2016-08-12T10:04:27-05:00 2015-09-30 Grant Thornton LLP 200 South Orange Avenue Suite 2050 Orlando FL 32801 990 2014-10-01 591726273 Orlando Health Inc % BERNADETTE SPONG ORLA 4078415155 1414 Kuhl Avenue MP8 Orlando FL 32806 BERNADETTE SPONG CFO 3218415078 2016-08-09 true Dawn M Olivardia P00059252 4074815100 2016-08-09 2014 2016-09-27 15:27:22Z David Strong 1414 Kuhl Avenue Orlando FL 32806 2521335988 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. 17 14 14166 1345 9423075 -2029032 27120300 17466653 1666607260 1841001270 21197747 20104464 5196940 934470 1720122247 1879506857 744798 575152 0 0 719852460 769526998 235739 100353 6225759 751494469 794760058 1472327466 1564962561 247794781 314544296 2432650416 2605277393 1223127345 1251969364 1209523071 1353308029 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 1310656553 575152 1831920806 Orlando 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 student 1310656553 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 777 0 true 14166 true true true true CJ false false false false false false false false X 17 14 true false false false true true false true true false false true true true true true true true true true true X BERNADETTE SPONG 3218415078 1414 KUHL AVENUE Orlando FL 32806 X Gregor Alexander MD Board Member (Trm End 3/1/15) 5.0 0.0 X 0 0 0 Brian Besanceney Board Member 5.0 0.0 X 0 0 0 C David Brown II Board Member 5.0 0.0 X 0 0 0 John Cappleman MD Board Member 5.0 0.0 X 0 0 0 Linda W Chapin Board Member 5.0 0.0 X 0 0 0 Mary Farrell MD Board Member 5.0 0.0 X 130000 0 0 Lennard Greenbaum MD Board Member (Trm End 3/1/15) 5.0 0.0 X 0 0 0 Roy Haley Board Member 5.0 5.0 X 0 0 0 Joshua High Board Member 5.0 0.0 X 0 0 0 Carolyn Karraker Board Member 5.0 0.0 X 0 0 0 Marilyn M King Board Member 5.0 0.0 X 0 0 0 Harvey Kobrin Board Member (Trm End 3/1/15) 5.0 0.0 X 0 0 0 Rex V McPherson II Board Member 5.0 0.0 X 0 0 0 Dianna Morgan Board Member 5.0 0.0 X 0 0 0 Mark Sand MD Board Member (Trm End 3/1/15) 5.0 55.0 X 0 1200585 49566 Ray Sandhagen Board Member 5.0 0.0 X 0 0 0 Amy Saunders Board Member 5.0 0.0 X 0 0 0 Conrad Santiago Board Member 5.0 0.0 X 0 0 0 Sanford C Shugart PhD Board Member 5.0 0.0 X 0 0 0 Aurelio Duran MD Board Member 5.0 0.0 X 0 1091579 71956 Phillip Rich Board Member 5.0 5.0 X 0 0 0 Stephen J Harr SR VICE PRES, FINANCE & ADMIN 55.0 13.0 X 795234 0 67380 David Strong President, CEO (Eff 4/9/2015) 65.0 5.0 X 0 0 0 Bernadette Spong SR VP, CFO (Eff 7/27/2015) 65.0 0.0 X 0 0 0 Jamal Hakim MD COO 55.0 16.0 X 1295797 0 230783 Mildred D Beam SVP, LEGAL AFF & GEN COUNSEL 55.0 0.0 X 591190 0 74287 Karen L Frenier VP, OPERATIONS, ORMC 55.0 0.0 X 440532 0 92869 Paul A Goldstein VP, FINANCE/TREASURY & ACCOUNT 55.0 6.0 X 522469 0 115485 David F Huddleson VP 55.0 0.0 X 309194 0 70766 D Wayne Jenkins MD VP (Term Ended 8/24/15) 55.0 6.0 X 1054435 0 73884 Mark A Jones PRES, DR. 