ORLANDO HEALTH FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH FOUNDATION INC (EIN 59-2244943)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202542269349302364
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T12:33:00+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BOULEVARD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592244943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLA | BusinessNameControlTxt |
| Phone | 3218415194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD 50 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE SPONG | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aerrial M Orr | PreparerPersonNm |
| PTIN | P01598400 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W BOZARD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD 50 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,349,971 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORLANDOHEALTHFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL MAJOR AND PLANNED GIFT FUNDRAISING EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,668,063 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,615,166 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,896,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,920,466 | CYInvestmentIncomeAmt |
| PY Other Revenue | $372,362 | PYOtherRevenueAmt |
| CY Other Revenue | $904,545 | CYOtherRevenueAmt |
| PY Total Revenue | $33,936,893 | PYTotalRevenueAmt |
| CY Total Revenue | $36,440,177 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,053,487 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,165,160 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,010,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,390,864 | PYOtherExpensesAmt |
| CY Other Expenses | $3,753,659 | CYOtherExpensesAmt |
| PY Total Expenses | $15,444,351 | PYTotalExpensesAmt |
| CY Total Expenses | $16,918,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,492,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,521,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $230,273,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,561,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,047,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,274,044 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $228,226,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $276,287,862 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ORLANDO HEALTH FOUNDATION IS TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL MAJOR AND PLANNED GIFT FUNDRAISING EFFORTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,165,160 | ExpenseAmt |
| Grant | $13,165,160 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $13,165,160 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNADETTE SPONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3218415078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 KUHL AVENUE MP8 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Erick R Hawkins | |||||||||
| Board member, Vice Chairperson | 2.0 | 57.0 | Yes (X) | Yes (X) | $0 | $2,044,768 | $151,234 | ||
| John Miller | |||||||||
| Board member, Secretary/Treasurer | 2.0 | 57.0 | Yes (X) | Yes (X) | $0 | $751,801 | $107,495 | ||
| John W Bozard | |||||||||
| President OH Foundation, Chairperson | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $1,071,581 | $68,493 | ||
| Cary J Dtona | |||||||||
| Board member | 2.0 | 57.0 | Yes (X) | $0 | $834,335 | $115,173 | |||
| Bernadette Spong | |||||||||
| Interim Chief Financial Officer (As of July 2024) | 1.0 | 59.0 | Yes (X) | $0 | $797,040 | $13,667 | |||
| Leslie Flake | |||||||||
| Chief Financial Officer (Until July 2024) | 1.0 | 59.0 | Yes (X) | $0 | $2,099,622 | $174,203 | |||
| Blake S Bard | |||||||||
| Found SR VP/Exe Dir, OH Foundation West FL | 55.0 | 0 | $242,230 | $0 | $52,030 | Yes (X) | |||
| Janet C Morrow | |||||||||
| Foundation Sr. VP | 55.0 | 0 | $261,430 | $0 | $51,792 | Yes (X) | |||
| Karen Thornton Jensen | |||||||||
| Foundation Sr. VP | 55.0 | 0 | $305,227 | $0 | $25,747 | Yes (X) | |||
| Matthew J Lilly | |||||||||
| Found Sr. VP/Exe Dir, OHF | 55.0 | 0 | $243,690 | $0 | $69,776 | Yes (X) | |||
| Zachary James Kallenbach | |||||||||
| Found SR VP/Exe Dir, OH Children's Foundation | 55.0 | 0 | $252,005 | $0 | $48,657 | Yes (X) | |||
| David W Strong | |||||||||
| Former Board Member | 0.0 | 60.0 | $0 | $8,173,867 | $405,638 | Yes (X) | |||
| Jamal A Hakim MD | |||||||||
| Former Board member, Vice Chairman | 0.0 | 60.0 | $0 | $3,006,604 | $49,817 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,304,582 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,779,618 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,333,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BK MEDICAL HOLDING COMPANY INC | ||||||
| 25 CORPORATE DRIVE | SUITE 230 | BURLINGTON | MA | 01803 | MAINTENANCE & REPAIR | $254,316 |
| BLACKBAUD INC | ||||||
| P O BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE SERVICES | $100,564 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $105,213 | FundraisingAmt |
| Related Organizations | $3,832,280 | RelatedOrganizationsAmt |
| Government Grants | $122,880 | GovernmentGrantsAmt |
| All Other Contributions | $25,554,793 | AllOtherContributionsAmt |
| Noncash Contributions | $3,588,464 | NoncashContributionsAmt |
| Total Contributions | $29,615,166 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,499,518 | TotalRevenueColumnAmt |
| Exclusion | $2,499,518 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,330,742 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,909,794 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,420,948 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,420,948 | TotalRevenueColumnAmt |
| Exclusion | $3,420,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $904,545 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $105,213 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $904,545 | TotalRevenueColumnAmt |
| Exclusion | $904,545 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,440,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,825,011 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,165,160 | TotalAmt |
| Program Services | $13,165,160 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,157 | TotalAmt |
| Management And General | $26,157 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,414 | TotalAmt |
| Management And General | $2,717,414 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | General Fundraising/Cultivation Expense | Desc |
| Total | $1,010,088 | TotalAmt |
| Fundraising | $1,010,088 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,918,819 | TotalAmt |
| Program Services | $13,165,160 | ProgramServicesAmt |
| Management And General | $2,743,571 | ManagementAndGeneralAmt |
| Fundraising | $1,010,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,967,215 | BOYAmt |
| EOY | $7,393,243 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,255,086 | BOYAmt |
| EOY | $14,107,580 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,057,525 | BOYAmt |
| EOY | $1,863,444 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,572,465 | BOYAmt |
| EOY | $198,248,970 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,421,189 | BOYAmt |
| EOY | $56,948,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,273,480 | BOYAmt |
| EOY | $278,561,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,697 | BOYAmt |
| EOY | $222,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,851,433 | BOYAmt |
| EOY | $2,051,824 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,047,130 | BOYAmt |
| EOY | $2,274,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,095,702 | BOYAmt |
| EOY | $70,403,301 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,130,648 | BOYAmt |
| EOY | $205,884,561 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,226,350 | BOYAmt |
| EOY | $276,287,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,273,480 | BOYAmt |
| EOY | $278,561,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,521,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,530,924 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $9,230 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,954,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,499,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,073,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,668,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,615,166 | CurrentTaxYearAmt |
| Total | $121,809,895 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,954,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,499,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,073,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,668,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,615,166 | CurrentTaxYearAmt |
| Total | $121,809,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,337,642 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,472,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,739,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,052,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,414,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,499,518 | CurrentTaxYearAmt |
| Total | $10,970,687 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $262,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $377,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $904,545 | CurrentTaxYearAmt |
| Total | $1,842,154 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $134,622,736 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7315 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6884 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - SPECIAL EVENT FEES, COLUMN A - 243213.0, COLUMN B - 53436.0, COLUMN C - 262978.0, COLUMN D - 377982.0, COLUMN E - 904545.0, COLUMN F - 1842154.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,891,859 | BeginningYearBalanceAmt |
| Contributions | $420,439 | ContributionsAmt |
| Investment Earnings Or Losses | $11,645,444 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $391,064 | OtherExpendituresAmt |
| Administrative Expenses | $38,557 | AdministrativeExpensesAmt |
| End Year Balance | $65,528,121 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,065,712 | BeginningYearBalanceAmt |
| Contributions | $8,147,625 | ContributionsAmt |
| Investment Earnings Or Losses | $5,830,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,144,461 | OtherExpendituresAmt |
| Administrative Expenses | $7,077 | AdministrativeExpensesAmt |
| End Year Balance | $53,891,859 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,246,522 | BeginningYearBalanceAmt |
| Contributions | $1,816,372 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,065,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,913,540 | OtherExpendituresAmt |
| Administrative Expenses | $17,965 | AdministrativeExpensesAmt |
| End Year Balance | $43,065,712 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,975,440 | BeginningYearBalanceAmt |
| Contributions | $1,168,909 | ContributionsAmt |
| Investment Earnings Or Losses | $10,400,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,228,955 | OtherExpendituresAmt |
| Administrative Expenses | $69,549 | AdministrativeExpensesAmt |
| End Year Balance | $52,246,522 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,709,022 | BeginningYearBalanceAmt |
| Contributions | $100,004 | ContributionsAmt |
| Investment Earnings Or Losses | $3,425,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,182,340 | OtherExpendituresAmt |
| Administrative Expenses | $76,848 | AdministrativeExpensesAmt |
| End Year Balance | $43,975,440 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1851 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.8149 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN CHARIT. TRUSTS | $1,819,277 |
