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Nonprofiteer
← SILVERTON HEALTH

Form 990 for tax year 2024

Filed by SILVERTON HEALTH.

Totals

Total revenue
$148,100,564
Total expenses
$154,039,983
Contributions and grants received
$597,063
Grants paid
$81,819
Program services expenses (Part IX)
$111,066,686
Management and general expenses
$42,973,297
Fundraising expenses
$0
Program service expenses (Part III)
$111,066,686

Program services were 72.1% 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
    $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
  • ANDREW NELSON DO

    ORTHO SURGEON

    Total calculated
    $994,979
    From this org
    $980,792
    From related orgs
    $0
    Other
    $14,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $662,950
    Bonus
    $318,671
    Other
    -$829
    Deferred
    not reported
    Nontaxable benefits
    $14,187
    Filer's total
    $994,979
  • 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 ARMSTRONG

    SR VP

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

    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
  • JOSEPH Z YODER

    HOSPITAL PRESIDENT

    Total calculated
    $727,508
    From this org
    $0
    From related orgs
    $652,216
    Other
    $75,292
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $614,565 related
    Bonus
    not reported + $33,469 related
    Other
    not reported + $4,182 related
    Deferred
    not reported + $28,833 related
    Nontaxable benefits
    not reported + $46,459 related
    Filer's total
    not reported + $727,508 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
  • CHRISTOPHER THOMING

    FORMER INTERIM PRESIDENT

    Total calculated
    $661,684
    From this org
    $0
    From related orgs
    $599,867
    Other
    $61,817
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $558,630 related
    Bonus
    not reported + $36,223 related
    Other
    not reported + $5,014 related
    Deferred
    not reported + $1,684 related
    Nontaxable benefits
    not reported + $60,133 related
    Filer's total
    not reported + $661,684 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
  • PAUL A BREWER MD

    ORTHO SURGEON

    Total calculated
    $599,787
    From this org
    $559,071
    From related orgs
    $0
    Other
    $40,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $434,695
    Bonus
    $128,205
    Other
    -$3,829
    Deferred
    $13,800
    Nontaxable benefits
    $26,916
    Filer's total
    $599,787
  • JOHN SAUER MD

    MEDICAL DIRECTOR

    Total calculated
    $595,583
    From this org
    $534,989
    From related orgs
    $0
    Other
    $60,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,476
    Bonus
    $172,141
    Other
    -$628
    Deferred
    $25,535
    Nontaxable benefits
    $35,059
    Filer's total
    $595,583
  • JOHN YANG MD

    HOSPITALIST

    Total calculated
    $489,043
    From this org
    $402,730
    From related orgs
    $0
    Other
    $86,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,732
    Bonus
    $26,000
    Other
    -$9,002
    Deferred
    $43,386
    Nontaxable benefits
    $42,927
    Filer's total
    $489,043
  • 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
  • AMY ZASTROW MD

    MEDICAL DIRECTOR

    Total calculated
    $477,704
    From this org
    $428,574
    From related orgs
    $0
    Other
    $49,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $398,103
    Bonus
    $33,642
    Other
    -$3,171
    Deferred
    $31,127
    Nontaxable benefits
    $18,003
    Filer's total
    $477,704
  • JOHN A GILLIAM MD

    FORMER DIRECTOR

    Total calculated
    $433,011
    From this org
    $336,851
    From related orgs
    $0
    Other
    $96,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,300
    Bonus
    $59,705
    Other
    -$8,154
    Deferred
    $58,560
    Nontaxable benefits
    $37,600
    Filer's total
    $433,011
  • JULIAN J USELMAN MD

    Chairman

    Total calculated
    $430,421
    From this org
    $405,706
    From related orgs
    $0
    Other
    $24,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,942
    Bonus
    $63,734
    Other
    $12,030
    Deferred
    not reported
    Nontaxable benefits
    $24,715
    Filer's total
    $430,421
  • KEITH HAUGEN MD

    FORMER DIRECTOR

    Total calculated
    $416,613
    From this org
    $364,412
    From related orgs
    $0
    Other
    $52,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,395
    Bonus
    $67,576
    Other
    -$559
    Deferred
    $9,900
    Nontaxable benefits
    $42,301
    Filer's total
    $416,613
  • 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
  • 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
  • KAREN M BRADY

    VP, CNO

    Total calculated
    $171,410
    From this org
    $151,606
    From related orgs
    $0
    Other
    $19,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,498
    Bonus
    not reported
    Other
    $1,108
    Deferred
    $8,132
    Nontaxable benefits
    $11,672
    Filer's total
    $171,410
  • BRIT GUCCINI

    VP

    Total calculated
    $145,757
    From this org
    $134,579
    From related orgs
    $0
    Other
    $11,178
    Hours/week
    40
  • DEVIN SALAZAR

    BOARD DIRECTOR

    Total calculated
    $141,387
    From this org
    $101,256
    From related orgs
    $0
    Other
    $40,131
    Hours/week
    40
  • JEFF HEMSTREET MD

    BOARD DIRECTOR

    Total calculated
    $15,450
    From this org
    $15,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • GAYLE GOSCHIE

    BOARD DIRECTOR

    Total calculated
    $12,500
    From this org
    $0
    From related orgs
    $12,500
    Other
    $0
    Hours/week
    2
  • JAMES JENSEN II MD

    BOARD DIRECTOR

    Total calculated
    $5,150
    From this org
    $5,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • ALFONSO HERRERA

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • JESSE CUOMO

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • DENISE CHUN MD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • CINDY JONES

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • SARAH DESANTIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • MIKE ULVEN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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 PracticesGayle Goschie received compensation for her service on the Legacy Board. Dr. Brown received compensation from Legacy as an independent contractor. In addition ,during 2024, Dr. Uselman and Dr. Salazar received compensation for medical services provided at Silverton Health. 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

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
202630489349301918

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