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Nonprofiteer
← SOUTH LAKE HOSPITAL INC

Form 990 for tax year 2022

Filed by SOUTH LAKE HOSPITAL INC.

Totals

Total revenue
$395,895,586
Total expenses
$335,040,644
Contributions and grants received
$93,807
Grants paid
$36,928
Program services expenses (Part IX)
$332,939,484
Management and general expenses
$2,101,160
Fundraising expenses
$0
Program service expenses (Part III)
$332,879,217

Program services were 99.4% 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
    $0
    Hours/week
    2

  • Cary J Dtona

    Board Member Secretary/Treasurer

    Total calculated
    $803,479
    From this org
    $0
    From related orgs
    $693,303
    Other
    $110,176
    Hours/week
    2 + 67 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,767 related
    Bonus
    $0 + $207,190 related
    Other
    $0 + $77,346 related
    Deferred
    $0 + $81,096 related
    Nontaxable benefits
    $0 + $29,080 related
    Filer's total
    $0 + $803,479 related

  • Lance E Sewell

    Board Member, Chairman/President

    Total calculated
    $669,007
    From this org
    $0
    From related orgs
    $558,284
    Other
    $110,723
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $370,477 related
    Bonus
    $0 + $164,042 related
    Other
    $0 + $23,765 related
    Deferred
    $0 + $75,621 related
    Nontaxable benefits
    $0 + $35,102 related
    Filer's total
    $0 + $669,007 related

  • Bonnie J Onofre

    Board Member

    Total calculated
    $299,056
    From this org
    $276,731
    From related orgs
    $0
    Other
    $22,325
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $207,938
    Bonus
    $51,791
    Other
    $17,002
    Deferred
    $12,514
    Nontaxable benefits
    $9,811
    Filer's total
    $299,056

  • Jeffrey Fitch MD

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mahmoud Fuad Bakeer MD

    Board Member

    Total calculated
    $582,271
    From this org
    $517,958
    From related orgs
    $0
    Other
    $64,313
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $295,141
    Bonus
    $75,197
    Other
    $147,620
    Deferred
    $33,973
    Nontaxable benefits
    $30,340
    Filer's total
    $582,271

  • Leslie Flake

    Chief Financial Officer, OH

    Total calculated
    $819,426
    From this org
    $0
    From related orgs
    $741,212
    Other
    $78,214
    Hours/week
    2 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,049 related
    Bonus
    $0 + $230,298 related
    Other
    $0 + $44,865 related
    Deferred
    $0 + $72,291 related
    Nontaxable benefits
    $0 + $5,923 related
    Filer's total
    $0 + $819,426 related

  • Bonnie Bennett

    Adm, Patient Care

    Total calculated
    $219,356
    From this org
    $187,368
    From related orgs
    $0
    Other
    $31,988
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $153,738
    Bonus
    $23,393
    Other
    $10,237
    Deferred
    $19,677
    Nontaxable benefits
    $12,311
    Filer's total
    $219,356

  • Diane Bowen Jones

    Clin Assistant Nurse Manager

    Total calculated
    $225,098
    From this org
    $189,281
    From related orgs
    $0
    Other
    $35,817
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $161,394
    Bonus
    $23,972
    Other
    $3,915
    Deferred
    $5,374
    Nontaxable benefits
    $30,443
    Filer's total
    $225,098

  • Jeanette M Bonstrom

    Dir, Pharmacy Services

    Total calculated
    $223,177
    From this org
    $197,865
    From related orgs
    $0
    Other
    $25,312
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $176,431
    Bonus
    $18,138
    Other
    $3,296
    Deferred
    $6,097
    Nontaxable benefits
    $19,215
    Filer's total
    $223,177

  • Jennifer Grafton

    AVP, OH & CFO, SLH

    Total calculated
    $333,439
    From this org
    $268,376
    From related orgs
    $0
    Other
    $65,063
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $211,656
    Bonus
    $56,397
    Other
    $323
    Deferred
    $28,761
    Nontaxable benefits
    $36,302
    Filer's total
    $333,439

  • Paul Mark Johns

    AVP, OH & COO, SLH

    Total calculated
    $337,438
    From this org
    $302,915
    From related orgs
    $0
    Other
    $34,523
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $215,234
    Bonus
    $55,277
    Other
    $32,404
    Deferred
    $12,392
    Nontaxable benefits
    $22,131
    Filer's total
    $337,438

  • Bernadette Spong

    Former CFO (Term end 6/2022)

    Total calculated
    $2,289,658
    From this org
    $0
    From related orgs
    $2,255,863
    Other
    $33,795
    Hours/week
    0 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,020 related
    Bonus
    $0 + $1,024,421 related
    Other
    $0 + $411,422 related
    Deferred
    $0 + $4,509 related
    Nontaxable benefits
    $0 + $29,286 related
    Filer's total
    $0 + $2,289,658 related

  • John A Moore

    Former Board Member, Chairman (Term end 9/2020)

    Total calculated
    $801,778
    From this org
    $0
    From related orgs
    $674,925
    Other
    $126,853
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,943 related
    Bonus
    $0 + $130,213 related
    Other
    $0 + $81,769 related
    Deferred
    $0 + $94,972 related
    Nontaxable benefits
    $0 + $31,881 related
    Filer's total
    $0 + $801,778 related

  • Lushantha Sajotha Gunasekera

    Former Board Member (Term End 12/2019)

    Total calculated
    $1,068,732
    From this org
    $0
    From related orgs
    $1,023,323
    Other
    $45,409
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,320 related
    Bonus
    $0 + $633,193 related
    Other
    $0 + $810 related
    Deferred
    $0 + $10,675 related
    Nontaxable benefits
    $0 + $34,734 related
    Filer's total
    $0 + $1,068,732 related

  • Mildred Denise Beam

    Former Board Member, Vice-Chair (Term End 12/2019)

    Total calculated
    $940,499
    From this org
    $0
    From related orgs
    $825,043
    Other
    $115,456
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,393 related
    Bonus
    $0 + $321,294 related
    Other
    $0 + $50,356 related
    Deferred
    $0 + $98,569 related
    Nontaxable benefits
    $0 + $16,887 related
    Filer's total
    $0 + $940,499 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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1a First-class or charter travel
DURING FY2023, OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES OF SOUTH LAKE HOSPITAL, INC. WERE PERMITTED TO FLY FIRST-CLASS OR WERE PERMITTED TO USE A CHARTERED FLIGHT SERVICE AT THE REQUEST OF ORLANDO HEALTH. THE TRAVEL WAS ENTIRELY BUSINESS RELATED FOR OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES.
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) 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: Mildred Beam $92,832 John Moore $82,576 Leslie Flake $72,291 Cary Dtona $68,791 Lance Sewell $66,847 Mahmoud Fuad Bakeer, MD $21,140 Jennifer Grafton $15,855 Bonnie Bennett $10,990 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: Bernadette Spong $182,114 John Moore $71,666 Mildred Beam $45,950 Cary Dtona $65,567 Lance Sewell $19,661 Paul Johns $15,482 Mahmoud Fuad Bakeer, MD $8,920 Bonnie Bennett $291 457(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
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422279349303602

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