2026-02-17T13:37:20-08:00 2025-03-31 990 2024-04-01 930281321 SILVERTON HEALTH DBA LEGACY SILVERTON HEALTH SILV 5034155600 342 FAIRVIEW STREET SILVERTON OR 97381 CAROLYN COGGINS INTERIM CFO 2026-02-17 true 2024 2025-03-06 01:10:19Z GEORGE J BROWN MD 342 FAIRVIEW STREET SILVERTON OR 97381 148101815 false X N/A X 1918 OR Through Silverton Health (SH), we come together to improve the health of our communities. SH's mission is to encourage wellness, deliver quality health care and build a collaborative team fostering integrity, accountability and innovation. 10 7 0 111 85037 2004317 597063 136937262 147488200 -894 -1251 16552 138940685 148100564 120631 81819 0 79163238 82953626 0 0 65079046 71004538 144362915 154039983 -5422230 -5939419 4540905 -4028459 10702733 8072785 -6161828 -12101244 Through Silverton Health we come together to improve the health of our communities. Recognizing our responsibility for careful use of resources, it is our mission to encourage wellness and deliver quality health care, to organize ourselves as a collaborative team fostering integrity, accountability and innovation, and to create an environment that promotes compassion and recognizes the dignity of all, with sensitivity to the values and cultures of those who entrust us with their care. false false 111066686 81819 147488200 Silverton Health provides inpatient and outpatient care and education services to the communities it serves. In support of its mission, SH voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are unisured. During fiscal year 2025, SH incurred uncompensated costs of roughly $5,800,100 associated with its financial assistance program. In addition to charity care, SH provides services under various states' Medicaid programs for financially needy patients and Medicare beneficiaries for which the cost of treating these patients exceeds the government payments received. During fiscal year 2025, SH incurred approximately $10,863,200, $14,954,500 and $941,800 in uncompensated costs attributable to Medicaid, Medicare, and other government programs, respectively. SH 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 $2,518,000 during fiscal year 2025.Silverton Health is part of Legacy, which collectively provided over $62 million, $261 million, $319 million, and $18 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2025. In addition, Legacy provided over $39 million in other community benefit activities during fiscal year 2025. 111066686 true true false true false false false false false true true false false false false 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 false false true false false false true 0 0 true 0 true true false false false false false false 0 false false false false false false false X 10 7 false true false false true true true true true false false true true true true true true true true true true OR X X CAROLYN COGGINS 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KATHRYN CORREIA President & CEO 0.00 40.00 X X 0 2705141 79606 GEORGE J BROWN MD President & CEO 0.00 40.00 X X 0 1651162 3556 ANITA N IYENGER SR VP 0.00 40.00 0 1169083 120472 JONATHAN E AVERY SR VP 0.00 40.00 0 1150440 128988 MELINDA J MULLER MD SR VP 0.00 40.00 0 907933 96202 ANDREW NELSON DO ORTHO SURGEON 40.00 0.00 980792 0 14187 JOHN J KENAGY SR VP 0.00 40.00 0 795521 92243 CRAIG ARMSTRONG SR VP 0.00 40.00 0 816213 51743 ANNA L LOOMIS CFO & TREASURER 0.00 40.00 0 782656 28749 LISA J GOREN SR VP 0.00 40.00 0 665547 91904 KECIA M KELLY SR VP 0.00 40.00 0 658381 77037 JOSEPH Z YODER HOSPITAL PRESIDENT 0.00 40.00 0 652216 75292 MAUREEN A BRADLEY SR VP 0.00 40.00 0 617551 75167 CHRISTOPHER THOMING FORMER INTERIM PRESIDENT 0.00 40.00 0 599867 61817 SONJA O STEVES FORMER SR. VP 0.00 0.00 0 567286 47505 PAUL A BREWER MD ORTHO SURGEON 40.00 0.00 559071 0 40716 JOHN SAUER MD MEDICAL DIRECTOR 40.00 0.00 534989 0 60594 JOHN YANG MD HOSPITALIST 40.00 0.00 402730 0 86313 KERRIN E GILLESPIE CFO 0.00 40.00 0 486474 0 AMY ZASTROW MD MEDICAL DIRECTOR 40.00 0.00 428574 0 49130 JOHN A GILLIAM MD FORMER DIRECTOR 40.00 0.00 336851 0 96160 JULIAN J USELMAN MD Chairman 40.00 0.00 X X 405706 0 24715 KEITH HAUGEN MD FORMER DIRECTOR 40.00 0.00 364412 0 52201 SETH R PODOLSKY MD FORMER SR. VP 0.00 0.00 0 341550 6445 BRYCE R HELGERSON FORMER SR. VP 0.00 0.00 0 336721 0 TRENT S GREEN FORMER SR. VP 0.00 0.00 0 314730 3679 KAREN M BRADY VP, CNO 40.00 0.00 151606 0 19804 BRIT GUCCINI VP 40.00 0.00 134579 0 11178 DEVIN SALAZAR BOARD DIRECTOR 40.00 0.00 X 101256 0 40131 JEFF HEMSTREET MD BOARD DIRECTOR 2.00 0.00 X 15450 0 0 GAYLE GOSCHIE BOARD DIRECTOR 2.00 0.00 X 0 12500 0 JAMES JENSEN II MD BOARD DIRECTOR 2.00 0.00 X 5150 0 0 ALFONSO HERRERA BOARD DIRECTOR 2.00 0.00 X 0 0 0 JESSE CUOMO Secretary 2.00 