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ORLANDO HEALTH INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ORLANDO HEALTH INC (EIN 59-1726273)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-12
IRS object ID
201602259349301740
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-12T10:04:27-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 South Orange Avenue Suite 2050AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591726273EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Orlando Health IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BERNADETTE SPONGInCareOfNm
Business Name ControlORLABusinessNameControlTxt
Phone4078415155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11414 Kuhl Avenue MP8AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNADETTE SPONGPersonNm
Person TitleCFOPersonTitleTxt
Phone3218415078PhoneNum
Signature2016-08-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDawn M OlivardiaPreparerPersonNm
PTINP00059252PTIN
Phone4074815100PhoneNum
Preparation2016-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDavid StrongPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11414 Kuhl AvenueAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32806ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,521,335,988GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.orlandohealth.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionOUR 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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee14166TotalEmployeeCnt
Total Volunteers1345TotalVolunteersCnt
Total Gross UBI$9,423,075TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,029,032NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$27,120,300PYContributionsGrantsAmt
CY Contributions Grants$17,466,653CYContributionsGrantsAmt
PY Program Service Revenue$1,666,607,260PYProgramServiceRevenueAmt
CY Program Service Revenue$1,841,001,270CYProgramServiceRevenueAmt
PY Investment Income$21,197,747PYInvestmentIncomeAmt
CY Investment Income$20,104,464CYInvestmentIncomeAmt
PY Other Revenue$5,196,940PYOtherRevenueAmt
CY Other Revenue$934,470CYOtherRevenueAmt
PY Total Revenue$1,720,122,247PYTotalRevenueAmt
CY Total Revenue$1,879,506,857CYTotalRevenueAmt
PY Grants And Similar Paid$744,798PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$575,152CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$719,852,460PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$769,526,998CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$235,739PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$100,353CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,225,759CYTotalFundraisingExpenseAmt
PY Other Expenses$751,494,469PYOtherExpensesAmt
CY Other Expenses$794,760,058CYOtherExpensesAmt
PY Total Expenses$1,472,327,466PYTotalExpensesAmt
CY Total Expenses$1,564,962,561CYTotalExpensesAmt
PY Revenues Less Expenses$247,794,781PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$314,544,296CYRevenuesLessExpensesAmt
Total Assets BOY$2,432,650,416TotalAssetsBOYAmt
Total Assets EOY$2,605,277,393TotalAssetsEOYAmt
Total Liabilities BOY$1,223,127,345TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,251,969,364TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,209,523,071NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,353,308,029NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionORLANDO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,310,656,553ExpenseAmt
Grant$575,152GrantAmt
Revenue$1,831,920,806RevenueAmt
DescOrlando Health is one of Florida's 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 Health's flagship facility and home to the area's 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. UF Health Cancer Center/Orlando Health - 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 patient's 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 region's only Level One Trauma Center; the area's 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 Florida's largest employers with more than 15,000 employees and nearly 4,000 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, 2015, we had 410,716 days of inpatient care, 592,332 outpatient visits, more than 14,000 births and 254,110 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 Shepard's 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 2015, Air Care transported 4,126 trauma patients. Bert Martin's Champions for Children Emergency Department & Trauma Center at Orlando Health's Arnold Palmer Hospital provides level one trauma care to pediatric patients. In 2015, through more than 54,000 visits, pediatric patients received specialized emergency care and our team responded to 204 trauma alerts. WOMEN AND CHILDREN'S HEALTH SERVICES The Howard Phillips Center (HPC) 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 2015, The Howard Phillips Center served 15,090 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 2015. 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 other schools throughout the United States. Orlando Health is also a major clinical and community partner with the University of Central Florida's College of Medicine, providing faculty to the program, as well as financial scholarships to the inaugural class of medical students. 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 setting for studentDesc
Total Program Service Expenses$1,310,656,553TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document777IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee14166EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBERNADETTE SPONGPersonNm
Phone3218415078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11414 KUHL AVENUEAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32806ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Gregor Alexander MD
Board Member (Trm End 3/1/15)5.00.0Yes (X)$0$0$0
Brian Besanceney
Board Member5.00.0Yes (X)$0$0$0
C David Brown II
Board Member5.00.0Yes (X)$0$0$0
John Cappleman MD
Board Member5.00.0Yes (X)$0$0$0
Linda W Chapin
Board Member5.00.0Yes (X)$0$0$0
Mary Farrell MD
Board Member5.00.0Yes (X)$130,000$0$0
Lennard Greenbaum MD
Board Member (Trm End 3/1/15)5.00.0Yes (X)$0$0$0
Roy Haley
Board Member5.05.0Yes (X)$0$0$0
Joshua High
Board Member5.00.0Yes (X)$0$0$0
Carolyn Karraker
Board Member5.00.0Yes (X)$0$0$0
Marilyn M King
Board Member5.00.0Yes (X)$0$0$0
Harvey Kobrin
Board Member (Trm End 3/1/15)5.00.0Yes (X)$0$0$0
Rex V McPherson II
Board Member5.00.0Yes (X)$0$0$0
Dianna Morgan
Board Member5.00.0Yes (X)$0$0$0
Mark Sand MD
Board Member (Trm End 3/1/15)5.055.0Yes (X)$0$1,200,585$49,566
Ray Sandhagen
Board Member5.00.0Yes (X)$0$0$0
Amy Saunders
Board Member5.00.0Yes (X)$0$0$0
Conrad Santiago
Board Member5.00.0Yes (X)$0$0$0
Sanford C Shugart PhD
Board Member5.00.0Yes (X)$0$0$0
Aurelio Duran MD
Board Member5.00.0Yes (X)$0$1,091,579$71,956
Phillip Rich
Board Member5.05.0Yes (X)$0$0$0
Stephen J Harr
SR VICE PRES, FINANCE & ADMIN55.013.0$795,234$0$67,380Yes (X)
