2024-02-15T14:29:44-08:00 2023-03-31 990 2022-04-01 930281321 SILVERTON HEALTH DBA LEGACY SILVERTON HEALTH SILV 5034155600 342 FAIRVIEW STREET SILVERTON OR 97381 ANNA L LOOMIS CFO & TREASURER 2024-02-15 ANNA L LOOMIS 999009999 true 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z KATHRYN CORREIA 342 FAIRVIEW STREET SILVERTON OR 97381 130366600 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. 11 6 0 89 75293 317523 605694 121559156 129760906 -27296 -174847 0 121849383 130191753 51744 46066 0 68048194 77695948 0 0 56042107 64137981 124142045 141879995 -2292662 -11688242 32618919 36097181 21670275 36836779 10948644 -739598 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 106261236 46066 129760906 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 2023, SH incurred uncompensated costs of roughly $5,195,700 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 2023, SH incurred approximately $10,315,900, $13,938,000 and $708,000 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 $2,704,900 during fiscal year 2023.Silverton Health is part of Legacy, which collectively provided over $46 million, $327 million, $273 million, and $12 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2023. In addition, Legacy provided over $29 million in other community benefit activities during fiscal year 2023. 106261236 true true false true false false false false false true true false false false true false false true false false false false false false false false true true false true true false false false false false false false 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 11 6 false true false false true true true true true false false true true true true true true true true true true OR X X ANNA LOOMIS 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KATHRYN CORREIA President & CEO 0.00 40.00 X X 0 2141270 44353 SETH R PODOLSKY SR VP 0.00 40.00 0 1360271 31960 ANNA L LOOMIS CFO & TREASURER 0.00 40.00 0 923121 42825 ALEXANDER GLADNEY SR VP 0.00 40.00 0 886285 41094 BRYCE R HELGERSON FORMER SR. VP 0.00 0.00 0 937453 -78892 TRENT S GREEN SR VP 0.00 40.00 0 816121 5759 JONATHAN E AVERY HOSPITAL PRESIDENT 0.00 40.00 0 738221 49693 JOHN J KENAGY SR VP 0.00 40.00 0 733933 19448 ANDREW NELSON DO ORTHO SURGEON 40.00 0.00 704119 0 27791 ANITA N IYENGER SR VP 0.00 40.00 0 676998 8702 CHRISTOPHER S THOMING MD INTERIM PRESIDENT 0.00 40.00 0 540528 71193 KECIA M KELLY SR VP 0.00 40.00 0 530120 48340 MELINDA J MULLER MD SR VP 0.00 40.00 0 561404 11432 JOHN SAUER MD MEDICAL DIRECTOR 40.00 0.00 519746 0 45426 LISA J GOREN SR VP 0.00 40.00 0 483405 53697 PAUL A BREWER MD ORTHO SURGEON 40.00 0.00 474660 0 38877 KEITH HAUGEN MD VICE CHAIR 40.00 0.00 X X 460271 0 41994 JOHN A GILLIAM MD BOARD DIRECTOR 40.00 0.00 X 442868 0 31521 JAMES H STAGEMAN MD HOSPITALIST 40.00 0.00 370468 0 61527 MAUREEN A BRADLEY SR VP 0.00 40.00 0 419150 -5345 JULIAN J USELMAN MD Chairman 40.00 0.00 X X 361137 0 35730 ANNE T GREER FORMER INT VP & SECRETARY 0.00 0.00 0 372488 -4366 KAREN M BRADY VP, CNO 40.00 0.00 305889 0 43508 AMY ZASTROW MD MEDICAL DIRECTOR 40.00 1.00 312913 0 18021 SARAH K BREWER FORMER HOSPITAL PRESIDENT 0.00 40.00 0 240524 8277 DEVIN SALAZAR BOARD DIRECTOR 40.00 0.00 X 102048 0 42731 SONJA O STEVES FORMER SR. VP 0.00 0.00 0 143920 -65916 JERRY PETTY BOARD DIRECTOR 2.00 0.00 X 0 15000 0 JEFF HEMSTREET MD 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 DIANA DICKEY BOARD DIRECTOR 2.00 0.00 X 0 0 0 SARAH DESANTIS BOARD DIRECTOR 2.00 0.00 X 0 0 0 MIKE ULVEN BOARD DIRECTOR 2.00 0.00 X 0 0 0 4054119 12520212 669380 164 true true false NW ACUTE CARE SPECIALIST PC 825 NE MULTNOMAH ST STE 240 PORTLAND OR 97232 MEDICAL SERVICES 5089448 SILVER FALLS ANESTHESIA LLC PO BOX 92 SILVERTON OR 97381 PATIENT SERVICE 2547513 PT NORTHWEST LLC 685 36TH AVE NE SALEM OR 97301 PATIENT SERVICE 1561727 LOCUMTENENSCOM LLC PO BOX 405547 ATLANTA GA 30384 STAFFING SERVICES 604697 LANGUAGE LINE SERVICES INC 15115 SW SEQUOIA PKWY PORTLAND OR 97224 INTERPRETING SERVICES 253700 8 605694 605694 CAFE, PHARMACY & ETC 379103 379103 PATIENT PROGRAM REV 621110 129306510 129306510 PHARMACY 75293 75293 129760906 0 0 0 0 174847 -174847 -174847 -174847 0 0 0 0 130191753 129306510 75293 204256 0 46066 46066 0 0 3267331 2747910 519421 0 58970104 53318133 5651971 3010704 1570255 1440449 8554095 4347334 