ORLANDO HEALTH INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH INC (EIN 59-1726273)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-07-12
- IRS object ID
- 201801939349301320
- Schema version
- 2016v3.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-12T16:04:01-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 BLVD 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591726273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BERNADETTE SPONG | InCareOfNm |
| Business Name Control | ORLA | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE SPONG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3218415078 | PhoneNum |
| Signature | 2018-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KUCZYNSKI | PreparerPersonNm |
| PTIN | P01226533 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BERNADETTE SPONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 KUHL AVENUE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,490,343,352 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORLANDOHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 15424 | TotalEmployeeCnt |
| Total Volunteers | 1542 | TotalVolunteersCnt |
| Total Gross UBI | $11,324,238 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,044,170 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,652,978 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,435,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,945,332,284 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,142,199,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,463,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,071,791 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,404,413 | PYOtherRevenueAmt |
| CY Other Revenue | $1,879,851 | CYOtherRevenueAmt |
| PY Total Revenue | $1,975,852,865 | PYTotalRevenueAmt |
| CY Total Revenue | $2,195,586,355 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $747,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,588,501 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $822,988,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $914,541,742 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $80,420 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,842 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,924,837 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $862,171,775 | PYOtherExpensesAmt |
| CY Other Expenses | $907,262,936 | CYOtherExpensesAmt |
| PY Total Expenses | $1,685,987,967 | PYTotalExpensesAmt |
| CY Total Expenses | $1,823,425,021 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $289,864,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $372,161,334 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,837,480,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,214,282,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,278,472,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,335,935,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,559,008,390 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,878,346,991 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORLANDO HEALTH IS A TRUSTED LEADER INSPIRING HOPE THROUGH THE ADVANCEMENT OF HEALTH. OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,496,067,636 | ExpenseAmt |
| Grant | $1,588,501 | GrantAmt |
| Revenue | $2,142,199,312 | RevenueAmt |
| Desc | ORLANDO HEALTH IS ONE OF FLORIDAS MOST COMPREHENSIVE PRIVATE, NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. SINCE 1918, ORLANDO HEALTH HAS BEEN PART OF THE GREATER ORLANDO COMMUNITY, GROWING FROM A SINGLE HOSPITAL INTO AN AWARD-WINNING COMMUNITY-BASED SYSTEM OF PHYSICIAN PRACTICES, HOSPITALS AND CARE CENTERS THROUGHOUT CENTRAL FLORIDA. AS A LEADING HEALTHCARE RESOURCE, PROVIDING WORLD-CLASS MEDICAL CARE AS WELL AS TRAINING OUR FUTURE HEALTHCARE PROVIDERS, ORLANDO HEALTH WILL CONTINUE TO FOSTER GROWTH AND DEVELOPMENT THROUGHOUT THE REGION FOR GENERATIONS TO COME. OUR SYSTEM INCLUDES: ORLANDO REGIONAL MEDICAL CENTER (ORMC) - ONE OF THE LARGEST TERTIARY FACILITIES IN THE REGION, ORMC IS ORLANDO HEALTHS FLAGSHIP FACILITY AND HOME TO THE AREAS ONLY LEVEL ONE TRAUMA CENTER. ORMC OFFERS THE MOST ADVANCED CARE AVAILABLE FOR MEDICAL, SURGICAL, REHABILITATIVE AND EMERGENCY CARE NEEDS. ARNOLD PALMER HOSPITAL FOR CHILDREN - A PLACE OF HOPE AND HEALING, ARNOLD PALMER HOSPITAL IS DEDICATED EXCLUSIVELY TO THE HEALTHCARE NEEDS OF CHILDREN, OFFERING EXPERTISE IN A WIDE RANGE OF PEDIATRIC SPECIALTIES. WINNIE PALMER HOSPITAL FOR WOMEN & BABIES - WINNIE PALMER HOSPITAL IS DESIGNED TO MEET THE UNIQUE HEALTH NEEDS OF WOMEN AND BABIES. A LEADER IN OBSTETRICS AND NEONATAL INTENSIVE CARE AS WELL AS COMPREHENSIVE HEALTHCARE FOR WOMEN THROUGHOUT ALL STAGES OF LIFE, THE HOSPITAL PROVIDES A WIDE RANGE OF OBSTETRIC AND GYNECOLOGIC SERVICES. ORLANDO HEALTH UF HEALTH CANCER CENTER - ORLANDO HEALTH HAS JOINED FORCES WITH UNIVERSITY OF FLORIDA HEALTH TO PROVIDE THE MOST EFFECTIVE CANCER CARE FOR OUR COMMUNITIES. THE ESTABLISHMENT OF THE CANCER CENTER BRINGS THE MOST EXPERIENCED CANCER DOCTORS TOGETHER WITH TOP CANCER RESEARCHERS TO PROVIDE UNIQUE TREATMENTS TAILORED TO EACH PATIENTS NEEDS. DR. P. PHILLIPS HOSPITAL - DR. P. PHILLIPS HOSPITAL IS A COMPREHENSIVE COMMUNITY HOSPITAL OFFERING A WIDE RANGE OF SPECIALIZED PROGRAMS AND SERVICES FOR OUR PATIENTS IN SOUTHWEST ORANGE COUNTY. HEALTH CENTRAL HOSPITAL - SERVING OUR PATIENTS IN WEST ORANGE COUNTY, HEALTH CENTRAL HOSPITAL IS A FULL-SERVICE ACUTE CARE COMMUNITY HOSPITAL PROVIDING ACCESS TO A WIDE RANGE OF SPECIALTY CARE. SOUTH SEMINOLE HOSPITAL - SERVING SEMINOLE COUNTY, SOUTH SEMINOLE HOSPITAL IS A FULL-SERVICE COMMUNITY HOSPITAL OFFERING ADVANCED MEDICAL PROCEDURES AS WELL AS A FOCUS ON PREVENTION, WELLNESS AND COMMUNITY OUTREACH SERVICES. AFFILIATED HOSPITALS - SOUTH LAKE HOSPITAL ORLANDO HEALTH IS PROUD TO OFFER THE REGIONS ONLY LEVEL ONE TRAUMA CENTER; THE AREAS FIRST HEART PROGRAM; SPECIALTY HOSPITALS DEDICATED TO CHILDREN, WOMEN AND BABIES; A MAJOR CANCER CENTER; AND LONG-STANDING COMMUNITY HOSPITALS. OUR TECHNOLOGY AND ADVANCED MEDICAL TREATMENTS AND PROCEDURES, ALONG WITH OUR EXPERT STAFF, HAVE DISTINGUISHED ORLANDO HEALTH AS A HEALTHCARE LEADER, PROVIDING ACCESS TO NEARLY TWO MILLION CENTRAL FLORIDA RESIDENTS. THE HEALTH SYSTEM IS ONE OF CENTRAL FLORIDAS LARGEST EMPLOYERS WITH MORE THAN 17,000 EMPLOYEES AND OVER 2,000 ON-STAFF PHYSICIANS SUPPORTING OUR PHILOSOPHY OF PROVIDING A CONTINUUM OF CARE THAT REVOLVES AROUND PATIENTS' NEEDS. WE HAVE ALWAYS BEEN - AND ALWAYS WILL BE - FOCUSED ON ACHIEVING THE VERY BEST OUTCOMES FOR OUR PATIENTS. ORLANDO HEALTH DELIVERS CARE THROUGH OUR FIVE ACUTE CARE HOSPITALS, THREE SPECIALTY HOSPITALS AND NUMEROUS OUTPATIENT CENTERS. DURING THE FISCAL YEAR ENDING ON SEPTEMBER 30, 2017 WE HAD 409,695 DAYS OF INPATIENT CARE, 673,628 OUTPATIENT VISITS, 13,966 BIRTHS AND 267,430 EMERGENCY VISITS. IN ACCORDANCE WITH OUR MISSION, ORLANDO HEALTH PROVIDED EXTENSIVE CARE TO PATIENTS WITHOUT CHARGE OR AT AN AMOUNT LESS THAN OUR ESTABLISHED RATES. WE OFFER COMMUNITY EDUCATION, SCHOOL INITIATIVES AND SUPPORT GROUPS. AS A TEACHING HOSPITAL, ORLANDO HEALTH OFFERS RESIDENCY PROGRAMS DESIGNED TO TRAIN FUTURE HEALTHCARE PROFESSIONALS. WE ARE ORLANDO'S HEALTHCARE AS THE PHYSICIANS, TEAM MEMBERS AND VOLUNTEERS OF ORLANDO HEALTH UNDERSTAND THAT HEALTHCARE EXTENDS BEYOND THE WALLS OF OUR FACILITIES, THEY OFTEN CONTRIBUTE TO THE COMMUNITY BY EDUCATING OTHERS AND PROVIDING PROGRAMS AND SERVICES. SOME OF OUR COMMUNITY PROGRAMS INCLUDE: COMMUNITY OUTREACH, SPEAKERS BUREAU, SUPPORT AND EDUCATION, COMMUNITY WELLNESS SCREENINGS, COMMUNITY HEALTH FAIRS, PASTORAL OUTREACH AND SPIRITUAL CARE. MANY OF THESE ACTIVITIES BRING LITTLE OR NO PAYMENT TO OUR SYSTEM BUT ARE CONTINUED BECAUSE THEY SUPPORT OUR MISSION AND PROVIDE VALUE TO THE COMMUNITY. COMMUNITY CLINICAL SUPPORT SERVICES ORLANDO HEALTH PROVIDES ACCESS TO PRIMARY CARE SERVICES THROUGHOUT OUR MARKET AREA. IN ADDITION, WE HAVE A LONG HISTORY OF SUPPORTING THE MISSIONS OF OTHER COMMUNITY ORGANIZATIONS WHO PROVIDE PRIMARY CARE ACCESS. ORGANIZATIONS SUCH AS PRIMARY CARE ACCESS NETWORK; CENTRAL FLORIDA FAMILY HEALTH CENTER; COMMUNITY HEALTH CENTERS, INC.; HEALTH CENTERS FOR THE HOMELESS; ORANGE COUNTY HEALTH SERVICES AND SHEPARDS HOPE MEDICAL CENTERS ARE IMPORTANT TO US AND REMAIN AT THE CENTER OF THE ORLANDO HEALTH COMMUNITY BENEFIT INITIATIVE. LEVEL ONE TRAUMA CENTER ORLANDO REGIONAL MEDICAL CENTER IS PROUD TO BE HOME TO CENTRAL FLORIDA'S ONLY LEVEL ONE TRAUMA CENTER. NOT ALL HOSPITALS ARE TRAUMA CENTERS, AND NOT EVERY EMERGENCY DEPARTMENT CAN HANDLE EVERY EMERGENCY. A TRAUMA CENTER IS NOT AN EMERGENCY DEPARTMENT. A TRAUMA CENTER IS A STATE-ACCREDITED HOSPITAL FACILITY CAPABLE OF HIGHLY SPECIALIZED TREATMENT FOR THE MOST CRITICAL INJURIES. IN CENTRAL FLORIDA, THIS CARE CAN ONLY BE RECEIVED AT ORLANDO REGIONAL MEDICAL CENTER. OUR LEVEL ONE TRAUMA CENTER FEATURES A MULTIDISCIPLINARY TEAM OF BOARD CERTIFIED DOCTORS, NURSES AND TECHNICIANS READY TO TREAT THE MOST SEVERELY INJURED PATIENTS 24 HOURS A DAY, 7 DAYS A WEEK. COMPREHENSIVE TRAUMA CARE SERVICES INCLUDE DEDICATED, STATE-OF-THE-ART TRAUMA RESUSCITATION ROOMS, OPERATING ROOMS, RADIOLOGY, AND A 256-SLICE CT SCANNER. IN ADDITION TO TRAUMA CARE, THE ORLANDO HEALTH LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVE AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING IN GREATER ORLANDO. IN 2017, 4,438 TRAUMA PATIENTS WERE ADMITTED, OF WHICH 1,357 PATIENTS REQUIRED LEVEL ONE TRAUMA RESPONSES. BERT MARTIN'S CHAMPIONS FOR CHILDREN EMERGENCY DEPARTMENT & TRAUMA CENTER AT ORLANDO HEALTHS ARNOLD PALMER HOSPITAL PROVIDES LEVEL ONE TRAUMA CARE TO PEDIATRIC PATIENTS. IN 2017, THROUGH MORE THAN 53,000 VISITS, OVER 800 PEDIATRIC PATIENTS RECEIVED SPECIALIZED EMERGENCY CARE AND OUR TEAM RESPONDED TO 230 PEDIATRIC TRAUMA ALERTS. WOMEN'S AND CHILDREN'S HEALTH SERVICES THE HOWARD PHILLIPS CENTER FOR CHILDREN & FAMILIES IS A CENTER OF EXCELLENCE, HELPING CHILDREN, HEALING FAMILIES AND STRENGTHENING COMMUNITIES. THE CENTER PROVIDES HEALTHCARE TO TEENS FROM LOW INCOME FAMILIES; SUPPORT AND EDUCATION FOR NEW PARENTS SO THEY MAY BUILD BETTER LIVES FOR THEMSELVES AND THEIR CHILDREN; MUCH NEEDED THERAPEUTIC SUPPORT FOR BABIES AND TODDLERS WITH DEVELOPMENTAL DISABILITIES AND DELAYS; AND A SAFE PLACE FOR CHILDREN TO RECOVER AND HEAL FROM THE TRAUMA OF ABUSE AND NEGLECT. IN FISCAL YEAR 2017, THE HOWARD PHILLIPS CENTER FOR CHILDREN & FAMILIES SERVED 16,511 CHILDREN AND THEIR FAMILIES. RESEARCH RESEARCH IS A KEY COMPONENT IN MAKING ORLANDO HEALTH A STATE-OF-THE-ART HEALTHCARE FACILITY IN CENTRAL FLORIDA. CLOSE TO $3 MILLION IN RESEARCH WAS COMPLETED IN 2017. ADDITIONAL FUNDS ARE CONTINUALLY SECURED FOR ONGOING RESEARCH ACTIVITIES OF THE ORGANIZATION, CONTINUING TO MAKE LEADING-EDGE TREATMENTS AVAILABLE TO PATIENTS. PRESENTLY, PATIENTS WITH A VARIETY OF CANCER TYPES ARE BEING FOLLOWED ON CLINICAL TRIALS, MORE THAN HALF OF THEM ARE NEWLY ENROLLED OR IN ACTIVE TREATMENT. CLINICAL RESEARCH IS INTEGRATED INTO THE ENTIRE CURRICULUM OF THE MEDICAL EDUCATION AND RESIDENCY PROGRAM, ENABLING RESIDENTS TO LEARN ABOUT RESEARCH ON A REGULAR BASIS AND TEACHING THEM THE METHODS OF INCORPORATING RESEARCH INTO THE PRACTICE OF MEDICINE. HEALTH EDUCATION ORLANDO HEALTH IS A DESIGNATED TEACHING HOSPITAL IN CENTRAL FLORIDA AND THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND MULTIPLE FELLOWSHIP PROGRAMS; OUR COMMITMENT TO MEDICAL EDUCATION IS PART OF OUR CORE MISSION. WE SERVE AS A VALUABLE TRAINING SITE FOR MEDICAL STUDENTS FROM FLORIDA STATE UNIVERSITY, THE UNIVERSITY OF FLORIDA AND THE UNIVERSITY OF SOUTH FLORIDA, AS WELL AS FROM SCHOOLS THROUGHOUT THE UNITED STATES. ORLANDO HEALTH IS ALSO A MAJOR CLINICAL AND COMMUNITY PARTNER WITH THE UNIVERSITY OF CENTRAL FLORIDAS COLLEGE OF MEDICINE, PROVIDING FACULTY TO THE PROGRAM. NURSING AND ALLIED HEALTH PROFESSIONS IN RESPONSE TO THE NURSING AND NURSING FACULTY SHORTAGE, ORLANDO HEALTH UNDERWRITES KEY FACULTY POSITIONS AT LOCAL SCHOOLS, INCLUDING VALENCIA COMMUNITY COLLEGE, SEMINOLE STATE COLLEGE, THE UNIVERSITY OF CENTRAL FLORIDA AND W.R. BOONE HIGH SCHOOL HEALTHCARE ACADEMY. THESE PROGRAMS INCLUDE FACULTY FOR NURSING, RADIOLOGY, CARDIOVASCULAR TECHNOLOGY AND A HIGH SCHOOL HEALTHCARE ACADEMY INSTRUCTOR. CLINICAL PASTORAL EDUCATION IS ALSO PROVIDED BY THE SPIRITUAL CARE DEPARTMENT WITH A CLINICAL SET | Desc |
| Total Program Service Expenses | $1,496,067,636 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | 891 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15424 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE SPONG | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mary Farrell MD | ||||||||||
| Board member (until 7/17) | 55.0 | 0.0 | Yes (X) | $555,744 | $0 | $32,187 | ||||
| Roy Haley | ||||||||||
| Board member (until 3/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carolyn Karraker | ||||||||||
| Board member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rex V McPherson II | ||||||||||
| Board member (until 6/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dianna Morgan | ||||||||||
| Board member (until 3/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Philip Rich | ||||||||||
| Board member (until 3/17) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ray Sandhagen | ||||||||||
| Board member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Amy Saunders | ||||||||||
| Board member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Conrad Santiago | ||||||||||
| Board member, Treasurer | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Sanford C Shugart PhD | ||||||||||
| Board member, Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Brian Besanceney | ||||||||||
| Board member (Beg. 3/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| M Kathryn Garrett MD | ||||||||||
| Board member (Beg. 3/17) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Heard MD | ||||||||||
| Board member (Beg. 3/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David W Strong | ||||||||||
| President & CEO | 55.0 | 5.0 | Yes (X) | $1,702,797 | $0 | $269,183 | Yes (X) | |||
| C David Brown II | ||||||||||
| Board member, Vice Chair & Sec | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| John Cappleman MD | ||||||||||
| Board member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Aurelio Duran MD | ||||||||||
| Board member | 2.0 | 55.0 | Yes (X) | $0 | $1,303,900 | $35,167 | ||||
| Bernadette Spong | ||||||||||
| CFO | 55.0 | 8.0 | $901,177 | $0 | $118,076 | Yes (X) | ||||
| Mildred D Beam | ||||||||||
| SVP, Legal Aff & Gen Counsel | 55.0 | 0.0 | $674,128 | $0 | $79,279 | Yes (X) | ||||
| Thibaut Van Marcke De Lummen | ||||||||||
| SVP, OH & Pres, DPH | 55.0 | 0.0 | $373,309 | $0 | $43,464 | Yes (X) | ||||
| Jamal A Hakim MD | ||||||||||
| Chief Operating Officer | 55.0 | 10.0 | $1,158,180 | $0 | $129,224 | Yes (X) | ||||
| David F Huddleson | ||||||||||
| VP, Chief Compliance & Ethics | 55.0 | 0.0 | $410,972 | $0 | $57,823 | Yes (X) | ||||
| Mark A Jones | ||||||||||
| SVP, OH & President, ORMC | 55.0 | 5.0 | $677,431 | $0 | $86,271 | Yes (X) | ||||
| Kathy A Swanson | ||||||||||
| SVP, OH & Pres, APMC | 55.0 | 2.0 | $664,019 | $0 | $94,605 | Yes (X) | ||||
| John Richard Schooler | ||||||||||
| VP, Chief Information Officer | 55.0 | 3.0 | $786,145 | $0 | $93,245 | Yes (X) | ||||
| Karen L Frenier | ||||||||||
| SVP, OH & Pres,SSH | 55.0 | 0.0 | $491,996 | $0 | $77,441 | Yes (X) | ||||
| Nancy G Dinon | ||||||||||
| VP, Human Resources | 55.0 | 0.0 | $601,226 | $0 | $81,767 | Yes (X) | ||||
| Erick R Hawkins | ||||||||||
| SVP, Strategic Management | 55.0 | 2.0 | $653,966 | $0 | $75,638 | Yes (X) | ||||
| John W Bozard | ||||||||||
| SVP, OH & PRES, APMCF & OHF | 25.0 | 30.0 | $402,635 | $402,635 | $47,662 | Yes (X) | ||||
| Mark E Sand MD | ||||||||||
| FR BRD MEMBER (TRM END 7/15) | 0.0 | 0.0 | $0 | $1,163,691 | $27,345 | Yes (X) | ||||
| Paul A Goldstein | ||||||||||
| VP,FIN & ADMIN | 0.0 | 0.0 | $287,494 | $0 | $16,247 | Yes (X) | ||||
| Cynthia A Powell MD | ||||||||||
| SVP, OH | 0.0 | 0.0 | $0 | $386,055 | $15,211 | Yes (X) | ||||
| Karl W Hodges | ||||||||||
| VP | 0.0 | 0.0 | $264,348 | $0 | $11,647 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,605,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,256,281 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,391,482 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 549 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRASFIELD GORRIE LLC | |||||
| 3021 7TH AVENUE S | BIRMINGHAM | AL | 35233 | CONSTRUCTION SERVICE | $11,210,921 |
| AVI FOODSYSTEMS INC | |||||
| 2590 ELM RD NE | WARREN | OH | 44483 | FOOD SERVICES | $11,204,182 |
| ALLSCRIPTS HEALTHCARE LLC | |||||
| 8529 SIX FORKS RD | RALEIGH | NC | 27615 | COMPUTER SERVICES | $8,394,706 |
| VARIAN MEDICAL SYSTEMS INC | |||||
| 3100 HANSEN WAY | PALO ALTO | CA | 94304 | MAINTENANCE & REPAIR | $7,115,303 |
| J ROBINSON GROUP LLC | |||||
| 1416 LAKE SHORE DR | ORLANDO | FL | 32803 | CONSULTING SERVICES | $5,833,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 325 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $7,203,502 | RelatedOrganizationsAmt |
| Government Grants | $822,650 | GovernmentGrantsAmt |
| All Other Contributions | $4,409,249 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $12,435,401 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621990 | $2,038,258,639 | $2,028,182,802 | $10,075,837 | $0 |
| MANAGEMENT FEES | 900099 | $9,733,220 | $9,733,220 | $0 | $0 |
| FITNESS CENTER | 713940 | $1,596 | $0 | $1,596 | $0 |
| OTHER PROGRAM SERVICE REVENUE | 621990 | $94,205,857 | $93,664,456 | $541,401 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,142,199,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,997,700 | TotalRevenueColumnAmt |
| Exclusion | $21,997,700 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $430,283 | TotalRevenueColumnAmt |
| Exclusion | $430,283 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,462 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,462 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,382,033 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,028,614 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,353,419 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,353,419 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $221,252 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,132,167 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $286,626,894 | SecuritiesAmt |
| Other | $20,745,297 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,541,413 | SecuritiesAmt |
| Other | $7,186,970 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,085,481 | SecuritiesAmt |
| Other | $13,558,327 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,643,808 | TotalRevenueColumnAmt |
| Exclusion | $16,643,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PARKING GARAGE | 621990 | $42,280 | $0 | $0 | $42,280 |
| PHYSICIANS ANSWERING SERVICE | 567499 | $415,490 | $0 | $415,490 | $0 |
| INFANT PICTURE CONTRACT | 900099 | $67,200 | $0 | $67,200 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $524,970 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,195,586,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,131,580,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,324,238 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,246,238 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,501 | TotalAmt |
| Program Services | $1,588,501 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,485,532 | TotalAmt |
| Program Services | $3,049,052 | ProgramServicesAmt |
| Management And General | $5,436,480 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,629,421 | TotalAmt |
| Program Services | $567,277,017 | ProgramServicesAmt |
| Management And General | $126,301,316 | ManagementAndGeneralAmt |
| Fundraising | $4,051,088 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,898,466 | TotalAmt |
| Program Services | $22,691,695 | ProgramServicesAmt |
| Management And General | $5,191,083 | ManagementAndGeneralAmt |
| Fundraising | $15,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,358,731 | TotalAmt |
| Program Services | $102,923,675 | ProgramServicesAmt |
| Management And General | $23,764,500 | ManagementAndGeneralAmt |
| Fundraising | $670,556 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,169,592 | TotalAmt |
| Program Services | $43,921,735 | ProgramServicesAmt |
| Management And General | $9,002,460 | ManagementAndGeneralAmt |
| Fundraising | $245,397 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,978 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,978 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,804,728 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,804,728 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,463 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $359,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,969 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $358,969 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,842 | TotalAmt |
| Fundraising | $31,842 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,626 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $283,626 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,145,469 | TotalAmt |
| Program Services | $92,191,744 | ProgramServicesAmt |
| Management And General | $35,823,418 | ManagementAndGeneralAmt |
| Fundraising | $130,307 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,898,587 | TotalAmt |
| Program Services | $8,312,485 | ProgramServicesAmt |
| Management And General | $8,514,277 | ManagementAndGeneralAmt |
| Fundraising | $71,825 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,773,778 | TotalAmt |
| Program Services | $28,474,608 | ProgramServicesAmt |
| Management And General | $6,805,865 | ManagementAndGeneralAmt |
| Fundraising | $493,305 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,244,464 | TotalAmt |
| Program Services | $14,820,668 | ProgramServicesAmt |
| Management And General | $29,189,921 | ManagementAndGeneralAmt |
| Fundraising | $233,875 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,461,840 | TotalAmt |
| Program Services | $67,852,431 | ProgramServicesAmt |
| Management And General | $28,110,553 | ManagementAndGeneralAmt |
| Fundraising | $498,856 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342,589 | TotalAmt |
| Program Services | $2,009,477 | ProgramServicesAmt |
| Management And General | $1,135,564 | ManagementAndGeneralAmt |
| Fundraising | $197,548 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,819 | TotalAmt |
| Program Services | $425,592 | ProgramServicesAmt |
| Management And General | $182,179 | ManagementAndGeneralAmt |
| Fundraising | $51,048 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,588,124 | TotalAmt |
| Program Services | $29,818,382 | ProgramServicesAmt |
| Management And General | $6,769,742 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,451,917 | TotalAmt |
| Program Services | $87,570,553 | ProgramServicesAmt |
| Management And General | $19,876,343 | ManagementAndGeneralAmt |
| Fundraising | $5,021 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,245,008 | TotalAmt |
| Program Services | $20,144,691 | ProgramServicesAmt |
| Management And General | $100,317 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $350,246,832 | $350,246,832 | $0 | $0 |
| PATIENT MED ASST TRUST FUND | $23,516,535 | $23,516,535 | $0 | $0 |
| ELIGIBILITY FEES | $22,524,062 | $22,524,062 | $0 | $0 |
| DISCHARGE SUPPORT | $5,741,398 | $5,741,398 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,608,750 | TotalAmt |
| Program Services | $966,503 | ProgramServicesAmt |
| Management And General | $5,413,766 | ManagementAndGeneralAmt |
| Fundraising | $228,481 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,823,425,021 | TotalAmt |
| Program Services | $1,496,067,636 | ProgramServicesAmt |
| Management And General | $320,432,548 | ManagementAndGeneralAmt |
| Fundraising | $6,924,837 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,683,449 | BOYAmt |
| EOY | $144,008,255 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,080,332 | BOYAmt |
| EOY | $192,139,900 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,485,240 | BOYAmt |
| EOY | $254,281,560 | 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 |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,109,727 | BOYAmt |
| EOY | $48,183,904 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,095,197 | BOYAmt |
| EOY | $34,053,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,696,377,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,605,532,383 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,241,360 | BOYAmt |
| EOY | $1,090,844,687 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,522,017 | BOYAmt |
| EOY | $1,172,312,905 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,991,191 | BOYAmt |
| EOY | $31,973,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,271,997 | BOYAmt |
| EOY | $246,484,378 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,480,510 | BOYAmt |
| EOY | $3,214,282,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,557,065 | BOYAmt |
| EOY | $289,219,392 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,273 | BOYAmt |
| EOY | $2,444,566 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,416,810 | BOYAmt |
| EOY | $806,802,748 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $10,690,704 | BOYAmt |
| EOY | $26,667,953 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,393,268 | BOYAmt |
| EOY | $210,801,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,472,120 | BOYAmt |
| EOY | $1,335,935,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,468,640,330 | BOYAmt |
| EOY | $1,778,681,640 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,696,515 | BOYAmt |
| EOY | $98,908,632 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,545 | BOYAmt |
| EOY | $756,719 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,008,390 | BOYAmt |
| EOY | $1,878,346,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,480,510 | BOYAmt |
| EOY | $3,214,282,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $372,161,334 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,998,984 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$116,821,717 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $72,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $358,969 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $430,969 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1b | FormAndLineReferenceDesc |
| Explanation | PAID STAFF OR MANAGEMENT ASSESSING CURRENT STATE AND FEDERAL LEGISLATION WITH CONSULTANTS WHO ADVISE HOW THE LEGISLATION WOULD AFFECT THE ORGANIZATION TOTALING $192,079. AMOUNTS REPORTED FROM VARIOUS HOSPITAL AND HEALTHCARE MEMBERSHIPS OF DUES USED FOR LOBBYING ACTIVITIES TOTALING $166,890. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,942,285 | BeginningYearBalanceAmt |
| Contributions | $1,393,819 | ContributionsAmt |
| Investment Earnings Or Losses | $2,937,429 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $42,423 | AdministrativeExpensesAmt |
| End Year Balance | $31,231,110 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,569,881 | BeginningYearBalanceAmt |
| Contributions | $2,338,450 | ContributionsAmt |
| Investment Earnings Or Losses | $1,073,988 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $40,034 | AdministrativeExpensesAmt |
| End Year Balance | $26,942,285 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,001,882 | BeginningYearBalanceAmt |
| Contributions | $532,938 | ContributionsAmt |
| Investment Earnings Or Losses | -$885,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $79,261 | AdministrativeExpensesAmt |
| End Year Balance | $23,569,881 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,643,008 | BeginningYearBalanceAmt |
| Contributions | $6,820 | ContributionsAmt |
| Investment Earnings Or Losses | $2,460,598 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $108,544 | AdministrativeExpensesAmt |
| End Year Balance | $24,001,882 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,882,842 | BeginningYearBalanceAmt |
| Contributions | $280,543 | ContributionsAmt |
| Investment Earnings Or Losses | $3,565,773 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $86,150 | AdministrativeExpensesAmt |
| End Year Balance | $21,643,008 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.02420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,575,538 | OtherCostOrOtherBasisAmt |
| Book Value | $66,575,538 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $915,057,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $393,319,174 | DepreciationAmt |
| Book Value | $521,738,731 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,996,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $40,996,381 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,600,301,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,189,691,280 | DepreciationAmt |
| Book Value | $410,609,740 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,446,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,521,929 | DepreciationAmt |
| Book Value | $50,924,297 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,090,844,687 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE LIFE INS | $35,585,725 |
| INVESTMENT IN RELATED PARTIES | $14,625,852 |
| MEDICAL MALPRACTICE RECOVERIES | $6,156,736 |
| LONG TERM DEPOSITS | $8,483,069 |
| GIFT ANNUITY TRUST | $3,635,314 |
| CONTRIBUTIONS RECEIVABLE | $522,557 |
| CAP ACCUM/DEF COMP BENEFITS | $11,394,936 |
| DUE FROM AFFILIATES | $145,022,899 |
| EXEC DEFERRED COMP 457B | $20,957,290 |
| WORKERS COMP SURETY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $246,484,378 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT LIABILITY | $698,896 |
| LT-LIAB CAP/ACCUM DEF COMP | $11,394,936 |
| DEBT GUARANTEE - S. LAKE BONDS | $1,152,000 |
| SWAP LIABILITIES | $35,917,053 |
| PROFESSIONAL AND GENERAL LIABILITY | $131,472,418 |
| LT-DUE TO AFFILIATES | $6,519,121 |
| PHYSICIAN LOAN RESERVE | $67,676 |
| LT-LIAB EXEC DEF COMP 457B | $20,957,290 |
| OTHER LIABILITIES | $2,621,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $210,801,140 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE RESTRICTED AS TO PURPOSE, TIME OR BOTH IN ACCORDANCE WITH DONOR SPECIFICATIONS MADE AT TIME OF CONTRIBUTIONS. ORLANDO HEALTH 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 | 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, 2017 AND 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | Program services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CAPTIVE INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $65,704 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $65,704 | SubtotalSpentAmt |
| Total Spent | $65,704 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TSM DONOR ENGAGEMENT TEAM INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 COMMERCE DR | AddressLine1Txt |
| City | FREEDOM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SOLICITING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $31,842 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $31,842 | TotalRetainedByContractorsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DISTINGUISHING PYMT FOR PROF. FUNDRAISING SERVICE FROM EXP PYMT OR REIMB | FormAndLineReferenceDesc |
| Explanation | SCHEDULE G, PART I, COL V PLEDGE COMMITMENTS ARE GENERATED VIA TELEPHONE BY TSM DONOR ENGAGEMENT TEAM WITH PLEDGE PAYMENT BEING MADE DIRECTLY TO ORLANDO HEALTH FOUNDATION BY THE DONOR. THE FEE RETAINER AT CONTRACT SIGNING IS AN ESTIMATE WITH FINAL AMOUNT BASED UPON PLEDGE COMMITMENTS SECURED. THE CONTRIBUTIONS ARE MADE IN FULL TO ORLANDO HEALTH FOUNDATION, BUT THE EXPENSE IS PAID BY ORLANDO HEALTH. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $87,577,887 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $87,577,887 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04800 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $305,159,702 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $224,534,783 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $80,624,919 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04420 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,080,479 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,776,016 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $304,463 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $394,818,068 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $226,310,799 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $168,507,269 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09240 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,470,815 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $802,844 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,667,971 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01410 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,441,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,290,676 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $46,150,324 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02530 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,891,798 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,891,798 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,442,599 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,442,599 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $89,246,212 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,093,520 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $76,152,692 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04180 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $484,064,280 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $239,404,319 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $244,659,961 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13420 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $246,622 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $246,622 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $246,622 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $246,622 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $100,277,106 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $261,987,252 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $279,425,570 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$17,438,318 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 5 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (5 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc | Childrens HospitalChildrensHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH | |||||||||||||
| 1 | 1414 KUHL AVENUE | ORLANDO | FL | 32806 | SEE SUPPLEMENTAL INFORMATION FOR WEBSITE | 4393 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||
| WINNIE PALMER HOSP FOR WOMEN & BABIES | |||||||||||||
| 2 | 83 W MILLER STREET | ORLANDO | FL | 32806 | SEE SUPPLEMENTAL INFORMATION FOR WEBSITE | 4393 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | NEONATAL UNIT | |
| DR P PHILLIPS HOSPITAL | |||||||||||||
| 3 | 9400 TURKEY LAKE ROAD | ORLANDO | FL | 32819 | SEE SUPPLEMENTAL INFORMATION FOR WEBSITE | 4393 | Yes (X) | Yes (X) | Yes (X) | A | |||
| ARNOLD PALMER HOSPITAL FOR CHILDREN | |||||||||||||
