2025-02-18T15:10:18-08:00 2024-03-31 990 2023-04-01 930281321 SILVERTON HEALTH DBA LEGACY SILVERTON HEALTH SILV 5034155600 342 FAIRVIEW STREET SILVERTON OR 97381 KERRIN E GILLESPIE CFO & TREASURER 2025-02-18 true 2023 2025-03-06 01:10:19Z GEORGE J BROWN 138946579 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. 8 4 0 91 66379 605694 2004317 129760906 136937262 -174847 -894 0 130191753 138940685 46066 120631 0 77695948 79163238 0 0 64137981 65079046 141879995 144362915 -11688242 -5422230 36097181 4540905 36836779 10702733 -739598 -6161828 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 103312088 120631 136937263 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 2024, SH incurred uncompensated costs of roughly $4,075,400 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 2024, SH incurred approximately $10,432,700, $13,738,500 and $717,200 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 $2,653,500 during fiscal year 2024.Silverton Health is part of Legacy, which collectively provided over $41 million, $271 million, $297 million, and $13 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2024. In addition, Legacy provided over $38 million in other community benefit activities during fiscal year 2024. 103312088 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 false 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 8 4 false true false false true true true true true false false true true true true true true true true true true OR X X KERRIN E GILLESPIE 5034155600 1919 NW LOVEJOY STREET PORTLAND OR 97209 KATHRYN CORREIA President & CEO 0.00 40.00 X X 0 3542650 319008 ALEXANDER GLADNEY SR VP 0.00 40.00 0 2426601 26901 ANNA L LOOMIS CFO & TREASURER 0.00 40.00 0 1433682 153842 JONATHAN E AVERY SR VP 0.00 40.00 0 1164082 229075 ANITA N IYENGER SR VP 0.00 40.00 0 895176 180275 JOHN J KENAGY SR VP 0.00 40.00 0 805923 185272 ANDREW NELSON DO ORTHO SURGEON 40.00 0.00 954258 0 29710 MELINDA J MULLER MD SR VP 0.00 40.00 0 770211 199749 SETH R PODOLSKY MD FORMER SR. VP 0.00 0.00 0 870347 7560 LISA J GOREN SR VP 0.00 40.00 0 648943 138570 KECIA M KELLY SR VP 0.00 40.00 0 618146 128774 CHRISTOPHER THOMING FORMER INTERIM PRESIDENT 0.00 40.00 0 675471 70921 PAUL A BREWER MD ORTHO SURGEON 40.00 0.00 650427 0 40453 JOHN SAUER MD MEDICAL DIRECTOR 40.00 0.00 613945 0 63374 MAUREEN A BRADLEY SR VP 0.00 40.00 0 507873 141134 BRYCE R HELGERSON FORMER SR. VP 0.00 0.00 0 535912 80904 KEITH HAUGEN MD FORMER DIRECTOR 40.00 0.00 429557 0 84894 JOHN YANG MD HOSPITALIST 40.00 0.00 433880 0 80218 AMY ZASTROW MD MEDICAL DIRECTOR 40.00 0.00 463922 0 39964 JULIAN J USELMAN MD Chairman 40.00 0.00 X X 406397 0 49428 JOHN A GILLIAM MD FORMER DIRECTOR 40.00 0.00 355756 0 94994 CRAIG ARMSTRONG SR VP 0.00 40.00 0 389388 60716 KAREN M BRADY VP, CNO 40.00 0.00 384723 0 64854 JOSEPH Z YODER HOSPITAL PRESIDENT 0.00 40.00 0 296270 75076 DEVIN SALAZAR BOARD DIRECTOR 40.00 0.00 X 120863 0 46681 TRENT S GREEN FORMER SR. VP 0.00 0.00 0 132859 6719 GAYLE GOSCHIE BOARD DIRECTOR 2.00 0.00 X 0 25000 0 JEFF HEMSTREET MD BOARD DIRECTOR 2.00 0.00 X 20000 0 0 JERRY PETTY VICE CHAIR 2.00 0.00 X X 0 15000 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 VICE CHAIR 2.00 0.00 X X 0 0 0 MIKE ULVEN BOARD DIRECTOR 2.00 0.00 X 0 0 0 4833728 15753534 2599066 190 true true false NW ACUTE CARE SPECIALIST PC 825 NE MULTNOMAH ST STE 240 PORTLAND OR 97232 MEDICAL SERVICES 5228102 SILVER FALLS ANESTHESIA LLC PO BOX 92 SILVERTON OR 97381 PATIENT SERVICE 2906115 PT NORTHWEST LLC 685 36TH AVE NE SALEM OR 97301 PATIENT SERVICE 1402317 LANGUAGE LINE SERVICES INC 15115 SW SEQUOIA PKWY PORTLAND OR 97224 INTERPRETING SERVICES 417152 LOCUMTENENSCOM LLC PO BOX 405547 ATLANTA GA 30384 STAFFING SERICES 249314 8 2004317 2004317 CAFE, PHARMACY & ETC 417266 417266 PATIENT PROGRAM REV 621110 136453617 136453617 PHARMACY 66379 66379 136937262 0 0 0 0 5000 5894 -894 -894 -894 0 0 0 0 138940685 136453617 66379 416372 900 900 119731 119731 0 0 1072946 884643 188303 0 61983117 51105036 10878081 3188012 1685785 1502227 8735992 4506522 4229470 4183171 2267336 1915835 0 0 0 0 0 0 5885475 5885475 0 13933460 12918808 1014652 0 0 2369109 1639802 729307 34359 23782 10577 0 0 1041604 720956 320648 0 3094563 2141932 952631 2805620 2534068 271552 ADMINISTRATIVE SERVICES FEES 16268520 16268520 CONTRACT SERVICES 9404343 6832716 2571627 PROVIDER TAX 6022267 6022267 BAD DEBTS 3717640 3717640 502086 304689 197397 144362915 103312088 41050827 0 94354 -402420 0 0 18190131 16622241 0 0 0 639184 663806 90686 126387 73054014 20860594 30740547 52193420 0 -13657721 -64662529 0 0 0 36097181 4540905 10828713 10702733 26008066 36836779 10702733 X -739598 -6161828 -739598 -6161828 36097181 4540905 -5422230 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 303289 303289 127652258 2828429241 127652258 2828732530 1000000 1000000 250000 250000 false 2000000 2000000 2000000 2000000 8000000 12000000 285875 294138 335335 303289 1218637 500000 500000 500000 500000 2000000 3000000 1214141 399824 5242 887875 731332 1081112 450609 -1641 315939 1214141 1075387 136113 853 131241 1081112 1027086 345761 10105 307565 1075387 812648 268702 -2369 51895 1027086 0.02000 0.03000 0.95000 false true true 2740000 2740000 18243394 8222100 10021294 17066 15999 1067 19108127 12622495 6485632 32945427 32945427 52193420 136551000 136551000 2389685 2389685 138940685 143916000 143916000 446915 446915 144362915 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 $393854 FOUNDATION CONTRIBUTION $61241 FOUNDATION CAPITAL CONTRIBUTION $1943076 ROUNDING $222 GAIN / LOSS ON SALE OF ASSETS $-894 OTHER NONOP REV $-7814 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FOUNDATION DONATION $61241 GAIN / LOSS OF SALE OF ASSETS $-893 ROUNDING $527 PROGRAM SERVICE REVENUE $393854 OTHER NONOP REVENUE $-7814 true true X true X 300.000000000 true X true true true false true true 4075451 4075451 0.02820 47880385 37447617 10432768 0.07230 1837413 1120122 717291 0.00500 53793249 38567739 15225510 0.10550 279120 279120 0.00190 431685 431685 0.00300 24949800 23197865 1751935 0.01210 190761 190761 0.00130 25851366 23197865 2653501 0.01830 79644615 61765604 17879011 0.12380 false 3717640 6112521 6371063 -258542 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 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. 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. In total, 1,181 participants took the survey, which was an increase 90% compared to 2018 (n=621). Community survey was conducted and was primarily available electronically (due to COVID-19 pandemic) and was translated into four languages (English, Spanish, Marshallese and Russian). 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 2019 Community Health Assessment 2022 Update prioritized eight broad topic areas (access to health care, behavioral health support, economic stability, education, food environment/food insecurity, housing, substance use, and transportation) with a focus on three priority areas (behavioral health support, housing and substance use). Of the eight broad topic areas, and considering the current knowledge, skills, resources and whether prevention-focused solutions were available, Silverton Health prioritized four areas (access to health care, behavioral health support, food environment/food insecurity and substance use) for the FY2023-FY2025 CHIP period. The remaining area(s) identified during the 2022 Marion-Polk CHA Update were, ideally, addressed by other local health systems, agencies and community-based organizations. Silverton Health 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 partners with Providence Health & Services, PeaceHealth and Kaiser Permanente NW to establish the Health Systems Access to Care Fund (HSACF) 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.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-Support for Community Health Worker (CHW) presence at St. Joseph Family Shelter located in Mt. Angel, OR. CHW supports service and resource navigation to families, ensuring service navigation including Oregon Health Plan enrollment and benefit navigation, as well as other wraparound services like housing, transportation and employment assistance.Liberty House-Providing services such as assessment, treatment, and prevention of child abuse, neglect, trauma and grief to promote health and hope in children, youth, families and communities. Grant funds will support expansion efforts of a new child abuse assessment clinic, giving closer access to those who reside in the rural communities of North Marion County. 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 $24,365,555 and $38,104,088 respectively. This results in a total Medicare shortfall of $13,738,532.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. These are then aligned to the community health needs identified in the formal CHNA. 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 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 offers financial assistance customer service Monday through Friday, as well as voicemail so patients can leave confidential, detailed messages during non-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 via email. 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 the heart of the Willamette Valley with levels of service not typically available in a community hospital: CT scanning, nuclear medicine, echocardiography, Level IV trauma care and its own family birth center thats virtually connected to newborn specialists through Randall Childrens Hospital at Legacy Emanuel. SH delivers care with a personal touch and has been a proud and committed member of the local community for more than a century.SH 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. The Community-Based Advisory Committee (CBAC) assists 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 the Healthy Columbia Willamette Collaborative and other partners in the Portland metropolitan area (Clackamas, Multnomah, Washington counties in Oregon and Clark County in SW Washington) to assess community needs and describe how the SH will address these needs and evaluate the effectiveness of its efforts within its service community. SH contributes in-kind lab donations 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 SH service area for a variety of uses. 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, 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; SH 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. 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 medical centers Dedicated childrens care at Randall Childrens Hospital at Legacy Emanuel Unity Center for Behavioral Health (a collaboration with three other health care organizations) More than 80 primary care, urgent care and specialty clinics Over 14,000 employees, and more than 3,000 health care providers Partnership with PacificSource health plan Research 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 collaborates with other health delivery systems and community-based organizations to improve the health of the community. One example of a collaboration addressing Access to care, is Project Access NOW (PANOW). PANOW provides innovative, integrated support for patients and healthcare providers across the tri-county region. Through shared investments, the monthly cost of premiums and out-of-pocket expenses are covered for patients who cannot afford to make those payments on their own. Additionally, PANOW connects uninsured and low-income individuals with donated primary and specialty care. 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 (HSACF) 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. In 2023, the 10 community health clinics supported by the HSACF served 9,076 unique patients, an increase of 12.8% from 2022. This equated to 26,094 patient visits for some of the most underserved people in Oregon and Southwest Washington.Recognizing that health professions are lacking in diversity, Legacy Health established the Health Occupation Profession and Education program (HOPE, formerly Youth Employment in Summer). Each year 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 (GME) 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 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 Emanuel Medical Center. In FY24, TNTT has continued to offer virtual classes and brought back in-person classes to provide important safety education to all ages. In FY24 TNTT offered 144 court ordered classes, 50 senior falls prevention classes, and multiple school, parent, and young driver safety education classes. Legacy Emanuel staff fit and distributed 4901 low-cost helmets and safety gear to children, of which 25% 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. 20 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 FY24 Legacy Health contributed system-wide over $662M system-wide in community benefit across all reportable categories, including financial assistance. Of the $662M total community benefit, $2.4M 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 0 0 PATIENT NEEDS FOR SAFE DISCHARGE 49973 TRANSPORTATION PATIENT NEEDS FOR SAFE DISCHARGE 42158 HOUSING, SHELTER, TRANSPORTATION HELMET FITTING AND SALES 27600 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 ALEXANDER GLADNEY SR VP 444286 75000 1907315 26901 2453502 AMY ZASTROW MD MEDICAL DIRECTOR 345932 40015 77975 26216 13748 503886 ANDREW NELSON DO ORTHO SURGEON 566970 286704 100584 16500 13210 983968 ANITA N IYENGER SR VP 749300 145876 143600 36675 1075451 ANNA L LOOMIS CFO & TREASURER 990808 274008 168866 115581 38261 1587524 BRYCE R HELGERSON FORMER SR. VP 535912 80904 616816 CHRISTOPHER THOMING FORMER INTERIM PRESIDENT 510264 54241 110966 16553 54368 746392 CRAIG ARMSTRONG SR VP 358471 16376 14541 17941 42775 450104 DEVIN SALAZAR BOARD DIRECTOR 130625 -9762 8491 38190 167544 JOHN A GILLIAM MD FORMER DIRECTOR 275513 60018 20225 60068 34926 450750 JOHN J KENAGY SR VP 701500 16188 88235 141648 43624 991195 JOHN SAUER MD MEDICAL DIRECTOR 429424 121305 63216 24362 39012 677319 JOHN YANG MD HOSPITALIST 339783 26325 67772 39982 40236 514098 JONATHAN E AVERY SR VP 999327 164755 185143 43932 1393157 JOSEPH Z YODER HOSPITAL PRESIDENT 297500 -1230 55544 19532 371346 JULIAN J USELMAN MD Chairman 300632 86755 19010 26400 23028 455825 KAREN M BRADY VP, CNO 314398 70325 44182 20672 449577 KATHRYN CORREIA President & CEO 1942056 1600594 279167 39841 3861658 KECIA M KELLY SR VP 559268 41510 17368 81582 47192 746920 KEITH HAUGEN MD FORMER DIRECTOR 280352 112380 36825 45309 39585 514451 LISA J GOREN SR VP 572092 76851 97816 40754 787513 MAUREEN A BRADLEY SR VP 445300 62573 112519 28615 649007 MELINDA J MULLER MD SR VP 710048 60163 153532 46217 969960 PAUL A BREWER MD ORTHO SURGEON 436771 182572 31084 13200 27253 690880 SETH R PODOLSKY MD FORMER SR. VP 870347 7560 877907 TRENT S GREEN FORMER SR. VP 132859 6719 139578 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 PracticesDirectors for Legacy started receiving compensation for their services in August 2014. They also receive expense reimbursements related to their duties. Any expense reimbursements to board members are reviewed by the Director of Tax for determining 1099 tax reporting. In addition to the Board of Directors compensation, during 2023, Dr. Hill received compensation related to his duties as Clinical VP while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. Dr. Frankhouse and Dr. Johnson received compensation related to their duties as Medical Directors and for medical services at Legacy Good Samaritan hospital. There was no other reportable compensation received by any board member during 2023.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) and are reported as deferred compensation on the 2023 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 28795 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 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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