ORLANDO HEALTH FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

ORLANDO HEALTH FOUNDATION INC

EIN 59-2244943 · Health Care (E110)

What they do

THE MISSION of THE ORLANDO HEALTH FOUNDATION is to SUPPORT THE STRATEGIC PRIORITIES of ORLANDO HEALTH THROUGH PHILANTHROPY. THIS is ACCOMPLISHED THROUGH SPECIAL EVENTS and ANNUAL MAJOR and PLANNED GIFT FUNDRAISING EFFORTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

36.13%of revenue went to mission work77.8% of expenses · Program services

2.77%of revenue went to fundraising6.0% of expenses

$24.26spent for every $100 of revenueRevenue covered expenses this year.

7.53%of revenue went to management and office costs16.2% of expenses

$15.97in assets for every $1 spent this yearSome assets cannot be spent right away.

42.5%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $405,638 for DAVID W STRONG (FORMER BOARD MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$36,440,177

Mission workProgram services$13,165,16036.13% of revenue77.8% of expenses

ManagementOffice and general costs$2,743,5717.53% of revenue16.2% of expenses

FundraisingAsking for donations$1,010,0882.77% of revenue6.0% of expenses

Revenue left after expensesReported annual surplus$19,521,35853.57% of revenueShown in gray on the chart

Total expenses$16,918,81946.43% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 77.8% mission · 16.2% management · 6.0% fundraisingTotal expenses: 46.43% of revenue

2022Expense mix: 98.5% mission · 0.7% management · 0.8% fundraisingTotal expenses: 45.51% of revenue

2021Expense mix: 89.1% mission · 10.4% management · 0.4% fundraisingTotal expenses: 42.39% of revenue

2020Expense mix: 89.2% mission · 10.7% management · 0.1% fundraisingTotal expenses: 20.52% of revenue

2019Expense mix: 98.9% mission · 1.1% management · 0.1% fundraisingTotal expenses: 20.41% of revenue

2018Expense mix: 92.6% mission · 3.1% management · 4.4% fundraisingTotal expenses: 35.90% of revenue

2017Expense mix: 96.1% mission · 2.3% management · 1.6% fundraisingTotal expenses: 84.40% of revenue

2016Expense mix: 92.1% mission · 2.5% management · 5.5% fundraisingTotal expenses: 51.57% of revenue

Money in and money out

Revenue$69,739,318

Expenses$16,918,819

Annual surplus $52,820,499 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$13,165,160 · 77.8% of expenses

Management and office costs$2,743,571 · 16.2% of expenses

Fundraising$1,010,088 · 6.0% of expenses

See all reported dollar amounts

Revenue$69,739,318

Expenses$16,918,819

Assets$270,174,889

Income$209,973,880

Contributions$29,615,166

Mission work (program services)$13,165,160

Fundraising$1,010,088

Grants given$64,232,219

Average grant$4,014,514

Management and general$2,743,571

Stocks and bonds$198,248,970

Investing fees$26,157

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID W STRONGFORMER BOARD MEMBER $405,638Base · Other $405,638

KAREN THORNTON JENSENFOUNDATION SR. VP · 55 hrs/week $330,974Base $305,227 · Other $25,747

MATTHEW J LILLYFOUND SR. VP/EXE DIR, OHF · 55 hrs/week $313,466Base $243,690 · Other $69,776

JANET C MORROWFOUNDATION SR. VP · 55 hrs/week $313,222Base $261,430 · Other $51,792

ZACHARY JAMES KALLENBACHFOUND SR VP/EXE DIR, OH CHILDRENS FOUNDATION · 55 hrs/week $300,662Base $252,005 · Other $48,657

BLAKE S BARDFOUND SR VP/EXE DIR, OH FOUNDATION WEST FL · 55 hrs/week $294,260Base $242,230 · Other $52,030

LESLIE FLAKECHIEF FINANCIAL OFFICER (UNTIL JULY 2024) · 1 hrs/week $174,203Base · Other $174,203

ERICK R HAWKINSBOARD MEMBER, VICE CHAIRPERSON · 2 hrs/week $151,234Base · Other $151,234

CARY J DTONABOARD MEMBER · 2 hrs/week $115,173Base · Other $115,173

JOHN MILLERBOARD MEMBER, SECRETARY/TREASURER · 2 hrs/week $107,495Base · Other $107,495

JOHN W BOZARDPRESIDENT OH FOUNDATION, CHAIRPERSON · 2 hrs/week $68,493Base · Other $68,493

JAMAL A HAKIM MDFORMER BOARD MEMBER, VICE CHAIRMAN $49,817Base · Other $49,817

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (13)

DAVID W STRONGFORMER BOARD MEMBER

KAREN THORNTON JENSENFOUNDATION SR. VP

MATTHEW J LILLYFOUND SR. VP/EXE DIR, OHF

JANET C MORROWFOUNDATION SR. VP

ZACHARY JAMES KALLENBACHFOUND SR VP/EXE DIR, OH CHILDRENS FOUNDATION

BLAKE S BARDFOUND SR VP/EXE DIR, OH FOUNDATION WEST FL

LESLIE FLAKECHIEF FINANCIAL OFFICER (UNTIL JULY 2024)

ERICK R HAWKINSBOARD MEMBER, VICE CHAIRPERSON

CARY J DTONABOARD MEMBER

JOHN MILLERBOARD MEMBER, SECRETARY/TREASURER

JOHN W BOZARDPRESIDENT OH FOUNDATION, CHAIRPERSON

JAMAL A HAKIM MDFORMER BOARD MEMBER, VICE CHAIRMAN

BERNADETTE SPONGINTERIM CHIEF FINANCIAL OFFICER (AS OF JULY 2024)

About this charity

Recognized since: January 1983
Location: 3160 SOUTHGATE COMMERCE BLVD STE 50, ORLANDO, FL 32806-8551
County: Orange
In care of: % LESLIE FLAKE
Primary officer: BERNADETTE SPONG, INTERIM CFO

How to reach them

WebsiteVisit the charity’s website EmailOrlandoHealthGiving@orlandohealth.com Phone(321) 841-5194

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Health Care (E110)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes