Civic Intelligence

Legacy Adventist Venture

990 • Fiscal year 2012 • EIN 93-1121816

Apr 01, 2011 to Mar 31, 2012 • Filed on Feb 13, 2013

Organization ProfileN/A
1919 NW Lovejoy Street97209
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

1.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

1st percentile

-85%

Faster asset growth than 1% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$165,411

Down $940,021 (-85%) from 2011

Net Assets

Flat

$0

Flat from 2011

Liabilities

Down

$165,411

Down $940,021 (-85%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,650,489

Down $2,203,245 (-45%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $599,904Liabilities 2010: $599,904Net Assets 2010: $02010Assets 2011: $1,105,432Liabilities 2011: $1,105,432Net Assets 2011: $02011Assets 2012: $165,411Liabilities 2012: $165,411Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $55,901Liabilities 2014: $55,901Net Assets 2014: $02014Assets 2015: $144,246Liabilities 2015: $144,246Net Assets 2015: $02015Assets 2016: $117,141Liabilities 2016: $117,141Net Assets 2016: $02016Assets 2017: $789Liabilities 2017: $789Net Assets 2017: $02017Assets 2018: $125,156Liabilities 2018: $125,156Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2012

Assets$165,411
Liabilities$165,411
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,937,9692010Expenses 2011: $4,853,7342011Expenses 2012: $2,650,4892012Revenue 2013: $566,372Expenses 2013: $535,574Net Income 2013: $30,7982013Revenue 2014: $301,147Expenses 2014: $245,950Net Income 2014: $55,1972014Revenue 2015: $1,097,423Expenses 2015: $1,009,058Net Income 2015: $88,3652015Revenue 2016: $1,176,633Expenses 2016: $1,203,681Net Income 2016: -$27,0482016Revenue 2017: $753,272Expenses 2017: $869,623Net Income 2017: -$116,3512017Revenue 2018: $313,823Expenses 2018: $189,456Net Income 2018: $124,3672018Revenue 2019: $2Expenses 2019: $125,158Net Income 2019: -$125,1562019

Highlighted filing

2012

Revenue-
Expenses$2,650,489
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Feb 13, 2013
Return Version
2011v1.5
Gross Receipts
$1,710,507
Mission and Program Overview

Mission

The legacy adventist venture coordinates behavioral health services contracts including mental health, chemical dependency and inpatient services to those whose care would otherwise be provided in state sponsored programs.

