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← LEGACY GOOD SAMARITAN HOSPITAL AND MEDICAL CENTER PAYROLL DEPT

Form 990 for tax year 2022

Filed by LEGACY GOOD SAMARITAN HOSPITAL AND MEDICAL CENTER PAYROLL DEPT.

Totals

Total revenue
$470,281,093
Total expenses
$480,713,407
Contributions and grants received
$2,476,843
Grants paid
$536,912
Program services expenses (Part IX)
$380,238,076
Management and general expenses
$100,475,331
Fundraising expenses
$0
Program service expenses (Part III)
$380,238,076

Program services were 79.1% 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
    $2,185,623
    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

    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 + 40 related

    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

  • SIRICHAI PASADHIKA MD

    OPHTHALMOLOGIST

    Total calculated
    $840,081
    From this org
    $804,414
    From related orgs
    $0
    Other
    $35,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $555,768
    Bonus
    $197,453
    Other
    $51,193
    Deferred
    -$166
    Nontaxable benefits
    $35,833
    Filer's total
    $840,081

  • 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

  • JONATHAN E AVERY

    FORMER HOSPITAL PRESIDENT

    Total calculated
    $787,914
    From this org
    $0
    From related orgs
    $738,221
    Other
    $49,693
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $653,354 related
    Bonus
    not reported + $61,145 related
    Other
    not reported + $23,722 related
    Deferred
    not reported + $7,161 related
    Nontaxable benefits
    not reported + $42,532 related
    Filer's total
    not reported + $787,914 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
    $689,427
    From related orgs
    $0
    Other
    -$10,525
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $53,077
    Bonus
    not reported
    Other
    $636,350
    Deferred
    -$12,746
    Nontaxable benefits
    $2,221
    Filer's total
    $678,902

  • BRONWYN J HOUSTON

    PRESIDENT INTERIM

    Total calculated
    $627,550
    From this org
    $547,170
    From related orgs
    $39,593
    Other
    $40,787
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $477,545 + $38,919 related
    Bonus
    $62,216
    Other
    $7,409 + $674 related
    Deferred
    not reported + $3,291 related
    Nontaxable benefits
    $32,721 + $4,775 related
    Filer's total
    $579,891 + $47,659 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

  • VALERIE J HALPIN MD

    MEDICAL DIRECTOR

    Total calculated
    $556,956
    From this org
    $542,451
    From related orgs
    $0
    Other
    $14,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,438
    Bonus
    $114,857
    Other
    $25,156
    Deferred
    -$432
    Nontaxable benefits
    $14,937
    Filer's total
    $556,956

  • 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

  • ARISTOMENIS THANOS MD

    OPHTHALMOLOGIST

    Total calculated
    $527,426
    From this org
    $509,069
    From related orgs
    $0
    Other
    $18,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,314
    Bonus
    $97,965
    Other
    $1,790
    Deferred
    $15,250
    Nontaxable benefits
    $3,107
    Filer's total
    $527,426

  • VIKEN DOUZDJIAN MD

    MEDICAL DIRECTOR

    Total calculated
    $498,197
    From this org
    $618,848
    From related orgs
    $0
    Other
    -$120,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $599,997
    Bonus
    $20,000
    Other
    -$1,149
    Deferred
    -$157,829
    Nontaxable benefits
    $37,178
    Filer's total
    $498,197

  • ERIC L JONES MD

    OPHTHALMOLOGIST

    Total calculated
    $449,368
    From this org
    $479,850
    From related orgs
    $0
    Other
    -$30,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $181,785
    Other
    -$1,935
    Deferred
    -$64,626
    Nontaxable benefits
    $34,144
    Filer's total
    $449,368

  • 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

  • DANIEL M BISSELL

    VP CMO

    Total calculated
    $401,213
    From this org
    $371,123
    From related orgs
    $0
    Other
    $30,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,767
    Bonus
    $30,000
    Other
    -$644
    Deferred
    $7,625
    Nontaxable benefits
    $22,465
    Filer's total
    $401,213

  • JONATHAN HILL MD

    BOARD DIRECTOR

    Total calculated
    $397,458
    From this org
    $0
    From related orgs
    $346,381
    Other
    $51,077
    Hours/week
    4 + 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 + 40 related

    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

  • KATHRYN S ROGERS

    VP CNO

    Total calculated
    $363,871
    From this org
    $320,050
    From related orgs
    $0
    Other
    $43,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,255
    Bonus
    not reported
    Other
    $10,795
    Deferred
    $16,589
    Nontaxable benefits
    $27,232
    Filer's total
    $363,871

  • LESLIE ROOT MD

    BOARD DIRECTOR

    Total calculated
    $237,347
    From this org
    $0
    From related orgs
    $219,817
    Other
    $17,530
    Hours/week
    4 + 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

  • 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 + 40 related

    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

  • 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

  • JERRY D PETTY

    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

  • 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
  • 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 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 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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202400469349303055

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