Nonprofit · EIN 46-5562403
LEGACY HEALTH FOUNDATION
Tax-exempt · PORTLAND, OR 97209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $14,627,165 | $9,308,705 | $5,318,460 | $56,083,827 | $264,071 | $55,819,756 |
| March 31, 2024 | 990 | $11,391,637 | $4,823,688 | $6,567,949 | $50,737,876 | $278,972 | $50,458,904 |
| March 31, 2023 | 990 | $8,493,444 | $2,917,260 | $5,576,184 | $44,153,323 | $256,953 | $43,896,370 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $11,901,439
- of which government grants
- $216,090
- Program service revenue
- $0
- Investment income
- $2,761,898
- Net gain from sales of assets
- $279,303
- Net income from fundraising events
- -$36,172
- Other revenue
- -$36,172
Expenses
- Grants and similar amounts paid
- $9,308,705
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,308,705
Balance sheet and other
- Total assets, start of year
- $50,737,876
- Total assets, end of year
- $56,083,827
- Total liabilities, end of year
- $264,071
- Net assets, end of year
- $55,819,756
- Net assets without donor restrictions
- $32,283,240
- Net assets with donor restrictions
- $23,536,516
- Gross receipts
- $15,015,949
- Employees
- 0
- Volunteers
- 65
- Year formed
- 2013
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GEORGE J BROWN MD | EX-OFFICIO Trustee or director | 1 | $0 | $1,651,162 | $3,556 |
| ANNA L LOOMIS | EX-OFFICIO Trustee or director | 1 | $0 | $782,656 | $28,749 |
| KECIA M KELLY | EX-OFFICIO Trustee or director, Officer | 4 | $0 | $658,381 | $77,037 |
| MAUREEN A BRADLEY | EX-OFFICIO Trustee or director, Officer | 4 | $0 | $617,551 | $75,167 |
| LEWIS L LOW MD | Secretary Trustee or director, Officer | 0.5 | $0 | $84,515 | $23,694 |
| DAVID MERTENS | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| GABRIEL L GODDARD | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JILL A NELSON | Chairman Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GISEL E HILLNER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL E LEWELLEN | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| FRANK B PIACENTINI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TARI L KINATEDER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNA L LOOMIS | EX-OFFICIO Trustee or director, Officer | 1 | $0 | $1,433,682 | $153,842 |
| MAUREEN A BRADLEY | EX-OFFICIO Trustee or director, Officer | 4 | $0 | $507,873 | $141,134 |
| LEWIS L LOW MD | Secretary Trustee or director, Officer | 0.5 | $0 | $87,055 | $5 |
| DAVID MERTENS | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| GABRIEL L GODDARD | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| RANDI L REITEN | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH J AVENA | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JILL A NELSON | Chairman Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GISEL E HILLNER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL E LEWELLEN | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| FRANK B PIACENTINI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ORLANDO L WILLIAMS | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE C GARCIA | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| TARI L KINATEDER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MAUREEN A BRADLEY | EX-OFFICIO Trustee or director, Officer | 4 | $0 | $419,150 |
| LEWIS L LOW MD | Secretary Trustee or director, Officer | 0.5 | $0 | $397,666 |
| DAVID MERTENS | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| GABRIEL L GODDARD | MEMBER Trustee or director | 1 | $0 | $0 |
| RANDI L REITEN | MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH J AVENA | MEMBER Trustee or director | 1 | $0 | $0 |
| JILL A NELSON | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| GISEL E HILLNER | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL E LEWELLEN | MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK B PIACENTINI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ORLANDO L WILLIAMS | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE C GARCIA | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1919 NW LOVEJOY ST, PORTLAND, OR 97209-1503
- In care of
- % SUZANNE B TAYLOR
- Principal officer (990 for 2024)
- KECIA M KELLY, 1919 NW LOVEJOY STREET, PORTLAND, OR 97209
- Signed the 990
- KECIA M KELLY, President
- Phone
- (503) 415-5600
- Website
- WWW.LEGACYHEALTH.ORG
Mission
Legacy Health Foundation (LHF) was incorporated on August 21, 2013. The mission of the foundation is to foster charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of Legacy Health and promote the health and well-being of the community. Legacy Health is the sole corporate member of LHF.
Program accomplishments
- At Legacy Health, we know that our legacy is something we create together every day. This is reflected in our mission of good health for our people, our patients, our communities and our world. We see it as our fundamental responsibility to improve the health and wellness of everyone we touch, empowering people to live healthier and better lives, and helping them create a legacy that truly lives on. Ours is a legacy of health and community, quality and innovation, respect and responsibility.Legacy Health was created in 1989 through the merger of HealthLink, a local four-hospital system, and Good Samaritan Hospital and Medical Center. Over the years Legacy has grown into the largest nonprofit, community-owned health system in the Portland/Vancouver area. Today, Legacy Health consists of an integrated network of six full-service hospitals and more than 50 clinics. The Legacy network provides acute and critical care, inpatient and outpatient treatment, urgent and primary care, and a variety of specialty services. At the heart of Legacys mission is our commitment to provide exceptional healthcare for all those in need. Legacy provides almost one-third of the charity care in the Portland area; more charity care relative to size than any of the leading health care organizations in the metropolitan area. The Legacy Health Foundation fosters charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of Legacy Health and promote the health and well-being of the community. Charitable gifts to Legacy Health Foundation support the programs and services of Legacy Health, many of which are not supported by traditional means of reimbursement. The Foundation also raises and stewards funds for Legacy Emanuel Medical Center, Legacy Meridian Park Medical Center, Legacy Mount Hood Medical Center, and the Unity Center for Behavioral Health. Philanthropic contributions supported programs in these major areas:Patient Care $7,521,541 Education and Training $ 415,756Research $ 150,342 Community Health & Other Programs $1,289,179 Some of the projects funded in this year included: Supported the expansion of services at the Unity Center for Behavioral Health, including the addition of sobering services. Provided medication assistance, durable medical equipment, and other health-related supplies to patients with limited insurance and financial resources. Provided food support to patients and families experiencing food insecurity. Supported complementary therapies for cancer patients, including nutrition education, exercise, art therapy and yoga classes. Supported injury prevention programs for the community, including child passenger safety, traffic safety, bike/sports helmets, elderly fall prevention, and burn injury prevention. Supported continuing education training and scholarships for Legacy Health employees. Purchased medical equipment for Legacy Emanuel Medical Center, Legacy Meridian Park Medical Center, and Legacy Mount Hood Medical Center. Supported construction of the new interfaith chapel at Legacy Emanuel Medical Center.Expenses $9,308,705 · grants $9,308,705 · revenue $11,901,439
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 46-5562403
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $56,083,827
- Income (IRS master file)
- $15,015,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $14,627,165 | $9,308,705 | $56,083,827 | XML |
| 990 | March 2024 | $11,391,637 | $4,823,688 | $50,737,876 | XML |
| 990 | March 2023 | $8,493,444 | $2,917,260 | $44,153,323 | XML |
| 990 | March 2022 | $3,519,078 | $2,731,249 | $38,597,809 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-5562403).
Questions about LEGACY HEALTH FOUNDATION
- What is the EIN of LEGACY HEALTH FOUNDATION?
- The employer identification number (EIN) of LEGACY HEALTH FOUNDATION is 46-5562403.
- Is LEGACY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LEGACY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of LEGACY HEALTH FOUNDATION?
- The 990 for the year ended March 31, 2025 names KECIA M KELLY.
- Who are the officers and directors of LEGACY HEALTH FOUNDATION?
- The 990 for the year ended March 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does LEGACY HEALTH FOUNDATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $14,627,165, expenses of $9,308,705 and total assets of $56,083,827 at year end.
Other nonprofits in PORTLAND
- HEALTH SHARE OF OREGON EIN 45-5093195 · last filed 990 for 2024
- CAREOREGON INC EIN 93-0933975 · last filed 990 for 2024
- LEGACY EMANUEL HOSPITAL & HEALTH CENTER EIN 93-0386823 · last filed 990 for 2025
- LEGACY GOOD SAMARITAN HOSPITAL AND MEDICAL CENTER PAYROLL DEPT EIN 93-0386793 · last filed 990 for 2025
- LEGACY HEALTH EIN 23-7426300 · last filed 990 for 2025
- HEALTH PLAN OF CAREOREGON INC EIN 46-3264330 · last filed 990 for 2024
- OCHIN INC EIN 20-0195556 · last filed 990 for 2025
- PROVIDENCE ST VINCENT MEDICAL FOUNDATION EIN 93-0575982 · last filed 990 for 2024