Nonprofit · EIN 93-0848530
LEGACY VISITING NURSE ASSOCIATION
Tax-exempt · TUALATIN, OR 97062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $10,748,234 | $11,641,342 | -$893,108 | $7,215,153 | $1,869,431 | $5,345,722 |
| March 31, 2024 | 990 | $10,836,558 | $11,254,372 | -$417,814 | $8,184,777 | $1,945,947 | $6,238,830 |
| March 31, 2023 | 990 | $11,020,647 | $10,784,996 | $235,651 | $8,682,034 | $2,025,391 | $6,656,643 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $121,909
- Program service revenue
- $10,626,325
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $6,823,974
- Salaries, compensation and benefits (total)
- $8,265,648
- Professional fundraising fees
- $0
- Occupancy
- $151,044
- Travel
- $189,859
- Program services (functional)
- $9,397,744
- Management and general (functional)
- $2,243,598
Balance sheet and other
- Total assets, start of year
- $8,184,777
- Total assets, end of year
- $7,215,153
- Total liabilities, end of year
- $1,869,431
- Net assets, end of year
- $5,345,722
- Net assets without donor restrictions
- $5,345,722
- Gross receipts
- $10,748,234
- Employees
- 0
- Volunteers
- 59
- Year formed
- 1983
- State of legal domicile
- OR
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 |
|---|---|---|---|---|---|
| KATHRYN CORREIA | President & CEO Trustee or director, Officer | 0 | $0 | $2,705,141 | $79,606 |
| GEORGE J BROWN MD | President & CEO Trustee or director, Officer | 0 | $0 | $1,651,162 | $3,556 |
| ANITA N IYENGER | SR VP | 0 | $0 | $1,169,083 | $120,472 |
| JONATHAN E AVERY | SR VP | 0 | $0 | $1,150,440 | $128,988 |
| MELINDA J MULLER MD | SR VP | 0 | $0 | $907,933 | $96,202 |
| NATHALIE G JOHNSON MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $899,753 | $35,423 |
| JOHN J KENAGY | SR VP | 0 | $0 | $795,521 | $92,243 |
| CRAIG R ARMSTRONG | Secretary Trustee or director, Officer | 3 | $0 | $816,213 | $51,743 |
| ANNA LOOMIS | CFO & TREASURER Trustee or director, Officer | 0 | $0 | $782,656 | $28,749 |
| LISA J GOREN | SR VP | 0 | $0 | $665,547 | $91,904 |
| KECIA M KELLY DNP | SR VP | 0 | $0 | $658,381 | $77,037 |
| KEVIN D O'BOYLE | HOSPITAL PRESIDENT | 0 | $0 | $653,148 | $67,535 |
| MAUREEN A BRADLEY | SR VP | 0 | $0 | $617,551 | $75,167 |
| JOE FRANKHOUSE MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $608,435 | $77,614 |
| BRONWYN J HOUSTON | FORMER INTERIM PRESIDENT | 0 | $0 | $571,833 | $105,902 |
28 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SONJA O STEVES | FORMER SR. VP | 0 | $0 | $567,286 | $47,505 |
| KERRIN E GILLESPIE | CFO Trustee or director, Officer | 0 | $0 | $486,474 | $0 |
| SETH R PODOLSKY MD | FORMER SR VP | 0 | $0 | $341,550 | $6,445 |
| BRYCE R HELGERSON | FORMER SR. VP | 0 | $0 | $336,721 | $0 |
| RUTH E MEDAK | MEDICAL DIRECTOR | 40 | $298,386 | $0 | $34,380 |
| TRENT S GREEN | FORMER SR. VP | 0 | $0 | $314,730 | $3,679 |
| MARK BOLLMAN | PHYSICIAN | 40 | $277,976 | $0 | $21,643 |
| MEGAN L BLOCK | MANAGER | 40 | $201,385 | $0 | $18,640 |
| CHLOE SHANLEY | PHYSICIAN | 40 | $165,257 | $0 | $45,215 |
| NOAH RIBNER RN | RN | 40 | $174,408 | $0 | $15,711 |
| LESLIE ROOT MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $52,079 | $1 |
| NANCY HORTON | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| NANCY R LOCKE | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| JONATHAN G HILL | FORMER DIRECTOR | 0 | $0 | $12,638 | $11,190 |
| CHARLES WILHOITE | Chairman Trustee or director, Officer | 4 | $0 | $22,500 | $0 |
| DAVID RAMUS | VICE CHAIR Trustee or director, Officer | 4 | $0 | $17,500 | $0 |
| SAMIR DESAI MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JERRY D PETTY | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| PATRICK REITEN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| GAYLE GOSCHIE | BOARD DIRECTOR Trustee or director | 3 | $0 | $12,500 | $0 |
| LYNN T GUST | BOARD DIRECTOR Trustee or director | 3 | $0 | $12,500 | $0 |
| NASREEN ILIAS-KHAN MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $7,500 | $0 |
| JACK A FRIEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $7,500 | $0 |
| LISA WYNN FREEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $7,500 | $0 |
| JEFFREY BARBER | BOARD DIRECTOR Trustee or director | 3 | $0 | $7,500 | $0 |
| EDGAR NAVAS | BOARD DIRECTOR Trustee or director | 3 | $0 | $7,500 | $0 |
| BISHOP DIANA AKIYAMA | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BISHOP LAURIE LARSON CAESAR | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 41 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHRYN CORREIA | President & CEO Trustee or director, Officer | 0 | $0 | $3,542,650 | $319,008 |
