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Nonprofiteer
← LEGACY HEALTH

Form 990 for tax year 2024

Filed by LEGACY HEALTH.

Totals

Total revenue
$423,185,495
Total expenses
$409,758,890
Contributions and grants received
$1,841,642
Grants paid
$2,277,378
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$406,208,363
Management and general expenses
$3,550,527
Fundraising expenses
$0
Program service expenses (Part III)
$406,208,363

Program services were 99.1% 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
    $2,784,747
    From this org
    $2,705,141
    From related orgs
    $0
    Other
    $79,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,942,060
    Bonus
    $242,757
    Other
    $520,324
    Deferred
    $34,873
    Nontaxable benefits
    $44,733
    Filer's total
    $2,784,747

  • GEORGE J BROWN MD

    President & CEO

    Total calculated
    $1,654,718
    From this org
    $1,651,162
    From related orgs
    $0
    Other
    $3,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,350,574
    Bonus
    $200,000
    Other
    $100,588
    Deferred
    $3,556
    Nontaxable benefits
    not reported
    Filer's total
    $1,654,718

  • ANITA IYENGER

    SR VP

    Total calculated
    $1,289,555
    From this org
    $1,169,083
    From related orgs
    $0
    Other
    $120,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $777,403
    Bonus
    $394,130
    Other
    -$2,450
    Deferred
    $84,091
    Nontaxable benefits
    $36,381
    Filer's total
    $1,289,555

  • JONATHAN AVERY

    SR VP

    Total calculated
    $1,279,428
    From this org
    $1,150,440
    From related orgs
    $0
    Other
    $128,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,047,456
    Bonus
    $103,550
    Other
    -$566
    Deferred
    $80,710
    Nontaxable benefits
    $48,278
    Filer's total
    $1,279,428

  • MELINDA MULLER MD

    SR VP

    Total calculated
    $1,004,135
    From this org
    $907,933
    From related orgs
    $0
    Other
    $96,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $824,471
    Bonus
    $73,575
    Other
    $9,887
    Deferred
    $45,253
    Nontaxable benefits
    $50,949
    Filer's total
    $1,004,135

  • NATHALIE G JOHNSON MD

    BOARD DIRECTOR

    Total calculated
    $935,176
    From this org
    $0
    From related orgs
    $899,753
    Other
    $35,423
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $593,032 related
    Bonus
    not reported + $303,241 related
    Other
    not reported + $3,480 related
    Deferred
    not reported + $15,192 related
    Nontaxable benefits
    not reported + $20,231 related
    Filer's total
    not reported + $935,176 related

  • JOHN J KENAGY

    SR VP

    Total calculated
    $887,764
    From this org
    $795,521
    From related orgs
    $0
    Other
    $92,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $716,476
    Bonus
    $70,150
    Other
    $8,895
    Deferred
    $44,149
    Nontaxable benefits
    $48,094
    Filer's total
    $887,764

  • CRAIG R ARMSTRONG

    Secretary

    Total calculated
    $867,956
    From this org
    $816,213
    From related orgs
    $0
    Other
    $51,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $730,994
    Bonus
    $85,000
    Other
    $219
    Deferred
    $2,476
    Nontaxable benefits
    $49,267
    Filer's total
    $867,956

  • ANNA LOOMIS

    CFO & TREASURER

    Total calculated
    $811,405
    From this org
    $782,656
    From related orgs
    $0
    Other
    $28,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $537,323
    Bonus
    $247,702
    Other
    -$2,369
    Deferred
    not reported
    Nontaxable benefits
    $28,749
    Filer's total
    $811,405

  • LISA GOREN

    SR VP

    Total calculated
    $757,451
    From this org
    $665,547
    From related orgs
    $0
    Other
    $91,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $609,620
    Bonus
    $59,926
    Other
    -$3,999
    Deferred
    $41,050
    Nontaxable benefits
    $50,854
    Filer's total
    $757,451

  • KECIA KELLY

    SR VP

    Total calculated
    $735,418
    From this org
    $658,381
    From related orgs
    $0
    Other
    $77,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $610,384
    Bonus
    $58,702
    Other
    -$10,705
    Deferred
    $25,062
    Nontaxable benefits
    $51,975
    Filer's total
    $735,418