David Strong
President, CEO (Eff 4/9/2015)65.05.0$0$0$0Yes (X)
Bernadette Spong
SR VP, CFO (Eff 7/27/2015)65.00.0$0$0$0Yes (X)
Jamal Hakim MD
COO55.016.0$1,295,797$0$230,783Yes (X)
Mildred D Beam
SVP, LEGAL AFF & GEN COUNSEL55.00.0$591,190$0$74,287Yes (X)
Karen L Frenier
VP, OPERATIONS, ORMC55.00.0$440,532$0$92,869Yes (X)
Paul A Goldstein
VP, FINANCE/TREASURY & ACCOUNT55.06.0$522,469$0$115,485Yes (X)
David F Huddleson
VP55.00.0$309,194$0$70,766Yes (X)
D Wayne Jenkins MD
VP (Term Ended 8/24/15)55.06.0$1,054,435$0$73,884Yes (X)
Mark A Jones
PRES, DR. P. PHILLIPS HOSP55.06.0$537,356$0$94,297Yes (X)
Cynthia A Powell
PRES, OHPG & VP OHI2.055.0$0$458,625$178,110Yes (X)
Kathy A Swanson
PRES, WPH & SR VP, OHI55.00.0$643,170$0$107,998Yes (X)
John W Bozard
SVP & PRES, APMC & FOUND20.035.0$357,087$357,087$69,034Yes (X)
Nancy G Dinon
VP, HUMAN RESOURCES55.00.0$463,137$0$114,076Yes (X)
Karl W Hodges
VP (Term Ended 3/17/15)55.04.0$401,848$0$97,675Yes (X)
Anne G Peach
VP, NURSING55.00.0$406,472$0$72,572Yes (X)
J Richard Schooler
VP, INFORMATION SYS55.07.0$592,307$0$237,592Yes (X)
Sherrie H Sitarik
FORMER CEO (TRM ENDED 9/25/13)0.00.0$978,146$0$14,406Yes (X)
Shannon P Elswick
PRESIDENT (Trm Ended 6/1/2013)0.00.0$444,783$0$5,879Yes (X)
Robert A Miles
VP (Term Ended 11/11/13)0.00.0$142,007$0$11,806Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,105,164TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,107,876TotReportableCompRltdOrgAmt
Total Other Compensation$1,850,421TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K328IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Brasfield Gorrie LLC
3021 7th Avenue SBIRMINGHAMAL35233Construction$68,865,673
Deloittee Consulting LLP
4022 Sells DriveHERMITAGETN37076Consulting$10,448,840
AVI Foodsystems Inc
2590 Elm Rd NEWARRENOH44483Food Services$8,456,479
J Robinson Group LLC
1416 Lake Shore DrORLANDOFL32803Consulting$7,379,203
Allscripts Healthcare LLC
8526 Six Forks RdRALEIGHNC27615Healthcare info sys$7,137,179
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K321CntrctRcvdGreaterThan100KCnt
Related Organizations$13,999,386RelatedOrganizationsAmt
Government Grants$63,924GovernmentGrantsAmt
All Other Contributions$3,403,343AllOtherContributionsAmt
Total Contributions$17,466,653TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE REVENUE621500$1,747,402,521$1,738,414,835$8,987,686
MANAGEMENT FEES900099$4,583,917$4,583,917
FITNESS CENTER713940$443,201$374,415$68,786
OTHER PROGRAM REVENUE621990$88,571,631$88,547,639$23,992
FieldValueIRS element (for citing)
Total Program Service Revenue$1,841,001,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,324,070TotalRevenueColumnAmt
Exclusion$13,324,070ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$853,534TotalRevenueColumnAmt
Exclusion$853,534ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,281TotalRevenueColumnAmt
Unrelated Business Revenue$2,281UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$827,817RealAmt
Personal$183,719PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$147,980RealAmt
Personal$422,208PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$679,837RealAmt
Personal-$238,489PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$441,348TotalRevenueColumnAmt
Unrelated Business Revenue-$131,589UnrelatedBusinessRevenueAmt
Exclusion$572,936ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$647,093,790SecuritiesAmt
Other$92,013OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$639,798,043SecuritiesAmt
Other$1,460,900OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,295,747SecuritiesAmt
Other-$1,368,887OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,926,860TotalRevenueColumnAmt
Exclusion$5,926,860ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PARKING GARAGE621990$18,922$18,922
PHYSICIANS ANSWERING SERVICE561499$404,719$404,719
INFANT PICTURE CONTRACT900099$67,200$67,200
FieldValueIRS element (for citing)
Other Revenue Total$490,841OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,879,506,857TotalRevenueColumnAmt
Related Or Exempt Func Income$1,831,920,806RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$9,423,075UnrelatedBusinessRevenueAmt
Exclusion$20,696,322ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$575,152TotalAmt
Program Services$575,152ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,319,395TotalAmt
Program Services$2,436,523ProgramServicesAmt
Management And General$8,503,734ManagementAndGeneralAmt
Fundraising$379,138FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$614,784,629TotalAmt
Program Services$502,844,874ProgramServicesAmt
Management And General$108,732,422ManagementAndGeneralAmt
Fundraising$3,207,333FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,927,607TotalAmt
Program Services$19,539,404ProgramServicesAmt
Management And General$4,388,203ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$75,541,698TotalAmt
Program Services$61,029,399ProgramServicesAmt
Management And General$13,938,569ManagementAndGeneralAmt
Fundraising$573,730FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,953,669TotalAmt
Program Services$35,943,726ProgramServicesAmt
Management And General$7,775,743ManagementAndGeneralAmt
Fundraising$234,200FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$632,810TotalAmt
Management And General$632,810ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,734,344TotalAmt
Management And General$6,734,344ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$299,258TotalAmt
Management And General$299,258ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$424,026TotalAmt
Management And General$424,026ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$100,353TotalAmt
Fundraising$100,353FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$316,316TotalAmt
Management And General$316,316ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$103,442,246TotalAmt
Program Services$81,875,534ProgramServicesAmt
Management And General$21,491,721ManagementAndGeneralAmt
Fundraising$74,991FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,071,931TotalAmt
Program Services$11,918,585ProgramServicesAmt
Management And General$5,070,808ManagementAndGeneralAmt
Fundraising$82,538FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,899,016TotalAmt
Program Services$29,751,791ProgramServicesAmt
Management And General$2,673,770ManagementAndGeneralAmt
Fundraising$473,455FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,402,327TotalAmt
Program Services$13,726,995ProgramServicesAmt
Management And General$21,480,259ManagementAndGeneralAmt
Fundraising$195,073FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$74,811,845TotalAmt
Program Services$57,991,750ProgramServicesAmt
Management And General$16,384,252ManagementAndGeneralAmt
Fundraising$435,843FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,970,123TotalAmt
Program Services$1,794,112ProgramServicesAmt
Management And General$983,016ManagementAndGeneralAmt