4206761 3893714 2070814 1822900 0 566000 566000 0 0 0 0 5768206 5768206 0 13719143 12776067 943076 0 0 2540655 1766402 774253 25920 18021 7899 0 0 954248 663445 290803 0 3033281 2108902 924379 1133110 933584 199526 ADMINISTRATIVE SERVICES FEES 15297900 15297900 CONTRACT SERVICES 10858177 8123917 2734260 PROVIDER TAX 5773802 5773802 BAD DEBTS 3850418 3850418 617121 377960 239161 141879995 106261236 35618759 0 -8673 94354 0 0 17473062 18190131 0 0 0 1016728 639184 83557 90686 48709391 17968844 23835269 30740547 0 -9781024 -13657721 0 0 0 32618919 36097181 18069543 10828713 3600732 26008066 21670275 36836779 X 10948644 -739598 10948644 -739598 32618919 36097181 -11688242 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 335335 335335 125456791 2751952825 125456791 2752288160 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 402167 285875 294138 335335 1317515 500000 500000 500000 500000 2000000 3000000 1081112 450609 -1641 315939 1214141 1075387 136113 853 131241 1081112 1027086 345761 10105 307565 1075387 812648 268702 -2369 51895 1027086 521070 329144 406 37972 812648 0.01000 0.02000 0.97000 false true true 2740000 2740000 18160822 7209309 10951513 17066 13866 3200 17515518 10745669 6769849 10275985 10275985 30740547 I/C AFFILIATE DEBT 22507065 OTHER NONCURRENT LIABILITIES 3501000 Rounding 1 26008066 129297000 129297000 894753 894753 130191753 141273000 141273000 606995 606995 141879995 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 $407019 FOUNDATION CONTRIBUTION $317677 FOUNDATION CAPITAL CONTRIBUTION $288016 ROUNDING $-591 GAIN / LOSS ON SALE OF ASSETS $-174846 OTHER NONOP REV $57478 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION DONATION $317677 GAIN / LOSS OF SALE OF ASSETS $-174846 ROUNDING $-333 PROGRAM SERVICE REVENUE $407019 OTHER NONOP REVENUE $57478 true true X true X 300.000000000 true X true true true false true true 5195748 5195748 0.03660 47583922 37267987 10315935 0.07270 1761633 1053545 708088 0.00500 54541303 38321532 16219771 0.11430 134834 134834 0.00100 334070 334070 0.00240 26001070 23814636 2186434 0.01540 49591 49591 0.00030 26519565 23814636 2704929 0.01910 81060868 62136168 18924700 0.13340 false 3850418 7078012 7554381 -476369 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 Every five years, Marion and Polk Counties, in partnership with local health professionals and community organizations, come together to describe the health of the community by conducting a Community Health Assessment(CHA). The CHA gathers data from various reliable sources to identify local strengths and the most pressing health challenges using an evidence based framework.In January 2018, Marion County Health & Human Services, Polk County Health Department, Willamette Valley Community Health (WVCH), local health professionals, and community partners began a new MAPP (Mobilizing for Action through Planning and Partnerships) cycle to assess and improve the health of the community. MAPP is a multi-phase, evidence-based framework, created by the National Association ofCounty Health Officials (NACCHO, that involves multiple assessments, the identification of strategic issues,and the development,implementation, and evaluation of strategies to address these issues.Silverton Health (SH) participated in the 2019 Marion-Polk Community Health Assessment (CHA) conducted by Marion and Polk counties, as well as participated in the Marion-Polk CHA Steering Committee that provided direction for the MAPP process and development of the Marion-Polk Community Health Assessment. The Steering Committee was comprised of members from Marion and Polk county public health agencies, the regional coordinated care organization, hospital organizations, academia, community-based organizations, transportation and local governmental agencies.In 2022, the CHA/CHIP partnership conducted a survey to follow up on the assessment conducted in 2018 to check back in with the community regarding the health priorities selected. Additionally, this information was used to allocate resources and determine if another priority area should be added to the Community Health Improvement Plan. The target population for the survey was anyone who lived, worked, or played in Marion or Polk County. It was primarily available electronically on the internet; however paper versions