  • MAUREEN A BRADLEY

    SR VP

    Total calculated
    $692,718
    From this org
    $617,551
    From related orgs
    $0
    Other
    $75,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $481,532
    Bonus
    $44,530
    Other
    $91,489
    Deferred
    $42,123
    Nontaxable benefits
    $33,044
    Filer's total
    $692,718

  • JOSEPH FRANKHOUSE MD

    BOARD DIRECTOR

    Total calculated
    $686,049
    From this org
    $0
    From related orgs
    $608,435
    Other
    $77,614
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $478,633 related
    Bonus
    not reported + $128,419 related
    Other
    not reported + $1,383 related
    Deferred
    not reported + $33,978 related
    Nontaxable benefits
    not reported + $43,636 related
    Filer's total
    not reported + $686,049 related

  • AMY CHAUMETON MD

    ASSOCIATE CMO

    Total calculated
    $644,778
    From this org
    $596,021
    From related orgs
    $0
    Other
    $48,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $591,320
    Bonus
    not reported
    Other
    $4,701
    Deferred
    $18,030
    Nontaxable benefits
    $30,727
    Filer's total
    $644,778

  • SONJA O STEVES

    FORMER SR. VP

    Total calculated
    $614,791
    From this org
    $567,286
    From related orgs
    $0
    Other
    $47,505
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $567,286
    Deferred
    $47,505
    Nontaxable benefits
    not reported
    Filer's total
    $614,791

  • MERRIN PERMUT

    VP

    Total calculated
    $601,480
    From this org
    $529,133
    From related orgs
    $0
    Other
    $72,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $536,250
    Bonus
    not reported
    Other
    -$7,117
    Deferred
    $27,600
    Nontaxable benefits
    $44,747
    Filer's total
    $601,480

  • JENNIFER LETOURNEAU

    VP

    Total calculated
    $562,699
    From this org
    $476,419
    From related orgs
    $0
    Other
    $86,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $483,007
    Bonus
    not reported
    Other
    -$6,588
    Deferred
    $44,405
    Nontaxable benefits
    $41,875
    Filer's total
    $562,699

  • NIKOLAUS KASHEY MD

    VP

    Total calculated
    $546,255
    From this org
    $465,388
    From related orgs
    $0
    Other
    $80,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $464,924
    Bonus
    not reported
    Other
    $464
    Deferred
    $49,771
    Nontaxable benefits
    $31,096
    Filer's total
    $546,255

  • GINGER SHARP

    VP

    Total calculated
    $487,334
    From this org
    $443,466
    From related orgs
    $0
    Other
    $43,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,667
    Bonus
    not reported
    Other
    -$201
    Deferred
    $10,208
    Nontaxable benefits
    $33,660
    Filer's total
    $487,334

  • KERRIN E GILLESPIE

    CFO

    Total calculated
    $486,474
    From this org
    $486,474
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $486,474
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $486,474

  • KELLEY AURAND

    VP

    Total calculated
    $472,737
    From this org
    $406,508
    From related orgs
    $0
    Other
    $66,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,518
    Bonus
    not reported
    Other
    -$10
    Deferred
    $32,775
    Nontaxable benefits
    $33,454
    Filer's total
    $472,737

  • SARAH JENSEN

    VP

    Total calculated
    $445,633
    From this org
    $370,025
    From related orgs
    $0
    Other
    $75,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,376
    Bonus
    not reported
    Other
    -$6,351
    Deferred
    $41,214
    Nontaxable benefits
    $34,394
    Filer's total
    $445,633

  • LUDA KAMINSKA

    RN

    Total calculated
    $438,689
    From this org
    $415,541
    From related orgs
    $0
    Other
    $23,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,416
    Bonus
    $39,271
    Other
    -$2,146
    Deferred
    not reported
    Nontaxable benefits
    $23,148
    Filer's total
    $438,689