| CASH SV OF LIFE INS. POLICIES | $2,271,281 |
| DUE FROM ORLANDO HEALTH | $52,473,111 |
| DONATED PROPERTY | $385,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,948,669 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $964,288 |
| LIABILITY UNDER CHARITABLE TRUST AG | $1,087,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,051,824 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE RESTRICTED AS TO PURPOSE, TIME OR BOTH IN ACCORDANCE WITH DONOR SPECIFICATIONS MADE AT TIME OF CONTRIBUTIONS. ORLANDO HEALTH FOUNDATION TREATS ENDOWMENT FUND PRINCIPAL AS RESTRICTED AND UTILIZES THE NET EARNINGS ON ENDOWMENT MONIES FOR PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN ACCORDANCE WITH DONOR SPECIFICATIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FASB ASC TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC TOPIC 740 PROVIDES GUIDANCE AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HPC Be The Difference | Event1Nm |
| Gross Receipts Event1 | $166,868 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $166,868 | GrossRevenueEvent1Amt |
| Event2 | Wolovnick Cup | Event2Nm |
| Gross Receipts Event2 | $221,528 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $221,528 | GrossRevenueEvent2Amt |
| Other Events Total | 22 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $621,362 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $105,213 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $516,149 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,009,758 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $105,213 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $904,545 | GrossRevenueTotalEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH MEDICAL GROUP INC | |||||||
| 1414 KUHL AVE | ORLANDO | FL | 32806 | 593259553 | 501(c)(3) | $1,439,088 | PROGRAM SERVICES |
| Orlando Health Inc | |||||||
| 1414 KUHL AVE | ORLANDO | FL | 32806 | 591726273 | 501(C)(3) | $11,721,210 | PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | ORLANDO HEALTH FOUNDATION IS FORMED FOR THE SOLE PURPOSE OF SUPPORTING PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN SUPPORT OF THEIR MISSION TO ENHANCE THE QUALITY OF LIFE OF THE INDIVIDUALS IN THE COMMUNITIES SERVED. CONTRIBUTIONS ARE USED IN ACCORDANCE WITH APPLICABLE DONOR SPECIFICATIONS IN SUPPORT OF THAT MISSION OF COMMUNITY BENEFIT. ORLANDO HEALTH FOUNDATION MAKES GRANTS SOLELY TO ORLANDO HEALTH, INC. AND ITS TAX-EXEMPT AFFILIATES, ALL OF WHICH ARE EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John W Bozard | ||||||||||||||
| President OH Foundation, Chairperson | $0 | $537,024 | $0 | $400,455 | $0 | $134,102 | $0 | $42,014 | $0 | $26,479 | $0 | $1,140,074 | $0 | $0 |
| Erick R Hawkins | ||||||||||||||
| Board member, Vice Chairperson | $0 | $764,703 | $0 | $1,098,341 | $0 | $181,724 | $0 | $136,494 | $0 | $14,740 | $0 | $2,196,002 | $0 | $148,335 |
| John Miller | ||||||||||||||
| Board member, Secretary/Treasurer | $0 | $378,615 | $0 | $280,352 | $0 | $92,834 | $0 | $72,198 | $0 | $35,297 | $0 | $859,296 | $0 | $89,643 |
| Jamal A Hakim MD | ||||||||||||||
| Former Board member, Vice Chairman | $0 | $983,114 | $0 | $1,442,488 | $0 | $581,002 | $0 | $19,595 | $0 | $30,222 | $0 | $3,056,421 | $0 | $308,597 |
| David W Strong | ||||||||||||||
| Former Board Member | $0 | $2,215,953 | $0 | $5,376,227 | $0 | $581,687 | $0 | $369,615 | $0 | $36,023 | $0 | $8,579,505 | $0 | $556,755 |
| Cary J Dtona | ||||||||||||||
| Board member | $0 | $488,486 | $0 | $252,842 | $0 | $93,007 | $0 | $79,518 | $0 | $35,655 | $0 | $949,508 | $0 | $82,311 |
| Leslie Flake | ||||||||||||||
| Chief Financial Officer (Until July 2024) | $0 | $847,338 | $0 | $1,230,142 | $0 | $22,142 | $0 | $159,600 | $0 | $14,603 | $0 | $2,273,825 | $0 | $0 |
| Bernadette Spong | ||||||||||||||
| Interim Chief Financial Officer (As of July 2024) | $0 | $46,600 | $0 | $604,993 | $0 | $145,447 | $0 | $13,667 | $0 | $0 | $0 | $810,707 | $0 | $0 |