0.00 X X 0 0 0 DENISE CHUN MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 CINDY JONES BOARD DIRECTOR 2.00 0.00 X 0 0 0 SARAH DESANTIS VICE CHAIR 2.00 0.00 X X 0 0 0 MIKE ULVEN BOARD DIRECTOR 2.00 0.00 X 0 0 0 4421166 15230972 1535534 221 true true false NW ACUTE CARE SPECIALIST PC 825 NE MULTNOMAH ST STE 240 PORTLAND OR 97232 MEDICAL SERVICES 5788781 SILVER FALLS ANESTHESIA LLC PO BOX 92 SILVERTON OR 97381 PATIENT SERVICE 2403355 LOCUMTENENSCOM LLC PO BOX 405547 ATLANTA GA 30384 STAFFING SERVICES 1119515 PT NORTHWEST LLC 685 36TH AVE NE SALEM OR 97301 PATIENT SERVICE 1017163 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 STAFFING SERVICES 616082 12 597063 597063 CAFE, PHARMACY & ETC 410065 410065 PATIENT PROGRAM REV 621110 146993098 146993098 PHARMACY 85037 85037 147488200 0 0 0 16552 16552 16552 16552 1251 -1251 -1251 -1251 0 0 0 0 148100564 147009650 85037 408814 6120 6120 75699 75699 0 0 888976 735202 153774 0 66558556 55045320 11513236 3361920 1728795 1633125 7790831 4167484 3623347 4353343 2420422 1932921 0 0 0 0 0 0 7994258 7994258 0 15541282 14525851 1015431 0 0 2300611 1655144 645467 38775 27896 10879 0 0 1033744 743713 290031 0 4499704 3237252 1262452 2862536 2532188 330348 ADMINISTRATIVE SERVICES FEES 17630088 17630088 CONTRACT SERVICES 10616615 7825188 2791427 PROVIDER TAX 6664413 6664413 BAD DEBTS 1332273 1332273 490239 349468 140771 154039983 111066686 42973297 0 -402420 -90013 0 0 16622241 16206440 0 0 0 663806 621147 126387 126387 80668591 25279052 52193420 55389539 0 -64662529 -76281959 0 0 0 4540905 -4028459 10702733 8072785 10702733 8072785 X -6161828 -12101244 -6161828 -12101244 4540905 -4028459 X -5939419 3 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 322691 322691 134178310 3024595107 134178310 3024917798 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 294138 335335 303289 322691 1255453 500000 500000 500000 500000 2000000 3000000 731332 472610 2235 522768 683409 1214141 399824 5242 887875 731332 1081112 450609 -1641 315939 1214141 1075387 136113 853 131241 1081112 1027086 345761 10105 307565 1075387 0.02000 0.04000 0.94000 false true true 2740000 2740000 54055409 10540703 43514706 17066 17066 21927699 14721283 7206416 1928417 1928417 55389539 147007000 147007000 1093564 1093564 148100564 153491000 153491000 548983 548983 154039983 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. Silverton Health Foundation maintains all charitable gifts including endowment funds for the benefit of Silverton Health 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. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S PROGRAM SERVICE REVENUE $485534 FOUNDATION CONTRIBUTION $51753 FOUNDATION CAPITAL CONTRIBUTION $545310 ROUNDING $-80 GAIN / LOSS ON SALE OF ASSETS $-1251 OTHER NONOP REV $12298 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION DONATION $51753 GAIN / LOSS OF SALE OF ASSETS $-1251 ROUNDING $649 PROGRAM SERVICE REVENUE $485534 OTHER NONOP REVENUE $12298 true true X true X 300.000000000 true X true true true false true true 5800171 5800171 0.03770 47175788 36312534 10863254 0.07050 1358877 417071 941806 0.00610 54334836 36729605 17605231 0.11430 352121 65604 286517 0.00190 518504 423 518081 0.00340 23148393 21638433 1509960 0.00980 203285 203285 0.00130 24222303 21704460 2517843 0.01640 78557139 58434065 20123074 0.13070 false 1332272 5994736 6071628 -76892 true true 1 1 Silverton Hospital 342 FAIRVIEW ST SILVERTON OR 97381 www.legacyhealth.org 14-0030 X X X Silverton Hospital 1 false false true X X X X X X X X X 22 true true true true X www.legacyhealth.org true 22 true www.legacyhealth.org false false true X 300.0000 400.0000 X X X X X true true X X X true X www.legacyhealth.org X www.legacyhealth.org X www.legacyhealth.org X X X X X X true X false X X X X true X false false Facility: Silverton Hospital - Part V, Section B, Line 5 Silverton Health participated in the Marion-Polk Community Health Collaborative. The Marion-Polk Community Collaborative uses the Mobilizing for Action through Planning and Partnerships (MAPP) process, a multi-phase evidenced-based framework, created by the National Association of County and City Health Officials (NACCHO). The MAPP process includes three phases that focuses on building the Collaboratives foundation, conducting assessments, identifying health issues, and working to continuously improve the health of our community. An online survey was conducted with a total of 1,181 participants, representing a 90% increase from the previous cycle. The survey was primarily administered electronically due to the COVID-19 pandemic and was available in four languages: English, Spanish, Marshallese, and Russian.Organizations that participated in assessments and community survey include:Marion County Health & Human ServicesPacificSource Community SolutionsPolk County Health ServicesPacificSource Community Solutions Willamette Health Council Facility: Silverton Hospital - Part V, Section B, Line 6a Silverton Health participated in the Marion-Polk Community Health Collaborative Community Health Assessment along with:*Kaiser Permanente*Salem Health *Santiam Hospital Facility: Silverton Hospital - Part V, Section B, Line 11 The Marion-Polk Community Health Assessment identified eight broad topic areas: access to health care, behavioral health support, economic stability, education, food environment/food insecurity, housing, substance use, and transportation. Considering existing knowledge, skills, resources, and the availability of prevention-focused strategies, Silverton Health selected four areas to prioritize for the FY2023-FY2025 CHIP period: access to health care, behavioral health support, food environment/food insecurity, and substance use. The remaining area(s) identified in the Marion-Polk CHA will ideally be addressed by other local health systems, public agencies, and community-based organizations that have the resources to support families and strengthen community well-being.SH has committed to addressing priority needs through community health grants for community-based organizations, strategic partnerships, development of hospital-based programs to address specific Social Determinants of Health (SDOH) needs and hospital in-kind activities. Limited examples of these include:Strategic partnership:Health Systems Access to Care Fund (HSACF)- Legacy Health, in partnership with CareOregon, Providence Health & Services, PeaceHealth and Kaiser Permanente NW, established the Health Systems Access to Care Fund (HSACF) through the Oregon Community Foundation. This fund directs contributions from participating health systems to community-based health clinics across Oregon and Southwest Washington, strengthening clinic infrastructure and expanding capacity to meet evolving patient needs driven by Medicaid transformation, ongoing healthcare reform, and persistent gaps in access to essential health services.Hospital in-kind:Legacy Health primary care clinics screening for social needsLegacy Health primary care clinics screen patients during clinic visits for food insecurity and other social needs and provide shelf-stable food bags to those patients who need them.Community health grants:Catholic Community Services-Legacy Health Community Benefit grant funding to Catholic Community Services to support Community Health Worker (CHW) presence at St. Joseph Family Shelter located in Mt. Angel, OR. The CHW support services and resource navigation to families ensures service navigation including Oregon Health Plan enrollment and benefit navigation, as well as other wraparound services like housing, transportation and employment assistance. During the first year of funding, the Transitional Living Community (TLC) program supported 15 families, with 10 successfully achieving employment and housing goals through CHW guidance, while all families accessed essential health and treatment services. At Casa Adele, CHW outreach led to one resident accessing OHP dental care, with one active CHW case by year-end. In addition, 100% of families had access to OHP benefits, counseling, treatment services, and with support from CHWs and program staff.Liberty House-Legacy Health Community Benefit awarded grant funding to Liberty House to support the expansion of its child abuse assessment services into rural North Marion County. The funding helped establish a new clinic, improving access to critical assessment, treatment, and prevention services for children, youth, and families affected by abuse, neglect, trauma, and grief. In the first year, Liberty House served 64 individuals, offering services in both Spanish and English to meet the diverse needs of the community. WOODBURN FAMLY MEDICINE 1475 MT HOOD AVE WOODBURN OR 97071 PRIMARY CARE CLINIC WOODBURN DIAGNOSTIC IMAGING 693 RAY J GLATT CIRCLE WOODBURN OR 97071 OUTPATIENT CLINIC SH SPECIALIST CLINIC 452 WELCH ST SILVERTON OR 97381 SPECIALIST CLINIC MT ANGEL FAMILY MEDICINE 250 W MARQUAM ST MT ANGEL OR 97362 PRIMARY CARE CLINIC SILVERTON REHAB SERVICES 240 PHELPS ST SILVERTON OR 97381 OUTPATIENT CLINIC WOODBURN IMMEDIATE CARE 1475 MT HOOD AVE WOODBURN OR 97071 URGENT CARE CLINIC WOODBURN REHAB SERVICES 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC WOODBURN GENERAL SURGERY 1475 MT HOOD AVE WOODBURN OR 97071 SPECIALIST CLINIC MIDWIFERY AND WOMENS WELLNESS 409 WELCH ST SILVERTON OR 97381 PRIMARY CARE CLINIC KEIZER HEALTH CENTER 5685 INLAND SHORES WAY N KEIZER OR 97303 PRIMARY CARE CLINIC SILVERTON FAMILY PHYSICIANS 347 FAIRVIEW ST SILVERTON OR 97381 PRIMARY CARE CLINIC SILVERTON INTERNAL MEDICINE 347 FAIRVIEW ST SILVERTON OR 97381 PRIMARY CARE CLINIC WOODBURN SURGERY CENTER 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC WOODBURN STEPS 1475 MT HOOD AVE WOODBURN OR 97071 OUTPATIENT CLINIC TUKWILA MENTAL HEALTH 693 RAY J GLATT CIRCLE WOODBURN OR 97071 OUTPATIENT CLINIC Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense Silverton Health (SH) 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. Also, patients may experience adverse changes in their medical and financial situation which affect their ability to pay. As a result, SH must report these amounts as bad debt. Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit SH screens patients for presumptive charity eligibility prior to assignment to bad debt, in effort to help capture eligible patient population that may qualify for Financial Assistance. As a result, no additional portion of the bad debt expense is attributable to patients eligible under the organizations financial assistance policy.In prior years, SH estimated the amount of bad debt expenses attributable to financial assistance policy using demographic profile of household income and average household size in the zip code areas under the hospital. However, with the additional tools and resources available, SH is able to proactively identify patient accounts that are eligible for financial assistance. Part III, Line 4 - Bad Debt Expense The footnote that explains the Legacy bad debt expense can be found on page 9 of the attached audited financial statements. 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 $22,047,590 and $37,002,106 respectively. This results in a total Medicare shortfall of $14,954,516.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 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 VI, Line 2 - Needs Assessment Legacy leaders, together with the Community Benefit team, work with local community-based partners, Coordinated Care Organizations (CCOs), county agencies and other health systems to understand the needs of the communities we serve. This ongoing work focuses on identifying priority needs and developing programs and initiatives that address emerging issues. Our engagement is designed to stay ahead of community needs while remaining accessible and responsive to real-time concerns. These continuous assessment activities supplement the formal Community Health Assessment (CHA)/Community Health Needs Assessment (CHNA) process and help to inform annual and long-term planning aligned with identified community priorities. The Community-Based Advisory Committee (CBAC) supports the Community Benefit team in reviewing the findings from the regional Marion-Polk Community Health Collaborative CHA/CHNA. The committee brings together subject matter expertise, shared lived experiences, perspectives and knowledge that aid in the planning and development of Legacys hospital CHNAs and Community Health Improvement Plans (CHIPs).The region served by SH, 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, SH has been and will remain committed to addressing these issues to improve the health of all residents in the community and ensure equity among diverse populations. Part VI, Line 3 - Patient Education of Eligibility for Assistance SH employs financial counselors and social workers that assist patients in obtaining coverage for their healthcare needs. This includes assistance with workers compensation, COBRA, veterans assistance, Legacys financial assistance program, and public assistance programs, such as Medicaid. In support of its mission, SH provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured. The criteria for charity care are determined based on eligibility for insurance coverage, household income, catastrophic medical events, or other information supporting a patients inability to pay for services provided. Specifically, SH provides an uninsured discount of 35% to self-pay patients with no coverage. A 75% discount is available to patients whose household income is between 301% and 400% of the federal poverty level. For patients whose household income is at or below 300% of the federal poverty level, a full subsidy is available. In certain situations, charity care is awarded to individuals without any patient action required. In addition to the household income criteria, other catastrophic or economic circumstances are considered in determining eligibility for charity care. In addition to financial counselors and social workers, SH 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, translated for patients/individuals with limited English proficiency (LEP). Financial counselors are available to assist patients in understanding and applying for available resources, including the SH Financial Assistance Program. Legacy Healths website also has information about the availability of financial assistance. SH provides financial assistance customer service Monday through Friday, and offers a confidential voicemail so patients can leave detailed messages outside of business hours. Patients are encouraged to sign up for MyHealth, a secure online tool to access their medical record. Using their MyHealth account they can correspond with a financial counselor electronically. Finally, all of Legacys billing statements include information regarding the availability of financial assistance. If SH requires the use of a collection agency, those agencies are required to provide a telephone number for patients to call to request financial assistance. Annual education is provided to all admitting staff, so they can be kept informed of and speak with knowledge about current financial assistance policies and options. SH provides copies of the latest policies in main admitting areas, as well as with the hospital financial counselor, online via the website and through MyHealth. Part VI, Line 4 - Community Information SH serves a predominantly rural community located in Silverton, Oregon, with a primary service are that extends across Marion County. The service area includes an estimated 348,550 (2024) residents and reflects significant demographic diversity. Approximately 30% of residents identify as people of color, including about 2% Black or African American, 3% Asian, 12% multiracial, and 29% Hispanic/Latino/a. Language diversity is notable in the community, where 70% of residents speak English only, while about 19% speak Spanish and 3% speak an Asian or Pacific Islander language at home. Recent demographic trends show increasing racial/ethnic diversity and a continued rise in households speaking languages other than English, which has implications for accessibility and health communication.Residents in the service area have a median household income of $75,204 with approximately 14% living below the federal poverty level. These economic challenges in the region contribute to significant barriers in accessing healthcare services. An estimated 11% of community residents are uninsured, and 40% are Medicaid. Among SHs patient population, Medicaid coverage is substantial, with approximately 60% of encounters covered by Medicaid, compared with 32% across other hospitals in Marion County, while 2% of patients are uninsured, consistent with the regions low uninsured rate of 11%.The community is served by other hospitals within the Marion County, including Salem Health and Santiam Hospital. Despite the availability of other facilities, community members continue to experience access barriers, including transportation challenges, language barriers, and lower levels of trust in healthcare among certain priority populations. Within the service area, two neighborhoods in Marion County are designated as Medically Underserved Areas (MUAs) or Medically Underserved Populations (MUPs), Designations apply to primary care services within the county. These federal designations indicate places where residents experience more limited access to primary care and other essential health services, reflecting ongoing gaps in healthcare availability for certain populations in the region. Part VI, Line 5 - Promotion of Community Health Legacy Health is involved in several activities and provides a wide variety of services that engage community members and promote community health. For example, the Legacy Health Board of Directors is comprised of volunteer community leaders, hospital administrators and representatives of the Lutheran and Episcopal churches who guide Legacys efforts in meeting its mission of providing good health for our people, our patients, our communities and our world. Non-cash donations of clinical and non-clinical services and itemssuch as screenings, support services, internships, information and referral services, and health fairsare also provided to the community. SH also partners with schools to provide training and education for nursing and other health professionals. Surplus funds are reinvested to support the replacement of critical infrastructure and equipment needed to maintain high-quality patient care. SH medical staff is open, with physicians submitting credentialing information that is reviewed according to Legacy policies and standards. SH collaborates with other health care providers, community-based organizations, businesses, and the public on projects to improve the health of the community. One example of clinically based partnership is CARES Northwest (Child Abuse Response and Evaluation