2015-08-12T07:44:37-05:00 2014-09-30 Grant Thornton LLP 200 South Orange Avenue Suite 2050 Orlando FL 32801 990 2013-10-01 591726273 Orlando Health Inc % PAUL A GOLDSTEIN ORLA 4078415155 1414 Kuhl Avenue Suite MP 2 Orlando FL 32806 PAUL GOLDSTEIN VP OF FINANCE 3218415131 2015-08-07 true Dawn M Olivardia P00059252 3218415131 2015-08-03 2013 2016-02-25 16:41:14Z Jamal Hakim 1414 Kuhl Avenue Orlando FL 32806 2101175723 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. 20 15 14161 1675 9120080 -1255507 14122623 27120300 1537042606 1666607260 27550245 21197747 5939548 5196940 1584655022 1720122247 584795 744798 0 0 753074470 719852460 213410 235739 5909021 713348771 751494469 1467221446 1472327466 117433576 247794781 2270921388 2432650416 1200304210 1223127345 1070617178 1209523071 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 1205143573 744798 1662112573 ORLANDO HEALTH PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY HEALTHCARE TO THE PEOPLE OF CENTRAL FLORIDA THROUGH ITS FIVE HOSPITALS AND VARIOUS OUTPATIENT FACILITIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2014, ORLANDO HEALTH FACILITIES PROVIDED 422,622 DAYS OF INPATIENT CARE, 551,419 OUTPATIENT VISITS, AND 242,464 EMERGENCY DEPARTMENT VISITS. IN ACCORDANCE WITH ITS MISSION, ORLANDO HEALTH PROVIDED EXTENSIVE CARE TO PATIENTS WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. DURING 2014, ORLANDO HEALTH EXPANDED ITS AFFILIATED HEALTHCARE SYSTEM WITH THE ADDITION OF HEALTH CENTRAL, A HOSPITAL ORGANIZATION DEDICATED TO PROVIDING HIGH QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY HEALTHCARE AND LONG-TERM NURSING CARE TO THE WEST ORANGE COUNTY COMMUNITY THROUGH ITS HOSPITAL, SKILLED NURSING FACILITY AND VARIOUS OUTPATIENT FACILITIES. ORLANDO HEALTH ALSO OFFERS COMMUNITY EDUCATION, SCHOOL INITIATIVES AND SUPPORT GROUPS. AS A TEACHNG HOSPITAL, ORLANDO HEALTH OFFERS RESIDENCY PROGRAMS TRAINING FUTURE HEALTHCARE PROFESSIONALS. ---WE ARE ORLANDO'S HEALTHCARE--- AS A NOT-FOR-PROFIT HEALTHCARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY THROUGHOUT THE GREATER ORLANDO AREA. ORLANDO HEALTH'S PHYSICIANS, TEAM MEMBERS AND VOLUNTEERS KNOW THAT HEALTHCARE EXTENDS BEYOND THE WALLS OF THE HOSPITAL. OUR DEDICATED MEDICAL PROFESSIONALS AND VOLUNTEERS OFTEN CONTRIBUTE TO THE COMMUNITY OUTSIDE OF THE HOSPITAL, EDUCATING THEIR NEIGHBORS AND PROVIDING MEDICAL CARE TO OTHERS IN THE REGION. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTING HEALTH, WELL-BEING AND A CARING SPIRIT THROUGHOUT THE COMMUNITY BY ORGANIZING AND PROVIDING SERVICES RANGING FROM WELLNESS EVENTS AND SCREENINGS, TO FLU SHOTS AND HIGH SCHOOL PHYSICALS. THESE ACTIVITIES BRING LITTLE OR NO PAYMENT TO OUR HOSPITALS, BUT ARE SUSTAINED BECAUSE THEY ARE VALUABLE TO OUR REGION AND SUPPORT OUR MISSION. ---COMMUNITY PROGRAMS AND SERVICES--- COMMUNITY OUTREACH SPEAKER'S BUREAU SUPPORT / EDUCATION GROUPS COMMUNITY WELLNESS COMMUNITY HEALTH FAIRS PASTORAL OUTREACH AND SPIRITUAL CARE ---COMMUNITY CLINICAL SUPPORT SERVICES--- ORLANDO HEALTH SUPPORTS THE MISSION OF COMMUNITY ORGANIZATIONS THAT PROVIDE ACCESS TO PRIMARY CARE SERVICES. THE FACILITIES THAT MAKE UP THE ORLANDO HEALTH FAMILY ENJOY A LONG HISTORY OF WORKING WITH THE COMMUNITIES THEY SERVE. EACH IS COMMITTED TO STRENGTHENING ITS SURROUNDING NEIGHBORHOODS, CITIES AND COUNTIES. CHARITY CARE SERVICES ARE AN IMPORTANT COMPONENT OF ANY NOT-FOR-PROFIT HOSPITAL'S OPERATION AND REMAIN AT THE EPICENTER OF THE ORLANDO HEALTH COMMUNITY BENEFIT INITIATIVE. CHARITY CARE PROVIDES MEDICAL ATTENTION TO OUR REGION'S MOST VULNERABLE PEOPLE, MANY OF WHOM WOULD NOT OTHERWISE HAVE ACCESS TO MEDICAL CARE AND ATTENTION. ---CARING FOR THE UNINSURED THROUGH COLLABORATION IN THE COMMUNITY--- PRIMARY CARE ACCESS NETWORK CENTRAL FLORIDA FAMILY HEALTH CENTER COMMUNITY HEALTH CENTERS, INC. HEALTH CARE CENTER FOR THE HOMELESS ORANGE COUNTY HEALTH SERVICES SHEPHERD'S HOPE MEDICAL CENTERS ---LEVEL ONE TRAUMA CENTER--- ORLANDO HEALTH IS HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THIS STATE-DESIGNATED CENTER IS CAPABLE OF DELIVERING THE HIGHEST LEVEL OF EXPERTISE AND CARE IN THE SHORTEST POSSIBLE TIME. ORLANDO HEALTH'S LEVEL ONE TRAUMA CENTER PROVIDED SPECIALIZED CARE FOR CRITICALLY INJURED OR CRITICALLY-ILL PEOPLE WITHIN A 90-MILE RADIUS AND MORE THAN 71,252 PATIENTS VISITED ORMC'S EMERGENCY DEPARTMENT. IN ADDITION TO TRAUMA CARE, THE LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVES AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING IN GREATER ORLANDO. IN 2014, AIR CARE TRANSPORTED 1529 TRAUMA PATIENTS. BERT MARTIN'S CHAMPIONS FOR CHILDREN EMERGENCY DEPARTMENT & TRAUMA CENTER AT ARNOLD PALMER HOSPITAL PROVIDES LEVEL ONE TRAUMA CARE TO PEDIATRIC PATIENTS. IN 2014, THROUGH MORE THAN 55,285 VISITS, PEDIATRIC PATIENTS RECEIVED SPECIALIZED EMERGENCY CARE AND OUR TEAM RESPONDED TO 413 TRAUMA ALERTS. ---WOMEN'S AND CHILDREN'S HEALTH SERVICES--- - MATERNAL EDUCATION CENTER - Child Life Howard Phillips center for Children & Families. THE HOWARD PHILLIPS CENTER (HPC) IS A CENTER OF EXCELLENCE, HELPING CHILDREN, HEALING FAMILIES AND STRENGTHENING COMMUNITIES. HPC CONTINUES TO PROVIDE: HEALTHCARE TO TEENS FROM LOW INCOME FAMILIES; SUPPORT AND EDUCATION FOR NEW PARENTS SO THEY MAY BUILD BETTER LIVES FOR THEMSELVES AND THEIR CHILDREN; MUCH NEEDED THERAPEUTIC SUPPORT FOR BABIES AND TODDLERS WITH DEVELOPMENTAL DISABILITIES