| ALEXANDER GLADNEY | Secretary Trustee or director, Officer | 0 | $0 | $2,426,601 | $26,901 |
| ANNA LOOMIS | CFO & TREASURER Trustee or director, Officer | 0 | $0 | $1,433,682 | $153,842 |
| JONATHAN E AVERY | SR VP | 0 | $0 | $1,164,082 | $229,075 |
| ANITA N IYENGER | SR VP | 0 | $0 | $895,176 | $180,275 |
| JOHN J KENAGY | SR VP | 0 | $0 | $805,923 | $185,272 |
| MELINDA J MULLER MD | SR VP | 0 | $0 | $770,211 | $199,749 |
| SETH R PODOLSKY MD | FORMER SR VP | 0 | $0 | $870,347 | $7,560 |
| NATHALIE G JOHNSON MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $730,300 | $62,969 |
| LISA J GOREN | SR VP | 0 | $0 | $648,943 | $138,570 |
| KECIA M KELLY DNP | SR VP | 0 | $0 | $618,146 | $128,774 |
| BRONWYN J HOUSTON | FORMER INTERIM PRESIDENT | 0 | $0 | $597,594 | $142,152 |
| JOE FRANKHOUSE MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $627,606 | $71,575 |
| MAUREEN A BRADLEY | SR VP | 0 | $0 | $507,873 | $141,134 |
| BRYCE R HELGERSON | FORMER SR. VP | 0 | $0 | $535,912 | $80,904 |
| JONATHAN G HILL MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $413,492 | $65,984 |
| CRAIG R ARMSTRONG | Secretary Trustee or director, Officer | 3 | $0 | $389,388 | $60,716 |
| RUTH E MEDAK | MEDICAL DIRECTOR | 40 | $327,265 | $0 | $45,119 |
| MARK BOLLMAN | PHYSICIAN | 40 | $319,447 | $0 | $30,975 |
| DENISE D FALL | FORMER PRESIDENT | 0 | $0 | $283,400 | $51,825 |
| LESLIE ROOT MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $220,680 | $63,444 |
| CHLOE SHANLEY | PHYSICIAN | 40 | $162,449 | $0 | $40,832 |
| MEGAN L BLOCK | MANAGER | 40 | $185,531 | $0 | $15,818 |
| NOAH RIBNER RN | RN | 40 | $153,074 | $0 | $14,151 |
| TRENT S GREEN | FORMER SR. VP | 0 | $0 | $132,859 | $6,719 |
| CHARLES WILHOITE | Chairman Trustee or director, Officer | 4 | $0 | $45,000 | $0 |
| DAVID RAMUS | VICE CHAIR Trustee or director, Officer | 4 | $0 | $35,000 | $0 |
| NANCY HORTON | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| GAYLE GOSCHIE | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| NANCY R LOCKE | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| LYNN T GUST | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| NASREEN ILIAS-KHAN MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| SAMIR DESAI MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JACK A FRIEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| LISA WYNN FREEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JERRY D PETTY | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JEFFREY BARBER | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| EDGAR NAVAS | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| PATRICK REITEN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| BISHOP DIANA AKIYAMA | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BISHOP LAURIE LARSON CAESAR | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 39 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHRYN CORREIA | President & CEO Trustee or director, Officer | 0 | $0 | $2,141,270 | $44,353 |
| SETH R PODOLSKY MD | SR VP | 0 | $0 | $1,360,271 | $31,960 |
| ANNA LOOMIS | CFO & TREASURER Trustee or director, Officer | 0 | $0 | $923,121 | $42,825 |
| ALEXANDER GLADNEY | Secretary Trustee or director, Officer | 0 | $0 | $886,285 | $41,094 |
| BRYCE R HELGERSON | FORMER SR. VP | 0 | $0 | $937,453 | -$78,892 |
| TRENT S GREEN | SR VP | 0 | $0 | $816,121 | $5,759 |
| JOHN J KENAGY | SR VP | 0 | $0 | $733,933 | $19,448 |
| ANITA N IYENGER | SR VP | 0 | $0 | $676,998 | $8,702 |
| DENISE D FALL | FORMER PRESIDENT | 0 | $0 | $689,427 | -$10,525 |
| BRONWYN J HOUSTON | PRESIDENT INTERIM | 0 | $0 | $586,761 | $40,787 |
| KECIA M KELLY DNP | SR VP | 0 | $0 | $530,120 | $48,340 |
| MELINDA J MULLER MD | SR VP | 0 | $0 | $561,404 | $11,432 |
| LISA J GOREN | SR VP | 0 | $0 | $483,405 | $53,697 |
| MAUREEN A BRADLEY | SR VP | 0 | $0 | $419,150 | -$5,345 |
| JONATHAN G HILL MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $346,381 | $51,077 |
| ANNE T GREER | FORMER INT VP & SECRETARY | 0 | $0 | $372,488 | -$4,366 |
| RUTH E MEDAK | MEDICAL DIRECTOR | 40 | $298,836 | $0 | $32,612 |
| MARK BOLLMAN | PHYSICIAN | 40 | $288,351 | $0 | $27,259 |
| LESLIE ROOT MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $219,817 | $17,530 |
| BONNIE L TROFITTER | RN | 40 | $44,925 | $104,607 | $37,466 |
| MEGAN L BLOCK | MANAGER | 40 | $154,655 | $0 | $10,842 |
| LAURA LYON | NP | 40 | $143,881 | $0 | $17,979 |
| SONJA O STEVES | FORMER SR. VP | 0 | $0 | $143,920 | -$65,916 |
| CHARLES WILHOITE | Chairman Trustee or director, Officer | 4 | $0 | $45,000 | $0 |
| DAVID RAMUS | VICE CHAIR Trustee or director, Officer | 4 | $0 | $35,000 | $0 |
| GAYLE GOSCHIE | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| NANCY R LOCKE | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| LYNN T GUST | BOARD DIRECTOR Trustee or director | 3 | $0 | $25,000 | $0 |
| NASREEN ILIAS-KHAN MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $22,500 | $0 |
| NANCY HORTON | BOARD DIRECTOR Trustee or director | 3 | $0 | $20,000 | $0 |
| SAMIR DESAI MD | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JACK A FRIEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| LISA WYNN FREEDMAN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JERRY D PETTY | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| JEFFREY BARBER | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| EDGAR NAVAS | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| PATRICK REITEN | BOARD DIRECTOR Trustee or director | 3 | $0 | $15,000 | $0 |
| BISHOP DIANA AKIYAMA | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BISHOP LAURIE LARSON CAESAR | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6475 SW BORLAND RD STE J, TUALATIN, OR 97062-9708
- Principal officer (990 for 2024)
- GEORGE J BROWN
- Signed the 990
- CAROLYN COGGINS, INTERIM CFO
- Phone
- (503) 415-5600
- Website
- WWW.LEGACYHEALTH.ORG
Mission
Legacy Visiting Nurse Association (LVNA) provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an outpatient hospice program. The home hospice program serves the greater Portland metropolitan area and communities throughout the Willamette Valley. LVNA is part of the Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking and actions Leadership - Serve as a role model of good health and good citizenship
Program accomplishments
- LVNA strives to provide compassionate, competent care for hospice patients and their families and friends. LVNA serves those who are experiencing severe pain, intractable nausea, seizures, depression, respiratory distress, or other conditions that the patient's family is unable to cope with. LVNA's round-the-clock medical care emphasizes symptom management and support for the whole person.Bereavement follow-up is an important part of Hospice care. On the death of a patient, our bereavement counselors provide family members and friends with both written resources and emotional support. Grief support groups and classes are offered free of charge. Due to the pandemic, all grief support groups and classes are offered as virtually or by phone. In support of its mission, LVNA voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured.LVNA is part of Legacy, which collectively provided over $62 million, $261 million, $319 million, and $18 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2025. In addition, Legacy provided over $39 million in other community benefit activities during fiscal year 2025.Expenses $9,397,744 · revenue $10,626,325
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
- 93-0848530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E032)
- Assets (IRS master file)
- $7,215,153
- Income (IRS master file)
- $10,748,234
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $10,748,234 | $11,641,342 | $7,215,153 | XML |
| 990 | March 2024 | $10,836,558 | $11,254,372 | $8,184,777 | XML |
| 990 | March 2023 | $11,020,647 | $10,784,996 | $8,682,034 | XML |
| 990 | March 2022 | $10,266,388 | $10,615,466 | $8,747,577 | 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 93-0848530).
Questions about LEGACY VISITING NURSE ASSOCIATION
- What is the EIN of LEGACY VISITING NURSE ASSOCIATION?
- The employer identification number (EIN) of LEGACY VISITING NURSE ASSOCIATION is 93-0848530.
- Is LEGACY VISITING NURSE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LEGACY VISITING NURSE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY VISITING NURSE ASSOCIATION 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 VISITING NURSE ASSOCIATION 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 VISITING NURSE ASSOCIATION 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 VISITING NURSE ASSOCIATION?
- The 990 for the year ended March 31, 2025 names GEORGE J BROWN.
- Who are the officers and directors of LEGACY VISITING NURSE ASSOCIATION?
- The 990 for the year ended March 31, 2025 lists 43 people; 5 received compensation from the organization.
- How much revenue does LEGACY VISITING NURSE ASSOCIATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $10,748,234, expenses of $11,641,342 and total assets of $7,215,153 at year end.
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