2012-03-30T10:08:32-07:00 2011-03-31 990 2010-04-01 930386823 LEGACY EMANUEL HOSPITAL & HEALTH CENTER LEGA 5034155600 2801 N GANTENBEIN AVENUE PORTLAND OR 97227 DAVID E EAGER 2012-03-30 2010 2016-02-24 21:20:13Z GEORGE J BROWN MD 604169985 false false X WWW.LEGACYHEALTH.ORG X 1912 OR Legacy Emanuel Hospital & Health Center(LEHHC), established in 1912, provides acute and tertiary care in northeast Portland, with 554 licensed beds. LEHHC operates a 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 and acti 14 13 0 625 28576253 -1172788 12435125 21177493 538720386 566093225 22072639 15111462 14488 151757 573242638 602533937 100041 222854 0 310963836 316796486 0 0 248642715 262858068 559706592 579877408 13536046 22656529 521262906 539705385 386572220 390644566 134690686 149060819 Legacy Emanuel Hospital & Health Center(LEHHC), established in 1912, provides acute and tertiary care in northeast Portland, with 554 licensed beds. LEHHC operates a 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 and acti false false 372874918 222854 483314520 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 2011, LEHHC provided financial assistance on approximately 33,280 patient accounts (of which 49% received discounts totaling 100% of costs) and resulted in LEHHC incurring roughly $36,000,000 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 2011, LEHHC incurred approximately $36,025,000, $16,370,600 and $980,000 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. LEHHC also provides a variety of other community benefit activities such as medical education, donations to other charitable entities, research, and other health improvement services which totaled roughly $18,711,700 during fiscal year 2011.LEHHC is part of Legacy, which collectively provided over $78 million, $59 million, $48 million, and $2 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2011. 61046817 45029954 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. 33509433 37748751 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. 467431168 true true false true false false false false false true true true false true true false false true false false false false false false false false true true true true true false false false false false false true false false false false true false false false true true true false false false true 0 0 false 0 false true true false false false false false false false false false 0 false false false false false false false false false false false X 14 13 false true false false true true true true true false false false true true true true true true true true true true OR X X DAVID E EAGER 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 WILL V MOWE 40.00 X 196930 0 51199 TRENT S GREEN 40.00 X 0 311012 92160 STEPHEN NEWBERRY MD 3.00 X 0 6403 0 SONJA O STEVES 40.00 X 0 305491 118183 SCOTT H JOHNSON 40.00 X X 0 306533 83716 RT REV MICHAEL J HANLEY 3.00 X 0 0 0 RONALD S KING 4.00 X 0 427 0 ROBERT W BENTLEY MD 4.00 X 0 206 0 ROBERT L CORNIE 4.00 X 0 284 0 ROBERT J PALLARI 0.00 X 0 460485 25878 RICHARD F GIBSON MD 0.00 X 0 438532 43081 PATRICK O'HOLLAREN MD 40.00 X 600176 0 35934 PAMELA S VUKOVICH 40.00 X X 0 499553 206459 P CAMPBELL GRONER III 40.00 X X 0 457351 161807 P ASHLEY WACKYM 40.00 X 304855 0 65800 MONICA C WEHBY MD 40.00 X 980671 0 34197 MOLLY F BURCHELL MD 40.00 X 295709 0 81861 MICHAEL DORSEN MD 40.00 X 567195 0 55571 MELINDA J MULLER MD 40.00 X 254248 0 67312 MARCOS F BARNATAN MD 40.00 X 531791 0 59946 LORI J MORGAN MD 40.00 X 395969 0 101575 LEWIS L LOW MD 40.00 X 308423 0 60602 JOHN W WINTER JR 4.00 X 0 381 0 JOHN P IGUIDBASHIAN MD 40.00 X 639661 0 41898 JEFFREY S GORDON 5.00 X X 0 0 0 JEFFREY D FULLMAN MD 3.00 X 0 268 0 JACK L ORCHARD 4.00 X 0 352 0 HOLLIS J HENDRICKS 4.00 X 0 0 0 GEROGE J BROWN MD 40.00 X X 0 828524 225427 GEORGE A CIOFFI MD 40.00 X 0 347823 152103 EVERETT W NEWCOMB III 40.00 X 425947 0 96129 DUNCAN R NEILSON MD 40.00 X 353634 0 44973 DUANE C MCDOUGALL 3.00 X 0 0 0 DONALD A TOUSSAINT 40.00 X 172857 0 45727 DEAN WILLIAM B LUPFER 3.00 X 0 72 0 CORLISS A MCKEEVER 3.00 X 0 298 0 COLLEEN A CAIN 7.00 X X 0 206 0 CHRISTOPHER S THOMING MD 3.00 X 0 289 0 CAROL A BRADLEY 40.00 