ORLANDO HEALTH FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH FOUNDATION INC (EIN 59-2244943)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-12
- IRS object ID
- 201622259349301947
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T10:04:26-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South Orange Avenue Suite 2050 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592244943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER MILLER | InCareOfNm |
| Business Name Control | ORLA | BusinessNameControlTxt |
| Phone | 4078415194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 Southgate Commerce Blvd Ste 50 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MILLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4078415194 | PhoneNum |
| Signature | 2016-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dawn M Olivardia | PreparerPersonNm |
| PTIN | P00059252 | PTIN |
| Phone | 4074815100 | PhoneNum |
| Preparation | 2016-08-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John W Bozard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 Southgate Commerce Blvd | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,551,911 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.getinvolvedorlandohealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL MAJOR AND PLANNED GIFT FUND RAISING EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,923,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,406,477 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,877,258 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,322,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$394,607 | PYOtherRevenueAmt |
| CY Other Revenue | -$437,605 | CYOtherRevenueAmt |
| PY Total Revenue | $22,406,597 | PYTotalRevenueAmt |
| CY Total Revenue | $19,291,132 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,297,137 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,999,386 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,655,210 | PYOtherExpensesAmt |
| CY Other Expenses | $528,581 | CYOtherExpensesAmt |
| PY Total Expenses | $18,952,347 | PYTotalExpensesAmt |
| CY Total Expenses | $14,527,967 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,454,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,763,165 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,366,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,787,972 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,547,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,381,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,819,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,406,880 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORLANDO HEALTH FOUNDATION IS TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL, MAJOR AND PLANNED GIFT FUND RAISING EFFORTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,999,386 | ExpenseAmt |
| Grant | $13,999,386 | GrantAmt |
| Desc | Since 1918, Orlando Health has remained committed to its mission to improve the health and quality of life of the individuals and communities it serves. Orlando Health is a $2.3 billion not-for-profit health care organization and a community-based network of physician practices, hospitals, and outpatient care centers throughout Central Florida. The organization includes Orlando Health Physician Group and Physician Associates, two of the largest multi-specialty practices in Central Florida, ownership in an outpatient surgery center, and eight wholly-owned or affiliated hospitals. An Orlando Health subsidiary holds a 51 percent interest in an entity operating five outpatient imaging centers. Orlando Health is home to the area's only Level One Trauma Centers for adults and pediatrics and is a statutory teaching hospital system that offers both specialty and community hospitals. They are: Orlando Regional Medical Center; Dr. P. Phillips Hospital; South Seminole Hospital; Health Central Hospital, the Arnold Palmer Medical Center, which consists of Arnold Palmer Hospital for Children and Winnie Palmer Hospital for Women & Babies; and St. Cloud Regional Medical Center (20 percent affiliation). Areas of clinical excellence are heart and vascular, cancer care, neurosciences, surgery, pediatric orthopedics and sports medicine, neonatology, and women's health. More than 2,000 physicians have privileges at Orlando Health, which is also one of the area's largest employers with more than 15,000 employees who support our philosophy of providing high quality care and service that revolves around patients' needs. We prove this everyday with over 100,000 inpatient admissions and nearly 900,000 outpatient visits each year. In all, Orlando Health serves 1.8 million Central Florida residents and more than 4,500 international patients annually. Additionally, Orlando Health provides approximately $209 million in support of community health needs. More information can be found at www.orlandohealth.com. The Orlando Health Foundation is the philanthropic heart of Orlando Health's hospitals and medical programs. Created over thirty years ago to help build Arnold Palmer Hospital, the Foundation has since been instrumental in raising funds for the construction of the Cancer Center; Winnie Palmer Hospital; two hospitality homes: Hubbard House and the Cynthia C. & William E. Perry Pavilion; The Howard Phillips Center for Children & Families, a part of Arnold Palmer Hospital; and Bert Martin's Champions for Children's Emergency Department & Trauma Center at Arnold Palmer Hospital. Philanthropic funding also provides vital support for programs and services and the acquisition of life-saving equipment. As a major metropolitan city, Orlando's need for high-quality healthcare will only continue to grow. Further, as Orlando Health approaches its centennial and celebrates the past 100 years of service to the community, the Orlando Health Foundation is working to secure the necessary resources to continue providing leading healthcare in the next 100 years. This requires the expansion of facilities, development of promising new programs, acquisition of leading-edge technology, expansion of inpatient and outpatient services, and recruitment of high-caliber physicians, nurses and clinical staff to better serve our patients - and a minimum of $210 million in philanthropic support. Over the past year, philanthropic support has helped Orlando Health make great strides in carrying out our strategic vision. Following are a few of the year's highlights: Orlando Regional Medical Center (ORMC) - Progress continued with ORMC's Redesign and Renovation Project. At an estimated cost of $297 million, it represents one of the largest and most significant projects in Orlando Health's history. The project exemplifies Orlando Health's transition to a new model of care that focuses on clinical integration and more coordinated, collaborative care for patients. In January, a new, 10-story patient tower opened, providing state-of-the-art, all-private rooms, new trauma and neuro ICUs and the most advanced care for trauma, cardiology, neurosciences and orthopedics. Construction continued on the Surgical Services expansion and renovation - a 28,000-square-foot addition, which includes 10 new operating rooms and a new Post Anesthesia Care Unit area with 24 patient bays. The areas opened for surgery cases in phases beginning in May. In September, the Redesign and Renovation Project continued to elevate the patient experience with significant space and technology enhancements to the Cardiovascular Services area. This redesigned and relocated space consolidates nine new cardiac labs with 20 new procedure preparation and recovery rooms in a single location. The 38,745-square-foot renovation includes five new Catheterization (Cath) Labs and four new Electrophysiology (EP) Labs, which replaced existing labs. The new, larger labs accommodate additional medical equipment and supplies, and enable cardiovascular clinicians to provide quality care more effectively and efficiently. Central Florida's only Level One Trauma Center continued to be one of the busiest trauma centers in the nation, treating more than 4,500 trauma patients. Orlando Health received the highest quality rating for heart care and cancer care from The Society of Thoracic Surgeons. The 3 Star Rating is for quality care provided to patients undergoing bypass surgery and lobectomy for lung cancer. Only ten percent of hospitals receive a 3 Star Rating. ORMC also received an "A" rating for patient safety, from the patient-safety advocacy organization The Leapfrog Group. Arnold Palmer Hospital for Children - At Arnold Palmer Medical Center, we celebrated our ranking as the only children's hospital in Central Florida to be featured in U.S. News & World Report's ranking of the Best Children's Hospitals. Arnold Palmer Medical Center was honored to be recognized in seven different subspecialties. Thanks to a generous philanthropic gift, plans are well underway for the creation of a Bone Marrow Transplant Program at the Haley Center for Children's Cancer and Blood Disorders. Winnie Palmer Hospital for Women & Babies - More than 14,700 babies were delivered at Winnie Palmer Hospital in 2015. Despite this volume, Winnie Palmer Hospital consistently ranked extremely high in patient and guest satisfaction. The Alexander Center for Neonatology at Winnie Palmer celebrated 40 years this year. UF Health Cancer Center - Orlando Health - Florida Surgeon General John Armstrong, MD recognized the Cancer Center as a state-designated Cancer Center of Excellence. The Cancer Center is the only in Central Florida and one of four cancer centers in the state to receive this prestigious distinction. Construction and testing continued on the new Proton Therapy Center, which will provide more targeted treatment for a variety of cancers including brain tumors and pediatric cancers. It will be the first proton therapy center in Central Florida - and one of only a dozen in the country. The Cancer Support Community at the Cancer Center continued to develop program offerings to address the emotional and psychosocial needs of our patients and family members. This "softer side of cancer care" provides a variety of programs including education sessions; support groups; counseling; training in relaxation, meditation or stress management; music therapy and healing arts workshops; and yoga and exercise classes. Dr. P. Phillips Hospital - Renovations were completed to update and enhance the healing environment within the original patient tower B at Dr. P. Phillips Hospital to make it more consistent with the newer areas of the hospital. Dr. P. Phillips Hospital also received an "A" rating for patient safety, from the patient-safety advocacy organization The Leapfrog Group. Health Central - Construction continued on the expansion of Health Central's Emergency Department and the development of a new patient tower. Renovations were completed at "Circle of Friends," an award-winning Alzheimer's and Dementia Unit at Health Central Park, to provide an updated, healing environment. Health Central received an "A" rating for patient safety, from the patient-safety advocacy organization The Leapfrog Group for the eighth consecutive time - only 181 hospitals in the U.S. have achieved this honor. Since The Leapfrog Group began rating hospitals in 2012, Health Central has received an "A" grade every time. South Seminole Hospital - South Seminole Hospital acquired the Da Vinci Surgical System, a robotic surgical system that facilitates complex surgeries using minimally invasive techniques. The hospital also received an "A" rating for patient safety, from the patient-safety advocacy organization The Leapfrog Group. Orlando Health Hospitality Homes - Hubbard House and the Cynthia C. & William E. Perry Pavilion, located on the downtown and Dr. P. Phillips Hospital campuses respectively, ensured t | Desc |
| Total Program Service Expenses | $13,999,386 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MILLER | PersonNm |
| Phone | 4078415194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD SUITE | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gregor Alexander MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Don R Ammerman | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jess Bailes | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BozardJohn W | |||||||||
| President OH Foundation | 35.0 | 20.0 | Yes (X) | $357,087 | $357,087 | $69,034 | Yes (X) | ||
| Ralph Veerman | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James P Caruso | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Roger Chapin | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Clayton | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phillips A Easterling | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathy Johnson | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Annette Ford | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Strong | |||||||||
| Board Member | 5.0 | 65.0 | Yes (X) | $0 | $0 | $0 | |||
| M Kathryn Garrett MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jane Gibson PhD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Gosselin | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lee Heard | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan C Helman | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Hillenmeyer | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jamal Hakim | |||||||||
| Board Member | 5.0 | 66.0 | Yes (X) | $0 | $1,295,797 | $230,783 | |||
| Richard T Hurt | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| R Brock Kelsey | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward F Kinney | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Helen Leon | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elaine M Lustig | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sudhir Bhaskar MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rafael E Martinez | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Helen Cairns | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard T McCree Sr | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheryl Meitin | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Miller | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia C Perry | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Donald A Plumley MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W Russell Prather MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip W Rich | |||||||||
| Board Member | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Dean Sider | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Saunders | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert N Serros MD | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Smith | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rilous Carter | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Dillard | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joanne Santiago | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Frantz Alphonse | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Roh MD | |||||||||
| Board Member | 5.0 | 55.0 | Yes (X) | $0 | $772,991 | $91,465 | |||
| David Fuller | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Hinson | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sibille Pritchard | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane O'Dell | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Roy Haley | |||||||||
| Board Member | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Warden Andrew | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| West Bryce | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Miller Christopher L | |||||||||
| CFO, Foundation | 55.0 | 0.0 | $131,570 | $0 | $30,367 | Yes (X) | |||
| Jensen Karen Thornton | |||||||||
| VP & Exec Dir, FDN | 55.0 | 0.0 | $281,921 | $0 | $47,798 | Yes (X) | |||
| Phillips Chad | |||||||||
| Foundation VP, APMC | 55.0 | 0.0 | $189,487 | $0 | $46,407 | Yes (X) | |||
| Gamble Jeremy Drashman | |||||||||
| Foundation VP, ORMC | 55.0 | 0.0 | $165,037 | $0 | $36,357 | Yes (X) | |||
| Kallenbach Zachary James | |||||||||
| Foundation VP, APMC | 55.0 | 0.0 | $151,190 | $0 | $42,412 | Yes (X) | |||
| Muddell Jeffrey A | |||||||||
| Foundation VP, APMC | 55.0 | 0.0 | $148,049 | $0 | $32,819 | Yes (X) | |||
| Sherrie H Sitarik | |||||||||
| Director (Term Ended 9/25/13) | 0.0 | 0.0 | $0 | $978,146 | $14,406 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,424,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,404,021 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $641,848 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J ROBINSON GROUP LLC | |||||
| 1416 Lake Shore Dr | ORLANDO | FL | 32803 | CONSULTING SERVICES | $252,955 |
| PUSH INC | |||||
| 101 Ernestine St | ORLANDO | FL | 32801 | MARKETING SERVICES | $205,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,981,106 | FundraisingAmt |
| Government Grants | $1,018,423 | GovernmentGrantsAmt |
| All Other Contributions | $10,406,948 | AllOtherContributionsAmt |
| Noncash Contributions | $1,206,204 | NoncashContributionsAmt |
| Total Contributions | $14,406,477 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,787,816 | TotalRevenueColumnAmt |
| Exclusion | $1,787,816 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,846,562 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,312,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,534,444 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,534,444 | TotalRevenueColumnAmt |
| Exclusion | $3,534,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $511,056 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,981,106 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $948,661 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$437,605 | TotalRevenueColumnAmt |
| Exclusion | -$437,605 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,291,132 | TotalRevenueColumnAmt |
| Exclusion | $4,884,655 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,999,386 | TotalAmt |
| Program Services | $13,999,386 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,579 | TotalAmt |
| Management And General | $231,579 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585 | TotalAmt |
| Fundraising | $585 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,889 | TotalAmt |
| Fundraising | $22,889 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,145 | TotalAmt |
| Management And General | $28,945 | ManagementAndGeneralAmt |
| Fundraising | $8,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,829 | TotalAmt |
| Fundraising | $3,829 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,012 | TotalAmt |
| Management And General | $110,409 | ManagementAndGeneralAmt |
| Fundraising | $2,603 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| FUNDRAISING SUPPLIES | $101,859 | $101,859 |
| DONOR RECOGNITION | $17,683 | $17,683 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,527,967 | TotalAmt |
| Program Services | $13,999,386 | ProgramServicesAmt |
| Management And General | $370,933 | ManagementAndGeneralAmt |
| Fundraising | $157,648 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,363,947 | BOYAmt |
| EOY | $15,261,425 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,679,557 | BOYAmt |
| EOY | $14,879,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,754 | BOYAmt |
| EOY | $264,787 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $172,500 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,500 | BOYAmt |
| EOY | $172,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,996,708 | BOYAmt |
| EOY | $70,323,711 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,084,948 | BOYAmt |
| EOY | $9,885,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,366,414 | BOYAmt |
| EOY | $110,787,972 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,701 | BOYAmt |
| EOY | $161,878 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,284,381 | BOYAmt |
| EOY | $5,219,214 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,547,082 | BOYAmt |
| EOY | $5,381,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,782,607 | BOYAmt |
| EOY | $18,682,334 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,572,658 | BOYAmt |
| EOY | $84,230,577 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,067 | BOYAmt |
| EOY | $2,493,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,819,332 | BOYAmt |
| EOY | $105,406,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,366,414 | BOYAmt |
| EOY | $110,787,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,763,165 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,754,893 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $579,276 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,237,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,702,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,723,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,923,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,406,477 | CurrentTaxYearAmt |
| Total | $74,993,107 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,237,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,702,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,723,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,923,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,406,477 | CurrentTaxYearAmt |
| Total | $74,993,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,993,107 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,136,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,228,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,361,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,299,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,787,816 | CurrentTaxYearAmt |
| Total | $6,813,305 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,806,412 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,572,478 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91671 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92963 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,208,332 | BeginningYearBalanceAmt |
| Contributions | $943,765 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,166,077 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $79,261 | AdministrativeExpensesAmt |
| End Year Balance | $29,906,759 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,638,618 | BeginningYearBalanceAmt |
| Contributions | $5,087 | ContributionsAmt |
| Investment Earnings Or Losses | $2,673,171 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $108,544 | AdministrativeExpensesAmt |
| End Year Balance | $30,208,332 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,682,470 | BeginningYearBalanceAmt |
| Contributions | $308,994 | ContributionsAmt |
| Investment Earnings Or Losses | $3,733,304 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $86,150 | AdministrativeExpensesAmt |
| End Year Balance | $27,638,618 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,060,961 | BeginningYearBalanceAmt |
| Contributions | $391,909 | ContributionsAmt |
| Investment Earnings Or Losses | $3,294,999 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $65,399 | AdministrativeExpensesAmt |
| End Year Balance | $23,682,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,919,046 | BeginningYearBalanceAmt |
| Contributions | $304,069 | ContributionsAmt |
| Investment Earnings Or Losses | -$105,293 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $56,861 | AdministrativeExpensesAmt |
| End Year Balance | $20,060,961 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.08400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.91600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $172,500 | InvestmentCostOrOtherBasisAmt |
| Book Value | $172,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $172,500 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS - SPLIT-INT AGREE. | $6,386,669 |
| CASH SURR. VALUE - LIFE INSUR. | $3,499,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,885,867 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIAB. UNDER CHAR. TRUST AGREE. | $1,972,716 |
| AMOUNTS DUE TO AFFILIATES | $2,016,851 |
| REFUNDABLE ADV - SPLIT-INT AGR | $1,229,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,219,214 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | ENDOWMENT FUNDS ARE RESTRICTED AS TO PURPOSE, TIME OR BOTH IN ACCORDANCE WITH DONOR SPECIFICATIONS MADE AT TIME OF CONTRIBUTIONS. ORLANDO HEALTH FOUNDATION TREATS ENDOWMENT FUND PRINCIPAL AS RESTRICTED AND UTILIZES THE NET EARNINGS ON ENDOWMENT MONIES FOR PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN ACCORDANCE WITH DONOR SPECIFICATIONS. |
| LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | SCHEDULE D, PART X, LINE 2 ORLANDO HEALTH AND SUBSTANTIALLY ALL OF ITS CONTROLLED AFFILIATES 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 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Wmn Plyng TIME | Event1Nm |
| Gross Receipts Event1 | $381,901 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $364,091 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,810 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,523 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,599 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,519 | OtherDirectExpensesEvent1Amt |
| Event2 | One Night | Event2Nm |
| Gross Receipts Event2 | $456,976 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $396,382 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,594 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $42,602 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $37,037 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $76,281 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $33,761 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,653,285 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,220,633 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $432,652 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $133,741 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $160,308 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $197,806 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $59,275 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $185,209 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,492,162 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,981,106 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $511,056 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $133,741 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $214,433 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $239,442 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $135,556 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $225,489 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $948,661 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$437,605 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 Kuhl Avenue | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 591726273 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $13,999,386 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | Program service | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | ORLANDO HEALTH FOUNDATION IS FORMED FOR THE SOLE PURPOSE OF SUPPORTING PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN SUPPORT OF THEIR MISSION TO ENHANCE THE QUALITY OF LIFE OF THE INDIVIDUALS IN THE COMMUNITIES SERVED. CONTRIBUTIONS ARE USED IN ACCORDANCE WITH APPLICABLE DONOR SPECIFICATIONS IN SUPPORT OF THAT MISSION OF COMMUNITY BENEFIT. ORLANDO HEALTH FOUNDATION MAKES GRANTS SOLELY TO ORLANDO HEALTH, INC. AND ITS TAX-EXEMPT AFFILIATES, ALL OF WHICH ARE EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BozardJohn W | ||||||||||||||
| President OH Foundation | $228,468 | $228,468 | $86,736 | $86,736 | $41,883 | $41,883 | $26,983 | $26,983 | $7,534 | $7,534 | $391,604 | $391,604 | $0 | $0 |
| Jamal Hakim | ||||||||||||||
| Board Member | $0 | $799,735 | $0 | $432,934 | $0 | $63,128 | $0 | $230,783 | $0 | $0 | $0 | $1,526,580 | $0 | $15,986 |
| Mark Roh MD | ||||||||||||||
| Board Member | $0 | $651,739 | $0 | $119,248 | $0 | $2,004 | $0 | $71,059 | $0 | $20,406 | $0 | $864,456 | $0 | $0 |
| Jensen Karen Thornton | ||||||||||||||
| VP & Exec Dir, FDN | $223,594 | $0 | $40,242 | $0 | $18,085 | $0 | $40,538 | $0 | $7,260 | $0 | $329,719 | $0 | $15,800 | $0 |
| Phillips Chad | ||||||||||||||
| Foundation VP, APMC | $151,990 | $0 | $27,420 | $0 | $10,077 | $0 | $24,150 | $0 | $22,257 | $0 | $235,894 | $0 | $9,310 | $0 |
| Gamble Jeremy Drashman | ||||||||||||||
| Foundation VP, ORMC | $131,046 | $0 | $23,714 | $0 | $10,277 | $0 | $28,546 | $0 | $7,811 | $0 | $201,394 | $0 | $7,280 | $0 |
| Kallenbach Zachary James | ||||||||||||||
| Foundation VP, APMC | $121,147 | $0 | $22,815 | $0 | $7,228 | $0 | $20,020 | $0 | $22,392 | $0 | $193,602 | $0 | $0 | $0 |
| Muddell Jeffrey A | ||||||||||||||
| Foundation VP, APMC | $115,852 | $0 | $0 | $0 | $32,197 | $0 | $10,139 | $0 | $22,680 | $0 | $180,868 | $0 | $6,671 | $0 |
| Miller Christopher L | ||||||||||||||
| CFO, Foundation | $114,263 | $0 | $17,187 | $0 | $120 | $0 | $22,857 | $0 | $7,510 | $0 | $161,937 | $0 | $0 | $0 |
| Sherrie H Sitarik | ||||||||||||||
| Director (Term Ended 9/25/13) | $0 | $0 | $0 | $0 | $0 | $978,146 | $0 | $0 | $0 | $14,406 | $0 | $992,552 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Related Organization | Schedule J, Part I, Line 3 ALL COMPENSATION PAID BY PARENT, ORLANDO HEALTH, INC., WHICH HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND UTILIZES THE GUIDELINES CONSISTENT WITH THE IRS GUIDELINES ON INDEPENDENT ANALYSIS AND DOCUMENTATION OF COMPENSATION. |
| Severance or Change of Control | Schedule J, Part I, Line 4A Severance Payments to the Following: Sherrie Sitarik $978,146 |
| Schedule J, Part I, Line 4b | DEFERRAL DISTRIBUTIONS PAID DURING TAX YEAR TO THE FOLLOWING: KAREN T. JENSEN $16,698 CHAD PHILLIPS $9,967 JEMERY D. GAMBLE $10,186 ZACHARY J. KALLENBACH $7,141 JEFFREY A. MUDDELL $32,119 JAMAL HAKIM $16,977 CHRISTOPHER MILLER $1,222 DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: JOHN W. BOZARD $18,694 MARK ROH, MD $47,609 KAREN T. JENSEN $15,350 CHAD PHILLIPS $9,870 JEREMY D. GAMBLE $8,960 ZACHARY J. KALLENBACH $8,505 JEFFREY A. MUDDELL $7,560 JAMAL HAKIM, MD $179,233 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,980 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $355,733 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,849 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | sale of comparable | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,006 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Appliances, Equip, Etc. | 218 | $365,493 | cost/selling price |
| Yes (X) | Tent Services | 1 | $185,310 | cost/selling price |
| Yes (X) | Misc Office Supplies | 1 | $91,562 | cost/selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 | THE SOLE VOTING MEMBER OF THE CORPORATION AS PROVIDED IN THE ARTICLES OF INCORPORATION IS ORLANDO HEALTH, INC., AS LONG AS IT QUALIFIES FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| Form 990, Part VI, Line 7a | ORLANDO HEALTH, INC., AS THE SOLE VOTING MEMBER OF ORLANDO HEALTH FOUNDATION, INC., SHALL APPOINT THE PERSONS TO SERVE AS DIRECTORS AND THE RESPECTIVE TERMS OR EACH DIRECTOR. |
| Form 990, Part VI, Line 7b | ORLANDO HEALTH, INC. MUST APPROVE DECISIONS ON BUSINESS MATTERS. THE FOUNDATION BOARD MAY SUGGEST ADDITIONS OR REMOVAL OF DIRECTORS OR OTHER BUSINESS, BUT THE ORLANDO HEALTH, INC. BOARD MUST APPROVE. |
| Form 990, Part VI, Line 11b | THE FINANCE COMMITTEE REVIEWED THE FORM 990. THE FINAL FORM 990 WAS MADE AVAILABLE TO THE BOARD BEFORE IT WAS FILED. |
| Form 990, Part VI, Line 12c | THE PARENT ORGANIZATION, ORLANDO HEALTH, INC., HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES FOR ALL RELATED ORGANIZATIONS. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. |
| Form 990, Part VI, Line 15a | ALL COMPENSATION IS PAID BY PARENT, ORLANDO HEALTH, INC., WHICH HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND UTILIZES THE GUIDELINES CONSISTENT WITH THE IRS GUIDELINES ON INDEPENDENT ANALYSIS AND DOCUMENTATION OF COMPENSATION. THE PROCESS, WHICH IS USED FOR THE PRESIDENT, ALL OFFICERS, EXECUTIVE DIRECTORS AND DIRECTORS, AND WAS IMPLEMENTED PRIOR TO 10/01/2006, WAS UNDERTAKEN FOR THE CURRENT YEAR. |
| Form 990, Part VI, Line 19 | THESE ITEMS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. REQUESTS CAN BE MADE IN PERSON AT FOUNDATION BUSINESS OFFICE OR BY CALLING OFFICE AT 407-841-5194. |
| Fundraising Expenses Provided by Orlando Health, Inc. | Form 990, Part IX Officer, Director, Key Employee Compensation 379,138 Other Salaries and Wages 3,207,333 Other Employee Benefits 573,730 Payroll Taxes 234,200 Professional Fundraising Services 100,353 Other Fees for Services 74,991 Advertising and Promotion 82,538 Office Expenses 473,455 Information Technology 195,073 Occupancy 435,843 Travel 192,995 Conferences, Conventions and Meetings 24,660 Depreciation, Depletion and Amortization 5,563 Other Expenses 245,887 ========= Total Reported on 990 6,225,759 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 591726273 | HEALTHCARE | FL | 501(C)(3) | 03 | NA | false |
| ORLANDO HEALTH CENTRAL INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | HEALTHCARE | FL | 501(C)(3) | 03 | OHI | Yes (true) |
| ORLANDO CANCER CENTER INC | ||||||||||
| 1400 S ORANGE AVENUE | ORLANDO | FL | 32806 | 593005020 | CANCER CENTER | FL | 501(C)(3) | 11-I | OHI | Yes (true) |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHY SUPRT SRV | FL | 501(C)(3) | 11-I | OHI | Yes (true) |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(C)(3) | 11-I | OHI | Yes (true) |
| WEST ORANGE HEALTHCARE INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 593269402 | SUPPORT OHC | FL | 501(C)(3) | 11-I | OHC | Yes (true) |
| HEALTH CENTRAL FOUNDATION INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 592091206 | SUPPORT OHC | FL | 501(C)(3) | 07 | OHF | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHCARE PURCHASING ALLIANCE LLC | ||||||||||||
| 1417 KUHL AVENUE | ORLANDO | FL | 32806 | 454843489 | GROUP PRCHSNG | FL | NA | N/A | $0 | $0 | false | false |
| ORLANDO HEALTHUSP SURGERY CENTERS LLC | ||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 320417400 | SURG CENTR | FL | NA | N/A | $0 | $0 | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET SERVICES INC & SUBS | ||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 592246203 | MEDICAL SVCS | FL | OHI | C Corp | $0 | $0 | Yes (true) | |||
| ORANGE INDEMNITY LTD | ||||||||||||||
| 980516252 | CAPTIVE INS | OHI | C Corp | $0 | $0 | Yes (true) | PO BOX 1159 KY1--1102 | CJ | CJ | |||||
| COMMUNITY HEALTH OF FLORIDA INC | ||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 463171911 | INSURANCE LIC | FL | NA | C Corp | $0 | $0 | Yes (true) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Heath Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $13,999,386 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments