Legacy Health is located in Portland, OR. The organization was established in 1993. According to its NTEE Classification (E21) the organization is classified as: Community Health Systems, under the broad grouping of Health Care and related organizations. As of 03/2022, Legacy Health employed 17,570 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Legacy Health is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Legacy Health generated $316.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $322.3m during the year ending 03/2022. While expenses have increased by 5.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Legacy Health has awarded 291 individual grants totaling $17,547,456. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
LEGACY IS A UNIQUE HEALTH CARE SYSTEM FOUNDED ON THE TRADITION AND VALUES OF COMMUNITY HEALTH CARE ORGANIZATIONS, THE HEALING MINISTRIES OF THE LUTHERAN AND EPISCOPAL CHURCHES AND COMMUNITY PHYSICIANS WHO PROVIDE DEDICATED HEALTH SERVICES WITH CARE, COMPASSION AND EXCELLENCE.
Describe the Organization's Program Activity:
LEGACY PROVIDES ADMINISTRATIVE SERVICES FOR THE SYSTEM IN THE AREAS OF GENERAL ADMINISTRATION, FINANCE, LEGAL SERVICES, HUMAN RESOURCES, INFORMATION MANAGEMENT, PATIENT BILLING, QUALITY AND PATIENT SAFETY, AND MARKETING AND ALSO OVERSEES AND SUPPORTS HEALTH EDUCATION AND COMMUNITY WELLNESS PROGRAMS THROUGHOUT THE SYSTEM'S SERVICE AREA. LEGACY IS THE SOLE CORPORATE MEMBER OF SIX NONPROFIT CORPORATIONS: LEGACY EMANUEL HOSPITAL & HEALTH CENTER (LEHHC), LEGACY GOOD SAMARITAN HOSPITAL AND MEDICAL CENTER (LGSHMC), LEGACY MERIDIAN PARK HOSPITAL (LMPH), LEGACY MOUNT HOOD MEDICAL CENTER (LMHMC), LEGACY SALMON CREEK HOSPITAL(LSCH), SILVERTON HEALTH (SH) AND LEGACY VISITING NURSE ASSOCIATION (LVNA). WHILE THERE IS INVESTMENT IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND PROGRAMS AS A PART OF ITS NON-PROFIT STATUS, AN OVERWHELMING MAJORITY OF LEGACY COMMUNITY BENEFIT COMES IN THE FORM OF PROVIDING UNCOMPENSATED CARE. LEGACY'S POLICY OF PROVIDING CARE REGARDLESS OF THE ABILITY TO PAY MAKES IT ONE OF THE REGION'S LARGEST PROVIDERS OF UNCOMPENSATED CARE IN THE FOUR-COUNTY METROPOLITAN AREA. LEGACY, COLLECTIVELY PROVIDED OVER $40 MILLION, $292 MILLION, $265 MILLION, AND $13 MILLION IN UNCOMPENSATED CARE ATTRIBUTABLE TO ITS FINANCIAL ASSISTANCE, MEDICAID, MEDICARE, AND OTHER GOVERNMENT PROGRAMS, RESPECTIVELY, IN FISCAL YEAR 2022. IN ADDITION, LEGACY PROVIDED OVER $26 MILLION IN OTHER COMMUNITY BENEFIT ACTIVITIES DURING FISCAL YEAR 2022.IN SUPPORT OF ITS MISSION, LEGACY VOLUNTARILY PROVIDES MEDICALLY NECESSARY PATIENT CARE SERVICES THAT ARE DISCOUNTED OR FREE OF CHARGE TO PERSONS WHO HAVE INSUFFICIENT RESOURCES AND/OR WHO ARE UNINSURED. THE CRITERIA FOR CHARITY CARE IS DETERMINED BASED ON ELIGIBILITY FOR INSURANCE COVERAGE, HOUSEHOLD INCOME, QUALIFIED ASSETS, CATASTROPHIC MEDICAL EVENTS, OR OTHER INFORMATION SUPPORTING A PATIENT'S INABILITY TO PAY FOR SERVICES PROVIDED. SPECIFICALLY, LEGACY PROVIDES AN UNINSURED DISCOUNT OF 35% TO PATIENTS. ADDITIONAL DISCOUNTS, ON A SLIDING SCALE, ARE AVAILABLE TO PATIENTS WHOSE HOUSEHOLD INCOME IS LESS THAN 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 ADDITION TO THE HOUSEHOLD INCOME CRITERIA, THE PATIENTS' QUALIFIED ASSETS (E.G., 25% OF HOUSEHOLD ASSETS), AND OTHER CATASTROPHIC OR ECONOMIC CIRCUMSTANCES ARE CONSIDERED IN DETERMINING ELIGIBILITY FOR CHARITY CARE.DURING 2022, LEGACY PROVIDED CHARITY CARE ON 48,810 PATIENT ACCOUNTS, REPRESENTING 6,253 INPATIENT ACCOUNTS, AND 43,557 OUTPATIENT ACCOUNTS. IN 2022, 14% OF THE PATIENTS RECEIVING CHARITY CARE RECEIVED A FULL SUBSIDY REPRESENTING ROUGHLY 26% OF THE TOTAL CHARITY PROVIDED. THE TOP FIVE SERVICES PROVIDED TO PATIENTS QUALIFYING FOR CHARITY CARE WERE EMERGENCY/TRAUMA, SURGERY, CARDIOVASCULAR, PEDIATRICS, AND GENERAL ACUTE CARE.IN ADDITION TO CHARITY CARE, LEGACY PROVIDES SERVICES UNDER VARIOUS STATES' MEDICAID PROGRAMS FOR FINANCIALLY NEEDY PATIENTS, TO MEDICARE BENEFICIARIES AND TO BENEFICIARIES UNDER OTHER GOVERNMENT PROGRAMS (SUCH AS TRICARE). THE COST OF PROVIDING SERVICES TO THESE BENEFICIARIES GENERALLY EXCEEDS THE REIMBURSEMENT FROM THESE PROGRAMS.THE COST OF SERVICES PROVIDED UNDER THESE PROGRAMS IS DETERMINED BASED ON THE RELATIONSHIP OF COSTS (EXCLUDING THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS AND THOSE COSTS ASSOCIATED WITH MEDICAL EDUCATION, RESEARCH, COMMUNITY HEALTH SERVICES, AND OTHER CONTRIBUTIONS) TO BILLED CHARGES.LEGACY ALSO EMPLOYS FINANCIAL COUNSELORS AND SOCIAL WORKERS, WHO ASSIST PATIENTS IN OBTAINING COVERAGE FOR THEIR HEALTHCARE NEEDS. THIS INCLUDES ASSISTANCE WITH WORKERS COMPENSATION, MOTOR VEHICLE ACCIDENT POLICIES, COBRA, VETERANS' ASSISTANCE, AND PUBLIC ASSISTANCE PROGRAMS SUCH AS MEDICAID. THIS PROGRAM ASSISTS MANY PATIENTS IN OBTAINING COVERAGE THROUGH A THIRD PARTY, REDUCING THE PATIENTS' FINANCIAL RESPONSIBILITY.
AS THE HEALTH NEEDS OF COMMUNITIES SURROUNDING OUR HOSPITALS ARE FREQUENTLY CHANGING, LEGACY CONTINUES TO IDENTIFY INVESTMENTS FOR UNDERSERVED POPULATIONS. IN FY2022 GRANTS TOTALING OVER $1 MILLION WERE PROVIDED TO TWO HEALTH CARE COLLABORATIVES (PROJECT ACCESS NOW AND THE HEALTH SYSTEMS ACCESS TO CARE FUND)TO ENSURE ACCESS TO CULTURALLY RESPONSIVE PRIMARY AND SPECIALTY HEALTH SERVICES FOR COMMUNITY MEMBERS IN LEGACY SERVICE AREAS.RECOGNIZING THAT EDUCATION, EMPLOYMENT AND INCOME INEQUITIES EXIST FOR COMMUNITIES OF DIVERSITY, AND THAT HEALTH PROFESSIONS ARE LACKING IN DIVERSITY, LEGACY ESTABLISHED THE HEALTH OCCUPATION PROFESSION AND EDUCATION PROGRAM (HOPE, FORMERLY YOUTH EMPLOYMENT IN SUMMER). EACH YEAR, ETHNICALLY DIVERSE COMMUNITIES (AFRICAN AMERICAN AND HISPANIC YOUTH) RECEIVE PAID SUMMER EMPLOYMENT IN DEPARTMENTS WHERE THEY WORK WITH HEALTH PROFESSIONALS AND EARN COLLEGE SCHOLARSHIPS BETWEEN $3,000 AND $10,000 ANNUALLY. STUDENTS CAN REMAIN IN THE PROGRAM AS LONG AS THEY STAY IN SCHOOL AND PURSUE HEALTHCARE CAREERS. SOME STUDENTS HAVE REMAINED IN THIS PROGRAM FOR AS LONG AS SEVEN YEARS AND GRADUATED WITH DEGREES IN A VARIETY OF HEALTHCARE FIELDS. LEGACY ENCOURAGES AND SUPPORTS EMPLOYEE VOLUNTEERISM. LEGACY DONATES $100 TO NONPROFIT HEALTH, HUMAN SERVICE OR EDUCATION ORGANIZATIONS IN HONOR OF EMPLOYEES WHO VOLUNTEER ON PERSONAL TIME 50 HOURS A YEAR. EMPLOYEES MAY RECEIVE PAID TIME WHEN VOLUNTEERING IN ONE OR TWO WEEK TIME PERIODS IN LOCAL NONPROFIT ORGANIZATIONS THROUGH LEGACY'S COMMUNITY SERVICE LEAVE PROGRAM.NON-CASH DONATIONS OF RESOURCES INCLUDE CLINICAL AND NON-CLINICAL SERVICES AND ITEMS (E.G., SCREENINGS AND SUPPORT SERVICES, INTERNSHIPS, INFORMATION AND REFERRAL SERVICES AND HEALTH FAIRS). LEGACY'S WAREHOUSE IS AVAILABLE TO NONPROFIT ORGANIZATIONS TO OBTAIN SURPLUS EQUIPMENT AND FURNITURE. IN ADDITION, CONFERENCE ROOM SPACE IS MADE AVAILABLE TO LOCAL NONPROFITS FOR BOARD AND COMMUNITY MEETINGS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Kathryn Correia President & CEO | OfficerTrustee | 40 | $1,725,220 |
Trent S Green Sr VP | 40 | $1,065,077 | |
Anna Loomis CFO & Treasurer | OfficerTrustee | 40 | $837,787 |
Bryce Helgerson Sr VP | 40 | $767,254 | |
John J Kenagy Sr VP | 40 | $611,138 | |
Sonja O Steves Sr VP | 40 | $576,338 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Pacific Office Automation Purchased Services | 3/30/22 | $1,940,400 |
Xsolis Llc Consulting | 3/30/22 | $1,024,189 |
Point B Inc Consulting | 3/30/22 | $1,040,119 |
Kaufman Hall & Associates Inc Consulting | 3/30/22 | $2,162,553 |
Value Capture Llc Consulting | 3/30/22 | $2,858,999 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $1,532,173 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | -$2,604 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,529,569 |
Total Program Service Revenue | $244,311,919 |
Investment income | $20,686,897 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $4,617,040 |
Net Gain/Loss on Asset Sales | $45,202,169 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $316,347,594 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,983,503 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $11,585,166 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $121,749,407 |
Pension plan accruals and contributions | $9,377,496 |
Other employee benefits | $22,868,425 |
Payroll taxes | $10,398,470 |
Fees for services: Management | $0 |