Fundraising$192,995FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$246,328TotalAmt
Program Services$145,814ProgramServicesAmt
Management And General$75,854ManagementAndGeneralAmt
Fundraising$24,660FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$37,957,034TotalAmt
Program Services$30,755,886ProgramServicesAmt
Management And General$7,201,148ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$94,189,077TotalAmt
Program Services$76,319,675ProgramServicesAmt
Management And General$17,863,839ManagementAndGeneralAmt
Fundraising$5,563FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,627,918TotalAmt
Program Services$24,541,281ProgramServicesAmt
Management And General$86,637ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MEDICAL SUPPLIES$307,350,856$307,350,856
PATIENT MED ASST TRUST FUND$20,138,169$20,138,169
ELIGIBILITY FEES$17,784,639$17,784,639
DISCHARGE SUPPORT$5,179,185$5,179,185

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,282,610TotalAmt
Program Services$9,013,203ProgramServicesAmt
Management And General$3,023,520ManagementAndGeneralAmt
Fundraising$245,887FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,564,962,561TotalAmt
Program Services$1,310,656,553ProgramServicesAmt
Management And General$248,080,249ManagementAndGeneralAmt
Fundraising$6,225,759FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,056,400BOYAmt
EOY$58,803,626EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,205,904BOYAmt
EOY$26,959,724EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$229,053,980BOYAmt
EOY$257,380,174EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$19,821,999BOYAmt
EOY$25,276,423EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,993,687BOYAmt
EOY$30,628,657EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,480,291,084LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,409,841,853LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,026,795,147BOYAmt
EOY$1,070,449,231EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$851,096,573BOYAmt
EOY$926,115,318EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$32,263,781BOYAmt
EOY$32,164,553EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$173,362,945BOYAmt
EOY$177,499,687EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,432,650,416BOYAmt
EOY$2,605,277,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$186,339,812BOYAmt
EOY$216,096,364EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,511,868BOYAmt
EOY$2,628,666EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$879,703,910BOYAmt
EOY$852,240,192EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,757,793BOYAmt
EOY$1,230,997EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,813,962BOYAmt
EOY$179,773,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,223,127,345BOYAmt
EOY$1,251,969,364EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,131,480,647BOYAmt
EOY$1,274,150,325EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,404,242BOYAmt
EOY$78,489,621EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$638,182BOYAmt
EOY$668,083EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,209,523,071BOYAmt
EOY$1,353,308,029EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,432,650,416BOYAmt
EOY$2,605,277,393EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$314,544,296ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$40,323,543NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$130,435,795OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$93,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$424,026OtherActivitiesAmt
Total Lobbying Expenditures$517,026TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePAID STAFF OR MANAGEMENTFormAndLineReferenceDesc
ExplanationSchedule C, Part II-B, Line 1b ASSESSING CURRENT STATE AND FEDERAL LEGISLATION WITH CONSULTANTS WHO ADVISE HOW THE LEGISLATION WOULD AFFECT THE ORGANIZATION TOTALING $101,790. AMOUNTS REPORTED FROM VARIOUS HOSPITAL AND HEALTHCARE MEMBERS OF DUES USED FOR LOBBYING ACTIVITIES TOTALING $322,236.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,001,882BeginningYearBalanceAmt
Contributions$532,938ContributionsAmt
Investment Earnings Or Losses-$885,678InvestmentEarningsOrLossesAmt
Administrative Expenses$79,261AdministrativeExpensesAmt
End Year Balance$23,569,881EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,643,008BeginningYearBalanceAmt
Contributions$6,820ContributionsAmt
Investment Earnings Or Losses$2,460,598InvestmentEarningsOrLossesAmt
Administrative Expenses$108,544AdministrativeExpensesAmt
End Year Balance$24,001,882EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,882,842BeginningYearBalanceAmt
Contributions$280,543ContributionsAmt
Investment Earnings Or Losses$3,565,773InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$86,150AdministrativeExpensesAmt
End Year Balance$21,643,008EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,814,998BeginningYearBalanceAmt
Contributions$337,853ContributionsAmt
Investment Earnings Or Losses$2,766,535InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$36,544AdministrativeExpensesAmt
End Year Balance$17,882,842EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,899,412BeginningYearBalanceAmt
Contributions$26,824ContributionsAmt
Investment Earnings Or Losses-$81,251InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$29,987AdministrativeExpensesAmt
End Year Balance$14,814,998EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.02834PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.97166TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,121,984OtherCostOrOtherBasisAmt
Book Value$57,121,984BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$831,398,405OtherCostOrOtherBasisAmt
Depreciation$334,583,949DepreciationAmt
Book Value$496,814,456BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,707,052OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$10,707,052BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,477,900,765OtherCostOrOtherBasisAmt
Depreciation$1,057,030,041DepreciationAmt
Book Value$420,870,724BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,162,878OtherCostOrOtherBasisAmt
Depreciation$18,227,863DepreciationAmt
Book Value$84,935,015BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,070,449,231TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (9 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE LIFE INS$26,112,186
INVESTMENT IN RELATED PARTIES$13,580,603
MEDICAL MALPRACTICE RECOVERIES$6,230,157
DEPOSITS$7,652,090
GIFT ANNUITY TRUST$3,836,209
CONTRIBUTIONS FROM FOUNDATION$490,456
CAP ACCUM/DEF COMP BENEFITS$8,817,594
DUE FROM AFFILIATES$102,184,135
ASSETS HELD FOR RESALE$8,596,257
FieldValueIRS element (for citing)
Total Book Value Other Assets$177,499,687TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
CONTRACT TERMINATION LIABILITY$11,915,303
FIN 48 OBLIGATION$679,897
LT-LIAB CAP/ACCUM DEF COMP$8,817,593
DEBT GUARANTEE - S. LAKE BONDS$1,280,000
SWAP LIABILITIES$41,278,999
PROFESSIONAL AND GENERAL LIABILITY$108,419,239