| 4 | 92 W MILLER | ORLANDO | FL | 32806 | SEE SUPPLEMENTAL INFORMATION FOR WEBSITE | 4393 | Yes (X) | Yes (X) | Yes (X) | A | Yes (X) | ||
| SOUTH SEMINOLE HOSPITAL | |||||||||||||
| 5 | 555 W SR 434 | LONGWOOD | FL | 32279 | SEE SUPPLEMENTAL INFORMATION FOR WEBSITE | 4393 | Yes (X) | Yes (X) | Yes (X) | A | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | see supplemental info | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | false | StrategyPostedWebsiteInd |
| Strategy Attached | Yes (true) | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SUPPLEMENTAL INFO | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE SUPPLEMENTAL INFO | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION A | Main Website: http://www.orlandohealth.com Orlando Health Orlando Regional Medical Center: http://www.orlandohealth.com/facilities/orlando-regional-medical-center Orlando Health Winnie Palmer Hospital for Women & Babies: http://www.winniepalmerhospital.com/ Orlando Health Arnold Palmer Hospital for Children: http://www.arnoldpalmerhospital.com/ Orlando Health Dr. P. Phillips Hospital: http://www.orlandohealth.com/facilities/dr-p-phillips-hospital Orlando Health South Seminole Hospital: http://www.orlandohealth.com/facilities/south-seminole-hospital |
| PART V, SECTION B, Line 3j | the following responses apply to all facilities within the group, unless otherwise noted. AS PART OF THE SECONDARY DATA, HOSPITAL HOT SPOTTING DATA WAS ALSO INCLUDED IN OUR CHNA. PATIENT DATA FROM HOSPITALS REPRESENTED IN THE CHNA ALLOWED LOCATION ANALYSIS AND MAPPING OF LOCAL "HOT SPOTS" WITH HIGH NUMBERS OF UNINSURED VISITS OVER-UTILIZING THE HEALTHCARE SYSTEM. |
| PART V, SECTION B, Line 5 | The following responses apply to all facilities within the group, unless otherwise noted. FOR OUR 2016 COMMUNITY HEALTH NEEDS ASSESSMENT, WE CONTRACTED IMPACT PARTNERS, LLC (IP). IP CONDUCTS COMMUNITY ENGAGEMENT/ASSESSMENT PROJECTS ACROSS THE UNITED STATES. RECOGNIZING EACH COMMUNITY IS UNIQUE, IPS APPROACH TO BETTER UNDERSTANDING A COMMUNITYS NEED IS ALIGNED WITH THE SOCIAL-ECOLOGICAL MODEL. THE MODEL IS A COMPREHENSIVE APPROACH TO HEALTH AND URBAN PLANNING THAT NOT ONLY ADDRESSES A COMMUNITYS OR INDIVIDUALS RISK FACTORS, BUT ALSO THE NORMS, BELIEFS, AND SOCIAL AND ECONOMIC SYSTEMS THAT CREATE THE CONDITIONS FOR POOR COMMUNITY HEALTH OUTCOMES. IP WORKED TO BUILD ON TOP OF THE FIRST CHNA CONDUCTED IN 2013. DURING THE CHNA PROCESS, INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY WAS TAKEN INTO ACCOUNT. PRIMARY DATA INCLUDED SURVEYS DISTRIBUTED TO BOTH PROVIDERS AND CONSUMERS, IN-DEPTH INTERVIEWS WITH COMMUNITY STAKEHOLDERS, AND COMMUNITY CONVERSATIONS WITHIN THE CENTRAL FLORIDA COMMUNITY. ON BEHALF OF THE HOSPITAL, IP WORKED WITH REPRESENTATIVES FROM ALL THE HOSPITALS AND HEALTH DEPARTMENTS THAT PARTICIPATED IN THE ASSESSMENT TO ENSURE PERSONS THAT PROVIDED INPUT WERE REPRESENTATIVE OF THE COMMUNITY. BROAD POPULATIONS INCLUDING THE ELDERLY, MEDICAL UNDERSERVED, MINORITY GROUPS, AND LOW-INCOME POPULATIONS WERE REPRESENTED. THE CONSUMER SURVEY WAS DISTRIBUTED BOTH IN HARD COPY AND VIA SURVEY MONKEY WITH A TOTAL OF 1,698 RESPONSES. AFTER DATA SCREENING, 1,235 RESPONSES WERE ANALYZED. THE PROVIDER SURVEY WAS DISTRIBUTED ELECTRONICALLY AND INCLUDED RESPONSES FROM 145 PARTICIPANTS. THE QUESTIONS WERE MOSTLY OPEN-ENDED AND EXPLORED RESPONDENTS VIEWS ON THE COMMUNITYS DEFICITS GIVEN A HOLISTIC DEFINITION OF A HEALTHY COMMUNITY, ISSUES RELATED TO HEALTHCARE SERVICES AND FORCES OF CHANGE IN THE COMMUNITY. STAKEHOLDER IN-DEPTH INTERVIEWS WERE CONDUCTED WITH 17 COMMUNITY STAKEHOLDERS DURING THE FALL OF 2015. EACH INTERVIEW LASTED AN AVERAGE OF 65 MINUTES. OF THE 17 STAKEHOLDERS 10 SELF-IDENTIFIED AS WHITE, TWO AS BLACK/AFRICAN AMERICAN, ONE AS BLACK, ONE AS BLACK HAITIAN, ONE AS LATINO AND TWO AS WHITE/LATINO. NINE OF THE STAKEHOLDERS ARE FEMALE AND EIGHT MALE. THE SECTORS REPRESENTED ARE ER PHYSICIAN, GOVERNMENT, FOOD SECURITY, HISPANIC HEALTH, DEPARTMENT OF CHILDREN & FAMILIES, HEALTHCARE, LAW ENFORCEMENT, FEDERALLY QUALIFIED HEALTH CENTER, HOMELESSNESS, BEHAVIORAL HEALTH, FAITH COMMUNITY, URBAN LEAGUE, SPECIALTY CARE, EDUCATION, COMMUNITY CONVENER, AGING, AND BUSINESS. BASIC INFORMATION ABOUT EACH STAKEHOLDER IS OUTLINED IN TABLE 5.1 OF THE CHNA. SIX COMMUNITY CONVERSATIONS TOOK PLACE WITH A TOTAL OF 102 PARTICIPANTS. MORE DETAILS REGARDING QUESTIONS ASKED AND PARTICIPANTS CAN BE FOUND ON PAGES 329 THROUGH 363 OF THE CHNA. |
| PART V, SECTION B, LINE 6a | The following responses apply to all facilities within the group, unless otherwise noted. ORLANDO HEALTH: ARNOLD PALMER MEDICAL CENTER (ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN & BABIES), ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL, ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (ORLANDO HEALTH UF HEALTH CANCER CENTER), ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL AND SOUTH LAKE HOSPITAL IN AFFILIATION WITH ORLANDO HEALTH. FLORIDA HOSPITAL: FLORIDA HOSPITAL ALTAMONTE, FLORIDA HOSPITAL APOPKA, FLORIDA HOSPITAL CELEBRATION HEALTH, FLORIDA HOSPITAL EAST ORLANDO, FLORIDA HOSPITAL FOR CHILDREN, FLORIDA HOSPITAL KISSIMMEE, FLORIDA HOSPITAL ORLANDO, FLORIDA HOSPITAL WATERMAN, WINTER PARK MEMORIAL HOSPITAL ASPIRE HEALTH PARTNERS: KENNEDY PLAZA, LAKESIDE PLACE APARTMENTS, PRINCETON PLAZA, RESIDENTIAL PLAZA |
| PART V, SECTION B, LINE 6b | FLORIDA DEPARTMENT OF HEALTH IN LAKE COUNTY FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY FLORIDA DEPARTMENT OF HEALTH IN OSCEOLA COUNTY FLORIDA DEPARTMENT OF HEALTH IN SEMINOLE COUNTY PART V, SECTION B, LINE 7A http://www.orlandohealth.com/about-us/community-involvement/community-bene fit |
| PART V, SECTION B, LINE 11 | FOR NEARLY 100 YEARS, ORLANDO HEALTH HAS BEEN SERVING THE CENTRAL FLORIDA REGION. DEDICATED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES, ORLANDO HEALTH IS CONSTANTLY EMPLOYING EFFORTS TO IMPROVE HEALTH IN THE COMMUNITY AND INCREASE ACCESS TO CARE. IN SUPPORT OF OUR COMMUNITY BENEFIT EFFORTS, WE RECOGNIZE THE IMPORTANCE OF WORKING WITH COMMUNITY ORGANIZATIONS. AS A RESULT, ORLANDO HEALTH ACTIVELY COLLABORATES WITH LOCAL ORGANIZATIONS AND GROUPS IN ORDER TO MAKE A DIFFERENCE IN THE HEALTH AND QUALITY OF LIFE IN CENTRAL FLORIDA. IN FISCAL YEAR 2017 WE PROVIDED INTERVENTIONS FOR SELECTED HEALTH NEEDS IN AN EFFORT TO IMPROVE THE HEALTH STATUS OF RESIDENTS IN OUR COMMUNITY WHILE PARTICIPATING IN OUR NEXT CHNA CYCLE. OUR 2016 CHNA WAS DONE IN COLLABORATION WITH THE ORGANIZATIONS BELOW: FLORIDA HOSPITAL: FLORIDA HOSPITAL ALTAMONTE, FLORIDA HOSPITAL APOPKA, FLORIDA HOSPITAL CELEBRATION HEALTH, FLORIDA HOSPITAL EAST ORLANDO, FLORIDA HOSPITAL FOR CHILDREN, FLORIDA HOSPITAL KISSIMMEE, FLORIDA HOSPITAL ORLANDO, FLORIDA HOSPITAL WATERMAN, WINTER PARK MEMORIAL HOSPITAL ASPIRE HEALTH PARTNERS: KENNEDY PLAZA, LAKESIDE PLACE APARTMENTS, PRINCETON PLAZA, RESIDENTIAL PLAZA FLORIDA DEPARTMENT OF HEALTH IN LAKE COUNTY FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY FLORIDA DEPARTMENT OF HEALTH IN OSCEOLA COUNTY FLORIDA DEPARTMENT OF HEALTH IN SEMINOLE COUNTY FOLLOWING OUR PARTICIPATION IN THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA); ORLANDO HEALTH IS DEVELOPING NEW AND IS ENHANCING ESTABLISHED COMMUNITY BENEFIT PROGRAMS THAT ADDRESS HEALTH NEEDS IDENTIFIED THROUGH THE CHNA. IN SELECTING THE NEEDS TO ADDRESS FROM THE CHNA, A NUMBER OF FACTORS WERE TAKEN INTO CONSIDERATION INCLUDING, BUT NOT LIMITED TO: INDIVIDUAL ORLANDO HEALTH DATA; COMMUNITY AND HOSPITAL ASSETS; ABILITY TO IMPACT AN ISSUE; CURRENT COMMUNITY BENEFIT EFFORTS; COMMUNITY PARTNERSHIPS; AND OPPORTUNITIES FOR COLLABORATION. WE ALSO TOOK INTO CONSIDERATION THE COUNTY WHERE EACH HOSPITAL IS LOCATED. ARNOLD PALMER MEDICAL CENTER (ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN & BABIES), ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL AND ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (ORLANDO HEALTH UF HEALTH CANCER CENTER) ARE LOCATED IN ORANGE COUNTY. MEANWHILE ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL IS IN SEMINOLE COUNTY AND SOUTH LAKE HOSPITAL IN AFFILIATION WITH ORLANDO HEALTH IS LOCATED IN LAKE COUNTY. BASED ON OUR PROCESS WE SELECTED ACCESS TO CARE AS OUR PRIORITY HEALTH NEED FROM THE 2016 CHNA. IN AN EFFORT TO MAXIMIZE RESOURCES AVAILABLE FOR ADDRESSING ACCESS TO CARE, ORLANDO HEALTH DETERMINED THAT THE FOLLOWING ISSUES WOULD NOT BE EXPLICITLY INCLUDED IN OUR IMPLEMENTATION STRATEGY. HOWEVER, ORLANDO HEALTH DOES PROVIDE SUPPORT AND SERVICES FOR SEVERAL OF THE REMAINING HEALTH NEEDS. AT THE TIME OF PRIORITIZATION WE TOOK INTO ACCOUNT THE LEVEL TO WHICH SOME OF THE NEEDS WERE ALREADY BEING ADDRESSED IN THE SERVICE AREA ALONG WITH WHETHER THE IDENTIFIED NEED FALLS OUT OF THE SCOPE OF OUR EXPERTISE AND RESOURCES. FOR THE NEEDS WE DID NOT SELECT WE WILL CONTINUE TO PROVIDE SUPPORT AND SERVICES WHERE APPROPRIATE. IN ADDITION, MANY OF THE NEEDS LISTED BELOW WILL BE IMPACTED BY OUR FOCUS ON ACCESS TO CARE. WITH OUR EFFORTS BEING CONCENTRATED ON ACCESS TO CARE WE ARE ABLE TO SUPPORT OUR COMMUNITY IN MULTIPLE ARENAS INSTEAD OF BEING LIMITED TO ONE CONDITION OR NEED. THIS FLEXIBILITY WILL HELP US TO BETTER SERVE THE MOST UNDERSERVED AND VULNERABLE POPULATIONS IN OUR COMMUNITY. ORANGE COUNTY HOSPITALS: (NEEDS THAT WONT BE EXPLICITLY ADDRESSED) - HEART DISEASE - DIABETES - STI/HIV - SUBSTANCE ABUSE (HEROIN) - MATERNAL AND CHILD HEALTH - UNINSURED RATES - HOUSING SECURITY - FOOD SECURITY - DISABILITY/INJURY PREVENTION - POOR TRANSPORTATION - CANCER - OBESITY - SENIOR MOBILITY/FALLS SEMINOLE COUNTY HOSPITALS: (NEEDS THAT WONT BE EXPLICITLY ADDRESSED) - DIABETES - HEART DISEASE - MENTAL HEALTH - CANCER - HOMELESSNESS/AFFORDABLE HOUSING - POVERTY - FOOD SECURITY - PREMATURITY/INFANT MORTALITY - ASTHMA - SENIOR SAFETY AND MOBILITY - POOR TRANSPORTATION HEART DISEASE OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING HEART DISEASE. WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR HEART DISEASE AND WORK WITH COMMUNITY ORGANIZATIONS LIKE THE AMERICAN HEART ASSOCIATION. WE ALSO HAVE PROVIDED GRANT FUNDING TO ORGANIZATIONS THAT ARE ADDRESSING HEART DISEASE. DIABETES OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING DIABETES. WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR DIABETES AND WORK WITH COMMUNITY ORGANIZATIONS LIKE THE AMERICAN DIABETES ASSOCIATION AND THE UNIVERSITY OF FLORIDA HEALTH EXTENSION SERVICES. WE ALSO HAVE PROVIDED GRANT FUNDING TO ORGANIZATIONS THAT ARE ADDRESSING DIABETES. STI/HIV OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE PROVIDE IN THE FUTURE REGARDING STI/HIV. WE WILL CONTINUE TO PROVIDE EXISTING SERVICES FOR SEXUALLY TRANSMITTED INFECTIONS AND WORK WITH OUR INFECTIOUS DISEASE PHYSICIAN PRACTICE AND COMMUNITY ORGANIZATIONS TO ADDRESS THIS NEED. SUBSTANCE ABUSE (HEROIN) OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE DO IN THE FUTURE REGARDING SUBSTANCE ABUSE. WE WILL CONTINUE TO PROVIDE EXISTING SERVICES FOR SUBSTANCE ABUSE AND WORK WITH COMMUNITY ORGANIZATIONS LIKE ASPIRE HEALTH PARTNERS. HOWEVER, FUNDING OPPORTUNITIES ARE VERY LIMITED IN THIS AREA. MATERNAL AND CHILD HEALTH OUR FOCUS ON ACCESS TO CARE WILL IMPACT WHAT ADDITIONAL SUPPORT WE PROVIDE REGARDING MATERNAL AND CHILD HEALTH. WE WILL CONTINUE TO PROVIDE EXISTING PROGRAMS AND SERVICES AND WORK WITH COMMUNITY ORGANIZATIONS LIKE HEALTHY START AND MARCH OF DIMES. WE HAVE ALSO PROVIDED GRANT FUNDING TO ORGANIZATIONS AND TEAM MEMBERS THAT ARE ADDRESSING THE NEED OF MATERNAL AND CHILD HEALTH. UNINSURED RATES OUR FOCUS ON ACCESS TO CARE MAY IMPACT THIS NEED. WHILE WE DID NOT DIRECTLY SELECT THIS NEED, THE COMMUNITY EDUCATION AND OUTREACH WE PROVIDE HELPS SUPPORT THE NEED. WE WILL CONTINUE TO SUPPORT ORGANIZATIONS AND EFFORTS THAT ADDRESS THE MATTER INCLUDING THE PROMOTION OF OPEN ENROLLMENT. HOUSING SECURITY AS A HEALTHCARE SYSTEM, WE DO NOT HAVE THE EXPERTISE OR RESOURCES TO EFFECTIVELY ADDRESS THIS NEED. HOWEVER, WE CURRENTLY PROVIDE SUPPORT WHERE APPROPRIATE AND WORK WITH COMMUNITY ORGANIZATIONS THAT FOCUS ON THIS NEED. FOOD SECURITY OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING FOOD SECURITY. WE CURRENTLY WORK WITH COMMUNITY ORGANIZATIONS LIKE THE SECOND HARVEST FOOD BANK AND HEALTHY KIDS AND PARTICIPATE IN THE HEALTH AND HUNGER TASK FORCE. WE ALSO HAVE PROVIDED GRANT FUNDING TO SUPPORT THIS NEED. DISABILITY/INJURY PREVENTION OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING THIS NEED. WE CURRENTLY PROVIDE PROGRAMS AND EDUCATION TO THE COMMUNITY ON THIS MATTER AND WORK WITH COMMUNITY ORGANIZATIONS. POOR TRANSPORTATION IT IS OUR HOPE THAT OUR FOCUS ON ACCESS TO CARE WILL ALSO HELP ADDRESS THE TRANSPORTATION ISSUES IN OUR COMMUNITY. WE CURRENTLY PROVIDE ASSISTANCE TO OUR UNDERSERVED PATIENTS THAT FACE TRANSPORTATION BARRIERS. IN ADDITION, WE WORK WITH COMMUNITY ORGANIZATIONS LIKE SUNRAIL AND LYNX ON THIS MATTER. CANCER - OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING CANCER. WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR CANCER AND WORK WITH COMMUNITY ORGANIZATIONS LIKE THE AMERICAN CANCER SOCIETY. OBESITY - OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING OBESITY. WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR OBESITY AND WORK WITH COMMUNITY ORGANIZATIONS LIKE HEBNI NUTRITION, THE AMERICAN HEART ASSOCIATION AND THE AMERICAN DIABETES ASSOCIATION. SENIOR MOBILITY/FALLS - OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE SUPPORT IN THE FUTURE REGARDING THIS NEED. WE CURRENTLY PROVIDE PROGRAMS AND EDUCATION TO THE COMMUNITY ON THIS MATTER AND WORK WITH COMMUNITY ORGANIZATIONS. MENTAL HEALTH OUR FOCUS ON ACCESS TO CARE WILL HELP SHAPE WHAT WE DO IN THE FUTURE REGARDING MENTAL HEALTH. WE WILL CONTINUE TO PROVIDE EXISTING SERVICES FOR MENTAL HEALTH AND WORK WITH COMMUNITY ORGANIZATIONS LIKE ASPIRE HEALTH PARTNERS. HOWEVER, FUNDING OPPORTUNITIES ARE VERY LIMITED IN THIS AREA. HOMELESSNESS/AFFORDABLE HOUSING WE SUPPORT COMMUNITY PARTNERS THAT FOCUS ON THIS ISSUE IN OUR COMMUNITY INCLUDING THE COMMISSION ON HOMELESSNESS AND COALITION FOR THE HOMELESS. THROUGH OUR FOCUS ON ACCESS TO CARE WE WILL CONTINUE TO SUPPORT TO THE HOMELESS POPULATION. POVERTY AS A HEALTHCARE SYSTEM, WE DO NOT HAVE THE EXPERTISE OR RESOURCES TO EFFECTIVELY ADDRESS THIS NEED. HOWEVER, WE CURRENTLY PROVIDE SUPPORT WHERE APPROPRIATE AND WORK WITH COMMUNICATION ORGANIZATIONS LIKE LIFT ORLANDO THAT FOCUS ON THIS NEED. PREMATURITY/INFANT MORTALITY OUR FOCUS ON ACCESS TO CARE WILL IMPACT WHAT ADDITIONAL WE PROVIDE REGARDING MATERNA |
| PART V, SECTION B, LINE 16a | https://www.orlandohealth.com/-/media/files/financial-assistance-policy-10 01-march-2018-final.pdf?la=enla=en |
| PART V, SECTION B, LINE 16b | https://www.orlandohealth.com/-/media/files/financial-files/5909-84281.pdf ?la=en |
| PART V, SECTION B, LINE 16c | https://www.orlandohealth.com/-/media/files/orlando-health/patients-and-vi sitors/patient-financial-resources/4610-124849.pdf?la=en |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | THE AMOUNTS OF COSTS REPORTED ON LINE 7 PART I OF SCHEDULE H WERE DETERMINED BY UTILIZATION OF A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 AS CONTAINED IN THE SCHEDULE H INSTRUCTIONS. |
| PART I, LINE 7, COLUMN F | BAD DEBT WAS REPORTED AS AN OFFSET TO PATIENT REVENUE AND NOT ON PART IX. THEREFORE, FORM 990, PART IX, LINE 25 DID NOT INCLUDE BAD DEBT EXPENSE. |
| PART II | THE PRIMARY PURPOSE OF ORLANDO HEALTHS COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE HEALTH IN THE CENTRAL FLORIDA COMMUNITY. ORLANDO HEALTH MAY RECRUIT OR ASSIST IN THE RECRUITMENT OF PHYSICIANS WHEN A NEED IS IDENTIFIED TO BRING A MEDICAL SERVICE OR PROVIDER TO THE AREA, TO MAINTAIN THE DELIVERY OF HEALTHCARE AS PHYSICIAN ATTRITION OCCURS DUE TO RETIREMENT, DISABILITY, RELOCATION OR OTHER PERTINENT REASONS. A COMMUNITY NEED MUST BE DETERMINED BEFORE ORLANDO HEALTH WILL ENGAGE IN THE RECRUITMENT OF A PHYSICIAN OR ASSIST IN THE RECRUITMENT OF A PHYSICIAN. RATIONALES THAT ORLANDO HEALTH USES TO DETERMINE COMMUNITY NEED INCLUDE INDEPENDENT HEALTH PLANNING SERVICE ORGANIZATIONS, COMMUNITY NEEDS ASSESSMENT AND INDEPENDENTLY MAINTAINED PHYSICIAN DATABASE SOFTWARE THAT ASSISTS IN IDENTIFYING COMMUNITY NEED. IT IS IMPORTANT TO ADDRESS THE PHYSICIAN WORKFORCE SHORTAGE ISSUES IN ORDER TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE CENTRAL FLORIDA COMMUNITY. IF A PARTICULAR PHYSICIAN SPECIALTY IS DEFICIENT IN THE COMMUNITY IN COMPARISON TO THE POPULATION THIS CAN OFTEN LEAD TO INEFFICIENT OR NO ACCESS OR LONG WAIT PERIODS TO ACCESS HEALTHCARE SERVICES WHICH OFTEN LEAD TO POOR HEALTH OUTCOMES. OUR PHYSICIAN RECRUITMENT EFFORTS MEET THE COMMUNITY BENEFIT OBJECTIVE OF IMPROVING ACCESS TO HEALTH SERVICES WHICH ENHANCES PUBLIC HEALTH. THESE ACTIVITIES PRIMARILY BENEFIT THE LOCAL COMMUNITY AND WERE NOT PROVIDED FOR MARKETING PURPOSES, NOR TO INCREASE REFERRALS OF PATIENTS TO ORLANDO HEALTH, IN FULFILLMENT OF REGULATORY REQUIREMENTS OR CURRENT STANDARD OF CARE, NOR TO BENEFIT PERSONS AFFILIATED WITH ORLANDO HEALTH. RATHER, THE PRIMARY PURPOSE OF THE WORKFORCE DEVELOPMENT ACTIVITIES IS TO BENEFIT THE COMMUNITY BASED ON INDEPENDENT COMMUNITY NEED ANALYSES. ORLANDO HEALTH HAS ASSISTED IN THE RECRUITMENT OF THREE NEW COMMUNITY BASED PHYSICIANS TO SUPPORT THE PHYSICIAN SHORTAGES IN OUR COMMUNITY DURING THE YEAR. |
| PART III, LINE 2 AND LINE 4 | BAD DEBT EXPENSE REFLECTED IN PART III, LINE 2 REPRESENTS COST OF CHARGES WRITTEN OFF AS UNCOLLECTIBLE. BOTH DISCOUNTS AND PAYMENTS TO ACCOUNTS WILL REDUCE THE BAD DEBT EXPENSE, SHOULD THE ACCOUNT BE REPORTED AS BAD DEBT. THAT IS TO SAY, DISCOUNTS APPLIED TO ACCOUNTS ARE NOT REVERSED PRIOR TO DECLARING, ADJUSTING AND/OR WRITING OFF ACCOUNTS AS BAD DEBT. ALL ACCOUNTS WHICH ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT ARE REVIEWED TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE. IF SUFFICIENT DOCUMENTATION WAS NOT PROVIDED BY THE ACCOUNT HOLDER, ORLANDO HEALTH USES PREDICTIVE ANALYTICS TO DETERMINE IF THE FINANCIAL ASSISTANCE FOR ACCOUNTS ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT. ORLANDO HEALTH USES DATA DERIVED FROM THIRD PARTIES WHICH INCLUDE, BUT ARE NOT LIMITED TO DEMOGRAPHIC VERIFICATION, INCOME VERIFICATION, HOUSEHOLD SIZE VERIFICATION, PAYMENT HISTORY INFORMATION, PROPERTY OWNERSHIP INFORMATION, OCCUPATION INFORMATION, VEHICLE OWNERSHIP HISTORY AND VALUES AND HOME OWNERSHIP HISTORY AND VALUES. ONCE THIS DATA LOGIC IS APPLIED, IT BECOMES APPARENT IF THE ACCOUNT QUALIFIES FOR FINANCIAL ASSISTANCE. IF THE ACCOUNT DOES QUALIFY, PREVIOUS UNINSURED DISCOUNTS, BAD DEBT ADJUSTMENTS AND/OR WRITE OFFS ARE REVERSED AND THE NEW BALANCE REFLECTED IS RECLASSIFIED AS FINANCIAL ASSISTANCE OR CHARITY, WHICH IS REDUCED TO COST. THE PROVISION FOR BAD DEBTS, AS STATED IN THE FOOTNOTE OF THE AUDITED FINANCIAL STATEMENTS, IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS OF ACCOUNTS RECEIVABLE CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AND CHARGED TO THE PROVISION FOR BAD DEBTS AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH THE SYSTEMS POLICIES. RECOVERIES ARE TREATED AS A REDUCTION TO THE PROVISION FOR BAD DEBTS. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. PERIODICALLY, MANAGEMENT PERFORMS A REVIEW AND ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. DATA RELATED TO PAYOR SOURCES OF REVENUE AND THE RESULTS OF THIS REVIEW ARE THEN USED TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES AND PROVISION FOR BAD DEBTS. ADDITIONALLY, FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, CONTRACTUALLY DUE AMOUNTS ARE ANALYZED AND COMPARED TO ACTUAL CASH COLLECTED OVER TIME TO ENHANCE THE QUALITY OF THE ESTIMATE OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND THE PROVISION FOR BAD DEBTS (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), A SIGNIFICANT ALLOWANCE FOR DOUBTFUL ACCOUNTS IS RECORDED ON THE BASIS OF HISTORICAL EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. AN ESTIMATE OF THE DIFFERENCE BETWEEN CONTRACTED RATES AND AMOUNTS ACTUALLY COLLECTED, AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, IS CHARGED TO THE PROVISION FOR BAD DEBTS AND CREDITED TO THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. ALLOWANCES FOR DOUBTFUL ACCOUNTS INCREASED $17,670,000 DURING THE YEAR ENDED SEPTEMBER 30, 2017, FROM $142,734,000 AT SEPTEMBER 30, 2016, TO $160,404,000 AT SEPTEMBER 30, 2017. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS INCLUDES $58,886,000 AND $51,852,000 IN AMOUNTS DUE FROM THIRD-PARTY PAYORS, INCLUDING THE PATIENT RESPONSIBILITY PORTION INCLUDED IN THESE ACCOUNTS AT SEPTEMBER 30, 2017 AND 2016, RESPECTIVELY. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY HOSPITAL PATIENTS AS A PERCENT OF RELATED SELF-PAY ACCOUNTS RECEIVABLE WAS 95% AND 93% AT SEPTEMBER 30, 2017 AND 2016. THE PROVISION FOR BAD DEBTS DECREASED FROM $181,450,000 FOR THE YEAR ENDED SEPTEMBER 30, 2016, TO $144,060,000 FOR THE YEAR ENDED SEPTEMBER 30, 2017. DURING THE YEAR ENDED SEPTEMBER 30, 2017, THE SYSTEM DETERMINED THERE WERE A SIGNIFICANT NUMBER OF PREVIOUSLY RESERVED PATIENT ACCOUNTS THAT QUALIFIED FOR CHARITY STATUS, AND APPROXIMATELY $30 MILLION WAS RECLASSIFIED FROM THE PROVISION FOR BAD DEBT TO CHARITY CARE. ACCORDINGLY, DURING 2017, THE RELATED AMOUNTS WERE RECLASSIFIED FROM THE PROVISION FOR BAD DEBTS TO CHARITY CARE, RESULTING IN A REDUCTION TO THE PROVISION FOR BAD DEBT AND AN INCREASE IN CHARITY CARE. IN ADDITION, THE SYSTEM MADE POLICY CHANGES THAT ALLOWED FOR ADDITIONAL PATIENT ACCOUNTS TO BE REVIEWED UNDER THE SYSTEMS CHARITY CARE POLICY. THIS CHANGE IS NOT EXPECTED TO HAVE AN IMPACT ON NET PATIENT SERVICE REVENUE LESS PROVISION FOR BAD DEBTS BECAUSE CHARITY SERVICES ARE NOT RECORDED AS REVENUE. |
| PART III, LINE 8 | THE COSTING METHODOLOGY USED TO REPORT THE AMOUNT REPORTED ON LINE 6 AS MEDICARE ALLOWABLE COSTS OF CARE RELATING TO PAYMENTS RECEIVED FROM MEDICARE WAS CALCULATED USING THE MEDICARE COST REPORT. ORLANDO HEALTH DOES NOT CURRENTLY INCLUDE MEDICARE SHORTFALL AS A COMMUNITY BENEFIT. |
| PART III, LINE 9B | COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL AVAILABLE DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT IS REMITTED TO COLLECTION. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. |
| PART VI, LINE 2 | NEEDS ASSESSMENT IN 2016 ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (ORMC), ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH HEALTH CENTRAL HOSPITAL, ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL, ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN & BABIES AND SOUTH LAKE HOSPITAL IN AFFILIATION WITH ORLANDO HEALTH CONDUCTED A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT. HOWEVER, PRIOR TO THE ASSESSMENT, ORLANDO HEALTH ASSESSED THE SERVICES NEEDED AS PART OF OUR STRATEGY, PLANNING AND BUDGETING PROCESS AND DEVELOPED A PROCESS TO ENSURE THE ORGANIZATION IS RESPONSIVE TO COMMUNITY HEALTH NEEDS. THROUGH OUR EDUCATION, RESEARCH AND PATIENT CARE PROGRAMS, ORLANDO HEALTH MEETS THE NEEDS OF THE COMMUNITY. THE SPECIFIC NEEDS TARGETED BY THESE PROGRAMS HAVE BEEN IDENTIFIED BY THE EXPERIENCE OF COMMUNITY HOSPITAL ADVISORY COUNCILS, NEIGHBORHOOD OUTREACH AND THROUGH NEEDS ASSESSMENTS THAT IDENTIFIED HEALTH NEEDS IN THE COMMUNITIES SERVED BY THE HOSPITALS. AS A RESULT, ORLANDO HEALTH SUPPORTS A VARIETY OF PROGRAMS FOR AT-RISK POPULATIONS, FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS AND SPECIAL NEEDS GROUPS, AS WELL AS FOR THE BROADER COMMUNITY. ADDITIONAL EXAMPLES OF HOW ORLANDO HEALTH RESPONDS TO COMMUNITY HEALTH NEEDS ARE AS FOLLOWS: 1. GOVERNING BOARDS ARE COMPOSED OF INDIVIDUALS BROADLY REPRESENTATIVE OF THE COMMUNITY, COMMUNITY LEADERS AND THOSE WITH SPECIALIZED MEDICAL TRAINING AND EXPERTISE; 2. PARTNERSHIP WITH LOCAL AREA GROUPS AND ASSOCIATIONS TO ATTEND TO THE HEALTH CARE NEEDS OF THE ORLANDO HEALTH COMMUNITY; 3. SPONSORSHIP AND PARTICIPATION IN COMMUNITY HEALTH FAIRS, COMMUNITY FITNESS AND WELLNESS EVENTS AND OTHER OUTREACH EVENTS; AND 4. TRANSITION SERVICES POST-DISCHARGE PATIENT FOLLOW-UP RELATED TO THE ON-GOING CARE AND TREATMENT OF PATIENTS TO PREVENT UNNECESSARY ADMISSIONS AND POTENTIAL RE-ADMISSIONS. |