X 0 335860 90018 CARLA D HARRIS 40.00 X 362219 0 62768 BRYCE R HELGERSON 40.00 X 295942 0 67295 BISHOP DAVID BRAUER-RIEKE 3.00 X 0 0 0 BARBARA K FERRE MD 4.00 X 0 0 0 APRIL B WHITWORTH 0.00 X 0 196326 5061 6686227 4496676 2176680 417 true true false ZIMMER GUNSUL FRANSCA ARCHITECTS LLP 320 SW OAK ST SUITE 500 PHOENIX OR 97204 ARCHITECT DESIGN 7594047 TRAUMA SPECIALISTS LLP 1620 SW TAYLOR PORTLAND OR 97205 MEDICAL SERVICES 8518113 INTUITIVE SURGICAL INC 1266 KIFER RD BUILDING 101 SUNNYVALE CA 94086 SURGICAL ROBOTICS 1945527 HURON CONSULTING LLC 8044 SOLUTIONS CTR CHICAGO IL 606778000 CONSULTANTS 2090775 HOFFMAN CONSTRUCTIONS CO 805 SW BROADWAY 2100 PORTLAND OR 97205 CONSTRUCTION 53077655 49 12865647 7645394 666452 287243 21177493 REVENUE CLINICS 86301010 86301010 PHYSICIANS 16403746 16403746 PATIENT PROGRAM REV 1014952565 1014952565 LAB, PHARMACY, ETC 64855692 17304581 47551111 CONVENIENCE OF MEMBERS 3426311 3426311 -619846099 -600871241 -18974858 566093225 14823839 14823839 0 142802 142802 8955 8955 8955 8955 1923671 1636048 287623 287623 287623 0 0 0 0 602533937 534090661 28576253 18689530 51500 51500 171354 171354 0 0 4988061 4383191 604870 0 241226793 215410970 25815823 15233023 13634323 1598700 36523752 32086670 4437082 18824857 16893151 1931706 0 6363 4880 1483 0 0 0 0 21992711 21992711 0 84420146 79993237 4426909 0 0 6791537 5855328 936209 659649 559089 100560 0 0 5367744 4116678 1251066 0 22046485 17140490 4905995 -843938 -1251926 407988 PROVIDER TAX 19456044 19456044 MANAGEMENT FEES 75969280 12274896 63694384 CONTRACT SERVICES 685535 266279 419256 CONSULTING 2087085 172876 1914209 BAD DEBTS 24219427 24219427 0 579877408 467431168 112446240 0 1353865 440933 0 0 74445555 78843328 0 0 808907 1500453 6252746 6665112 1699415 433481 436185239 219185469 159856896 216999770 0 121988861 144742827 0 0 154856661 90079481 521262906 539705385 63002836 68998908 323569384 321645658 386572220 390644566 X 134135933 146851645 554753 2209174 134690686 149060819 521262906 539705385 X 22656529 -8286396 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 17657 331761 17657 331761 476914493 705591348 476932150 705923109 1000000 1000000 250000 250000 false 1000000 2000000 2000000 2000000 7000000 10500000 20000 59359 263925 349418 692702 250000 500000 500000 500000 1750000 2625000 Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description Schedule C, Part II-A, 501(h) election Listing of Affiliated Members Legacy Health, EIN 23-7426300, Lobby Exp $163,804Legacy Emanuel Hospital & Health Center, EIN 93-0386823, Lobby Exp $17,657Legacy Good Samaritan Hospital and Medical Center EIN 93-0386793, Lobby Exp $0Legacy Meridian Park Hospital, EIN 93-0618975, Lobby Exp $4,047Legacy Mount Hood Medical Center, EIN 93-0591528, Lobby Exp $16,730Legacy Salmon Creek Hospital, EIN 33-1065485, Lobby Exp $147,180Legacy Visiting Nurse Assn, EIN 93-0848530, Lobby Exp $0There were no excess lobbying expenditures for any of the above affiliates. All affiliated entities addresses can be found on Schedule R. 7490163 6754427 247018 7212227 7279381 5512083 3410483 386083 1818486 7490163 5315578 924566 216556 944617 5512083 0.76000 0.24000 false true true 2822665 2822665 166207026 103938578 62268448 1062631 698061 364570 159912533 114548830 45363703 106180384 106180384 216999770 144742827 ROUNDING 16 OTHER NONCURRENT OTHER INVESTMENT -9546351 LIFE FLIGHT NETWORK, LLC 1469602 LAND & BUILDING HELD FOR DEVELOPMENT FUNDS HELD FOR DEBT SERVICES 86358356 DEFERRED FINANCING COSTS 2209763 AFFILIATE INVESTMENT 9588095 90079481 NONCURRENT WORKERS' COMP LIABILITY 1121969 NONCURRENT PENSION LIABILITY 37181765 NONCURRENT ENVIRONMENTAL OBILGATION 1773443 I/C AFFILIATE DEBT 281568481 321645658 602533937 579877408 22656529 -8286396 -8286396 14370133 581839727 581839727 20694210 20694210 602533937 561178000 561178000 18699408 18699408 579877408 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S EXPENSE FROM RESEARCH $9538073 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $8698846 AUXILIARY EXPENSE $2494 MEDICAL STAFF EXPENSE $933737 ELIMINATE EQUIPMENT DONATIONS $-475857 ROUNDING $2115 MANAGEMENT FEES $0 OTHER EXPENSE $0 GAIN / LOSS OF SALE OF