REGULATORY ASSESSMENTS$61,087
LT- DUE TO AFFILIATES$5,478,346
PHYSICIAN LOAN RESERVE$67,676
OTHER LIABILITIES$1,775,005
FieldValueIRS element (for citing)
Total Liability$179,773,145TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLIABILITY FOR UNCERTAIN TAX POSITION (ASC 740)FormAndLineReferenceDesc
ExplanationSchedule D, Part X, Line 2 ORLANDO HEALTH AND SUBSTANTIALLY ALL OF ITS CONSOLIDATING ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS, RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 501(E) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CERTAIN OF THE CONTROLLED AFFILIATES ARE ORGANIZED AS FOR-PROFIT CORPORATIONS, BUT HAVE PRODUCED NET OPERATING LOSSES TO DATE. ACCORDINGLY, IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION, THESE ENTITIES HAVE RECOGNIZED DEFERRED TAX ASSETS ASSOCIATED WITH THEIR NET OPERATING LOSSES, ALONG WITH A FULL VALUATION ALLOWANCE SINCE IT IS UNLIKELY THAT THESE DEFERRED TAX ASSETS WILL BE REALIZED.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices1OfficesCnt
Employee1EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedCaptive InsuranceSpecificServicesProvidedTxt
Region Total Expenditures$73,718RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$73,718SubtotalSpentAmt
Total Spent$73,718TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonHARRIS CONNECT LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11511 Route 22 Suite C-25AddressLine1Txt
CityBrewsterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10509ZIPCd
FieldValueIRS element (for citing)
ActivityTELEPHONE SOLICITINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$100,353RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$100,353TotalRetainedByContractorsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDISTINGUISHING PYMTS FOR PROF. FUNDRAISING SERVICES FROM EXP PYMT OR REIMBFormAndLineReferenceDesc
ExplanationSCHEDULE G, PART I, COL V PLEDGE COMMITMENTS ARE GENERATED VIA TELEPHONE BY HARRIS CONNECT 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

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$63,257,023TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$63,257,023NetCommunityBenefitExpnsAmt
Total Expense0.04040TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$275,720,114TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$214,214,346DirectOffsettingRevenueAmt
Net Community Benefit Expns$61,505,768NetCommunityBenefitExpnsAmt
Total Expense0.03930TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,200,368TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,241,171DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,959,197NetCommunityBenefitExpnsAmt
Total Expense0.00510TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$349,177,505TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$216,455,517DirectOffsettingRevenueAmt
Net Community Benefit Expns$132,721,988NetCommunityBenefitExpnsAmt
Total Expense0.08480TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$22,237,720TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$820,618DirectOffsettingRevenueAmt
Net Community Benefit Expns$21,417,102NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$47,446,760TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,121,300DirectOffsettingRevenueAmt
Net Community Benefit Expns$35,325,460NetCommunityBenefitExpnsAmt
Total Expense0.02260TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,605,027TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,605,027NetCommunityBenefitExpnsAmt
Total Expense0.00170TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$701,149TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$701,149NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$72,990,656TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,941,918DirectOffsettingRevenueAmt
Net Community Benefit Expns$60,048,738NetCommunityBenefitExpnsAmt
Total Expense0.03840TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$422,168,161TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$229,397,435DirectOffsettingRevenueAmt
Net Community Benefit Expns$192,770,726NetCommunityBenefitExpnsAmt
Total Expense0.12320TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$312,669TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$312,669NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$312,669TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$312,669NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$11,353,864BadDebtExpenseAmt
Reimbursed By Medicare$241,166,761ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$240,525,780CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$640,981MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities5HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (5 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdChildrens HospitalChildrensHospitalIndOtherOtherDesc
Orlando Health (fka) Orlando Region
11414 S ORANGE AVENUEORLANDOFL32806SEE SUPPLEMENTAL INFORMATION FOR WEBSITE4393Yes (X)Yes (X)Yes (X)Yes (X)A
DR P PHILLIPS HOSPITAL
29400 TURKEY LAKE RDORLANDOFL32819SEE SUPPLEMENTAL INFORMATION FOR WEBSITE4393Yes (X)Yes (X)Yes (X)A
SOUTH SEMINOLE HOSPITAL
3555 W SR 434LONGWOODFL32279SEE SUPPLEMENTAL INFORMATION FOR WEBSITE4393Yes (X)Yes (X)Yes (X)A
ARNOLD PALMER HOSPITAL FOR CHILDREN
492 W MILLERORLANDOFL32806SEE SUPPLEMENTAL INFORMATION FOR WEBSITE4393Yes (X)Yes (X)Yes (X)AYes (X)
WINNIE PALMER HOSP FOR WOMEN & BABIES
582 W MILLERORLANDOFL32806SEE SUPPLEMENTAL INFORMATION FOR WEBSITE4393Yes (X)Yes (X)Yes (X)Yes (X)ANeonatal Unit

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttp://www.orlandohealth.comOwnWebsiteURLTxt
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt13ImplementationStrategyAdptYr
Strategy Posted WebsitefalseStrategyPostedWebsiteInd
Strategy AttachedYes (true)StrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE SUPPLEMENTAL INFOFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE SUPPLEMENTAL INFOFAPAppAvailableOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Average Negotiated RatesYes (X)AverageNegotiatedRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION AMain Website: http://www.orlandohealth.com Orlando Health (f.k.a) Orlando Regional Medical Center: http://www.orlandohealth.com/orlandoregionalmedicalcenter/index.aspx Dr. P. Phillips Hospital: http://www.orlandohealth.com/drpphillipshospital/Index.aspx South Seminole Hospital: http://www.orlandohealth.com/southseminolehospital/index.aspx Arnold Palmer Hospital: http://www.orlandohealth.com/arnoldpalmerhospital/Index.aspx Winnie Palmer Hospital: http://www.orlandohealth.com/winniepalmerhospital/Index.aspx
