ORLANDO HEALTH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH FOUNDATION INC (EIN 59-2244943)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-12
- IRS object ID
- 201542249349300829
- Schema version
- 2013v4.0
- 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 | 2015-08-12T07:44:36-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South Orange Avenue Suite 2050 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite Suite 50 | AddressLine2 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN JENSEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4078415194 | PhoneNum |
| Signature | 2015-08-07 | 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 | 4078415194 | PhoneNum |
| Preparation | 2015-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,313,779 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.orlandohealthfoundation.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 | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,723,550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,923,946 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,847,925 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,877,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$377,815 | PYOtherRevenueAmt |
| CY Other Revenue | -$394,607 | CYOtherRevenueAmt |
| PY Total Revenue | $14,193,660 | PYTotalRevenueAmt |
| CY Total Revenue | $22,406,597 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,321,776 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,297,137 | 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 | $1,280,143 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $455,175 | PYOtherExpensesAmt |
| CY Other Expenses | $1,655,210 | CYOtherExpensesAmt |
| PY Total Expenses | $11,776,951 | PYTotalExpensesAmt |
| CY Total Expenses | $18,952,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,416,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,454,250 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,575,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,366,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,907,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,547,082 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $102,667,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,819,332 | 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 | $17,297,137 | ExpenseAmt |
| Grant | $17,297,137 | 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 $2.1 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 partnership hospitals. An Orlando Health subsidiary also has a 49 percent interest in 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; the UF Health Cancer Center - Orlando Health, South Lake Hospital (50 percent affiliation); 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. Nearly 3,000 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 more than $270 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 Construction Project. At an estimated cost of $297 million, it represents one of the largest and most significant projects in our organization's history. The ORMC project exemplifies Orlando Health's transition to a new model of care that focuses on clinical integration and is truly patient-centered. The project is creating a more centralized downtown campus and more coordinated, collaborative care for patients. In December, construction of the new, 10-story patient tower was completed, 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 continues on the Southeastern Expansion, which will provide additional capacity in the Emergency Department, more trauma bays, 10 new operating rooms and an integrated cardiac interventional and diagnostic platform. Central Florida's only Level One Trauma Center continued to be one of the busiest trauma centers in the nation, treating over 4,200 trauma patients. In the past four grading periods (fall 2012, spring and fall 2013, and spring 2014) Orlando Health's four adult hospitals received "A" grades. However, for this fall 2014 rating period, only Health Central maintained their "A." ORMC, Dr. Phillips Hospital and South Seminole Hospital received "B" grades. In addition, ORMC received full Atrial Fibrillation Certification status from the Society of Cardiovascular Patient Care (SCPC), an international not-for-profit organization that focuses on transforming cardiovascular care, recognizing excellence in clinical processes for the early assessment, diagnosis and treatment for high-quality patient outcomes. ORMC is the second hospital with a Level One Trauma Center in the nation and the first in the state to receive three credentials offered by the SCPC: Chest Pain Center Accreditation with PCI, Heart Failure Accreditation and Atrial Fibrillation Certification. Orlando Health and the University of Florida department of neurosurgery partnered to expand the neurosurgery program at Orlando Health with the opening of a specialized practice, UF Health Neurosurgery - Orlando Health. Located on Orlando Health's downtown campus, the practice is an extension of a partnership formed in 2010 to make health care more accessible to millions of patients over a 20-county region. In October, we celebrated the 30th anniversary of our Air Care Team at ORMC. As the only hospital-based multiple aircraft flight program in the area, we have transported more than 28,000 patients without a single accident. Arnold Palmer Hospital for Children - At Arnold Palmer Medical Center, we commemorated 25 years of caring on September 10, 2014. We also 