were made available to community partners. The survey was translated into two more languages (Marshallese and Russian), in addition to English and Spanish. The questions on the survey were largely unchanged to provide a comparison point, although a few more demographic questions were added to provide more granular data around race, ethnicity, sexual orientation,and gender identity. In total, 1,181 participants took the survey, which was an increase 90% compared to 2018(621 responses). Facility: Silverton Hospital - Part V, Section B, Line 6a The Core Group was made up of staff from Marion County Health & Human Services, Polk County Health Department, and the local CCO Willamette Valley Community Health (WVCH).The following organizations were represented on the Steering Committee:* Kaiser Permanente* Salem Health* Santiam Hospital Facility: Silverton Hospital - Part V, Section B, Line 11 The 2019 Marion-Polk CHA has been updated annually. Findings from the 2022 updated CHA assessments re-confirmed the eight strategic issues originally deemed most important by community members, identified obesity prevention as a future area of improvement,and re-established Behavioral Health Support,Housing, and Substance Use as priority focus areas for community-based health improvement efforts.As with our prior CHNA and CHIP work, the current Legacy Silverton Medical Center CHNA report is based on the findings of the collaborative Marion-Polk CHAs, specifically the 2022 Update.No singular health care facility or community health organization can remedy all the health and social issues present in our community. The four areas the Legacy Silverton Medical Center prioritized (access to health care, behavioral health supports, food environment/food insecurity, and substance use) are those we have the capacity to impact during the FY2023-FY2025 CHIP period. The remaining four strategic issues in Marion and Polk counties (economic stability, education, housing, and transportation) ideally will be addressed by other local health systems and community-based organizations. Legacy Silverton is committed to engaging with our partner community organizations and health systems to address these remaining issues, when possible. 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 MCCLAINE STREET CLINIC 442 MCCLAINE ST SILVERTON OR 97381 PRIMARY CARE 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 $24,620,425 and $38,558,449 respectively. This results in a total Medicare shortfall of $13,938,024.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 Senior leadership, in conjunction with the Community Benefit staff works with local community-based partners to understand the needs of the community. The goal is to understand the needs and develop programs specific to the community. Involvement is both proactive and responsive - a leadership role in initiating programs as well as being readily available as a collaborative partner when the community asks. The outcome of this work is the development of both long-term and fiscal year plans. The outcome of this work is the development of both long-term and fiscal year plans. These are then aligned to the community health needs identified in the formal CHNA. The region served by the Legacy Silverton Medical Center, 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, Legacy Silverton has been and will remain committed to addressing these issues to improve the health of all residents in the community and ensure equity among ethnically diverse populations. Part VI, Line 3 - Patient Education of Eligibility for Assistance Legacy Silverton Medical Center 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, Legacy Silverton 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, Legacy Silverton provides an uninsured discount of 35% to self-pay patients with no coverage. 