ASSETS $0 GAIN/LOSS ON REFUNDING BOND $0 FOUNDATION CONTRIBUTION $0 PROGRAM SERVICE REVENUE RECLASS $0 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S REVENUE FROM RESEARCH $11192493 OTHER RECLASS OF REV/EXP FOR TAX PURPOSE $8698845 AUXILIARY INCOME $49463 MEDICAL STAFF INCOME $464132 ROUNDING $2034 PROGRAM SERVICE REVENUE $0 OTHER EXPENSE $0 GAIN / LOSS OF SALE OF ASSETS $0 IN KIND DONATION $287243 RENT EXPENSE FOR DEPARTMENT RECLASS $0 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances TRANSFER FROM LEGACY HEALTH, EIN 23-7426300 $0 DONATIONS OF MEDICINE $0 CAPITAL CONTR FROM EMAN CHILDREN'S FDTN, EIN 93-1314469 $0 CAPITAL CONTR FROM GOOD SAMARITAN FDTN, EIN 23-7017276 $0 CUMULATIVE TAX/BOOK TIMING DIFF $698717 IN KIND DONATIONS $ -287243 FOUNDATION CAPITAL DONATION $ -475857 CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY $ -5288592 RESEARCH $ -2710567 DONATIONS OF MEDICINE $ -222854 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowment funds disclosed in Part V are used to improve the healthcare of the community as designated by the donors. Emanuel Medical Center Foundation (EMCF) and The Children's Hospital Foundation (TCHF) maintain all charitable gifts including endowment funds for the benefit of LEHHC and it's programs. Income from permanently restricted net assets is accounted for in accordance with the donors' instructions.Legacy follows the guidance in the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in determining the net asset classification of all donor-restricted endowment funds. In accordance with UPMIFA and board policy, assets classified as permanent endowments in accordance with donor intent are only utilized for current period expenditures to the extent that earnings on the endowment exceed the original fair value of the donation. To the extent earnings on endowment funds exceed identified expenditures on which to apply those earnings, the earnings are classified as temporarily restricted net assets. Legacy has adopted investment and spending policies for endowment assets to provide a predictable stream of funding to programs supported by its endowment and to maintain the value of the endowment assets. Asset allocation is reviewed quarterly with respect to: i) Legacy's tolerance for risk based on its financial condition and need for cash from investments to support operations; ii) expected asset class return, risk and correlation characteristics; iii) changes in accounting guidance or tax law and iv) changes in bond covenants or other restrictions.Legacy's spending practices are intended to comply with donor's wishes and meet all applicable laws and regulations. Spending must be for a purpose that is consistent with the documented intent of the donor, and may not exceed the amounts annually determined by Legacy. Factors that are considered in addressing the annual spending allocation are: i) market value of the fund relative to the principal of the gift and ii) the level of spending in prior years.From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or UPMIFA requires Legacy to retain as a fund of perpetual duration. Deficiencies of this nature are reported as a reduction to unrestricted net assets and are excluded from the performance indicator. true true X true X true X true true true false true true 35969925 35969925 0.06200 144272420 108247560 36024860 0.06210 180242345 108247560 71994785 0.12410 1918701 77336 1841365 0.00320 11418128 3765571 7652557 0.01320 8452516 8452516 0.01460 765267 765267 0.00130 22554612 3842907 18711705 0.03230 202796957 112090467 90706490 0.15640 false 10815439 7246344 37958840 39905294 -1946454 X true true 1 0 LEGACY EMANUEL HOSP & HEALTH

2801 N GANTENBEIN AVENUE PORTLAND OR 97227

X X X X X X LEGACY EMANUEL HOSP & HEALTH 1 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 greater Portland, Oregon and southwest Washington area.The Legacy and LEHHC 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 1999, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. For more than a decade, $500,000 has been granted annually to community-based projects addressing racial and ethnic inequities and root causes. These dollars are in addition to Legacy's other charitable contributions. The Community Health Fund has provided 40 grants since 1999 totaling more than $5.8 million. Recognizing that education, employment and income inequities exist for communities of diversity, and that health professions are lacking in diversity, Legacy established the Youth Employment in Summer program. African American and Hispanic youth receive paid summer employment in departments where they work with health professionals and earn college scholarships between $2,500 and $5,000 annually. Students can remain in the program as long as they stay in school and pursue healthcare careers. Some students have remained in this program for as long as seven years and graduated with degrees in a variety of healthcare fields. Legacy encourages and supports employee volunteerism. Legacy donates $100 to nonprofit health, human service or education organizations in honor of employees who volunteer on personal time 50 hours a year. Employees may receive paid time when volunteering in one or two week time periods in local nonprofit organizations through Legacy's community service leave program.Non-cash donations of resources include clinical and non-clinical services and items, e.g., screenings and support services, internships, information and referral services and health fairs. Legacy's warehouse is open to nonprofit organizations to obtain surplus equipment and furniture. Legacy has recognized that nonprofit organizations spend valuable dollars on office space and infrastructure - dollars better spent on meeting their missions. As a result, Legacy has provided free office space and other infrastructure services to nonprofit organizations on its campus. Additionally, Legacy provides meeting space to a variety of nonprofit organizations free of charge to further their respective missions within the community. These activities are reported as "in-kind contributions." Part VI - Community Information LEHHC is located within an urban, high-density geographic area. Rich in character, both North and Northeast Portland are located in very diverse urban areas that are distinct and unique to the City of Portland. The historically African American neighborhoods surrounding the hospital are changing due to the increase in housing prices, i.e., the community is now mixed and the African American community is more widely spread throughout the metropolitan area. The area is increasingly becoming the home for the Hispanic community.The five-mile primary service area includes approximately 443,500 residents. The secondary service area (a sixty-mile ring) has roughly 2.1 million people. The primary service area, by ethnicity: 74% non-Hispanic white, 9% Hispanic, 7% African American, 6% Asian, 1% American Indian/Alaskan and 3% other. However, census numbers do not represent the true and changing picture. More than 140 languages are spoken in the Portland public schools. Schools in the neighborhoods near LEHHC are 40 to 60 percent minority, primarily African-American and increasingly Hispanic. Schools that were high-income and low-minority are now experiencing 25 to 40 percent English-as-a-Second-Language rates and 50 to 80 percent of students receive reduced-cost or free lunches. The primary service area includes at least one federally qualified medically undereserved area to the north and two federally qualified health centers-one primarily serving Native Americans.As a tertiary-care center, LEHHC provides several unique services to a four state region (Alaska, Washington, Oregon, and Idaho), such as its Level I trauma center, Children's Hospital, burn center, and high-risk obstetric services, including a Level III NICU. In addition, LEHHC provides training for interns and residents through its nationally accredited graduate medical education program, partners with schools to provide training and education for nursing and other health professionals and collaborates with a variety partners in providing clinical research through its full-service research facility. 