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. In fact, Arnold Palmer Medical Center was honored to be recognized in eight different subspecialties. In addition, Arnold Palmer Hospital was honored with an "A" Hospital Safety Score by The Leapfrog Group. Winnie Palmer Hospital for Women & Babies - More than 14,000 babies were delivered at Winnie Palmer Hospital in 2014. Despite this volume, Winnie Palmer Hospital consistently ranks extremely high in patient and guest satisfaction. Winnie Palmer Hospital instituted new guidelines aimed at reducing early elective deliveries (EED) for non-medical reasons prior to 39 weeks gestation. This reduced the admission of late pre-term newborns (37-38 weeks gestation) into the neonatal intensive care unit (NICU<http://www.youtube.com/watch?v=JTs-OSkt0OA>) by roughly 50 percent. In addition, our Minimally Invasive Surgery (MIS) program achieved some of the best outcomes in the country. The Alexander Center for Neonatology, funded completely through philanthropy, welcomed the first patients to the newly opened expansion of the NICU. In 2014, this unit grew from 112 to 142 beds, making it the largest NICU in the United States within one hospital. In addition, Arnold Palmer Hospital was honored with an "A" Hospital Safety Score by The Leapfrog Group. UF Health Cancer Center - Orlando Health - In January, 2014 we began a new phase in the history of our cancer center as we concluded our affiliation with MD Anderson Cancer Center and entered into a new collaboration with UF Health, introducing a new joint oncology program: UF Health Cancer Center - Orlando Health. From greater access to clinical trials and leading-edge treatments, to enhanced ability to provide personalized care and treatment plans, this new enterprise is helping us provide patient-centered care that will result in the best outcomes for our patients. At the same time, we also announced a new partnership with the Cancer Support Community, a national organization that specializes in providing support services to address the emotional and psychosocial needs of our patients and family members. This "softer side of cancer care" will offer 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. In November, a 50-ton proton accelerator was delivered to our Cancer Center's new | Desc |
| Total Program Service Expenses | $17,297,137 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53 | 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 STE 5 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Gregor Alexander MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Don R Ammerman | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Jess Bailes | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| BozardJohn W | ||||||||
| President OH Foundation | 20.0 | Yes (X) | $0 | $618,423 | $70,607 | 20.0 | Yes (X) | |
| James P Caruso | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Roger Chapin | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Clayton | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Phillips A Easterling | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Egan | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Annette Ford | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Fox | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| M Kathryn Garrett MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Jane Gibson PhD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Gosselin | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Lee Heard | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan C Helman | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| John Hillenmeyer | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Sally Hoch | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard T Hurt | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| R Brock Kelsey | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward F Kinney | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Helen Leon | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Elaine M Lustig | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| R Randolph Lyon | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Rafael E Martinez | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Shannon McAleavey | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard T McCree Sr | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheryl Meitin | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Miller | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia C Perry | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Donald A Plumley MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| W Russell Prather MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip W Rich | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Ray Sandhagen | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Saunders | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert N Serros MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Smith | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Rilous Carter | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| William Dillard | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Joanne Santiago | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Frantz Alphonse | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Roh MD | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $653,807 | $74,592 | 40.0 | ||
| David Fuller | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| James Hinson | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Sibille Pritchard | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane O'Dell | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Roy Haley | ||||||||
| Board Member | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Sherrie H Sitarik | ||||||||
| DIRECTOR (TERM ENDED 9/25/13) | Yes (X) | $0 | $1,576,882 | $241,211 | ||||
| Clarence H Brown III | ||||||||
| VP OH Foundation | 40.0 | $171,463 | $0 | $61,850 | Yes (X) | |||
| Karen Thornton Jensen | ||||||||
| VP & Exec Dir, FDN & VP OHI | 40.0 | $230,235 | $0 | $51,658 | 2.0 | Yes (X) | ||
| Chad Phillips | ||||||||
| Foundation VP, APMC | 40.0 | $143,777 | $0 | $47,253 | Yes (X) | |||
| Jeremy Drashman Gamble | ||||||||
| Foundation VP, ORMC | 40.0 | $129,658 | $0 | $32,017 | Yes (X) | |||
| Zachary James Kallenbach | ||||||||
| Foundation VP, APMC | 40.0 | $121,161 | $0 | $43,847 | Yes (X) | |||
| Jeffrey A Muddell | ||||||||
| Foundation VP, APMC | 40.0 | $107,759 | $0 | $34,931 | Yes (X) | |||
| Cheryl Anne Collins | ||||||||
| Foundation VP, APMC | 40.0 | $107,627 | $0 | $44,616 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,011,680 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,849,112 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $702,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J Robinson Group LLC | |||||
| 1416 Lake Shore Dr | ORLANDO | FL | 32803 | Consulting Services | $777,625 |
| ETR LLC | |||||
| 212 Hickman Dr | SANFORD | FL | 32771 | Repair Services | $293,942 |
| Push Inc | |||||
| 101 Ernestine St | ORLANDO | FL | 32801 | Marketing Services | $181,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,811,160 | FundraisingAmt |
| Government Grants | $450,906 | GovernmentGrantsAmt |
| All Other Contributions | $14,661,880 | AllOtherContributionsAmt |
| Noncash Contributions | $807,603 | NoncashContributionsAmt |
| Total Contributions | $17,923,946 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,229,392 | TotalRevenueColumnAmt |
| Exclusion | $1,229,392 | 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 | $26,383,762 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,735,896 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,647,866 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,647,866 | TotalRevenueColumnAmt |
| Exclusion | $3,647,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $776,679 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,811,160 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,171,286 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$394,607 | TotalRevenueColumnAmt |
| Exclusion | -$394,607 | 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 | $22,406,597 | TotalRevenueColumnAmt |
| Exclusion | $4,482,651 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,297,137 | TotalAmt |
| Program Services | $17,297,137 | 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 Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| 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 | $238,273 | TotalAmt |
| Management And General | $238,273 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611 | TotalAmt |
| Fundraising | $1,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,158 | TotalAmt |
| Fundraising | $79,158 | 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 | $33,143 | TotalAmt |
| Management And General | $28,190 | ManagementAndGeneralAmt |
| Fundraising | $4,953 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,173 | TotalAmt |
| Fundraising | $14,173 | 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 | $71,292 | TotalAmt |
| Fundraising | $71,292 | FundraisingAmt |
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 | $111,208 | TotalAmt |
| Management And General | $108,604 | ManagementAndGeneralAmt |
| Fundraising | $2,604 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| FUNDRAISING SUPPLIES | $1,040,341 | $1,040,341 |
| DONOR RECOGNITION | $66,011 | $66,011 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,952,347 | TotalAmt |
| Program Services | $17,297,137 | ProgramServicesAmt |
| Management And General | $375,067 | ManagementAndGeneralAmt |
| Fundraising | $1,280,143 | 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 | $13,551,530 | BOYAmt |
| EOY | $13,363,947 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,579,439 | BOYAmt |
| EOY | $15,679,557 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,671 | BOYAmt |
| EOY | $68,754 | 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 | $67,120,488 | BOYAmt |
| EOY | $71,996,708 | 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 | $10,093,904 | BOYAmt |
| EOY | $10,084,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,575,532 | BOYAmt |
| EOY | $111,366,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,754 | BOYAmt |
| EOY | $262,701 | 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 | $4,687,977 | BOYAmt |
| EOY | $4,284,381 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,907,731 | BOYAmt |
| EOY | $4,547,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500,901 | BOYAmt |
| EOY | $19,782,607 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,703,869 | BOYAmt |
| EOY | $84,572,658 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,463,031 | BOYAmt |
| EOY | $2,464,067 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,667,801 | BOYAmt |
| EOY | $106,819,332 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,575,532 | BOYAmt |
| EOY | $111,366,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,454,250 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $154,216 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $543,065 | 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 | $14,723,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,237,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,702,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,723,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,923,946 | CurrentTaxYearAmt |
| Total | $75,309,955 | 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 | $14,723,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,237,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,702,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,723,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,923,946 | CurrentTaxYearAmt |
| Total | $75,309,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,309,955 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $675,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,136,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,361,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,299,392 | CurrentTaxYearAmt |
| Total | $5,700,969 | 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 | $81,010,924 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,682,884 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92963 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92530 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,112,484 | BeginningYearBalanceAmt |
| Contributions | $498,448 | ContributionsAmt |
| Investment Earnings Or Losses | $2,387,537 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $79,423 | AdministrativeExpensesAmt |
| End Year Balance | $19,919,046 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72000 | 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. | $6,866,102 |
| CASH SURR. VALUE - LIFE INSUR. | $3,218,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,084,948 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIAB. UNDER CHAR. TRUST AGREE. | $2,173,867 |
| AMOUNTS DUE TO AFFILIATES | $723,429 |
| REFUNDABLE ADV - SPLIT-INT AGR | $1,387,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,284,381 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended Uses of Endowment Funds | 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 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, certain of the controlled affliates are organized as for-profit corporations, but have produced net operating losses to date. accordingly, in accordance with the income taxes topic of the financial accounting standards board (FASb) accounting standards codification, these entities have recognized deffered tax assets associated with their net operating losses, along with a full valuation allowance since it is unlikely that these deffered tax assets will be realized. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WPFT | NameOfEvent1Amt |
| Gross Receipts Event1 | $381,901 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $364,091 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,810 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $165,091 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,089 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $128,897 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | OneNight | NameOfEvent2Amt |
| Gross Receipts Event2 | $456,976 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $396,382 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,594 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $34,051 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,790 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $62,947 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $25,335 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,748,962 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,050,687 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $698,275 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $115,953 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $145,953 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $267,943 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $52,976 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $75,261 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,587,839 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,811,160 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $776,679 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $115,953 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $345,095 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $364,822 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $115,923 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $229,493 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,171,286 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$394,607 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Orlando Health Inc | ||||||||
| 1414 Kuhl Avenue | Orlando | FL | 32806 | 591726273 | 501(c )(3) | $13,550,000 | FMV | Program service Program service Program service |
| Orlando Cancer Center Inc | ||||||||
| 1400 Orange Avenue | Orlando | FL | 32806 | 593005020 | 501(c )(3) | $72,983 | FMV | GENERAL OPERATIONS |
| Orlando Health Central | ||||||||
| 10000 W Colonial Dr | Ocoee | FL | 34761 | 800764192 | 501(c )(3) | $35,451 | FMV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring Use of Grant Funds Inside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 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 (9 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 | $0 | $456,222 | $0 | $0 | $0 | $162,201 | $0 | $53,858 | $0 | $16,749 | $0 | $689,030 | $0 | $0 |
| Clarence H Brown III | ||||||||||||||
| VP OH Foundation | $152,753 | $0 | $0 | $0 | $18,710 | $0 | $44,227 | $0 | $17,623 | $0 | $233,313 | $0 | $0 | $0 |
| Mark Roh MD | ||||||||||||||
| Board Member | $0 | $651,947 | $0 | $0 | $0 | $1,860 | $0 | $50,438 | $0 | $24,154 | $0 | $728,399 | $0 | $0 |
| Karen Thornton Jensen | ||||||||||||||
| VP & Exec Dir, FDN & VP OHI | $217,591 | $0 | $0 | $0 | $12,644 | $0 | $44,135 | $0 | $7,523 | $0 | $281,893 | $0 | $10,850 | $0 |
| Chad Phillips | ||||||||||||||
| Foundation VP, APMC | $133,810 | $0 | $0 | $0 | $9,967 | $0 | $25,334 | $0 | $21,919 | $0 | $191,030 | $0 | $9,100 | $0 |
| Jeremy Drashman Gamble | ||||||||||||||
| Foundation VP, ORMC | $118,664 | $0 | $0 | $0 | $10,994 | $0 | $24,581 | $0 | $7,436 | $0 | $161,675 | $0 | $7,000 | $0 |
| Zachary James Kallenbach | ||||||||||||||
| Foundation VP, APMC | $114,061 | $0 | $0 | $0 | $7,100 | $0 | $21,678 | $0 | $22,169 | $0 | $165,008 | $0 | $0 | $0 |
| Cheryl Anne Collins | ||||||||||||||
| Foundation VP, APMC | $99,867 | $0 | $0 | $0 | $7,760 | $0 | $19,753 | $0 | $24,863 | $0 | $152,243 | $0 | $8,190 | $0 |
| Sherrie H Sitarik | ||||||||||||||
| DIRECTOR (TERM ENDED 9/25/13) | $0 | $695,545 | $0 | $0 | $0 | $881,337 | $0 | $226,110 | $0 | $15,101 | $0 | $1,818,093 | $0 | $395,463 |
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 Payment to the Following: Sherrie Sitarik $131,331 |
| Supplemental Nonqualified Retirement Plan | Schedule J, Part I, Line 4b DEFERRAL DISTRIBUTIONS PAID DURING TAX YEAR TO THE FOLLOWING: JOHN W. BOZZARD $81,363 SHERRIE H. SITARIK $744,394 KAREN T. JENSEN $11,767 CHAD PHILLIPS $9,869 JEMERY D. GAMBLE $10,917 ZACHARY J. KALLENBACH $7,023 JEFFREY A. MUDDELL $7,430 CHERYL A. COLLINS $7,592 DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: JOHN W. BOZARD $18,799 SHERRIE H. SITARIK $180,131 MARK ROH, MD $47,250 KAREN T. JENSEN $19,187 CHAD PHILLIPS $9,870 JEREMY D. GAMBLE $8,033 ZACHARY J. KALLENBACH $8,505 JEFFREY A. MUDDELL $7,560 CHERYL A. COLLINS $7,700 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,715 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SALES 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 | $9,944 | 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 | $104,906 | 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 |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $87,961 | 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 | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,914 | 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. | 243 | $301,638 | COST/SALES PRICE |
| Yes (X) | Hospitality tent supplies | 1 | $180,100 | cost/sales price |
| Yes (X) | Misc office supplies | 2 | $100,425 | cost/sales price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 11 | 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 |
|---|---|
| Description of Classes of Members or Stockholders | 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. |
| Description of Classes of Persons and the Nature of Their Rights | Form 990, Part VI, Line 7a ORLANDO HEALTH, INC., AS THE SOLD VOTING MEMBER OF ORLANDO HEALTH FOUNDATION, INC., SHALL APPOINT THE PERSONS TO SERVE AS DIRECTORS AND THE RESPECTIVE TERMS OR EACH DIRECTOR. |
| Decisions Subject to Approval | 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. |
| Process Used by Management and/or Governing Body to Review 990 | 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. |
| Conflict of Interest Policy Monitoring and Enforcement | 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. |
| Offices and Positions for Which Process Was Used and Year Process Began | 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. |
| Availability of Governing Documents, Conflict of Interest Policy, and | Financial Statements to the Public 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 and Key Employee Compensation 370,994 Other Salaries and Wages 2,725,190 Other Employee Benefits 554,000 Payroll Taxes 206,665 Professional Fundraising Services 235,739 Other Fees for Services 321,526 Advertising and Promotion 86,327 Office Expenses 474,943 Information Technology 94,876 Occupancy 433,003 Travel 164,731 Conferences, Conventions and Meetings 10,894 Depreciation, Depletion and Amortization 41,087 Other Expenses 189,046 ========= Total Reported on 990 5,909,021 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | 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, type i | OHI | Yes (true) |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHY SUPRT SRV | FL | 501(C)(3) | 11, type i | OHI | Yes (true) |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(C)(3) | 11, type i | OHI | Yes (true) |
| WEST ORANGE HEALTHCARE INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 593269402 | SUPPORT OHC | FL | 501(C)(3) | 11, type 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
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE PURCHASING ALLIANCE LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 KUHL AVENUE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454843489 | EIN |
| Primary Activities | GROUP PRCHSNG | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CountryForeignAddress/Country | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Orlando Cancer Center Inc | ||
| b | $72,983 | FMV |
| Orlando Health Central Inc | ||
| b | $35,451 | FMV |
Comments