Legacy Health

Organization Overview

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 03/2020, Legacy Health employed 16,071 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

For the year ending 03/2020, Legacy Health generated $218.1m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 0.3% each year. All expenses for the organization totaled $257.7m during the year ending 03/2020. While expenses have increased by 2.9% per year over the past 5 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 203 individual grants totaling $12,005,856. 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.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2020

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:

Part 3 - Line 4a

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.


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Board, Officers & Key Employees

Name (title)Compensation
Kathryn Correia
President & CEO
$1,465,049
Lewis L Low MD
Sr VP
$777,140
Anna Loomis
CFO & Treasurer
$775,887
Robert E Dewitt
Sr VP & Sec
$759,250
Trent S Green
Sr VP
$589,662
Carol A Bradley
Sr VP
$574,497

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Pacific Office Automation
Purchased Services
$1,320,683
Press Ganey Associates Inc
Employee Survey
$716,225
Kaufman Hall & Associates Inc
Consulting
$1,011,802
Xsolis Llc
Consulting
$1,058,292
Value Capture Llc
Consulting
$911,049
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$1,051,866
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above-$2,558
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$1,049,308
Total Program Service Revenue$166,592,301
Investment income $24,032,469
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $530,753
Net Gain/Loss on Asset Sales $25,879,181
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $218,084,012

Grants Awarded

Over the last fiscal year, Legacy Health has awarded $1,789,482 in support to 38 organizations.

Grant RecipientAmount

PROJECT ACCESS NOW

Org PageRecipient Profile

Portland, OR

PURPOSE: FOUNDATIONAL ADMIN SUPPORT

$682,392

THE OR COMMUNITY FOUNDATION

Org PageRecipient Profile

Portland, OR

PURPOSE: SAFETY NET COLLABORATION

$150,000

NEW AVENUES FOR YOUTH

Org PageRecipient Profile

Portland, OR

PURPOSE: COMEDY SHOWCASE

$60,000

Forest Grove, OR

PURPOSE: NOURISH THE COMMUNITY INITIATIVE

$50,000

BOYS & GIRLS CLUBS OF SW WA

Org PageRecipient Profile

Vancouver, WA

PURPOSE: MENTAL HEALTH PLEDGE

$50,000

ALBERTINA KERR CENTERS

Org PageRecipient Profile

Portland, OR

PURPOSE: COMMUNITY PROMISE CAMPAIGN

$50,000
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 2 grants that Legacy Health has recieved totaling $163,252.

Awarding OrganizationAmount
$112,529
$50,723
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$1,116,372
Earnings-$387,279
Net Contributions$7,910,781
Other Expense$780,147
Ending Balance$7,859,727

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