| PART VI, LINE 3 | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE ORLANDO HEALTH FOLLOWS AN ESTABLISHED PROCESS TO INFORM ALL PATIENTS OF ITS CHARITY CARE AND UNINSURED DISCOUNT POLICIES. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, UNINSURED PATIENTS ARE INFORMED OF THE HOSPITAL'S CHARITY CARE POLICY AND OTHER FINANCIAL ASSISTANCE. FINANCIAL INFORMATION IS SECURED FOR ALL UNINSURED PATIENTS TO SCREEN FOR POSSIBLE ENROLLMENT IN FEDERAL, STATE, AND LOCAL PROGRAMS. ORLANDO HEALTH HAS CONTRACTED DEDICATED ORGANIZATIONS THAT ASSIST THE PATIENT WITH THEIR ENROLLMENT PROCESS ALL THE WAY TO APPROVAL OR DENIAL BY THE RESPECTIVE AGENCIES. FOR UNINSURED PATIENTS THAT ARE DENIED COVERAGE OR DO NOT MEET THE COVERAGE CRITERION FOR A RESPECTIVE AGENCY, ORLANDO HEALTH THEN SCREENS THE PATIENT FOR CHARITY ELIGIBILITY. IT IS ORLANDO HEALTH'S OBJECTIVE TO PROVIDE CHARITY CARE TO OUR PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY. |
| PART VI, LINE 4 | COMMUNITY INFORMATION ORLANDO HEALTH CURRENTLY OPERATES 5 HOSPITALS IN CENTRAL FLORIDA WHICH HAS OVER TWO MILLION RESIDENTS AND THOUSANDS OF INTERNATIONAL VISITORS ANNUALLY. ORLANDO HEALTH HAS MORE THAN 17,000 EMPLOYEES AND OVER 2,000 PHYSICIANS ON STAFF. AS A STATUTORY TEACHING HOSPITAL, WE OFFER GRADUATE MEDICAL EDUCATION WHERE WE ARE THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND 18 FELLOWSHIP PROGRAMS. ORLANDO HEALTH FACILITIES ENCOMPASS 1,837 FULLY CERTIFIED BEDS, ADVANCED MEDICAL TREATMENTS AND PROCEDURES AND HIGHLY QUALIFIED STAFF. ORLANDO HEALTH IS COMPRISED OF ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (ORMC), ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN & BABIES, ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL AND SOUTH SEMINOLE HOSPITAL. ORMC IS HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THIS STATE-VERIFIED CENTER IS CAPABLE OF DELIVERING THE HIGHEST LEVEL OF EXPERTISE AND CARE IN THE SHORTEST TIME POSSIBLE. ORMC'S LEVEL ONE TRAUMA CENTER PROVIDES SPECIALIZED CARE FOR CRITICALLY INJURED OR CRITICALLY ILL PEOPLE WITHIN A 90-MILE RADIUS, AND 267,430 PATIENTS VISITED OUR EMERGENCY DEPARTMENTS IN 2017. ARNOLD PALMER HOSPITAL IS THE FIRST FACILITY IN CENTRAL FLORIDA TO PROVIDE EMERGENCY CARE EXCLUSIVELY FOR PEDIATRICS INCLUDING LEVEL ONE TRAUMA. IN ADDITION TO TRAUMA CARE, THE LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVE AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING IN GREATER ORLANDO. AIR CARE TRANSPORTED 307 ADULT TRAUMA PATIENTS AND 81 PEDIATRIC TRAUMA PATIENTS IN 2017. ORLANDO HEALTH'S PRIMARY SERVICE AREA IS COMPRISED OF ORANGE, OSCEOLA, SEMINOLE AND LAKE COUNTIES. THE MEDIAN HOUSEHOLD INCOME IN THESE COUNTIES IS $54,146 WHEREAS THE AVERAGE HOUSEHOLD INCOME IS $71,364. IN CENTRAL FLORIDA, 14.6 PERCENT OF HOUSEHOLDS IN CENTRAL FLORIDA ARE BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE FOUR COUNTY AREA IS 15.1 PERCENT AND THERE ARE TEN FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS PRESENT IN THE COMMUNITY. COMMUNITY OUTREACH ACTIVITIES INCLUDE SPEAKER'S BUREAU, SUPPORT/EDUCATION GROUPS, WELLNESS ACTIVITIES, HEALTH FAIRS, CLINICAL SCREENINGS AND ASSESSMENTS, MEDICAL EDUCATION, RESEARCH, WOMEN, CHILDREN AND SENIOR HEALTH INITIATIVES, PUBLIC PROGRAM ENROLLMENT ASSISTANCE AND POST-ACUTE CARE FOR HOMELESS AND UNINSURED, SPONSORSHIPS, SCHOOL INITIATIVES, DONATED MEETING SPACE AND SPIRITUAL CARE. |
| PART VI, LINE 5 | PROMOTION OF COMMUNITY HEALTH AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY INDIVIDUALS AND FAMILIES THROUGHOUT CENTRAL FLORIDA. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTE HEALTH, WELL-BEING AND A CARING SPIRIT BY DIRECTING EMPLOYEE TIME AND TALENT TO SERVE ON COMMUNITY COLLABORATION BOARDS. ORLANDO HEALTH WORKS WITH NEIGHBORHOOD RESOURCES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS BY SUPPORTING PROGRAMS THAT TARGET COMMUNITY WELLNESS, DISEASE PREVENTION AND ENVIRONMENTAL PROBLEMS. ORLANDO HEALTH FOSTERS PARTNERSHIPS WITH OTHER COMMUNITY AGENCIES IN ITS SERVICE AREA THAT WORK COLLABORATIVELY TO HELP THOSE IN NEED AND TO IMPROVE THE HEALTH AND SAFETY OF THE RESIDENTS OF THE COMMUNITY. BOTH CASH AND IN-KIND DONATIONS ARE MADE ANNUALLY TO THESE VARIOUS LOCAL CHARITABLE ORGANIZATIONS. ORLANDO HEALTH ADDRESSES VARIOUS COMMUNITY CONCERNS, INCLUDING HEALTH IMPROVEMENT, EDUCATION, POVERTY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. THE KEY COMPONENT OF A NOT-FOR-PROFIT ORGANIZATION IS THAT THE ORGANIZATION SERVES A BROAD, INDEFINITE CHARITABLE CLASS. ONE OF THE KEY INDICATORS THAT AN ORGANIZATION SERVES THE BROADER COMMUNITY IS CONTROL OF THE ORGANIZATION BY INDEPENDENT COMMUNITY LEADERS. ORLANDO HEALTH AND ITS HOSPITAL GOVERNING BOARD ARE MADE UP OF MEMBERS OF THE COMMUNITY WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT THE MISSION OF ORLANDO HEALTH AND ITS AFFILIATES. DIRECTORS ARE SELECTED ON THE BASIS OF THEIR EXPERTISE AND EXPERIENCE AND THEY ARE NOT COMPENSATED FOR THEIR SERVICES. ORLANDO HEALTH'S VOLUNTEER BOARD BALANCES FINANCIAL DECISIONS ON COMMUNITY CONCERNS AND SOCIAL RESPONSIBILITY. ORLANDO HEALTH OPERATES AN OPEN MEDICAL STAFF BY EXTENDING MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN CENTRAL FLORIDA. ORLANDO HEALTH'S CREDENTIALING PROCESS IS GUIDED BY POLICIES AND PROCEDURES THAT STANDARDIZE THE PROCESS. THIS PRESCRIBED CREDENTIALING PROCESS ENSURES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS. SURPLUS FUNDS ARE RETAINED BY ORLANDO HEALTH AND USED TO FURTHER CHARITABLE PURPOSES AND ACTIVITIES. SURPLUS FUNDS FOR ORLANDO HEALTH AND ITS AFFILIATES ARE REINVESTED AND USED IN CARRYING OUT THE MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. |
| PART VI, LINE 6 | AFFILIATED HEALTHCARE SYSTEM ORLANDO HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THROUGH WHICH WE ARE ABLE TO PROVIDE AN ARRAY OF SERVICES TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OUR COMMUNITY SERVED. AS AN INTEGRATED HEALTH SYSTEM, ORLANDO HEALTH HAS SEVERAL SUPPORT ORGANIZATIONS TO ENSURE WE MEET THE COMMUNITY'S NEEDS. ORLANDO CANCER CENTER, INC. HAS MADE SIGNIFICANT CONTRIBUTIONS TO THE CARE OF OUR CANCER PATIENTS. ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER WITH ORLANDO HEALTH, INC., OUR COMMITMENT TO THE TREATMENT OF CANCER FOR OUR COMMUNITY IS BACKED BY EXPERTISE AND RESOURCES TO DELIVER HIGH-QUALITY PATIENT CARE FROM DIAGNOSIS THROUGH TREATMENT AND CONTINUING THROUGH THE END OF LIFE. ORLANDO HEALTH PHYSICIAN GROUP, INC. SERVES AS AN INTEGRAL COMPONENT OF ORLANDO HEALTH'S HEALTH SYSTEM BY PROVIDING AN INTEGRATED DELIVERY SYSTEM OF SPECIALTY PHYSICIAN SERVICES, OCCUPATIONAL HEALTH SERVICES, REHABILITATION HEALTH SERVICES AND BEHAVIORAL HEALTH SERVICES. ORLANDO PHYSICIAN NETWORK, INC. SERVES AS AN INTEGRAL COMPONENT OF ORLANDO HEALTH'S HEALTH SYSTEM BY PROVIDING AN INTEGRATED DELIVERY SYSTEM OF PRIMARY CARE PHYSICIAN SERVICES. ORLANDO HEALTH FOUNDATION, INC. IS THE PHILANTHROPIC HEART OF ORLANDO HEALTH'S INTEGRATED HEALTH SYSTEM AND HAS BEEN INSTRUMENTAL IN RAISING FUNDS FOR CAPITAL IMPROVEMENTS AND RENOVATIONS TO OUR HOSPITALS, SUPPORTING PROGRAMS AND THE ACQUISITION OF LIFE-SAVING EQUIPMENT FOR OUR AFFILIATES. THROUGH ORLANDO HEALTH'S AFFILIATED HEALTH CARE SYSTEM, WE PROVIDED APPROXIMATELY $408 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS. |
| PART VI, LINE 7 | STATE FILING OF COMMUNITY BENEFIT REPORT NONE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Gift for Teaching Inc | ||||||||
| 6501 Magic Way Bldg 400C | Orlando | FL | 32809 | 593515162 | 501(c)(3) | $10,000 | Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Scholarship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Scholarship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship Sponsorship SPONSORSHIP SPONSORSHIP EMPLOYER DISASTER RELIEF FUND | |
| American Heart Association Inc | ||||||||
| 237 E Marks St | Orlando | FL | 32803 | 135613797 | 501(c)(3) | $25,000 | Sponsorship Fee | Suite 565 |
| Boone Sports Legacy Board Inc | ||||||||
| 2000 S Mills Ave | Orlando | FL | 32806 | 571166744 | 501(c)(3) | $23,000 | Sponsorship Fee | Suite 465 |
| The Boggy Creek Gang Inc | ||||||||
| 30500 Brantley Branch Rd | Eustis | FL | 32736 | 593012889 | 501(c)(3) | $25,000 | Sponsorship Fee | |
| Central Florida Black Nurses AssC ORLANDO | ||||||||
| PO Box 585142 | Orlando | FL | 32858 | 593288443 | 501(c)(3) | $10,000 | Sponsorship Fee | |
| Central Florida Commission on Homelessness | ||||||||
| 111 N Orange Ave Ste 1800 | Orlando | FL | 32801 | 460994106 | 501(c)(3) | $35,000 | Scholarship | Suite 105 |
| Central Florida Young Mens Christian Assoc | ||||||||
| 433 N Mills Ave | Orlando | FL | 32803 | 590624430 | 501(c)(3) | $24,500 | Sponsorship Fee | Suite 190 |
| Children's Home Society of Florida | ||||||||
| 1485 S Semoran Blvd Ste 1448 | Winter Park | FL | 32792 | 590192430 | 501(c)(3) | $8,000 | Sponsorship Fee | Suite 115 |
| Clean the World Foundation Inc | ||||||||
| 2544 E Landstreet Rd Ste 600 | Orlando | FL | 32824 | 264212487 | 501(c)(3) | $10,000 | Sponsorship Fee | Suite 330 |
| Coalition for the Homeless of Central FL | ||||||||
| 639 W Central Blvd | Orlando | FL | 32801 | 592814255 | 501(c)(3) | $12,250 | Sponsorship Fee | Suite 565 |
| Center for Multicultural Wellness & Prevntn | ||||||||
| 641 N Rio Grande Ave | Orlando | FL | 32805 | 593368679 | 501(c)(3) | $10,000 | Scholarship | |
| Dave's House Inc | ||||||||
| 9152 Point Cypress Dr | Orlando | FL | 32836 | 270533943 | 501(c)(3) | $10,000 | Sponsorship Fee | Suite 105 |
| Dental Care Access Foundation Inc | ||||||||
| 800 N Mills Ave | Orlando | FL | 32803 | 201531222 | 501(c)(3) | $10,000 | Sponsorship Fee | Suite 201 |
| Florida Department of Health | ||||||||
| 400 W Airport Blvd | Sanford | FL | 32773 | 593502843 | Gov't | $15,000 | Sponsorship Fee | |
| Florida State University Foundation Inc | ||||||||
| 1115 W Call St | Tallahassee | FL | 32306 | 596152180 | 501(c)(3) | $100,000 | Sponsorship Fee | |
| Grace Medical Home Inc | ||||||||
| 51 Pennsylvania St | Orlando | FL | 32806 | 261817966 | 501(c)(3) | $159,500 | Sponsorship Fee | |
| Healing the Children-Florida Inc | ||||||||
| PO Box 608432 | Orlando | FL | 32860 | 593503974 | 501(c)(3) | $10,000 | Sponsorship Fee | |
| Health Care Center for the Homeless Inc | ||||||||
| 232 N Orange Blossom Trl | Orlando | FL | 32805 | 593185020 | 501(c)(3) | $210,000 | Sponsorship Fee | |
| Healthy Start Coalition of Orange County | ||||||||
| 1040 Woodcock Rd Ste 215 | Orlando | FL | 32803 | 593125675 | 501(c)(3) | $10,000 | Sponsorship Fee | |
| Hispanic Heritage Scholar Fund METRO ORLANDO | ||||||||
| 518 S Magnolia St Ste 100 | Orlando | FL | 32801 | 010807279 | 501(c)(3) | $10,000 | Sponsorship Fee | |
| IDignity Inc | ||||||||
| 424 E Central Blvd 199 | Orlando | FL | 32801 | 010921490 | 501(c)(3) | $10,000 | Sponsorship Fee | Suite 115 |
| Junior Achievement of Central Florida Inc | ||||||||
| 2121 Camden Rd | Orlando | FL | 32803 | 590972112 | 501(c)(3) | $16,692 | ||
| The Leukemia & Lymphoma Society | ||||||||
| 341 N Maitland Ave Ste 100 | Maitland | FL | 32751 | 135644916 | 501(c)(3) | $25,000 | ||
| Libby's Legacy Breast Cancer Foundation | ||||||||
| 1718 S Orange Ave | Orlando | FL | 32806 | 113812766 | 501(c)(3) | $7,500 | ||
| LIFT Orlando Inc | ||||||||
| 215 E Central Blvd | Orlando | FL | 32801 | 463607865 | 501(c)(3) | $25,000 | ||
| Make-A-Wish Foundation CTRL & N FLORIDA | ||||||||
| 1020 N Orlando Ave Ste 100 | Maitland | FL | 32751 | 593235806 | 501(c)(3) | $7,920 | ||
| New Hope for Kids Inc | ||||||||
| 544 Mayo Ave | Maitland | FL | 32751 | 591791345 | 501(c)(3) | $13,000 | ||
| Orange County Board of County Commissioners | ||||||||
| 2002-A E Michigan St | Orlando | FL | 32806 | 596000773 | Gov't | $150,000 | ||
| Orange County Public Schools | ||||||||
| 445 W Amelia St | Orlando | FL | 32804 | 596000771 | Gov't | $69,964 | ||
| The Orlando Philharmonic Orchestra Inc | ||||||||
| 425 N Bumby Ave | Orlando | FL | 32803 | 593058884 | 501(c)(3) | $25,500 | ||
| Ronald McDonald House Charities of Ctrl Fl | ||||||||
| 1030 N Orange Avenue Suite 105 | Orlando | FL | 32801 | 593211250 | 501(c)(3) | $20,000 | ||
| Second Harvest Food Bank of Central Florida Inc | ||||||||
| 411 Mercy Dr | Orlando | FL | 32805 | 592142315 | 501(c)(3) | $20,000 | ||
| Seniors First Inc | ||||||||
| 5395 LB McLeod Rd | Orlando | FL | 32811 | 592759603 | 501(c)(3) | $15,000 | ||
| University of Central Florida Foundation | ||||||||
| 12424 Research Pkwy Ste 250 | Orlando | FL | 32826 | 596211832 | 501(c)(3) | $50,000 | ||
| United Cerebral Palsy of Central Florida | ||||||||
| 3305 S Orange Ave | Orlando | FL | 32806 | 590799925 | 501(c)(3) | $14,775 | ||
| Zebra Coalition Inc | ||||||||
| 911 N Mills Ave | Orlando | FL | 32803 | 271645847 | 501(c)(3) | $20,000 | ||
| Heart of Florida United Way | ||||||||
| 1940 TRAYLOR BLVD | ORLANDO | FL | 32804 | 590808854 | 501(c)(3) | $20,900 | ||
| Valencia College Foundation Inc | ||||||||
| 1768 Park Center Dr 4th Flr | Orlando | FL | 32835 | 237442785 | 501(c)(3) | $250,000 | ||
| Orlando Health Foundation Inc | ||||||||
| 3160 Southgate Commerce Blvd Ste 5 | Orlando | FL | 32806 | 592244943 | 501(c)(3) | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | 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 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS ORLANDO HEALTH, INC. MAKES GRANTS SOLELY TO GOVERNMENT ENTITIES AND ORGANIZATIONS EXEMPT FROM TAX UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) THAT FURTHER THE MISSION OF ORLANDO HEALTH TO SUPPORT HEALTHCARE IN CENTRAL FLORIDA. ORLANDO HEALTH COMMUNITY RELATIONS DEPARTMENT DETERMINES SUPPORT FOR LOCAL NON-PROFIT SPONSORSHIPS. ANY GRANT AMOUNT OVER $25,000 HAS TO BE APPROVED BY THE CEO AND REPORTED TO THE BOARD. THE GRANTS ARE MONITORED TO ENSURE THE ORGANIZATIONS MISSION IS ALIGNED WITH ORLANDO HEALTHS MEETING A SOCIAL AND COMMUNITY NEED IN THE AREAS OF HEALTH, SOCIAL SERVICES, ARTS AND EDUCATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Farrell MD | ||||||||||||||
| Board member (until 7/17) | $436,932 | $0 | $75,747 | $0 | $43,065 | $0 | $32,187 | $0 | $0 | $0 | $587,931 | $0 | $0 | $0 |
| David W Strong | ||||||||||||||
| President & CEO | $988,698 | $0 | $712,167 | $0 | $1,932 | $0 | $242,500 | $0 | $26,683 | $0 | $1,971,980 | $0 | $0 | $0 |
| Bernadette Spong | ||||||||||||||
| CFO | $597,962 | $0 | $299,110 | $0 | $4,105 | $0 | $109,898 | $0 | $8,178 | $0 | $1,019,253 | $0 | $0 | $0 |
| Mildred D Beam | ||||||||||||||
| SVP, Legal Aff & Gen Counsel | $424,625 | $0 | $209,539 | $0 | $39,964 | $0 | $63,469 | $0 | $15,810 | $0 | $753,407 | $0 | $38,386 | $0 |
| Thibaut Van Marcke De Lummen | ||||||||||||||
| SVP, OH & Pres, DPH | $229,441 | $0 | $98,842 | $0 | $45,026 | $0 | $31,267 | $0 | $12,197 | $0 | $416,773 | $0 | $0 | $0 |
| Jamal A Hakim MD | ||||||||||||||
| Chief Operating Officer | $707,787 | $0 | $352,850 | $0 | $97,543 | $0 | $129,224 | $0 | $0 | $0 | $1,287,404 | $0 | $92,947 | $0 |
| David F Huddleson | ||||||||||||||
| VP, Chief Compliance & Ethics | $253,416 | $0 | $126,873 | $0 | $30,683 | $0 | $39,907 | $0 | $17,916 | $0 | $468,795 | $0 | $24,573 | $0 |
| Mark A Jones | ||||||||||||||
| SVP, OH & President, ORMC | $434,065 | $0 | $200,331 | $0 | $43,035 | $0 | $69,508 | $0 | $16,763 | $0 | $763,702 | $0 | $39,548 | $0 |
| Kathy A Swanson | ||||||||||||||
| SVP, OH & Pres, APMC | $402,352 | $0 | $208,814 | $0 | $52,853 | $0 | $73,590 | $0 | $21,015 | $0 | $758,624 | $0 | $48,579 | $0 |
| John Richard Schooler | ||||||||||||||
| VP, Chief Information Officer | $416,065 | $0 | $209,739 | $0 | $160,341 | $0 | $74,682 | $0 | $18,563 | $0 | $879,390 | $0 | $157,150 | $0 |
| Karen L Frenier | ||||||||||||||
| SVP, OH & Pres,SSH | $317,545 | $0 | $124,494 | $0 | $49,957 | $0 | $54,634 | $0 | $22,807 | $0 | $569,437 | $0 | $47,118 | $0 |
| Nancy G Dinon | ||||||||||||||
| VP, Human Resources | $364,100 | $0 | $179,965 | $0 | $57,161 | $0 | $55,474 | $0 | $26,293 | $0 | $682,993 | $0 | $51,103 | $0 |
| Erick R Hawkins | ||||||||||||||
| SVP, Strategic Management | $443,673 | $0 | $197,315 | $0 | $12,978 | $0 | $63,066 | $0 | $12,572 | $0 | $729,604 | $0 | $0 | $0 |
| Paul A Goldstein | ||||||||||||||
| VP,FIN & ADMIN | $171,580 | $0 | $0 | $0 | $115,914 | $0 | $10,489 | $0 | $5,758 | $0 | $303,741 | $0 | $0 | $0 |
| Mark E Sand MD | ||||||||||||||
| FR BRD MEMBER (TRM END 7/15) | $0 | $549,743 | $0 | $569,852 | $0 | $44,096 | $0 | $11,262 | $0 | $16,083 | $0 | $1,191,036 | $0 | $0 |
| Karl W Hodges | ||||||||||||||
| VP | $235,812 | $0 | $28,536 | $0 | $0 | $0 | $0 | $0 | $11,647 | $0 | $275,995 | $0 | $0 | $0 |
| Cynthia A Powell MD | ||||||||||||||
| SVP, OH | $0 | $345,135 | $0 | $0 | $0 | $40,920 | $0 | $11,262 | $0 | $3,949 | $0 | $401,266 | $0 | $0 |
| John W Bozard | ||||||||||||||
| SVP, OH & PRES, APMCF & OHF | $239,832 | $239,832 | $120,168 | $120,168 | $42,635 | $42,635 | $15,450 | $15,450 | $8,381 | $8,381 | $426,466 | $426,466 | $0 | $0 |
| Aurelio Duran MD | ||||||||||||||
| Board member | $0 | $377,479 | $0 | $424,380 | $0 | $502,041 | $0 | $11,262 | $0 | $23,905 | $0 | $1,339,067 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | RELATED ORGANIZATIONS ORLANDO HEALTH, INC. IS A COMMON PAYMASTER AND COMMON PAY AGENT FOR ORLANDO CANCER CENTER, INC. (EIN: 59-3005020), ORLANDO HEALTH PHYSICIAN GROUP, INC. (EIN: 59-3259553), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), 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 4A | SEVERANCE PAYMENTS TO THE FOLLOWING: KARL HODGES $264,348 |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN The following individuals participated in a supplemental qualified retirement plan, which included the following deposits during calendar year 2016 that were previously deferred: MARY FARRELL $ 29,750 DAVID W. STRONG $231,238 BERNADETTE SPONG $102,494 MILDRED D. BEAM $ 60,157 THIBAUT VAN MARCKE DE LUMMEN $ 31,267 JAMAL A. HAKIM, MD $117,962 DAVID F. HUDDLESON $ 28,694 MARK A. JONES $ 58,246 KATHY A. SWANSON $ 62,328 JOHN W. BOZARD $ 19,638 J. RICHARD SCHOOLER $ 63,420 KAREN L. FRENIER $ 46,460 NANCY G. DINON $ 44,212 ERICK R. HAWKINS $ 63,066 PAUL A. GOLDSTEIN $ 4,737 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: MILDRED D. BEAM $ 38,386 JAMAL A. HAKIM, MD $ 92,947 DAVID F. HUDDLESON $ 24,573 MARK A. JONES $ 39,548 KATHY A. SWANSON $ 48,579 J. RICHARD SCHOOLER $157,150 KAREN L. FRENIER $ 47,118 NANCY G. DINON $ 51,103 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Orange County Health Facilities Authority | ||||||||
| A | 521378595 | 6845032J3 | 2006-01-25 | $182,254,609 | Refund Remaining Series 2002 Bonds | Yes (true) | false | false |
| Orange County Health Facilities Authority | ||||||||
| B | 521378595 | 6845035Q4 | 2008-06-18 | $78,568,277 | Repay Credit Draw Rfd Series 2007B | Yes (true) | false | false |
| Orange County Health Facilities Authority | ||||||||
| C | 521378595 | 6845035L5 | 2008-05-15 | $155,816,665 | Convert Series 2005A, 2006A1 & A2 | Yes (true) | false | false |
| Orange County Health Facilities Authority | ||||||||
| D | 521378595 | 6845035U5 | 2008-06-18 | $179,360,000 | Refund Series 1999A, 1999B & 1999C | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $74,650,000 | $106,800,000 | $182,254,609 | $5,161,521 | $0 | $96,552,274 | $1,479,856 | $2,675,900 | $0 | $76,385,058 | $0 | $0 | 2006 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $80,225,000 | $78,568,277 | $7,535,001 | $0 | $0 | $847,852 | $0 | $0 | $14,685,424 | $55,500,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $14,275,000 | $55,490,000 | $155,816,665 | $0 | $0 | $155,816,665 | $0 | $0 | $0 | $0 | $0 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $127,430,000 | $0 | $179,360,000 | $0 | $0 | $176,732,854 | $1,573,177 | $1,053,969 | $0 | $0 | $0 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) | |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00040 | false | false | false | Yes (true) | 0.00040 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEXIA | |||||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 26.9 | false | false | Yes (true) | MORGAN STANLEY | 33.4 | Yes (true) | Yes (true) | Yes (true) | |||
| 0 | |||||||||||||||
| B | false | false | false | false | 0 | false | Yes (true) | Yes (true) | false | Yes (true) | |||||
| 0 | |||||||||||||||
| C | false | false | false | false | 0 | false | Yes (true) | Yes (true) | false | Yes (true) | |||||
| MORGAN STANLEYDEXIA | |||||||||||||||
| D | false | Yes (true) | Yes (true) | 13.1 | false | false | false | 0 | false | Yes (true) | Yes (true) | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN (F) | HOSPITAL REVENUE BONDS, SERIES 2006A&B TO REFUND THE REMAINING SERIES 2002 BONDS (ISSUE DATE 05/16/02), AND PROVIDE $6,809,000 TO FINANCE AND REIMBURSE FOR CONSTRUCTION AND EQUIPMENT COSTS FOR IMPROVEMENTS AT ORLANDO REGIONAL MEDICAL CENTER, AND TO FINANCE AND REIMBURSE FOR A PORTION OF THE CONSTRUCTION AND EQUIPMENT COSTS OF THE NEW WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES. DEFEASED AND CONVERTED TO FIXED RATE BY SERIES ISSUED ON 5/15/08. 2006B CURRENT REFUNDED BY 2016A SERIES ISSUED 4/27/2016. HOSPITAL REVENUE BONDS, SERIES 2008C TO REPAY A $55,500,000 LINE OF CREDIT DRAW USED TO REFUND THE 2007B BONDS (ISSUE DATE 1/25/07), AND REIMBURSE FOR CERTAIN PRIOR CAPITAL EXPENDITURES, FUND A DEBT SERVICE RESERVE FUND, AND PAY COSTS OF ISSUANCE. 2008C WERE ADVANCE REFUNDED BY 2016A SERIES ISSUED 04/27/2016. HOSPITAL REVENUE BONDS, SERIES 2008A&B TO CONVERT SERIES 2005A (ISSUE DATE 05/26/05) AND SERIES 2006A1&A2 (ISSUE DATE 1/25/06) TO FIXED INTEREST RATE. PORTION OF 2008A&B WERE ADVANCE REFUNDED BY 2016A SERIES ISSUED 04/27/2016. HOSPITAL REVENUE BONDS, SERIES 2008D, E, F, AND G TOGETHER WITH THE DEBT SERVICE RESERVE FUNDS FROM THE 1999ABC BONDS, THE PROCEEDS WERE USED TO REFUND THE 1999ABC BONDS (ISSUE DATE 9/22/99), PAY COSTS OF ISSUANCE, AND PAY THE TERMINATION VALUE OF INTEREST RATE SWAP AGREEMENTS THAT HEDGED THE VARIABLE RATE EXPOSURE OF THE 1999ABC BONDS. SERIES 2009 HOSPITAL REVENUE BOND TO REFUND THE SERIES 1999D&E (ISSUE DATE 9/22/99), SERIES 2004 (ISSUE DATE 12/16/04), AND SERIES 2008D, F & G (ISSUE DATE 6/18/2008) AND TO FUND THE TERMINATION OF RELATED INTEREST RATE SWAPS ON THE REFUNDED BONDS. SERIES 2011 HOSPITAL REVENUE BONDS - PROCEEDS USED TO REFUND THE SERIES 2007A-1 AND A-2 BONDS. SERIES 2012A & 2012B REVENUE BONDS - ESTABLISH A PROJECT FUND FOR THE ORLANDO REGIONAL MEDICAL CENTER REDESIGN AND DEVELOPMENT PROJECT AND PAY OFF A CONSTRUCTION LOAN RELATED TO MEDICAL OFFICE AND OUTPATIENT SERVICES BUILDING. SERIES 2016A REVENUE REFUNDING BONDS - CURRENT REFUND 2006B BONDS, ADVANCE REFUND PORTION OF 2008A & B BONDS AND ADVANCE REFUND 2008C BONDS AND PAY THE COSTS OF ISSUANCE OF THE 2016A BONDS. SERIES 2016B REVENUE BONDS - REFINANCE ON A TAX-EXEMPT BASIS THE TAX -EXEMPT PORTION OF HEALTH CENTRAL 2012 PURCHASE MONEY PROMISSORY NOTE AND PAY THE COSTS OF ISSUANCE OF THE 2016B BONDS. |
| SCHEDULE K, PART IV, LINE 2C | LAST DATE REBATE COMPUTATION WAS PERFORMED FOR ARBITRAGE SERIES 2006 REFUND REMAINING SERIES 2002 BONDS 9/26/2016 SERIES 2008A CONVERT SERIES 2005A, 2006A1& A2 2/6/2018 SERIES 2008B CONVERT SERIES 2005A, 2006A1& A2 2/6/2018 SERIES 2008C REPAY CREDIT DRAW REFUND SRS 2007B 10/15/2015 SERIES 2008E REFUND SERIES 1999A, 1999B & 1999C 2/5/2018 SERIES 2009 REFUND SRS 1999D, 1999E, 2004 & 2008D 1/14/2014 SERIES 2011 REFUND SERIES 2007A-1 & A-2 BONDS 2/5/2013 SERIES 2012 ORMC REDEVELOPMENT PROJECT 10/15/2015 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Orange County Health Facilities Authority | ||||||||
| A | 521378595 | 68450LAY1 | 2009-12-16 | $244,229,719 | RFD SRS 1999D, 1999E, 2004 & 2008D | false | false | false |
| Orange County Health Facilities Authority | ||||||||
| B | 521378595 | 2011-09-15 | $83,175,000 | Refund Series 2007A-1 & A-2 Bonds | false | false | false | |
| Orange County Health Facilities Authority | ||||||||
| C | 521378595 | 68450LCD5 | 2012-05-23 | $190,757,522 | ORMC Redevelopment Project | false | false | false |
| Orange County Health Facilities Authority | ||||||||
| D | 521378595 | 68450LER2 | 2016-04-27 | $276,195,917 | Rfd 2006B, Rfd 2008A-C, Refi HC | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $67,095,000 | $0 | $244,229,719 | $0 | $0 | $241,009,230 | $3,220,489 | $0 | $0 | $0 | $0 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $83,175,000 | $0 | $0 | $82,865,395 | $309,605 | $0 | $0 | $0 | $0 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $190,757,522 | $0 | $0 | $0 | $1,981,410 | $0 | $0 | $155,500,000 | $33,276,112 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $276,195,917 | $0 | $0 | $203,300,319 | $2,250,398 | $0 | $0 | $0 | $70,645,200 | $0 | 2016 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00740 | 0.00740 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01030 | 0.01030 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00850 | 0.00850 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00120 | 0.00120 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| MORGAN STANLEY | |||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 28. | false | false |
| 0 | |||||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY FARRELL | |||
| SEE PART V | $1,712,682 | CONTRACTED FPA, LLC | false |
| SCOTT CAHILL FULCRUM PARTNERS | |||
| SEE PART V | $72,726 | CONTRACTED FULCRUM PARTNERS | false |
| SUNTRUST BANK OF CENTRAL FLORIDA | |||
| SEE PART V | $2,411,703 | GENERAL BANKING SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN B | FormAndLineReferenceDesc |
| Explanation | RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION 1. MARY FARRELL, MD, BOARD MEMBER OF ORLANDO HEALTH, INC., IS ALSO EMPLOYED AND AN OFFICER OF FLORIDA PEDIATRIC ASSOCIATES, LLC, WHICH IS CONTRACTED TO PERFORM PEDIATRIC CRITICAL CARE SERVICES FOR THE HOSPITAL. THE HOSPITAL ENGAGES FLORIDA PEDIATRIC ASSOCIATES, LLC AT ARMS-LENGTH TRANSACTIONS AT FAIR MARKET VALUE. 2. DIANNA MORGAN, BOARD MEMBER OF ORLANDO HEALTH, INC., IS RELATED TO SCOTT CAHILL (BROTHER-IN-LAW), WHO IS A PARTNER AT FULCRUM PARTNERS. FULCRUM PARTNERS IS CONTRACTED TO PERFORM CONSULTING SERVICES. THE HOSPITAL ENGAGES FULCRUM PARTNERS AT ARMS-LENGTH TRANSACTIONS AT FAIR MARKET VALUE. 3. REX V. MCPHERSON, II IS A BOARD MEMBER OF BOTH ORLANDO HEALTH, INC. AND SUNTRUST BANK OF CENTRAL FLORIDA. SUNTRUST BANK PROVIDES GENERAL BANKING SERVICES TO ORLANDO HEALTH, INC. AT ARMS-LENGTH TRANSACTIONS AT FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE VICE CHAIRMAN OF THE BOARD OF DIRECTORS, THE PRESIDENT/CEO, THE SECRETARY, THE TREASURER, AND THE IMMEDIATE PAST CHAIRMAN OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO LIMITATIONS SET FORTH IN THE BYLAWS AND ANY LIMITATIONS OTHERWISE IMPOSED BY THE BOARD OF DIRECTORS AND WITH THE FURTHER UNDERSTANDING THAT ALL MATTERS OF MAJOR IMPORTANCE TO THE CORPORATION WILL BE REFERRED TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO SERVE AS THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, LINE 2 | BUSINESS RELATIONSHIPS BERNADETTE SPONG, JAMAL HAKIM, JOHN CAPPLEMAN, KATHRYN GARRETT, KATHY SWANSON, MARK JONES AND MILDRED BEAM HAD A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS A GROUP OF 40 MEMBERS OF THE COMMUNITY WAS ESTABLISHED WHEN ORLANDO HEALTH WAS CREATED. THIS SELF-PERPETUATING GROUP ELECTS THE GOVERNING BODY OF ORLANDO HEALTH. THIS GROUP DOES NOT APPROVE DECISIONS OF THE GOVERNING BODY, NOR DOES IT RECEIVE A SHARE OF THE INCOME OR NET ASSETS OF ORLANDO HEALTH. |
| FORM 990, PART VI, LINE 7A | MEMBERS OF STOCKHOLDERS WHO MAY ELECT THE GROUP OF 40 MEMBERS DESCRIBED ABOVE ELECTS THE GOVERNING BODY OF ORLANDO HEALTH, INC. |
| FORM 990, PART VI, LINE 11B | FORM 990 REVIEW PROCESS 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 MENTORING AND ENFORCEMENT THE ORGANIZATION 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 15A | OFFICERS AND POSITIONS FOR WHICH COMPENSATION PROCESS WAS USED THE EXECUTIVE COMPENSATION PROCESS AT ORLANDO HEALTH IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS. THEY FOLLOW A BOARD APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THIS PROCESS APPLIES TO THE CEO, ALL OFFICERS AND WAS IMPLEMENTED PRIOR TO OCTOBER 1, 2006. THE CHARTER EMPOWERS THE COMPENSATION COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, PROMOTE RETENTION OF KEY MANAGEMENT TALENT AND ENSURE THAT COMPENSATION AND BENEFITS DO NOT EXCEED MARKET NORMS. ORLANDO HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. TO FULFILL THEIR RESPONSIBILITY TO LOOK AT RELEVANT MARKET DATA, AND BECAUSE OF THE SCALE AND COMPLEXITY OF THE ORGANIZATION, THE COMMITTEE REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ON-GOING ADMINISTRATION OF THE PROGRAM. ORLANDO HEALTH PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND EXECUTIVE BENEFITS. THE COMPENSATION COMMITTEE IS COMPRISED OF 5 INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT, WHICH THEY DO. THE COMPENSATION COMMITTEE'S INDEPENDENT COMPENSATION CONSULTANT AND COUNSEL OPINE TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF THE COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. |
| FORM 990, PART VI, LINE 19 | Availability of Governing Documents, Conflict of Interest Policy, and FINANCIAL STATEMENTS 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 XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES AFFILIATED EQUITY TRANSFERS $(116,561,000) OTHER REVENUE - BOOK/TAX DIFFERENCE $( 469,778) CONTRIBUTIONS - BOOK/TAX DIFFERENCE $ 416,647 OTHER CHANGES AND EXTRAORDINARY ITEMS $( 207,586) ------------- TOTAL $(116,821,717) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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 FOUNDATION INC | ||||||||||
| 3160 SOUTHGATE COMMERCE BLVD | ORLANDO | FL | 32806 | 592244943 | SUPPORT OH | FL | 501(c)(3) | 7 | OHI | Yes (true) |
| ORLANDO HEALTH CENTRAL INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | HEALTHCARE | FL | 501(c)(3) | 3 | OHI | Yes (true) |
| ORLANDO CANCER CENTER INC | ||||||||||
| 1400 S ORANGE AVENUE | ORLANDO | FL | 32806 | 593005020 | CANCER CENTER | FL | 501(c)(3) | 12A | OHI | Yes (true) |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(c)(3) | 12A | OHI | Yes (true) |
| WEST ORANGE HEALTHCARE INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 593269402 | SUPPORT OHC | FL | 501(c)(3) | 12A | OHC | Yes (true) |
| HEALTH CENTRAL FOUNDATION INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 32806 | 592091206 | SUPPORT OHC | FL | 501(c)(3) | 7 | OHF | Yes (true) |
| GREATER ORLANDO CHILDREN'S MIRACLE NETWO | ||||||||||
| 3160 SOUTHGATE COMMERCE BLVD | ORLANDO | FL | 32806 | 593452974 | SUPPORT OHF | FL | 501(c)(3) | 7 | OHF | Yes (true) |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHY SUPRT SRV | FL | 501(c)(3) | 12a | OHI | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE PURCHASING ALLIANCE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 KUHL AVENUE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454843489 | EIN |
| Primary Activities | GROUP PRCHSNG | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $6,671,079 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.92300 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET SERVICES INC & SUBS | ||||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 592246203 | MEDICAL SVCS | FL | OHI | C Corp | -$11,588,678 | $105,263,221 | 1.00000 | Yes (true) | ||||
| ORANGE INDEMNITY LTD | ||||||||||||||||
| 980516252 | CAPTIVE INS | OHI | C Corp | $75,000 | $1,942,231 | 1.00000 | Yes (true) | PO BOX 1159 | KY | CJ | CJ | |||||
| COMMUNITY HEALTH OF FLORIDA INC | ||||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 463171911 | INSURANCE LIC | FL | OHI | C Corp | $0 | $0 | 0.50100 | Yes (true) | ||||
| 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 | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (44 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ORLANDO HEALTH FOUNDATION INC | ||
| c | $7,203,502 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| i | $57,500 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| j | $8,234,669 | FMV |
| HEALTHCARE PURCHASING ALLIANCE LLC | ||
| j | $111,829 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| k | $1,819,146 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| l | $3,626,889 | FMV |
| HEALTHCARE PURCHASING ALLIANCE LLC | ||
| l | $78,401 | FMV |
| HEALTHNET SERVICES INC | ||
| l | $53,473 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| l | $1,909,197 | FMV |
| ORANGE INDEMNITY LTD | ||
| m | $75,000 | FMV |
| HEALTHCHOICE INC | ||
| m | $782,364 | FMV |
| ORLANDO HEALTH FOUNDATION INC | ||
| n | $1,942,107 | FMV |
| ORLANDO HEALTH FOUNDATION INC | ||
| o | $5,033,257 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| o | $6,281,547 | FMV |
| ORLANDO CANCER CENTER INC | ||
| o | $30,471,049 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| o | $243,984,194 | FMV |
| ORLANDO PHYSICIAN NETWORK INC | ||
| o | $4,973,128 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| q | $24,408,222 | FMV |
| HEALTHCARE PURCHASING ALLIANCE LLC | ||
| q | $257,170 | FMV |
| ORLANDO CANCER CENTER INC | ||
| q | $3,146,321 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| q | $34,251,109 | FMV |
| ORLANDO PHYSICIAN NETWORK INC | ||
| q | $921,632 | FMV |
| ORLANDO HEALTH FOUNDATION INC | ||
| q | $1,112,757 | FMV |
| PHYSICIAN ASSOCIATES LLC | ||
| q | $17,830,354 | FMV |
| OHRI LLC | ||
| q | $82,490 | FMV |
| COLLABORATIVE CARE OF FLORIDA LLC | ||
| q | $1,917,187 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| r | $98,000,000 | FMV |
| ORLANDO CANCER CENTER INC | ||
| r | $5,800,000 | FMV |
| ORLANDO PHYSICIAN NETWORK INC | ||
| r | $1,720,000 | FMV |
| ORLANDO HEALTH PHYSICIAN PARTNERS INC | ||
| r | $4,150,000 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| r | $5,835,919 | FMV |
| HEALTHCARE PURCHASING ALLIANCE LLC | ||
| r | $9,208,833 | FMV |
| PHYSICIAN ASSOCIATES LLC | ||
| r | $1,000,000 | FMV |
| HEALTHNET INC | ||
| r | $2,391,000 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| s | $293,475 | FMV |
| OHRI LLC | ||
| r | $1,391,000 | FMV |
| PHYSICIAN ASSOCIATES LLC | ||
| j | $3,685,474 | FMV |
| OHRI LLC | ||
| j | $112,414 | FMV |
| HEALTHCHOICE INC | ||
| j | $59,226 | FMV |
| ORLANDO HEALTH CENTRAL INC | ||
| p | $277,974 | FMV |
| ORLANDO CANCER CENTER INC | ||
| j | $159,626 | FMV |
| ORLANDO PHYSICIANS NETWORK INC | ||
| j | $370,545 | FMV |
| ORLANDO HEALTH FOUNDATION INC | ||
| b | $100,000 | FMV |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||
| b | $141,513 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE O REPRESENT SALARIES AND EMPLOYMENT COSTS OF EMPLOYEES THAT PROVIDE SERVICES TO MULTIPLE ORGANIZATIONS AFFILIATED WITH ORLANDO HEALTH, INC. | ExplanationTxt |