Services), a collaboration among four health systems Kaiser Permanente, OHSU Doernbecher Childrens Hospital, Providence Childrens Health and Randall Childrens Hospital at Legacy Emanuel; Legacy Emanuel Hospital & Health Center serves as the employer and donates the infrastructure. Additionally, the first collaborative medical initiative of its kind in the Pacific Northwest, Unity Center for Behavioral Health, is a joint effort between Adventist Health, Kaiser Permanente, Oregon Health & Science University and Legacy Health, providing psychiatric emergency services. Legacy collaborated with more than a dozen community mental health partners in developing this psychiatric center. Part VI, Line 6 - Affilated Health Care System SH is a subsidiary of Legacy Health, a nonprofit health system committed to improving the health of the communities we serve. Legacy Health provides a broad range of services across the Portland/Vancouver metro area and mid-Willamette Valley, from wellness and urgent care to dedicated childrens services and advanced medical centers. We care for patients of all ages, delivering services when and where they are needed.Legacy Health currently includes:Six medical centersDedicated childrens care at Randall Childrens Hospital at Legacy EmanuelUnity Center for Behavioral Health (a collaboration with three other health care organizations)More than 80 primary care, urgent care and specialty clinicsOver 14,000 employees, and more than 3,000 health care providersPartnership with PacificSource health planResearch and hospiceLegacys policy of providing care regardless of an individuals ability to pay makes it one of the regions largest providers of uncompensated care. As the health needs of communities surrounding our hospitals are frequently changing, Legacy Health continues to identify investments for underserved populations.Legacy Health, in partnership with CareOregon, Providence Health & Services, PeaceHealth and Kaiser Permanente NW, established the Health Systems Access to Care Fund (HSACF) through the Oregon Community Foundation. This fund directs contributions from participating health systems to community-based health clinics across Oregon and Southwest Washington, strengthening clinic infrastructure and expanding capacity to meet evolving patient needs driven by Medicaid transformation, ongoing healthcare reform, and persistent gaps in access to essential health services. In 2024, the 10 community health clinics supported by the HSACF served 10,188 unique patients, an increase of 26.4% between 2022 and 2024. This equated to 26,595 patient visits for some of the most underserved people in Oregon and Southwest Washington.Legacy Health trains interns and residents through its nationally accredited graduate medical education (GME) program and partners with local nursing and other health professional schools and programs to provide practical training and education. Free office space and other infrastructure services are made available to local non-profit organizations in the hospital service area(s) for a variety of uses.In 1986, nurses at the Legacy Emanuel Hospital & Health Centers Level I Trauma Center developed the Trauma Nurses Talk Tough (TNTT) program; a program that continues today across all Legacy service communities, although the program is managed from the Legacy Emanuel Hospital & Health Center. In FY25, TNTT continued to offer virtual and in-person classes to provide important safety education to all ages. In FY25 TNTT offered 104 court ordered classes, 47 senior falls prevention classes, and multiple school, parent, and young driver safety education classes. Legacy Emanuel Hospital & Health Center staff fit and distributed 4901 low-cost helmets and safety gear to children, of which 18% were donated. TNTT also began teaching Stop the Bleed in schools and to businesses that are interested in saving lives before medical personnel arrive. In total, 53 Stop the Bleed presentations were delivered to various community members. Legacy staff members also provided new parents with training to reduce the incidence of shaken baby syndrome, along with education and awareness programming about window safety to help prevent children from falling from upper stories.In FY25, Legacy Health contributed system-wide over $700M in community benefit across all reportable categories, including financial assistance. Of the $700M total community benefit, over $1.9M was allocated through strategic investments and grant making to community-based organizations to address access to culturally and linguistically responsive health care, essential community services and resources, and a neighborhood for all. Part VI, Line 7 - States Filing of Community Benefit Report OR true