2024-02-15T10:13:08-08:00 2023-03-31 990 2022-04-01 465562403 LEGACY HEALTH FOUNDATION LEGA 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 MAUREEN A BRADLEY President 2024-02-15 MAUREEN A BRADLEY 999009999 true 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z MAUREEN A BRADLEY 1919 NW LOVEJOY STREET PORTLAND OR 97209 12252019 false X WWW.LEGACYHEALTH.ORG X 2013 Legacy Health Foundation's mission is to foster charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of legacy health and promote the health and well-being of the community. 12 10 0 50 0 2367606 10417320 0 1158671 -1911790 -7199 -12086 3519078 8493444 2731249 2917260 0 0 0 0 0 2731249 2917260 787829 5576184 38597809 44153323 317839 256953 38279970 43896370 Legacy Health Foundation (LHF) was incorporated on August 21, 2013. The mission of the foundation is to foster charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of Legacy Health and promote the health and well-being of the community. Legacy Health is the sole corporate member of LHF. false false 2917260 2917260 10417320 At Legacy Health, we know that our legacy is something we create together every day. This is reflected in our mission of good health for our people, our patients, our communities and our world. We see it as our fundamental responsibility to improve the health and wellness of everyone we touch, empowering people to live healthier and better lives, and helping them create a legacy that truly lives on. Ours is a legacy of health and community, quality and innovation, respect and responsibility.Legacy Health was created in 1989 through the merger of HealthLink, a local four-hospital system, and Good Samaritan Hospital and Medical Center. Over the years Legacy has grown into the largest nonprofit, community-owned health system in the Portland/Vancouver area. Today, Legacy Health consists of an integrated network of six full-service hospitals and more than 50 clinics. The Legacy network provides acute and critical care, inpatient and outpatient treatment, urgent and primary care, and a variety of specialty services. At the heart of Legacys mission is our commitment to provide exceptional healthcare for all those in need. Legacy provides almost one-third of the charity care in the Portland area; more charity care relative to size than any of the leading health care organizations in the metropolitan area. The Legacy Health Foundation fosters charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of Legacy Health and promote the health and well-being of the community. Charitable gifts to Legacy Health Foundation support the programs and services of Legacy Health, many of which are not supported by traditional means of reimbursement. The Foundation also raises and stewards fund for Legacy Emanuel Medical Center, Legacy Meridian Park Medical Center, Legacy Mount Hood Medical Center, and the Unity Center for Behavioral Health. In fiscal year 2023, philanthropic contributions supported programs in these major areas:Patient Care $2,241,284 Education and Training $263,550Research $54,972 Miscellaneous Other Hospital Programs $412,058 Some of the projects funded in this year included: Supported therapeutic services at the Unity Center for Behavioral Health. Provided emergency medications, durable medical equipment, transitional housing, and other health-related supplies to uninsured, under-insured, and low-income patients. Provided emergency food support to patients and families experiencing food insecurity. Supported injury prevention programs for the community including child passenger safety, bike/sports helmets, elderly falls prevention, and burn injury prevention. Supported continuing education classes and scholarships for Legacy Health employees. Provided support for community organizations working to provide access and wrap around services for patients. Purchased medical equipment for Legacy Emanuel Medical Center, Legacy Meridian Park Medical Center, and Legacy Mount Hood Medical Center. 