AND DELAYS; AND A SAFE PLACE FOR CHILDREN TO RECOVER AND HEAL FROM THE TRAUMA OF ABUSE AND NEGLECT. IN FY 2013-2014, HPC SERVED 13,333 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 2014. ADDITIONAL FUNDS ARE CONTINUALLY SECURED FOR ONGOING RESEARCH ACTIVITIES OF THE ORGANIZATION, CONTINUING TO MAKE LEADING-EDGE TREATMENTS AVAILABLE TO PATIENTS. PRESENTLY OVER 525 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 WELL INTEGRATED INTO THE ENTIRE CURRICULUM OF THE MEDICAL EDUCATION AND RESIDENCY PROGRAM, ENABLING RESIDENTS TO LEARN ABOUT RESEARCH ON A REGULAR BASIS AND TEACHING THEM THE METHODS OF INCORPORATING RESEARCH INTO THE PRACTICE OF MEDICINE. ---HEALTH EDUCATION--- - GRADUATE MEDICAL EDUCATION: COMMITMENT TO MEDICAL EDUCATION AS PART OF OUR CORE MISSION - WE ARE A DESIGNATED TEACHING HOSPITAL IN CENTRAL FLORIDA AND THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND 16 FELLOWSHIP PROGRAMS. WE SERVE AS A VALUABLE TRAINING SITE FOR MEDICAL STUDENTS FROM FLORIDA STATE UNIVERSITY, UNIVERSITY OF FLORIDA AND UNIVERSITY OF SOUTH FLORIDA, AS WELL AS FROM SCHOOLS THROUGHOUT THE UNITED STATES. ORLANDO HEALTH IS ALSO A MAJOR CLINICAL AND COMMUNITY PARTNER WITH THE UNIVERSITY OF CENTRAL FLORIDA'S COLLEGE OF MEDICINE, PROVIDING FACULTY TO THE PROGRAM, AS WELL AS FINANCIAL SCHOLARSHIPS TO THE 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 STUDENTS PURSUING A PROFESSION IN PASTORAL CARE OR CHAPLAINCY. ---VALUE TO THE COMMUNITY--- FISCAL YEAR 2014: BY OFFERING THE BEST QUALITY OF CARE, RESPONDING TO COMMUNITY NEEDS AND CONCENTRATING RESOURCES IN AREAS THAT TRULY MAKE A DIFFERENCE, ORLANDO HEALTH MAINTAINS A RICH TRADITION OF PROVIDING BENEFIT TO THE COMMUNITY. OUR COMMUNITY BENEFIT EFFORT IS A MEASURED APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS, PARTICULARLY IN THE VULNERABLE, UNINSURED AND UNDERSERVED COMMUNITIES. AS A NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION, ORLANDO HEALTH IS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE WE SERVE. ORLANDO HEALTH IS COMMITTED TO CHARITY CARE, WHICH IS THE PROVISION OF MEDICAL ATTENTION AND SERVICES TO THE REGION'S MOST VULNERABLE AND UNINSURED, REGARDLESS OF A PATIENT'S ABILITY TO PAY, A PATIENT'S INSUFFICIENT HEALTH INSURANCE COVERAGE, OR THE EXISTENCE OF ANY GOVERNMENT-SPONSORED PROGRAMS COVERING THE FULL COST OF SERVICES. IN FISCAL YEAR 2014, ORLANDO HEALTH PROVIDED $74,265,861 IN CHARITY CARE, AS WELL AS $62,785,608 IN COMMUNITY BENEFIT PROGRAMS AND SERVICES AND $84,633,017 IN MEDICAID SHORTFALLS AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS. ---COMMUNITY PARTNERSHIPS--- THE TRUE VALUE OF COMMUNITY BENEFIT IS DERIVED NOT FROM PROGRAMS AND SERVICES THAT AN ORGANIZATION PROVIDES, BUT FROM THE RELATIONSHIPS IT CULTIVATES. ORLANDO HEALTH HAS BEEN FORTUNATE TO PROVIDE BENEFITS BEYOND TRADITIONAL HEALTHCARE PROGRAMS THROUGH PARTNERSHIP OPPORTUNITIES WITH 124 ORGANIZATIONS. 1205143573 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 729 0 true 14161 true true true true CJ false false false false false false false false X 20 15 true false false false true true false true true false false true true true true true true true true true true X PAUL A GOLDSTEIN 3218415131 1414 KUHL AVENUE Orlando FL 32806 X Gregor Alexander MD Board Member 5.0 X 0 0 0 Brian Besanceney Board Member 5.0 X 0 0 0 C David Brown II Board Member 5.0 X 0 0 0 John Cappleman MD Board Member 5.0 X 0 0 0 Linda W Chapin Board Member 5.0 X 0 0 0 Mary Farrell MD Board Member 5.0 X 0 0 0 Lennard Greenbaum MD Board Member 5.0 X 0 0 0 Jamal Hakim MD Board Member, Interim CEO 35.0 11.0 X X 673281 0 82449 Roy Haley Board Member 5.0 X 0 0 0 Joshua High Board Member 5.0 X 0 0 0 Carolyn Karraker Board Member 5.0 X 0 0 0 Marilyn M King Board Member 5.0 X 0 0 0 Harvey Kobrin Board Member 5.0 X 0 0 0 Rex V McPherson II Board Member 5.0 X 0 0 0 Dianna Morgan Board Member 5.0 X 0 0 0 Mark Sand MD Board Member 5.0 X 0 891863 9296 Ray Sandhagen Board Member 5.0 X 0 0 0 Amy Saunders Board Member 5.0 X 0 0 0 Conrad Santiago Board Member 5.0 X 0 0 0 Sanford C Shugart PhD Board Member 5.0 X 0 0 0 Sherrie H Sitarik Former CEO (Trm Ended 9/25/13) X X 1576882 0 241211 Mildred D Beam SVP, LEGAL AFF & GEN COUNSEL 40.0 X 420108 0 75616 John W Bozard SVP & PRES, APMC & FOUND 20.0 20.0 X 618423 0 70607 Nancy G Dinon VP, HUMAN RESCOURCES 40.0 X 327675 0 117556 Keith Eggert VP (Term Ended 8/30/13) X 214137 0 37114 Shannon P Elswick President (Trm ended 06/01/13) X 424225 0 65604 Jenifer Endicott VP, CLIN INT SVCS 2.0 44.0 X 0 289163 43346 Karen L Frenier VP, OPERATIONS, ORMC 40.0 X 271630 0 87345 Andrew C Gardiner VP, EXT AFFAIRS & COMM REL 40.0 X 201403 0 47416 Paul A Goldstein VP, FINANCE/TREASURY & ACCOUNT 35.0 6.0 X 386390 0 118197 Myra J Hancock VP (Term Ended 08/01/13) X 215454 0 35841 Stephen J Harr SR VICE PRES, FINANCE & ADMIN 30.0 13.0 X 571650 0 69086 Karl W Hodges VICE PRESIDENT 40.0 4.0 X 305047 0 99689 Sharon M Hoffman VP, GOVERNANCE 40.0 X 141827 0 82767 David F Huddleson VP, CORPORATE INTEGRITY 40.0 X 191634 0 58531 D Wayne Jenkins MD PRES, ORLANDO HEALTH PHYS GRP 40.0 X 591330 0 161134 Karen T Jensen VP & EXEC DIR, FDN & VP OHI 2.0 40.0 X 0 230235 51658 Mark A Jones PRES, DR. P. PHILLIPS HOSP 40.0 6.0 X 342982 0 77273 Beth B Kollas VP, PAT FIRST STRATEGY/SLP&D 40.0 X 201162 0 33474 John A Marzano VP, STRAT COMM & BRAND MKTG 40.0 X 266606 0 