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Nonprofiteer
← LEGACY VISITING NURSE ASSOCIATION

Form 990 for tax year 2024

Filed by LEGACY VISITING NURSE ASSOCIATION.

Totals

Total revenue
$10,748,234
Total expenses
$11,641,342
Contributions and grants received
$121,909
Grants paid
$0
Program service revenue
$10,626,325
Investment income
$0
Other revenue
$0
Total assets, end of year
$7,215,153
Total liabilities, end of year
$1,869,431
Net assets or fund balances, end of year
$5,345,722
Program services expenses (Part IX)
$9,397,744
Management and general expenses
$2,243,598
Fundraising expenses
$0
Program service expenses (Part III)
$9,397,744

Program services were 80.7% 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
    $0
    From related orgs
    $2,705,141
    Other
    $79,606
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,942,060 related
    Bonus
    not reported + $242,757 related
    Other
    not reported + $520,324 related
    Deferred
    not reported + $34,873 related
    Nontaxable benefits
    not reported + $44,733 related
    Filer's total
    not reported + $2,784,747 related

  • GEORGE J BROWN MD

    President & CEO

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

    Schedule J breakdown matched by us

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

  • ANITA N IYENGER

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $777,403 related
    Bonus
    not reported + $394,130 related
    Other
    not reported + -$2,450 related
    Deferred
    not reported + $84,091 related
    Nontaxable benefits
    not reported + $36,381 related
    Filer's total
    not reported + $1,289,555 related

  • JONATHAN E AVERY

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $1,047,456 related
    Bonus
    not reported + $103,550 related
    Other
    not reported + -$566 related
    Deferred
    not reported + $80,710 related
    Nontaxable benefits
    not reported + $48,278 related
    Filer's total
    not reported + $1,279,428 related

  • MELINDA J MULLER MD

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $824,471 related
    Bonus
    not reported + $73,575 related
    Other
    not reported + $9,887 related
    Deferred
    not reported + $45,253 related
    Nontaxable benefits
    not reported + $50,949 related
    Filer's total
    not reported + $1,004,135 related

  • 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
    $0
    From related orgs
    $795,521
    Other
    $92,243
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $716,476 related
    Bonus
    not reported + $70,150 related
    Other
    not reported + $8,895 related
    Deferred
    not reported + $44,149 related
    Nontaxable benefits
    not reported + $48,094 related
    Filer's total
    not reported + $887,764 related

  • CRAIG R ARMSTRONG

    Secretary

    Total calculated
    $867,956
    From this org
    $0
    From related orgs
    $816,213
    Other
    $51,743
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $730,994 related
    Bonus
    not reported + $85,000 related
    Other
    not reported + $219 related
    Deferred
    not reported + $2,476 related
    Nontaxable benefits
    not reported + $49,267 related
    Filer's total
    not reported + $867,956 related

  • ANNA LOOMIS

    CFO & TREASURER

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

    Schedule J breakdown matched by us

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

  • LISA J GOREN

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $609,620 related
    Bonus
    not reported + $59,926 related
    Other
    not reported + -$3,999 related
    Deferred
    not reported + $41,050 related
    Nontaxable benefits
    not reported + $50,854 related
    Filer's total
    not reported + $757,451 related

  • KECIA M KELLY DNP

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $610,384 related
    Bonus
    not reported + $58,702 related
    Other
    not reported + -$10,705 related
    Deferred
    not reported + $25,062 related
    Nontaxable benefits
    not reported + $51,975 related
    Filer's total
    not reported + $735,418 related

  • KEVIN D O'BOYLE

    HOSPITAL PRESIDENT

    Total calculated
    $720,683
    From this org
    $0
    From related orgs
    $653,148
    Other
    $67,535
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $612,367 related
    Bonus
    not reported + $43,280 related
    Other
    not reported + -$2,499 related
    Deferred
    not reported + $17,250 related
    Nontaxable benefits
    not reported + $50,285 related
    Filer's total
    not reported + $720,683 related

  • MAUREEN A BRADLEY

    SR VP

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

    Schedule J breakdown matched by us

    Base
    not reported + $481,532 related
    Bonus
    not reported + $44,530 related
    Other
    not reported + $91,489 related
    Deferred
    not reported + $42,123 related
    Nontaxable benefits
    not reported + $33,044 related
    Filer's total
    not reported + $692,718 related

  • JOE 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

  • BRONWYN J HOUSTON

    FORMER INTERIM PRESIDENT

    Total calculated
    $677,735
    From this org
    $0
    From related orgs
    $571,833
    Other
    $105,902
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $523,652 related
    Bonus
    not reported + $39,274 related
    Other
    not reported + $8,907 related
    Deferred
    not reported + $63,992 related
    Nontaxable benefits
    not reported + $41,910 related
    Filer's total
    not reported + $677,735 related

  • SONJA O STEVES

    FORMER SR. VP

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

    Schedule J breakdown matched by us

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

  • KERRIN E GILLESPIE

    CFO

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

    Schedule J breakdown matched by us

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

  • SETH R PODOLSKY MD

    FORMER SR VP

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

    Schedule J breakdown matched by us

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

  • BRYCE R HELGERSON

    FORMER SR. VP

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

    Schedule J breakdown matched by us

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

  • RUTH E MEDAK

    MEDICAL DIRECTOR

    Total calculated
    $332,766
    From this org
    $298,386
    From related orgs
    $0
    Other
    $34,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,267
    Bonus
    $17,429
    Other
    -$1,310
    Deferred
    $19,905
    Nontaxable benefits
    $14,475
    Filer's total
    $332,766

  • TRENT S GREEN

    FORMER SR. VP

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

    Schedule J breakdown matched by us

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

  • MARK BOLLMAN

    PHYSICIAN

    Total calculated
    $299,619
    From this org
    $277,976
    From related orgs
    $0
    Other
    $21,643
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,211
    Bonus
    $13,286
    Other
    -$521
    Deferred
    $7,341
    Nontaxable benefits
    $14,302
    Filer's total
    $299,619

  • MEGAN L BLOCK

    MANAGER

    Total calculated
    $220,025
    From this org
    $201,385
    From related orgs
    $0
    Other
    $18,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,221
    Bonus
    not reported
    Other
    $164
    Deferred
    $16,098
    Nontaxable benefits
    $2,542
    Filer's total
    $220,025

  • CHLOE SHANLEY

    PHYSICIAN

    Total calculated
    $210,472
    From this org
    $165,257
    From related orgs
    $0
    Other
    $45,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,221
    Bonus
    $11,857
    Other
    -$6,821
    Deferred
    $7,757
    Nontaxable benefits
    $37,458
    Filer's total
    $210,472

  • NOAH RIBNER RN

    RN

    Total calculated
    $190,119
    From this org
    $174,408
    From related orgs
    $0
    Other
    $15,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,906
    Bonus
    not reported
    Other
    -$498
    Deferred
    $13,992
    Nontaxable benefits
    $1,719
    Filer's total
    $190,119

  • 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
    $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

  • 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
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    4

  • DAVID RAMUS

    VICE CHAIR

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

  • SAMIR DESAI MD

    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

  • PATRICK REITEN

    BOARD DIRECTOR

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

  • GAYLE GOSCHIE

    BOARD DIRECTOR

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

  • LYNN T GUST

    BOARD DIRECTOR

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

  • NASREEN ILIAS-KHAN MD

    BOARD DIRECTOR

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

  • JACK A FRIEDMAN

    BOARD DIRECTOR

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

  • LISA WYNN FREEDMAN

    BOARD DIRECTOR

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

  • JEFFREY BARBER

    BOARD DIRECTOR

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

  • EDGAR NAVAS

    BOARD DIRECTOR

    Total calculated
    $7,500
    From this org
    $0
    From related orgs
    $7,500
    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

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
  • 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 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 and 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 2024.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), 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

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
2024
Filed
17 February 2026
IRS schema version
2024v5.2
Source object
202600489349301020

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