MATTER 360 7005 OXFORD STREET ST LOUIS PARK MN 55426 371441658 501(c)(3) 0 6120 COST SUPPLIES FOR DISASTER ASSISTANCE 1 0 PATIENT NEEDS FOR SAFE DISCHARGE 13350 TRANSPORTATION PATIENT NEEDS FOR SAFE DISCHARGE 61536 HOUSING, SHELTER, TRANSPORTATION HELMET FITTING AND SALES 813 TENTS, CHAIRS, TABLES 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. true true false true true true true false true true AMY ZASTROW MD MEDICAL DIRECTOR 398103 33642 -3171 31127 18003 477704 ANDREW NELSON DO ORTHO SURGEON 662950 318671 -829 14187 994979 ANITA N IYENGER SR VP 777403 394130 -2450 84091 36381 1289555 74930 ANNA L LOOMIS CFO & TREASURER 537323 247702 -2369 28749 811405 99081 BRYCE R HELGERSON FORMER SR. VP 336721 336721 336721 CHRISTOPHER THOMING FORMER INTERIM PRESIDENT 558630 36223 5014 1684 60133 661684 CRAIG ARMSTRONG SR VP 730994 85000 219 2476 49267 867956 GEORGE J BROWN MD President & CEO 1350574 200000 100588 3556 1654718 100588 JOHN A GILLIAM MD FORMER DIRECTOR 285300 59705 -8154 58560 37600 433011 JOHN J KENAGY SR VP 716476 70150 8895 44149 48094 887764 70150 JOHN SAUER MD MEDICAL DIRECTOR 363476 172141 -628 25535 35059 595583 JOHN YANG MD HOSPITALIST 385732 26000 -9002 43386 42927 489043 JONATHAN E AVERY SR VP 1047456 103550 -566 80710 48278 1279428 103550 JOSEPH Z YODER HOSPITAL PRESIDENT 614565 33469 4182 28833 46459 727508 33469 JULIAN J USELMAN MD Chairman 329942 63734 12030 24715 430421 KAREN M BRADY VP, CNO 150498 1108 8132 11672 171410 KATHRYN CORREIA President & CEO 1942060 242757 520324 34873 44733 2784747 242757 KECIA M KELLY SR VP 610384 58702 -10705 25062 51975 735418 58702 KEITH HAUGEN MD FORMER DIRECTOR 297395 67576 -559 9900 42301 416613 KERRIN E GILLESPIE CFO 486474 486474 LISA J GOREN SR VP 609620 59926 -3999 41050 50854 757451 59926 MAUREEN A BRADLEY SR VP 481532 44530 91489 42123 33044 692718 96576 MELINDA J MULLER MD SR VP 824471 73575 9887 45253 50949 1004135 73575 PAUL A BREWER MD ORTHO SURGEON 434695 128205 -3829 13800 26916 599787 SETH R PODOLSKY MD FORMER SR. VP 341550 6445 347995 SONJA O STEVES FORMER SR. VP 567286 47505 614791 468386 TRENT S GREEN FORMER SR. VP 314730 3679 318409 314730 Part I, Line 5b: Explanation of organization compensation based on revenues of related organization Physicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue. 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 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. Part III, Additional Information Sch J, Part 1, Question 3 Regarding Compensation PracticesGayle Goschie received compensation for her service on the Legacy Board. Dr. Brown received compensation from Legacy as an independent contractor. In addition ,during 2024, Dr. Uselman and Dr. Salazar received compensation for medical services provided at Silverton Health. There was no other reportable compensation received by any board member during 2024.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior management personnel. The comprehensive compensation plan is designed for positions that have a significant impact on the high-level strategic and policy direction of Legacy and its affiliates. Base pay and total compensation (including incentive compensation) for similar positions is established at a level comparable to market compensation for healthcare organizations. External consultants are regularly used to review published compensation surveys of comparable organizations and comparable benchmark positions in the market. The Compensation Committee of the Board of Directors, none of whom is a Legacy employee, reviews the compensation for executive positions. The Committee oversees the system's governance procedures with respect to intermediate sanctions legislation and the evaluation of reasonableness of compensation. The Committee reports to the Board in sufficient detail to enable the entire Board to take such actions as are required to obtain the rebuttable presumption of reasonableness. The Compensation Committee also reviews tax-reporting disclosures.Sch J, Part II, Column Breakdown Of W-2 Or Misc-1099:Column B(i) - Base compensation consists of regular base pay including employee elected deferrals for retirement plans (403(b) and 457(b) plans).Column B(ii) - The incentive compensation program for Legacy is based on predetermined criteria and reviewed and approved by the Board. Bonuses are paid to key employees for interim duties outside their primary responsibilities (e.g. Acting in Capacity).Column B(iii) - Other compensation consists of deferred compensation amounts paid to executives during the current year and were reported on prior form 990 returns. These amounts include arrangements that contain elements of a substantial risk of forfeiture conditioned on continued employment, vesting