77043 Robert A Miles SVP, STRATEGY, INNOV & PLAN 40.0 X 474164 0 79900 John A Moore EXEC DIR/CEO, SOUTH LAKE 40.0 X 228748 0 79307 Anne G Peach VP, NURSING 40.0 X 269859 0 107847 Cynthia A Powell PRES, OHPG & VP OHI 2.0 40.0 X 0 332373 75828 J Richard Schooler VP, INFORMATION SYS 40.0 2.0 X 408220 0 228542 David P Sylvester VP (Term Ended 08/02/13) X 201773 0 49710 Kathy A Swanson PRES, WPH & SR VP OHI 40.0 X 401754 0 81153 Gregory P Ohe PRES, WPH, SR VP OHI 2.0 40.0 X 216788 0 75025 Timothy Bullard MD Medical Chief, Bus & Innov 40.0 X 327424 0 59833 Robert Rainer Chief Quality Officer 40.0 X 313738 0 75242 Dennis Buhrig President, PAL 40.0 X 306175 0 52312 Michael L Russell Chief Clin Informatics Officer 40.0 X 283438 0 25689 Marvin C Mengel MD Dir, Medical Education 40.0 X 255997 0 64222 11629924 1743634 2796863 345 false true false Brasfield Gorrie LLC 3021 7th Ave S BIRMINGHAM AL 35233 CONSTRUCTION SVCS 38418629 Deloitte Consulting LLP 4022 Sells Dr HERMITAGE TN 37076 Consulting Svcs 17635652 AVI Foodsystems Inc 2590 Elm Rd NE WARREN OH 44483 Food Services 8387248 FLorida Hospital Healthcare Systems 602 Courtland St Suite 162 ORLANDO FL 32804 Healthcare Services 6502556 Allscripts Healthcare LLC 8529 Six Forks Rd RALEIGH NC 27615 Healthcare Info Sys 5788078 5 23477136 464888 3178276 27120300 NET PATIENT SERVICE REVENUE 621500 1590595448 1581954778 8640670 OTHER PROGRAM REVENUE 621990 75551571 75527579 23992 FITNESS CENTER 713940 460241 378156 82085 1666607260 11372229 11372229 865206 865206 2964 2964 796540 314948 145505 412589 651035 -97641 553394 2412 550982 388216719 1238975 378302403 2192979 9914316 -954004 8960312 8960312 0 0 0 PARKING GARAGE 621990 20565 20565 PHYSICIANS ANSWERING SERVICE 561499 302233 302233 MANAGEMENT FEES 900099 4249227 4249227 68557 2833 65724 4640582 1720122247 1662112573 9120080 21769294 744798 744798 0 0 0 13347444 3184610 9791840 370994 0 564127383 464591043 96811150 2725190 23384101 19183639 4200462 78006932 63348328 14104604 554000 40986600 33528725 7251210 206665 3768433 3768433 7061158 7061158 242600 242600 157176 157176 235739 235739 514427 514427 112729516 74978077 37429913 321526 9075895 5885549 3104019 86327 25399396 21343873 3580580 474943 32886536 12208406 20583254 94876 0 68913282 46112956 22367323 433003 2589247 1739247 685269 164731 0 291456 107515 173047 10894 35687928 28308891 7379037 0 88865887 70491475 18333325 41087 24776938 24697428 79510 MEDICAL SUPPLIES 278233314 278233314 PATIENT MED ASSIST TRUST FUND 19317511 19317511 ELIGIBILITY FEES 20606845 20606845 DISCHARGE SUPPORT 4586772 4586772 15790152 11944571 3656535 189046 1472327466 1205143573 261274872 5909021 38319594 62056400 1205341 1205904 0 0 221542578 229053980 0 0 0 0 0 0 19106741 19821999 35473783 36993687 2353378388 1326583241 941618512 1026795147 817131012 851096573 0 0 0 0 32205477 32263781 164318350 173362945 2270921388 2432650416 166499980 186339812 0 0 1773311 1511868 897274767 879703910 0 0 0 0 518059 1757793 0 0 134238093 153813962 1200304210 1223127345 X 991986073 1131480647 77993958 77404242 637147 638182 1070617178 1209523071 2270921388 2432650416 X 247794781 9451728 -118340616 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 48000 false true 157176 205176 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 $91,408. AMOUNTS REPORTED FROM VARIOUS HOSPITAL AND HEALTHCARE MEMBERS OF DUES USED FOR LOBBYING ACTIVITIES TOTALING $65,768. 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 9597702 1098291 4243617 0 0 40198 14899412 0.02659 0.97341 false false 60388469 60388469 678791835 316908263 361883572 10707052 10707052 1311967605 993430635 318536970 291523427 16244343 275279084 1026795147 CASH SURRENDER VALUE LIFE INS 26071178 INVESTMENT IN RELATED PARTIES 13208067 MEDICAL MALPRACTICE RECOVERIES 7330977 DEPOSITS 7653959 GIFT ANNUITY TRUST 4106241 CONTRIBUTIONS FROM FOUNDATION 474102 CAP ACCUM/DEF COMP BENEFITS 8253940 DUE FROM AFFILIATES 106264481 173362945 0 FIN 48 OBLIGATION 1591315 LT-LIAB CAP/ACCUM DEF COMP 8253940 DEBT GUARANTEE - S. LAKE BONDS 1344000 SWAP LIABILITIES 30687172 PROFESSIONAL AND GENERAL LIABILITY 107745907 REGULATORY ASSESSMENTS 61087 OTHER LIABILITIES 4062865 PHYSICIAN LOAN RESERVE 67676 153813962 X Liability for Uncertain Tax Position (ASC 740) Schedule D, Part X, Line 2 ORLANDO HEALTH AND THE SIGNIFICANT CONSOLIDATING ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS, RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE OTHER CONSLIDATING ENTITIES 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 ACCOUNTIG 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 75841 1 1 1 1 75841 75841 true false true false false false X true HARRIS CONNECT LLC 1511 Route 22 Suite C-25 Brewster NY 10509 TELEPHONE SOLICITING false 214043 214043 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 74265861 74265861 0.05040 273680578 207880269 65800309 0.04470 25479498 6646790 18832708 0.01280 373425937 214527059 158898878 0.10790 20429362 808686 19620676 0.01330 51923807 12307707 39616100 0.02690 2808063 2808063 0.00190 740769 740769 0.00050 75902001 13116393 62785608 0.04260 449327938 227643452 221684486 0.15050 75009 75009 0.00010 75009 75009 0.00010 true 13230311 248101761 213618859 34482902 X true true 5 1 ORLANDO REGIONAL MEDICAL CENTER 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 true X X X X X X X X X 13 true true true X