Skip to content
Nonprofiteer
← LEGACY VISITING NURSE ASSOCIATION

Form 990 for tax year 2023

Filed by LEGACY VISITING NURSE ASSOCIATION.

Totals

Total revenue
$10,836,558
Total expenses
$11,254,372
Contributions and grants received
$147,343
Grants paid
$0
Program services expenses (Part IX)
$9,090,237
Management and general expenses
$2,164,135
Fundraising expenses
$0
Program service expenses (Part III)
$9,090,237

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATHRYN CORREIA

    President & CEO

    Total calculated
    $3,861,658
    From this org
    $0
    From related orgs
    $3,542,650
    Other
    $319,008
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,942,056 related
    Bonus
    not reported
    Other
    not reported + $1,600,594 related
    Deferred
    not reported + $279,167 related
    Nontaxable benefits
    not reported + $39,841 related
    Filer's total
    not reported + $3,861,658 related

  • ALEXANDER GLADNEY

    Secretary

    Total calculated
    $2,453,502
    From this org
    $0
    From related orgs
    $2,426,601
    Other
    $26,901
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $444,286 related
    Bonus
    not reported + $75,000 related
    Other
    not reported + $1,907,315 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $26,901 related
    Filer's total
    not reported + $2,453,502 related

  • ANNA LOOMIS

    CFO & TREASURER

    Total calculated
    $1,587,524
    From this org
    $0
    From related orgs
    $1,433,682
    Other
    $153,842
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $990,808 related
    Bonus
    not reported + $274,008 related
    Other
    not reported + $168,866 related
    Deferred
    not reported + $115,581 related
    Nontaxable benefits
    not reported + $38,261 related
    Filer's total
    not reported + $1,587,524 related

  • JONATHAN E AVERY

    SR VP

    Total calculated
    $1,393,157
    From this org
    $0
    From related orgs
    $1,164,082
    Other
    $229,075
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $999,327 related
    Bonus
    not reported
    Other
    not reported + $164,755 related
    Deferred
    not reported + $185,143 related
    Nontaxable benefits
    not reported + $43,932 related
    Filer's total
    not reported + $1,393,157 related

  • ANITA N IYENGER

    SR VP

    Total calculated
    $1,075,451
    From this org
    $0
    From related orgs
    $895,176
    Other
    $180,275
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $749,300 related
    Bonus
    not reported
    Other
    not reported + $145,876 related
    Deferred
    not reported + $143,600 related
    Nontaxable benefits
    not reported + $36,675 related
    Filer's total
    not reported + $1,075,451 related

  • JOHN J KENAGY

    SR VP

    Total calculated
    $991,195
    From this org
    $0
    From related orgs
    $805,923
    Other
    $185,272
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $701,500 related
    Bonus
    not reported + $16,188 related
    Other
    not reported + $88,235 related
    Deferred
    not reported + $141,648 related
    Nontaxable benefits
    not reported + $43,624 related
    Filer's total
    not reported + $991,195 related

  • MELINDA J MULLER MD

    SR VP

    Total calculated
    $969,960
    From this org
    $0
    From related orgs
    $770,211
    Other
    $199,749
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $710,048 related
    Bonus
    not reported
    Other
    not reported + $60,163 related
    Deferred
    not reported + $153,532 related
    Nontaxable benefits
    not reported + $46,217 related
    Filer's total
    not reported + $969,960 related

  • SETH R PODOLSKY MD

    FORMER SR VP

    Total calculated
    $877,907
    From this org
    $0
    From related orgs
    $870,347
    Other
    $7,560
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $870,347 related
    Deferred
    not reported + $7,560 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $877,907 related

  • NATHALIE G JOHNSON MD

    BOARD DIRECTOR

    Total calculated
    $793,269
    From this org
    $0
    From related orgs
    $730,300
    Other
    $62,969
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $564,974 related
    Bonus
    not reported + $121,973 related
    Other
    not reported + $43,353 related
    Deferred
    not reported + $43,389 related
    Nontaxable benefits
    not reported + $19,580 related
    Filer's total
    not reported + $793,269 related

  • LISA J GOREN

    SR VP

    Total calculated
    $787,513
    From this org
    $0
    From related orgs
    $648,943
    Other
    $138,570
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $572,092 related
    Bonus
    not reported
    Other
    not reported + $76,851 related
    Deferred
    not reported + $97,816 related
    Nontaxable benefits
    not reported + $40,754 related
    Filer's total
    not reported + $787,513 related

  • KECIA M KELLY DNP

    SR VP

    Total calculated
    $746,920
    From this org
    $0
    From related orgs
    $618,146
    Other
    $128,774
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $559,268 related
    Bonus
    not reported + $41,510 related
    Other
    not reported + $17,368 related
    Deferred
    not reported + $81,582 related
    Nontaxable benefits
    not reported + $47,192 related
    Filer's total
    not reported + $746,920 related

  • BRONWYN J HOUSTON

    FORMER INTERIM PRESIDENT

    Total calculated
    $739,746
    From this org
    $0
    From related orgs
    $597,594
    Other
    $142,152
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $521,635 related
    Bonus
    not reported
    Other
    not reported + $75,959 related
    Deferred
    not reported + $104,424 related
    Nontaxable benefits
    not reported + $37,728 related
    Filer's total
    not reported + $739,746 related

  • JOE FRANKHOUSE MD

    BOARD DIRECTOR

    Total calculated
    $699,181
    From this org
    $0
    From related orgs
    $627,606
    Other
    $71,575
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $380,336 related
    Bonus
    not reported + $174,332 related
    Other
    not reported + $72,938 related
    Deferred
    not reported + $31,512 related
    Nontaxable benefits
    not reported + $40,063 related
    Filer's total
    not reported + $699,181 related

  • MAUREEN A BRADLEY

    SR VP

    Total calculated
    $649,007
    From this org
    $0
    From related orgs
    $507,873
    Other
    $141,134
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $445,300 related
    Bonus
    not reported
    Other
    not reported + $62,573 related
    Deferred
    not reported + $112,519 related
    Nontaxable benefits
    not reported + $28,615 related
    Filer's total
    not reported + $649,007 related

  • BRYCE R HELGERSON

    FORMER SR. VP

    Total calculated
    $616,816
    From this org
    $0
    From related orgs
    $535,912
    Other
    $80,904
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $535,912 related
    Deferred
    not reported + $80,904 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $616,816 related

  • JONATHAN G HILL MD

    BOARD DIRECTOR

    Total calculated
    $479,476
    From this org
    $0
    From related orgs
    $413,492
    Other
    $65,984
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $310,477 related
    Bonus
    not reported + $15,000 related
    Other
    not reported + $88,015 related
    Deferred
    not reported + $13,200 related
    Nontaxable benefits
    not reported + $52,784 related
    Filer's total
    not reported + $479,476 related

  • CRAIG R ARMSTRONG

    Secretary

    Total calculated
    $450,104
    From this org
    $0
    From related orgs
    $389,388
    Other
    $60,716
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $358,471 related
    Bonus
    not reported + $16,376 related
    Other
    not reported + $14,541 related
    Deferred
    not reported + $17,941 related
    Nontaxable benefits
    not reported + $42,775 related
    Filer's total
    not reported + $450,104 related

  • RUTH E MEDAK

    MEDICAL DIRECTOR

    Total calculated
    $372,384
    From this org
    $327,265
    From related orgs
    $0
    Other
    $45,119
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,157
    Bonus
    $15,571
    Other
    $39,537
    Deferred
    $20,225
    Nontaxable benefits
    $24,894
    Filer's total
    $372,384

  • MARK BOLLMAN

    PHYSICIAN

    Total calculated
    $350,422
    From this org
    $319,447
    From related orgs
    $0
    Other
    $30,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,730
    Bonus
    $11,714
    Other
    $46,003
    Deferred
    $17,520
    Nontaxable benefits
    $13,455
    Filer's total
    $350,422

  • DENISE D FALL

    FORMER PRESIDENT

    Total calculated
    $335,225
    From this org
    $0
    From related orgs
    $283,400
    Other
    $51,825
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $283,400 related
    Deferred
    not reported + $22,294 related
    Nontaxable benefits
    not reported + $29,531 related
    Filer's total
    not reported + $335,225 related

  • LESLIE ROOT MD

    BOARD DIRECTOR

    Total calculated
    $284,124
    From this org
    $0
    From related orgs
    $220,680
    Other
    $63,444
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $151,129 related
    Bonus
    not reported + $71,506 related
    Other
    not reported + -$1,955 related
    Deferred
    not reported + $36,881 related
    Nontaxable benefits
    not reported + $26,563 related
    Filer's total
    not reported + $284,124 related

  • CHLOE SHANLEY

    PHYSICIAN

    Total calculated
    $203,281
    From this org
    $162,449
    From related orgs
    $0
    Other
    $40,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,740
    Bonus
    $8,571
    Other
    $3,138
    Deferred
    $6,052
    Nontaxable benefits
    $34,780
    Filer's total
    $203,281

  • MEGAN L BLOCK

    MANAGER

    Total calculated
    $201,349
    From this org
    $185,531
    From related orgs
    $0
    Other
    $15,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,930
    Bonus
    $3,459
    Other
    $142
    Deferred
    $12,977
    Nontaxable benefits
    $2,841
    Filer's total
    $201,349

  • NOAH RIBNER RN

    RN

    Total calculated
    $167,225
    From this org
    $153,074
    From related orgs
    $0
    Other
    $14,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,548
    Bonus
    $2,920
    Other
    -$394
    Deferred
    $12,277
    Nontaxable benefits
    $1,874
    Filer's total
    $167,225

  • TRENT S GREEN

    FORMER SR. VP

    Total calculated
    $139,578
    From this org
    $0
    From related orgs
    $132,859
    Other
    $6,719
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $132,859 related
    Deferred
    not reported + $6,719 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $139,578 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

  • NANCY HORTON

    BOARD DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    3

  • 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
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    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 — 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 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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
18 February 2025
IRS schema version
2023v6.0
Source object
202540499349302204

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.