Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
ORLANDO HEALTH INC |
591726273 | 3 | Yes | 860,931,860 | 0 | |
|
Total 1
|
860,931,860 | 0 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 21014044 |
| Software Version: | 2021v4.2 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4a | ORLANDO HEALTH MEDICAL GROUP, INC. SERVES AS AN INTEGRAL COMPONENT OF ORLANDO HEALTH, INC.'S INTEGRATED DELIVERY SYSTEM THROUGH THE PROVISION OF HEALTH CARE SERVICES TO THE COMMUNITY, BY INCLUDING OCCUPATIONAL HEALTH SERVICES, REHABILITATION HEALTH SERVICES, AND BEHAVIORAL HEALTH SERVICES. TO MEET THE NEEDS OF ITS COMMUNITY, ORLANDO HEALTH MEDICAL GROUP, INC. HAS 761 FULLY INTEGRATED EMPLOYED PHYSICIANS THAT REPRESENT MORE THAN 30 SPECIALTIES LOCATED THROUGHOUT ORLANDO AND CENTRAL FLORIDA, IN ADDITION TO PROVIDING VALUABLE MEDICAL EDUCATION TRAINING TO ORLANDO HEALTH, INC.'S MEDICAL RESIDENCY PROGRAMS. THIS MULTI-SPECIALTY ORGANIZATION IS DESIGNED TO FACILITATE A CLINICALLY INTEGRATED DELIVERY OF CARE BASED ON BEST PRACTICES AND EVIDENCE-BASED MEDICINE, ENSURING THE BEST CARE AVAILABLE FOR OUR PATIENTS. ORLANDO HEALTH'S PHYSICIAN STRATEGY IS DESIGNED TO CHANGE THE WAY CARE IS DELIVERED TO OUR PATIENTS. IN A NEW ERA OF HEALTHCARE REFORM, HEALTH SYSTEMS ARE QUICKLY RECOGNIZING THE NEED TO IMPROVE PERFORMANCE BY ENHANCING EFFICIENCY, ACCESS, QUALITY AND COST METRICS. CONSOLIDATING ALL EMPLOYED PHYSICIANS UNDER A SINGLE ENTITY AND TIN CREATES MANY EFFICIENCIES FOR THE ORGANIZATION AS IT RELATES TO THE BILLING AND COLLECTIONS PROCESS; STANDARDIZATION OF OPERATIONAL AND CLINICAL PROTOCOLS AND PROCESSES; IMPROVED REPORTING STRUCTURE; AND THE OVERALL COORDINATION OF PATIENT CARE AMONGST ALL OF OUR PHYSICIANS AND SPECIALISTS. THIS ENABLES AN ORGANIZATIONAL MECHANISM FOR DEVELOPING CLINICAL QUALITY STANDARDS, EMPLOYING AND MANAGING PHYSICIANS WHO PRACTICE WITHIN THOSE STANDARDS, AND CREATING PERFORMANCE IMPROVEMENT PROTOCOLS THAT DRIVE EFFICIENCY, QUALITY AND OVERALL VALUE TO PATIENTS WITHIN OUR COMMUNITY. ANNUAL VISITS: 42,078 BEHAVIORAL, 12,600 REHAB, AND 2,739,513 PHYSICIANS. |
| Form 990, Part VI, Line 15 OFFICES AND POSITIONS FOR WHICH COMPENSATION PROCESS WAS USED | ALL COMPENSATION IS PAID BY PARENT, ORLANDO HEALTH, INC., WHICH HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND UTILIZES THE GUIDELINES CONSISTENT WITH THE IRS GUIDELINES ON INDEPENDENT ANALYSIS AND DOCUMENTATION OF COMPENSATION. THE PROCESS, WHICH IS USED FOR THE PRESIDENT, ALL OFFICERS, EXECUTIVE DIRECTORS AND DIRECTORS, AND WAS IMPLEMENTED PRIOR TO 10/01/2006, WAS UNDERTAKEN FOR THE CURRENT YEAR. |
| Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | BERNADETTE SPONG, JAMAL HAKIM, MD, SUNIL DESAI, MD AND MARK JONES HAD A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR-PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE VOTING MEMBER OF ORLANDO HEALTH MEDICAL GROUP, INC. IS ORLANDO HEALTH, INC. (FEIN: 59-1726273). |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | ORLANDO HEALTH, INC., THE SOLE MEMBER, HAS THE RIGHT TO ELECT ALL BOARD MEMBERS OF ORLANDO HEALTH MEDICAL GROUP, INC. (OHMG). |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE AFFAIRS OF ORLANDO HEALTH MEDICAL GROUP, INC. (OHMG) ARE MANAGED BY THE BOARD OF DIRECTORS, WHO SHALL CONSIST OF SUCH NUMBERS OF PERSONS WHO ARE DESIGNATED BY THE SOLE MEMBER, ORLANDO HEALTH, INC. (OH). THE OH BOARD ALSO APPROVES MAJOR CAPITAL PURCHASES IN ACCORDANCE WITH OH GUIDELINES AND THE ANNUAL BUDGET OF OHMG IS PART OF THE CONSOLIDATED OH BUDGET APPROVAL PROCESS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CFO AND THE FINANCE DEPARTMENT REVIEWED THE FORM 990 AND ANY REQUIRED CHANGES WERE MADE TO THE FORM 990. THE FINAL FORM 990 WAS THEN PROVIDED TO ALL MEMBERS OF THE BOARD TO REVIEW. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED OF THE REVIEW WERE MADE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE PARENT ORGANIZATION, ORLANDO HEALTH, INC., HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES FOR ALL RELATED ORGANIZATIONS. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THESE DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST IN ACCORDANCE WITH FEDERAL TAX LAW PUBLIC INSPECTION REQUIREMENTS. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY CONTRIBUTION FROM PARENT, ORLANDO HEALTH, INC. (EIN: 59-1726273) - 296500000; MISCELLANEOUS ROUNDING - 306; TRANSFERS FROM ORLANDO HEALTH FOUNDATION - 1904000; OTHER BOOK/TAX ADJ. FROM N/A - INV INCOME FROM FDN - -10248; NET REALIZED/UNREALIZED GAINS - TEMP. RESTRICTED - -1140000; REALIZED GAIN FROM FDN THROUGH REST. FUNDS - -121606; NET ASSETS RELEASED FROM RESTRICTION - TEMP - -6000; |
| Software ID: | 21014044 |
| Software Version: | 2021v4.2 |