2917260 true true false false false false false false false true false true false false true false false true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 0 0 false 0 false false false false false true true false 0 false false false false false false false X 12 10 false true false false true true true true true false false true true true true true true true true false OR X X MAE CHAO 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 MAUREEN A BRADLEY EX-OFFICIO 4.00 40.00 X X 0 419150 -5345 LEWIS L LOW MD Secretary 0.50 8.00 X X 0 397666 -8551 DAVID MERTENS Chairman 2.00 0.00 X X 0 0 0 GABRIEL L GODDARD MEMBER 1.00 0.00 X 0 0 0 RANDI L REITEN MEMBER 1.00 0.00 X 0 0 0 JOSEPH J AVENA MEMBER 1.00 0.00 X 0 0 0 JILL A NELSON Chairman 1.00 0.00 X X 0 0 0 GISEL E HILLNER MEMBER 1.00 0.00 X 0 0 0 MICHAEL E LEWELLEN MEMBER 1.00 0.00 X 0 0 0 FRANK B PIACENTINI VICE CHAIR 1.00 0.00 X X 0 0 0 ORLANDO L WILLIAMS MEMBER 1.00 0.00 X 0 0 0 MICHELLE C GARCIA EX-OFFICIO 1.00 0.00 X 0 0 0 816816 -13896 0 false true false 0 215231 27479 1629620 8544990 44879 10417320 0 792181 792181 0 0 0 1000000 3703971 -2703971 -2703971 -2703971 42518 215231 54604 -12086 -12086 0 0 0 8493444 -1923876 2917260 2917260 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2917260 2917260 0 0 16245 4450 0 173570 100000 0 0 0 0 0 0 0 0 37985486 43730156 0 0 422508 318717 38597809 44153323 317839 256953 317839 256953 X 27052240 25527689 11227730 18368681 38279970 43896370 38597809 44153323 X 5576184 40216 X false true X true false X 1507104 3007959 2180644 2367606 10417320 19480633 0 0 1507104 3007959 2180644 2367606 10417320 19480633 1621542 17859091 4782 -2173970 408123 669552 792181 -299332 0 0 19181301 0.93110 0.43850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11227732 9089704 -248183 1700570 18368683 11334311 1663884 128873 1899336 11227732 7859727 5047401 1068296 2641113 11334311 1116372 7845781 -387279 715147 7859727 3668122 845969 3397719 1116372 0.09000 0.10000 0.81000 false true true 43730156 CHARITABLE REMAINDER UNITRUSTS 256953 256953 9512372 1018928 1018928 8493444 8493444 3936188 1018928 1018928 2917260 2917260 Part V, Line 4: Intended uses of the endowment fund. Endowment funds are used to improve the healthcare of the community as designated by the donors.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. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 DONATED INSTITUTIONAL SUPPORT $1018928 NET ASSET TRANSFER TO RCH $0 Part XII, Line 2d: Other expenses and losses per audited F/S DONATED INSTITUTIONAL SUPPORT $1018928 false 2022 THE DRIVE GOLF 88370 60840 27530 23528 2022 DENIM & DIAMONDS 51200 47085 4115 25572 3 116829 105956 10873 5179 256399 213881 42518 54279 54279 -11761 true LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 501(c)(3) 1399554 0 LEGACY GOOD SAMARITAN HOSPITAL & MED CTR 1015 NW 22ND AVE PORTLAND OR 97210 930386793 501(c)(3) 94045 0 LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 501(c)(3) 949256 0 LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVENUE TUALATIN OR 97062 930618975 501(c)(3) 265385 0 LEGACY MOUNT HOOD MEDICAL CEN 24800 SE STARK ST GRESHAM OR 97030 930591528 501(c)(3) 197002 0 LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH STREET VANCOUVER WA 98686 331065485 501(c)(3) 10336 0 6 0 Grantmaker's Description of How Grants are Used THE FOUNDATION ONLY AWARDS GRANTS AND/OR SCHOLARSHIPS AFTER A THOROUGH REVIEW AND DISCUSSION OF THE EXPENDITURES.GRANT PROPOSALS ARE SUBMITTED DURING THE ANNUAL GRANT APPLICATION PROCESS. ALL GRANT PROPOSALS ARE INITIALLY REVIEWED BY LEGACY HEALTH'S EXECUTIVE LEADERSHIP TO DETERMINE THEIR APPLICABILITY TO LEGACY'S GOALS AND STRATEGIC PLAN. GRANT PROPOSALS ARE THEN REVIEWED BY THE FOUNDATION'S OWN GRANT COMMITTEE. ONCE A GRANT IS APPROVED BY THE FOUNDATION, MONIES ARE NOT TRANSFERRED UNTIL PROOF OF THE EXPENDITURE IS PROVIDED TO THE GRANT STEWARDSHIP ARM OF THE FOUNDATION. true true false false false false true false false LEWIS L LOW MD Secretary 18176 379490 -10953 2402 389115 MAUREEN A BRADLEY EX-OFFICIO 411327 7823 -24803 19458 413805 Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or Legacy has an at-risk incentive compensation plan for management. The plan is based on meeting goals related to employee engagement, work processes, customer service, clinical quality, financial management, and certain key strategic tactics. In order to payout any at-risk incentive compensation, Legacy must exceed operating margin targets. Part II, Compensation from Unrelated Organizations Sch J, Part 1, Question 3 Regarding Compensation PracticesThe following describes the compensation practices of Legacy Health and its affiliates.The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid to executives during the current year and were reported on prior form 990 returns. These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. Distributions from 457(b)plans, reported to the employee on a 1099-R, are also included as other compensation. In addition, imputed income for insurance and other benefits is included in other compensation as well as any severance related payments.Column C - Deferred compensation includes the value of contributions to defined contribution plans, amounts deferred under the 457(f) plan including earnings, earnings in the 457(b) plan, and the value of the pension restoration plan. Earnings on the 457(f) and 457(b) include gains and losses on the underlying investments. The defined contribution plan is available to all employees as they become qualified to participate. The pension restoration plan provides executive pension benefits in excess of IRS mandated limits on eligible compensation to key executives. The benefits are unfunded and subject to forfeiture. Executive pension benefits are intended to make the executive's retirement benefit, as a proportion of their final average salary, comparable to all other employees, and are treated as income when paid.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. Part III, Additional Information SCHEDULE J REPORTING OF TRUSTEE AND OFFICERS ON LEGACY AFFILIATE RETURNS. The Foundation Ex-Officio Trustees and Officers who are also Legacy employees have their compensation paid from Legacy Health. The compensation is reported for informational purposes on the Foundation return. X 2 44879 FMV false true true Part I, Line 32, Hire and Use of Third Parties IF THE FOUNDATION RECEIVES A VEHICLE DONATION, VOLUNTEERS OF AMERICA PROCESSES THEDONATION FOR THE FOUNDATION. Form 990, Part VI, Section A, Line 3 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. Form 990, Part VI, Section A, Line 6 Legacy Health is the sole member of Legacy Health Foundation. Form 990, Part VI, Section A, Line 7a The Legacy Health (LH) Board of Directors approves trustees appointed to the Foundation Board. Form 990, Part VI, Section A, Line 7b The LH Board of Directors may by resolution approve or disapprove decisions of the governing board. Form 990, Part VI, Section B, Line 11b The Foundation Board received a copy of the 990 return prior to filing. The Board receives a memorandum with the return highlighting key areas. The return is prepared with the assistance of the Legacy Health foundation accountants and the foundation staff. Review of the conflict of interest, compensation or other disclosures is reviewed by the Legacy Health Audit and Compliance and Compensation committees. Form 990, Part VI, Section B, Line 12c The following is a summary of Legacy's policy and procedures for conflict of interest disclosure, monitoring and resolution.All Legacy employees and non-employees in leadership positions (e.g., Board members, Foundation Trustees, Medical Directors) are required to disclose potential conflicts of interest as the conflict arises. All employees are required to disclose any conflict of interest per the Standard of Conduct policy. Certain groups have annual formal disclosure requirements, Executives and non-employees in leadership positions complete the Conflict Disclosure Statement from the Standards of Conduct policy annually. Officers, Directors, Trustees, Key and Highly Compensated employees are also required to complete a questionnaire covering business relationships, business transactions with interested parties, loans and grants. Conflict Disclosure Statements and questionnaires are returned to Legacy Corporate Compliance or Tax Departments for review of the disclosure. If a conflict is disclosed, or identified through any other means, Legacy Corporate Compliance ensures that management mitigates the risk (e.g., discontinues relationship with vendor, segregates responsibilities, recuses Board member from voting in area of conflict) and that the conflict and mitigation steps are reported to the appropriate level (e.g. Audit and Compliance Committee of the Board). Form 990, Part VI, Section B, Line 15b The following describes the compensation practices of Legacy Health and its affiliates.