2011-08-09T11:31:35-05:00 2010-09-30 ERNST & YOUNG US LLP 201 SOUTH BISCAYNE BLVD SUITE 3000 MIAMI FL 33131 990 2009-10-01 591726273 ORLANDO HEALTH INC ORLA 4078415155 1414 Kuhl Avenue Orlando FL 32806 Stephen Harr 4078415194 2011-08-08 3053584111 2009 2016-02-24 21:20:13Z John Hillenmeyer 1414 Kuhl Ave Orlando FL 32806 2125497871 false X www.orlandohealth.com X 1977 FL OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. 16 11 15120 1196 10603754 -490041 5601505 11905924 1584724718 1644315215 12785679 30259527 3204075 2545571 1606315977 1689026237 0 1037798 0 0 718842293 755615800 58919 60131 5373510 805350456 808258936 1524251668 1564972665 82064309 124053572 1959321083 2059912719 1116906938 1124839623 842414145 935073096 ORLANDO HEALTH IS A TRUSTED LEADER INSPIRING HOPE THROUGH THE ADVANCEMENT OF HEALTH. OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. false false 1356818505 1045798 1644315215 ORLANDO HEALTH (OH) PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY HEALTHCARE TO THE PEOPLE OF CENTRAL FLORIDA THROUGH ITS SIX HOSPITALS AND VARIOUS OUTPATIENT FACILITIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2010, OH FACILITIES PROVIDED 449,891 DAYS OF INPATIENT CARE, 322,927 OUTPATIENT VISITS, AND 237,092 EMERGENCY DEPARTMENT VISITS. IN ACCORDANCE WITH ITS MISSION, OH PROVIDED EXTENSIVE CARE TO PATIENTS WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. OH ALSO OFFERS COMMUNITY EDUCATION, SCHOOL INITIATIVES AND SUPPORT GROUPS. AS A TEACHING HOSPITAL, OH OFFERS RESIDENCY PROGRAMS TRAINING FUTURE HEALTHCARE PROFESSIONALS. ---WE ARE ORLANDO'S HEALTHCARE--- AS A NOT-FOR-PROFIT HEALTHCARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY THROUGHOUT THE GREATER ORLANDO AREA. ORLANDO HEALTH'S PHYSICIANS, TEAM MEMBERS AND VOLUNTEERS KNOW THAT HEALTHCARE EXTENDS BEYOND THE WALLS OF THE HOSPITAL. OUR DEDICATED MEDICAL PROFESSIONALS AND VOLUNTEERS OFTEN CONTRIBUTE TO THE COMMUNITY OUTSIDE OF THE HOSPITAL, EDUCATING THEIR NEIGHBORS AND PROVIDING MEDICAL CARE TO OTHERS IN THE REGION. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTING HEALTH, WELL-BEING AND A CARING SPIRIT THROUGHOUT THE COMMUNITY BY ORGANIZING AND PROVIDING SERVICES RANGING FROM WELLNESS EVENTS AND SCREENINGS, TO FLU SHOTS AND HIGH SCHOOL PHYSICALS. THESE ACTIVITIES BRING LITTLE OR NO PAYMENT TO OUR HOSPITALS, BUT ARE SUSTAINED BECAUSE THEY ARE VALUABLE TO OUR REGION AND SUPPORT OUR MISSION. ---COMMUNITY PROGRAMS AND SERVICES--- COMMUNITY OUTREACH SPEAKER'S BUREAU SUPPORT / EDUCATION GROUPS COMMUNITY WELLNESS COMMUNITY HEALTH FAIRS PASTORAL OUTREACH AND SPIRITUAL CARE ---COMMUNITY CLINICAL SUPPORT SERVICES--- ORLANDO HEALTH SUPPORTS THE MISSION OF COMMUNITY ORGANIZATIONS THAT PROVIDE ACCESS TO PRIMARY CARE SERVICES. THE FACILITIES THAT MAKE UP THE ORLANDO HEALTH FAMILY ENJOY A LONG HISTORY OF WORKING WITH THE COMMUNITIES THEY SERVE. EACH IS COMMITTED TO STRENGTHENING ITS SURROUNDING NEIGHBORHOODS, CITIES AND COUNTIES. CHARITY CARE SERVICES ARE AN IMPORTANT COMPONENT OF ANY NOT-FOR-PROFIT HOSPITAL'S OPERATION AND REMAIN AT THE EPICENTER OF THE ORLANDO HEALTH COMMUNITY BENEFIT INITIATIVE. CHARITY CARE PROVIDES MEDICAL ATTENTION TO OUR REGION'S MOST VULNERABLE PEOPLE, MANY OF WHOM WOULD NOT OTHERWISE HAVE ACCESS TO MEDICAL CARE AND ATTENTION. ---CARING FOR THE UNINSURED THROUGH COLLABORATION IN THE COMMUNITY--- PRIMARY CARE ACCESS NETWORK CENTRAL FLORIDA FAMILY HEALTH CENTER COMMUNITY HEALTH CENTERS, INC. HEALTH CARE CENTER FOR THE HOMELESS ORANGE COUNTY HEALTH SERVICES SHEPHERD'S HOPE MEDICAL CENTERS ---LEVEL ONE TRAUMA CENTER--- ORLANDO MEDICAL CENTER (OMC) IS HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THIS STATE-DESIGNATED CENTER IS CAPABLE OF DELIVERING THE HIGHEST LEVEL OF EXPERTISE AND CARE IN THE SHORTEST POSSIBLE TIME. OMC'S LEVEL ONE TRAUMA CENTER PROVIDED SPECIALIZED CARE FOR CRITICALLY INJURED OR CRITICALLY-ILL PEOPLE WITHIN A 90-MILE RADIUS AND MORE THAN 69,042 PATIENTS VISITED OMC'S EMERGENCY DEPARTMENT. IN ADDITION TO TRAUMA CARE, THE LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVES AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING IN GREATER ORLANDO. IN 2010, AIR CARE TRANSPORTED 1470 TRAUMA PATIENTS. BERT MARTIN'S CHAMPIONS FOR CHILDREN EMERGENCY DEPARTMENT & TRAUMA CENTER AT ARNOLD PALMER HOSPITAL PROVIDES LEVEL ONE TRAUMA CARE TO PEDIATRIC PATIENTS. IN 2010, THROUGH MORE THAN 48,859 VISITS, PEDIATRIC PATIENTS RECEIVED SPECIALIZED EMERGENCY CARE AND OUR TEAM RESPONDED TO 181 TRAUMA ALERTS. ---WOMEN'S AND CHILDREN'S HEALTH SERVICES--- - MATERNAL EDUCATION CENTER - CHILD LIFE HOWARD PHILLIPS CENTER FOR CHILDREN & FAMILIES. THE HOWARD PHILLIPS CENTER (HPC) IS A CENTER OF EXCELLENCE, HELPING CHILDREN, HEALING FAMILIES AND STRENGTHENING COMMUNITIES. HPC CONTINUES TO PROVIDE: HEALTHCARE TO TEENS FROM LOW INCOME FAMILIES; SUPPORT AND EDUCATION FOR NEW PARENTS SO THEY MAY BUILD BETTER LIVES FOR THEMSELVES AND THEIR CHILDREN; MUCH NEEDED THERAPEUTIC SUPPORT FOR BABIES AND TODDLERS WITH DEVELOPMENTAL DISABILITIES AND DELAYS; AND A SAFE PLACE FOR CHILDREN TO RECOVER AND HEAL FROM THE TRAUMA OF ABUSE AND NEGLECT. IN FY 2009-2010, MORE THAN 11,200 CHILDREN AND THEIR FAMILIES WERE SERVED BY HPC. ---RESEARCH--- RESEARCH IS A KEY COMPONENT IN MAKING ORLANDO HEALTH A STATE-OF-THE-ART HEALTHCARE FACILITY IN CENTRAL FLORIDA. CLOSE TO $ 1.5 MILLION IN RESEARCH WAS COMPLETED IN 2010. ADDITIONAL FUNDS ARE CONTINUALLY SECURED FOR ONGOING RESEARCH ACTIVITIES OF THE ORGANIZATION, CONTINUING TO MAKE LEADING-EDGE TREATMENTS AVAILABLE TO PATIENTS. PRESENTLY OVER 600 PATIENTS WITH A VARIETY OF CANCER TYPES ARE BEING FOLLOWED ON CLINICAL TRIALS, MORE THAN HALF OF THEM ARE NEWLY ENROLLED OR IN ACTIVE TREATMENT. CLINICAL RESEARCH IS WELL INTEGRATED INTO THE ENTIRE CURRICULUM OF THE MEDICAL EDUCATION AND RESIDENCY PROGRAM, ENABLING RESIDENTS TO LEARN ABOUT RESEARCH ON A REGULAR BASIS AND TEACHING THEM THE METHODS OF INCORPORATING RESEARCH INTO THE PRACTICE OF MEDICINE. ---HEALTH EDUCATION--- - GRADUATE MEDICAL EDUCATION: COMMITMENT TO MEDICAL EDUCATION AS PART OF OUR CORE MISSION WE ARE THE ONLY DESIGNATED TEACHING HOSPITAL IN CENTRAL FLORIDA AND THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND 14 FELLOWSHIP PROGRAMS. WE SERVE AS A VALUABLE TRAINING SITE FOR MEDICAL STUDENTS FROM FLORIDA STATE UNIVERSITY, UNIVERSITY OF FLORIDA AND UNIVERSITY OF SOUTH FLORIDA, AS WELL AS FROM SCHOOLS THROUGHOUT THE UNITED STATES. ORLANDO HEALTH IS ALSO A MAJOR CLINICAL AND COMMUNITY PARTNER WITH THE UNIVERSITY OF CENTRAL FLORIDA'S COLLEGE OF MEDICINE, PROVIDING FACULTY TO THE PROGRAM, AS WELL AS FINANCIAL SCHOLARSHIPS TO THE INAUGURAL CLASS OF MEDICAL STUDENTS. ---NURSING AND ALLIED HEALTH PROFESSIONS--- IN RESPONSE TO THE NURSING AND NURSING FACULTY SHORTAGE, ORLANDO HEALTH UNDERWRITES KEY FACULTY POSITIONS AT LOCAL SCHOOLS, INCLUDING VALENCIA COMMUNITY COLLEGE, SEMINOLE STATE COLLEGE, THE UNIVERSITY OF CENTRAL FLORIDA AND W.R. BOONE HIGH SCHOOL HEALTHCARE ACADEMY. THESE PROGRAMS INCLUDE FACULTY FOR NURSING, RADIOLOGY, CARDIOVASCULAR TECHNOLOGY AND A HIGH SCHOOL HEALTHCARE ACADEMY INSTRUCTOR. CLINICAL PASTORAL EDUCATION IS ALSO PROVIDED BY THE SPIRITUAL CARE DEPARTMENT WITH A CLINICAL SETTING FOR STUDENTS PURSUING A PROFESSION IN PASTORAL CARE OR CHAPLAINCY. ---VALUE TO THE COMMUNITY--- FISCAL YEAR 2010: BY OFFERING THE BEST QUALITY OF CARE, RESPONDING TO COMMUNITY NEEDS AND CONCENTRATING RESOURCES IN AREAS THAT TRULY MAKE A DIFFERENCE, ORLANDO HEALTH MAINTAINS A RICH TRADITION OF PROVIDING BENEFIT TO THE COMMUNITY. OUR COMMUNITY BENEFIT EFFORT IS A MEASURED APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS, PARTICULARLY IN THE VULNERABLE, UNINSURED AND UNDERSERVED COMMUNITIES. AS A NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION, ORLANDO HEALTH IS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE WE SERVE. ORLANDO HEALTH IS COMMITTED TO CHARITY CARE, WHICH IS THE PROVISION OF MEDICAL ATTENTION AND SERVICES TO THE REGION'S MOST VULNERABLE AND UNINSURED, REGARDLESS OF A PATIENT'S ABILITY TO PAY, A PATIENT'S INSUFFICIENT HEALTH INSURANCE COVERAGE, OR THE EXISTENCE OF ANY GOVERNMENT-SPONSORED PROGRAMS COVERING THE FULL COST OF SERVICES. IN FISCAL YEAR 2010, ORLANDO HEALTH PROVIDED $77,750,069 IN CHARITY CARE, AS WELL AS $39,787,238 IN COMMUNITY BENEFIT PROGRAMS AND SERVICES AND $23,883,234 IN MEDICAID SHORTFALLS. ---COMMUNITY PARTNERSHIPS--- THE TRUE VALUE OF COMMUNITY BENEFIT IS DERIVED NOT FROM PROGRAMS AND SERVICES THAT AN ORGANIZATION PROVIDES, BUT FROM THE RELATIONSHIPS IT CULTIVATES. ORLANDO HEALTH HAS BEEN FORTUNATE TO PROVIDE BENEFITS BEYOND TRADITIONAL HEALTHCARE PROGRAMS THROUGH PARTNERSHIP OPPORTUNITIES WITH OVER 126 ORGANIZATIONS. 1356818505 true true false true false false false false false true false true false true true false false true false false true true false true true false false false false false false false false true true false false false false false true true false false true 776 0 true 15120 true true true true CJ false false false false false false false 16 11 true false false false true true false true true false false true true true true true true true true true false X Paul A Goldstein 3218415155 1414 Kuhl Avenue Orlando FL 32806 Linda W Chapin 5.0 X 0 0 0 Meg Crofton 5.0 X 0 0 0 Arnold Einhorn MD 5.0 X 62271 0 0 Lennard Greenbaum MD 5.0 X 0 0 0 Jamal Hakim MD 5.0 X 0 0 0 Joshua High 5.0 X 0 0 0 Kathy Johnson 5.0 X 0 0 0 Marilyn M King 5.0 X 0 0 0 Harvey Kobrin 5.0 X 0 0 0 George Koehn 5.0 X 0 0 0 Edward J Manning 5.0 X 0 0 0 Rex V McPherson II 5.0 X 0 0 0 Dianna Morgan 5.0 X 0 0 0 Ray Sandhagen 5.0 X 0 0 0 Conrad Santiago 5.0 X 0 0 0 Sanford C Shugart PhD 5.0 X 0 0 0 Mildred D Beam 40.0 X 320408 0 54533 John W Bozard 40.0 X 530748 0 124624 Nancy G Dinon 40.0 X 288531 0 94356 Keith Eggert 40.0 X 290554 0 63203 P Shannon Elswick 40.0 X 462336 0 92913 Stephen M Glazier 40.0 X 244040 0 51847 Paul A Goldstein 40.0 X 367985 0 100085 Myra J Hancock 40.0 X 184108 0 65925 Stephan J Harr 40.0 X 529569 0 120745 John Hillenmeyer 40.0 X 998093 0 254433 Karl W Hodges 40.0 X 283370 0 86354 David F Huddleson 40.0 X 145414 0 35383 Mark A Jones 40.0 X 265148 0 64043 John A Marzano 40.0 X 262479 0 55305 Robert A Miles 40.0 X 268318 0 75176 Anne G Peach 40.0 X 215568 0 65058 John R Schooler 40.0 X 369397 0 110654 Sherrie H Sitarik 40.0 X 556878 0 132275 Kathy A Swanson 40.0 X 362187 0 73300 Jay L Falk 40.0 X 379880 0 107492 Javier A Lafuente 40.0 X 2565673 0 40115 Gregory Thomas Simmons 40.0 X 787236 0 0 Mark W Munro 40.0 X 785104 0 63896 Andrew R Burgess 40.0 X 755475 0 48729 Dennis Raymond Knapp Jr 40.0 X 573183 0 69349 12853953 0 2049793 355 false true false Robins Mortin Group 400 Shades Creek Parkway Ste 200 BIRMINGHAM AL 35209 General Contractor 20885713 Sodexho Inc 9801 Washington Blvd GAITHERSBURG MD 20878 FOOD MGMT