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← LEGACY HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by LEGACY HEALTH FOUNDATION.

Totals

Total revenue
$8,493,444
Total expenses
$2,917,260
Contributions and grants received
$10,417,320
Grants paid
$2,917,260
Program services expenses (Part IX)
$2,917,260
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,917,260

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MAUREEN A BRADLEY

    EX-OFFICIO

    Total calculated
    $413,805
    From this org
    $0
    From related orgs
    $419,150
    Other
    -$5,345
    Hours/week
    4 + 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

  • LEWIS L LOW MD

    Secretary

    Total calculated
    $389,115
    From this org
    $0
    From related orgs
    $397,666
    Other
    -$8,551
    Hours/week
    0.5 + 8 related

    Schedule J breakdown matched by us

    Base
    not reported + $18,176 related
    Bonus
    not reported
    Other
    not reported + $379,490 related
    Deferred
    not reported + -$10,953 related
    Nontaxable benefits
    not reported + $2,402 related
    Filer's total
    not reported + $389,115 related

  • DAVID MERTENS

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • GABRIEL L GODDARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RANDI L REITEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH J AVENA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JILL A NELSON

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • GISEL E HILLNER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL E LEWELLEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRANK B PIACENTINI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ORLANDO L WILLIAMS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE C GARCIA

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

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
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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 II, Compensation from Unrelated Organizations
Sch J, Part 1, Question 3 Regarding Compensation PracticesThe following describes the compensation practices of Legacy Health and its affiliates.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 value of 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 III, Additional Information
SCHEDULE J REPORTING OF TRUSTEE AND OFFICERS ON LEGACY AFFILIATE RETURNS. The Foundation Ex-Officio Trustees and Officers who are also Legacy employees have their compensation paid from Legacy Health. The compensation is reported for informational purposes on the Foundation return.

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

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
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202400469349300540

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