HTTP://WWW.ORLANDOHEALTH.COM X X X X X X X X false false true true 200. true 400. true X X X X true true X X true false X X X X true X false false PART I, LINE 7 THE AMOUNTS OF COSTS REPORTED ON LINE 7 PART I OF SCHEDULE H WERE DETERMINED BY UTILIZATION OF A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 AS CONTAINED IN THE SCHEDULE H INSTRUCTIONS. PART I, LINE 7, COLUMN F BAD DEBT WAS REPORTED AS AN OFFSET TO PATIENT REVENUE AND NOT ON PART IX. THEREFORE, FORM 990, PART IX, LINE 25 DID NOT INCLUDE BAD DEBT EXPENSE. PART II THE PRIMARY PURPOSE OF ORLANDO HEALTH'S COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE HEALTH IN THE CENTRAL FLORIDA COMMUNITY. ORLANDO HEALTH MAY RECRUIT OR ASSIST IN THE RECRUITMENT OF PHYSICIANS WHEN A NEED IS IDENTIFIED TO BRING A MEDICAL SERVICE OR PROVIDER TO THE AREA, TO MAINTAIN THE DELIVERY OF HEALTHCARE AS PHYSICIAN ATTRITION OCCURS DUE TO RETIREMENT, DISABILITY, RELOCATION OR OTHER PERTINENT REASONS. A COMMUNITY NEED MUST BE DETERMINED BEFORE ORLANDO HEALTH WILL ENGAGE IN THE RECRUITMENT OF A PHYSICIAN OR ASSIST IN THE RECRUITMENT OF A PHYSICIAN. RATIONALES THAT ORLANDO HEALTH USES TO DETERMINE COMMUNITY NEED INCLUDE INDEPENDENT HEALTH PLANNING SERVICE ORGANIZATIONS, COMMUNITY NEEDS ASSESSMENT AND INDEPENDENTLY MAINTAINED PHYSICIAN DATABASE SOFTWARE THAT ASSISTS IN IDENTIFYING COMMUNITY NEED. IT IS IMPORTANT TO ADDRESS THE PHYSICIAN WORKFORCE SHORTAGE ISSUES IN ORDER TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE CENTRAL FLORIDA COMMUNITY. IF A PARTICULAR PHYSICIAN SPECIALTY IS DEFICIENT IN THE COMMUNITY IN COMPARISON TO THE POPULATION THIS CAN OFTEN LEAD TO INEFFICIENT OR NO ACCESS OR LONG WAIT PERIODS TO ACCESS HEALTHCARE SERVICES WHICH OFTEN LEAD TO POOR HEALTH OUTCOMES. OUR PHYSICIAN RECRUITMENT EFFORTS MEET THE COMMUNITY BENEFIT OBJECTIVE OF IMPROVING ACCESS TO HEALTH SERVICES WHICH ENHANCES PUBLIC HEALTH. THESE ACTIVITIES PRIMARILY BENEFIT THE LOCAL COMMUNITY AND WERE NOT PROVIDED FOR MARKETING PURPOSES, NOR TO INCREASE REFERRALS OF PATIENTS TO ORLANDO HEALTH, IN FULFILLMENT OF REGULATORY REQUIREMENTS OR CURRENT STANDARD OF CARE, NOR TO BENEFIT PERSONS AFFILIATED WITH ORLANDO HEALTH. RATHER, THE PRIMARY PURPOSE OF THE WORKFORCE DEVELOPMENT ACTIVITIES IS TO BENEFIT THE COMMUNITY BASED ON INDEPENDENT COMMUNITY NEED ANALYSES. ORLANDO HEALTH HAS ASSISTED IN THE RECRUITMENT OF TWO NEW COMMUNITY BASED PHYSICIANS TO SUPPORT THE PHYSICIAN SHORTAGES IN OUR COMMUNITY DURING THE YEAR. PART III, LINE 4 BAD DEBT EXPENSE REFLECTED IN PART III, LINE 2 REPRESENTS 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 EFFORT HAS 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 ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCES BY PAYOR CATEGORY. DATA RELATED TO PAYOR SOURCES OF REVENUE AND THE RESULTS OF THIS REVIEW ARE THEN USED TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES AND PROVISION FOR BAD DEBTS. ADDITIONALLY, FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, CONTRACTUALLY DUE AMOUNTS ARE ANALYZED AND COMPARED TO ACTUAL CASH COLLECTED OVER TIME TO ENHANCE THE QUALITY OF THE ESTIMATE OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND THE PROVISION FOR BAD DEBTS (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), A SIGNIFICANT ALLOWANCE FOR DOUBTFUL ACCOUNTS IS RECORDED ON THE BASIS OF HISTORICAL EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. AN ESTIMATE OF THE DIFFERENCE BETWEEN CONTRACTED RATES AND AMOUNTS ACTUALLY COLLECTED, AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, IS CHARGED TO THE PROVISION FOR BAD DEBTS AND CREDITED TO THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. ALLOWANCES FOR DOUBTFUL ACCOUNTS INCREASED $23,436,000 DURING THE YEAR ENDED SEPTEMBER 30, 2014, FROM $119,505,000 AT SEPTEMBER 30, 2013, TO $142,941,000 AT SEPTEMBER 30, 2014. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS INCLUDES $67,799,000, $69,093,000, AND $63,960,000, IN AMOUNTS DUE FROM THIRD-PARTY PAYORS (INCLUDING THE PATIENT RESPONSIBILITY PORTION INCLUDED IN THESE ACCOUNTS) AT SEPTEMBER 30, 2014, 2013, OR 2012, RESPECTIVELY. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR SELF-PAY HOSPITAL PATIENTS AS A PERCENT OF RELATED SELF-PAY ACCOUNTS RECEIVABLE WAS 95%, 95%, AND 95% AT SEPTEMBER 30, 2014, 2013, AND 2012, RESPECTIVELY. THE PORTION FOR BAD DEBTS DECREASED FROM $149,516,000 FOR THE YEAR ENDED SEPTEMBER 30, 2013, TO $120,019,000 FOR THE YEAR ENDED SEPTEMBER 30, 2014. THIS $29,497,000 DECREASE WAS DUE TO PROCESS IMPROVEMENTS THAT HAVE PROVIDED FOR EARLIER DETERMINATION OF A PATIENT'S ABILITY TO PAY AND EARLIER IDENTIFICATION OF PATIENTS QUALIFYING FOR CHARITY CARE. CONVERSLEY, CHARITY CARE CHARGE DEDUCTIONS FOR THE YEAR ENEDED SEPTEMBER 30, 2014 INCREASED $39,318,000 FROM PRIOR YEAR. 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 CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL AVAILABLE DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT IS REMITTED TO COLLECTION. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. PART V, SECTION A MAIN WEBSITE: HTTP://WWW.ORLANDOHEALTH.COM ORLANDO REGIONAL MEDICAL CENTER: HTTP://WWW.ORLANDOHEALTH.COM/ORLANDOREGIONALMEDICALCENTER/INDEX.ASPX WINNIE PALMER HOSPITAL: HTTP://WWW.ORLANDOHEALTH.COM/WINNIEPALMERHOSPITAL/INDEX.ASPX ARNOLD PALMER HOSPITAL: HTTP://WWW.ORLANDOHEALTH.COM/ARNOLDPALMERHOSPITAL/INDEX.ASPX DR. PHILLIPS HOSPITAL: HTTP://WWW.ORLANDOHEALTH.COM/DRPPHILLIPSHOSPITAL/INDEX.ASPX SOUTH SEMINOLE HOSPITAL: HTTP://WWW.ORLANDOHEALTH.COM/SOUTHSEMINOLEHOSPITAL/INDEX.ASPX HEALTH CENTRAL: HTTP://WWW.HEALTHCENTRAL.ORG/ PART V, SECTION B, LINE 2 THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS COMPLETED AND IMPLEMENTED IN FEBRUARY 2014. PART V, SECTION B, LINE 3 WE CONTRACTED THE HEALTH COUNCIL OF EAST CENTRAL, FLORIDA, INC. (HEALTH COUNCIL), A PRIVATE, NOT-FOR-PROFIT HEALTHCARE PLANNING AGENCY PROVIDING RESEARCH, EDUCATION AND PROGRAM SUPPORT TO IMPROVE HEALTHCARE DELIVERY AND OUTCOMES 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 POPULATOINS. APPENDIX D OF THE CHNA CONTAINS THE STAKEHOLDER LIST. PART V, SECTION B, LINE 4 ORLANDO HEALTH: ARNOLD PALMER MEDICAL CENTER (ARNOLD PALMER HOSPITAL FOR CHILDREN, WINNIE PALMER HOSPITAL FOR WOMEN & BABIES), DR. P. PHILLIPS HOSPITAL, HEALTH CENTRAL HOSPITAL , ORLANDO REGIONAL MEDICAL CENTER (UF HEALTH CANCER CENTER AT ORLANDO HEALTH), SOUTH SEMINOLE HOSPITAL. FLORIDA HOSPITAL: FLORIDA HOSPITAL ALTAMONTE, FLORIDA HOSPITAL APOPKA, FLORIDA HOSPITAL CELEBRATION HEALTH, FLORIDA HOSPITAL EAST ORLANDO, FLORIDA HOSPITAL KISSIMMEE, FLORIDA HOSPITAL ORLANDO (FLORIDA HOSPITAL FOR CHILDREN), WINTER PARK MEMORIAL HOSPITAL. LAKESIDE BEHAVIORAL HEALTHCARE: KENNEDY PLAZA, LAKESIDE PLACE APARTMENTS, PRINCETON PLAZA, RESIDENTIAL PLAZA. FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY PART V, SECTION B, LINE 7 For nearly 100 years, Orlando Health has been serving the Central Florida region. Dedicated to improving the health and quality of life of the individuals and communities, Orlando Health is constantly employing efforts to improve health in the community and increase access to care. In support of our community benefit efforts, we recognize the importance of working with community partners. As a result, Orlando Health actively collaborates with local organizations and groups in order to make a difference in the health and quality of life in Central Florida. With our participation in the 2013 Community Health Needs Assessment (CHNA), Orlando Health developed new and is enhancing established community benefit programs that address health needs identified through the CHNA. In fiscal year 2014 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. We also developed and provided education to healthcare providers located in the community (i.e., primary care physicians, nurse practitioners and nurses) for the purpose of using in their daily practice while treating the broader community in order to increase health literacy regarding heart disease. - Cancer is another leading cause of death in our community and the second leading cause of death in the nation. Specifically, more people die from lung cancer annually than any other type of cancer, exceeding the total deaths caused by breast cancer, colorectal cancer, and prostate cancer combined. Through our UF Health Cancer Center at Orlando Health, we house one of the largest, most comprehensive cancer programs in the State of Florida. As a result, Orlando Health selected lung cancer as a priority and 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 also partnered with an elementary school to provide a teaching garden for students. Through this program, children will learn about nutritional choices and the importance of maintaining a healthy lifestyle. We are also working with partners to increase healthy literacy regarding overweight and obesity in children. - Preterm birth and low birth weight are not only birth outcomes that often require specialized medical care, but can cause death or long-term disability among infants. In our community, rates are especially high among the black/African-American and Hispanic/Latino populations. Orlando Health has well-established working relationships with a number of partners in the community that focus on maternal and child health. These partners included, but are not limited to: the Florida Department of Health in Orange County; Healthy Start; Central Florida Family Health Centers; and Healthy Orange Florida. With their support, we are developing education and community outreach opportunities for women of child-bearing age, including those specifically for the vulnerable populations mentioned. We continue to work with our partners on increasing health literacy regarding the importance of prenatal care and obtaining healthy birth outcomes. - Birth defects are conditions present at birth, which cause structural changes in one or more parts of the body. They can have a serious, adverse effect on health, development, or functional ability. In support of detection and treatment of congenital heart defects, we screen all newborns prior to discharge. While Orlando Health is not required to screen, we recognize screening as a best practice and will implement moving forward. - Motor vehicle collision related injuries kill more children and young adults than any other single cause in the United States. In our community, motor vehicle collisions are one of the leading causes of premature death. Orlando Health 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 partners. For those needs identified through the 2013 CHNA that did not emerge as an area of strategic priority during our prioritization process, Orlando Health does provide support and services for several of the remaining needs in some form or fashion. At the time of prioritization, we took into consideration the level to which some of the needs were already being addressed in the service area along with whether the identified need falls out of the scope of our expertise and resources. For the needs that we did not select, we will continue to provide support and services where appropriate. Below is the list of needs Orlando Health did not select following the 2013 CHNA and a brief description regarding our determination. - Diabetes - We currently provide programs and services for diabetes and work with and work with community partners that currently address diabetes. At this time, Healthy Orange Florida is focusing on the need which is a collaboration that Orlando Health 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 partners to address the need. - Substance Abuse - We currently provide programs and services for substance abuse and work with community partners, but additional financial resources are not available at this time to broaden our scope. - Mental Health - We currently provide programs and services for mental health and work with community partners, but additional financial resources are not available at this time to broaden our scope. - Chronic Disease Management - We currently provide programs and services for chronic disease management and work with community partners that also address the need. Through our focus on heart disease, overweight and obesity and cancer we will impact this need. In addition, Healthy Orange Florida's focus on diabetes and Healthy Seminole's focus on obesity falls under chronic disease management. Again, Orlando Health is a founder and member of both collaborations. - Violent Crime - We do not have the expertise or resources to effectively address this need as a hospital. However, we currently provide support where appropriate and work with community partners that focus on this need. - Health Literacy - We will continue current initiatives that support the need in the community. Moreover, the focus on heart disea 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, OH 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, OH 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, OH 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 OH 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 OH 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 HEATLH HAS MORE THAN 13,566 EMPLOYESS AND 2034 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'S FACILITIES ENCOMPASS 1720 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 243,499 PATIENTS VISISTED OUR EMERGENCY DEPARTMENTS IN 2014. 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 550 ADULT TRAMA PATIENTS AND 83 PEDIATRIC TRAUMA PATIENTS IN 2014. ORLANDO HEALTH'S PRIMARY SERVICE AREA IS COMPRISED OF ORANGE, OSCEOLA, SEMINOLE AND LAKE COUNTIES. THE MEDIAN HOUSEHOLD INCOME IN THESE COUNTIES IS $46,073 WHEREAS THE AVERAGE INCOME IS $61,700. IN CENTRAL FLORIDA, 13.3 PERCENT OF HOUSEHOLDS IN CENTRAL FLORIDA ARE BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE FOUR COUNTY AREA IS 20.4% 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 OH TOUCHES THE LIVES OF MANY INDIVIDUALS AND FAMILIES THROUGHOUT CENTRAL FLORIDA. OH DEMONSTRATES A COMMITMENT TO PROMOTE HEALTH, WELL-BEING AND A CARING SPIRIT BY DIRECTING EMPLOYEE TIME AND TALENT TO SERVE ON COMMUNITY COLLABORATION BOARDS. OH WORKS WITH NEIGHBORHOOD RESOURCES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS BY SUPPORTING PROGRAMS THAT TARGET COMMUNITY WELLNESS, DISEASE PREVENTION AND ENVIRONMENTAL PROBLEMS. OH 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. OH 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. OH AND ITS HOSPITAL GOVERNING BOARD ARE MADE UP OF MEMBERS OF THE COMMUNITY WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT THE MISSION OF OH 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. OH'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 OH AND USED TO FURTHER CHARITABLE PURPOSES AND ACTIVITIES. SURPLUS FUNDS FOR OH 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 $235 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS. PART VI, QUESTION 7 STATE FILING OF COMMUNITY BENEFIT REPORT NONE true U of Central Florida Foundation Inc 12424 Research Pkwy Suite 140 Orlando FL 32806 596211832 501(c )(3) 255000 Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Scholarship Sponsorship Fee Sponsorship Fee Sponsorship Fee Sponsorship Fee Grace Medical Home Inc 51 Pennsylvania St Suite 400-C Orlando FL 32806 261817966 501(c )(3) 101500 Sponsorship Fee Orange County Public Schools 600 Courtland St Suite 565 Orlando FL 32804 593125675 501(c )(3) 67173 SCHOLARSHIP American Heart Association Inc 237 E Marks St Suite 465 Orlando FL 32803 135613797 501(c )(3) 46000 Sponsorship Fee Central Florida Commission For Homelessness Inc 255 S Orange Avenue Suite 108 Orlando FL 32801 460994106 501(c )(3) 20000 Sponsorship Fee Florida State University Foundation Inc 2010 Levy Avenue Bldg B Ste B Suite 105 Tallahhasse FL 32306 593515162 501(c )(3) 12500 Sponsorship Fee Valencia College Foundation Inc PO Box 3028 Suite 190 Orlando FL 32802 593288443 501(c )(3) 10000 SCHOLARSHIP Healthcare Center for the Homeless Inc 232 N Orange Blossom Trail Suite 115 Orlando FL 32805 593185020 501(c )(3) 105000 Sponsorship Fee Orange County Healthy Start Coalition Inc 600 