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Nonprofiteer
← SOUTH LAKE HOSPITAL INC

Form 990 for tax year 2024

Filed by SOUTH LAKE HOSPITAL INC.

Totals

Total revenue
$549,826,570
Total expenses
$423,405,925
Contributions and grants received
$118,272
Grants paid
$54,362
Program services expenses (Part IX)
$418,480,832
Management and general expenses
$4,925,093
Fundraising expenses
$0
Program service expenses (Part III)
$418,480,832

Program services were 98.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMIT VARMA MD

    BOARD MEMBER, VICE CHAIRMAN

    Total calculated
    $83,792
    From this org
    $83,792
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • CARY J DTONA

    BOARD MEMBER, SECRETARY/TREASURER

    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

  • LANCE E SEWELL

    BOARD MEMBER, CHAIRMAN/PRESIDENT

    Total calculated
    $837,068
    From this org
    $712,987
    From related orgs
    $0
    Other
    $124,081
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $409,642
    Bonus
    $220,182
    Other
    $83,163
    Deferred
    $81,462
    Nontaxable benefits
    $42,619
    Filer's total
    $837,068

  • BONNIE J ONOFRE

    FORMER BOARD MEMBER (TERM END 3/2024)

    Total calculated
    $97,817
    From this org
    $94,189
    From related orgs
    $0
    Other
    $3,628
    Hours/week
    0

  • JEFFREY FITCH MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MAHMOUD FUAD BAKEER MD

    BOARD MEMBER

    Total calculated
    $617,576
    From this org
    $536,701
    From related orgs
    $0
    Other
    $80,875
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $315,222
    Bonus
    $96,750
    Other
    $124,729
    Deferred
    $42,697
    Nontaxable benefits
    $38,178
    Filer's total
    $617,576

  • 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
    2 + 58 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

  • CAROLYN SCOTT

    AVP, OH & CNO, SLH

    Total calculated
    $248,685
    From this org
    $209,547
    From related orgs
    $0
    Other
    $39,138
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $153,964
    Bonus
    $54,500
    Other
    $1,083
    Deferred
    $18,661
    Nontaxable benefits
    $20,477
    Filer's total
    $248,685

  • JENNIFER GRAFTON

    CFO, OH NORTH REGION

    Total calculated
    $382,929
    From this org
    $321,203
    From related orgs
    $0
    Other
    $61,726
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $235,067
    Bonus
    $73,140
    Other
    $12,996
    Deferred
    $31,887
    Nontaxable benefits
    $29,839
    Filer's total
    $382,929

  • KIMBERLY A HOGAN

    ASSOCIATE, CHIEF NURSING OFFICER

    Total calculated
    $250,553
    From this org
    $185,503
    From related orgs
    $0
    Other
    $65,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $146,720
    Bonus
    $28,799
    Other
    $9,984
    Deferred
    $21,531
    Nontaxable benefits
    $43,519
    Filer's total
    $250,553

  • PAUL MARK JOHNS

    AVP, OH & COO, SLH

    Total calculated
    $384,069
    From this org
    $336,505
    From related orgs
    $0
    Other
    $47,564
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $230,739
    Bonus
    $71,640
    Other
    $34,126
    Deferred
    $20,076
    Nontaxable benefits
    $27,488
    Filer's total
    $384,069

  • STEPHANIE ANN STAPELFELDT

    SR DIR, HUMAN RESOURCES

    Total calculated
    $236,740
    From this org
    $177,013
    From related orgs
    $0
    Other
    $59,727
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $139,814
    Bonus
    $26,802
    Other
    $10,397
    Deferred
    $21,446
    Nontaxable benefits
    $38,281
    Filer's total
    $236,740

  • JOHN A MOORE

    FORMER BOARD MEMBER, CHAIRMAN (TERM END 09/2020)

    Total calculated
    $1,056,781
    From this org
    $0
    From related orgs
    $916,724
    Other
    $140,057
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,168 related
    Bonus
    $0 + $302,213 related
    Other
    $0 + $100,343 related
    Deferred
    $0 + $99,316 related
    Nontaxable benefits
    $0 + $40,741 related
    Filer's total
    $0 + $1,056,781 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

  • MILDRED DENISE BEAM

    FORMER BOARD MEMBER, VICE-CHAIR (TERM END 12/2019)

    Total calculated
    $1,009,614
    From this org
    $0
    From related orgs
    $917,202
    Other
    $92,412
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,339 related
    Bonus
    $0 + $344,250 related
    Other
    $0 + $109,613 related
    Deferred
    $0 + $71,100 related
    Nontaxable benefits
    $0 + $21,312 related
    Filer's total
    $0 + $1,009,614 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A FIRST-CLASS OR CHARTER TRAVEL
SOUTH LAKE HOSPITAL, INC. MAY PROVIDE THE FOLLOWING BENEFITS TO CERTAIN EXECUTIVES, OFFICERS, AND BOARD MEMBERS WHEN THEY ARE NECESSARY TO ACHIEVE ORLANDO HEALTH'S CHARITABLE MISSION OBJECTIVES: FIRST-CLASS OR CHARTER TRAVEL; AND/OR TRAVEL FOR COMPANIONS. PROVISION OF ANY SUCH BENEFITS IS PREDICATED ON COMPLIANCE WITH THE ORGANIZATION'S POLICIES, IS SUBJECT TO REVIEW AND APPROVAL PROCESS, AND IS TREATED AS TAXABLE INCOME TO THE INDIVIDUAL WHERE REQUIRED UNDER THE INTERNAL REVENUE CODE.
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
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: LESLIE FLAKE $150,900 JOHN MOORE $78,099 MILDRED BEAM $71,100 LANCE SEWELL $63,179 CARY DTONA $85,085 MAHMOUD FUAD BAKEER, MD $22,575 CARYOLYN SCOTT $11,173 JENNIFER GRAFTON $17,066 KIMBERLY HOGAN $11,199 STEPHANIE STAPELFELDT $10,423 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: MILDRED BEAM $104,605 JOHN MOORE $88,421 CARY DTONA $82,844 LANCE SEWELL $77,338 MAHMOUD FUAD BAKEER, MD $22,261 PAUL JOHNS $15,899 LESLIE FLAKE $417,367 JENNIFER GRAFTON $12,265 KIMBERLY HOGAN $9,677 STEPHANIE STAPELFELDT $10,037 457(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

No itemized grants to organizations 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
2024
IRS schema version
2024v5.1
Source object
202612299349302396

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