2014-08-11T13:14:52-05:00 2013-09-30 Grant Thornton LLP 200 South Orange Avenue Suite 2050 Orlando FL 32801 990 2012-10-01 591726273 Orlando Health Inc % PAUL A GOLDSTEIN ORLA 4078415155 1414 Kuhl Avenue Suite MP 2 Orlando FL 32806 PAUL A GOLDSTEIN 4078415131 2014-07-28 true Paul Hagge 4074815100 2014-07-24 2012 2015-11-30 17:44:51Z JAMAL HAKIM 1414 Kuhl Avenue Orlando FL 32806 1971143257 false X www.orlandohealth.com X 1977 FL OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. 18 13 15195 1627 10430335 -215500 14448507 14122623 1605583852 1537042606 26905593 27550245 5927587 5939548 1652865539 1584655022 1194108 584795 0 0 769185113 753074470 215627 213410 5799858 717380884 713348771 1487975732 1467221446 164889807 117433576 2390041796 2270921388 1290668160 1200304210 1099373636 1070617178 X ORLANDO HEALTH IS A TRUSTED LEADER INSPIRING HOPE THROUGH THE ADVANCEMENT OF HEALTH. OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. false false 1215742041 584795 1532022931 ORLANDO HEALTH PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY HEALTHCARE TO THE PEOPLE OF CENTRAL FLORIDA THROUGH ITS SIX HOSPITALS AND VARIOUS OUTPATIENT FACILITIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2013, ORLANDO HEALTH FACILITIES PROVIDED 405,628 DAYS OF INPATIENT CARE, 592,700 OUTPATIENT VISITS, AND 244,224 EMERGENCY DEPARTMENT VISITS. IN ACCORDANCE WITH ITS MISSION, ORLANDO HEALTH PROVIDED EXTENSIVE CARE TO PATIENTS WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. During 2013, Orlando Health's expanded its affiliated healthcare system with the addition of Health Central, a hospital organization dedicated to providing high quality inpatient, outpatient, and emergency healthcare and long-term nursing care to the Orange County community through its hospital and various outpatient facilities. ORLANDO HEALTH ALSO OFFERS COMMUNITY EDUCATION, SCHOOL INITIATIVES AND SUPPORT GROUPS. AS A TEACHNG HOSPITAL, ORLANDO HEALTH OFFERS RESIDENCY PROGRAMS TRAINING FUTURE HEALTHCARE PROFESSIONALS. ---WE ARE ORLANDO'S HEALTHCARE--- AS A NOT-FOR-PROFIT HEALTHCARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY THROUGHOUT THE GREATER ORLANDO AREA. ORLANDO HEALTH'S PHYSICIANS, TEAM MEMBERS AND VOLUNTEERS KNOW THAT HEALTHCARE EXTENDS BEYOND THE WALLS OF THE HOSPITAL. OUR DEDICATED MEDICAL PROFESSIONALS AND VOLUNTEERS OFTEN CONTRIBUTE TO THE COMMUNITY OUTSIDE OF THE HOSPITAL, EDUCATING THEIR NEIGHBORS AND PROVIDING MEDICAL CARE TO OTHERS IN THE REGION. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTING HEALTH, WELL-BEING AND A CARING SPIRIT THROUGHOUT THE COMMUNITY BY ORGANIZING AND PROVIDING SERVICES RANGING FROM WELLNESS EVENTS AND SCREENINGS, TO FLU SHOTS AND HIGH SCHOOL PHYSICALS. THESE ACTIVITIES BRING LITTLE OR NO PAYMENT TO OUR HOSPITALS, BUT ARE SUSTAINED BECAUSE THEY ARE VALUABLE TO OUR REGION AND SUPPORT OUR MISSION. ---COMMUNITY PROGRAMS AND SERVICES--- COMMUNITY OUTREACH SPEAKER'S BUREAU SUPPORT / EDUCATION GROUPS COMMUNITY WELLNESS COMMUNITY HEALTH FAIRS PASTORAL OUTREACH AND SPIRITUAL CARE ---COMMUNITY CLINICAL SUPPORT SERVICES--- ORLANDO HEALTH SUPPORTS THE MISSION OF COMMUNITY ORGANIZATIONS THAT PROVIDE ACCESS TO PRIMARY CARE SERVICES. THE FACILITIES THAT MAKE UP THE ORLANDO HEALTH FAMILY ENJOY A LONG HISTORY OF WORKING WITH THE COMMUNITIES THEY SERVE. EACH IS COMMITTED TO STRENGTHENING ITS SURROUNDING NEIGHBORHOODS, CITIES AND COUNTIES. CHARITY CARE SERVICES ARE AN IMPORTANT COMPONENT OF ANY NOT-FOR-PROFIT HOSPITAL'S OPERATION AND REMAIN AT THE EPICENTER OF THE ORLANDO HEALTH COMMUNITY BENEFIT INITIATIVE. CHARITY CARE PROVIDES MEDICAL ATTENTION TO OUR REGION'S MOST VULNERABLE PEOPLE, MANY OF WHOM WOULD NOT OTHERWISE HAVE ACCESS TO MEDICAL CARE AND ATTENTION. ---CARING FOR THE UNINSURED THROUGH COLLABORATION IN THE COMMUNITY--- PRIMARY CARE ACCESS NETWORK CENTRAL FLORIDA FAMILY HEALTH CENTER COMMUNITY HEALTH CENTERS, INC. HEALTH CARE CENTER FOR THE HOMELESS ORANGE COUNTY HEALTH SERVICES SHEPHERD'S HOPE MEDICAL CENTERS ---LEVEL ONE TRAUMA CENTER--- ORLANDO REGIONAL MEDICAL CENTER IS HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THIS STATE-DESIGNATED CENTER IS CAPABLE OF DELIVERING THE HIGHEST LEVEL OF EXPERTISE AND CARE IN THE SHORTEST POSSIBLE TIME. ORMC'S LEVEL ONE TRAUMA CENTER PROVIDED SPECIALIZED CARE FOR CRITICALLY INJURED OR CRITICALLY-ILL PEOPLE WITHIN A 90-MILE RADIUS AND MORE THAN 71,000 PATIENTS VISITED ORMC'S EMERGENCY DEPARTMENT. IN ADDITION TO TRAUMA CARE, THE LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVES AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING IN GREATER ORLANDO. IN 2013 AIR CARE TRANSPORTED 1841 TRAUMA PATIENTS. BERT MARTIN'S CHAMPIONS FOR CHILDREN EMERGENCY DEPARTMENT & TRAUMA CENTER AT ARNOLD PALMER HOSPITAL PROVIDES LEVEL ONE TRAUMA CARE TO PEDIATRIC PATIENTS. IN 2013, THROUGH MORE THAN 53,127 VISITS, PEDIATRIC PATIENTS RECEIVED SPECIALIZED EMERGENCY CARE AND OUR TEAM RESPONDED TO 213 TRAUMA ALERTS. ---WOMEN'S AND CHILDREN'S HEALTH SERVICES--- - MATERNAL EDUCATION CENTER - CHILD LIFE HOWARD PHILLIPS CENTER FOR CHILDREN & FAMILIES. THE HOWARD PHILLIPS CENTER (HPC) IS A CENTER OF EXCELLENCE, HELPING CHILDREN, HEALING FAMILIES AND STRENGTHENING COMMUNITIES. HPC CONTINUES TO PROVIDE: 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 FY 2012-2013, SERVED 15,381 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 2013. ADDITIONAL FUNDS ARE CONTINUALLY SECURED FOR ONGOING RESEARCH ACTIVITIES OF THE ORGANIZATION, CONTINUING TO MAKE LEADING-EDGE TREATMENTS AVAILABLE TO PATIENTS. PRESENTLY OVER 300 PATIENTS WITH A VARIETY OF CANCER TYPES ARE BEING FOLLOWED ON CLINICAL TRIALS, MORE THAN HALF OF THEM ARE NEWLY ENROLLED OR IN ACTIVE TREATMENTCLINICAL RESEARCH IS WELL 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--- - GRADUATE MEDICAL EDUCATION: COMMITMENT TO MEDICAL EDUCATION AS PART OF OUR CORE MISSION WE ARE THE ONLY DESIGNATED TEACHING HOSPITAL IN CENTRAL FLORIDA AND THE INSTITUTIONAL SPONSOR OF eight RESIDENCY AND 12 FELLOWSHIP PROGRAMS. WE SERVE AS A VALUABLE TRAINING SITE FOR MEDICAL STUDENTS FROM FLORIDA STATE UNIVERSITY, UNIVERSITY OF FLORIDA AND UNIVERSITY OF SOUTH FLORIDA, AS WELL AS FROM SCHOOLS THROUGHOUT THE UNITED STATES. ORLANDO HEALTH IS ALSO A MAJOR CLINICAL AND COMMUNITY PARTNER WITH THE UNIVERSITY OF CENTRAL 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, 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 STUDENTS PURSUING A PROFESSION IN PASTORAL CARE OR CHAPLAINCY. ---VALUE TO THE COMMUNITY--- FISCAL YEAR 2013: BY OFFERING THE BEST QUALITY OF CARE, RESPONDING TO COMMUNITY NEEDS AND CONCENTRATING RESOURCES IN AREAS THAT TRULY MAKE A DIFFERENCE, ORLANDO HEALTH MAINTAINS A RICH TRADITION OF PROVIDING BENEFIT TO THE COMMUNITY. OUR COMMUNITY BENEFIT EFFORT IS A MEASURED APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS, PARTICULARLY IN THE VULNERABLE, UNINSURED AND UNDERSERVED COMMUNITIES. AS A NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION, ORLANDO HEALTH IS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE WE SERVE. ORLANDO HEALTH IS COMMITTED TO CHARITY CARE, WHICH IS THE PROVISION OF MEDICAL ATTENTION AND SERVICES TO THE REGION'S MOST VULNERABLE AND UNINSURED , REGARDLESS OF A PATIENT'S ABILITY TO PAY, A PATIENT'S INSUFFICIENT HEALTH INSURANCE COVERAGE, OR THE EXISTENCE OF ANY GOVERNMENT-SPONSORED PROGRAMS COVERING THE FULL COST OF SERVICES. IN FISCAL YEAR 2013, ORLANDO HEALTH PROVIDED $55,938,879 IN CHARITY CARE, AS WELL AS $59,450,871 IN COMMUNITY BENEFIT PROGRAMS AND SERVICES AND $116,233,423 IN MEDICAID AND OTHER MEANS TESTED PROGRAMS SHORTFALLS. ---COMMUNITY PARTNERSHIPS--- THE TRUE VALUE OF COMMUNITY BENEFIT IS DERIVED NOT ONLY FROM PROGRAMS AND SERVICES THAT AN ORGANIZATION PROVIDES, BUT ALSO FROM THE RELATIONSHIPS IT CULTIVATES. ORLANDO HEALTH HAS BEEN FORTUNATE TO PROVIDE BENEFITS BEYOND TRADITIONAL HEALTHCARE PROGRAMS THROUGH PARTNERSHIP OPPORTUNITIES WITH 119 ORGANIZATIONS. 1215742041 true true false true false false false false false true true false false true true true false true false true true false false true false false true true true false true true false false false false false false false false true true false false false false false true true true false false true X 877 0 true 15195 true true true true CJ false false false false false false false false X 18 13 true false false false true true false true true false false true true true true true true true true true true X PAUL A GOLDSTEIN 4078415155 1414 KUHL AVENUE Orlando FL 32806 X Gregor Alexander MD 5.0 X 0 0 0 Brian Besanceney 5.0 X 0 0 0 C David Brown II 5.0 X 0 0 0 John Cappleman MD 5.0 X 0 0 0 Linda W Chapin 5.0 X 0 0 0 Mary Farrell MD 5.0 X 85000 0 0 Lennard Greenbaum MD 5.0 X 0 0 0 Jamal Hakim MD 40.0 7.0 X X 650531 0 45334 Joshua High 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AMOUNTS REPORTED FROM VARIOUS HOSPITAL AND HEALTHCARE MEMBERS OF DUES USED FOR LOBBYING ACTIVITIES TOTALING $322,168. 