Fees for services: Legal | $2,717,144 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $13,913,044 |
Advertising and promotion | $1,565,652 |
Office expenses | $0 |
Information technology | $30,061,493 |
Royalties | $0 |
Occupancy | $441,150 |
Travel | $523,691 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $6,008,808 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $8,315,765 |
Insurance | $1,685,306 |
All other expenses | $0 |
Total functional expenses | $322,341,283 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $417,724,581 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $15,693,600 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $6,414,739 |
Prepaid expenses and deferred charges | $21,935,841 |
Net Land, buildings, and equipment | $81,614,041 |
Investments—publicly traded securities | $1,140,393,446 |
Investments—other securities | $75,430,876 |
Investments—program-related | $0 |
Intangible assets | $1,636,905 |
Other assets | $490,953,756 |
Total assets | $2,251,797,785 |
Accounts payable and accrued expenses | $133,747,467 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $655,260,219 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $960,466,508 |
Total liabilities | $1,749,474,194 |
Net assets without donor restrictions | $502,323,591 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,251,797,785 |
Over the last fiscal year, Legacy Health has awarded $1,751,571 in support to 19 organizations.
Grant Recipient | Amount |
---|---|
Portland, OR PURPOSE: FOUNDATIONAL ADMIN SUPPORT | $877,421 |
Portland, OR PURPOSE: EMPLOYMENT & EDUCATION SERVICES | $150,000 |
Portland, OR PURPOSE: COMMUNITY CLINICS SUPPORT | $150,000 |
Portland, OR PURPOSE: GIRLS GROUPS & EUREKA PROGRAMS | $55,000 |
Portland, OR PURPOSE: EMERGING LEADERS INTERNSHIP PROG | $54,650 |
Saint Paul, MN PURPOSE: FLAGSHIP HIGH SCHOOL PROGRAM | $50,000 |
Over the last fiscal year, we have identified 5 grants that Legacy Health has recieved totaling $2,020,468.
Awarding Organization | Amount |
---|---|
Legacy Health Foundation Portland, OR | | $1,322,048 |
Good Samaritan Foundation Portland, OR | | $520,417 |
Randall Childrens Hospital Foundation Portland, OR | | $100,846 |
Salmon Creek Hospital Foundation Portland, OR | | $40,613 |
Silverton Health Foundation Silverton, OR | | $36,544 |
Beg. Balance | $11,334,310 |
Earnings | $128,873 |
Net Contributions | $1,663,884 |
Other Expense | $1,899,336 |
Ending Balance | $11,227,731 |
Organization Name | Assets | Revenue |
---|---|---|
Adventist Health System-West Roseville, CA | $3,327,906,475 | $789,421,387 |
Loma Linda Mercantile Loma Linda, CA | $5,623,174 | $892,472,678 |
St Joseph Hospital Of Orange Renton, WA | $990,581,691 | $836,962,973 |
Mission Hospital Regional Medical Center Renton, WA | $730,810,553 | $714,714,799 |
Northbay Healthcare Group Fairfield, CA | $886,687,386 | $685,543,580 |
St Lukes Health System Ltd Boise, ID | $557,259,828 | $657,648,132 |
St Joseph Health System Renton, WA | $465,201,527 | $481,765,148 |
Health Care La Ipa Thousand Oaks, CA | $137,239,241 | $468,769,852 |
Legacy Health Portland, OR | $2,251,797,785 | $316,347,594 |
Community Hospitals Of Central California Fresno, CA | $153,264,006 | $240,202,775 |
Renown Health Reno, NV | $1,033,752,208 | $203,266,795 |
Providence Saint Johns Medical Foundation Renton, WA | $60,875,219 | $215,011,749 |