Form 990 for tax year 2022
Filed by LEGACY VISITING NURSE ASSOCIATION.
Totals
- Total revenue
- $11,020,647
- Total expenses
- $10,784,996
- Contributions and grants received
- $130,453
- Grants paid
- $0
- Program service revenue
- $10,890,194
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $8,682,034
- Total liabilities, end of year
- $2,025,391
- Net assets or fund balances, end of year
- $6,656,643
- Program services expenses (Part IX)
- $8,837,328
- Management and general expenses
- $1,947,668
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,837,328
Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$130,453
-
2a · Program service revenue: PATIENT PROGRAM REV
total $10,890,194 · related or exempt $10,890,194
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $6,275,877 · program services $5,414,340 · management and general $861,537
-
8 · Pension plan contributions
total $345,497 · program services $345,497
-
9 · Other employee benefits
total $817,626 · program services $817,626
-
10 · Payroll taxes
total $477,877 · program services $477,877
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $31,000 · management and general $31,000
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $13,804 · program services $1,604 · management and general $12,200
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $796,289 · program services $713,921 · management and general $82,368
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $142,368 · management and general $142,368
-
17 · Travel
total $169,872 · program services $162,880 · management and general $6,992
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $27,640 · management and general $27,640
-
24a · Other expenses: CONTRACT SERVICES
total $925,672 · program services $879,108 · management and general $46,564
-
24b · Other expenses: ADMINISTRATIVE SERVICES FEES
total $728,004 · management and general $728,004
-
24c · Other expenses: DUES AND FEES
total $28,907 · program services $19,912 · management and general $8,995
-
24d · Other expenses: BAD DEBTS
total $4,563 · program services $4,563
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$88 · end of year -$2,501,021
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,095,444 · end of year $1,135,349
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$103,244
-
10b · Land, buildings and equipment: accumulated depreciation
$103,244
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $7,652,221 · end of year $10,047,706
-
17 · Accounts payable and accrued expenses
beginning of year $2,302,758 · end of year $2,025,391
-
25 · Other liabilities
beginning of year $23,830
-
27 · Net assets without donor restrictions
beginning of year $6,420,989 · end of year $6,656,643
Mission and programs · 2022
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
Activities or mission (Part I)
Legacy Visiting Nurse Association provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an outpatient hospice program.
-
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 $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.
Expenses $8,837,328 · Revenue $10,890,194
As filed on the 2022 return.
Listed in Part VII
-
KATHRYN CORREIA
President & CEO
- Total calculated
- $2,185,623
- From this org
- $0
- From related orgs
- $2,141,270
- Other
- $44,353
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,847,531 related
- Bonus
- not reported
- Other
- not reported + $293,739 related
- Deferred
- not reported + -$617 related
- Nontaxable benefits
- not reported + $44,970 related
- Filer's total
- not reported + $2,185,623 related
-
SETH R PODOLSKY MD
SR VP
- Total calculated
- $1,392,231
- From this org
- $0
- From related orgs
- $1,360,271
- Other
- $31,960
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $644,050 related
- Bonus
- not reported + $30,000 related
- Other
- not reported + $686,221 related
- Deferred
- not reported + -$6,017 related
- Nontaxable benefits
- not reported + $37,977 related
- Filer's total
- not reported + $1,392,231 related
-
ANNA LOOMIS
CFO & TREASURER
- Total calculated
- $965,946
- From this org
- $0
- From related orgs
- $923,121
- Other
- $42,825
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $926,864 related
- Bonus
- not reported
- Other
- not reported + -$3,743 related
- Deferred
- not reported + $15,250 related
- Nontaxable benefits
- not reported + $27,575 related
- Filer's total
- not reported + $965,946 related
-
ALEXANDER GLADNEY
Secretary
- Total calculated
- $927,379
- From this org
- $0
- From related orgs
- $886,285
- Other
- $41,094
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $714,135 related
- Bonus
- not reported + $175,000 related
- Other
- not reported + -$2,850 related
- Deferred
- not reported + $8,862 related
- Nontaxable benefits
- not reported + $32,232 related
- Filer's total
- not reported + $927,379 related
-
BRYCE R HELGERSON
FORMER SR. VP
- Total calculated
- $858,561
- From this org
- $0
- From related orgs
- $937,453
- Other
- -$78,892
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $155,209 related
- Bonus
- not reported
- Other
- not reported + $782,244 related
- Deferred
- not reported + -$82,689 related
- Nontaxable benefits