PART V, SECTION B, LINE 5FOR OUR 2013 COMMUNITY HEALTH NEEDS ASSESSMENT, WE CONTRACTED THE HEALTH COUNCIL OF EAST CENTRAL, FLORIDA, INC. (HEALTH COUNCIL), A PRIVATE, NOT-FOR-PROFIT HEALTHCARE PLANNING AGENCY PROVIDING RESEARCH, EDUCATION AND PROGRAM SUPPORT TO IMPROVE HEALTHCARE DELIVERY AND OUTCOMES CONDUCTED STAKEHOLDER INTERVIEWS ON BEHALF OF THE HOSPITAL. THE HEALTH COUNCIL WORKED WITH REPRESENTATIVES FROM ALL THE HOSPITALS THAT PARTICIPATED IN THE ASSESSMENT TO ENSURE THE STAKEHOLDER LIST WAS INCLUSIVE AND REPRESENTATIVE OF THE COMMUNITY. THE MONTANA STATE LIBRARY COMMUNITY STAKEHOLDER TEMPLATE WAS USED AS A GUIDE TO IDENTIFY KEY INFORMANTS BY COUNTY. AS DEFINED BY THE PREVENTION INSTITUTE, BASIC ELEMENTS OF COMMUNITY DEVELOPMENT ARE FACTORS THAT INFLUENCE AN INDIVIDUAL'S ABILITY TO LEAD A HEALTHY, PRODUCTIVE LIFE. THESE ELEMENTS WERE USED TO DEVELOP THE FOUNDATION FOR THE INTERVIEW QUESTIONS. SEE BELOW. EQUITABLE OPPORTUNITIES: RACIAL JUSTICE, JOBS AND EDUCATION; PLACE: PARKS AND OPEN SPACE, TRANSPORTATION, HOUSING, AIR, WATER AND SAFETY; PEOPLE: SOCIAL NETWORKS AND WILLINGNESS TO ACT FOR THE COMMON GOOD HEALTHCARE SERVICES: PREVENTIVE, TREATMENT, ACCESS, CULTURAL COMPETENCY, AND EMERGENCY RESPONSE. THE STAKEHOLDERS REPRESENTED BROAD POPULATIONS INCLUDING THE ELDERLY, MEDICAL UNDERSERVED, MINORITY GROUPS, AND LOW-INCOME POPULATIONS. APPENDIX D OF THE CHNA CONTAINS THE STAKEHOLDER LIST.
PART V, SECTION B, LINE 6AORLANDO HEALTH: ARNOLD PALMER MEDICAL CENTER (ARNOLD PALMER HOSPITAL FOR CHILDREN, WINNIE PALMER HOSPITAL FOR WOMEN & BABIES), DR. P. PHILLIPS HOSPITAL, HEALTH CENTRAL HOSPITAL, ORLANDO REGIONAL MEDICAL CENTER (UF HEALTH CANCER CENTER AT ORLANDO HEALTH), SOUTH SEMINOLE HOSPITAL FLORIDA HOSPITAL: FLORIDA HOSPITAL ALTAMONTE, FLORIDA HOSPITAL APOPKA, FLORIDA HOSPITAL CELEBRATION HEALTH, FLORIDA HOSPITAL EAST ORLANDO, FLORIDA HOSPITAL KISSIMMEE, FLORIDA HOSPITAL ORLANDO (FLORIDA HOSPITAL FOR CHILDREN), WINTER PARK MEMORIAL HOSPITAL LAKESIDE BEHAVIORAL HEALTHCARE: KENNEDY PLAZA, LAKESIDE PLACE APARTMENTS, PRINCETON PLAZA, RESIDENTIAL PLAZA
PART V, SECTION B, LINE 6BFLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY
PART V, SECTION B, LINE 11FOR 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. WITH OUR PARTICIPATION IN THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), ORLANDO HEALTH DEVELOPED NEW AND IS ENHANCING ESTABLISHED COMMUNITY BENEFIT PROGRAMS THAT ADDRESS HEALTH NEEDS IDENTIFIED THROUGH THE CHNA. IN FISCAL YEAR 2015 WE DEVELOPED AND PROVIDED INTERVENTIONS FOR SELECTED HEALTH NEEDS IN AN EFFORT TO IMPROVE THE HEALTH STATUS OF RESIDENTS IN OUR COMMUNITY. WE WILL SUSTAIN THESE EFFORTS THROUGH FISCAL YEAR 2016 WHILE PARTICIPATING IN THE NEXT CHNA CYCLE. 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 ISSUE; CURRENT COMMUNITY BENEFIT EFFORTS; COMMUNITY PARTNERSHIPS; AND OPPORTUNITIES FOR COLLABORATION. BELOW IS A SUMMARY OF THE HEALTH NEEDS ORLANDO HEALTH SELECTED AS AREAS OF FOCUS FROM THE 2013 CHNA: - HEART DISEASE IS A LEADING CAUSE OF DEATH IN NOT ONLY THE NATION, BUT IN OUR COMMUNITY. WHILE IT IS A VERY COSTLY HEALTH PROBLEM, IT IS AMONG THE MOST PREVENTABLE HEALTH CONDITIONS. AT ORLANDO HEALTH, WE DEVELOPED A NUMBER OF SERVICES AND SPECIALIZED CLINICS TO HELP RESIDENTS IN OUR COMMUNITY BECOME HEALTHIER AND STAY HEALTHY IN CONJUNCTION WITH OUR ORLANDO HEALTH HEART INSTITUTE. THESE ARE JUST SOME OF THE REASONS ORLANDO HEALTH SELECTED HEART DISEASE AS A PRIORITY. WITH THE ORLANDO HEALTH HEART INSTITUTE, WE ARE FOCUSING ON HEART DISEASE PREVENTION, DETECTION, AND THE IMPORTANCE OF MAINTAINING A HEALTHY LIFESTYLE THROUGH EDUCATION AND COMMUNITY OUTREACH. - CANCER IS ANOTHER LEADING CAUSE OF DEATH IN OUR COMMUNITY AND THE SECOND LEADING CAUSE OF DEATH IN THE NATION. SPECIFICALLY, MORE PEOPLE DIE FROM LUNG CANCER ANNUALLY THAN ANY OTHER TYPE OF CANCER, EXCEEDING THE TOTAL DEATHS CAUSED BY BREAST CANCER, COLORECTAL CANCER, AND PROSTATE CANCER COMBINED. THROUGH OUR UF HEALTH CANCER CENTER AT ORLANDO HEALTH, WE HOUSE ONE OF THE LARGEST, MOST COMPREHENSIVE CANCER PROGRAMS IN THE STATE OF FLORIDA. AS A RESULT, ORLANDO HEALTH SELECTED LUNG CANCER AS A PRIORITY AND IS FOCUSING ON LUNG CANCER PREVENTION. WITH THE SUPPORT OF THE UF HEALTH CANCER CENTER AT ORLANDO HEALTH, CENTRAL FLORIDA AREA HEALTH EDUCATION CENTERS (AHEC) TOBACCO, AND OTHER COMMUNITY PARTNERS (I.E., SCHOOLS, CAMPS, AFTER SCHOOL PROGRAMS) WE PROVIDE SMOKING CESSATION PROGRAMS TO ADULTS AND SMOKING PREVENTION EDUCATION TO YOUTH IN OUR COMMUNITY. - OVERWEIGHT AND OBESITY IS AN IMPORTANT INDICATOR FOR THE OVERALL HEALTH AND LIFESTYLE OF A COMMUNITY. ACCORDING TO THE CENTERS FOR DISEASE CONTROL AND PREVENTION, DURING THE PAST 20 YEARS, THERE HAS BEEN A DRAMATIC INCREASE IN OBESITY IN THE UNITED STATES AND RATES REMAIN HIGH. CURRENTLY, ONE IN THREE ADULTS AND ONE IN SIX CHILDREN/ADOLESCENTS ARE OBESE. IT IS PARTICULARLY OF CONCERN FOR WOMEN OF CHILD-BEARING AGE BECAUSE OBESITY HAS BEEN ASSOCIATED WITH BOTH SHORT- AND LONG-TERM HEALTH EFFECTS FOR THEM, AS WELL AS FOR THEIR OFFSPRING. OVERWEIGHT AND OBESITY NOT ONLY INCREASES THE RISK OF CHRONIC DISEASE AND MORTALITY FOR THESE WOMEN, BUT ALSO INCREASE THE RISK OF INFERTILITY AND ADVERSE PREGNANCY OUTCOMES. AS A RESULT, ORLANDO HEALTH WILL DEVELOP AND PROVIDE HEALTHY LIFESTYLE EDUCATION AND COMMUNITY OUTREACH OPPORTUNITIES FOR WOMEN OF CHILD-BEARING AGE. WE WILL ALSO WORK WITH PARTNERS TO INCREASE HEALTH LITERACY REGARDING OVERWEIGHT AND OBESITY. WE ARE SUPPORTING A TEACHING GARDEN AT A TITLE I ELEMENTARY SCHOOL. THROUGH THE PROGRAM, STUDENTS ARE LEARNING ABOUT NUTRITIONAL CHOICES AND THE IMPORTANCE OF MAINTAINING A HEALTHY LIFESTYLE. IN ADDITION TO FINANCIAL SUPPORT, OUR TEAM MEMBERS GO TO THE SCHOOL TO PROVIDE FACE TO FACE EDUCATION TO ALL THE STUDENTS. WE ARE ALSO WORKING WITH ORGANIZATTIONS TO INCREASE HEALTHY LITERACY REGARDING OVERWEIGHT AND OBESITY IN CHILDREN. - PRETERM BIRTH AND LOW BIRTH WEIGHT ARE NOT ONLY BIRTH OUTCOMES THAT OFTEN REQUIRE SPECIALIZED MEDICAL CARE, BUT CAN CAUSE DEATH OR LONG-TERM DISABILITY AMONG INFANTS. IN OUR COMMUNITY, RATES ARE ESPECIALLY HIGH AMONG THE BLACK/AFRICAN-AMERICAN AND HISPANIC/LATINO POPULATIONS. ORLANDO HEALTH HAS WELL-ESTABLISHED WORKING RELATIONSHIPS WITH A NUMBER OF ORGANIZATIONS IN THE COMMUNITY THAT FOCUS ON MATERNAL AND CHILD HEALTH. THESE ORGANIZATOINS INCLUDE, BUT ARE NOT LIMITED TO: THE FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY; HEALTHY START; CENTRAL FLORIDA FAMILY HEALTH CENTERS; AND HEALTHY ORANGE FLORIDA. WITH THEIR SUPPORT, WE ARE DEVELOPING AND PROVIDING EDUCATION AND COMMUNITY OUTREACH OPPORTUNITIES FOR WOMEN OF CHILD-BEARING AGE, INCLUDING THOSE SPECIFICALLY FOR THE VULNERABLE POPULATIONS MENTIONED. WE CONTINUE TO WORK WITH ORGANIZATIONS ON INCREASING HEALTH LITERACY REGARDING THE IMPORTANCE OF PRENATAL CARE AND OBTAINING HEALTHY BIRTH OUTCOMES. - BIRTH DEFECTS ARE CONDITIONS PRESENT AT BIRTH, WHICH CAUSE STRUCTURAL CHANGES IN ONE OR MORE PARTS OF THE BODY. THEY CAN HAVE A SERIOUS, ADVERSE EFFECT ON HEALTH, DEVELOPMENT, OR FUNCTIONAL ABILITY. IN SUPPORT OF DETECTION AND TREATMENT OF CONGENITAL HEART DEFECTS, WE SCREEN ALL NEWBORNS PRIOR TO DISCHARGE. PREVIOUSLY, ORLANDO HEALTH WAS NOT REQUIRED TO SCREEN, BUT DID SO, RECOGNIZING IT AS A BEST PRACTICE. WITHIN THE PAST YEAR, SCREENING