Filing and Contact Details

Filer

EIN
93-1121816
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IRS990ScheduleA/GeneralExplanation0Previously, the State of Oregon Contract for behavioral health services were reported by affiliated entities providing the services. Beginning in fiscal year 2009 this activity was reported gross on the Legacy Adventist Venture return.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0CH J, PART 1, QUESTION 6 REGARDING PAYMENT OR ACCRUAL OF COMPENSATION CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATIONLegacy has an at-risk incentive compensation plan for management. The plan is based on Legacy's 5 pillars: People, Service, Quality, Finance, & Growth. In order to payout any at-risk incentive compensation Legacy must exceed operating margin targets. Adventist Health has an incentive plan included as part of the board-approved compensation plan for hospital executives. The hospital has a similar plan for department directors. The purpose of these plans is to provide incentives to hospital management to accomplish the financial, operational, quality and mission objectives of the hospital during each fiscal year. Each member of the management team is evaluated against pre-determined objectives to arrive at the incentive amount, if any, for the fiscal year. The hospital must achieve a specific financial goal before any incentives can be earned.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1Question 4(a) - The following individuals listed on Form 990, Part VII, Section A received severance payments.Pamela Vukovich $ 403,942For Legacy Health Question 4(b) - The following individuals participate in, or received payment from, a supplemental nonqualified retirement plan described above: P. Campbell Groner III $ 92,738Pamela S. Vukovich $ 977,138Anthony J. Melaragno, MD $ 0Robert J. Pallari $6,320,533Scott H. Johnson $ 16,029Lori J. Morgan, MD $ 22,855FOR PORTLAND ADVENTIST MEDICAL CENTER PART 1 LINE 4 - RECEIVED SEVERANCE, SUPPLEMENTAL NQ RETIREMENT, EQUITY-BASED COMPENSATIONDeryl Jones $1,782,626Mark Perry CAA $ 46,464Thomas Russell $ 53,610 Adventist Health West's flexible benefits plan(CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an amount equivalent to 41 percent of their base compensation less the value of their corporate provided benefits, from which to select various benefits. A portion may be set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed.The Supplemental Executive Retirement Plan (SERP) is a defined contribution plan designed to encourage the participants continued employment with Adventist Health and is subject to the participants satisfying specified substantial risks of forfeiture. The SERP benefit distribution occurs when the executive achieves 30 years of Adventist health care service, 20 of which are to be as an executive and at least 10 are to be with Adventist Health System/West and reaches age 60. Until that time, the SERP benefit is at risk to the creditors of Adventist Health. The SERP benefit is designed to help the executive receive employer-provided retirment benefit income equal to 60% of pre-retirement income. This goal is below the market median for executive retirement plans in the not-for-profit health care industry.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Sch J, Part I, Line 6b
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IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1Part I, Line 4: Participated or recieved pay from an equity based compensation arrangement
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0V MARK PERRY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1THOMAS RUSSELL
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2SCOTT H JOHNSON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3ROBERT J PALLARI
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4PAMELA S VUKOVICH
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5P CAMPBELL GRONER III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson6LORI J MORGAN MD
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson7DERYL JONES
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson8ANTHONY J MELARAGNO MD
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IRS990ScheduleO/GeneralExplanation/Explanation0No documents available to the public.
IRS990ScheduleO/GeneralExplanation/Explanation1The following describes the conflict of interest procedures within the Bylaws of the Legacy Adventist Venture. A conflict of interest transaction is a transaction with Legacy Adventist Venture in which a Director has a direct or indirect interest. The employment by, or membership on the Board of Directors of, a member of Legacy Adventist Venture shall not be deemed to be a conflict of interest transaction for any purpose, including all purposes relevant to this Section. A conflict of interest transaction is not voidable by Legacy Adventist Venture solely because of the Director's interest in the transaction if the transaction the authority of the Board of Directors over such transaction, after disclosure to the Board of Directors or the committee of the material facts of the transaction and the Director's interest.(b) For the purposes of this section, a Director has an indirect interest in atransaction if (1) another entity in which the Director has a material interest or in which the Director is a general partner is a party to the transaction, or (2) the Director is a director, officer, or trustee of another entity which is not described in the last sentence of this paragraph and is a party to the transaction, and the transaction is or should be considered by the Board of Directors. A Director does not have a direct or indirect interest in a transaction solely by serving as the director, officer, or trustee of an entity which substantially controls, is under substantially common control with, is wholly owned by or is substantially controlledby Legacy Adventist Venture.(c) For purposes of this section, a conflict of interest transaction isauthorized, approved, or ratified if it receives the affirmative vote of a majority of the Directors on the Board of Directors, or on the committee, who have no direct or indirect interest in the transaction. A transaction may not be authorized, approved, or ratified under this section by a single Director. Notwithstanding any provision of these Bylaws to the contrary, if a majority of the Directors who have no direct or indirect interest in the transaction vote to authorize, approve, or ratify the transaction, a quorum is present for the purpose of taking action under this section. The presence of, or a vote cast by, a Director with a direct or indirect interest- in the transaction does not affect the validity of any actiontaken under this section if the transaction is otherwise authorized, approved or ratified as provided in this section.
IRS990ScheduleO/GeneralExplanation/Explanation2All Legacy Adventist Venture Board Members received copies of the Form 990 prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation3Legacy Health and Adventist Health West are the sole members of Legacy Adventist Venture.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$165,411
Liabilities
$165,411
Net assets
$0
Revenue
-
Expenses
$2,650,489
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.13$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$0.31$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.75$0.87$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.00$1.18$1.20$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.00$1.10$1.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$0.30$0.25$0.06
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.57$0.54$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.00$2.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.11$0.00$4.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.00$4.94
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