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, other catastrophic or economic circumstances are considered in determining eligibility for charity care. In addition to financial counselors and social workers, Legacy Silverton Medical Center 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 Legacy Silverton Financial Assistance Program.Financial counselors are available to assist patients in understanding and applying for available resources, including the Legacy Silverton Financial Assistance Program. Legacy Silvertons website also has information about the availability of financial assistance. Legacy Silverton offers financial assistance customer service Monday through Friday, as well as the availability of voicemail so patients can leave confidential, detailed messages during non-business hours. Legacy Silverton Medical Centers website also has information about the availability of financial assistance. Legacy Silverton offers financial assistance customer service Monday through Friday, as well as the availability of voicemail so patients can leave confidential, detailed messages during non-business hours. Patients are encouraged to sign up for MyHealth, a secure online tool toaccess their medical record. Using their MyHealth account they can correspond with a financial counselor via email. Finally, all of Legacys billing statements include information regarding the availability of financial assistance. If Legacy Silverton 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. Legacy Silverton 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 Legacy Silverton Medical Center is a nonprofit regional hospital located in Silverton, Oregon. Legacy Silverton sits in the heart of the Willamette Valley, located in Marion County. The medical center is located 14 miles northeast of Salem and 43 miles south of downtown Portland. Founded in 1917, the 48-bed facility has been at its current location since 1938. Silverton Hospital joined Legacy Health in 2016, making Legacy Silverton the newest member of the Legacy Health system.Legacy Silverton is a full-service community hospital that offers a comprehensive mix of services. These services include a Level IV trauma center, a 24-hour emergency department, family birth center, diagnostic imaging, orthopedics/sports medicine, nutrition services, wound care and infusion services. Legacy Silverton Medical Center defines its service areas by geographic location and where patients live. The primary service areas include the cities and towns of Silverton, Woodburn, Mt. Angel, Scotts Mills, Gervais, Molalla and Salem. Marion County, Oregons fifth most populous county, represents the majority of Legacy Silvertons service area and covers about 1,200 square miles. As of 2020, it is estimated that 345,920 people live in Marion County. Since 2010, the population has increased by about 10% which is similar to the increase in the state as a whole (10%). In Marion County there were a larger number of people living per square mile compared to the state. About 27% of community members identified as Hispanic or Latinx which was higher than the state (13%) and had a higher proportion of members who identified as Multiracial or Other race. About one out of every four households (25%) in Marion County spoke a language other than English at home compared to the state (15%), with Spanish being the most common language followed by various Asian or Pacific Islander languages and Russian. Marion County residents have a lower household income compared to the state and although poverty rates have been decreasing in this community and the state in recent years, Marion has a higher proportion of community members living below the federal poverty level and greater reliance on public assistance. Marion County has a lower percentage of members who earned a high school diploma, GED, or higher level of degree (81-85%) compared to the state (87%), and a smaller percent of people with a bachelors degree or higher (24%) compared to the state (34%). Part VI, Line 5 - Promotion of Community Health The Legacy Health system 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 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. Legacy Silverton Medical Center has its own Board of Directors with representatives from the Medical Center administration and local community-based organizations, businesses and agencies. This Board reports to the Legacy Health Board of Directors. A Community-Based Advisory Committee (CBAC) was formed to assist the Community Benefit department with the development and implementation of the Community Health Needs Assessments (CHNAs) and Community Health Implementation Plans (CHIPs) for each Legacy Medical Center. Legacy Community Benefit and the CBAC work closely with partners in