IS NOW REQUIRED. - MOTOR VEHICLE COLLISION RELATED INJURIES KILL MORE CHILDREN AND YOUNG ADULTS THAN ANY OTHER SINGLE CAUSE IN THE UNITED STATES. IN OUR COMMUNITY, MOTOR VEHICLE COLLISIONS ARE ONE OF THE LEADING CAUSES OF PREMATURE DEATH. ORLANDO HEALTH DEVELOPED EDUCATION RELATED TO THE IMPORTANCE OF SAFETY SPECIFICALLY AS IT RELATES TO CHILD SEATS, SAFETY BELTS, AND BICYCLE HELMETS. ORLANDO HEALTH IDENTIFIES AND PARTICIPATES IN COMMUNITY OUTREACH OPPORTUNITIES TO PROVIDE THIS EDUCATION WHILE COLLABORATING WITH COMMUNITY ORGANIZATIONS. FOR THOSE NEEDS IDENTIFIED THROUGH THE 2013 CHNA THAT DID NOT EMERGE AS AN AREA OF STRATEGIC PRIORITY DURING OUR PRIORITIZATION PROCESS, ORLANDO HEALTH DOES PROVIDE SUPPORT AND SERVICES FOR SEVERAL OF THE REMAINING NEEDS IN SOME FORM OR FASHION. AT THE TIME OF PRIORITIZATION, WE TOOK INTO CONSIDERATION 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 THAT WE DID NOT SELECT, WE WILL CONTINUE TO PROVIDE SUPPORT AND SERVICES WHERE APPROPRIATE. BELOW IS THE LIST OF NEEDS ORLANDO HEALTH DID NOT SELECT FOLLOWING THE 2013 CHNA AND A BRIEF DESCRIPTION REGARDING OUR DETERMINATION. - DIABETES - WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR DIABETES AND WORK WITH COMMUNITY ORGANIZATIONS THAT CURRENTLY ADDRESS DIABETES. AT THIS TIME, HEALTHY ORANGE FLORIDA IS FOCUSING ON THE NEED WHICH IS A COLLABORATION THAT ORLANDO HEALTH HELP FOUND AND IS A MEMBER. MOREOVER, ORLANDO HEALTH'S FOCUS ON HEART DISEASE WILL IMPACT DIABETES. - SEXUALLY TRANSMITTED DISEASES - WE WILL CONTINUE TO PROVIDE EXISTING SERVICES FOR SEXUALLY TRANSMITTED DISEASES AT ORLANDO HEALTH AND WORK WITH OUR INFECTIOUS DISEASE PHYSICIAN PRACTICE AND COMMUNITY ORGANIZATIONS TO ADDRESS THE NEED. - SUBSTANCE ABUSE - WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR SUBSTANCE ABUSE AND WORK WITH COMMUNITY ORGANIZATIONS, BUT ADDITIONAL FINANCIAL RESOURCES ARE NOT AVAILABLE AT THIS TIME TO BROADEN OUR SCOPE. - MENTAL HEALTH - WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR MENTAL HEALTH AND WORK WITH COMMUNITY PARTNERS, BUT ADDITIONAL FINANCIAL RESOURCES ARE NOT AVAILABLE AT THIS TIME TO BROADEN OUR SCOPE. - CHRONIC DISEASE MANAGEMENT - WE CURRENTLY PROVIDE PROGRAMS AND SERVICES FOR CHRONIC DISEASE MANAGEMENT AND WORK WITH COMMUNITY ORGANIZATIONS THAT ALSO ADDRESS THE NEED. THROUGH OUR FOCUS ON HEART DISEASE, OVERWEIGHT AND OBESITY AND CANCER WE WILL IMPACT THIS NEED. IN ADDITION, HEALTHY ORANGE FLORIDA'S FOCUS ON DIABETES AND HEALTHY SEMINOLE'S FOCUS ON OBESITY FALLS UNDER CHRONIC DISEASE MANAGEMENT. AGAIN, ORLANDO HEALTH IS A FOUNDER AND MEMBER OF BOTH COLLABORATIONS. - VIOLENT CRIME - WE DO NOT HAVE THE EXPERTISE OR RESOURCES TO EFFECTIVELY ADDRESS THIS NEED AS A HOSPITAL. HOWEVER, WE CURRENTLY PROVIDE SUPPORT WHERE APPROPRIATE AND WORK WITH COMMUNITY ORGANIZATIONS THAT FOCUS ON THIS NEED. - HEALTH LITERACY - WE WILL CONTINUE CURRENT INITIATIVES THAT SUPPORT THE NEED IN THE COMMUNITY. MOREOVER, THE FOCUS ON HEART DISEASE, CANCER, OVERWEIGHT AND OBESITY, PRETERM BIRTH AND LOW BIRTH WEIGHT, BIRTH DEFECTS AND MOTOR VEHICLE COLLISIONS WILL
PART V, SECTION B, LINE 16A AND LINE 16Bhttp://www.orlandohealth.com/patients-and-visitors/patient-financial-resou rces/financial-assistance-program

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7THE 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 FBAD 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 IITHE PRIMARY PURPOSE OF ORLANDO HEALTH'S 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 TWO NEW COMMUNITY BASED PHYSICIANS TO SUPPORT THE PHYSICIAN SHORTAGES IN OUR COMMUNITY DURING THE YEAR.
PART III, LINE 2 AND LINE 4BAD 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 ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT 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 DEBT EXPENSE, 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 HEALTHCARE 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 SYSTEM'S 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 ALLOWNCE 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 $19,987,000 DURING THE YEAR ENDED SEPTEMBER 30, 2015, FROM $142,941,000 AT SEPTEMBER 30, 2014, TO $162,928,000 AT SEPTEMBER 30, 2015. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS INCLUDES $79,087,000, $67,799,000, AND $69,093,000, IN AMOUNTS DUE FROM THIRD-PARTY PAYORS (INCLUDING THE PATIENT RESPONSIBILITY PORTION INCLUDED IN THESE ACCOUNTS) AT SEPTEMBER 30, 2015, 2014, OR 2013, RESPECTIVELY. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY HOSPITAL PATIENTS AS A PERCENT OF RELATED SELF-PAY ACCOUNTS RECEIVABLE WAS 94%, 95%, AND 95% AT SEPTEMBER 30, 2015, 2014, AND 2013, RESPECTIVELY. THE PORTION FOR BAD DEBTS DECREASED FROM $120,019,000 FOR THE YEAR ENDED SEPTEMBER 30, 2014, TO $112,793,000 FOR THE YEAR ENDED SEPTEMBER 30, 2015.
PART III, LINE 8THE 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 SURPLUS AS A COMMUNITY BENEFIT.
PART III, LINE 9BCOLLECTION 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, QUESTION 2NEEDS ASSESSMENT IN 2013, ORLANDO HEALTH'S ORLANDO REGIONAL MEDICAL CENTER (ORMC), DR. P. PHILLIPS HOSPITAL, SOUTH SEMINOLE HOSPITAL, ARNOLD PALMER HOSPITAL FOR CHILDREN, AND WINNIE PALMER HOSPITAL FOR WOMEN & BABIES, 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 SPONSORS 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, QUESTION 3PATIENT 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, QUESTION 4COMMUNITY INFORMATION ORLANDO HEALTH CURRENTLY OPERATES 5 HOSPITALS IN CENTRAL FLORIDA WHICH HAS OVER TWO MILLION RESIDENTS AND THOUSANDS OF INTERNATIONAL VISISTORS ANNUALLY. ORLANDO HEALTH HAS MORE THAN 15,181 EMPLOYEES AND 2,120 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 1,710 FULLY CERTIFIED BEDS, ADVANCED MEDICAL TREATMENTS AND PROCEDURES AND HIGHLY QUALIFIED STAFF. ORLANDO HEALTH IS COMPRISED OF ORLANDO REGIONAL MEDICAL CENTER (ORMC), ARNOLD PALMER HOSPITAL FOR CHILDREN, WINNIE PALMER HOSPITAL FOR WOMEN & BABIES, 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 254,110 PATIENTS VISISTED OUR EMERGENCY DEPARTMENTS IN 2015. ARNOLD PALMER HOSPITAL IS THE FIRST FACILITY IN CENTRAL FLORIDA TO PROVIDE EMERGENCY CARE EXCLUSIVELY FOR PEDIATRICS INCLUDING LEVEL 1 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 538 ADULT TRAUMA PATIENTS AND 88 PEDIATRIC TRAUMA PATIENTS IN 2015. ORLANDO HEALTH'S PRIMARY SERVICE AREA IS COMPRISED OF ORANGE, OSCEOLA, SEMINOLE AND LAKE COUNTIES. THE MEDIAN HOUSEHOLD INCOME IN THESE COUNTIES IS $50,652 WHEREAS THE AVERAGE HOUSEHOLD INCOME IS $66,451. IN CENTRAL FLORIDA, 12.2 PERCENT OF HOUSEHOLDS IN CENTRAL FLORIDA ARE BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE FOUR COUNTY AREA IS 23.2 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, QUESTION 5PROMOTION 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, QUESTION 6AFFILIATED HEALTH CARE 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 $209 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS.
PART VI, QUESTION 7NONE

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Grace Medical Home Inc
51 Pennsylvania StOrlandoFL32806261817966501(c)(3)$119,200Sponsorship Fee
Orange County Public Schools
600 Courtland St Suite 565OrlandoFL32804593125675501(c)(3)$70,202Sponsorship FeeSuite 400-C
American Heart Association Inc
237 E Marks StOrlandoFL32803135613797501(c)(3)$68,000Sponsorship Fee
CAMP BOGGY CREEK
30500 Brantley Branch RdEustisFL32736593012889501(c)(3)$30,000Sponsorship FeeSuite 465
Central Florida Black Nurses
P O Box 585142OrlandoFL32858593288443501(c)(3)$10,250Sponsorship Fee
A Gift for Teaching
6501 Magic Way Bldg 400COrlandoFL32809593515162501(c)(3)$7,500Sponsorship Fee
Healthcare Center for the Homeless Inc
232 N Orange Blossom TrailOrlandoFL32805593185020501(c)(3)$205,000Sponsorship FeeSuite 105
Orange County Healthy Start Coalition Inc
600 Courtland St Suite 565OrlandoFL32804593125675501(c)(3)$12,500Sponsorship FeeSuite 190
Ronald McDonald House Charities of Central Florida
1030 N Orange Avenue Suite 105OrlandoFL32801593211250501(c)(3)$49,000Sponsorship FeeSuite 115
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S.FormAndLineReferenceDesc
ExplanationSchedule I, Part I, Line 2 ORLANDO HEALTH, INC. MAKES GRANTS SOLELY TO GOVERNMENT ENTITIES AND ORGANIZATIONS EXEMPT FROM TAX UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) THAT FURTHER THE MISSION OF ORLANDO HEALTH TO SUPPORT HEALTHCARE IN CENTRAL FLORIDA. ORLANDO HEALTH'S 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 ORGANIZATION'S MISSION IS ALIGNED WITH ORLANDO HEALTH'S MEETING A SOCIAL AND COMMUNITY NEED IN THE AREAS OF HEALTH, SOCIAL SERVICES, ARTS AND EDUCATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jamal Hakim MD
COO$799,735$0$432,934$0$63,128$0$230,783$0$0$0$1,526,580$0$15,986$0
Mark Sand MD
Board Member (Trm End 3/1/15)$0$548,886$0$543,499$0$108,200$0$34,050$0$15,516$0$1,250,151$0$0
Sherrie H Sitarik
FORMER CEO (TRM ENDED 9/25/13)$0$0$0$0$978,146$0$0$0$14,406$0$992,552$0$0$0
Mildred D Beam
SVP, LEGAL AFF & GEN COUNSEL$372,750$0$140,104$0$78,336$0$58,311$0$15,976$0$665,477$0$52,286$0
John W Bozard
SVP & PRES, APMC & FOUND$228,468$228,468$86,736$86,736$41,883$41,883$26,983$26,983$7,534$7,534$391,604$391,604$0$0
Nancy G Dinon
VP, HUMAN RESOURCES$298,505$0$113,529$0$51,103$0$91,420$0$22,656$0$577,213$0$34,568$0
Aurelio Duran MD
Board Member$0$339,245$0$655,705$0$96,629$0$51,550$0$20,406$0$1,163,535$0$0
Shannon P Elswick
PRESIDENT (Trm Ended 6/1/2013)$0$0$0$0$444,783$0$562$0$5,317$0$450,662$0$223,096$0
Karen L Frenier
VP, OPERATIONS, ORMC$283,743$0$112,928$0$43,861$0$71,014$0$21,855$0$533,401$0$28,214$0
Paul A Goldstein
VP, FINANCE/TREASURY & ACCOUNT$337,697$0$129,598$0$55,174$0$93,798$0$21,687$0$637,954$0$44,642$0
Stephen J Harr
SR VICE PRES, FINANCE & ADMIN$512,909$0$193,746$0$88,579$0$51,550$0$15,830$0$862,614$0$0$0
Karl W Hodges
VP (Term Ended 3/17/15)$253,767$0$98,911$0$49,170$0$73,013$0$24,662$0$499,523$0$34,512$0
David F Huddleson
VP$200,925$0$81,001$0$27,268$0$55,442$0$15,324$0$379,960$0$17,935$0
D Wayne Jenkins MD
VP (Term Ended 8/24/15)$580,646$0$217,808$0$255,981$0$51,550$0$22,334$0$1,128,319$0$241,894$0
Mark A Jones
PRES, DR. P. PHILLIPS HOSP$365,312$0$136,272$0$35,772$0$78,028$0$16,269$0$631,653$0$32,148$0
Robert A Miles
VP (Term Ended 11/11/13)$0$0$0$0$142,007$0$0$0$11,806$0$153,813$0$0$0
Anne G Peach
VP, NURSING$272,603$0$102,372$0$31,497$0$50,240$0$22,332$0$479,044$0$27,919$0
Cynthia A Powell
PRES, OHPG & VP OHI$0$327,691$0$123,748$0$7,186$0$171,662$0$6,448$0$636,735$0$0
J Richard Schooler
VP, INFORMATION SYS$390,197$0$148,807$0$53,303$0$213,130$0$24,462$0$829,899$0$51,115$0
Kathy A Swanson
PRES, WPH & SR VP, OHI$392,827$0$199,997$0$50,346$0$94,394$0$13,604$0$751,168$0$46,919$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
RELATED ORGANIZATIONSCHEDULE J, PART I, LINE 3 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), HEALTHCARE PURCHASING ALLIANCE, INC. (EIN: 45-4843489), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941.
SERVANCE OR CHANGE OF CONTROLSchedule J, Part I, Line 4a SEVERANCE PAYMENTS TO THE FOLLOWING: P. SHANNON ELSWICK $444,783 SHERRIE SITARIK $978,146 ROBERT MILES $142,007
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANSchedule J, Part I, Line 4b DEFERRAL DISTRIBUTIONS PAID TO THE FOLLOWING: MILDRED BEAM $77,745 JAMAL HAKIM $16,977 NANCY DINON $47,159 D. WAYNE JENKINS $241,894 KAREN FRENIER $33,613 PAUL GOLDSTEIN $48,695 KARL HODGES $45,835 DAVID HUDDLESON $22,362 MARK JONES $32,158 ANNE PEACH $27,927 JOHN SCHOOLER $51,130 KATHY SWANSON $46,934 DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: MILDRED BEAM $55,061 JOHN W. BOZARD $18,694 NANCY G. DINON $39,870 KAREN L. FRENIER $40,360 PAUL A. GOLDSTEIN $59,748 JAMAL HAKIM $179,233 KARL W. HODGES $44,463 DAVIS F. HUDDLESON $21,570 MARK A. JONES $49,478 CYNTHIA POWELL $143,112 JOHN R. SCHOOLER $161,580 KATHY A. SWANSON $60,344

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Orange County Health Facilities Authority
A5213785956845032J32006-01-25$182,254,609Refund Remaining Series 2002 BondsYes (true)falsefalse
Orange County Health Facilities Authority
B5213785956845035Q42008-06-18$78,568,277Repay Credit Draw Refund Series 20falsefalsefalse
Orange County Health Facilities Authority
C5213785956845035L52008-05-15$155,816,665Convert Series 2005A, 2006A1 & A2falsefalsefalse
Orange County Health Facilities Authority
D5213785956845035U52008-06-18$179,360,000Refund Series 1999A, 1999B & 1999Cfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$106,800,000$189,637,923$18,228,843$0$87,204,319$4,155,756$0$0$76,388,532$0$02006falseYes (true)Yes (true)Yes (true)
B$0$0$79,317,134$8,283,858$0$0$847,852$0$0$14,685,424$55,500,000$02008Yes (true)falseYes (true)Yes (true)
C$10,625,000$0$158,971,809$0$0$0$0$0$0$0$154,675,000$02008Yes (true)falseYes (true)Yes (true)
D$125,230,000$0$179,362,824$0$0$159,865,025$210,634$0$0$0$0$18,727,3252008Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndTotal Private Business UseTotalPrivateBusinessUsePct
AfalseYes (true)Yes (true)Yes (true)false0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
DfalsefalseYes (true)Yes (true)false0.00040falsefalsefalseYes (true)0.00040

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falseYes (true)Yes (true)falsefalse0falseYes (true)
0
BfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)
Morgan StanleyDexia
DfalseYes (true)falseYes (true)Yes (true)Yes (true)false0falseYes (true)13.1false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DESCRIPTION OF PURPOSESCHEDULE 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. 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. 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. 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 DATE9/22/99), 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.
LAST DATE REBATE COMPUTATION WAS PERFORMED FOR ARBITRAGESERIES 2006 REFUND REMAINING SERIES 2002 BONDS 3/19/2015 SERIES 2008A REPAY CREDIT DRAW REFUND SRS 2007B 10/15/2015 SERIES 2008B CONVERT SERIES 2005A, 2006A1 &A2 10/15/2015 SERIES 2008C REFUND SERIES 1999A, 199B, & 1999C 10/15/2015 SERIES 2009 REFUND SRS 1999D, 1999E, 2004 & 2008D 01/14/2014 SERIES 2011 REFUND SERIES 2007A-1 &A-2 BONDS 02/05/2013 SERIES 2012 ORMC REDEVELOPMENT PROJECT 12/15/2015

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Orange County Health Facilities Authority
A52137859568450LAY12009-12-16$244,229,719RFD SRS 1999D, 1999E, 2004 & 2008Dfalsefalsefalse
Orange County Health Facilities Authority
B5213785950000000002011-09-15$83,175,000Refund Series 2007A-1 & A-2 Bondsfalsefalsefalse
Orange County Health Facilities Authority
C52137859568450LCJ22012-05-25$190,757,522ORMC Redevelopment Projectfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$43,545,000$0$244,229,765$0$0$229,801,643$3,220,489$0$0$0$11,207,587$02009Yes (true)falsefalseYes (true)
B$0$0$83,175,000$0$0$82,865,395$309,605$0$0$0$0$02011Yes (true)falsefalseYes (true)
C$0$0$190,968,580$0$0$33,276,112$1,981,410$0$0$0$155,710,874$02015Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)false0.007400.00740falsefalsefalseYes (true)
BfalseYes (true)falsefalse0.010300.01030falsefalsefalseYes (true)
CfalseYes (true)falsefalse0.008100.00810falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
MORGAN STANLEY
BfalseYes (true)Yes (true)falseYes (true)Yes (true)false0falseYes (true)28.falsefalse
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THOMAS F MCDANIEL JR
BROTHER OF M. KING BOD$57,015COMPENSATION FOR EMPLOYMENTfalse
HEALTHCHOICE INC
OH OFFICER ON HC BOARD$787,289PURCHASED MANAGED CARE SVCSfalse
ANESTHIA GROUP OF ORLANDO PA
SEE PART V$188,907CONTRACTED ANESTHESIOLOGY SVCSfalse
SUNTRUST BANK OF CENTRAL FLORIDA
SEE PART V$997,642GENERAL BANKING SERVICESfalse
MARY C FERRANTE
SISTER OF ANNE PEACH$41,123COMPENSATION FOR EMPLOYMENTfalse
MARY FARRELL
SEE PART V$1,223,576CONTRACTED FPA, LLCfalse
MATTHEW BOYD
SON OF S. HARR OFCR$33,925COMPENSATION FOR EMPLOYMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceRELATIONSHIP BETWEEN PERSONS AND ORGANIZATIONFormAndLineReferenceDesc
ExplanationSCHEDULE L, PART IV, COLUMN B LINE 3 - J. HAKIM, BOD OWNER IN CONTRACTED GROUP LINE 4 - REX V. MCPHERSON II, BOD OF BOTH OHI & SUNTRUST LINE 6 - M. Farrell, Bod, Officer of Contracted EntityExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FAMILY RELATIONSHIPSForm 990, Part VI, Line 2 STEPHAN HARR, PAUL GOLDSTEIN, NANCY DINON, WAYNE JENKINS, MD AND MARK JONES HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC.
MEMBERS OR STOCKHOLDERSForm 990, Part VI, Line 6 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.
MEMBERS OR STOCKHOLDERS WHO MAY ELECTForm 990, Part VI, Line 7a THE GROUP OF 40 MEMBERS DESCRIBED ABOVE ELECTS THE GOVERNING BODY OF ORLANDO HEALTH, INC.
FORM 990 REVIEW PROCESSForm 990, Part VI, Line 11b 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 MADE AVAILABLE TO ALL MEMBERS OF THE BOARD TO REVIEW. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED OF THE REVIEW WERE MADE.
CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENTForm 990, Part VI, Line 12c 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. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE.
OFFICES AND POSITIONS FOR WHICH PROCESS WAS USED AND YEAR PROCESS BEGANForm 990, Part VI, Line 15a 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 philsophy. This process applies to the ceo and all officers and was implemended 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 philsophy 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.
FINANCIAL STATEMENTS TO THE PUBLICform 990, Part VI, Line 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
OTHER CHANGES IN NET ASSETS OR FUND BALANCESFORM 990, PART XI, LINE 9 CONTRIBUTIONS - BOOK/TAX DIFFERENCE $(3,620,308) AFFILIATED EQUITY TRANSERS $(126,125,566) OTHER REVENUE - BOOK/TAX DIFFERENCE $(446,504) OTHER CHANGES AND EXTRAORDINARY ITEMS $(243,417) ============== TOTAL $(130,435,795)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ORLANDO HEALTH FOUNDATION INC
3160 SOUTHGATE COMMERCE BLVDORLANDOFL32806592244943SUPPORT OHFL501(C)(3)07OHIYes (true)
ORLANDO CANCER CENTER INC
1400 S ORANGE AVENUEORLANDOFL32806593005020CANCER CENTERFL501(C)(3)11 TYPE IOHIYes (true)
ORLANDO HEALTH PHYSICIAN GROUP INC
1414 KUHL AVENUEORLANDOFL32806593259553PHY SUPRT SRVFL501(C)(3)11 TYPE IOHIYes (true)
ORLANDO PHYSICIANS NETWORK INC
1414 KUHL AVENUEORLANDOFL32806593110868SUPPORT OHFL501(C)(3)11 TYPE IOHIYes (true)
WEST ORANGE HEALTHCARE INC
10000 W COLONIAL DRIVEOCOEEFL34761593269402SUPPORT OHCFL501(C)(3)11 TYPE IOHCYes (true)
HEALTH CENTRAL FOUNDATION INC
10000 W COLONIAL DRIVEOCOEEFL34761592091206SUPPORT OHCFL501(C)(3)07OHFYes (true)
ORLANDO HEALTH CENTRAL INC
10000 W COLONIAL DRIVEOCOEEFL34761800764192HEALTHCAREFL501(C)(3)03OHIYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
HEALTHCARE PURCHASING ALLIANCE LLC
1417 KUHL AVENUEORLANDOFL32806454843489GROUP PRCHSNGFLOHIRELATED$5,390,365$3,770,128falsefalse0.92300
ORLANDO HEALTHUSP SURGERY CENTERS LLC
1414 KUHL AVENUEORLANDOFL32806320417400SURG CENTRFLOHIRELATED$21,472$2,829,335falsefalse0.50010

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
HEALTHNET SERVICES INC & SUBS
1414 KUHL AVENUEORLANDOFL32806592246203MEDICAL SVCSFLOHIC Corp-$15,608,483$91,714,7661.00000Yes (true)
ORANGE INDEMNITY LTD
980516252CAPTIVE INSOHIC Corp$75,000$1,931,5311.00000Yes (true)PO BOX 1159 KY1--1102CJCJ
COMMUNITY HEALTH OF FLORIDA INC
1414 KUHL AVENUEORLANDOFL32806463171911INSURANCE LICFLNAC Corp$0$00.50100Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ORLANDO HEALTH FOUNDATION INC
c$13,999,386FMV
ORLANDO HEALTH PHYSICIAN GROUP INC
j$3,858,895FMV
ORLANDO HEALTH PHYSICIAN GROUP INC
r$95,600,000FMV
ORLANDO CANCER CENTER INC
r$8,600,000FMV
ORLANDO PHYSICIAN NETWORK INC
r$2,350,000FMV
ORLANDO HEALTH FOUNDATION INC
n$6,183,913FMV
ORLANDO HEALTH FOUNDATION INC
o$357,087FMV
ORANGE INDEMNITY LTD
m$75,000FMV
ORLANDO HEALTH PHYSICIAN PARTNERS INC
r$6,450,000FMV
ORLANDO HEALTH CENTRAL INC
l$3,712,663FMV
ORLANDO HEALTH CENTRAL INC
q$631,922FMV
ORLANDO HEALTH CENTRAL INC
k$1,786,098FMV
HEALTH CARE PURCHASING ALLIANCE LLC
r$6,100,375FMV
HEALTHCHOICE INC
m$650,424FMV
PHYSICIAN ASSOCIATES LLC
r$11,596,000FMV