- not reported + $3,797 related
- Filer's total
- not reported + $858,561 related
-
TRENT S GREEN
SR VP
- Total calculated
- $821,880
- From this org
- $0
- From related orgs
- $816,121
- Other
- $5,759
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $574,423 related
- Bonus
- not reported
- Other
- not reported + $241,698 related
- Deferred
- not reported + -$15,586 related
- Nontaxable benefits
- not reported + $21,345 related
- Filer's total
- not reported + $821,880 related
-
JOHN J KENAGY
SR VP
- Total calculated
- $753,381
- From this org
- $0
- From related orgs
- $733,933
- Other
- $19,448
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $667,187 related
- Bonus
- not reported + $29,679 related
- Other
- not reported + $37,067 related
- Deferred
- not reported + -$21,931 related
- Nontaxable benefits
- not reported + $41,379 related
- Filer's total
- not reported + $753,381 related
-
ANITA N IYENGER
SR VP
- Total calculated
- $685,700
- From this org
- $0
- From related orgs
- $676,998
- Other
- $8,702
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $681,904 related
- Bonus
- not reported
- Other
- not reported + -$4,906 related
- Deferred
- not reported + -$17,629 related
- Nontaxable benefits
- not reported + $26,331 related
- Filer's total
- not reported + $685,700 related
-
DENISE D FALL
FORMER PRESIDENT
- Total calculated
- $678,902
- From this org
- $0
- From related orgs
- $689,427
- Other
- -$10,525
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $53,077 related
- Bonus
- not reported
- Other
- not reported + $636,350 related
- Deferred
- not reported + -$12,746 related
- Nontaxable benefits
- not reported + $2,221 related
- Filer's total
- not reported + $678,902 related
-
BRONWYN J HOUSTON
PRESIDENT INTERIM
- Total calculated
- $627,548
- From this org
- $0
- From related orgs
- $586,761
- Other
- $40,787
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $516,463 related
- Bonus
- not reported + $62,216 related
- Other
- not reported + $8,082 related
- Deferred
- not reported + $3,291 related
- Nontaxable benefits
- not reported + $37,496 related
- Filer's total
- not reported + $627,548 related
-
KECIA M KELLY DNP
SR VP
- Total calculated
- $578,460
- From this org
- $0
- From related orgs
- $530,120
- Other
- $48,340
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $488,702 related
- Bonus
- not reported + $51,101 related
- Other
- not reported + -$9,683 related
- Deferred
- not reported + $11,907 related
- Nontaxable benefits
- not reported + $36,433 related
- Filer's total
- not reported + $578,460 related
-
MELINDA J MULLER MD
SR VP
- Total calculated
- $572,836
- From this org
- $0
- From related orgs
- $561,404
- Other
- $11,432
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $545,803 related
- Bonus
- not reported + $12,778 related
- Other
- not reported + $2,823 related
- Deferred
- not reported + -$28,952 related
- Nontaxable benefits
- not reported + $40,384 related
- Filer's total
- not reported + $572,836 related
-
LISA J GOREN
SR VP
- Total calculated
- $537,102
- From this org
- $0
- From related orgs
- $483,405
- Other
- $53,697
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $486,750 related
- Bonus
- not reported
- Other
- not reported + -$3,345 related
- Deferred
- not reported + $28,506 related
- Nontaxable benefits
- not reported + $25,191 related
- Filer's total
- not reported + $537,102 related
-
MAUREEN A BRADLEY
SR VP
- Total calculated
- $413,805
- From this org
- $0
- From related orgs
- $419,150
- Other
- -$5,345
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $411,327 related
- Bonus
- not reported
- Other
- not reported + $7,823 related
- Deferred
- not reported + -$24,803 related
- Nontaxable benefits
- not reported + $19,458 related
- Filer's total
- not reported + $413,805 related
-
JONATHAN G HILL MD
BOARD DIRECTOR
- Total calculated
- $397,458
- From this org
- $0
- From related orgs
- $346,381
- Other
- $51,077
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $309,301 related
- Bonus
- not reported + $25,000 related
- Other
- not reported + $12,080 related
- Deferred
- not reported + $12,200 related
- Nontaxable benefits
- not reported + $38,877 related
- Filer's total
- not reported + $397,458 related
-
ANNE T GREER
FORMER INT VP & SECRETARY
- Total calculated
- $368,122
- From this org
- $0
- From related orgs
- $372,488
- Other
- -$4,366
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $37,602 related
- Bonus
- not reported
- Other
- not reported + $334,886 related
- Deferred
- not reported + -$6,422 related
- Nontaxable benefits
- not reported + $2,056 related
- Filer's total
- not reported + $368,122 related
-
RUTH E MEDAK
MEDICAL DIRECTOR
- Total calculated
- $331,448
- From this org
- $298,836
- From related orgs
- $0
- Other
- $32,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,086
- Bonus
- $15,286
- Other
- $8,464
- Deferred
- $9,683
- Nontaxable benefits
- $22,929
- Filer's total
- $331,448
-
MARK BOLLMAN
PHYSICIAN
- Total calculated
- $315,610
- From this org
- $288,351
- From related orgs
- $0
- Other
- $27,259
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,069
- Bonus
- $16,143
- Other
- $22,139
- Deferred
- $14,455
- Nontaxable benefits
- $12,804
- Filer's total
- $315,610
-
LESLIE ROOT MD
BOARD DIRECTOR
- Total calculated
- $237,347
- From this org
- $0
- From related orgs
- $219,817
- Other
- $17,530
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $132,194 related
- Bonus
- not reported + $91,681 related
- Other
- not reported + -$4,058 related
- Deferred
- not reported + -$7,497 related
- Nontaxable benefits
- not reported + $25,027 related
- Filer's total
- not reported + $237,347 related
-
BONNIE L TROFITTER
RN
- Total calculated
- $186,998
- From this org
- $44,925
- From related orgs
- $104,607
- Other
- $37,466
- Hours/week
- 40 + 40 related
Schedule J breakdown matched by us
- Base
- $45,415 + $95,882 related
- Bonus
- $1,270 + $12,207 related
- Other
- -$1,760 + -$3,482 related
- Deferred
- $14,709
- Nontaxable benefits
- $7,588 + $15,169 related
- Filer's total
- $67,222 + $119,776 related
-
MEGAN L BLOCK
MANAGER
- Total calculated
- $165,497
- From this org
- $154,655
- From related orgs
- $0
- Other
- $10,842
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,326
- Bonus
- $10,231
- Other
- $98
- Deferred
- $10,046
- Nontaxable benefits
- $796
- Filer's total
- $165,497
-
LAURA LYON
NP
- Total calculated
- $161,860
- From this org
- $143,881
- From related orgs
- $0
- Other
- $17,979
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,737
- Bonus
- $2,000
- Other
- -$856
- Deferred
- $7,237
- Nontaxable benefits
- $10,742
- Filer's total
- $161,860
-
SONJA O STEVES
FORMER SR. VP
- Total calculated
- $78,004
- From this org
- $0
- From related orgs
- $143,920
- Other
- -$65,916
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $85,581 related
- Bonus
- not reported + $402 related
- Other
- not reported + $57,937 related
- Deferred
- not reported + -$75,295 related
- Nontaxable benefits
- not reported + $9,379 related
- Filer's total
- not reported + $78,004 related
-
CHARLES WILHOITE
Chairman
- Total calculated
- $45,000
- From this org
- $0
- From related orgs
- $45,000
- Other
- $0
- Hours/week
- 4
-
DAVID RAMUS
VICE CHAIR
- Total calculated
- $35,000
- From this org
- $0
- From related orgs
- $35,000
- Other
- $0
- Hours/week
- 4
-
GAYLE GOSCHIE
BOARD DIRECTOR
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 3
-
NANCY R LOCKE
BOARD DIRECTOR
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 3
-
LYNN T GUST
BOARD DIRECTOR
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 3
-
NASREEN ILIAS-KHAN MD
BOARD DIRECTOR
- Total calculated
- $22,500
- From this org
- $0
- From related orgs
- $22,500
- Other
- $0
- Hours/week
- 3
-
NANCY HORTON
BOARD DIRECTOR
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 3
-
SAMIR DESAI MD
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
JACK A FRIEDMAN
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
LISA WYNN FREEDMAN
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
JERRY D PETTY
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
JEFFREY BARBER
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
EDGAR NAVAS
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
PATRICK REITEN
BOARD DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 3
-
BISHOP DIANA AKIYAMA
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
BISHOP LAURIE LARSON CAESAR
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 7 · Other non-fixed payments
The filer's explanations (Part III)
- 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 2022, Dr. Hill received compensation related to his duties as Clinical VP while Dr. Root received compensation for medical services provided at Legacy Emanuel Hospital. There was no other reportable compensation received by any board member during 2022.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.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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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501(C)(3) · HEALTHCARE · OR
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LEGACY EMANUEL HOSPITAL & HEALTH CENTER
501(C)(3) · HOSPITAL · OR
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LEGACY GOOD SAMARITAN HOSPITAL & MEDICAL
501(C)(3) · HOSPITAL · OR
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501(C)(3) · HOSPITAL · OR
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LEGACY MOUNT HOOD MEDICAL CENTER
501(C)(3) · HOSPITAL · OR
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501(C)(3) · HOSPITAL · WA
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RANDALL CHILDRENS HOSPITAL FOUNDATION
501(C)(3) · CHARITABLE FOUNDATION · OR
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501(C)(3) · CHARITABLE FOUNDATION · OR
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SALMON CREEK HOSPITAL FOUNDATION
501(C)(3) · CHARITABLE FOUNDATION · WA
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501(C)(3) · CHARITABLE FOUNDATION · OR
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501(C)(3) · HOSPITAL · OR
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501(C)(3) · CHARITABLE FOUNDATION · OR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410469349302721
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