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. 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, and are accountable for the effective day-to-day operation of the system. 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, Section C, Line 19 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 the Legacy Foundations's financial results.When changes are made to the LHF Articles or Bylaws, LHF 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 XI, Line 9 FUND BALANCE TRANSFER TO LHF = $24500 Form 990, Part XI, Line 9 GIFT SHOP OPERATION FUND = $15714 Form 990, Part XI, Line 9 Rounding = $2 Form 990, Part X Legacy Health Foundation (LHF) participates in professionally managed Short Term bonds and bond funds separately managed portfolios. Investment returns are prorated according to each affiliate's share of the pool. Form 990, Schedule D Legacy Health (Legacy), EIN 23-7426300, the parent organization for all Legacy Affiliates, pays for all management, general and fundraising expenses of its affiliated foundations. This includes salaries, payments to external contractors, supplies, office equipment, and other administrative expenses. The expenses paid by Legacy are donated to the Foundations as institutional support. This institutional support is included as both revenue and expense on the Foundation's internal financial statements but is not included for Form 990 reporting purposes. Because of this arrangement, there are no management and fundraising expenses, number of employees, employee compensation, or payment to independent contractors reflected on the Foundation's return. The only expenditures, other than grants, are certain special event expenses which are not donated by Legacy but are paid directly by the Foundation and reported on Form 990, part VIII, line 8B. The amount donated by Legacy to Legacy Health Foundation for the year ended 3/31/23 to cover management, general and fundraising expenses was $1,018,928. Form 990, Schedule O In 2021, the Meridian Park Medical Foundation board of trustees approved the dissolution of Meridian Park Medical Foundation and a merger of the Foundations assets into the Legacy Health Foundation. Similarly, in 2021, the Mount Hood Medical Center Foundation board of trustees approved the dissolution of Mount Hood Medical Center Foundation and a merger of the Foundations assets into the Legacy Health Foundation.All assets of Meridian Park Medical Foundation and Mount Hood Medical Center Foundationas of March 31, 2021, were transferred to Legacy Health Foundation, with all original donor restrictions preserved. The Meridian Park Medical Foundation and Mount Hood Medical Center Foundation boards became a standing committee of Legacy Health Foundation, with ex-officio representation to the Legacy Health Foundation board of trustees to assure continuity of programming and donor stewardship. LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 HEALTHCARE OR 501(C)(3) 11b NA false LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 HOSPITAL OR 501(C)(3) 3 NA false LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL 1015 NW 22ND AVE PORTLAND OR 97210 930386793 HOSPITAL OR 501(C)(3) 3 NA false LEGACY MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 501(C)(3) 3 NA false LEGACY MOUNT HOOD MEDICAL CENTER 24800 SE STARK ST GRESHAM OR 97030 930591528 HOSPITAL OR 501(C)(3) 3 NA false LEGACY SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL OR 501(C)(3) 3 NA false LEGACY VISITING NURSE ASSOCIATION 815 NE DAVIS ST PORTLAND OR 97210 930848530 HOSPICE OR 501(C)(3) 9 NA false RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 NA false GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 NA false SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 NA false SILVERTON HEALTH 342 FAIRVIEW STREET SILVERTON OR 97381 930281321 HOSPITAL OR 501(C)(3) 3 N/A false SILVERTON HEALTH FOUNDATION 342 FAIRVIEW STREET SILVERTON OR 97381 930913392 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false false true true false false false false false true true true true true true true true true true true