17882842 280543 3565773 86150 21643008 14814998 337853 2766535 0 0 36544 17882842 14899412 26824 -81251 0 0 29987 14814998 9597702 1098291 4243617 0 0 40198 14899412 10741149 21492 560997 1694428 0 31508 9597702 0.02944 0.97056 false false 59801137 59801137 666195336 293296643 372898693 10529994 10529994 1282369912 940749485 341620427 171250840 14482579 156768261 941618512 CASH SURRENDER VALUE LIFE INS 22272889 INVESTMENT IN RELATED PARTIES 11635737 MEDICAL MALPRACTICE RECOVERIES 7020886 BANK DEPOSITS 6560614 OTHER DEPOSITS 1112298 GIFT ANNUITY TRUST 4230566 CAP ACCUM/DEF COMP BENEFITS 8701032 DUE FROM AFFILIATES 102784328 164318350 0 FIN 48 OBLIGATION 2128735 LT-LIAB CAP/ACCUM DEF COMP 8701032 DEBT GUARANTEE - S. LAKE BONDS 1408000 SWAP LIABILITIES 28173614 PROFESSIONAL AND GENERAL LIABILITY 91190439 REGULATORY ASSESSMENTS 61088 PHYSICIAN LOAN RESERVE 69573 OTHER LIABILITIES 2505612 134238093 X LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) Schedule D, Part X, Line 2 ORLANDO HEALTH AND THE SIGNIFICANT 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, 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. Central America and the Caribbean 1 1 Program Services captive insurance 75982 1 1 1 1 75982 75982 true false true false false false X true HARRIS CONNECT LLC 1511 Route 22 Suite C-25 Brewster NY 10509 telephone SOLICITING false 213410 213410 DISTINGUISHING PYMTS FOR PROF. FUNDRAISING SERVICES FROM EXP PYMT OR REIMB SCHEDULE 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. true true X true X true X true true false true true 55938879 55938879 0.03810 289422814 195236557 94186257 0.06420 24297355 2250189 22047166 0.01500 369659048 197486746 172172302 0.11730 26572782 720408 25852374 0.01760 43907071 13867771 30039300 0.02050 3164135 3164135 0.00220 395059 395059 0.00030 74039047 14588179 59450868 0.04060 443698095 212074925 231623170 0.15790 447789 447789 0.00030 447789 447789 0.00030 true 19857892 233133338 251337223 -18203885 X true true 5 1 ORLANDO REGIONAL MEDICAL CENTER

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X X X X NEONATAL UNIT A A true X X X X X X X X X 13 true true true X X X X X X X X X false false true true 200. true 400. true X X X true true X X true false X X X X true X false false PART I, LINE 7 THE AMOUNTS OF COSTS REPORTED ON LINE 7 PART I OF SCHEDULE H WERE DETERMINED BY UTILIZATION OF A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 AS CONTAINED IN THE SCHEDULE H INSTRUCTIONS. PART I, LINE 7, COLUMN F BAD DEBT WAS REPORTED AS AN OFFSET TO PATIENT REVENUE AND NOT ON PART IX. THEREFORE, FORM 990, PART IX, LINE 25 DID NOT INCLUDE BAD DEBT EXPENSE. PART II THE PRIMARY PURPOSE OF ORLANDO 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 FOURTEEN NEW COMMUNITY BASED PHYSICIANS TO SUPPORT THE PHYSICIAN SHORTAGES IN OUR COMMUNITY DURING THE YEAR. PART III, LINE 4 BAD DEBT EXPENSE REFLECTED IN PART III, LINE 2 REPRESENTS 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. PERIODICALLY, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCES 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 $6,367,000 during the year ended September 30, 2013, from $113,138,000 at September 30, 2012, to $119,505,000 at September 30, 2013. The allowance for Doubtful accounts includes $69,093,000, $63,960,000, and $55,306,000 in amounts due from third-party payors at September 30, 2013, 2012, or 2011, respectively. The allowance for doubtful accounts for self-pay hospital patients as a percent of related self-pay accounts receivable was 95%, 95%, and 92% at September 30, 2013, 2012, and 2011, respectively. PART III, LINE 8 THE COSTING METHODOLOGY USED TO REPORT THE AMOUNT REPORTED ON LINE 6 AS MEDICARE ALLOWABLE COSTS OF CARE RELATING TO PAYMENTS RECEIVED FROM MEDICARE WAS CALCULATED USING THE MEDICARE COST REPORT. ORLANDO HEALTH DOES NOT CURRENTLY INCLUDE MEDICARE SHORTFALL AS A COMMUNITY BENEFIT. HOWEVER, AS A NOT-FOR-PROFIT ORGANIZATION WE PROVIDE EMERGENCY AND REQUIRED CARE TO ALL PATIENTS REGARDLESS OF THEIR FINANCIAL STATUS. DESPITE THE MEDICARE SHORTFALL, NOT-FOR-PROFIT HOSPITALS MUST AND WILL CONTINUE TO CARE FOR THE MEDICARE POPULATION AND ACCEPT THE MEDICARE REIMBURSEMENT RATE. CARING FOR THE MEDICARE PATIENT POPULATION FULFILLS A COMMUNITY NEED AND RELIEVES A GOVERNMENT BURDEN AS THIS CLASS OF PATIENTS TYPICALLY HAS LOW AND/OR FIXED INCOMES. THE MEDICARE PATIENT POPULATION IS LARGE AND THE LACK OF SUFFICIENT REIMBURSEMENT TO COVER THE COST OF PROVIDING CARE FOR THESE PATIENTS NECESSITATES THAT NOT-FOR-PROFIT HOSPITALS USE OTHER FUNDS TO COVER THE DEFICIT. NOT-FOR-PROFIT HOSPITALS HAVE A RESPONSIBILITY TO WORK TOWARD IMPROVED HEALTH IN THE COMMUNITIES THEY SERVE AND CARING FOR THE MEDICARE PATIENTS, DESPITE THE SHORTFALL OF REIMBURSEMENT, IS A DIRECT COMMUNITY BENEFIT AND PROVIDES VALUE DIRECTLY TO THE COMMUNITIES SERVED. PART III, LINE 9B COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL AVAILABLE DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT IS REMITTED TO COLLECTION. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. PART V, SECTION B, LINE 2 THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS COMPLETED AND IMPLEMENTED IN FEBRUARY 2014. PART V, SECTION B, LINE 3 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 TO CONDUCT 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, MEDICALLY UNDERSERVED, MINORITY GROUPS, AND LOW-INCOME POPULATIONS. APPENDIX D OF THE CHNA CONTAINS THE STAKEHOLDER LIST. PART V, SECTION B, LINE 4 ORLANDO 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 FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY PART V, SECTION B, LINE 5A Main Website: http://www.orlandohealth.com ORLANDO REGIONAL MEDICAL CENTER: http://www.orlandohealth.com/orlandoregionalmedicalcenter/index.aspx WINNIE PALMER HOSPITAL: http://www.orlandohealth.com/winniepalmerhospital/Index.aspx ARNOLD PALMER HOSPITAL: http://www.orlandohealth.com/arnoldpalmerhospital/Index.aspx DR. PHILLIPS HOSPITAL: http://www.orlandohealth.com/drpphillipshospital/Index.aspx SOUTH SEMINOLE HOSPITAL: http://www.orlandohealth.com/southseminolehospital/index.aspx Health Central: http://www.healthcentral.org/ PART V, SECTION B, LINE 7 For nearly 100 years, Orlando Health has been serving the Central Florida region. Dedicated to improving the health and quality of life of the individuals and communities, Orlando Health is constantly employing efforts to improve health in the community and increase access to care. In support of our community benefit efforts, we recognize the importance of working with community partners. 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 will develop new and enhance established community benefit programs that address health needs identified through the CHNA. In fiscal year 2014 through fiscal year 2016, Orlando Health will develop and provide interventions for selected heath needs in an effort to improve the health status of residents in our community. 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 health 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 will focus on heart disease prevention, detection, and the importance of maintaining a healthy lifestyle through education and community outreach. We will also develop and provide educational materials and literature for primary care physicians, community-based entities and other community partners for the purpose of distributing to the broader community in order to increase health literacy regarding heart disease. - 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 will focus 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 will 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. Orlando Health will also partner with an elementary school to provide a teaching garden for students. Through this program, children will learn about nutritional choices and the importance of maintaining a healthy lifestyle. We will also work with partners 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 partners in the community that focus on maternal and child health. These partners included, 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, Orlando Health will develop education and community outreach opportunities for women of child-bearing age, including those specifically for the vulnerable populations mentioned. We will also continue to work with our partners 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 will screen all newborns prior to discharge. While Orlando Health is not required to screen, we recognize screening as a best practice and will implement moving forward. - 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 will develop education related to the importance of safety specifically as it relates to child seats, safety belts, and bicycle helmets. Orlando Health will also identify community outreach opportunities to provide this education and to collaborate with community partners. 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 partners that currently address diabetes. At this time, Healthy Orange Florida is focusing on the need which is a collaboration that Orlando Health helped 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 partners to address the need. - Substance Abuse - We currently provide programs and services for substance abuse and work with community partners, 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 partners 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 partners 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 PART VI, QUESTION 2 NEEDS 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 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE ORLANDO HEALTH FOLLOWS AN ESTABLISHED PROCESS TO INFORM ALL PATIENTS OF ITS CHARITY CARE AND UNINSURED DISCOUNT POLICIES. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, UNINSURED PATIENTS ARE INFORMED OF THE HOSPITAL'S CHARITY CARE POLICY AND OTHER FINANCIAL ASSISTANCE. FINANCIAL INFORMATION IS SECURED FOR ALL UNINSURED PATIENTS TO SCREEN FOR POSSIBLE ENROLLMENT IN FEDERAL, STATE, AND LOCAL PROGRAMS. ORLANDO HEALTH HAS CONTRACTED DEDICATED ORGANIZATIONS THAT ASSIST THE PATIENT WITH THEIR ENROLLMENT PROCESS ALL THE WAY TO APPROVAL OR DENIAL BY THE RESPECTIVE AGENCIES. FOR UNINSURED PATIENTS THAT ARE DENIED COVERAGE OR DO NOT MEET THE COVERAGE CRITERION FOR A RESPECTIVE AGENCY, ORLANDO HEALTH THEN SCREENS THE PATIENT FOR CHARITY ELIGIBILITY. IT IS ORLANDO HEALTH'S OBJECTIVE TO PROVIDE CHARITY CARE TO OUR PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY. PART VI, QUESTION 4 COMMUNITY 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 13,582 EMPLOYESS AND 1946 PHYSICIANS ON STAFF. AS A STATUTORY TEACHING HOSPITAL, WE OFFER GRADUATE MEDICAL EDUCATION WHERE WE ARE THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND 17 FELLOWSHIP PROGRAMS. ORLANDO HEALTH FACILITIES ENCOMPASS 1690 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 244,224 PATIENTS VISISTED OUR EMERGENCY DEPARTMENTS IN 2013. 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 1,841 TRAUMA PATIENTS IN 2013. ORLANDO HEALTH'S PRIMARY SERVICE AREA IS COMPRISED OF ORANGE, OSCEOLA, SEMINOLE AND LAKE COUNTIES. THE MEDIAN HOUSEHOLD INCOME IN THESE COUNTIES IS $49,199 WHEREAS THE AVERAGE INCOME IS $61,700. IN CENTRAL FLORIDA, 12.9 PERCENT OF HOUSEHOLDS IN CENTRAL FLORIDA ARE BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE FOUR COUNTY AREA IS 20.5% AND THERE ARE ELEVEN 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 5 PROMOTION OF COMMUNITY HEALTH AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY INDIVIDUALS AND FAMILIES THROUGHOUT CENTRAL FLORIDA. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTE HEALTH, WELL-BEING AND A CARING SPIRIT BY DIRECTING EMPLOYEE TIME AND TALENT TO SERVE ON COMMUNITY COLLABORATION BOARDS. ORLANDO HEALTH WORKS WITH NEIGHBORHOOD RESOURCES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS BY SUPPORTING PROGRAMS THAT TARGET COMMUNITY WELLNESS, DISEASE PREVENTION AND ENVIRONMENTAL PROBLEMS. ORLANDO HEALTH FOSTERS PARTNERSHIPS WITH OTHER COMMUNITY AGENCIES IN ITS SERVICE AREA THAT WORK COLLABORATIVELY TO HELP THOSE IN NEED AND TO IMPROVE THE HEALTH AND SAFETY OF THE RESIDENTS OF THE COMMUNITY. BOTH CASH AND IN-KIND DONATIONS ARE MADE ANNUALLY TO THESE VARIOUS LOCAL CHARITABLE ORGANIZATIONS. ORLANDO HEALTH ADDRESSES VARIOUS COMMUNITY CONCERNS, INCLUDING HEALTH IMPROVEMENT, EDUCATION, POVERTY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. THE KEY COMPONENT OF A NOT-FOR-PROFIT ORGANIZATION IS THAT THE ORGANIZATION SERVES A BROAD, INDEFINITE CHARITABLE CLASS. ONE OF THE KEY INDICATORS THAT AN ORGANIZATION SERVES THE BROADER COMMUNITY IS CONTROL OF THE ORGANIZATION BY INDEPENDENT COMMUNITY LEADERS. ORLANDO HEALTH AND ITS HOSPITAL GOVERNING BOARD ARE MADE UP OF MEMBERS OF THE COMMUNITY WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT THE MISSION OF ORLANDO HEALTH AND ITS AFFILIATES. DIRECTORS ARE SELECTED ON THE BASIS OF THEIR EXPERTISE AND EXPERIENCE AND THEY ARE NOT COMPENSATED FOR THEIR SERVICES. ORLANDO HEALTH'S VOLUNTEER BOARD BALANCES FINANCIAL DECISIONS ON COMMUNITY CONCERNS AND SOCIAL RESPONSIBILITY. ORLANDO HEALTH OPERATES AN OPEN MEDICAL STAFF BY EXTENDING MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN CENTRAL FLORIDA. ORLANDO HEALTH'S CREDENTIALING PROCESS IS GUIDED BY POLICIES AND PROCEDURES THAT STANDARDIZE THE PROCESS. THIS PRESCRIBED CREDENTIALING PROCESS ENSURES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS. SURPLUS FUNDS ARE RETAINED BY ORLANDO HEALTH AND USED TO FURTHER CHARITABLE PURPOSES AND ACTIVITIES. SURPLUS FUNDS FOR ORLANDO HEALTH AND ITS AFFILIATES ARE REINVESTED AND USED IN CARRYING OUT THE MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. PART VI, QUESTION 6 AFFILIATED 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 PRIMARY CARE PHYSICIAN SERVICES, SPECIALTY PHYSICIAN SERVICES, OCCUPATIONAL HEALTH SERVICES, REHABILITATION HEALTH SERVICES AND BEHAVIORAL HEALTH 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 $232 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS. PART VI, QUESTION 7 STATE FILING OF COMMUNITY BENEFIT REPORT NONE true UNIV OF CENTRAL FLORIDA FOUNDATION INC 12424 Research Pkwy Suite 140 Orlando FL 32806 596211832 501(c )(3) 260000 Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Scholarship Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Grace Medical Home Inc 51 Pennsylvania St Suite 400-C Orlando FL 32806 261817966 501(c )(3) 101500 Sponsorship Fee Orange County Public Schools 445 W AMELIA AVENUE Orlando FL 32804 593125675 501(c )(3) 64858 SCHOLARSHIP American Heart Association Inc 237 E Marks St Suite 465 Orlando FL 32803 135613797 501(c )(3) 58500 Sponsorship Fee CAMP BOGGY CREEK 30500 Brantley Branch Rd Eustis FL 32736 593012889 501(c )(3) 16987 Sponsorship Fee Central Florida Commission For Homelessness Inc 255 S Orange Avenue Suite 108 Orlando FL 32801 460994106 501(c )(3) 15000 Sponsorship Fee A GIFT FOR TEACHING 6501 Magic Way Bldg 400C Suite 105 Orlando FL 32809 593515162 501(c )(3) 12500 Sponsorship Fee Central Florida Black Nurses Assoc Inc PO Box 585142 Suite 190 Orlando FL 32858 593288443 501(c )(3) 10000 SCHOLARSHIP Healthcare Center for the Homeless Inc 232 N Orange Blossom Trail Suite 115 Orlando FL 32805 593185020 501(c )(3) 10000 Sponsorship Fee Orange County Healthy Start Coalition Inc 600 Courtland St Suite 565 Suite 330 Orlando FL 32804 593125675 501(c )(3) 10000 Scholarship American Cancer Society 1601 West Colonial Drive Suite 565 Orlando FL 32804 590657320 501(c )(3) 7500 Sponsorship Fee 11 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS Schedule 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. X X X X X true true false false false false false false false Jamal Hakim MD 608988 0 40000 0 1543 0 45334 0 0 0 695865 0 0 0 Sherrie H Sitarik 783562 0 0 0 95306 0 212325 0 14405 0 1105598 0 71517 0 Mildred D Beam 357525 0 0 0 78880 0 59688 0 14322 0 510415 0 44800 0 John W Bozard 456520 0 0 0 149096 0 53185 0 16053 0 674854 0 0 0 Nancy G Dinon 285095 0 0 0 37650 0 90988 0 23065 0 436798 0 28022 0 Keith Eggert 261932 0 0 0 35791 0 66617 0 22629 0 386969 0 35282 0 P Shannon Elswick 421861 0 0 0 53651 0 100719 0 18740 0 594971 0 49781 0 Jenifer Endicott 0 262815 0 50000 0 386 0 64311 0 6696 0 384208 0 0 Karen L Frenier 222414 0 0 0 12392 0 58031 0 20676 0 313513 0 0 0 Andrew C Gardiner 191357 0 0 0 10233 0 46406 0 0 0 247996 0 0 0 Paul A Goldstein 338410 0 0 0 47483 0 92838 0 21350 0 500081 0 42114 0 Myra J Hancock 180426 0 0 0 44414 0 23282 0 14852 0 262974 0 0 0 Stephen J Harr 436063 0 0 0 80347 0 50042 0 17014 0 583466 0 0 0 Karl W Hodges 253799 0 0 0 42704 0 74028 0 24129 0 394660 0 33557 0 Sharon M Hoffman 121806 0 1200 0 7898 0 42055 0 16553 0 189512 0 0 0 David F Huddleson 177742 0 0 0 13852 0 39260 0 15915 0 246769 0 10683 0 D Wayne Jenkins MD 547333 0 0 0 2514 0 136579 0 25746 0 712172 0 0 0 Karen T Jensen 0 217153 0 0 0 12761 0 47606 0 8315 0 285835 0 10850 Mark A Jones 272261 0 0 0 34391 0 63520 0 8236 0 378408 0 32562 0 Beth B Kollas 133612 0 0 0 6391 0 19376 0 22955 0 182334 0 0 0 John A Marzano 226674 0 0 0 36214 0 58257 0 15053 0 336198 0 30587 0 Robert A Miles 257815 0 0 0 54932 0 61537 0 27050 0 401334 0 27179 0 John A Moore 210398 0 5000 0 12757 0 49453 0 21055 0 298663 0 0 0 Anne G Peach 245496 0 0 0 24530 0 82047 0 22255 0 374328 0 23477 0 Cynthia A Powell 0 311531 0 15675 0 21147 0 52135 0 7162 0 407650 0 0 J Richard Schooler 352942 0 0 0 46973 0 101893 0 23129 0 524937 0 45684 0 Robert E Snyder 220521 0 0 0 12780 0 72433 0 15036 0 320770 0 0 0 Kathy A Swanson 322394 0 0 0 44302 0 80769 0 0 0 447465 0 41137 0 David P Sylvester 200450 0 0 0 446 0 45224 0 24759 0 270879 0 0 0 Gregory P Ohe 216676 0 55250 0 354 0 32105 0 16896 0 321281 0 0 0 Timothy Bullard MD 320892 0 0 0 3048 0 38325 0 48678 0 410943 0 0 0 Marvin C Mengel MD 216110 0 0 0 60236 0 44116 0 38084 0 358546 0 0 0 Michael L Russell 234643 0 34759 0 432 0 6800 0 2853 0 279487 0 0 0 Phyllis G Byles 243858 0 0 0 10541 0 48404 0 19653 0 322456 0 0 0 Thomas J Hyatt 232215 0 0 0 10892 0 46447 0 34364 0 323918 0 0 0 RELATED ORGANIZATION SCHEDULE 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), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), AND ORLANDO HEALTH PHYSICIAN PARTNERS, iNC. (EIN: 59-3110868) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DEFERRAL DISTRIBUTIONS PAID TO THE FOLLOWING: SHERRIE SITARIK $87,523 MILDRED BEAM $78,319 JOHN BOZARD $65,663 NANCY DINON $35,047 KEITH EGGERT $35,293 SHANNON ELSWICK $49,795 KAREN FRENIER $11,802 ANDREW GARDINER $10,064 PAUL GOLDSTEIN $45,866 MYRA HANCOCK $19,527 KARL HODGES $41,365 SHARON HOFFMAN $7,490 DAVID HUDDLESON $13,269 KAREN JENSEN $11,787 MARK JONES $32,573 BETH KOLLAS $6,255 JOHN MARZANO $34,107 ROBERT MILES $53,903 JOHN MOORE $11,705 ANNE PEACH $23,485 JOHN SCHOOLER $45,697 ROBERT SNYDER $11,035 KATHY SWANSON $41,148 DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: SHERRIE SITARIK $162,200 MILDRED BEAM $56,563 JOHN W. BOZARD $18,838 NANCY G. DINON $40,863 KEITH EGGERT $38,992 P. SHANNON ELSWICK $67,594 JENNIFER ENDICOTT $36,686 KAREN L. FRENIER $28,214 ANDREW C. GARDINER $25,760 PAUL A. GOLDSTEIN $59,713 JAMAL HAKIM $42,630 KARL W. HODGES $46,403 SHARON HOFFMAN $13,730 DAVIS F. HUDDLESON $19,073 D. WAYNE JENKINS $87,454 KAREN JENSEN $23,409 MARK A. JONES $35,895 BETH BOYER KOLLAS $17,518 JOHN A. MARZANO $33,372 ROBERT A. MILES $33,912 JOHN MOORE $24,208 ANNE G. PEACH $33,646 CYNTHIA POWELL $24,510 JOHN R. SCHOOLER $54,608 ROBERT E. SNYDER $26,827 KATHY A. SWANSON $48,394 DAVID SYLVESTER $23,592 GREG OHE $14,308 SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS TO THE FOLLOWING: P. SHANNON ELSWICK $143,517 MYRA J. HANCOCK $30,882 ROBERT E. SNYDER $146,176 DAVID P. SYLVESTER $35,174 A Orange County Health Facilities Authority 521378595 6845032J3 2006-01-25 182254609 REFUND REMAINING SERIES 2002 BONDS true false false B Orange County Health Facilities Authority 521378595 6845035Q4 2008-06-18 78568277 REPAY CREDIT DRAW REFUND SRS 2007B false false false C Orange County Health Facilities Authority 521378595 6845035L5 2008-05-15 155816665 Convert Series 2005A, 2006A1 & A2 false false false D Orange County Health Facilities Authority 521378595 6845035U5 2008-06-18 179360000 REFUND SERIES 1999A, 1999B & 1999C false false false A 0 106800000 189349464 17940384 0 87204319 4155756 0 0 76388532 0 0 2006 false true true true B 0 0 79313312 8280036 0 0 847852 0 0 14685424 55500000 0 2008 true false true true C 6950000 0 158416890 0 0 0 0 0 0 0 154675000 0 2008 true false true true D 125230000 0 179362824 0 0 159865025 210634 0 0 0 0 18727325 2008 true false false true A false true true true false 0.00290 0.00290 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false true true false 0.00090 0.00090 false false false true A false true false true true false 0 false 0 false true B false true false true false false 0 false 0 false true C false true false true false false 0 false 0 false true D false true false true true true MORGAN STANLEYDEXIA 13.1 false false 0 false true A true B true C true D true DESCRIPTION OF PURPOSE 0 SCHEDULE K, PART I, COLUMN (F) HOSPITAL REVENUE BONDS, SERIES 2006A&B TO REFUND THE REMAINING SERIES 2002 BONDS (ISSUE DATE 05/16/02), AND PROVIDE $6,809,000 TO FINANCE AND REIMBURSE FOR CONSTRUCTION AND EQUIPMENT COSTS FOR IMPROVEMENTS AT ORLANDO REGIONAL MEDICAL CENTER, AND TO FINANCE AND REIMBURSE FOR A PORTION OF THE CONSTRUCTION AND EQUIPMENT COSTS OF THE NEW WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES. DEFEASED AND CONVERTED TO FIXED RATE BY SERIES ISSUED ON 5/15/08. 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. DATE REBATE COMPUTATION WAS PERFORMED FOR ARBITRATION 0 REFUND REMAINING SERIES 2002 BONDS 03/17/2014 REPAY CREDIT DRAW REFUND SRS 2007B 07/15/2013 CONVERT SERIES 2005A, 2006A1 & A2 07/17/2013 REFUND SERIES 1999A, 1999B & 1999C 07/24/2013 RFD SRS 1999D, 1999E, 2004 & 2008D 01/14/2014 REFUND SERIES 2007a-1 & A-2 BONDS 02/05/2013 ORMC REDEVELOPMENT PROJECT 06/17/2013 A ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 68450LAY1 2009-12-16 244229719 RFD SRS 1999D, 1999E, 2004 & 2008D false false false B ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 2011-09-15 83175000 REFUND SERIES 2007A-1 & A-2 BONDS false false false C ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 68450LCJ2 2012-05-25 190757522 ORMC REDEVELOPMENT PROJECT false false false A 20535000 0 244229761 0 0 229801643 3220489 0 0 0 11207587 0 2009 true false false true B 0 0 83175000 0 0 82865395 309605 0 0 0 0 0 2011 true false false true C 0 0 190966320 0 0 33276112 1981410 0 0 0 75114308 80385692 2015 true false true true A false true true true false 0.00340 0.00340 false false false true B false true false false 0.00210 0.00210 false false false true C false true false false 0.00020 0.00020 false false false true A false true false false false false 0 false 0 false true B false true true false true true MORGAN STANLEY 28. true false 0 false true C false true false false false false 0 false 0 false true A true B true C true IRENE KOVATS MOTHER OF N. DINON OFCR 33554 COMPENSATION FOR EMPLOYMENT false THOMAS F MCDANIEL JR BROTHER OF M. KING BOD 55127 COMPENSATION FOR EMPLOYMENT false STACEY L SITARIK DAUGHTER OF S. SITARIK 48824 COMPENSATION FOR EMPLOYMENT false JESSICA JONES SPOUSE OF M. JONES OFCR 61730 COMPENSATION FOR EMPLOYMENT false ANESTHIA GROUP OF ORLANDO PA SEE PART V 404155 CONTRACTED ANESTHESIOLOGY SVCS false SUNTRUST BANK OF CENTRAL FLORIDA SEE PART V 771446 GENERAL BANKING SERVICES false CARDIOVASCULAR SURGEONS PA SEE PART V 292359 CONTRACTED SURGERY SERVICES false HEALTHCHOICE INC OH OFFICER ON HC BOARD 763320 PURCHASED MANAGED CARE SVCS false MARY C FERRANTE SISTER OF ANNE PEACH 39292 COMPENSATION FOR EMPLOYMENT false HEALTH COUNCIL OF EAST CENTRAL FLOR SEE PART V 18750 CONTRACTED CHNA SERVICES false Mary Farrell SEE PART V 1158934 CONTRACTED FPA, LLC false SUNTRUST BANK OF CENTRAL FLORIDA SEE PART V 823836 LOAN INTEREST false SUNTRUST BANK OF CENTRAL FLORIDA SEE PART V 823836 LOAN INTEREST false RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION SCHEDULE L, PART IV, COLUMN B LINE 5 - J. HAKIM, BOD OWNER IN CONTRACTED GROUP LINE 6 - REX V. MCPHERSON II, BOD OF BOTH OHI & SUNTRUST LINE 7 - M. SAND, BOD OF OHI & DIRECTOR OF CONTRACTED ENTITY LINE 10 - SPOUSE OF ANNE PEACH, EXEC. DIRECTOR OF HEALTH COUNCIL OF EAST CENTRAL FLORIDA LINE 11 - M. FARRELL, BOD, OFFICER OF CONTRACTED ENTITY DESCRIPTION OF RELATIONSHIPS Form 990, Part VI, Line 2 SHANNON ELSWICK, SHEPHAN HARR, PAUL GOLDSTEIN, NANCY DINON AND KARL HODGES HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS Form 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. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS Form 990, Part VI, Line 7a THE GROUP OF 40 MEMBERS DESCRIBED ABOVE ELECTS THE GOVERNING BODY OF ORLANDO HEALTH, INC. PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 Form 990, Part VI, Line 11b CFO AND THE FINANCE DEPARTMENT REVIEWED THE FORM 990 AND ANY REQUIRED CHANGES WERE MADE TO THE FORM 990 BEFORE THE FORM WAS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEES OF THE BOARD. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED AS A RESULT OF THE REVIEW WERE MADE. THE COMMITTEE JOINTLY SUBMITTED A REPORTED TO THE BOARD OF DIRECTORS ABOUT THEIR REVIEW OF THE FORM AND THE FINAL FORM 990 WAS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD BEFORE IT WAS FILED. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT Form 990, Part VI, Line 12c 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 BEGAN Form 990, Part VI, Line 15a THE EXECUTIVE COMPENSATION PROCESS AT ORLANDO HEALTH IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THIS PROCESS APPLIES TO THE CEO, ALL OFFICERS AND DIRECTORS AND WAS IMPLEMENTED PRIOR TO OCTOBER 1, 2006. THE CHARTER EMPOWERS THE COMPENSATION COMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS AND RETENTION OF KEY MANAGEMENT TALENT AND TO ENSURE THAT COMPENSATION AND BENEFITS DO NOT EXCEED MARKET NORMS. ORLANDO HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS 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 ALSO 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. AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC FORM 990, PART VI, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. OTHER CHANGES IN NET ASSETS OR FUND BALANCES Form 990, Part XI, Line 5 CONTRIBUTIONS-BOOK/TAX DIFFERENCE $(2,853,095) AFFILIATED EQUITY TRANSFERS $(152,692,854) OTHER REVENUE- BOOK/TAX DIFFERENCE $(852,932) OTHER CHANGES AND EXTRAORDINARY ITEMS $(295,274) ============== Total $(156,694,155) DESCRIPTION OF OVERSIGHT PROCESS FORM 990, PART XII, LINE 2C DURING FISCAL YEAR 2013, THE PARENT ORGANIZATION ORLANDO HEALTH, INC. APPROVED THE CHANGE IN INDEPENDENT AUDITOR AND TAX ADVISOR. 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