ORLANDO HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH FOUNDATION INC (EIN 59-2244943)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-11
- IRS object ID
- 201442239349301324
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-08-11T13:14:52-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592244943 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHRISTOPHER MILLER | InCareOfName |
| Name Control | ORLA | NameControl |
| Phone | 4078415194 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK W BOZARD | Name |
| Title | PRESIDENT | Title |
| Phone | 4078415194 | Phone |
| Date Signed | 2014-07-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul Hagge | Name |
| Phone | 4074815100 | Phone |
| Date Prepared | 2014-07-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John W Bozard | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 27718665 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.orlandohealthfoundation.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 48 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 43 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18978102 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11723550 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1639591 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2847925 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -367930 | OtherRevenuePriorYear |
| Other Revenue Current Year | -377815 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20249763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14193660 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9526642 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11321776 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 209105 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 456623 | OtherExpensePriorYear |
| Other Expenses Current Year | 455175 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9983265 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11776951 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10266498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2416709 | RevenuesLessExpensesCY |
| Total Assets BOY | 99411205 | TotalAssetsBOY |
| Total Assets EOY | 107575532 | TotalAssetsEOY |
| Total Liabilities BOY | 5078727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4907731 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 94332478 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 102667801 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11321776 | Expense |
| Grants | 11321776 | Grants |
| Description | 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 $1.9 billion not-for-profit health care organization and a community-based network of physician practices, hospitals and care centers throughout Central Florida. The organization, which includes Physician Associates, one of the largest multi-specialty practices in central Florida, and the area's only Level One Trauma Centers for adults and pediatrics, 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. Orlando Health is one of Central Florida's largest employers with nearly 15,000 employees and more than 2,500 affiliated physicians supporting our philosophy of providing high quality care and service that revolves around patients' needs. We prove this everyday with over 110,000 inpatient admissions and nearly 690,000 outpatient visits each year. In all, Orlando Health serves 1.6 million Central Florida residents and nearly 3,000 international patients annually. Additionally, Orlando Health provides approximately $212 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 Health's acquisition of Physician Associates was complete effective January 1, 2013. The transaction includes Orlando Health's purchase of two legal entities owned by Physician Associates; the professional practice and a management services organization. Physician Associates and Orlando Health are collaborating on a number of initiatives to enhance patient care and announced joint programs to address the four most common chronic diseases facing our patients: diabetes, hypertension, congestive heart failure, and chronic obstructive pulmonary disease (COPD). Since its launch, the program has helped better manage the symptoms of patients who suffer from these ailments, which in turn has helped these patients avoid repeat visits to the hospital. When they have had to be hospitalized, the collaboration has resulted in better continuity of care between the patient's doctor and the hospital. 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. A new 190+ bed Patient Tower will feature floors dedicated to cardiac care and a new Trauma/Neuro ICU. The new Acute Care Pavilion will provide an expanded Emergency Department and trauma bays, 10 new operating rooms and an integrated cardiac interventional 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. ORMC was honored with its second "A" Hospital Safety Score by The Leapfrog Group, an independent national nonprofit run by employers and other large purchasers of health benefits. The grade reflects a commitment to providing high-quality care to patients. 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. Arnold Palmer Hospital for Children - Arnold Palmer Hospital was once again ranked among the best children's hospitals in U.S. News & World Report's 2013-14 Best Children's Hospitals rankings. Arnold Palmer Hospital ranked 38th in orthopedics and was the only hospital in greater Orlando to be included in the rankings. Arnold Palmer Medical Center achieved Magnet designation, the "gold standard" for nursing's contribution to quality patient care, safety, research and service excellence. Winnie Palmer Hospital for Women & Babies - More than 14,000 babies were delivered at Winnie Palmer Hospital in 2013. Despite this volume, Winnie Palmer Hospital consistently ranked in the top five percent of all hospitals nationally in patient satisfaction. Working with the March of Dimes and the Florida Perinatal Quality Collaborative, 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) by 50 percent. In addition, our Minimally Invasive Surgery (MIS) program achieved some of the best outcomes in the country. Recognized for its quality and consistency, Winnie Palmer Hospital is an Academic Center of Excellence by the American Institute of Minimally Invasive Surgery (AIMIS) - one of only two hospitals in the country and the only one in Florida to earn this special designation. The Alexander Center for Neonatology continued to achieve the best outcomes in the state of Florida for low birth weight babies and completed the expansion from 112 to 142 beds, making it the largest NICU in the world. UF Health Cancer Center - Orlando Health - In December, Orlando Health announced a new collaboration with the University of Florida Health Cancer Center, creating UF Health Cancer Center - Orlando Health. With Orlando Health's affiliate relationship with MD Anderson - Houston expiring in January 2014 and Florida now ranked first in the country for cancer-related deaths, there is a heightened focus on developing a fully integrated, statewide cancer treatment and research center. This initiative will bring together the most experienced doctors with top researchers to increase access to clinical trials and breakthrough treatments, provide personalized cancer care based on each patient's unique genetics, and offer this care in a way that is patient-friendly, compassionate and close to home. Additionally, construction | Description |
| Total Program Service Expense | 11321776 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | true | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 43 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 48 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTOPHER MILLER | NamePerson |
| Telephone Number | 4078415194 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD | AddressLine1 |
| City | ste Orlando | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Gregor Alexander MD | |||||||||
| DIRECTOR | 5.0 | 5.0 | X | 0 | 0 | 0 | |||
| Don R Ammerman | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Jess Bailes | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| John W Bozard | |||||||||
| PRESIDENT OH FOUNDATION | 20.0 | 20.0 | X | 0 | 605616 | 69238 | X | ||
| Clarence H Brown III | |||||||||
| DIRECTOR | 5.0 | 40.0 | X | 0 | 512169 | 67062 | |||
| James P Caruso | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Roger Chapin | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Kenneth M Clayton | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Phillips A Easterling | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Annette Ford | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Peter Fox | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| M Kathryn Garrett MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Jane Gibson PHD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Carolyn Gosselin | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Lee Heard | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Alan C Helman | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| John Hillenmeyer | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Sally Hoch | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Richard T Hurt | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Kathy Johnson | |||||||||
| DIRECTOR | 5.0 | 5.0 | X | 0 | 0 | 0 | |||
| R Brock Kelsey | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Edward F Kinney | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Helen Leon | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Elaine M Lustig | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| R Randolph Lyon | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Rafael E Martinez | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Shannon McAleavey | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Richard T McCree Sr | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Sheryl Meitin | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Kelly Miller | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Cynthnia C Perry | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Donald A Plumley MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| W Russell Prather MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Philip W Rich | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Ray Sandhagen | |||||||||
| DIRECTOR | 5.0 | 5.0 | X | 0 | 0 | 0 | |||
| Amy Saunders | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Robert N Serros MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Sherrie H Sitarik | |||||||||
| DIRECTOR | 5.0 | 41.0 | X | 0 | 878868 | 226730 | |||
| Kenneth M Smith | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Rilous Carter | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| William Dillard | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Joanne Santiago | |||||||||
| DIRECTOR | 5.0 | 5.0 | X | 0 | 0 | 0 | |||
| Frantz Alphonse | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Mark Roh MD | |||||||||
| Director | 5.0 | 40.0 | X | 0 | 750646 | 26283 | |||
| David Fuller | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| James Hinson | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Sibille Pritchard | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Diane O'Dell | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Roy Haley | |||||||||
| Director | 5.0 | X | 0 | 0 | 0 | ||||
| Robert Egan | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| Karen Thornton Jensen | |||||||||
| VP & EXEC DIR, ORL HEALTH FDN | 40.0 | 2.0 | 229914 | 0 | 55921 | X | |||
| Chad Phillips | |||||||||
| Foundation VP, APMC | 40.0 | 137229 | 0 | 45311 | X | ||||
| Jeremy Drashman Gamble | |||||||||
| Foundation VP, ORMC | 40.0 | 123746 | 0 | 36282 | X | ||||
| Bobby A Ennis | |||||||||
| FOUND VP, PLAN & SPEC GIFTS | 40.0 | 122304 | 0 | 38062 | X | ||||
| Zachary James Kallenbach | |||||||||
| FOUNDATION VP, APMC | 40.0 | 121525 | 0 | 42784 | X | ||||
| Michael J Mangan | |||||||||
| FOUNDATION VP, ORMC | 40.0 | 225913 | 0 | 74042 | X | ||||
| JANET C MORROW | |||||||||
| FOUNDATION VP, PLANNED GIFTS | 0.0 | 113616 | 44115 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1074247 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2747299 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 725830 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Push Inc | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Ernestine St | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Marketing Services | DescriptionOfServices |
| Compensation | 127005 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 2071569 | FundraisingEvents |
| Government Grants | 3219786 | GovernmentGrants |
| All Other Contributions | 6432195 | AllOtherContributions |
| Noncash Contributions | 502376 | NoncashContributions |
| Total Contributions | 11723550 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1361043 | TotalRevenueColumn |
| Exclusion | $1,361,043 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13611951 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12125069 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1486882 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1486882 | TotalRevenueColumn |
| Exclusion | $1,486,882 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1022121 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2071569 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1399936 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -377815 | TotalRevenueColumn |
| Exclusion | -$377,815 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14193660 | TotalRevenueColumn |
| Exclusion | $2,470,110 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11321776 | Total |
| Program Services | 11321776 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235379 | Total |
| Management And General | 235379 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8495 | Total |
| Fundraising | 8495 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18054 | Total |
| Fundraising | 18054 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10944 | Total |
| Management And General | 5991 | ManagementAndGeneral |
| Fundraising | 4953 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5401 | Total |
| Fundraising | 5401 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71292 | Total |
| Fundraising | 71292 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6549 | Total |
| Management And General | 4700 | ManagementAndGeneral |
| Fundraising | 1849 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| DONOR RECOGNITION | 40970 | 40970 |
| OTHER | 58091 | 58091 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11776951 | Total |
| Program Services | 11321776 | ProgramServices |
| Management And General | 246070 | ManagementAndGeneral |
| Fundraising | 209105 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11546921 | BOY |
| EOY | 13551530 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18534729 | BOY |
| EOY | 16579439 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98646 | BOY |
| EOY | 57671 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 172500 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172500 | BOY |
| EOY | 172500 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59447057 | BOY |
| EOY | 67120488 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9611352 | BOY |
| EOY | 10093904 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99411205 | BOY |
| EOY | 107575532 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144169 | BOY |
| EOY | 219754 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4934558 | BOY |
| EOY | 4687977 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5078727 | BOY |
| EOY | 4907731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14324875 | BOY |
| EOY | 17500901 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77562242 | BOY |
| EOY | 82703869 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2445361 | BOY |
| EOY | 2463031 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94332478 | BOY |
| EOY | 102667801 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99411205 | BOY |
| EOY | 107575532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2416709 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3891459 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 2027155 | ReconcilationDonatedServices |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9010805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14723325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13237025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17702109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11723550 | CurrentTaxYear |
| Total | 66396814 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9010805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14723325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13237025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17702109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11723550 | CurrentTaxYear |
| Total | 66396814 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 66396814 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 956952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 675480 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1136767 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1228287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1361043 | CurrentTaxYear |
| Total | 5358529 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 71755343 | TotalSupport |
| Gross Receipts From Admissions Etc | 5193031 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92532 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78224 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23682470 | BeginningOfYearBalance |
| Contributions | 308994 | Contributions |
| Investment Earnings Or Losses | 3733304 | InvestmentEarningsOrLosses |
| Administrative Expenses | 86150 | AdministrativeExpenses |
| End Of Year Balance | 27638618 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20060961 | BeginningOfYearBalance |
| Contributions | 391909 | Contributions |
| Investment Earnings Or Losses | 3294999 | InvestmentEarningsOrLosses |
| Administrative Expenses | 65399 | AdministrativeExpenses |
| End Of Year Balance | 23682470 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19919046 | BeginningOfYearBalance |
| Contributions | 304069 | Contributions |
| Investment Earnings Or Losses | -105293 | InvestmentEarningsOrLosses |
| Administrative Expenses | 56861 | AdministrativeExpenses |
| End Of Year Balance | 20060961 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17112484 | BeginningOfYearBalance |
| Contributions | 498448 | Contributions |
| Investment Earnings Or Losses | 2387537 | InvestmentEarningsOrLosses |
| Administrative Expenses | 79423 | AdministrativeExpenses |
| End Of Year Balance | 19919046 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15971492 | BeginningOfYearBalance |
| Contributions | 1657490 | Contributions |
| Investment Earnings Or Losses | 1250835 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1711353 | GrantsOrScholarships |
| Administrative Expenses | 55980 | AdministrativeExpenses |
| End Of Year Balance | 17112484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.16280 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.83720 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 172500 | InvestmentCostOrOtherBasis |
| Book Value | 172500 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 172500 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENTS - SPLIT-INT AGREE. | 7107298 |
| CASH SURR. VALUE - LIFE INSUR | 2986606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10093904 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIAB. UNDER CHAR. TRUST AGREE | $2,159,727 |
| AMOUNTS DUE TO AFFILIATES | $1,172,491 |
| REFUNDABLE ADV - SPLIT-INT AGREE. | $1,355,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4687977 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF ORGANIZATION'S 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 SECTIONS 501(C)(3) AND 501(E) OF THE INTERNAL REVENUE CODE OF 1986, CERTAIN OF THE CONTROLLED AFFILIATES ARE ORGANIZED AS FOR-PROFIT CORPORATIONS, BUT HAVE PRODUCED NET OPERATING LOSSES TO DATE. ACCORDINGLY, IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION, THESE ENTITIES HAVE RECOGNIZED DEFERRED TAX ASSETS ASSOCIATED WITH THEIR NET OPERATING LOSSES, ALONG WITH A FULL VALUATION ALLOWANCE SINCE IT IS UNLIKELY THAT THESE DEFERRED TAX ASSETS WILL BE REALIZED. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WPFT | NameOfEvent1 |
| Gross Receipts Event1 | 814877 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 518677 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 296200 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 125091 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 48022 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 78143 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OneNight | NameOfEvent2 |
| Gross Receipts Event2 | 583261 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 477696 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 105565 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 74893 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 58422 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 125099 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 70672 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 14 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1695552 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1075196 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 620356 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 109252 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 158456 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 298477 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 58991 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 194418 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3093690 | GrossReceiptsTotal |
| Charitable Contributions Total | 2071569 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1022121 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 109252 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 358440 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 404921 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 184090 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 343233 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1399936 | DirectExpenseSummaryEvents |
| Net Income Summary | -377815 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Orlando Health Inc | ||||||||
| 1414 KUHL AVENUE ORLANDO FL 32806 | ORLANDO | FL | 32806 | 591726273 | 501(C)(3) | 8086292 | FMV | Program service Program service Program service |
| Orlando Cancer Center Inc | ||||||||
| 1400 ORANGE AVENUE ORLANDO FL 3280 | ORLANDO | FL | 32806 | 593005020 | 501(C)(3) | 415000 | FMV | PROGRAM SERVICE |
| Orlando Health Central INC | ||||||||
| 10000 W COLONIAL DRIVE OCOEE FL | ORLANDO | FL | 34761 | 800764192 | 501(C)(3) | 9333 | FMV | PROGRAM SERVICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 54 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | ORLANDO HEALTH FOUNDATION IS FORMED FOR THE SOLE PURPOSE OF SUPPORTING PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN SUPPORT OF THEIR MISSION TO ENHANCE THE QUALITY OF LIFE OF THE INDIVIDUALS IN THE COMMUNITIES SERVED. CONTRIBUTIONS ARE USED IN ACCORDANCE WITH APPLICABLE DONOR SPECIFICATIONS IN SUPPORT OF THAT MISSION OF COMMUNITY BENEFIT. ORLANDO HEALTH FOUNDATION MAKES GRANTS SOLELY TO ORLANDO HEALTH, INC. AND ITS TAX-EXEMPT AFFILIATES, ALL OF WHICH ARE EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John W Bozard | ||||||||||||||
