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Nonprofiteer
← ORLANDO HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by ORLANDO HEALTH FOUNDATION INC.

Totals

Total revenue
$69,739,318
Total expenses
$11,749,532
Contributions and grants received
$31,629,183
Grants paid
$11,560,327
Program service revenue
$0
Investment income
$36,777,208
Other revenue
$1,332,927
Total assets, end of year
$270,174,889
Total liabilities, end of year
$2,150,193
Net assets or fund balances, end of year
$268,024,696
Program services expenses (Part IX)
$11,560,327
Management and general expenses
$85,538
Fundraising expenses
$103,667
Program service expenses (Part III)
$11,560,327

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERICK R HAWKINS

    BOARD MEMBER, VICE CHAIRPERSON

    Total calculated
    $2,432,644
    From this org
    $0
    From related orgs
    $2,271,133
    Other
    $161,511
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $889,385 related
    Bonus
    $0 + $1,212,848 related
    Other
    $0 + $168,900 related
    Deferred
    $0 + $146,009 related
    Nontaxable benefits
    $0 + $15,502 related
    Filer's total
    $0 + $2,432,644 related

  • JOHN MILLER

    BOARD MEMBER, SECRETARY/TREASURER

    Total calculated
    $898,962
    From this org
    $0
    From related orgs
    $788,216
    Other
    $110,746
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,416 related
    Bonus
    $0 + $322,500 related
    Other
    $0 + $38,300 related
    Deferred
    $0 + $73,919 related
    Nontaxable benefits
    $0 + $36,827 related
    Filer's total
    $0 + $898,962 related

  • JOHN W BOZARD

    PRESIDENT OH FOUNDATION, CHAIRPERSON

    Total calculated
    $1,169,419
    From this org
    $0
    From related orgs
    $1,099,084
    Other
    $70,335
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,593 related
    Bonus
    $0 + $415,580 related
    Other
    $0 + $136,911 related
    Deferred
    $0 + $42,649 related
    Nontaxable benefits
    $0 + $27,686 related
    Filer's total
    $0 + $1,169,419 related

  • CARY J DTONA

    BOARD MEMBER

    Total calculated
    $1,235,970
    From this org
    $0
    From related orgs
    $1,093,822
    Other
    $142,148
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,230 related
    Bonus
    $0 + $425,250 related
    Other
    $0 + $96,342 related
    Deferred
    $0 + $104,963 related
    Nontaxable benefits
    $0 + $37,185 related
    Filer's total
    $0 + $1,235,970 related

  • BERNADETTE SPONG

    INTERIM CHIEF FINANCIAL OFFICER

    Total calculated
    $1,241,193
    From this org
    $0
    From related orgs
    $1,223,715
    Other
    $17,478
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,088 related
    Bonus
    $0 + $661,553 related
    Other
    $0 + $109,074 related
    Deferred
    $0 + $17,478 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,241,193 related

  • BLAKE S BARD

    FOUNDATION SR VP/EXE DIR, OH FOUNDATION WEST FL

    Total calculated
    $326,379
    From this org
    $256,839
    From related orgs
    $0
    Other
    $69,540
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $210,645
    Bonus
    $38,736
    Other
    $7,458
    Deferred
    $28,210
    Nontaxable benefits
    $41,330
    Filer's total
    $326,379

  • JANET C MORROW

    FOUNDATION SR. VP

    Total calculated
    $329,656
    From this org
    $275,909
    From related orgs
    $0
    Other
    $53,747
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $215,332
    Bonus
    $45,158
    Other
    $15,419
    Deferred
    $29,949
    Nontaxable benefits
    $23,798
    Filer's total
    $329,656

  • KAREN THORNTON JENSEN

    FOUNDATION SR. VP

    Total calculated
    $332,833
    From this org
    $306,696
    From related orgs
    $0
    Other
    $26,137
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $237,374
    Bonus
    $47,948
    Other
    $21,374
    Deferred
    $14,334
    Nontaxable benefits
    $11,803
    Filer's total
    $332,833

  • MARK A JONES

    FOUNDATION, EXECUTIVE VP

    Total calculated
    $880,279
    From this org
    $829,170
    From related orgs
    $0
    Other
    $51,109
    Hours/week
    55 + 3 related

    Schedule J breakdown matched by us

    Base
    $401,158
    Bonus
    $215,775
    Other
    $212,237
    Deferred
    $20,149
    Nontaxable benefits
    $30,960
    Filer's total
    $880,279

  • ZACHARY JAMES KALLENBACH

    FOUND SR VP/EXE DIR, OH CHILDREN'S FOUNDATION

    Total calculated
    $307,239
    From this org
    $257,478
    From related orgs
    $0
    Other
    $49,761
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $207,496
    Bonus
    $38,340
    Other
    $11,642
    Deferred
    $14,910
    Nontaxable benefits
    $34,851
    Filer's total
    $307,239

  • DAVID W STRONG

    FORMER BOARD MEMBER

    Total calculated
    $9,439,845
    From this org
    $0
    From related orgs
    $8,827,623
    Other
    $612,222
    Hours/week
    0 + 66 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,329,465 related
    Bonus
    $0 + $5,934,410 related
    Other
    $0 + $563,748 related
    Deferred
    $0 + $574,669 related
    Nontaxable benefits
    $0 + $37,553 related
    Filer's total
    $0 + $9,439,845 related

  • JAMAL A HAKIM MD

    FORMER BOARD MEMBER, VICE CHAIRMAN

    Total calculated
    $3,176,837
    From this org
    $0
    From related orgs
    $3,124,700
    Other
    $52,137
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,025,223 related
    Bonus
    $0 + $1,506,872 related
    Other
    $0 + $592,605 related
    Deferred
    $0 + $20,442 related
    Nontaxable benefits
    $0 + $31,695 related
    Filer's total
    $0 + $3,176,837 related

  • LESLIE FLAKE

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $2,784,999
    From this org
    $0
    From related orgs
    $2,603,928
    Other
    $181,071
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $881,478 related
    Bonus
    $0 + $1,301,055 related
    Other
    $0 + $421,395 related
    Deferred
    $0 + $168,150 related
    Nontaxable benefits
    $0 + $12,921 related
    Filer's total
    $0 + $2,784,999 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
ORLANDO HEALTH, INC. IS A COMMON PAYMASTER AND COMMON PAY AGENT FOR ORLANDO HEALTH MEDICAL GROUP, INC (EIN: 59-3259553), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), ORLANDO HEALTH CENTRAL, INC. (EIN:80-0764192), SOUTH LAKE HOSPITAL, INC. (EIN: 59-3322533), OSCEOLASC, LLC (EIN: 20-3728235), OHI WEST, INC. (EIN: 84-5074208), OHI WEST MEDICAL GROUP, LLC (EIN: 85-2733660), OHI WEST MEDICAL GROUP II, LLC (EIN: 92-3479126), OHRI, LLC (EIN: 47-2067699), ORLANDO PHYSICIANS NETWORK, INC. (EIN: 59-3110868), OHSRH, LLC (EIN: 99-4762475), OHMH, LLC (EIN: 99-4761958), AND OHRH, LLC (EIN: 99-4762293) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. THE ORLANDO HEALTH, INC. INDEPENDENT COMPENSATION COMMITTEE APPROVES ALL OFFICER COMPENSATION ARRANGEMENTS, WHICH REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND FOLLOWS IRS GUIDELINES.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2024, AND THE AMOUNT(S) RECEIVED ARE AS FOLLOWS: LESLIE FLAKE 221,250
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
457(B) DEFERRED COMPENSATION PLAN: ELIGIBILITY TO PARTICIPATE IN THIS PLAN IS DETERMINED BY JOB CLASSIFICATION. THE PLAN ACCEPTS PRE-TAX EMPLOYEE CONTRIBUTIONS ONLY, AND THE AMOUNT OF THE CONTRIBUTION IS DETERMINED BY THE EMPLOYEE. PARTICIPANTS ARE AUTOMATICALLY VESTED IN THE PLAN, SINCE THERE ARE NO COMPANY CONTRIBUTIONS. THE TEAM MEMBER RETIREMENT PLAN OVERSIGHT COMMITTEE OVERSEES THE PLAN AND DETERMINES THE INVESTMENT OPTIONS WITH THE ASSISTANCE OF A THIRD-PARTY INVESTMENT ADVISORY FIRM. EXECU-FLEX 457(F) AND DIRECTOR/ADMIN 457(F) PLANS: ELIGIBILITY TO PARTICIPATE IN THESE PLANS IS DETERMINED BY JOB CLASSIFICATION. ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASED SALARY AS OF NOVEMBER 1ST OF THE PRIOR PLAN YEAR. VESTING OCCURS FOR EACH ANNUAL CONTRIBUTION THREE YEARS AFTER THE CONTRIBUTION OCCURS. ONCE THE PARTICIPANT REACHES AGE 62, THEY ARE FULLY VESTED IN THE PLAN AND BEGIN TO RECEIVE ADDITIONAL WAGES IN LIEU OF CONTRIBUTIONS. THE TEAM MEMBER RETIREMENT PLAN OVERSIGHT COMMITTEE OVERSEES THE PLAN AND DETERMINES THE INVESTMENT OPTIONS WITH THE ASSISTANCE OF A THIRD-PARTY INVESTMENT ADVISORY FIRM. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: DAVID W. STRONG 557,750 LESLIE FLAKE 150,900 ERICK R. HAWKINS 129,195 CARY J. DTONA 85,085 JOHN MILLER 57,280 JOHN W. BOZARD 22,558 JANET C. MORROW 15,617 ZACHARY JAMES KALLENBACH 14,910 BLAKE S. BARD 15,064 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: DAVID W. STRONG 532,660 LESLIE FLAKE 417,367 JAMAL A. HAKIM, MD 308,348 ERICK R. HAWKINS 133,266 JOHN MILLER 32,313 CARY J. DTONA 82,844 ZACHARY JAMES KALLENBACH 11,345 MARK JONES 129,938 BLAKE S. BARD 7,257 JANET C. MORROW 14,518

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHNET SERVICES INC & SUBS

    C CORPORATION · MEDICAL SVCS · FL

    Directly controlled by NA

  • CHARITABLE REMAINDER TRUSTS (16)

    SUPPORT · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202642299349301289

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