Courtland St Suite 565 Suite 330 Orlando FL 32804 593125675 501(c )(3) 12500 Scholarship 12 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 Board Member, Interim CEO 608988 0 20000 0 44293 0 82449 0 0 0 755730 0 0 0 Mark Sand MD Board Member 0 413001 0 386429 0 92433 0 0 0 9296 0 901159 0 0 Sherrie H Sitarik Former CEO (Trm Ended 9/25/13) 695545 0 0 0 881337 0 226110 0 15101 0 1818093 0 395463 0 Mildred D Beam SVP, LEGAL AFF & GEN COUNSEL 357376 0 0 0 62732 0 60761 0 14855 0 495724 0 48243 0 John W Bozard SVP & PRES, APMC & FOUND 456222 0 0 0 162201 0 53858 0 16749 0 689030 0 0 0 Nancy G Dinon VP, HUMAN RESCOURCES 284288 0 0 0 43387 0 93117 0 24439 0 445231 0 31585 0 Keith Eggert VP (Term Ended 8/30/13) 178818 0 0 0 35319 0 21488 0 15626 0 251251 0 35043 0 Shannon P Elswick President (Trm ended 06/01/13) 171104 0 0 0 253121 0 47915 0 17689 0 489829 0 58207 0 Jenifer Endicott VP, CLIN INT SVCS 0 265378 0 0 0 23785 0 28338 0 15008 0 332509 0 19815 Karen L Frenier VP, OPERATIONS, ORMC 238232 0 3000 0 30398 0 65850 0 21495 0 358975 0 10573 0 Andrew C Gardiner VP, EXT AFFAIRS & COMM REL 191356 0 0 0 10047 0 47416 0 0 0 248819 0 9345 0 Paul A Goldstein VP, FINANCE/TREASURY & ACCOUNT 338157 0 0 0 48233 0 96028 0 22169 0 504587 0 43373 0 Myra J Hancock VP (Term Ended 08/01/13) 102914 0 0 0 112540 0 20286 0 15555 0 251295 0 0 0 Stephen J Harr SR VICE PRES, FINANCE & ADMIN 490637 0 0 0 81013 0 50337 0 18749 0 640736 0 0 0 Karl W Hodges VICE PRESIDENT 253426 0 0 0 51621 0 74620 0 25069 0 404736 0 33365 0 Sharon M Hoffman VP, GOVERNANCE 133628 0 0 0 8199 0 66018 0 16749 0 224594 0 0 0 David F Huddleson VP, CORPORATE INTEGRITY 177444 0 0 0 14190 0 41919 0 16612 0 250165 0 11706 0 D Wayne Jenkins MD PRES, ORLANDO HEALTH PHYS GRP 547510 0 0 0 43820 0 135041 0 26093 0 752464 0 81769 0 Karen T Jensen VP & EXEC DIR, FDN & VP OHI 0 217591 0 0 0 12644 0 44135 0 7523 0 281893 0 10850 Mark A Jones PRES, DR. P. PHILLIPS HOSP 309573 0 0 0 33409 0 67725 0 9548 0 420255 0 31470 0 Beth B Kollas VP, PAT FIRST STRATEGY/SLP&D 136836 0 0 0 64326 0 10831 0 22643 0 234636 0 7356 0 John A Marzano VP, STRAT COMM & BRAND MKTG 226376 0 0 0 40230 0 61294 0 15749 0 343649 0 31249 0 Robert A Miles SVP, STRATEGY, INNOV & PLAN 228604 0 0 0 245560 0 54863 0 25037 0 554064 0 27270 0 John A Moore EXEC DIR/CEO, SOUTH LAKE 217733 0 0 0 11015 0 57312 0 21995 0 308055 0 0 0 Anne G Peach VP, NURSING 245323 0 0 0 24536 0 84852 0 22995 0 377706 0 23477 0 Cynthia A Powell PRES, OHPG & VP OHI 0 327737 0 0 0 4636 0 68098 0 7730 0 408201 0 0 J Richard Schooler VP, INFORMATION SYS 359046 0 0 0 49174 0 204603 0 23939 0 636762 0 47109 0 David P Sylvester VP (Term Ended 08/02/13) 112902 0 0 0 88871 0 24771 0 24939 0 251483 0 0 0 Kathy A Swanson PRES, WPH & SR VP OHI 354726 0 0 0 47028 0 81153 0 0 0 482907 0 45440 0 Gregory P Ohe PRES, WPH, SR VP OHI 216305 0 0 0 483 0 51602 0 23423 0 291813 0 0 0 Timothy Bullard MD Medical Chief, Bus & Innov 323560 0 0 0 3864 0 38538 0 21295 0 387257 0 0 0 Robert Rainer Chief Quality Officer 312990 0 0 0 748 0 53506 0 21736 0 388980 0 0 0 Dennis Buhrig President, PAL 265968 0 20000 0 20207 0 40500 0 11812 0 358487 0 0 0 Michael L Russell Chief Clin Informatics Officer 282225 0 0 0 1213 0 22919 0 2770 0 309127 0 0 0 Marvin C Mengel MD Dir, Medical Education 205143 0 0 0 50854 0 44973 0 19249 0 320219 0 0 0 Related Organization Schedule J, Part I, Line 3 ORLANDO HEALTH, INC. IS A COMMON PAYMASTER AND COMMON PAY AGENT FOR ORLANDO CANCER CENTER, INC. (EIN: 59-3005020), ORLANDO HEALTH PHYSICIAN GROUP, INC. (EIN: 59-3259553), HEALTHCARE PURCHASING ALLIANCE, INC. (EIN: 59-2353091), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), AND ORLANDO HEALTH PHYSICIAN PARTNERS, iNC. (EIN: 59-3110868) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. Severance or change of control Schedule J, Part I, Line 4a SEVERANCE PAYMENTS TO THE FOLLOWING: P. SHANNON ELSWICK $251,155 MYRA HANCOCK $77,207 DAVID SYLVESTER $87,936 BETH BOYER KOLLAS $11,321 SHERRIE SITARIK $131,331 ROBERT A. MILES $45,296 Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b DEFERRAL DISTRIBUTIONS PAID TO THE FOLLOWING: SHERRIE SITARIK $744,394 MILDRED BEAM $62,169 JOHN BOZARD $81,363 NANCY DINON $42,128 KEITH EGGERT $35,054 JENNIFER ENDICOTT $23,387 D. WAYNE JENKINS $41,222 KAREN FRENIER $11,286 ANDREW GARDINER $9,877 PAUL GOLDSTEIN $45,889 MYRA HANCOCK $19,527 KARL HODGES $50,110 SHARON HOFFMAN $7,478 DAVID HUDDLESON $13,574 KAREN JENSEN $11,767 MARK JONES $31,481 BETH KOLLAS $52,850 JOHN MARZANO $38,381 ROBERT MILES $199,652 JOHN MOORE $10,292 ANNE PEACH $23,483 JOHN SCHOOLER $47,124 KATHY SWANSON $45,453 DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: MILDRED BEAM $57,573 NANCY G. DINON $41,779 P. SHANNON ELSWICK $33,068 KAREN L. FRENIER $35,195 ANDREW C. GARDINER $26,790 PAUL A. GOLDSTEIN $50,095 JAMAL HAKIM $79,261 KARL W. HODGES $37,197 SHARON HOFFMAN $19,600 DAVIS F. HUDDLESON $21,701 D. WAYNE JENKINS $83,703 KAREN JENSEN $19,187 MARK A. JONES $39,537 BETH BOYER KOLLAS $9,176 JOHN A. MARZANO $33,046 ROBERT A. MILES $29,069 JOHN MOORE $31,500 ANNE G. PEACH $35,317 CYNTHIA POWELL $39,910 JOHN R. SCHOOLER $157,105 SHERRIE H. SITARIK $180,131 KATHY A. SWANSON $48,565 DAVID SYLVESTER $12,142 GREG OHE $25,040 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 155816655 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 0.00290 0.00290 false