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 $89,000 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. During 2010, Legacy Health conducted a community needs assessment. The results of the assessment were available in July of 2011 and can be found at www.Legacyhealth.org. The region served by Legacy Emanuel Hospital & Health Center (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 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 $95,229,131 and $111,599,741 respectively. This results in a total Medicare shortfall of $16,370,610.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 bad debt expense at cost was determined by using the same cost charge ratio as used for the charity care calculation. 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. 67% 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. true MEDICAL TEAMS INTERNATIONAL 14150 SW MILTON CT TIGARD OR 97224 930878944 501(c)(3) 0 46500 COST EQUIPMENT & SUPPLIES FOR DISASTER ASSISTANCE 1 0 PATIENT NEEDS IMPACTING HEALTH 41935 FREE LONG TERM MEDICATION 93418 EMERGENCY MEDICATIONS 36001 FREE MEDICATION Grantmaker's Description of How Grants are Used Legacy reviews all organizations prior to donating cash or supplies to ensure their 501(c)(3) status. Legacy regularly donates supplies to Medical Teams International for disaster relief. Several Legacy medical staff members, volunteer for Medical Teams International. X X X X X true true false true true true true false true true WILL V MOWE 173192 23738 40068 11131 248129 17406 TRENT S GREEN 308620 2392 67399 24761 403172 SONJA O STEVES 273706 31785 87567 30616 423674 31196 SCOTT H JOHNSON 271308 35225 47421 36295 390249 14568 ROBERT J PALLARI 460485 25878 486363 132478 RICHARD F GIBSON MD 98351 340181 24309 18772 481613 45988 PATRICK O'HOLLAREN MD 575016 25030 130 12564 23370 636110 PAMELA S VUKOVICH 441515 58038 179774 26685 706012 6874 P CAMPBELL GRONER III 364852 92499 124696 37111 619158 88308 P ASHLEY WACKYM 298376 6479 34595 31205 370655 MONICA C WEHBY MD 721160 192000 67511 18960 15237 1014868 MOLLY F BURCHELL MD 292780 2929 56908 24953 377570 MICHAEL DORSEN MD 495407 60800 10988 31727 23844 622766 MELINDA J MULLER MD 238712 375 15161 43268 24044 321560 MARCOS F BARNATAN MD 384896 151578 -4683 37351 22595 591737 LORI J MORGAN MD 384231 11738 75972 25603 497544 LEWIS L LOW MD 285743 22680 36532 24070 369025 JOHN P IGUIDBASHIAN MD 639426 235 18689 23209 681559 GEROGE J BROWN MD 766346 62178 181121 44306 1053951 33019 GEORGE A CIOFFI MD 342133 5690 125999 26104 499926 EVERETT W NEWCOMB III 385476 30000 10471 72357 23772 522076 DUNCAN R NEILSON MD 299592 54042 15321 29652 398607 15835 DONALD A TOUSSAINT 163638 9219 33248 12479 218584 CAROL A BRADLEY 310003 20000 5857 61146 28872 425878 CARLA D HARRIS 284494 77725 35223 27545 424987 BRYCE R HELGERSON 269173 26769 57997 9298 363237 24253 APRIL B WHITWORTH 196326 5061 201387 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. During 2010, the board meeting included spouses or a guest. any reimbursed expense related to the spouse or guest's travel is reported on part VII of the form 990. Compensation received by Dr. Newberry during 2010 related to his responsibilities as Past President of the Medical Staff at Legacy Meridian Park 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). MONICA C WEHBY MD MALPRACTICE COVERAGE X 175214 90469 false true true 90469 X 287243 false true true Part I, Line 32, Hire and Use of Third Parties All of LEHHC donations are administered through the Emanual Hospital Foundation and The Children's Hospital Foundation to ensure proper recording of gifts. Legacy foundations have gift acceptance policies in place to review any non-standard contributions. Form 990, Schedule J Schedule J Reporting of Officers and Senior Management on Legacy Affilate Returns. The Legacy Officers, Senior Vice Presidents and other key employees may have responsibilities for the operations of the entire health system, including the affiliated entities. Their compensation is paid from and reported on the Legacy return(EIN 23-7426300). The compensation is reported again for informational purposes on related affiliated entity returns including, Legacy Emanuel Hospital & Health Center, Legacy Good Samaritan Hospital and Medical