LEGACY HEALTH
1919 NW LOVEJOY STREET, PORTLAND, OR 97209 www.legacyhealth.org

Total Revenue
$218,084,012
Total Expenses
$257,715,346
Net Assets
$4,473,850

Organizations Filed Purposes: Legacy Health (Legacy), formed in 1970, 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. This system of health care providers is dedicated to caring, compassion and excellence. The individual strengths and traditions that each provider brings enable Legacy, as a system, to be of greater benefit to the communities Legacy serves in its common mission. Legacy is the largest Oregon-based, nonprofit health care system in the State of Oregon and is one of the largest employers in the Portland metropolitan area. Legacy provides an integrated network of health care services, including acute and critical care, inpatient and outpatient treatment, primary and specialty physician services, hospice, laboratory, research, education and a variety of specialty services. Facilities within the System include six hospitals, inpatient and home hospice programs,

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.

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 $51 million, $207 million, $193 million, and $5 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2020. In addition, Legacy provided over $27 million in other community benefit activities during fiscal year 2020.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 2020, Legacy provided charity care on 65,784 patient accounts, representing 6,748 inpatient accounts, and 59,036 outpatient accounts. In 2020, 15% of the patients receiving charity care received a full subsidy representing roughly 30% 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.

In 1998, the Legacy Board allocated $10 million to establish a Community Health Fund from operating revenue to address major community health issues. The Fund aims to provide annual grants to community based programs addressing racial and ethnic disparities and inequities. The Community Health Fund has provided 52 grants since 1998 totaling over $9.7 million. In addition to the Community Health Fund contributions, $435,000 in grant funding was awarded to community based organizations to strengthen organizational capacity and support programs and initiatives that address the social determinants of health and health equity, focused on early childhood education and meaningful employment. 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 (HOPE) program (formerly Youth Employment in Summer program). Each year, ethnically diverse communities (African American and Hispanic youth) receive paid summer employment in departments where they worked 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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Kathryn CorreiaPresident & CEO40$1,465,049
Lewis L Low MdSR VP40$777,140
Anna LoomisCFO & TREASURER40$775,887
Robert E DewittSR VP & SEC40$759,250
Trent S GreenSR VP40$589,662
Carol A BradleySR VP40$574,497
John J KenagySR VP40$549,308
Bryce HelgersonSR VP40$514,222
Sonja O StevesSR VP40$466,930
Melinda J Muller MdVP40$438,094
Amy Chaumeton MdVP40$421,847
Maureen A BradleySR VP40$351,180
Anne T GreerSecretary40$331,932
Sarah K JensenVP40$320,526
Michael Tewfik MdPHY INFORMATICIST40$313,653
Jon HersenVP40$307,742
Eve L LogsdonVP40$306,171
Thomas W BickettVP40$279,423
Jennifer NewDIRECTOR40$202,349
Sarah K BrewerVP40$52,093
Charles WilhoiteChairman4$40,000
Jeffrey D Fullman MdBOARD DIRECTOR3$30,085
David RamusVICE CHAIR4$30,000
Nancy R LockeBOARD DIRECTOR4$25,000
Sheryl ManningBOARD DIRECTOR4$20,200
Lynn T GustBOARD DIRECTOR3$20,000
Gayle GoschieBOARD DIRECTOR3$20,000
Jeffrey BarberBOARD DIRECTOR3$17,204
Robert L CornieBOARD DIRECTOR3$15,510
Samir Desai MdBOARD DIRECTOR3$15,000
Jerry D PettyBOARD DIRECTOR3$15,000
Jack A FriedmanBOARD DIRECTOR3$15,000
Patrick ReitenBOARD DIRECTOR3$15,000
Lisa FreedmanBOARD DIRECTOR3$7,500
Nancy HortonBOARD DIRECTOR3$7,500
James WalkerBOARD DIRECTOR3$7,500
Rt Rev Michael J HanleyBOARD MEMBER3$0
Bishop Laurie Larson CaesarBOARD MEMBER3$0
Bishop David Brauer-RiekeBOARD DIRECTOR3$0
Leslie Root MdBOARD DIRECTOR4$0
Jonathan Hill MdBOARD DIRECTOR3$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202110539349300636_public.xml