LEGACY HEALTH Charity Report

Public IRS 990 nonprofit record

LEGACY HEALTH

EIN 23-7426300 · Health Care (E210)

What they do

Legacy Health (Legacy), Formed In 1970, is A Unique Health Care System Founded On The Tradition and Values of Community Health Care Organizations, The Healing Ministries of The Lutheran and Episcopal Churches and Community Physicians. This System of Health Care Providers is Dedicated to Caring, Compassion and Excellence. The Individual Strengths and Traditions That Each Provider Brings Enable Legacy, As A System, to Be of Greater Benefit to The Communities Legacy Serves In Its Common Mission. Legacy is The Largest Oregon-based, Nonprofit Health Care System In The State of Oregon and is One of The Largest Employers In The Portland Metropolitan Area. Legacy Provides An Integrated Network of Health Care Services, Including Acute and Critical Care, Inpatient and Outpatient Treatment, Primary and Specialty Physician Services, Hospice, Laboratory, Research, Education and A Variety of Specialty Services. Facilities Within The System Include Six Hospitals, Inpatient and Home Hospice Programs,

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $99.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders45 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.99%of revenue went to mission work99.1% of expenses · Program services

$96.83spent for every $100 of revenueRevenue covered expenses this year.

0.84%of revenue went to management and office costs0.9% of expenses

$5.00in assets for every $1 spent this yearSome assets cannot be spent right away.

0.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,784,747 for KATHRYN CORREIA (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$423,185,495

Mission workProgram services$406,208,36395.99% of revenue99.1% of expenses

ManagementOffice and general costs$3,550,5270.84% of revenue0.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$13,426,6053.17% of revenueShown in gray on the chart

Total expenses$409,758,89096.83% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 99.1% mission · 0.9% management · 0.0% fundraisingTotal expenses: 96.83% of revenue

2023Expense mix: 99.1% mission · 0.9% management · 0.0% fundraisingTotal expenses: 67.91% of revenue

2022Expense mix: 99.1% mission · 0.9% management · 0.0% fundraisingTotal expenses: 130.52% of revenue

2021Expense mix: 99.2% mission · 0.8% management · 0.0% fundraisingTotal expenses: 101.89% of revenue

2020Expense mix: 99.6% mission · 0.4% management · 0.0% fundraisingTotal expenses: 46.04% of revenue

2019Expense mix: 99.7% mission · 0.3% management · 0.0% fundraisingTotal expenses: 118.17% of revenue

2018Expense mix: 99.7% mission · 0.3% management · 0.0% fundraisingTotal expenses: 88.37% of revenue

2017Expense mix: 99.9% mission · 0.1% management · 0.0% fundraisingTotal expenses: 95.53% of revenue

Money in and money out

Revenue$423,185,495

Expenses$409,758,890

Annual surplus $13,426,605 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$406,208,363 · 99.1% of expenses

Management and office costs$3,550,527 · 0.9% of expenses

See all reported dollar amounts

Revenue$423,185,495

Expenses$409,758,890

Assets$2,048,100,894

Income$492,254,850

Contributions$1,841,642

Mission work (program services)$406,208,363

Grants given$20,746,270

Average grant$70,089

Management and general$3,550,527

Executive compensation (total)$9,858,783

Stocks and bonds$512,258,016

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KATHRYN CORREIAPRESIDENT & CEO · 40 hrs/week $2,784,747Base $2,705,141 · Other $79,606

GEORGE J BROWN MDPRESIDENT & CEO · 40 hrs/week $1,654,718Base $1,651,162 · Other $3,556

ANITA IYENGERSR VP · 40 hrs/week $1,289,555Base $1,169,083 · Other $120,472

JONATHAN AVERYSR VP · 40 hrs/week $1,279,428Base $1,150,440 · Other $128,988

MELINDA MULLER MDSR VP · 40 hrs/week $1,004,135Base $907,933 · Other $96,202

JOHN J KENAGYSR VP · 40 hrs/week $887,764Base $795,521 · Other $92,243

CRAIG R ARMSTRONGSECRETARY · 40 hrs/week $867,956Base $816,213 · Other $51,743

ANNA LOOMISCFO & TREASURER · 40 hrs/week $811,405Base $782,656 · Other $28,749

LISA GORENSR VP · 40 hrs/week $757,451Base $665,547 · Other $91,904

KECIA KELLYSR VP · 40 hrs/week $735,418Base $658,381 · Other $77,037

MAUREEN A BRADLEYSR VP · 40 hrs/week $692,718Base $617,551 · Other $75,167

AMY CHAUMETON MDASSOCIATE CMO · 40 hrs/week $644,778Base $596,021 · Other $48,757

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (45)

KATHRYN CORREIAPRESIDENT & CEO

GEORGE J BROWN MDPRESIDENT & CEO

ANITA IYENGERSR VP

JONATHAN AVERYSR VP

MELINDA MULLER MDSR VP

JOHN J KENAGYSR VP

CRAIG R ARMSTRONGSECRETARY

ANNA LOOMISCFO & TREASURER

LISA GORENSR VP

KECIA KELLYSR VP

MAUREEN A BRADLEYSR VP

AMY CHAUMETON MDASSOCIATE CMO

SONJA O STEVESFORMER SR. VP

MERRIN PERMUTVP

JENNIFER LETOURNEAUVP

NIKOLAUS KASHEY MDVP

GINGER SHARPVP

KERRIN E GILLESPIECFO

KELLEY AURANDVP

SARAH JENSENVP

LUDA KAMINSKARN

KAITLIN WALKERVP

SETH PODOLSKY MDFORMER SR. VP

BRYCE HELGERSONFORMER SR. VP

TRENT GREENFORMER SR. VP

JOSEPH FRANKHOUSE MDBOARD DIRECTOR

NATHALIE G JOHNSON MDBOARD DIRECTOR

NANCY HORTONBOARD DIRECTOR

NANCY R LOCKEBOARD DIRECTOR

CHARLES WILHOITECHAIRMAN

DAVID RAMUSVICE CHAIR

JERRY D PETTYBOARD DIRECTOR

PATRICK REITENBOARD DIRECTOR

SAMIR DESAI MDBOARD DIRECTOR

LYNN T GUSTBOARD DIRECTOR

GAYLE GOSCHIEBOARD DIRECTOR

JONATHAN G HILLFORMER DIRECTOR

JEFFREY BARBERBOARD DIRECTOR

JACK A FRIEDMANBOARD DIRECTOR

LISA WYNN FREEDMANBOARD DIRECTOR

NASREEN ILIAS-KHAN MDBOARD DIRECTOR

EDGAR NAVASBOARD DIRECTOR

LESLIE ROOT MDBOARD DIRECTOR

BISHOP LAURIE LARSON CAESARBOARD MEMBER

BISHOP DIANA AKIYAMABOARD MEMBER

About this charity

Recognized since: January 1993
Location: 1919 NW LOVEJOY STREET, PORTLAND, OR 97209
County: Multnomah
In care of: CAROLYN COGGINS
Primary officer: CAROLYN COGGINS, INTERIM CFO

How to reach them

WebsiteVisit the charity’s website Phone(503) 415-5600

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
NTEE classification: Health Care (E210)
IRS tax category: General Medical and Surgical Hospitals
Grant-giving organization: Yes