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PHILLIPS HOSP 55.0 6.0 X 537356 0 94297 Cynthia A Powell PRES, OHPG & VP OHI 2.0 55.0 X 0 458625 178110 Kathy A Swanson PRES, WPH & SR VP, OHI 55.0 0.0 X 643170 0 107998 John W Bozard SVP & PRES, APMC & FOUND 20.0 35.0 X 357087 357087 69034 Nancy G Dinon VP, HUMAN RESOURCES 55.0 0.0 X 463137 0 114076 Karl W Hodges VP (Term Ended 3/17/15) 55.0 4.0 X 401848 0 97675 Anne G Peach VP, NURSING 55.0 0.0 X 406472 0 72572 J Richard Schooler VP, INFORMATION SYS 55.0 7.0 X 592307 0 237592 Sherrie H Sitarik FORMER CEO (TRM ENDED 9/25/13) 0.0 0.0 X 978146 0 14406 Shannon P Elswick PRESIDENT (Trm Ended 6/1/2013) 0.0 0.0 X 444783 0 5879 Robert A Miles VP (Term Ended 11/11/13) 0.0 0.0 X 142007 0 11806 10105164 3107876 1850421 328 true true false Brasfield Gorrie LLC 3021 7th Avenue S BIRMINGHAM AL 35233 Construction 68865673 Deloittee Consulting LLP 4022 Sells Drive HERMITAGE TN 37076 Consulting 10448840 AVI Foodsystems Inc 2590 Elm Rd NE WARREN OH 44483 Food Services 8456479 J Robinson Group LLC 1416 Lake Shore Dr ORLANDO FL 32803 Consulting 7379203 Allscripts Healthcare LLC 8526 Six Forks Rd RALEIGH NC 27615 Healthcare info sys 7137179 321 13999386 63924 3403343 17466653 NET PATIENT SERVICE REVENUE 621500 1747402521 1738414835 8987686 MANAGEMENT FEES 900099 4583917 4583917 FITNESS CENTER 713940 443201 374415 68786 OTHER PROGRAM REVENUE 621990 88571631 88547639 23992 1841001270 13324070 13324070 853534 853534 2281 2281 827817 183719 147980 422208 679837 -238489 441348 -131589 572936 647093790 92013 639798043 1460900 7295747 -1368887 5926860 5926860 0 0 0 PARKING GARAGE 621990 18922 18922 PHYSICIANS ANSWERING SERVICE 561499 404719 404719 INFANT PICTURE CONTRACT 900099 67200 67200 490841 1879506857 1831920806 9423075 20696322 575152 575152 0 0 0 11319395 2436523 8503734 379138 0 614784629 502844874 108732422 3207333 23927607 19539404 4388203 75541698 61029399 13938569 573730 43953669 35943726 7775743 234200 632810 632810 6734344 6734344 299258 299258 424026 424026 100353 100353 316316 316316 103442246 81875534 21491721 74991 17071931 11918585 5070808 82538 32899016 29751791 2673770 473455 35402327 13726995 21480259 195073 0 74811845 57991750 16384252 435843 2970123 1794112 983016 192995 0 246328 145814 75854 24660 37957034 30755886 7201148 0 94189077 76319675 17863839 5563 24627918 24541281 86637 MEDICAL SUPPLIES 307350856 307350856 PATIENT MED ASST TRUST FUND 20138169 20138169 ELIGIBILITY FEES 17784639 17784639 DISCHARGE SUPPORT 5179185 5179185 12282610 9013203 3023520 245887 1564962561 1310656553 248080249 6225759 62056400 58803626 1205904 26959724 0 0 229053980 257380174 0 0 0 0 0 0 19821999 25276423 36993687 30628657 2480291084 1409841853 1026795147 1070449231 851096573 926115318 0 0 0 0 32263781 32164553 173362945 177499687 2432650416 2605277393 186339812 216096364 0 0 1511868 2628666 879703910 852240192 0 0 0 0 1757793 1230997 0 0 153813962 179773145 1223127345 1251969364 X 1131480647 1274150325 77404242 78489621 638182 668083 1209523071 1353308029 2432650416 2605277393 X 314544296 -40323543 -130435795 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 93000 false true 424026 517026 false false PAID STAFF OR MANAGEMENT Schedule 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. 