LEGACY VISITING NURSE ASSOCIATION

EIN: 930848530 501(c)(3) Health Care

TUALATIN, OR

Total Revenue
$10,748,234
Total Expenses
$11,641,342
Total Assets
$7,215,153
Net Assets
$5,345,722
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
OR
Principal Officer
GEORGE J BROWN
Phone
5034155600
Tax Period
2024-04-01 to 2025-03-31

LEGACY VISITING NURSE ASSOCIATION, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

Legacy Visiting Nurse Association (LVNA) provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an outpatient hospice program. The home hospice program serves the greater Portland metropolitan area and communities throughout the Willamette Valley. LVNA is part of the Legacy Health (Legacy).Our mission:Our legacy is good health for our people, our patients, our communities, and our world. We will work as a team to demonstrate our values:Respect - Treat all people with respect and compassion Service - Put the needs of our patients and their families first Quality - Deliver outstanding clinical services within healing environments Excellence - Set high standards and achieve them Responsibility - Be good stewards of our resources, ensuring access to care for all Innovation - Be progressive in our thinking and actions Leadership - Serve as a role model of good health and good citizenship

Program Service Accomplishments

Program 1
Expenses: $9,397,744 Revenue: $10,626,325

LVNA strives to provide compassionate, competent care for hospice patients and their families and friends. LVNA serves those who are experiencing severe pain, intractable nausea, seizures...

Read more

LVNA strives to provide compassionate, competent care for hospice patients and their families and friends. LVNA serves those who are experiencing severe pain, intractable nausea, seizures, depression, respiratory distress, or other conditions that the patient's family is unable to cope with. LVNA's round-the-clock medical care emphasizes symptom management and support for the whole person.Bereavement follow-up is an important part of Hospice care. On the death of a patient, our bereavement counselors provide family members and friends with both written resources and emotional support. Grief support groups and classes are offered free of charge. Due to the pandemic, all grief support groups and classes are offered as virtually or by phone. In support of its mission, LVNA voluntarily provides medically necessary patient care services that are discounted or free of charge to persons who have insufficient resources and/or who are uninsured.LVNA is part of Legacy, which collectively provided over $62 million, $261 million, $319 million, and $18 million in uncompensated care attributable to its financial assistance, Medicaid, Medicare, and other government programs, respectively, in fiscal year 2025. In addition, Legacy provided over $39 million in other community benefit activities during fiscal year 2025.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,909
Program Service Revenue $10,626,325
Investment Income $0
Other Revenue $0
TOTAL REVENUE $10,748,234

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,265,648
Fundraising Expenses $0
Program Expenses $9,397,744
Other Expenses $3,375,694
TOTAL EXPENSES $11,641,342

Year-over-Year Comparison

2024 2023 Change
Revenue $10,748,234 $10,836,558 0.0%
Expenses $11,641,342 $11,254,372 +0.0%
Net Income $-893,108 $-417,814 +1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
18
Independent Members
12
Employees
N/A
Volunteers
59

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
7
$6,645,300
Total Directors
24
$8,476,105
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN CORREIA President & CEO 0.00
Officer Director
$0 $79,606 $2,784,747
GEORGE J BROWN MD President & CEO 0.00
Officer Director
$0 $3,556 $1,654,718
ANITA N IYENGER SR VP 0.00
$0 $120,472 $1,289,555
JONATHAN E AVERY SR VP 0.00
$0 $128,988 $1,279,428
MELINDA J MULLER MD SR VP 0.00
$0 $96,202 $1,004,135
NATHALIE G JOHNSON MD BOARD DIRECTOR 3.00
Director
$0 $35,423 $935,176
JOHN J KENAGY SR VP 0.00
$0 $92,243 $887,764
CRAIG R ARMSTRONG Secretary 3.00
Officer Director
$0 $51,743 $867,956
ANNA LOOMIS CFO & TREASURER 0.00
Officer Director
$0 $28,749 $811,405
LISA J GOREN SR VP 0.00
$0 $91,904 $757,451
KECIA M KELLY DNP SR VP 0.00
$0 $77,037 $735,418
KEVIN D O'BOYLE HOSPITAL PRESIDENT 0.00
$0 $67,535 $720,683
MAUREEN A BRADLEY SR VP 0.00
$0 $75,167 $692,718
JOE FRANKHOUSE MD BOARD DIRECTOR 3.00
Director
$0 $77,614 $686,049
BRONWYN J HOUSTON FORMER INTERIM PRESIDENT 0.00
$0 $105,902 $677,735
SONJA O STEVES FORMER SR. VP 0.00
$0 $47,505 $614,791
KERRIN E GILLESPIE CFO 0.00
Officer Director
$0 $0 $486,474
SETH R PODOLSKY MD FORMER SR VP 0.00
$0 $6,445 $347,995
BRYCE R HELGERSON FORMER SR. VP 0.00
$0 $0 $336,721
RUTH E MEDAK MEDICAL DIRECTOR 40.00
$298,386 $34,380 $332,766
TRENT S GREEN FORMER SR. VP 0.00
$0 $3,679 $318,409
MARK BOLLMAN PHYSICIAN 40.00
$277,976 $21,643 $299,619
MEGAN L BLOCK MANAGER 40.00
$201,385 $18,640 $220,025
CHLOE SHANLEY PHYSICIAN 40.00
$165,257 $45,215 $210,472
NOAH RIBNER RN RN 40.00
$174,408 $15,711 $190,119
LESLIE ROOT MD BOARD DIRECTOR 3.00
Director
$0 $1 $52,080
NANCY HORTON BOARD DIRECTOR 3.00
Director
$0 $0 $25,000
NANCY R LOCKE BOARD DIRECTOR 3.00
Director
$0 $0 $25,000
JONATHAN G HILL FORMER DIRECTOR 0.00
$0 $11,190 $23,828
CHARLES WILHOITE Chairman 4.00
Officer Director
$0 $0 $22,500
DAVID RAMUS VICE CHAIR 4.00
Officer Director
$0 $0 $17,500
SAMIR DESAI MD BOARD DIRECTOR 3.00
Director
$0 $0 $15,000
JERRY D PETTY BOARD DIRECTOR 3.00
Director
$0 $0 $15,000
PATRICK REITEN BOARD DIRECTOR 3.00
Director
$0 $0 $15,000
GAYLE GOSCHIE BOARD DIRECTOR 3.00
Director
$0 $0 $12,500
LYNN T GUST BOARD DIRECTOR 3.00
Director
$0 $0 $12,500
NASREEN ILIAS-KHAN MD BOARD DIRECTOR 3.00
Director
$0 $0 $7,500
JACK A FRIEDMAN BOARD DIRECTOR 3.00
Director
$0 $0 $7,500
LISA WYNN FREEDMAN BOARD DIRECTOR 3.00
Director
$0 $0 $7,500
JEFFREY BARBER BOARD DIRECTOR 3.00
Director
$0 $0 $7,500
EDGAR NAVAS BOARD DIRECTOR 3.00
Director
$0 $0 $7,500
BISHOP DIANA AKIYAMA BOARD DIRECTOR 3.00
Director
$0 $0 $0
BISHOP LAURIE LARSON CAESAR BOARD DIRECTOR 3.00
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 $10,748,234 $11,641,342 $7,215,153 $-893,108
2024 $10,836,558 $11,254,372 $8,184,777 $-417,814
2023 $11,020,647 $10,784,996 $8,682,034 $235,651
2022 $10,266,388 $10,615,466 $8,747,577 $-349,078
2021 $14,903,321 $13,162,696 $9,107,398 $1,740,625
2020 $15,427,299 $15,945,701 $6,996,581 $-518,402
2019 $16,643,921 $17,098,209 $7,694,902 $-454,288
2018 $19,186,874 $18,093,276 $8,328,329 $1,093,598
Explore More Nonprofits
Top 100 Nonprofits in Oregon Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare LEGACY VISITING NURSE ASSOCIATION with other nonprofits in Oregon and across the country.