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Nonprofiteer
← ORLANDO HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by ORLANDO HEALTH FOUNDATION INC.

Totals

Total revenue
$36,440,177
Total expenses
$16,918,819
Contributions and grants received
$29,615,166
Grants paid
$13,165,160
Program services expenses (Part IX)
$13,165,160
Management and general expenses
$2,743,571
Fundraising expenses
$1,010,088
Program service expenses (Part III)
$13,165,160

Program services were 77.8% 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
    $2,196,002
    From this org
    $0
    From related orgs
    $2,044,768
    Other
    $151,234
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $764,703 related
    Bonus
    $0 + $1,098,341 related
    Other
    $0 + $181,724 related
    Deferred
    $0 + $136,494 related
    Nontaxable benefits
    $0 + $14,740 related
    Filer's total
    $0 + $2,196,002 related

  • John Miller

    Board member, Secretary/Treasurer

    Total calculated
    $859,296
    From this org
    $0
    From related orgs
    $751,801
    Other
    $107,495
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,615 related
    Bonus
    $0 + $280,352 related
    Other
    $0 + $92,834 related
    Deferred
    $0 + $72,198 related
    Nontaxable benefits
    $0 + $35,297 related
    Filer's total
    $0 + $859,296 related

  • John W Bozard

    President OH Foundation, Chairperson

    Total calculated
    $1,140,074
    From this org
    $0
    From related orgs
    $1,071,581
    Other
    $68,493
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,024 related
    Bonus
    $0 + $400,455 related
    Other
    $0 + $134,102 related
    Deferred
    $0 + $42,014 related
    Nontaxable benefits
    $0 + $26,479 related
    Filer's total
    $0 + $1,140,074 related

  • Cary J Dtona

    Board member

    Total calculated
    $949,508
    From this org
    $0
    From related orgs
    $834,335
    Other
    $115,173
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,486 related
    Bonus
    $0 + $252,842 related
    Other
    $0 + $93,007 related
    Deferred
    $0 + $79,518 related
    Nontaxable benefits
    $0 + $35,655 related
    Filer's total
    $0 + $949,508 related

  • Bernadette Spong

    Interim Chief Financial Officer (As of July 2024)

    Total calculated
    $810,707
    From this org
    $0
    From related orgs
    $797,040
    Other
    $13,667
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,600 related
    Bonus
    $0 + $604,993 related
    Other
    $0 + $145,447 related
    Deferred
    $0 + $13,667 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $810,707 related

  • Leslie Flake

    Chief Financial Officer (Until July 2024)

    Total calculated
    $2,273,825
    From this org
    $0
    From related orgs
    $2,099,622
    Other
    $174,203
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,338 related
    Bonus
    $0 + $1,230,142 related
    Other
    $0 + $22,142 related
    Deferred
    $0 + $159,600 related
    Nontaxable benefits
    $0 + $14,603 related
    Filer's total
    $0 + $2,273,825 related

  • Blake S Bard

    Found SR VP/Exe Dir, OH Foundation West FL

    Total calculated
    $294,260
    From this org
    $242,230
    From related orgs
    $0
    Other
    $52,030
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $205,109
    Bonus
    $36,926
    Other
    $195
    Deferred
    $12,406
    Nontaxable benefits
    $39,624
    Filer's total
    $294,260

  • Janet C Morrow

    Foundation Sr. VP

    Total calculated
    $313,222
    From this org
    $261,430
    From related orgs
    $0
    Other
    $51,792
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $209,587
    Bonus
    $38,231
    Other
    $13,612
    Deferred
    $28,876
    Nontaxable benefits
    $22,916
    Filer's total
    $313,222

  • Karen Thornton Jensen

    Foundation Sr. VP

    Total calculated
    $330,974
    From this org
    $305,227
    From related orgs
    $0
    Other
    $25,747
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $237,414
    Bonus
    $48,231
    Other
    $19,582
    Deferred
    $14,438
    Nontaxable benefits
    $11,309
    Filer's total
    $330,974

  • Matthew J Lilly

    Found Sr. VP/Exe Dir, OHF

    Total calculated
    $313,466
    From this org
    $243,690
    From related orgs
    $0
    Other
    $69,776
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $193,640
    Bonus
    $36,461
    Other
    $13,589
    Deferred
    $28,238
    Nontaxable benefits
    $41,538
    Filer's total
    $313,466

  • Zachary James Kallenbach

    Found SR VP/Exe Dir, OH Children's Foundation

    Total calculated
    $300,662
    From this org
    $252,005
    From related orgs
    $0
    Other
    $48,657
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $200,607
    Bonus
    $36,461
    Other
    $14,937
    Deferred
    $15,237
    Nontaxable benefits
    $33,420
    Filer's total
    $300,662

  • David W Strong

    Former Board Member

    Total calculated
    $8,579,505
    From this org
    $0
    From related orgs
    $8,173,867
    Other
    $405,638
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,215,953 related
    Bonus
    $0 + $5,376,227 related
    Other
    $0 + $581,687 related
    Deferred
    $0 + $369,615 related
    Nontaxable benefits
    $0 + $36,023 related
    Filer's total
    $0 + $8,579,505 related

  • Jamal A Hakim MD

    Former Board member, Vice Chairman

    Total calculated
    $3,056,421
    From this org
    $0
    From related orgs
    $3,006,604
    Other
    $49,817
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $983,114 related
    Bonus
    $0 + $1,442,488 related
    Other
    $0 + $581,002 related
    Deferred
    $0 + $19,595 related
    Nontaxable benefits
    $0 + $30,222 related
    Filer's total
    $0 + $3,056,421 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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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) AND ORLANDO PHYSICIANS NETWORK, INC. (EIN: 59-3110868) 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 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: DAVID W. STRONG $352,751 LESLIE FLAKE $143,100 ERICK R. HAWKINS $122,537 CARY J. DTONA $59,738 JOHN MILLER $55,875 JOHN W. BOZARD $22,208 JANET C. MORROW $15,120 MATTHEW J. LILLY $14,420 ZACHARY JAMES KALLENBACH $14,420 BLAKE S. BARD $14,700 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: DAVID W. STRONG $556,755 JAMAL A. HAKIM MD $308,597 ERICK R. HAWKINS $148,335 JOHN MILLER $89,643 CARY J. DTONA $82,311 ZACHARY JAMES KALLENBACH $14,653 MATTHEW J. LILLY $13,305 JANET C. MORROW $13,149 457(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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202542269349302364

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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