| Karen Thornton Jensen | ||||||||||||||
| Foundation Sr. VP | $237,414 | $0 | $48,231 | $0 | $19,582 | $0 | $14,438 | $0 | $11,309 | $0 | $330,974 | $0 | $0 | $0 |
| Zachary James Kallenbach | ||||||||||||||
| Found SR VP/Exe Dir, OH Children's Foundation | $200,607 | $0 | $36,461 | $0 | $14,937 | $0 | $15,237 | $0 | $33,420 | $0 | $300,662 | $0 | $14,653 | $0 |
| Matthew J Lilly | ||||||||||||||
| Found Sr. VP/Exe Dir, OHF | $193,640 | $0 | $36,461 | $0 | $13,589 | $0 | $28,238 | $0 | $41,538 | $0 | $313,466 | $0 | $13,305 | $0 |
| Janet C Morrow | ||||||||||||||
| Foundation Sr. VP | $209,587 | $0 | $38,231 | $0 | $13,612 | $0 | $28,876 | $0 | $22,916 | $0 | $313,222 | $0 | $13,149 | $0 |
| Blake S Bard | ||||||||||||||
| Found SR VP/Exe Dir, OH Foundation West FL | $205,109 | $0 | $36,926 | $0 | $195 | $0 | $12,406 | $0 | $39,624 | $0 | $294,260 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | ORLANDO HEALTH, INC. IS A COMMON PAYMASTER AND COMMON PAY AGENT FOR ORLANDO HEALTH MEDICAL GROUP, INC (EIN: 59-3259553), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), ORLANDO HEALTH CENTRAL, INC. (EIN:80-0764192), SOUTH LAKE HOSPITAL, INC. (EIN: 59-3322533), OSCEOLASC, LLC (EIN: 20-3728235), OHI WEST, INC. (EIN: 84-5074208), OHI WEST MEDICAL GROUP, LLC (EIN: 85-2733660), OHI WEST MEDICAL GROUP II, LLC (EIN: 92-3479126), OHRI, LLC (EIN: 47-2067699) AND ORLANDO PHYSICIANS NETWORK, INC. (EIN: 59-3110868) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. THE ORLANDO HEALTH, INC. INDEPENDENT COMPENSATION COMMITTEE APPROVES ALL OFFICER COMPENSATION ARRANGEMENTS, WHICH REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND FOLLOWS IRS GUIDELINES. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: DAVID W. STRONG $352,751 LESLIE FLAKE $143,100 ERICK R. HAWKINS $122,537 CARY J. DTONA $59,738 JOHN MILLER $55,875 JOHN W. BOZARD $22,208 JANET C. MORROW $15,120 MATTHEW J. LILLY $14,420 ZACHARY JAMES KALLENBACH $14,420 BLAKE S. BARD $14,700 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: DAVID W. STRONG $556,755 JAMAL A. HAKIM MD $308,597 ERICK R. HAWKINS $148,335 JOHN MILLER $89,643 CARY J. DTONA $82,311 ZACHARY JAMES KALLENBACH $14,653 MATTHEW J. LILLY $13,305 JANET C. MORROW $13,149 457(B) DEFERRED COMPENSATION PLAN: ELIGIBILITY TO PARTICIPATE IN THIS PLAN IS DETERMINED BY JOB CLASSIFICATION. THE PLAN ACCEPTS PRE-TAX EMPLOYEE CONTRIBUTIONS ONLY, AND THE AMOUNT OF THE CONTRIBUTION IS DETERMINED BY THE EMPLOYEE. PARTICIPANTS ARE AUTOMATICALLY VESTED IN THE PLAN, SINCE THERE ARE NO COMPANY CONTRIBUTIONS. THE TEAM MEMBER RETIREMENT PLAN OVERSIGHT COMMITTEE OVERSEES THE PLAN AND DETERMINES THE INVESTMENT OPTIONS WITH THE ASSISTANCE OF A THIRD-PARTY INVESTMENT ADVISORY FIRM. EXECU-FLEX 457(F) AND DIRECTOR/ADMIN 457(F) PLANS: ELIGIBILITY TO PARTICIPATE IN THESE PLANS IS DETERMINED BY JOB CLASSIFICATION. ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASED SALARY AS OF NOVEMBER 1ST OF THE PRIOR PLAN YEAR. VESTING OCCURS FOR EACH ANNUAL CONTRIBUTION THREE YEARS AFTER THE CONTRIBUTION OCCURS. ONCE THE PARTICIPANT REACHES AGE 62, THEY ARE FULLY VESTED IN THE PLAN AND BEGIN TO RECEIVE ADDITIONAL WAGES IN LIEU OF CONTRIBUTIONS. THE TEAM MEMBER RETIREMENT PLAN OVERSIGHT COMMITTEE OVERSEES THE PLAN AND DETERMINES THE INVESTMENT OPTIONS WITH THE ASSISTANCE OF A THIRD-PARTY INVESTMENT ADVISORY FIRM. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,743 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $171,846 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $385,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $141,620 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | APPLIANCES/EQUIPMENT | 2 | $22,600 | Other - COST/SELLING PRICE |
| Yes (X) | COSMETICS/CRAFTS/JEWELRY/WIGS | 44 | $10,207 | Other - COST/SELLING PRICE |
| Yes (X) | GIFT CERTIFICATES | 10 | $67,085 | Other - COST/SELLING PRICE |
| Yes (X) | Homes for Healings Stays | 8 | $70,313 | Other - COST/SELLING PRICE |
| Yes (X) | Cash Alternatives/Equities/Fixed Income | 1 | $2,712,050 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4 PROGRAM SERVICE DESCRIPTION | ORLANDO HEALTH IS A PRIVATE, NOT-FOR-PROFIT HEALTHCARE ORGANIZATION WITH $12 BILLION OF ASSETS UNDER MANAGEMENT THAT SERVES THE SOUTHEASTERN UNITED STATES. HEADQUARTERED IN ORLANDO, FLORIDA, THE SYSTEM WAS FOUNDED MORE THAN 100 YEARS AGO. THE HEALTHCARE SYSTEM IS RECOGNIZED AROUND THE WORLD FOR ITS PEDIATRIC AND ADULT LEVEL ONE TRAUMA PROGRAM, CO-LOCATED AT ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN AND ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER, WHERE MORE THAN 50 VICTIMS OF THE PULSE NIGHTCLUB MASS SHOOTING WERE TREATED IN JUNE 2016. ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES HOUSES ONE OF THE NATION'S LARGEST NEONATAL INTENSIVE CARE UNITS AND IS AMONG THE ONLY FACILITIES IN THE SOUTHEAST UNITED STATES TO OFFER OPEN FETAL SURGERY TO REPAIR THE MOST SEVERE FORMS OF SPINA BIFIDA. AS A STATUTORY TEACHING HEALTHCARE SYSTEM, ORLANDO HEALTH HOSTS MORE THAN 350 RESIDENTS AND FELLOWS ANNUALLY IN ITS GRADUATE MEDICAL EDUCATION PROGRAM. ORLANDO HEALTH CLINICIANS HAVE PIONEERED LIFE-CHANGING RESEARCH, INCLUDING A BREAKTHROUGH PROTOCOL USING TUMOR-INFILTRATING LYMPHOCYTES (TIL) TO ADDRESS AGGRESSIVE MELANOMA, THERAPIES FOR END-STAGE BREAST CANCER AND IDENTIFYING BIOMARKERS TO DETECT TRAUMATIC BRAIN INJURY. ORLANDO HEALTH, AS OF SEPTEMBER 30, 2024, IS A 3,327-BED SYSTEM COMPOSED OF 11 HOSPITALS, CENTRAL FLORIDA'S ONLY LEVEL ONE TRAUMA CENTER AND 8 FREESTANDING ERS AS WELL AS REHABILITATION SERVICES; CANCER INSTITUTES, HEART AND VASCULAR INSTITUTES, ORTHOPEDIC INSTITUTES AND DIGESTIVE HEALTH INSTITUTES; IMAGING AND LABORATORY SERVICES; WOUND CARE CENTERS; PHYSICIAN OFFICES FOR ADULTS AND PEDIATRICS; SKILLED NURSING FACILITIES; AN INPATIENT BEHAVIORAL HEALTH FACILITY UNDER THE MANAGEMENT OF ACADIA HEALTHCARE; HOME HEALTHCARE SERVICES IN PARTNERSHIP WITH LHC GROUP ; AND URGENT CARE CENTERS IN PARTNERSHIP WITH CARESPOT URGENT CARE. NEARLY 5,000 PHYSICIANS, REPRESENTING MORE THAN 100 MEDICAL SPECIALTIES AND SUBSPECIALTIES HAVE PRIVILEGES ACROSS THE ORLANDO HEALTH SYSTEM, WHICH EMPLOYS APPROXIMATELY 36,000 TEAM MEMBERS. AREAS OF CLINICAL EXCELLENCE INCLUDE ORTHOPEDICS, HEART AND VASCULAR, CANCER CARE, NEUROSCIENCES, DIGESTIVE HEALTH, SURGERY, PEDIATRIC SPECIALTIES, NEONATOLOGY, WOMEN'S HEALTH AND TRAUMA. SUPPORTING ADVANCES TO PREVENT AND TREAT DISEASES IN FY 2024, ORLANDO HEALTH FOUNDATION RAISED MORE THAN $43 MILLION, RECEIVING MORE THAN 55,000 CASH GIFTS AND MORE THAN 340 IN-KIND GIFTS. THESE CONTRIBUTIONS HELPED SUPPORT PROGRAMS ACROSS THE ORGANIZATION. NEARLY ONE THIRD OF PHILANTHROPIC FUNDS SUPPORTED THE HOWARD PHILLIPS CENTER FOR CHILDREN AND FAMILIES, PART OF ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN. THE CENTER PROVIDES SERVICES THAT PROTECT AND HEAL ABUSED CHILDREN, BRING HOPE TO FAMILIES OF CHILDREN WITH SPECIAL NEEDS, DELIVER MEDICAL CARE TO TEENS WITH FEW RESOURCES AND HELP FAMILIES AT HIGH RISK FOR CHILD ABUSE RAISE THEIR CHILDREN WITH LOVE AND SUPPORT. ONE OF THOSE PROGRAMS - CENTRAL FLORIDA EARLY STEPS - DELIVERS COMPREHENSIVE DEVELOPMENTAL EVALUATIONS AND SPECIALIZED EARLY INTERVENTION FOR CHILDREN WITH DEVELOPMENTAL DELAYS OR DISABILITIES. MORE THAN 50 PERCENT OF THE ELIGIBLE CHILDREN IN THIS PROGRAM HAD RED FLAGS FOR AUTISM SPECTRUM DISORDER . TEEN XPRESS, A UNIQUE SCHOOL-BASED MOBILE HEALTHCARE UNIT, ENABLES COMPLETE MEDICAL AND MENTAL HEALTHCARE FOR STUDENTS WITH LIMITED RESOURCES WHO ARE ENROLLED IN MIDDLE AND HIGH SCHOOLS LOCATED WITHIN ORANGE COUNTY'S LOW-INCOME COMMUNITIES. MORE THAN 25 PERCENT OF PHILANTHROPIC FUNDS SUPPORT PROGRAMS AT ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN AND ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES. OF THE MORE THAN 13,000 BABIES BORN AT ORLANDO HEALTH WINNIE PALMER EACH YEAR, 10 PERCENT REQUIRE CARE IN THE NEONATAL INTENSIVE CARE UNIT (NICU). ALMOST 50 PERCENT OF NICU