| PRESIDENT OH FOUNDATION | 0 | 456520 | 0 | 0 | 0 | 149096 | 0 | 53185 | 0 | 16053 | 0 | 674854 | 0 | 64572 |
| Clarence H Brown III | ||||||||||||||
| DIRECTOR | 0 | 426549 | 0 | 75000 | 0 | 10620 | 0 | 49375 | 0 | 17687 | 0 | 579231 | 0 | 0 |
| Sherrie H Sitarik | ||||||||||||||
| DIRECTOR | 0 | 783562 | 0 | 0 | 0 | 95306 | 0 | 212325 | 0 | 14405 | 0 | 1105598 | 0 | 71517 |
| Mark Roh MD | ||||||||||||||
| Director | 0 | 633942 | 0 | 115000 | 0 | 1704 | 0 | 3125 | 0 | 23158 | 0 | 776929 | 0 | 0 |
| Karen Thornton Jensen | ||||||||||||||
| VP & EXEC DIR, ORL HEALTH FDN | 217153 | 0 | 0 | 0 | 12761 | 0 | 47606 | 0 | 8315 | 0 | 285835 | 0 | 10850 | 0 |
| Chad Phillips | ||||||||||||||
| Foundation VP, APMC | 134186 | 0 | 0 | 0 | 3043 | 0 | 24334 | 0 | 20977 | 0 | 182540 | 0 | 9590 | 0 |
| Jeremy Drashman Gamble | ||||||||||||||
| Foundation VP, ORMC | 113420 | 0 | 0 | 0 | 10326 | 0 | 29453 | 0 | 6829 | 0 | 160028 | 0 | 7000 | 0 |
| Bobby A Ennis | ||||||||||||||
| FOUND VP, PLAN & SPEC GIFTS | 109908 | 0 | 0 | 0 | 12396 | 0 | 13807 | 0 | 24255 | 0 | 160366 | 0 | 8190 | 0 |
| Zachary James Kallenbach | ||||||||||||||
| FOUNDATION VP, APMC | 114313 | 0 | 0 | 0 | 7212 | 0 | 21434 | 0 | 21350 | 0 | 164309 | 0 | 0 | |
| Michael J Mangan | ||||||||||||||
| FOUNDATION VP, ORMC | 193789 | 0 | 0 | 0 | 32124 | 0 | 55594 | 0 | 18448 | 0 | 299955 | 0 | 21973 | 0 |
| JANET C MORROW | ||||||||||||||
| FOUNDATION VP, PLANNED GIFTS | 106521 | 0 | 7095 | 29034 | 15081 | 157731 | 6370 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: JOHN W. BOZARD $16,837 KAREN T. JENSEN $15,800 BOBBY A. ENNIS $8,190 JANET C. MORROW $6,930 SHERRIE H. SITARIK $158,953 CHAD PHILLIPS $9,310 JEREMY D. GAMBLE $7,280 ZACHARY J. KALLENBACH $6,671 TORI BLYTH SPRADLIN $6,860 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6502 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 8396 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 235248 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 758 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comparable | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 67 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 178422 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26850 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Appliances, Equip, and Misc Hotel Supplies | Description |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 46200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 15 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 MEMBERS OR STOCKHOLDERS | Form 990, Part VI, Line 7a | ORLANDO HEALTH, INC., AS THE SOLE VOTING MEMBER OF ORLANDO HEALTH FOUNDATION, INC., SHALL APPOINT THE PERSONS TO SERVE AS DIRECTORS AND THE RESPECTIVE TERMS OR EACH DIRECTOR. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | 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. |
| DESCRIPTION OF OVERSIGHT PROCESS | FORM 990, PART XII, LINE 2C | DURING FISCAL YEAR 2013, THE PARENT ORGANIZATION ORLANDO HEALTH, INC. APPROVED THE CHANGE IN INDEPENDENT AUDITOR AND TAX ADVISOR. |
| FUNDRAISING EXPENSES PROVIDED BY ORLANDO HEALTH, INC. | FORM 990, PART IX | OFFICER, DIRECTOR AND KEY EMPLOYEE COMPENSATION 586,654 OTHER SALARIES AND WAGES 2,536,253 OTHER EMPLOYEE BENEFITS 556,172 PAYROLL TAXES 209,217 PROFESSIONAL FUNDRAISING SERVICES 213,410 OTHER FEES FOR SERVICES 272,219 ADVERTISING AND PROMOTION 76,394 OFFICE EXPENSES 433,939 INFORMATION TECHNOLOGY 75,669 OCCUPANCY 423,717 TRAVEL 147,074 CONFERENCES, CONVENTIONS AND MEETINGS 29,558 DEPRECIATION, DEPLETION AND AMORTIZATION 41,168 OTHER EXPENSES 198,414 ======= TOTAL REPORTED ON 990 5,799,858 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 591726273 | HEALTHCARE | FL | 501(C)(3) | 3 | NA | false |
| ORLANDO HEALTH CENTRAL INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | HEALTHCARE | FL | 501(C)(3) | 3 | OHI | true |
| ORLANDO CANCER CENTER INC | ||||||||||
| 1400 S ORANGE AVENUE | ORLANDO | FL | 32806 | 593005020 | CANCER CENTER | FL | 501(C)(3) | 11, TYPE I | OHI | true |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHY SUPRT SRV | FL | 501(C)(3) | 11, TYPE I | OHI | true |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(C)(3) | 11, TYPE I | OHI | true |
| WEST ORANGE HEALTHCARE INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 593269402 | SUPPORT OHC | FL | 501(C)(3) | 11, TYPE I | OHC | true |
| HEALTH CENTRAL FOUNDATION INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 592091206 | SUPPORT OHC | FL | 501(C)(3) | 7 | OHF | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLTHCR PURCH ALLNCE 45-4843489 | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 KUHL AVENUE ORLANDO FL 32806 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454843489 | EIN |
| Primary Activity | GROUP PRCHSNG | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
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 | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET SERVICES INC & SUBS | ||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 592246203 | MEDICAL SERVICES | FL | OHI | C Corp | 0 | 0 | true | |||
| ORANGE INDEMNITY LTD | ||||||||||||||
| 980516252 | CAPTIVE INSURANCE | OHI | C Corp | 0 | 0 | true | PO BOX 1159 KY1-1102 GRAND CAYMAN | CJ | CJ | |||||
| COMMUNITY HEALTH OF FLORIDA INC | ||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 463171911 | INSURANCE LIC | FL | NA | C CORP | 0 | 0 | true | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORLANDO CANCER CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 59844 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments