335 | Depreciation |
| Book Value | 4227070 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 183670536 | OtherCostOrOtherBasis |
| Depreciation | 120193019 | Depreciation |
| Book Value | 63477517 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12244507 | OtherCostOrOtherBasis |
| Book Value | 12244507 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 302128293 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 121594466 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NONCURRENT WORKERS' COMP LIABILITY | $1,123,186 |
| NONCURRENT PENSION LIABILITY | $67,559,457 |
| NONCURRENT ENVIRONMENTAL OBLIGATION | $1,668,219 |
| MORTGAGES | $1,522,331 |
| I/C AFFILIATE DEBT | $273,435,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 345308402 | TotalOfAmounts |
| Total Revenue | 637366185 | TotalRevenue |
| Total Expenses | 617172003 | TotalExpenses |
| Excess Or Deficit For Year | 20194182 | ExcessOrDeficitForYear |
| Other | -$26,543,967 | OtherAmount |
| Total Adjustments | -26543967 | TotalAdjustments |
| Excess Or Deficit Per FS | -6349785 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 603234000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 603234000 | RevenueSubtotal |
| Other Revenues Not Included | 34132185 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 34132185 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 637366185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 599397746 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 599397746 | ExpensesSubtotal |
| Other Expenses Not Included | 17774257 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 17774257 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 617172003 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | EXPENSE FROM RESEARCH $12215053 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $5130792 AUXILIARY EXPENSE $-14916 MEDICAL STAFF EXPENSE $541187 ELIMINATE EQUIPMENT DONATIONS $-98408 ROUNDING $549 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | REVENUE FROM RESEARCH $11562649 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $4892213 AUXILIARY INCOME $28129 MEDICAL STAFF INCOME $632065 ROUNDING $549 IN KIND DONATION $28626 CAPITAL DONATION IN TOWER PROJECT $12574036 EMANUEL FOUNDATION DONATION $4413918 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | CUMULATIVE TAX/BOOK TIMING DIFF $240354 TRANSFER FROM AFFILIATES $16731394 DONATIONS OF MEDICINE $0 IN KIND DONATIONS $ -28624 FOUNDATION CAPITAL DONATION $ -12483375 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $ -30679458 RESEARCH $ -0 DONATIONS OF MEDICINE $ -324254 ROUNDING $ -4 |
| 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. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 31307068 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 31307068 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05070 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 147973488 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 96684657 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 51288831 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08310 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 179280556 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 96684657 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 82595899 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13380 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1502045 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22410 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1479635 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00240 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10349148 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3127954 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7221194 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01170 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9625550 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9625550 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01560 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 555691 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 555691 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 22032434 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3150364 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18882070 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03060 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 201312990 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 99835021 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 101477969 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.16440 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $26,462,776 | BadDebtExpenseAmount |
| Amount Attributable To | 18523943 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 38407045 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 44702212 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -6295167 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 0 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EMANUEL HOSP & HEALTH | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 N GANTENBEIN AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Childrens Hospital | X | ChildrensHospital |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EMANUEL HOSP & HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | true | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| All Needs Addressed | false | AllNeedsAddressed |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 200.0000 | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 400.0000 | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Notify Upon Admission | X | NotifyUponAdmission |
| Notify Before Discharge | X | NotifyBeforeDischarge |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 33 grants since 1998 totaling nearly $6.2 million, including 13 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 CLEAR/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. 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. 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 $70,000 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 36,000 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 9,000 bicycle 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 2012, LEHHC provided $31.3 million in charity care which accounts for 26% of total unreimbursed costs of $120.4 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 CLEAR initiative. CLEAR stands for Communication, Literacy, Education and Achieve Results. CLEAR is becoming a part of Legacy's culture as nearly all departments have a direct impact on how we deliver patient care. CLEAR will be rolled out in four stages:awareness, education, practice and culture. The first stage focuses on building awareness, educating staff in health literacy and developing department action plans. The second stage will include continuing education and putting health literacy tools into consistent practice. In the third stage, CLEAR will be practiced within all departments and become part of Legacy's culture. Quality, safety and cost are all affected by a patient's inability to understand medical instructions and to explain their symptoms/issues. Understanding health literacy is essential. 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. | |