  • KAITLIN WALKER

    VP

    Total calculated
    $437,362
    From this org
    $403,951
    From related orgs
    $0
    Other
    $33,411
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,467
    Bonus
    not reported
    Other
    -$1,516
    Deferred
    $5,834
    Nontaxable benefits
    $27,577
    Filer's total
    $437,362

  • SETH PODOLSKY MD

    FORMER SR. VP

    Total calculated
    $347,995
    From this org
    $341,550
    From related orgs
    $0
    Other
    $6,445
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $341,550
    Deferred
    $6,445
    Nontaxable benefits
    not reported
    Filer's total
    $347,995

  • BRYCE HELGERSON

    FORMER SR. VP

    Total calculated
    $336,721
    From this org
    $336,721
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $336,721
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $336,721

  • TRENT GREEN

    FORMER SR. VP

    Total calculated
    $318,409
    From this org
    $314,730
    From related orgs
    $0
    Other
    $3,679
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $314,730
    Deferred
    $3,679
    Nontaxable benefits
    not reported
    Filer's total
    $318,409

  • LESLIE ROOT MD

    BOARD DIRECTOR

    Total calculated
    $52,080
    From this org
    $0
    From related orgs
    $52,079
    Other
    $1
    Hours/week
    3 + 40 related

  • NANCY HORTON

    BOARD DIRECTOR

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

  • NANCY R LOCKE

    BOARD DIRECTOR

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

  • JONATHAN G HILL

    FORMER DIRECTOR

    Total calculated
    $23,828
    From this org
    $0
    From related orgs
    $12,638
    Other
    $11,190
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $11,941 related
    Bonus
    not reported
    Other
    not reported + $697 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $11,190 related
    Filer's total
    not reported + $23,828 related

  • CHARLES WILHOITE

    Chairman

    Total calculated
    $22,500
    From this org
    $22,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • DAVID RAMUS

    VICE CHAIR

    Total calculated
    $17,500
    From this org
    $17,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • PATRICK REITEN

    BOARD DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JERRY D PETTY

    BOARD DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • SAMIR DESAI MD

    BOARD DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • GAYLE GOSCHIE

    BOARD DIRECTOR

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • LYNN T GUST

    BOARD DIRECTOR

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JEFFREY BARBER

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • EDGAR NAVAS

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • LISA WYNN FREEDMAN

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JACK A FRIEDMAN

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • NASREEN ILIAS-KHAN MD

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • BISHOP DIANA AKIYAMA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BISHOP LAURIE LARSON CAESAR

    BOARD MEMBER

    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

  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 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
  • 7 · Other non-fixed payments

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
Some executives belong to business clubs. Any expenses relating to the personal use of the club are paid directly to the club by the executive. Only business-related use is paid to the business club or reimbursed to the executive by Legacy. An allocation of personal use of dues is completed annually and added to the compensation of the executive.Legacy does periodically reimburse for some travel of companions. During 2024, no travel expenses for companions of Legacy Board Directors and executives were reimbursed. These transactions follow Legacys reimbursement policy requiring documentation and approval of the expenses, prior to reimbursement. These payments are taxable to the individuals and are reported on a W-2 for employees or a 1099 for Board Directors.In 2024, the contract CEO received a housing stipend as part of his compensation for services performed in his capacity as an officer of Legacy. This stipend was included in his total reportable compensation and was issued on Form 1099.
Part I, Line 5b: Explanation of organization compensation based on revenues of related organization
Physicians employed by Legacy affiliates are paid variable compensation based on quality, value, and production. Production is based upon the level of effort of services provided during the year measured by industry standard relative value units (RVU) and which generate revenue.
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 2024, 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 at Legacy Good Samaritan hospital. There was no other reportable compensation received by any board member during 2024.Executive compensation for Legacy is designed to recruit, retain and motivate qualified senior leaders responsible for ensuring Legacy Health serves its mission and patients every day, and for ensuring a safe, inclusive and equitable workplace for all Legacy employees. 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, and are accountable for the effective day-to-day operation of the system. 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),included in the Executive compensation and were reported as deferred compensation on the 2023 form 990.This is included on sch J Part II column F on the 2024 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
17 February 2026
IRS schema version
2024v5.2
Source object
202630489349301018

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