LEGACY HEALTH FOUNDATION

EIN: 465562403 501(c)(3) Health Care

PORTLAND, OR

Total Revenue
$14,627,165
Total Expenses
$9,308,705
Total Assets
$56,083,827
Net Assets
$55,819,756
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Principal Officer
KECIA M KELLY
Phone
5034155600
Tax Period
2024-04-01 to 2025-03-31

LEGACY HEALTH FOUNDATION, founded in 2013, is a mid-sized nonprofit in the Health Care sector that reported $14.6M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 36% operating margin.

Mission

Legacy Health Foundation's mission is to foster charitable giving as well as community commitment and involvement to support the founding principles, mission and vision of legacy health and promote the health and well-being of the community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,901,439
Program Service Revenue $0
Investment Income $2,761,898
Other Revenue $-36,172
TOTAL REVENUE $14,627,165

Expense Breakdown

Grants Paid $9,308,705
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $9,308,705
Other Expenses $0
TOTAL EXPENSES $9,308,705

Year-over-Year Comparison

2024 2023 Change
Revenue $14,627,165 $11,391,637 +0.3%
Expenses $9,308,705 $4,823,688 +0.9%
Net Income $5,318,460 $6,567,949 -0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
7
Employees
N/A
Volunteers
65

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,536,345
Total Directors
12
$4,002,468
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGE J BROWN MD EX-OFFICIO 1.00
Director
$0 $3,556 $1,654,718
ANNA L LOOMIS EX-OFFICIO 1.00
Director
$0 $28,749 $811,405
KECIA M KELLY EX-OFFICIO 4.00
Officer Director
$0 $77,037 $735,418
MAUREEN A BRADLEY EX-OFFICIO 4.00
Officer Director
$0 $75,167 $692,718
LEWIS L LOW MD Secretary 0.50
Officer Director
$0 $23,694 $108,209
DAVID MERTENS Trustee 1.00
Director
$0 $0 $0
GABRIEL L GODDARD Trustee 1.00
Director
$0 $0 $0
JILL A NELSON Chairman 2.00
Officer Director
$0 $0 $0
GISEL E HILLNER Trustee 1.00
Director
$0 $0 $0
MICHAEL E LEWELLEN Trustee 1.00
Director
$0 $0 $0
FRANK B PIACENTINI VICE CHAIR 1.00
Officer Director
$0 $0 $0
TARI L KINATEDER Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,627,165 $9,308,705 $56,083,827 $5,318,460
2024 $11,391,637 $4,823,688 $50,737,876 $6,567,949
2023 $8,493,444 $2,917,260 $44,153,323 $5,576,184
2022 $3,519,078 $2,731,249 $38,597,809 $787,829
2021 $8,974,187 $3,376,405 $37,846,060 $5,597,782
2020 $797,550 $1,520,334 $17,014,150 $-722,784
2019 $1,444,032 $3,731,221 $2,248,531 $-2,287,189
2018 $4,754,948 $8,123,671 $4,534,720 $-3,368,723
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