Center, Legacy Meridian Park Hospital, Legacy Mount Hood Medical Center, Legacy Salmon Creek Hospital, Legacy Visiting Nurse Association, and Legacy Adventist Venture. Form 990, Part X LEHHC participates in the Legacy investment pooled funds which include professionally managed equity and fixed income securities in both separately managed portfolios and commingled investment accounts. Investment returns are prorated according to each affiliate's share of the pool. Form 990, Part VI, question 2 Legacy Health System CPC, LLC (CPC) is a common pay agent for Legacy and its affiliates. The CPC files all required federal employment tax returns for Legacy and its affiliates. The number of employees reported on Form W-3 for LEHHC, the lab & clinics is 4,799. 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 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Legacy Health's audited and interim consolidated financial statements are publicly available on the Electronic Municipal Market Access(EMMA) (www.emma.msrb.org) and DAC Bond (www.dacbond.com) websites. Legacy's audited consolidated financial statements include consolidating schedules which highlights LEHHC's financial results.When changes are made to the LEHHC Articles or Bylaws, LEHHC discloses and attaches copies to the IRS Form 990, which are publicly available by request or on various public websites such as Guidestar(www.guidestar.org). Other governing documents are not available to the public. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The following describes the compensation practices of Legacy and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates.Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for key executive positions. The Committee oversees the system's governance procedures with respect to the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. Certain groups have annual formal disclosure requirements, Executives and non-employees in leadership positions complete the Conflict Disclosure Statement from the Standards of Conduct policy annually. Officers, Directors, Trustees, Key and Highly Compensated employees are also required to complete a questionnaire covering business relationships, business transactions with interested parties, loans and grants. Conflict Disclosure Statements and questionnaires are returned to Legacy Management Audit for review of the disclosures. If a conflict is disclosed, or identified through any other means, Management Audit ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g., Compliance Committee, Audit Committee of the Board). Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Legacy Board received a copy of the 990 return prior to filing. At the direction of the entire Board, the Board Compensation Committee reviewed the compensation disclosures and the Board Audit Committee reviewed the 990 return with Management prior to filing. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The Board of Directors includes the following members: (a) The Bishop of the Oregon Synod of the Evangelical Lutheran Church inAmerica (the "Oregon Synod") or the Bishop's designee, who shall serve ex officio;(b) The Bishop of the Episcopal Diocese of Oregon (the "Episcopal Diocese")or the Bishop's designee, who shall serve ex officio;(c) One (1) person appointed by election of the Oregon Synod Council;(d) One (1) person appointed by election of the Convention of the EpiscopalDiocese. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Legacy Health is the sole member of Legacy Emanuel Hospital & Health Center. Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Legacy Health (Legacy) provides management services for all of its affiliated companies which includes, accounting, purchasing, contracting, legal, human resources, information technology, billing, facilities, budgeting, transcription, security, public relations, strategic planning, organization development.Cascade Pathology Services provides a Medical Director and pathologists who oversee the pathology laboratory services at LEMHHC. The amount paid for the year ended March 31, 2011 was $755,040. 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