| Part V, Line 19d - 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 - 0 |
| 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 - 0 |
| 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 - 0 |
| Part V, Line 3 - Account Input from Person Who Represent the Community | During 2010, Legacy conducted a community needs assessment. The results of the assessment were available in July of 2011 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 | Number of Hospital Faciltiy - 0 |
| 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 $90,832,466 and $127,767,072 respectively. This results in a total Medicare shortfall of $36,934,606.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 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.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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL TEAMS INTERNATIONAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14150 SW MILTON CT | AddressLine1 |
| City | TIGARD | City |
| State | OR | State |
| ZIP Code | 97224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 930878944 | EINOfRecipient |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 75753 | AmountOfNonCashAssistance |
| Method Of Valuation | COST | MethodOfValuation |
| Description Of Non Cash Assistance | EQUIPMENT & SUPPLIES | DescriptionOfNonCashAssistance |
| Purpose Of Grant | FOR DISASTER ASSISTANCE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|
| PATIENT NEEDS IMPACTING HEALTH | 43557 |
| PATIENT NEEDS FOR SAFE DISCHARGE | 82026 |
| FREE LONG TERM MEDICATION | 93418 |
| BURN/WOUND GARMENTS | 24500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Legacy reviews all organizations prior to donating cash or supplies to ensure their 501(c)(3) status. Legacy regularly donates supplies to Medical Teams International for disaster relief. Several Legacy medical staff members, volunteer for Medical Teams International. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (28 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILL V MOWE | |||||||||||||
| 177184 | 9081 | 31624 | 27945 | 16622 | 262456 | 26920 | |||||||
| TRENT S GREEN | |||||||||||||
| 317755 | 18629 | 45052 | 44464 | 29927 | 455827 | 47142 | |||||||
| 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 | ||||||||||
| PATRICK O'HOLLAREN MD | |||||||||||||
| 575016 | 103004 | 365 | 18689 | 24884 | 721958 | ||||||||
| PAMELA S VUKOVICH | |||||||||||||
| 50944 | 1380572 | -18321 | 9345 | 1422540 | 977138 | ||||||||
| P CAMPBELL GRONER III | |||||||||||||
| 348132 | 20541 | 101156 | 53296 | 35780 | 558905 | 92738 | |||||||
| P ASHLEY WACKYM | |||||||||||||
| 314426 | 19773 | 408 | 35322 | 28942 | 398871 | ||||||||
| NATHALIE JOHNSON | |||||||||||||
| 441354 | 183120 | 32385 | 16989 | 9100 | 682948 | ||||||||
| MONICA C WEHBY MD | |||||||||||||
| 744237 | 193450 | 45726 | 17433 | 19944 | 1020790 | ||||||||
| MOLLY F BURCHELL MD | |||||||||||||
| 300004 | 18125 | 6888 | 27872 | 19461 | 372350 | ||||||||
| MICHAEL DORSEN MD | |||||||||||||
| 510328 | 77443 | 42142 | 10776 | 25421 | 666110 | ||||||||
| MELINDA J MULLER MD | |||||||||||||
| 250441 | 16141 | 13970 | 37349 | 25378 | 343279 | ||||||||
| MAUREEN BRADLEY | |||||||||||||
| 231005 | 16597 | 2991 | 17226 | 17920 | 285739 | ||||||||
| LORI J MORGAN MD | |||||||||||||
| 391816 | 21948 | 38553 | 56278 | 27844 | 536439 | 22855 | |||||||
| LEWIS L LOW MD | |||||||||||||
| 287453 | 53279 | 26681 | 31078 | 31422 | 429913 | ||||||||
| JOHN P IGUIDBASHIAN MD | |||||||||||||
| 700000 | 40250 | 118 | 19684 | 24762 | 784814 | ||||||||
| 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 W NEWCOMB III | |||||||||||||
| 59922 | 1855 | 3819 | 65596 | 451380 | 31045 | 12578 | 65673 | 26364 | 587040 | ||||
| DUNCAN R NEILSON MD | |||||||||||||
| 305472 | 15647 | 32270 | 14775 | 31729 | 399893 | ||||||||
| DONALD A TOUSSAINT | |||||||||||||
| 167058 | 7944 | 5534 | 35321 | 13629 | 229486 | ||||||||
| DAVID E EAGER | |||||||||||||
| 143310 | 25000 | -21 | 9895 | 178184 | |||||||||
| CAROL A BRADLEY | |||||||||||||
| 312686 | 17118 | 15583 | 41198 | 31477 | 418062 | 10154 | |||||||
| CARLA D HARRIS | |||||||||||||
| 289948 | 15985 | 45619 | 19499 | 31016 | 402067 | ||||||||
| BRYCE R HELGERSON | |||||||||||||
| 278505 | 15030 | 39478 | 43040 | 9168 | 385221 | 36320 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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.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. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| NATHALIE JOHNSON MD | ||||||
| MALPRACTICE COVERAGE | X | $60,000 | 29513 | false | true | true |
| MONICA C WEHBY MD | ||||||
| MALPRACTICE COVERAGE | X | $175,214 | 53747 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 83260 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 28624 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | All of LEHHC donations are administered through the Emanual 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 4,674. | |
| Form 990, Part IV, question 12 | Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting LEHHC's financial results. | |
| Form 990, Part VI, 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 19 |
| 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 15b |
| 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 12c |
| 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 11 |
| 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 7b |
| 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 7a |
| 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 6 |
| 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, 2012 was $755,040. | Form 990, Part VI, Line 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY LABORATORY SERVICES LLC | |||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 263597257 | HEALTHCARE | OR | 5158141 | 20137665 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER |
| LEGACY CLINICS LLC | |||||||||
| 1919 NW LOVEJOY ST | PORTLAND | OR | 97209 | 931272735 | HEALTHCARE | OR | -26924563 | 13358928 | LEGACY EMANUEL HOSPITAL & HEALTH CENTER |
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE FLIGHT NETWORK LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22285 YELLOW GATE LANE SUITE 102 | AddressLine1 |
| City | AURORA | City |
| State | OR | State |
| ZIP Code | 97002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205016802 | EIN |
| Primary Activity | EMER AIR AM | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | 3186725 | ShareOfTotalIncome |
| Share Of EOY Assets | 3555569 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.32000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE CHILDRENS HOSPITAL FOUNDATION | ||
| b | 12931345 | Cash |
| EMANUEL MEDICAL CENTER FOUNDATION | ||
| l | 57714 | Actual Cost |
| EMANUEL MEDICAL CENTER FOUNDATION | ||
| h | 16987954 | Cash |
| EMANUEL MEDICAL CENTER FOUNDATION | ||
| b | 5226502 | Cash |
Comments