false false true B false false false false 0 false false false true C false false false false 0 false false false false D false false true true false 0.00090 0.00090 false false false true A false false false true true false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false 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 03/19/2015 SERIES 2008A REPAY CREDIT DRAW REFUND SRS 2007B 07/07/2014 SERIES 2008B CONVERT SERIES 2005A, 2006A1 & A2 07/07/2014 SERIES 2008C REFUND SERIES 1999A, 1999B & 1999C 08/04/2014 SERIES 2009 RFD 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 07/07/2014 A Orange County Health Facilities Authority 521378595 68450LAY1 2009-12-16 244229719 RFD SRS 1999D, 1999E, 2004 & 2008D false false false B Orange County Health Facilities Authority 521378595 2011-09-15 83175000 Refund Series 2007A-1 & A-2 Bonds false false false C Orange County Health Facilities Authority 521378595 68450LCJ2 2012-05-25 190757522 ORMC Redevelopment Project false false false A 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 0.00340 0.00340 false false false true B false true false false 0.00210 0.00210 false false false true C false true false false 0.00020 0.00020 false false true false A false false false false false false 0 false 0 false true B false true true false true true Morgan Stanley 28. false false 0 false true C false true false false false false 0 false 0 false true A true B true C true IRENE KOVATS MOTHER OF N. DINON OFCR 25227 COMPENSATION FOR EMPLOYMENT false THOMAS F MCDANIEL JR BROTHER OF M. KING BOD 58661 COMPENSATION FOR EMPLOYMENT false JESSICA JONES SPOUSE OF M. JONES OFCR 47327 COMPENSATION FOR EMPLOYMENT false HEALTHCHOICE INC OH OFFICER ON HC BOARD 771499 PURCHASED MANAGED CARE SVCS false ANESTHIA GROUP OF ORLANDO PA SEE PART V 205371 CONTRACTED ANESTHESIOLOGY SVCS false SUNTRUST BANK OF CENTRAL FLORIDA SEE PART V 359203 GENERAL BANKING SERVICES false MARY C FERRANTE SISTER OF ANNE PEACH 40772 COMPENSATION FOR EMPLOYMENT false HEALTH COUNCIL OF EAST CENTRAL FLOR SEE PART V 18750 CONTRACTED CHNA SERVICES false Mary Farrell SEE PART V 1083958 CONTRACTED FPA, LLC false MATTHEW BOYD SON OF S. HARR OFCR 31195 COMPENSATION FOR EMPLOYMENT false RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION SCHEDULE L, PART IV, COLUMN B LINE 5 - J. HAKIM, BOD OWNER IN CONTRACTED GROUP LINE 6 - REX V. MCPHERSON II, BOD OF BOTH OHI & SUNTRUST LINE 8 - Spouse of Anne Peach, Exec. Director of Health Council of East Central Florida LINE 9 - M. Farrell, Bod, Officer of Contracted Entity Family Relationships Form 990, Part VI, Line 2 STEPHAN HARR, PAUL GOLDSTEIN, NANCY DINON AND KARL HODGES HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. 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 BEFORE THE FORM WAS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEES OF THE BOARD. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED AS A RESULT OF THE REVIEW WERE MADE. THE COMMITTEES JOINTLY SUBMITTED A REPORT TO THE BOARD OF DIRECTORS ABOUT THEIR REVIEW OF THE FORM AND THE FINAL FORM 990 WAS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD BEFORE IT WAS FILED. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c ORGANIZATION HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. Offices and Positions for Which process was used and year process began Form 990, Part VI, Line 15A The Executive compensation process at orlando health is administered by a committee of independent 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 5 CONTRIBUTIONS - BOOK/TAX DIFFERENCE $(12,919,932) AFFILIATED EQUITY TRANSFERS $(104,712,328) OTHER REVENUE - BOOK/TAX DIFFERENCE $(311,577) OTHER CHANGES AND EXTRAORDINARY ITEMS $(396,779) ============== TOTAL $(118,340,616) 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 Central Inc 10000 W Colonial Dr Ocoee FL 34761 800764192 HEALTHCARE FL 501(C)(3) 3 OHI true West Orange Healthcare Inc 10000 W Colonial Dr Ocoee FL 34761 593269402 PHY SUPRT SRV FL 501(C)(3) 11 Type 1 OHC true Health Central Foundation Inc 10000 W Colonial Dr Ocoee FL 34761 592091206 SUPPORT OHC FL 501(C)(3) 07 OHF 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 HEALTHCARE PURCHASING ALLIANCE LLC 1417 KUHL AVENUE ORLANDO FL 32806 454843489 GROUP PRCHSNG FL OHI RELATED 4979519 3412547 false false 0.92300 HEALTHNET SERVICES INC & SUBS 1414 KUHL AVENUE ORLANDO FL 32806 592246203 MEDICAL SVCS FL OHI C Corp -14918520 81672483 1.00000 true ORANGE INDEMNITY LTD PO BOX 1159 KY1--1102 CJ 980516252 CAPTIVE INS CJ OHI C Corp 75000 1930833 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 true true false false false false false false true true true true true true true true true false ORLANDO HEALTH FOUNDATION INC C 13550000 FMV ORLANDO HEALTH PHYSICIAN GROUP INC J 3210396 FMV ORLANDO HEALTH PHYSICIAN GROUP INC R 78000000 FMV ORLANDO CANCER CENTER INC R 10300000 FMV ORLANDO PHYSICIAN NETWORK INC R 2450000 FMV ORLANDO HEALTH FOUNDATION INC N 5838057 FMV ORLANDO HEALTH FOUNDATION INC O 355921 FMV ORANGE INDEMNITY LTD M 75000 FMV ORLANDO HEALTH PHYSICIAN PARTNERS INC R 3550000 FMV ORLANDO HEALTH CENTRAL INC L 6694321 FMV ORLANDO HEALTH CENTRAL INC Q 341009 FMV ORLANDO HEALTH CENTRAL INC K 1470800 FMV HEALTH CARE PURCHASING ALLIANCE LLC R 5151910 FMV HEALTHCHOICE INC M 644596 FMV PHYSICIAN ASSOCIATES LLC R 10413000 FMV ORLANDO HEALTH PHYSICIAN GROUP INC B 121088 FMV