Marion and Polk counties to assess local community needs and describe how the Legacy Silverton Medical Center will address these needs and evaluate the effectiveness of its efforts within its service community. Legacy Silverton Medical Center and other Legacy hospitals contribute in-kind lab services to safety net clinics in their service areas. Non-cash donations of clinical and non-clinical services and items, e.g., screenings and support services, internships, information and referral services, and health fairs, also are provided to the community. Legacy Healths supply warehouse is open to local non-profit organizations to obtain surplus equipment and furniture. In addition, free office and conference space and other infrastructure services are made available to local non-profit organizations in the Legacy Silverton service area for a variety of uses.The Legacy Silverton Medical Center medical staff is open,with physicians submitting credentialing information that is reviewed according to Legacy Health policies and standards.Legacy Silverton Medical Center collaborates with other health care providers, community-based organizations, business and the public on projects to improve the health of the community. One example of clinically based partnerships includes, among others: CARES NW (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 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 has collaborated with more than a dozen community mental health partners in developing this new psychiatric center. Part VI, Line 6 - Affilated Health Care System The Legacy Silverton Medical Center is a subsidiary of Legacy Health. Legacy Health is a nonprofit health system driven by our mission to improve the health of those around us. We offer a unique blend of health 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 when and where they need us. With an eye toward a healthier community, our partnerships tackle vital issues such as housing and mental health.Legacy Health strives to help everyone live healthier and better lives, with the vision of being essential to the health of the region. Legacy Health currently includes: Six hospitals; dedicated childrens care at Randall Childrens Hospital at Legacy Emanuel More than 70 primary, specialty and urgent care clinics Nearly 3,000 doctors and other advanced providers Almost 14,000 employees Laboratory, research and hospice services Partnership with PacificSource health plan In the fall of 2018, Legacy Health partnered with Providence Health & Services, PeaceHealth and Kaiser Permanente NW to establish the Health Systems Access to Care Fund through the Oregon Community Foundation. The monies donated by these health systems are awarded to community supported health clinics in Oregon and SW Washington to strengthen their infrastructure and capacity to respond to changing patient needs resulting from Medicaid transformation, ongoing healthcare reform and insufficient access to health services. From 2018-2023, the Fund distributed $2,673,000 to 11 organizations to enhance access to care for some of the most marginalized people in the Portland metropolitan area and in Marion County.Recognizing that health professions are lacking in diversity, Legacy established the Health Occupation Profession and Education program (HOPE, formerly Youth Employment in Summer). Each year between 5-15 students of ethnically diverse communities have access to paid summer employment in departments where they work with health professionals. Students are paid between $15-18 per hour and may work up to 400 hours over the summer. HOPE students also receive college scholarships between $3,000 and $10,000 annually. Students remain in the program if they remain in school and pursue health careers. Some students remain in the program as long as seven years and graduate with a range of degrees from imaging technician to Bachelor of Science in nursing to medical doctor. Most students are the first in their family to go to college. Legacy Health trains interns and residents through its nationally accredited graduate medical education program and partners with local nursing and other health professional schools and programs to provide practical training and education. In 1986, nurses at the Legacy Emanuel Medical 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 Emanuel Medical Center. In FY23 TNTT has continued to offer virtual classes and brought back in-person classes to provide important safety education to all ages. In FY23 TNTT offered 144 court ordered classes, 24 senior falls prevention classes, and multiple school, parent, and young driver safety education classes. Legacy Emanuel staff fit and distributed 3937 low-cost helmets and safety gear to children, of which 47% were donated. TNTT also began teaching Stop the Bleed in schools and to businesses that are interested in saving lives before medical personnel can arrive. 30 Stop the Bleed presentations were given to various community members. Legacy staff members also provided new parents with training to reduce the incidences of shaken baby syndrome as well as an education and awareness program about window safety (to prevent children falling from upper stories). In FY23 Legacy Health contributed system-wide over $689M in community benefit across all reportable categories, including financial assistance. Of the $689M total community benefit, $913K was allocated through strategic investments and grant making to community-based organizations to address access to health care, behavioral health support, food environment/food security and substance use. Part VI, Line 7 - States Filing of Community Benefit Report OR true 0 0 PATIENT NEEDS FOR SAFE DISCHARGE 19042 TRANSPORTATION PATIENT NEEDS FOR SAFE DISCHARGE 24624 HOUSING, SHELTER, TRANSPORTATION 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 ALEXANDER GLADNEY SR VP 714135 175000 -2850 8862 32232 927379 AMY ZASTROW MD MEDICAL DIRECTOR 313019 -106 5048 12973 330934 ANDREW NELSON DO ORTHO SURGEON 498524 162867 42728 15250 12541 731910 ANITA N IYENGER SR VP 681904 -4906 -17629 26331 685700 ANNA L LOOMIS CFO & TREASURER 926864 -3743 15250 27575 965946 ANNE T GREER FORMER INT VP & SECRETARY 37602 334886 -6422 2056 368122 BRYCE R HELGERSON FORMER SR. VP 155209 782244 -82689 3797 858561 CHRISTOPHER S THOMING MD INTERIM PRESIDENT 491768 46802 1958 15250 55943 611721 JAMES H STAGEMAN MD HOSPITALIST 307601 47951 14916 24400 37127 431995 JOHN A GILLIAM MD BOARD DIRECTOR 337408 52273 53187 -4063 35584 474389 JOHN J KENAGY SR VP 667187 29679 37067 -21931 41379 753381 JOHN SAUER MD MEDICAL DIRECTOR 472500 48088 -842 10801 34625 565172 JONATHAN E AVERY HOSPITAL PRESIDENT 653354 61145 23722 7161 42532 787914 JULIAN J USELMAN MD Chairman 317406 41490 2241 21350 14380 396867 KAREN M BRADY VP, CNO 303780 2109 24806 18702 349397 KATHRYN CORREIA President & CEO 1847531 293739 -617 44970 2185623 KECIA M KELLY SR VP 488702 51101 -9683 11907 36433 578460 KEITH HAUGEN MD VICE CHAIR 357107 56989 46175 4889 37105 502265 LISA J GOREN SR VP 486750 -3345 28506 25191 537102 MAUREEN A BRADLEY SR VP 411327 7823 -24803 19458 413805 MELINDA J MULLER MD SR VP 545803 12778 2823 -28952 40384 572836 PAUL A BREWER MD ORTHO SURGEON 434626 46421 -6387 12200 26677 513537 SARAH K BREWER FORMER HOSPITAL PRESIDENT 181338 59186 8277 248801 SETH R PODOLSKY SR VP 644050 30000 686221 -6017 37977 1392231 SONJA O STEVES FORMER SR. VP 85581 402 57937 -75295 9379 78004 TRENT S GREEN SR VP 574423 241698 -15586 21345 821880 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 PracticesExecutive 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 toexecutives 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.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. PAUL A BREWER MD FAM MEM OF KE 474660 EMPLOYMENT false MAGGIE DESANTIS REED FAM OF BOARD MEM 33123 EMPLOYMENT false BENJAMIN REED FAM OF BOARD MEM 34377 EMPLOYMENT false Schedule L, Part V Supplemental Information SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:LINE 1:(A) NAME OF PERSON: PAUL A. BREWER, MD(D) DESCRIPTION OF TRANSACTION: PAUL BREWER IS A HIGHLY COMPENSATED EMPLOYEE OF SILVERTON HEALTH AND ALSO SPOUSE OF FORMER HOSPITAL PRESIDENT SARAH BREWER.LINE 2:(A) NAME OF PERSON: MAGGIE DESANTIS REED(D) DESCRIPTION OF TRANSACTION: MAGGIE DESANTIS REED IS AN EMPLOYEE OF SILVERTON HEALTH AND ALSO FAMILY MEMBER OF BOARD DIRECTOR SARAH DESANTIS.LINE 3:(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 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 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 827. 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