and/or a noncompete provision upon termination of employment. Distributions from 457(b) plans, reported to the employee on a 1099-R, are also included as other compensation. In addition, imputed income for insurance and other benefits is included in other compensation as well as any severance related payments.Column C - Deferred compensation includes the 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.Fiscal year 2024 performance bonuses were paid based on the achievement of patient and employee safety goals with attainment probability of 20-30%. The bonuses were paid out in July 2024 (tax year 2024), included in the Executive compensation and were reported as deferred compensation on the 2023 form 990. This is included on sch J Part II column F on the 2024 form 990.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. BENJAMIN REED FAM OF BOARD MEM 28758 EMPLOYMENT false Schedule L, Part V Supplemental Information SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:LINE 1:(A) NAME OF PERSON: BENJAMIN REED(D) DESCRIPTION OF TRANSACTION: BENJAMIN REED IS AN EMPLOYEE OF SILVERTON HEALTH AND ALSO FAMILY MEMBER OF BOARD DIRECTOR SARAH DESANTIS. 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 Silverton Health. Form 990, Part VI, Section A, Line 7a The affairs of Silverton Health are managed by the Board of Directors that includes the following:1. President of Silverton Health Medical Staff who serves Ex-Officio2. Elected Directors, and 3. One Legacy Director who is a voting member of the Legacy Health Board of Directors and appointed by Legacy Health Form 990, Part VI, Section A, Line 7b The Elected Directors are nominated by Silverton Health for election by Legacy Health. Legacy Health can elect an Elected Director to the Board of Directors only if the Silverton Health Board has nominated that Director. Form 990, Part VI, Section B, Line 11b 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 and Compliance Committee received a memorandum with draft 990 returns for Legacy and Legacy Emanuel Hospital & Health Center highlighting key areas and requesting feedback. Questions from the Board Audit and Compliance Committee are answered and changes made where appropriate. Any significant differences in disclosure from the draft 990 to the final 990 return for other affiliated entities, including Silverton Health are provided to the Board Audit and Compliance Committee. Depending on the deadline for the 990 return filing and the Board Audit and Compliance Committee meeting this discussion may take place following the filing of the return. 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 Silverton Health's financial results.When changes are made to the Silverton Health Articles or Bylaws, Silverton Health discloses the changes on the IRS Form 990. These documents are publicly available upon request. Other governing documents are not available to the public. Form 990, Part XI, Line 9 Rounding = $3 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, Silverton Health, and Legacy Visiting Nurse Association. Form 990, Part IV, question 12 Legacy has an audit of its consolidated financial statement which includes consolidating schedules highlighting SH's financial results. 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 LSCH is 800. SILVERTON HEALTH FOUNDATION 342 FAIRVIEW STREET SILVERTON OR 97381 930913392 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false LEGACY HEALTH 1919 NW LOVEJOY ST PORTLAND OR 97209 237426300 HEALTHCARE OR 501(C)(3) 11b N/A false LEGACY EMANUEL HOSPITAL & HEALTH CENTER 2801 N GANTENBEIN AVE PORTLAND OR 97227 930386823 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 MERIDIAN PARK HOSPITAL 19300 SW 65TH AVE TUALATIN OR 97062 930618975 HOSPITAL OR 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 SALMON CREEK HOSPITAL 2211 NE 139TH ST VANCOUVER WA 98686 331065485 HOSPITAL WA 501(C)(3) 3 N/A false LEGACY VISITING NURSE ASSOCIATION 6475 SW BORLAND ROAD SUITE J TUALATIN OR 97062 930848530 HOSPICE OR 501(C)(3) 9 N/A false RANDALL CHILDRENS HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 931314469 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false GOOD SAMARITAN FOUNDATION PO BOX 4484 PORTLAND OR 97208 237017276 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false SALMON CREEK HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 830433165 CHARITABLE FOUNDATION WA 501(C)(3) 7 N/A false LEGACY HEALTH FOUNDATION 1919 NW LOVEJOY ST PORTLAND OR 97209 465562403 CHARITABLE FOUNDATION OR 501(C)(3) 7 N/A false false true true false false false false true true true true false true false false false false false false SILVERTON HEALTH FOUNDATION c 51753 Cash SILVERTON HEALTH FOUNDATION i 545310 Cash