24001882 532938 -885678 79261 23569881 21643008 6820 2460598 108544 24001882 17882842 280543 3565773 0 0 86150 21643008 14814998 337853 2766535 0 0 36544 17882842 14899412 26824 -81251 0 0 29987 14814998 0.02834 0.97166 false false 57121984 57121984 831398405 334583949 496814456 10707052 0 10707052 1477900765 1057030041 420870724 103162878 18227863 84935015 1070449231 CASH SURRENDER VALUE LIFE INS 26112186 INVESTMENT IN RELATED PARTIES 13580603 MEDICAL MALPRACTICE RECOVERIES 6230157 DEPOSITS 7652090 GIFT ANNUITY TRUST 3836209 CONTRIBUTIONS FROM FOUNDATION 490456 CAP ACCUM/DEF COMP BENEFITS 8817594 DUE FROM AFFILIATES 102184135 ASSETS HELD FOR RESALE 8596257 177499687 0 CONTRACT TERMINATION LIABILITY 11915303 FIN 48 OBLIGATION 679897 LT-LIAB CAP/ACCUM DEF COMP 8817593 DEBT GUARANTEE - S. LAKE BONDS 1280000 SWAP LIABILITIES 41278999 PROFESSIONAL AND GENERAL LIABILITY 108419239 REGULATORY ASSESSMENTS 61087 LT- DUE TO AFFILIATES 5478346 PHYSICIAN LOAN RESERVE 67676 OTHER LIABILITIES 1775005 179773145 X LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) Schedule 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. Central America and the Caribbean 1 1 Program Services Captive Insurance 73718 1 1 1 1 73718 73718 true false true false false false X true HARRIS CONNECT LLC 1511 Route 22 Suite C-25 Brewster NY 10509 TELEPHONE SOLICITING false 100353 100353 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 63257023 63257023 0.04040 275720114 214214346 61505768 0.03930 10200368 2241171 7959197 0.00510 349177505 216455517 132721988 0.08480 22237720 820618 21417102 0.01370 47446760 12121300 35325460 0.02260 2605027 2605027 0.00170 701149 701149 0.00040 72990656 12941918 60048738 0.03840 422168161 229397435 192770726 0.12320 312669 312669 0.00020 312669 312669 0.00020 true 11353864 241166761 240525780 640981 X true true 5 1 Orlando Health (fka) Orlando Region 1414 S ORANGE AVENUE ORLANDO FL 32806 SEE SUPPLEMENTAL INFORMATION FOR WEBSITE 4393 X X X X A 2 DR P PHILLIPS HOSPITAL 9400 TURKEY LAKE RD ORLANDO FL 32819 SEE SUPPLEMENTAL INFORMATION FOR WEBSITE 4393 X X X A 3 SOUTH SEMINOLE HOSPITAL 555 W SR 434 LONGWOOD FL 32279 SEE SUPPLEMENTAL INFORMATION FOR WEBSITE 4393 X X X A 4 ARNOLD PALMER HOSPITAL FOR CHILDREN 92 W MILLER ORLANDO FL 32806 SEE SUPPLEMENTAL INFORMATION FOR WEBSITE 4393 X X X X A 5 WINNIE PALMER HOSP FOR WOMEN & BABIES 82 W MILLER ORLANDO FL 32806 SEE SUPPLEMENTAL INFORMATION FOR WEBSITE 4393 X X X X Neonatal Unit A A false false true X X X X X X X X X 13 true true true true X http://www.orlandohealth.com true 13 false true false true X 200. 400. X X X true true X X true X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X true X false X X X X true X false false PART V, SECTION A Main 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 5 FOR 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 6A 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 PART V, SECTION B, LINE 6B FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY PART V, SECTION B, LINE 11 FOR NEARLY 100 YEARS, ORLANDO HEALTH HAS BEEN SERVING THE CENTRAL FLORIDA REGION. DEDICATED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES, ORLANDO HEALTH IS CONSTANTLY EMPLOYING EFFORTS TO IMPROVE HEALTH IN THE COMMUNITY AND INCREASE ACCESS TO CARE. IN SUPPORT OF OUR COMMUNITY BENEFIT EFFORTS, WE RECOGNIZE THE IMPORTANCE OF WORKING WITH COMMUNITY ORGANIZATIONS. AS A RESULT, ORLANDO HEALTH ACTIVELY COLLABORATES WITH LOCAL ORGANIZATIONS AND GROUPS IN ORDER TO MAKE A DIFFERENCE IN THE HEALTH AND QUALITY OF LIFE IN CENTRAL FLORIDA. 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 16B http://www.orlandohealth.com/patients-and-visitors/patient-financial-resou rces/financial-assistance-program 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 TWO NEW COMMUNITY BASED PHYSICIANS TO SUPPORT THE PHYSICIAN SHORTAGES IN OUR COMMUNITY DURING THE YEAR. PART III, LINE 2 AND LINE 4 BAD DEBT EXPENSE REFLECTED IN PART III, LINE 2 REPRESENTS COST OF CHARGES WRITTEN OFF AS UNCOLLECTIBLE. BOTH DISCOUNTS AND PAYMENTS TO ACCOUNTS WILL REDUCE THE BAD DEBT EXPENSE, SHOULD THE ACCOUNT BE REPORTED AS BAD DEBT. THAT IS TO SAY, DISCOUNTS APPLIED TO ACCOUNTS ARE NOT REVERSED PRIOR TO DECLARING, ADJUSTING AND/OR WRITING OFF ACCOUNTS AS BAD DEBT. ALL ACCOUNTS WHICH ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT ARE REVIEWED TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE. IF SUFFICIENT DOCUMENTATION WAS NOT PROVIDED BY THE ACCOUNT HOLDER, ORLANDO HEALTH USES PREDICTIVE ANALYTICS TO DETERMINE IF THE FINANCIAL ASSISTANCE FOR ACCOUNTS 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 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 SURPLUS AS A COMMUNITY BENEFIT. PART III, LINE 9B COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL AVAILABLE DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT IS REMITTED TO COLLECTION. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. PART VI, 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 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 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 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 7 NONE true Grace Medical Home Inc 51 Pennsylvania St Orlando FL 32806 261817966 501(c)(3) 119200 Sponsorship Fee Orange County Public Schools 600 Courtland St Suite 565 Suite 400-C Orlando FL 32804 593125675 501(c)(3) 70202 Sponsorship Fee American Heart Association Inc 237 E Marks St Orlando FL 32803 135613797 501(c)(3) 68000 Sponsorship Fee CAMP BOGGY CREEK 30500 Brantley Branch Rd Suite 465 Eustis FL 32736 593012889 501(c)(3) 30000 Sponsorship Fee Central Florida Black Nurses P O Box 585142 Orlando FL 32858 593288443 501(c)(3) 10250 Sponsorship Fee A Gift for Teaching 6501 Magic Way Bldg 400C Orlando FL 32809 593515162 501(c)(3) 7500 Sponsorship Fee Healthcare Center for the Homeless Inc 232 N Orange Blossom Trail Suite 105 Orlando FL 32805 593185020 501(c)(3) 205000 Sponsorship Fee Orange County Healthy Start Coalition Inc 600 Courtland St Suite 565 Suite 190 Orlando FL 32804 593125675 501(c)(3) 12500 Sponsorship Fee Ronald McDonald House Charities of Central Florida 1030 N Orange Avenue Suite 105 Suite 115 Orlando FL 32801 593211250 501(c)(3) 49000 Sponsorship Fee 9 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. 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 COO 799735 0 432934 0 63128 0 230783 0 0 0 1526580 0 15986 0 Mark Sand MD Board Member (Trm End 3/1/15) 0 548886 0 543499 0 108200 0 34050 0 15516 0 1250151 0 0 Sherrie H Sitarik FORMER CEO (TRM ENDED 9/25/13) 0 0 0 0 978146 0 0 0 14406 0 992552 0 0 0 Mildred D Beam SVP, LEGAL AFF & GEN COUNSEL 372750 0 140104 0 78336 0 58311 0 15976 0 665477 0 52286 0 John W Bozard SVP & PRES, APMC & FOUND 228468 228468 86736 86736 41883 41883 26983 26983 7534 7534 391604 391604 0 0 Nancy G Dinon VP, HUMAN RESOURCES 298505 0 113529 0 51103 0 91420 0 22656 0 577213 0 34568 0 Aurelio Duran MD Board Member 0 339245 0 655705 0 96629 0 51550 0 20406 0 1163535 0 0 Shannon P Elswick PRESIDENT (Trm Ended 6/1/2013) 0 0 0 0 444783 0 562 0 5317 0 450662 0 223096 0 Karen L Frenier VP, OPERATIONS, ORMC 283743 0 112928 0 43861 0 71014 0 21855 0 533401 0 28214 0 Paul A Goldstein VP, FINANCE/TREASURY & ACCOUNT 337697 0 129598 0 55174 0 93798 0 21687 0 637954 0 44642 0 Stephen J Harr SR VICE PRES, FINANCE & ADMIN 512909 0 193746 0 88579 0 51550 0 15830 0 862614 0 0 0 Karl W Hodges VP (Term Ended 3/17/15) 253767 0 98911 0 49170 0 73013 0 24662 0 499523 0 34512 0 David F Huddleson VP 200925 0 81001 0 27268 0 55442 0 15324 0 379960 0 17935 0 D Wayne Jenkins MD VP (Term Ended 8/24/15) 580646 0 217808 0 255981 0 51550 0 22334 0 1128319 0 241894 0 Mark A Jones PRES, DR. P. PHILLIPS HOSP 365312 0 136272 0 35772 0 78028 0 16269 0 631653 0 32148 0 Robert A Miles VP (Term Ended 11/11/13) 0 0 0 0 142007 0 0 0 11806 0 153813 0 0 0 Anne G Peach VP, NURSING 272603 0 102372 0 31497 0 50240 0 22332 0 479044 0 27919 0 Cynthia A Powell PRES, OHPG & VP OHI 0 327691 0 123748 0 7186 0 171662 0 6448 0 636735 0 0 J Richard Schooler VP, INFORMATION SYS 390197 0 148807 0 53303 0 213130 0 24462 0 829899 0 51115 0 Kathy A Swanson PRES, WPH & SR VP, OHI 392827 0 199997 0 50346 0 94394 0 13604 0 751168 0 46919 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), 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 CONTROL Schedule 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 PLAN Schedule 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 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 Series 20 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 189637923 18228843 0 87204319 4155756 0 0 76388532 0 0 2006 false true true true B 0 0 79317134 8283858 0 0 847852 0 0 14685424 55500000 0 2008 true false true true C 10625000 0 158971809 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 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 0.00040 0.00040 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 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. LAST DATE REBATE COMPUTATION WAS PERFORMED FOR ARBITRAGE SERIES 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 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 000000000 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 43545000 0 244229765 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 190968580 0 0 33276112 1981410 0 0 0 155710874 0 2015 true false true true A false true true true false 0.00740 0.00740 false false false true B false true false false 0.01030 0.01030 false false false true C false true false false 0.00810 0.00810 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. false false false 0 false true C false true false false false false 0 false 0 false true A true B true C true THOMAS F MCDANIEL JR BROTHER OF M. KING BOD 57015 COMPENSATION FOR EMPLOYMENT false HEALTHCHOICE INC OH OFFICER ON HC BOARD 787289 PURCHASED MANAGED CARE SVCS false ANESTHIA GROUP OF ORLANDO PA SEE PART V 188907 CONTRACTED ANESTHESIOLOGY SVCS false SUNTRUST BANK OF CENTRAL FLORIDA SEE PART V 997642 GENERAL BANKING SERVICES false MARY C FERRANTE SISTER OF ANNE PEACH 41123 COMPENSATION FOR EMPLOYMENT false MARY FARRELL SEE PART V 1223576 CONTRACTED FPA, LLC false MATTHEW BOYD SON OF S. HARR OFCR 33925 COMPENSATION FOR EMPLOYMENT false RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION SCHEDULE 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 Entity FAMILY RELATIONSHIPS Form 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 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. MEMBERS OR STOCKHOLDERS WHO MAY ELECT Form 990, Part VI, Line 7a THE GROUP OF 40 MEMBERS DESCRIBED ABOVE ELECTS THE GOVERNING BODY OF ORLANDO HEALTH, INC. FORM 990 REVIEW PROCESS 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. 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 & ENFORCEMENT Form 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 BEGAN Form 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 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 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) ORLANDO HEALTH FOUNDATION INC 3160 SOUTHGATE COMMERCE BLVD ORLANDO FL 32806 592244943 SUPPORT OH FL 501(C)(3) 07 OHI true ORLANDO CANCER CENTER INC 1400 S ORANGE AVENUE ORLANDO FL 32806 593005020 CANCER CENTER FL 501(C)(3) 11 TYPE I OHI true ORLANDO HEALTH PHYSICIAN GROUP INC 1414 KUHL AVENUE ORLANDO FL 32806 593259553 PHY SUPRT SRV FL 501(C)(3) 11 TYPE I OHI true ORLANDO PHYSICIANS NETWORK INC 1414 KUHL AVENUE ORLANDO FL 32806 593110868 SUPPORT OH FL 501(C)(3) 11 TYPE I OHI true WEST ORANGE HEALTHCARE INC 10000 W COLONIAL DRIVE OCOEE FL 34761 593269402 SUPPORT OHC FL 501(C)(3) 11 TYPE I OHC true HEALTH CENTRAL FOUNDATION INC 10000 W COLONIAL DRIVE OCOEE FL 34761 592091206 SUPPORT OHC FL 501(C)(3) 07 OHF true ORLANDO HEALTH CENTRAL INC 10000 W COLONIAL DRIVE OCOEE FL 34761 800764192 HEALTHCARE FL 501(C)(3) 03 OHI true HEALTHCARE PURCHASING ALLIANCE LLC 1417 KUHL AVENUE ORLANDO FL 32806 454843489 GROUP PRCHSNG FL OHI RELATED 5390365 3770128 false false 0.92300 ORLANDO HEALTHUSP SURGERY CENTERS LLC 1414 KUHL AVENUE ORLANDO FL 32806 320417400 SURG CENTR FL OHI RELATED 21472 2829335 false false 0.50010 HEALTHNET SERVICES INC & SUBS 1414 KUHL AVENUE ORLANDO FL 32806 592246203 MEDICAL SVCS FL OHI C Corp -15608483 91714766 1.00000 true ORANGE INDEMNITY LTD PO BOX 1159 KY1--1102 CJ 980516252 CAPTIVE INS CJ OHI C Corp 75000 1931531 1.00000 true COMMUNITY HEALTH OF FLORIDA INC 1414 KUHL AVENUE ORLANDO FL 32806 463171911 INSURANCE LIC FL NA C Corp 0 0 0.50100 true false false true false false false false false false true true true true true true false true true false ORLANDO HEALTH FOUNDATION INC c 13999386 FMV ORLANDO HEALTH PHYSICIAN GROUP INC j 3858895 FMV ORLANDO HEALTH PHYSICIAN GROUP INC r 95600000 FMV ORLANDO CANCER CENTER INC r 8600000 FMV ORLANDO PHYSICIAN NETWORK INC r 2350000 FMV ORLANDO HEALTH FOUNDATION INC n 6183913 FMV ORLANDO HEALTH FOUNDATION INC o 357087 FMV ORANGE INDEMNITY LTD m 75000 FMV ORLANDO HEALTH PHYSICIAN PARTNERS INC r 6450000 FMV ORLANDO HEALTH CENTRAL INC l 3712663 FMV ORLANDO HEALTH CENTRAL INC q 631922 FMV ORLANDO HEALTH CENTRAL INC k 1786098 FMV HEALTH CARE PURCHASING ALLIANCE LLC r 6100375 FMV HEALTHCHOICE INC m 650424 FMV PHYSICIAN ASSOCIATES LLC r 11596000 FMV