GRADUATES NEED SPECIALTY CARE AT ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN. MANY OF THE ADVANCED TECHNOLOGIES ESSENTIAL TO PROVIDING THIS HIGHLY SPECIALIZED CARE ARE SUPPORTED THROUGH PHILANTHROPY. SUCH FUNDING ALSO ALLOWS FOR GROUNDBREAKING PEDIATRIC ONCOLOGY RESEARCH THAT STUDIES THE BIOLOGIC MAKE-UP OF TUMORS TO DEVELOP TARGETED THERAPIES AND TAILOR TREATMENT. THE CHILD LIFE TEAM AT ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN ALSO RELIES HEAVILY ON PHILANTHROPY TO PROVIDE MEDICAL TEACHING TOOLS, ARTS AND CRAFT SUPPLIES, AND EDUCATIONAL TECHNOLOGY THAT ENABLE THOUSANDS OF PATIENTS ANNUALLY TO KEEP UP WITH THEIR SCHOOL'S CURRICULUM DURING LONG HOSPITAL STAYS. ABOUT 30 PERCENT OF PHILANTHROPIC FUNDING GOES TO ORLANDO HEALTH PROGRAMS THAT TREAT THE CONDITIONS AND DISEASES MOST LIKELY TO AFFECT OUR COMMUNITIES, INCLUDING HEART AND VASCULAR, CANCER, NEUROLOGY AND DIGESTIVE HEALTH ISSUES. A $2 MILLION PLEDGE ALLOWED ORLANDO HEALTH TO BEGIN RENOVATING THE SPACE WHERE CARDIAC PATIENTS RECOVER AFTER A PROCEDURE OR SURGERY, ENHANCING PATIENT PRIVACY, SOUND CONTROL AND SAFETY. ADDITIONAL PHILANTHROPY SUPPORTED CLINICAL TRIALS ACROSS THE SYSTEM, INCLUDING AT ORLANDO HEALTH DIGESTIVE HEALTH INSTITUTE AND ORLANDO HEALTH CANCER INSTITUTE. WHERE WE DELIVER CARE AS THE PULSE MASS SHOOTING ILLUSTRATED, THERE IS NO TELLING WHEN AN EMERGENCY IS GOING TO HAPPEN. TO CARE FOR THE RAPIDLY GROWING CENTRAL FLORIDA COMMUNITY WHEN IT NEEDS US MOST, ORLANDO HEALTH REDESIGNED AND RENOVATED EMERGENCY DEPARTMENT AT ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER, HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THE TRANSFORMATION MORE THAN DOUBLED THE SIZE OF THE HOSPITAL'S TRAUMA BAY. A SIGNIFICANT ADDITION OF SURGE SPACE ENABLES THE TRAUMA CENTER TEAM TO RAPIDLY ADD 10 MORE TREATMENT AREAS IN THE EVENT OF A MASS CASUALTY INCIDENT, MULTI-VEHICLE CRASH OR NATURAL DISASTER. IN ADDITION, THE AMBULANCE ENTRANCE WAS ENLARGED, FOUR NEW EMS TRANSFER BAYS ADDED, AIR CARE COMMUNICATIONS UPGRADED, TWO NEW CT SCANNERS ADDED AND NURSE STATIONS REDESIGNED TO ENHANCE EFFICIENCY AT THESE CRITICAL FLEX POINTS. THE $25 MILLION ENDEAVOR WAS FULLY FUNDED THROUGH PHILANTHROPY. IN FEBRUARY 2024, ORLANDO HEALTH BROKE GROUND ON THE ORLANDO HEALTH CHILDREN'S PAVILION ON THE DOWNTOWN ORLANDO CAMPUS. THE CHILDREN'S PAVILION IS A $160 MILLION INITIATIVE FULLY SUPPORTED BY PHILANTHROPY. IT WILL BRING TOGETHER MORE THAN 30 PEDIATRIC SPECIALTY SERVICES UNDER ONE ROOF, MAKING THE LIVES OF FAMILIES SEEKING CARE EASIER TO NAVIGATE AND SAVING THEM TIME TO FOCUS ON WHAT REALLY MATTERS - GETTING THEIR CHILDREN THE CARE THEY NEED. THE NEW FACILITY WILL SERVE AS AN ESSENTIAL LINK BETWEEN THE TIME A PEDIATRIC PATIENT SPENDS IN THE HOSPITAL AND THE FOLLOW-UP CARE NEEDED. ORLANDO HEALTH HOSPITALS ARE: ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER, ORLANDO HEALTH BAYFRONT HOSPITAL, ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL, ORLANDO HEALTH HORIZON WEST HOSPITAL, ORLANDO HEALTH LAKE MARY HOSPITAL, ORLANDO HEALTH SOUTH LAKE HOSPITAL, ORLANDO HEALTH ST. CLOUD HOSPITAL, ORLANDO HEALTH ADVANCED REHABILITATION INSTITUTE, ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, AND ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES. IN FY24, ORLANDO HEALTH SERVED APPROXIMATELY 242,000 INPATIENTS AND NEARLY 7 MILLION OUTPATIENTS, WHICH INCLUDED OVER 570,000 ER VISITS. IN THE ORLANDO METROPOLITAN AREA, APPROXIMATELY ONE IN EVERY FOUR RESIDENTS RECEIVED CARE AT ORLANDO HEALTH IN FY24. DURING FY2024, THE MOST RECENT AVAILABLE REPORTING PERIOD, ORLANDO HEALTH PROVIDED APPROXIMATELY $818 MILLION IN TOTAL IMPACT TO THE COMMUNITIES IT SERVES IN THE FORM OF CHARITY CARE, COMMUNITY BENEFIT PROGRAMS AND SERVICES, COMMUNITY BUILDING ACTIVITIES AND MORE. ADDITIONAL INFORMATION CAN BE FOUND AT HTTP://WWW.ORLANDOHEALTH.COM. |
| Form 990, Part VI, Line 15a OFFICES AND POSITIONS FOR WHICH COMPENSATION PROCESS WAS USED | ALL COMPENSATION IS PAID BY PARENT, ORLANDO HEALTH, INC., WHICH HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND UTILIZES THE GUIDELINES CONSISTENT WITH THE IRS GUIDELINES ON INDEPENDENT ANALYSIS AND DOCUMENTATION OF COMPENSATION. THE PROCESS, WHICH IS USED FOR THE PRESIDENT, ALL OFFICERS, EXECUTIVE DIRECTORS AND DIRECTORS, AND WAS IMPLEMENTED PRIOR TO 10/01/2006, WAS UNDERTAKEN FOR THE CURRENT YEAR. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | JOHN MILLER, CARY DTONA, LESLIE FLAKE, AND ERICK R. HAWKINS - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE VOTING MEMBER OF THE CORPORATION AS PROVIDED IN THE ARTICLES OF INCORPORATION IS ORLANDO HEALTH, INC., AS LONG AS IT QUALIFIES FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | ORLANDO HEALTH, INC., AS THE SOLE VOTING MEMBER OF ORLANDO HEALTH FOUNDATION, INC., SHALL APPOINT THE PERSONS TO SERVE AS DIRECTORS AND THE RESPECTIVE TERMS OF EACH DIRECTOR. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | ORLANDO HEALTH, INC. MUST APPROVE DECISIONS ON BUSINESS MATTERS. THE FOUNDATION BOARD MAY SUGGEST ADDITIONS OR REMOVAL OF DIRECTORS OR OTHER BUSINESS, BUT THE ORLANDO HEALTH, INC. BOARD MUST APPROVE. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CFO AND THE FINANCE DEPARTMENT REVIEWED THE FORM 990 AND ANY REQUIRED CHANGES WERE MADE TO THE FORM 990. THE FINAL FORM 990 WAS THEN PROVIDED TO ALL MEMBERS OF THE BOARD TO REVIEW. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED OF THE REVIEW WERE MADE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE PARENT ORGANIZATION, ORLANDO HEALTH, INC., HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES FOR ALL RELATED ORGANIZATIONS. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THESE DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST IN ACCORDANCE WITH FEDERAL TAX LAW PUBLIC INSPECTION REQUIREMENTS. |
| Form 990, Part IX, Column (A) FUNDRAISING EXPENSES | FUND RAISING EXPENSES PROVIDED BY ORLANDO HEALTH INC. NOT RECORDED ON FORM 990, PART IX. Other Salaries & Wages $4,956,064 Other Employee Benefits $1,300,764 Payroll Taxes $341,734 Accounting Fees $851 Advertising & Promotion $146,522 Conferences, conventions and meetings $293,410 Information Technology $31,971 Occupancy $587,461 Office Expenses $522,623 Other Expenses $927,994 Other Fees $100,382 Travel $207,015 Total $9,416,789 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 591726273 | HEALTHCARE | FL | 501(c)(3) | 3 | NA | false |
| ORLANDO HEALTH MEDICAL GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHYSICIAN SUPPORT SERVICES | FL | 501(c)(3) | Type I | OHI | false |
| ORLANDO HEALTH CENTRAL INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | HEALTHCARE | FL | 501(c)(3) | 3 | OHI | false |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(c)(3) | Type I | OHI | false |
| GREATER ORLANDO CHILDREN'S MIRACLE NETWORK INC | ||||||||||
| 3160 SOUTHGATE COMMERCE BLVD | ORLANDO | FL | 32806 | 593452974 | SUPPORT OHF | FL | 501(c)(3) | 7 | OHF | Yes (true) |
| SOUTH LAKE HOSPITAL INC | ||||||||||
| 1900 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | 593322533 | HEALTHCARE | FL | 501(c)(3) | 3 | OHI | false |
| OHI WEST INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 845074208 | HEALTHCARE | FL | 501(c)(3) | 3 | OHI | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET SERVICES INC & SUBS | |||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 592246203 | MEDICAL SVCS | FL | NA | C Corporation | false |
| CHARITABLE REMAINDER TRUSTS (15) | |||||||||
| N/A | ORLANDO | FL | 32806 | SUPPORT | FL | NA | false | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ORLANDO HEALTH INC | ||
| B | $11,721,210 | FMV |
| ORLANDO HEALTH INC | ||
| O | $6,598,561 | FMV |
| ORLANDO HEALTH INC | ||
| P | $5,936,619 | FMV |
| ORLANDO HEALTH MEDICAL GROUP INC | ||
| B | $1,439,088 | FMV |
| ORLANDO HEALTH INC | ||
| N | $2,818,227 | FMV |
| GREATER ORLANDO CHILDREN'S MIRACLE NETWORK INC | ||
| C | $3,726,603 | FMV |