SRVCS 16269161 Jack Jennings Sons Inc 1030 Wilfred Dr ORLANDO FL 32803 Construction Service 8402094 Variety Children's Hospital Inc 3100 SW 62nd Ave MIAMI FL 33155 Professional Service 5494261 Crothall Laundry Services Inc 955 Chesterbrook Blvd Ste 300 ROCHESTER PA 19087 Laundry Services 4506640 245 8622936 564324 2718664 11905924 Net Patient Service Revenue 621500 1609124639 1598861126 10263513 Other Patient Revenue 621990 34427879 34427879 INC EXEMPT AFFILIATE 621990 762697 762697 1644315215 13800258 -1309 13801567 2189104 2189104 0 1228177 1667407 -439230 -439230 -439230 446175620 2898772 431764103 3040124 14411517 -141352 14270165 14270165 0 0 0 Gift Shop 446199 1593688 1593688 Parking Garage 621990 920147 920147 Physicians Answering Service 561499 341550 341550 129416 129416 2984801 1689026237 1634051702 10603754 32464857 1037798 1037798 0 0 0 9254619 4274880 3759634 1220105 0 611807450 553015596 57103208 1688646 17971126 15807349 2163777 73776789 64423324 8976779 376685 42805816 37725021 4892629 188166 41989156 41989156 5312994 5312994 444651 444651 158475 158475 60131 60131 41138 41138 47972821 39121078 8851743 6775236 6666834 108402 286123930 281803819 3580459 739652 22563791 13413666 9083370 66755 0 62125724 36144418 25277622 703684 2586474 929883 1606375 50216 0 334681 291710 33468 9503 37957739 34092014 3865725 0 91855423 89695486 2104566 55371 33893773 31963147 1930626 Regulatory Assessment 18736181 18736181 Bad Debt Expense 117598596 117598596 Discharge Support 5010719 5010719 Eligibility Fees 10125785 10125785 All other expenses 16651649 11733820 4811635 106194 1564972665 1356818505 202780649 5373510 36169004 44955526 192157333 34182947 217003260 221341573 17013891 16263061 34586627 35850543 1848118883 986651140 853276494 861467743 488079633 715015265 9061169 26256096 111973672 104579965 1959321083 2059912719 147533900 144291332 771320923 780082768 767409 705071 197284706 199760452 1116906938 1124839623 X 791188346 877462879 50651850 57030794 573949 579423 842414145 935073096 1959321083 2059912719 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 83600 true true 74875 158475 OTHER POLITICAL ACTIVITIES SCHEDULE C, PART II-B, LINE I ASSESSING CURRENT STATE AND FEDERAL LEGISLATION WITH CONSULTANTS WHO ADVISE HOW THE LEGISLATION WOULD AFFECT THE ORGANIZATION. 56267938 56267938 613140387 225009636 388130751 6128925 6128925 1118545399 751091843 367453556 54036234 10549661 43486573 861467743 Investment in Related Parties 8343296 CASH SURRENDER VALUE LIFE INS 12407084 Due from Affiliates 67361583 Deposits 7492261 Gift Annuity Trust 3868491 Other Assets 5107250 104579965 0 Malpractice Liability 96278255 Regulatory Assesments 764175 Accrued Interest 15902728 Due to Third Party Payors 42971270 Other Liabilities 8010196 Swap Liability 35833828 199760452 AFS NOTE - INCOME TAXES 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 1985, AS AMENDED. THE OTHER CONSOLIDATING ENTITIES ARE ORGANIZED AS FOR-PROFIT CORPORATIONS, BUT HAVE PRODUCED NET OPERATING LOSSES TO DATE. ACCORDINGLY, IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION, THESE ENTITIES HAVE RECOGNIZED DEFERRED TAX ASSETS ASSOCIATED WITH THEIR NET OPERATING LOSSES, ALONG WITH A FULL VALUATION ALLOWANCE SINCE IT IS UNLIKELY THAT THESE DEFERRED TAX ASSETS WILL BE REALIZED. Central America and the Caribbean 1 1 Program Services CAPTIVE INSURANCE 76075 East Asia and the Pacific Investments Europe (Including Iceland and Greenland) Investments 1 1 76075 X X true DIRECT LINE TECHNOLOGIES TELEPHONE SOLICITING false 389625 SINCLAIR TOWNES COMPANY FUNDRAISING CONSULTING false 6127 395752 true true X true X true X true true false true true 77750069 0 77750069 0.05370 279779907 269083607 10696300 0.00740 583458 0 583458 0.00040 358113434 269083607 89029827 0.06150 15450286 0 15450286 0.01000 33201184 8806711 24394473 0.01690 0 0 0 0.00000 1478000 104713 1373287 0.00090 1133583 0 1133583 0.00070 51263053 8911424 42351629 0.02850 409376487 277995031 131381456 0.09000 true 27153516 254499485 317709123 -63209638 X true true Orlando Regional Medical Center X X X X Dr P Phillips Hospital

9400 Turkey Lake Rd Orlando FL 32819

X X X Winnie Palmer Hospital for Women & Babie

82 W Miller Orlando FL 32806

X X X NEONATAL UNIT South Seminole Hospital

555 W SR 434 Longwood FL 32279

X X X Lucerne Hospital

818 Main Lane Orlando FL 32806

X inpatient rehab care Arnold Palmer Hospital for Children

92 W Miller Orlando FL 32806

X X X X N/A OUR COMMUNITY BENEFIT REPORT FOR FY 2009 WAS PREPARED BY OUR OFFICE. THE BEST AVAILABLE DATA WAS USED TO CALCULATE THE COST AMOUNTS REPORTED IN LINE 7. THE AMOUNTS OF COSTS REPORTED ON LINE 7 PART I OF SCHEDULE H, WERE DETERMINED BY UTILIZATION OF A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 AS CONTAINED IN THE SCHEDULE H INSTRUCTIONS. NOT APPLICABLE; ORLANDO HEALTH DOES NOT INCLUDE COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC AS SUBSIDIZED HEALTH SERVICES. BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES IS $117,598,596. OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $1,564,972,665. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $117,598,596. THIS LEFT A TOTAL EXPENSE OF $1,447,374,069 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). THE COST OF BAD DEBT AS REFLECTED IN PART III, LINE 2, WAS CALCULATED USING A COST-TO-CHARGE RATIO. BOTH DISCOUNTS AND PAYMENTS TO ACCOUNTS WILL REDUCE THE BAD DEBT EXPENSE, SHOULD THE ACCOUNT BE REPORTED AS BAD DEBT. THAT IS TO SAY, DISCOUNTS APPLIED TO ACCOUNTS ARE NOT REVERSED PRIOR TO DECLARING, ADJUSTING AND/OR WRITING OFF ACCOUNTS AS BAD DEBT. ALL ACCOUNTS WHICH ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT ARE REVIEWED TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE. IF SUFFICIENT DOCUMENTATION WAS NOT PROVIDED BY THE ACCOUNT HOLDER, ORLANDO HEALTH USES PREDICTIVE ANALYTICS TO DETERMINE IF THE ACCOUNT HOLDER QUALIFIES FOR FINANCIAL ASSISTANCE AND CAN BE APPLIED. FOR ACCOUNTS ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT USES DATA DERIVED FROM THIRD PARTIES WHICH INCLUDE, BUT ARE NOT LIMITED TO DEMOGRAPHIC VERIFICATION, INCOME VERIFICATION, HOUSEHOLD SIZE VERIFICATION, PAYMENT HISTORY INFORMATION, PROPERTY OWNERSHIP INFORMATION, OCCUPATION INFORMATION, VEHICLE OWNERSHIP HISTORY AND VALUES AND HOME OWNERSHIP HISTORY AND VALUES. ONCE THIS DATA LOGIC IS APPLIED, IT BECOMES APPARENT IF THE ACCOUNT QUALIFIES FOR FINANCIAL ASSISTANCE. IF THE ACCOUNT DOES QUALIFY, PREVIOUS UNINSURED DISCOUNTS, BAD DEBT ADJUSTMENTS AND/OR WRITE OFFS ARE REVERSED AND THE NEW BALANCE REFLECTED IS RECLASSIFIED AS FINANCIAL ASSISTANCE OR CHARITY. THE AUDITED FINANCIAL STATEMENT'S FOOTNOTE REGARDING BAD BEBT: THE PROVISION FOR BAD DEBT EXPENSE IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS OF ACCOUNTS RECEIVABLE CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AND CHARGED TO THE PROVISION FOR BAD DEBTS AFTER COLLECTION EFFORT HAS BEEN FOLLOWED IN ACCORDANCE WITH THE SYSTEM'S POLICIES. RECOVERIES ARE TREATED AS A REDUCTION TO THE PROVISION FOR BAD DEBTS. PERIODICALLY, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCES BY PAYOR CATEGORY. RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES AND PROVISION FOR BAD DEBTS. THE COSTING METHODOLOGY USED TO REPORT THE AMOUNT REPORTED ON LINE 6 AS MEDICARE ALLOWABLE COSTS OF CARE RELATING TO PAYMENTS RECEIVED FROM MEDICARE WAS CALCULATED USING THE COST-TO-CHARGE RATIO AS PRESCRIBED IN THE IRS FORM INSTRUCTIONS. ORLANDO HEALTH DOES NOT CURRENTLY INCLUDE MEDICARE SHORTFALL AS A COMMUNITY BENEFIT. HOWEVER, AS A NOT-FOR-PROFIT ORGANIZATION WE PROVIDE EMERGENCY AND REQUIRED CARE TO ALL PATIENTS REGARDLESS OF THEIR FINANCIAL STATUS. DESPITE THE MEDICARE SHORTFALL, NOT-FOR-PROFIT HOSPITALS MUST AND WILL CONTINUE TO CARE FOR THE MEDICARE POPULATION AND ACCEPT THE MEDICARE REIMBURSEMENT RATE. CARING FOR THE MEDICARE PATIENT POPULATION FULFILLS A COMMUNITY NEED AND RELIEVES A GOVERNMENT BURDEN AS THIS CLASS OF PATIENTS TYPICALLY HAS LOW AND/OR FIXED INCOMES. THE MEDICARE PATIENT POPULATION IS LARGE AND THE LACK OF SUFFICIENT REIMBURSEMENT TO COVER THE COST OF PROVIDING CARE FOR THESE PATIENTS NECESSITATES THAT NOT-FOR-PROFIT HOSPITALS USE OTHER FUNDS TO COVER THE DEFICIT. NOT-FOR-PROFIT HOSPITALS HAVE A RESPONSIBILITY TO WORK TOWARD IMPROVED HEALTH IN THE COMMUNITIES THEY SERVE AND CARING FOR THE MEDICARE PATIENTS, DESPITE THE SHORTFALL OF REIMBURSEMENT, IS A DIRECT COMMUNITY BENEFIT AND PROVIDES VALUE DIRECTLY TO THE COMMUNITIES SERVED. COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL AVAILABLE DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT IS REMITTED TO COLLECTION. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. ORLANDO HEALTH DOES NOT CURRENTLY CONDUCT A FORMAL ANNUAL HEALTH CARE NEEDS ASSESSMENT. HOWEVER, THE ORGANIZATION DOES ASSESS THE SERVICES NEEDED AS PART OF OUR STRATEGY, PLANNING AND BUDGETING PROCESS AND HAS PROCESSES IN PLACE TO ENSURE THE ORGANIZATION IS REACTIVE TO COMMUNITY HEALTH NEEDS. EXAMPLES OF HOW ORLANDO HEALTH RESPONDS TO COMMUNITY NEEDS ARE AS FOLLOWS: 1. GOVERNING BOARDS ARE COMPOSED OF INDIVIDUALS BROADLY REPRESENTATIVE OF THE COMMUNITY, COMMUNITY LEADERS AND THOSE WITH SPECIALIZED MEDICAL TRAINING AND EXPERTISE; 2. PARTNERSHIP WITH LOCAL AREA GROUPS AND ASSOCIATIONS TO ATTEND TO THE HEALTH CARE NEEDS OF THE ORLANDO HEALTH COMMUNITY; 3. SPONSORSHIP AND PARTICIPATION IN COMMUNITY HEALTH FAIRS, COMMUNITY FITNESS, WELLNESS EVENTS AND OTHER OUTREACH EVENTS; AND 4. TRANSITION SERVICES POST-DISCHARGE PATIENT FOLLOW-UP RELATED TO THE ON-GOING CARE AND TREATMENT OF PATIENTS TO PREVENT UNNECESSARY ADMISSIONS AND POTENTIAL RE-ADMISSIONS. ORLANDO HEALTH MEETS THE NEEDS OF THE COMMUNITY THROUGH ITS EDUCATION, RESEARCH AND PATIENT CARE PROGRAMS. THE SPECIFIC NEEDS TARGETED BY THESE PROGRAMS HAVE BEEN IDENTIFIED BY THE EXPERIENCE OF COMMUNITY HOSPITAL ADVISORY COUNCILS, NEIGHBORHOOD OUTREACH AND THROUGH COMMUNITY NEEDS ASSESSMENTS THAT IDENTIFIED HEALTH PROBLEMS IN THE COMMUNITIES SERVED BY THE HOSPITALS. ORLANDO HEALTH SPONSORS A VARIETY OF PROGRAMS FOR AT-RISK POPULATIONS, FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS AND SPECIAL NEEDS GROUPS, AS WELL AS FOR THE BROADER COMMUNITY. ORLANDO HEALTH FOLLOWS AN ESTABLISHED PROCESS TO INFORM ALL PATIENTS OF ITS CHARITY CARE AND UNINSURED DISCOUNT POLICIES. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, UNINSURED PATIENTS ARE INFORMED OF THE HOSPITAL'S CHARITY CARE POLICY AND OTHER FINANCIAL ASSISTANCE. FINANCIAL INFORMATION IS SECURED FOR ALL UNINSURED PATIENTS TO SCREEN FOR POSSIBLE ENROLLMENT IN FEDERAL, STATE, AND LOCAL PROGRAMS. ORLANDO HEALTH HAS CONTRACTED DEDICATED ORGANIZATIONS THAT ASSIST THE PATIENT WITH THEIR ENROLLMENT PROCESS ALL THE WAY TO APPROVAL OR DENIAL BY THE RESPECTIVE AGENCIES. FOR UNINSURED PATIENTS THAT ARE DENIED COVERAGE OR DO NOT MEET THE COVERAGE CRITERION FOR A RESPECTIVE AGENCY, ORLANDO HEALTH THEN SCREENS THE PATIENT FOR CHARITY ELIGIBILITY. IT IS ORLANDO HEALTH'S OBJECTIVE TO PROVIDE CHARITY CARE TO OUR PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY. ORLANDO HEALTH CURRENTLY OPERATES 6 HOSPITALS IN THE CENTRAL FLORIDA REGION, WHICH HAS OVER TWO MILLION RESIDENTS AND THOUSANDS OF INTERNATIONAL VISITORS ANNUALLY. ORLANDO HEALTH HAS MORE THAN 13,700 EMPLOYEES AND 2,200 PHYSICIANS ON STAFF. WE ARE CENTRAL FLORIDA'S FIFTH LARGEST EMPLOYER AND HAVE BEEN SELECTED AS AN "EMPLOYER OF CHOICE. " WE ARE OUR COMMUNITY'S ONLY STATUTORY TEACHING HOSPITAL OFFERING GRADUATE MEDICAL EDUCATION WHERE WE ARE THE INSTITUTIONAL SPONSOR OF SEVEN RESIDENCY AND 14 FELLOWSHIP PROGRAMS. ORLANDO HEALTH FACILITIES ENCOMPASS 1,700 FULLY CERTIFIED BEDS, ADVANCED MEDICAL TREATMENTS AND PROCEDURES AND HIGHLY QUALIFIED STAFF. ORLANDO HEALTH IS COMPRISED OF ORLANDO REGIONAL MEDICAL CENTER (ORMC), ARNOLD PALMER HOSPITAL FOR CHILDREN, WINNIE PALMER HOSPITAL FOR WOMEN & BABIES, DR. P. PHILLIPS HOSPITAL, AND SOUTH SEMINOLE HOSPITAL. ORMC IS HOME TO THE REGION'S ONLY LEVEL ONE TRAUMA CENTER. THIS STATE-VERIFIED CENTER IS CAPABLE OF DELIVERING THE HIGHEST LEVEL OF EXPERTISE AND CARE IN THE SHORTEST TIME POSSIBLE. ORMC'S LEVEL ONE TRAUMA CENTER PROVIDES SPECIALIZED CARE FOR CRITICALLY INJURED OR CRITICALLY ILL PEOPLE WITHIN A 90-MILE RADIUS, AND MORE THAN 233,100 PATIENTS VISITED OUR EMERGENCY DEPARTMENTS IN 2010. ARNOLD PALMER HOSPITAL IS THE FIRST FACILITY IN CENTRAL FLORIDA TO PROVIDE EMERGENCY CARE EXCLUSIVELY FOR PEDIATRICS. IN ADDITION TO TRAUMA CARE, THE LEVEL ONE TRAUMA CENTER AND AIR CARE TEAM SERVE AS AN INTEGRAL RESOURCE FOR DISASTER READINESS AND RESPONSE PLANNING ON GREATER ORLANDO. AIR CARE TRANSPORTED 1,470 TRAUMA PATIENTS IN 2010. ORLANDO HEALTH'S PRIMARY SERVICE AREA IS COMPRISED OF ORANGE, OSCEOLA, SEMINOLE AND LAKE COUNTIES. THE MEDIAN HOUSEHOLD INCOME IN THESE COUNTIES IS $68,355. 10 PERCENT OF HOUSEHOLDS IN CENTRAL FLORIDA ARE BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE FOUR COUNTY AREA IS 23% AND THERE ARE ELEVEN FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS PRESENT IN THE COMMUNITY. COMMUNITY OUTREACH ACTIVITIES INCLUDE SPEAKER'S BUREAU, SUPPORT/EDUCATION GROUPS, WELLNESS ACTIVITIES, HEALTH FAIRS, CLINICAL SCREENINGS AND ASSESSMENTS, MEDICAL EDUCATION, RESEARCH, WOMEN, CHILDREN AND SENIOR HEALTH INITIATIVES, PUBLIC PROGRAM ENROLLMENT ASSISTANCE AND POST-ACUTE CARE FOR HOMELESS AND UNINSURED, SPONSORSHIPS, SCHOOL INITIATIVES, DONATED MEETING SPACE AND SPIRITUAL CARE. AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY INDIVIDUALS AND FAMILIES THROUGHOUT CENTRAL FLORIDA. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTE HEALTH, WELL-BEING AND A CARING SPIRIT BY DIRECTING EMPLOYEE TIME AND TALENT TO SERVE ON COMMUNITY COLLABORATION BOARDS. ORLANDO HEALTH WORKS WITH NEIGHBORHOOD RESOURCES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS BY SUPPORTING PROGRAMS THAT TARGET COMMUNITY WELLNESS, DISEASE PREVENTION AND ENVIRONMENTAL PROBLEMS. ORLANDO HEALTH FOSTERS PARTNERSHIPS WITH OTHER COMMUNITY AGENCIES IN ITS SERVICE AREA THAT WORK COLLABORATIVELY TO HELP THOSE IN NEED AND TO IMPROVE THE HEALTH AND SAFETY OF THE RESIDENTS OF THE COMMUNITY. BOTH CASH AND IN-KIND DONATIONS ARE MADE ANNUALLY TO THESE VARIOUS LOCAL CHARITABLE ORGANIZATIONS. ORLANDO HEALTH ADDRESSES VARIOUS COMMUNITY CONCERNS, INCLUDING HEALTH IMPROVEMENT, EDUCATION, POVERTY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. THE KEY COMPONENT OF A NON-PROFIT ORGANIZATION IS THAT THE ORGANIZATION SERVES A BROAD, INDEFINITE CHARITABLE CLASS. ONE OF THE KEY INDICATORS THAT AN ORGANIZATION SERVES THE BROADER COMMUNITY IS CONTROL OF THE ORGANIZATION BY INDEPENDENT COMMUNITY LEADERS. ORLANDO HEALTH AND ITS HOSPITAL GOVERNING BOARD ARE MADE UP OF MEMBERS OF THE COMMUNITY WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT THE MISSION OF ORLANDO HEALTH AND ITS AFFILIATES. DIRECTORS ARE SELECTED ON THE BASIS OF THEIR EXPERTISE AND EXPERIENCE AND THEY ARE NOT COMPENSATED FOR THEIR SERVICES. ORLANDO HEALTH'S VOLUNTEER BOARD BALANCE FINANCIAL DECISIONS ON COMMUNITY CONCERNS AND SOCIAL RESPONSIBILITY. ORLANDO HEALTH OPERATES AN OPEN MEDICAL STAFF BY EXTENDING MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN CENTRAL FLORIDA. ORLANDO HEALTH'S CREDENTIALING PROCESS IS GUIDED BY POLICIES AND PROCEDURES THAT STANDARDIZE THE PROCESS. THIS PRESCRIBED CREDENTIALING PROCESS ENSURES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS. SURPLUS FUNDS ARE RETAINED BY ORLANDO HEALTH AND USED TO FURTHER CHARITABLE PURPOSES AND ACTIVITIES. SURPLUS FUNDS FOR ORLANDO HEALTH AND ITS AFFILIATES ARE REINVESTED AND USED IN CARRYING OUT THE MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. ORLANDO HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM FOR WHICH WE ARE ABLE TO PROVIDE COMPREHENSIVE SERVICES TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OUR COMMUNITY SERVED. AS AN INTEGRATED HEALTH SYSTEM, ORLANDO HEALTH HAS SEVERAL SUPPORT ORGANIZATIONS TO ENSURE WE MEET THE COMMUNITY'S NEEDS. ORLANDO CANCER CENTER, INC. HAS MADE SIGNIFICANT CONTRIBUTIONS TO THE CARE OF OUR CANCER PATIENTS. ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER WITH ORLANDO HEALTH, INC., OUR COMMITMENT TO THE TREATMENT OF OUR CANCER FOR OUR COMMUNITY IS BACKED BY EXPERTISE AND RESOURCES TO DELIVER HIGH-QUALITY PATIENT CARE FROM DIAGNOSIS THROUGH TREATMENT AND CONTINUING THROUGH THE END OF LIFE. ORLANDO HEALTH NETWORK, INC. SERVES AS AN INTEGRAL COMPONENT OF ORLANDO HEALTH'S HEALTH SYSTEM BY PROVIDING AN INTEGRATED DELIVERY SYSTEM OF PRIMARY CARE PHYSICIAN SERVICES, SPECIALTY PHYSICIAN SERVICES, OCCUPATIONAL HEALTH SERVICES, REHABILITATION HEALTH SERVICES AND BEHAVIORAL HEALTH SERVICES. ORLANDO HEALTH PHYSICIAN PARTNERS, INC. ALSO SERVES AS AN INTEGRAL COMPONENT OF ORLANDO HEALTH'S HEALTH SYSTEM BY PROVIDING CARDIOLOGY PHYSICIAN SERVICES TO OUR PATIENTS AND COMMUNITY SERVED. HEALTHCARE PURCHASING ALLIANCE, INC. SERVES ORLANDO HEALTH'S INTEGRATED HEALTH SYSTEM BY PROVIDING VALUE THROUGH CENTRALIZED PURCHASING SERVICES TO ITS PATRON HOSPITALS THEREBY HELPING TO REDUCE THE COSTS ASSOCIATED WITH PROVIDING SERVICES TO OUR COMMUNITY. ORLANDO HEALTH FOUNDATION, INC. IS THE PHILANTHROPIC HEART OF ORLANDO HEALTH'S INTEGRATED HEALTH SYSTEM AND HAS BEEN INSTRUMENTAL IN RAISING FUNDS FOR CAPITAL IMPROVEMENTS AND RENOVATIONS TO OUR HOSPITALS, SUPPORTING PROGRAMS AND THE ACQUISITION OF LIFE-SAVING EQUIPMENT FOR OUR AFFILIATES. THROUGH ORLANDO HEALTH'S AFFILIATED HEALTH CARE SYSTEM, WE PROVIDED APPROXIMATELY $225 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS. true American Heart Association 237 E Marks St Orlando FL 32803 135613797 501(c)(3) 145000 Sponsorship Fee A Gift For Teaching Inc 6501 Magic Way Suite 400-C Orlando FL 32809 593515162 501(c)(3) 10000 Sponsorship Fee Orange County Healthy Start Coalition Inc 600 Courtland St Suite 565 Orlando FL 32804 593125675 501(C)(3) 22500 Sponsorship Fee Hispanic Heritage Schlrshp Fund Metro Orl 315 E Robinson St Suite 465 Orlando FL 32801 010807279 501(c)(3) 20000 Sponsorship Fee Historical Society of Central Florida Inc 65 E Central Blvd Orlando FL 32801 591860444 501(c)(3) 6000 Sponsorship Fee Orlando Repetory Theatre Inc 1001 E Princeton St Orlando FL 32803 591056385 501(c)(3) 15000 Sponsorship Fee Ronald McDonald House of Charities Central FL 1030 N Orange Ave Suite 105 Orlando FL 32801 593211250 501(c)(3) 11000 Sponsorship Fee Adventist Health System - Sunbelt Inc 601 E Rollins St Orlando FL 32803 590724459 501(c)(3) 6000 Sponsorship Fee University of Central Florida Found 12424 Research Parkway Suite 140 Orlando FL 32806 596211832 501(c)(3) 371000 Medical School Scholarship, Sponsorships Central Florida Black Nurses Assoc PO Box 585142 Orlando FL 32858 593288443 501(c)(3) 10000 Scholarship Central Florida YMCA 433 N Mills Avenue Orlando FL 32803 590624430 501(c)(3) 10000 Sponsorship Fee Foundation for Seminole State College of Florida 100 Weldon Blvd Sanford FL 32773 237033822 501(c)(3) 83300 Sponsorship Fee Grace Medical Home Inc 51 Pennsylvania Street Orlando FL 32806 261817966 501(c)(3) 75000 Sponsorship Fee Healthcare Center for the Homeless Inc 232 N Orange Blossom Trail Orlando FL 32805 593185020 501(c)(3) 107000 Sponsorship Fee Jewish Community Center of Greater Orlando 851 N Maitland Avenue Maitland FL 32812 237448234 501(c)(3) 10000 Sponsorship Fee Orange County Florida Health Services Div 101 Westmorland Drive Orlando FL 32805 596000773 GOVRMT ENTITY 25000 Sponsorship Fee Orange County Public Schools 445 West Amelia Avenue Orlando FL 32802 596000773 GOVRMT ENTITY 60198 Sponsorship Fee Orlando Science Center Inc 777 East Princeton Street Orlando FL 32803 590896343 501(c)(3) 10000 Sponsorship Fee Shepherd's Hope Inc 4851 S Apopka-Vineland Road Orlando FL 32819 593420727 501(c)(3) 5500 5000 COST MEDICAL SUPP Sponsorship Fee Junior League of Greater Orlando Florida 125 N Lucerne Circle East Orlando FL 32801 590774674 501(c)(3) 15000 Sponsorship Fee March of Dimes Foundation - Central FL Div 341 North Maitland Avenue Suite 115 Maitland FL 32751 131846366 501(c)(3) 12000 Sponsorship Fee 19 3 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants ORLANDO HEALTH, INC. MAKES GRANTS SOLELY TO ORGANIZATIONS EXEMPT FROM TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) THAT FURTHER THE MISSION OF ORLANDO HEALTH TO SUPPORT HEALTHCARE IN CENTRAL FLORIDA. ORLANDO HEALTH'S COMMUNITY RELATIONS DEPARTMENT DETERMINES SUPPORT FOR LOCAL NON-PROFIT SPONSORSHIPS. THE GRANTS ARE MONITORED TO ENSURE THE ORGANIZATION'S MISSION IS ALIGNED WITH ORLANDO HEALTH'S MEETING A SOCIAL AND COMMUNITY NEED IN THE AREAS OF HEALTH, SOCIAL SERVICES, ARTS AND EDUCATION. X X X X X X false true false false false false false false false Mildred D Beam 316083 0 4000 0 325 0 44800 0 9733 0 374941 0 0 0 John W Bozard 417085 0 108065 0 5598 0 114219 0 10405 0 655372 0 0 0 Nancy G Dinon 231072 0 56928 0 531 0 76935 0 17421 0 382887 0 0 0 Keith Eggert 238440 0 51696 0 418 0 48146 0 15057 0 353757 0 0 0 P Shannon Elswick 369274 0 90827 0 2235 0 82194 0 10719 0 555249 0 0 0 Stephen M Glazier 206876 0 35636 0 1528 0 33947 0 17900 0 295887 0 0 0 Paul A Goldstein 301713 0 64941 0 1331 0 85306 0 14779 0 468070 0 0 0 Myra J Hancock 145591 0 37697 0 820 0 55520 0 10405 0 250033 0 0 0 Stephan J Harr 379879 0 89076 0 60614 0 106293 0 14452 0 650314 0 0 0 John Hillenmeyer 740881 0 246039 0 11173 0 241528 0 12905 0 1252526 0 0 0 Karl W Hodges 231035 0 51261 0 1074 0 68897 0 17457 0 369724 0 0 0 David F Huddleson 145189 0 0 0 225 0 19461 0 15922 0 180797 0 0 0 Mark A Jones 225977 0 38849 0 322 0 58955 0 5088 0 329191 0 0 0 John A Marzano 212589 0 48447 0 1443 0 44900 0 10405 0 317784 0 0 0 Robert A Miles 215198 0 52807 0 313 0 53598 0 21578 0 343494 0 0 0 Anne G Peach 172231 0 42444 0 893 0 48648 0 16410 0 280626 0 0 0 John R Schooler 297434 0 70678 0 1285 0 94597 0 16057 0 480051 0 0 0 Sherrie H Sitarik 450394 0 104480 0 2004 0 120430 0 11845 0 689153 0 0 0 Kathy A Swanson 297203 0 63728 0 1256 0 73300 0 0 0 435487 0 0 0 Jay L Falk 323661 0 49749 0 6470 0 90500 0 16992 0 487372 0 0 0 Javier A Lafuente 2479224 0 85000 0 1449 0 24146 0 15969 0 2605788 0 0 0 Gregory Thomas Simmons 634988 0 150000 0 2248 0 0 0 0 0 787236 0 0 0 Mark W Munro 378007 0 405575 0 1522 0 43413 0 20483 0 849000 0 0 0 Andrew R Burgess 695304 0 50000 0 10171 0 32413 0 16316 0 804204 0 0 0 Dennis Raymond Knapp Jr 527071 0 34500 0 11612 0 48650 0 20699 0 642532 0 0 0 Supplemental Compensation Information ORLANDO HEALTH, INC. IS A COMMON PAYMASTER FOR ORLANDO CANCER CENTER, INC. EIN 59-3005020; ORLANDO HEALTH NETWORK, INC. EIN 59-3259553; HEALTHCARE PURCHASING ALLIANCE, INC. EIN 59-2353091; ORLANDO HEALTH FOUNDATION, INC. EIN 59-2244943; AND ORLANDO HEALTH PHYSICIAN PARTNERS, INC. EIN 59-3110868 AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. SCHEDULE J, PART I, LINE 4B NO DEFERRAL DISTRIBUTIONS WERE PAID. DEFERRAL DEPOSIT MADE ON BEHALF OF THE FOLLOWING: MILDRED D. BEAM $44,800; JOHN W. BOZARD $79,534; NANCY G. DINON $28,022; KEITH EGGERT $35,282; P. SHANNON ELSWICK $49,781; STEPHEN M. GLAZIER $30,884; PAUL A. GOLDSTEIN $52,894; MYRA J. HANCOCK $19,520; STEPHAN J. HARR $57,380; JOHN HILLENMEYER $209,116; KARL W. HODGES $41,984; DAVID F. HUDDLESON $10,683; MARK A. JONES $32,562; JOHN A. MARZANO $30,587; ROBERT A. MILES $27,179; ANNE G. PEACH $23,477; JOHN R. SCHOOLER $45,684; SHERRIE H. SITARIK $71,517; KATHY A. SWANSON $41,137, JAY L. FALK $43,679. ORANGE COUNTY HEALTH FACILITES AUTHORITY 521278595 6845032J3 2006-01-25 182254609 SEE SCHEDULE O true false ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 6845032X2 2007-01-25 150000000 SEE SCHEDULE O true false ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 6845035L5 2008-05-15 155816665 SEE SCHEDULE O false false ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 6845035Q4 2008-06-18 78568277 SEE SCHEDULE 0 false false ORANGE COUNTY HEALTH FACILITIES AUTHORITY 521378595 6845035U5 2008-06-18 179360000 SEE SCHEDULE O true false 185915082 5161521 713556 69579532 2006 false true true true 158876412 7228775 3195613 79575612 2008 false false true true 156817430 0 true false true true 79148378 7535001 847852 14685424 2008 false false true true 179360000 18727325 2627146 true false false true false true true false true 0.00290 0.00000 0.00290 true false false true false true 0.00140 0.00000 0.00140 true false true false false true 0.00900 0.00000 0.00900 true false false true false true 0.00000 0.00000 0.00000 true false false true false true 0.00090 0.00000 0.00090 true false true false false false false false true true MORGAN STANLEY 34.67 false false false false false false false false false false false false false false false false true true MORGAN STANLEYDEXIA 20.67 false false false HEALTHCHOICE INC OH OFFICERS ON HC BOD 708432 PURCHASE MANAGED CARE SVCS false MARK E SWANSON MD SPOUSE OF K. SWANSON OFCR 325997 COMPENSATION FOR EMPLOYMENT false IRENE KOVATS MOTHER OF N. DINON OFCR 37102 COMPENSATION FOR EMPLOYMENT false SHANNON L ROWELL DAUGHTER S. SITARIK OFCR 24725 COMPENSATION FOR EMPLOYMENT false THOMAS F MCDANIEL JR BROTHER OF M. KING BOD 50308 COMPENSATION FOR EMPLOYMENT false STACEY L SITARIK DAUGHTER S. SITARIK OFCR 13896 COMPENSATION FOR EMPLOYMENT false JESSICA JONES SPOUSE OF M. JONES OFCR 41544 COMPENSATION FOR EMPLOYMENT false JAMAL HAKIM MD BOARD MEMBER 539632 CONTRACTED ANESTHESIOLOGY SVCS false RAY SANDHAGEN BOARD MEMBER 291667 GENERAL BANKING SERVICES false EDWARD MANNING BOARD MEMBER 2293955 BUILDING/SUITES LEASED TO ORG false DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 JOHN HILLENMEYER, STEPHAN J. HARR, PAUL A. GOLDSTEIN, KARL W. HODGES, AND NANCY G. DINON HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 A GROUP OF 40 MEMBERS OF THE COMMUNITY WAS ESTABLISHED WHEN ORLANDO HEALTH (OH) WAS CREATED. THIS SELF-PERPETUATING GROUP ELECTS THE GOVERNING BODY OF OH. THIS GROUP DOES NOT APPROVE DECISIONS OF THE GOVERNING BODY, NOR DOES IT RECEIVE AN SHARE OF THE INCOME OR NET ASSETS OF OH. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A THE GROUP OF 40 MEMBERS DESCRIBED ABOVE ELECTS THE GOVERNING BODY OF ORLANDO HEALTH, INC. DESCR. PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11A CFO AND THE FINANCE DEPARTMENT REVIEWED THE FORM 990 AND ANY REQUIRED CHANGES WERE MADE TO THE FORM 990 BEFORE THE FORM WAS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEES OF THE BOARD. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED AS A RESULT OF THE REVIEW WERE MADE. THE COMMITTEE JOINTLY SUBMITTED A REPORT TO THE BOARD OF DIRECTORS ABOUT THEIR REVIEW OF THE FORM AND THE FINAL FORM 990 WAS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD BEFORE IT WAS FILED. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C ORGANIZATION HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15A THE EXECUTIVE COMPENSATION PROCESS AT ORLANDO HEALTH IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THIS PROCESS APPLIES TO THE CEO AND WAS IMPLEMENTED PRIOR TO OCTOBER 1, 2006. THE PROCESS WAS UNDERTAKEN FOR THE CURRENT YEAR. THE CHARTER EMPOWERS THE COMPENSATION COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS AND RETENTION OF KEY MANAGEMENT TALENT AND TO ENSURE THAT COMPENSATION AND BENEFITS DO NOT EXCEED MARKET NORMS. ORLANDO HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. TO FULFILL THEIR RESPONSIBILITY TO LOOK AT RELEVANT MARKET DATA AND BECAUSE OF THE SCALE AND COMPLEXITY OF THE ORGANIZATION, THE COMMITTEE ALSO REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ON-GOING ADMINISTRATION OF THE PROGRAM. ORLANDO HEALTH PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND EXECUTIVE BENEFITS. THE COMPENSATION COMMITTEE IS COMPRISED OF 5 INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT, WHICH THEY DO. THE COMPENSATION COMMITTEE'S INDEPENDENT COMPENSATION CONSULTANT AND COUNSEL OPINE TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF THE COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15B THE EXECUTIVE COMPENSATION PROCESS AT ORLANDO HEALTH IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY REVIEW THE COMPENSATION FOR ALL OFFICERS PLUS SENIOR VICE PRESIDENTS AND ALL VICE PRESIDENTS. THEY FOLLOW A BOARD APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THIS PROCESS WAS IMPLEMENTED PRIOR TO OCTOBER 1, 2006. THE PROCESS WAS UNDERTAKEN FOR THE CURRENT YEAR. THE CHARTER EMPOWERS THE COMPENSATION COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS AND RETENTION OF KEY MANAGEMENT TALENT AND TO ENSURE THAT COMPENSATION AND BENEFITS DO NOT EXCEED MARKET NORMS. ORLANDO HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. TO FULFILL THEIR RESPONSIBILITY TO LOOK AT RELEVANT MARKET DATA AND BECAUSE OF THE SCALE AND COMPLEXITY OF THE ORGANIZATION, THE COMMITTEE ALSO REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ON-GOING ADMINISTRATION OF THE PROGRAM. ORLANDO HEALTH PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND EXECUTIVE BENEFITS. THE COMPENSATION COMMITTEE IS COMPRISED OF 5 INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT, WHICH THEY DO. THE COMPENSATION COMMITTEE'S INDEPENDENT COMPENSATION CONSULTANT AND COUNSEL OPINE TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF THE COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO PUBLIC FORM 990, PART VI, QUESTION 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. HOURS WORKED FOR RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, COLUMN B ESTIMATED HOURS WORKED BY OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES AT RELATED ENTITIES: ORLANDO HEALTH PHYSICIAN PARTNERS, INC.: P. SHANNON ELSWICK - 2 PAUL A. GOLDSTEIN - 2 JOHN HILLENMEYER - 2 KARL W. HODGES - 2 STEPHAN J. HARR - 2 HEALTHCARE PURCHASING ALLIANCE, INC.: JOHN W. BOZARD - 1 P. SHANNON ELSWICK - 1 PAUL A. GOLDSTEIN - 1 STEPHAN J. HARR - 1 MARK A. JONES - 1 ORLANDO CANCER CENTER, INC.: P. SHANNON ELSWICK - 2 PAUL A. GOLDSTEIN - 2 JOHN HILLENMEYER - 2 STEPHAN J. HARR - 2 ANNE G. PEACH - 20 SHERRIE H. SITARIK - 2 ORLANDO HEALTH FOUNDATION, INC.: LINDA W. CHAPIN - 2 KATHY JOHNSON - 2 RAY SANDHAGEN - 2 JOHN W. BOZARD - 2 JOHN HILLENMEYER - 2 ORLANDO HEALTH NETWORK, INC.: P. SHANNON ELSWICK - 2 PAUL A. GOLDSTEIN - 2 JOHN HILLENMEYER - 2 KARL W. HODGES - 2 STEPHAN J. HARR - 2 DISTINGUISHING PYMTS FOR PROF. FUNDRAISING SERVICES FROM EXP PYMT OR REIMB SCHEDULE G, PART I, COL V PLEDGE COMMITMENTS ARE GENERATED VIA TELEPHONE BY DIRECT LINE TECHNOLOGIES WITH PLEDGE PAYMENT BEING MADE DIRECTLY TO ORLANDO HEALTH FOUNDATION BY THE DONOR. THE FEE RETAINER AT CONTRACT SIGNING IS AN ESTIMATE WITH FINAL AMOUNT BASED UPON PLEDGE COMMITMENTS SECURED. THE CONTRIBUTIONS ARE MADE IN FULL TO ORLANDO HEALTH FOUNDATION, BUT THE EXPENSE IS PAID BY ORLANDO HEALTH. DESCRIPTION OF PURPOSE SCHEDULE K, PART I COLUMN (F) HOSPITAL REVENUE BONDS, SERIES 2006A&B TO REFUND THE REMAINING SERIES 2002 BONDS (ISSUE DATE 5/16/02), AND PROVIDE $6,809,000 TO FINANCE AND REIMBURSE FOR CONTRUCTION AND EQUIPMENT COSTS FOR IMPROVEMENTS AT ORLANDO REGIONAL MEDICAL CENTER, AND TO FINANCE AND REIMBURSE FOR A PORTION OF THE CONTRUCTION AND EQUIPMENT COSTS OF THE NEW WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES. DEFEASED AND CONVERTED TO FIXED RATE BY SERIES 2008B ISSUED ON 5/15/08. HOSPITAL REVENUE BONDS, SERIES 2007A&B TO FINANCE AND REIMBURSE FOR CONSTRUCTION AND EQUIPMENT COSTS OF IMPROVEMENTS THAT INCLUDE A NEW PATIENT TOWER AT DR. PHILLIPS HOSPITAL. 2007B DEFEASED BY SERIES 2008C BOND ISSUED ON 6/18/08. HOSPITAL REVENUE BONDS, SERIES 2008A&B TO CONVERT SERIES 2005A (ISSUE DATE 5/26/05) AND SERIES 2006A1&A2 (ISSUE DATE 1/25/06)TO FIXED INTEREST RATE. HOSPITAL REVENUE BONDS, SERIES 2008C TO REPAY A $55,500,000 LINE OF CREDIT DRAW USED TO REFUND THE 2007B BONDS (ISSUE DATE 1/25/07), AND REIMBURSE FOR CERTAIN PRIOR CAPITAL EXPENDITURES, FUND A DEBT SERVICE RESERVE FUND, AND PAY COSTS OF ISSUANCE. HOSPITAL REVENUE BONDS, SERIES 2008D, E, F, AND G TOGETHER WITH THE DEBT SERVICE RESERVE FUNDS FROM THE 1999ABC BONDS, THE PROCEEDS WERE USED TO REFUND THE 1999ABC BONDS (ISSUE DATE 9/22/99), PAY COSTS OF ISSUANCE, AND PAY THE TERMINATION VALUE OF INTEREST RATE SWAP AGREEMENTS THAT HEDGED THE VARIABLE RATE EXPOSURE OF THE 1999ABC BONDS. 2009 HOSPITAL REVENUE BOND TO REFUND THE SERIES 1999D&E (ISSUE DATE 9/22/99), SERIES 2004 (ISSUE DATE 12/16/04), AND SERIES 2008D, F & G (ISSUE DATE 6/18/2008) AND TO FUND THE TERMINATION OF RELATED INTEREST RATE SWAPS ON THE REFUNDED BONDS. 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