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Nonprofiteer
← ORLANDO HEALTH INC

Form 990 for tax year 2024

Filed by ORLANDO HEALTH INC.

Totals

Total revenue
$7,296,589,884
Total expenses
$5,936,375,010
Contributions and grants received
$14,895,309
Grants paid
$9,999,859
Program service revenue
$6,764,616,358
Investment income
$511,989,750
Other revenue
$5,088,467
Total assets, end of year
$11,086,381,705
Total liabilities, end of year
$6,108,511,866
Net assets or fund balances, end of year
$4,977,869,839
Program services expenses (Part IX)
$5,102,214,690
Management and general expenses
$820,536,823
Fundraising expenses
$13,623,497
Program service expenses (Part III)
$5,102,214,690

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $10,233,315

  • 1e · Government grants (contributions)

    $2,643,860

  • 1f · All other contributions, gifts and grants

    $2,018,134

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $5,640,789,006 · related or exempt $5,639,451,114 · unrelated business $1,337,892

  • 2b · Program service revenue: RETAIL PHARMACY

    total $452,347,693 · related or exempt $452,347,693

  • 2c · Program service revenue: STATE OF FL SPECIAL MEDICAID PMTS

    total $412,057,685 · related or exempt $412,057,685

  • 2d · Program service revenue: LIP TIER 3 STATE REVENUE

    total $115,587,473 · related or exempt $115,587,473

  • 2e · Program service revenue: MEDICAID VOLUNTARY CONTRIBUTION

    total $7,671,360 · related or exempt $7,671,360

  • 2f · All other program service revenue

    total $136,163,141 · related or exempt $134,582,429 · unrelated business $1,580,712 · excluded $0

  • 3 · Investment income

    total $113,064,965 · unrelated business -$615,571 · excluded $113,680,536

  • 6a · Gross rents

    real property $8,077,801

  • 6b · Less rental expenses

    real property $3,336,145

  • 6c · Rental income or loss

    real property $4,741,656 · personal property $0

  • 6d · Net rental income or loss

    total $4,741,656 · unrelated business $2,653,468 · excluded $2,088,188

  • 7a · Gross sales of assets other than inventory

    securities $3,006,919,016 · other assets $214,574

  • 7b · Less cost or other basis and sales expenses

    securities $2,592,784,667 · other assets $15,424,138

  • 7c · Gain or loss

    securities $414,134,349 · other assets -$15,209,564

  • 7d · Net gain or loss

    total $398,924,785 · excluded $398,924,785

  • 11a · Other revenue: PHYSICIANS ANSWERING SVCS

    total $278,155 · related or exempt $182,350 · unrelated business $95,805

  • 11b · Other revenue: PARKING GARAGE

    total $68,656 · excluded $68,656

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $346,811

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,999,859 · program services $9,999,859

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $19,641,661 · program services $2,886,008 · management and general $16,755,653

  • 6 · Compensation of disqualified persons

    total $863,418 · program services $863,418

  • 7 · Other salaries and wages

    total $1,349,411,753 · program services $1,156,286,698 · management and general $185,040,793 · fundraising $8,084,262

  • 8 · Pension plan contributions

    total $132,947,073 · program services $113,276,650 · management and general $19,670,423

  • 9 · Other employee benefits

    total $205,735,338 · program services $175,344,364 · management and general $28,649,373 · fundraising $1,741,601

  • 10 · Payroll taxes

    total $100,306,700 · program services $85,086,655 · management and general $14,760,725 · fundraising $459,320

  • 11b · Fees: legal

    total $26,395,376 · management and general $26,395,376

  • 11c · Fees: accounting

    total $1,502,860 · management and general $1,502,860

  • 11d · Fees: lobbying

    total $1,305,633 · program services $1,305,633

  • 11f · Fees: investment management

    total $2,795,952 · management and general $2,795,952

  • 11g · Fees: other

    total $339,184,037 · program services $264,944,935 · management and general $74,106,533 · fundraising $132,569

  • 12 · Advertising and promotion

    total $44,473,017 · program services $41,449,268 · management and general $2,885,511 · fundraising $138,238

  • 13 · Office expenses

    total $180,315,718 · program services $147,320,215 · management and general $32,449,388 · fundraising $546,115

  • 14 · Information technology

    total $167,633,740 · program services $55,036,187 · management and general $112,328,546 · fundraising $269,007

  • 16 · Occupancy

    total $135,180,660 · program services $61,626,823 · management and general $72,894,763 · fundraising $659,074

  • 17 · Travel

    total $12,164,455 · program services $4,701,160 · management and general $7,366,758 · fundraising $96,537

  • 19 · Conferences, conventions and meetings

    total $5,029,761 · program services $2,311,436 · management and general $2,239,602 · fundraising $478,723

  • 20 · Interest

    total $94,852,302 · program services $70,368,491 · management and general $24,483,811

  • 22 · Depreciation, depletion and amortization

    total $251,923,659 · program services $186,895,704 · management and general $65,027,955

  • 23 · Insurance

    total $144,373,420 · program services $23,681,322 · management and general $120,692,098

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,223,877,321 · program services $1,223,877,321

  • 24b · Other expenses: PATIENT MED ASSIST TRUST FUND

    total $360,494,235 · program services $360,494,235

  • 24c · Other expenses: ELIGIBILITY FEES

    total $32,585,167 · program services $32,585,167

  • 24d · Other expenses: UNRELATED BUSINESS INCOME TAXES

    total $423,542 · management and general $423,542

  • 24e · All other expenses

    total $1,092,958,353 · program services $1,081,873,141 · management and general $10,067,161 · fundraising $1,018,051

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,209,129 · end of year $7,262,987

  • 2 · Savings and temporary cash investments

    beginning of year $1,120,621,473 · end of year $827,576,634

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $642,027,160 · end of year $1,045,394,699

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $100,023,075 · end of year $100,615,035

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,108,891,689 · end of year $102,338,811

  • 10a · Land, buildings and equipment: cost or other basis

    $6,711,506,928

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,902,457,366

  • 10c · Land, buildings and equipment, net

    beginning of year $2,677,807,092 · end of year $3,809,049,562

  • 11 · Investments: publicly traded securities

    beginning of year $2,686,551,741 · end of year $3,020,596,809

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $198,889,581 · end of year $1,013,776,357

  • 14 · Intangible assets

    beginning of year $237,895,614 · end of year $367,018,457

  • 15 · Other assets

    beginning of year $699,447,439 · end of year $792,752,354

  • 17 · Accounts payable and accrued expenses

    beginning of year $805,787,632 · end of year $1,091,557,940

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,239,000 · end of year $1,239,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,924,686,282 · end of year $3,322,666,903

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $200,658,371 · end of year $203,360,934

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,040,900,568 · end of year $1,489,687,089

  • 27 · Net assets without donor restrictions

    beginning of year $4,322,871,732 · end of year $4,816,836,032

  • 28 · Net assets with donor restrictions

    beginning of year $185,220,408 · end of year $161,033,807

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

OUR MISSION AS A COMMUNITY-OWNED ORGANIZATION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE.

  • SEE SCHEDULE O

    Expenses $5,102,214,690 · Grants $9,999,859 · Revenue $6,764,798,708

As filed on the 2024 return.

Listed in Part VII

  • Brian Besanceney

    BOARD MEMBER, CHAIRMAN

    Total calculated
    $31,597
    From this org
    $31,597
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • David W Strong

    PRESIDENT & CEO

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

    Schedule J breakdown matched by us

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

  • Mike Packnett

    BOARD MEMBER, VICE CHAIRMAN

    Total calculated
    $36,812
    From this org
    $36,812
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Dale Jenkins

    BOARD MEMBER

    Total calculated
    $25,875
    From this org
    $25,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • David Brown

    BOARD MEMBER

    Total calculated
    $27,304
    From this org
    $27,304
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jim Hyler

    BOARD MEMBER

    Total calculated
    $30,787
    From this org
    $30,787
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • M Kathryn Garrett MD

    BOARD MEMBER

    Total calculated
    $29,347
    From this org
    $29,347
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Teri Fontenot

    BOARD MEMBER

    Total calculated
    $27,669
    From this org
    $27,669
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Bernadette Spong

    INTERIM CHIEF FINANCIAL OFFICER

    Total calculated
    $1,241,193
    From this org
    $1,223,715
    From related orgs
    $0
    Other
    $17,478
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

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

  • Kelly Nierstedt

    SVP, OH & PRESIDENT, DOWNTOWN

    Total calculated
    $1,458,643
    From this org
    $1,325,522
    From related orgs
    $0
    Other
    $133,121
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $726,239
    Bonus
    $479,944
    Other
    $119,339
    Deferred
    $129,708
    Nontaxable benefits
    $3,413
    Filer's total
    $1,458,643

  • Philip Koovakada

    SVP, OH & PRES SOUTH REGION

    Total calculated
    $987,340
    From this org
    $0
    From related orgs
    $864,019
    Other
    $123,321
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,157 related
    Bonus
    $0 + $340,260 related
    Other
    $0 + $9,602 related
    Deferred
    $0 + $85,040 related
    Nontaxable benefits
    $0 + $38,281 related
    Filer's total
    $0 + $987,340 related

  • Stephen William Burriss

    CHIEF OPERATING OFFICER

    Total calculated
    $3,116,770
    From this org
    $2,874,509
    From related orgs
    $0
    Other
    $242,261
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,155,399
    Bonus
    $1,690,637
    Other
    $28,473
    Deferred
    $215,625
    Nontaxable benefits
    $26,636
    Filer's total
    $3,116,770

  • Thibaut Van Marcke De Lummen

    SVP, OH & PRES, BAPTIST HEALTH

    Total calculated
    $1,503,468
    From this org
    $1,348,501
    From related orgs
    $0
    Other
    $154,967
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $638,961
    Bonus
    $414,093
    Other
    $295,447
    Deferred
    $109,448
    Nontaxable benefits
    $45,519
    Filer's total
    $1,503,468

  • Erick R Hawkins

    CHIEF ADMIN OFFICER, OH

    Total calculated
    $2,432,644
    From this org
    $2,271,133
    From related orgs
    $0
    Other
    $161,511
    Hours/week
    55 + 4 related

    Schedule J breakdown matched by us

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

  • George A Ralls

    SVP, OH & CHIEF MED OFFICER

    Total calculated
    $1,664,172
    From this org
    $1,514,708
    From related orgs
    $0
    Other
    $149,464
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $563,931
    Bonus
    $837,968
    Other
    $112,809
    Deferred
    $111,183
    Nontaxable benefits
    $38,281
    Filer's total
    $1,664,172

  • Jamal A Hakim MD

    CHIEF PHYSICIAN OFFICER

    Total calculated
    $3,176,837
    From this org
    $3,124,700
    From related orgs
    $0
    Other
    $52,137
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

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

  • Karen L Frenier

    SVP, HR & CHIEF NURSE EXEC

    Total calculated
    $1,652,873
    From this org
    $1,608,574
    From related orgs
    $0
    Other
    $44,299
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $589,270
    Bonus
    $860,019
    Other
    $159,285
    Deferred
    $19,928
    Nontaxable benefits
    $24,371
    Filer's total
    $1,652,873

  • Novlet P Mattis

    SVP, OH & CHIEF DGTL INFO OFC

    Total calculated
    $1,691,370
    From this org
    $1,660,789
    From related orgs
    $0
    Other
    $30,581
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $579,510
    Bonus
    $852,669
    Other
    $228,610
    Deferred
    $16,379
    Nontaxable benefits
    $14,202
    Filer's total
    $1,691,370

  • Leslie Flake

    FORMER CHIEF FINANCIAL OFFICER

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

    Schedule J breakdown matched by us

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

  • Mark A Jones

    FOUNDATION SVP/DIR CAPITAL CAM

    Total calculated
    $880,279
    From this org
    $0
    From related orgs
    $829,170
    Other
    $51,109
    Hours/week
    0 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,158 related
    Bonus
    $0 + $215,775 related
    Other
    $0 + $212,237 related
    Deferred
    $0 + $20,149 related
    Nontaxable benefits
    $0 + $30,960 related
    Filer's total
    $0 + $880,279 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
ORLANDO HEALTH 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 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS
WHEN APPLICABLE, PAYMENTS MADE TO BOARD MEMBERS AND BOARD OFFICERS WERE GROSSED-UP FOR TAX INDEMNIFICATION PURPOSES.
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 INDIVIDUALS 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 BASE 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 KELLY NIERSTEDT $112,995 THIBAUT VAN MARCKE DE LUMMEN $92,676 GEORGE A. RALLS $91,050 STEPHEN WILLIAM BURRISS $201,250 PHILIP KOOVAKADA $69,782 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: DAVID W. STRONG $532,660 JAMAL A. HAKIM, MD $308,348 ERICK R. HAWKINS $133,266 MARK A. JONES $129,938 KELLY NIERSTEDT $110,907 THIBAUT VAN MARCKE DE LUMMEN $102,193 GEORGE A. RALLS $103,734 LESLIE FLAKE $417,367 NOVLET P. MATTIS $83,827

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OSCEOLA SC LLC

    HEALTHCARE · FL · income $164,140,558 · assets $158,632,073

    Directly controlled by OHI

  • OHRI LLC

    IMAGING SVCS · FL · income $49,510,719 · assets $25,430,587

    Directly controlled by OHI

  • HEALTHCARE CAPTIVE LLC

    CAPTIVE INS · NC · income -$5,477,460 · assets $150,222,518

    Directly controlled by OHI

  • OHSRH LLC

    HEALTHCARE · FL · income $95,545,788 · assets $182,070,194

    Directly controlled by OHI

  • OHMH LLC

    HEALTHCARE · FL · income $148,522,569 · assets $288,152,342

    Directly controlled by OHI

  • ALABAMA HEALTHCARE HOLDINGS LLC

    HEALTHCARE · FL · income -$202,876,268 · assets $9,624

    Directly controlled by OHI

  • OHRH LLC

    HEALTHCARE · FL · income $53,165,270 · assets $0

    Directly controlled by OHI

  • ORLANDO HEALTH VENTURES MANAGEMENT COMPANY LLC

    INVESTMENTS · FL · income $0 · assets $0

    Directly controlled by OHI

  • ORLANDO HEALTH FOUNDRY SEED FUND LLC

    INVESTMENTS · FL · income $0 · assets $3,700,000

    Directly controlled by OHI

Related partnerships

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

  • ORLANDO HEALTH VENTURES I LLC

    EXCLUDED · INVESTMENTS · FL · 94.12% owned · share of income -$2,985,405 · share of assets $10,317,247

    Directly controlled by OHI

  • ORLANDO HEALTH VENTURES II LLC

    EXCLUDED · INVESTMENTS · FL · 98.04% owned · share of income $36,638 · share of assets $100,434,840

    Directly controlled by OHI

  • BROOKWOOD BAPTIST HEALTH 1 LLC

    RELATED · HEALTHCARE · AL · 80% owned · general or managing partner

    Directly controlled by OHI

  • BROOKWOOD BAPTIST HEALTH 2 LLC

    RELATED · HEALTHCARE · AL · 80% owned · general or managing partner

    Directly controlled by OHI

  • BROOKWOOD BAPTIST HEALTH 3 LLC

    RELATED · HEALTHCARE · AL · 80% owned · general or managing partner

    Directly controlled by OHI

Related corporations and trusts

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

  • HEALTHNET SERVICES INC & SUBS

    C CORPORATION · MEDICAL SVCS · FL · 100% owned · controlled entity

    Directly controlled by OHI

Provenance

Return type
form_990
Tax year
2024
Filed
17 August 2026
IRS schema version
2024v5.1
Source object
202632299349302063

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